2 min read

Launch a Rocket with a Checklist?

Where does Growth-Drive’s ‘Client Clarity Checklist’ fit into the engagement? And what is a high-value timeline for delivering services?

If you had a roadmap for working with clients that started with scripts and techniques for your discovery conversations and ended with you leading a long-term profit and value growth engagement, would you follow it? Of course you would, it’s a no-brainer.

Here’s what your roadmap looks like:

Adding this knowledge, tools and support to your advisory business is easy. You can learn this and much more when you onboard into this growth advisor’s community through the Launch Course. Check it out here - there’s still time to get your Growth-Drive Playbook and participate in the next course (plus save $$, final course at this price).

One of the things you’ll learn is to do is to get your clients thinking like business owners, not just business operators. To paraphrase exit planner and Growth Specialist Greg Maddox1: “Business owner math is multiplication; business operator math is addition.” Do you see the $2,000,000 ROI the client gets from this engagement? That's the impact you'll have on transferable equity value. Really positions your service fees as a great value, doesn’t it? 

Here are a couple of questions you may be asking yourself: 

  • So where is that Client Clarity Checklist in the roadmap? It powers the Act 1, Scene 1 initial client interview. It’s one of several tools used by Growth-Drivers throughout the engagement journey. This is far and away our most popular tool -if you don’t have it yet, get your free copy

  • Why start your growth conversations here? Because you can’t launch a rocket with a slingshot, you need a solid fuel booster. Your client can write “grow profits to $3,000,000” on the board... but you’ve seen it before, right? They don’t know how to get there (they have a slingshot), and they don't know how to build a rocket -yet. You can help. Become Mission Control: the checklist starts identifying what’s holding them back. By leading your client to the checklist’s eight Objectives you're creating the launchpad for growth. 

Mission Control apollo-13-lg

To recap, here are the eight Objectives you should focus on through the initial checklist, which lead to an engagement that launches your client’s growth rocket. Here's what your clients will say: "By working with our growth advisor, we now have:

8 Growth Dimension 1 OKRs

Imagine helping your client check all of these boxes. You’ll be Mission Control. Want to get after it? It’s easy, and it’s up to you. 

help my clients grow  

[1] Greg is one of the many senior professionals presenting at the Growth Advisor Summit Feb 7-8 in Charleston SC

We’d love to know what you think, please comment below or email blog@growth-drive.com.

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