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YOUR CLIENT GROWTH PARTNER
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YOUR NORTH STAR
Vision
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TIME ALLOCATION
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NEXT PROJECT
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CURRENT ACTIVATION
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ACTIVE PROJECTS
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Tool Instructions

Edit the instructions behind each TrustedClients Tool. Changes apply the next time a tool is opened — no GitHub update needed.

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Welcome to TrustedClients
Complete both steps below before your kickoff call with your client growth partner.
STEP 1 OF 2
Your Basic Information
STEP 2 OF 2
Your Onboarding Conversation
A short conversation before your kickoff call with your client growth partner

TrustedClients Tools

Tools built to save you time and accelerate your growth.

⬛ Execution Roadmap

Pick your projects and track them. Each Responsibility can have up to 3 active projects without approved proof, and up to 3 planned projects — client and CSM can both select and update.

Pick Projects (Maximum 3 only at a time)
Primary Activation Projects — You must pick projects to unlock your primary activation under current stage first.
Full Project Library — Only pick projects are selected at CSM discretion to support activation outcomes after primary activation point
Get Leads Convert Clients Deliver Value Maximise Revenue Systemise Operation Build Team
Track Project
# Status Project Selected Responsibility Step-by-step Next Action Due Date Working Doc
Shared doc/sheet links
 Submit Proof

📁 Proof Library

Every proof document submitted for approval, in one place.

📚 Deliverables Library

Every document and strategy we've produced for you.

📊 Performance Scorecard

Monthly Performance Table
MONTH
CLIENTS ⓘ
Average annual fees per client group
True north: Accounting $10K+ · Bookkeeping $50K
REVENUE ⓘ
Actual Cash collected
TIME ⓘ
(Baseline hours X - Current hours Y) X (hourly rate Z) = $ returned
PEOPLE ⓘ
Sustainable = Yes · Unsustainable = No
PROFIT ⓘ
Delivery gross margin stays ≥70% (founder excluded)
MONTHS
Average Annual Fees Per Client Group $
Cash Collected $
Owner Hours Saved $ Returned
Sustainability (Yes or No)
Gross Profit %
Baseline
(weekly hours in the business)
Review month

Client Growth Partner Dashboard

Your client portfolio at a glance

All Clients
Client Name
Stage 1
Status:
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ACTIVATIONS
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CLIENT GROWTH PARTNER
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● Available
Next meeting: —
NORTH STAR
Vision
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This year's aim
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TIME ALLOCATION
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NEXT ACTION
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NEXT PROJECT
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ACTIVE PROJECTS
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DELIVERABLES
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CURRENT ACTIVATION — set status
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RECENT ACTIVITY
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Client Name

Business · Package · Stage

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Auto-populated via Zapier when client submits the onboarding form.
📞 Kickoff Call
🤖 AI Client Profile
Current Stage
Assign Stage
Choose one option per question that is most true right now, not where you want to be.
Direction & Focus
Detect reactive vs intentional leadership
Weekly Priority — How well does your actual time reflect what matters most?
Decision Flow — How often does your team wait for your input?
Calendar Protection — Do you have protected high-value work blocks?
Leadership Rhythm — Do you have a defined org chart with clear roles?
Direction & Focus Score—
Revenue Quality
Catch 'busy but unprofitable' businesses
New Client Pricing — Think about your last 5 new clients. What was the annual fee?
Delivery Gross Margin — Total fees minus all delivery staff costs (including your market-rate salary)?
Client Mix — What % of your current clients pay $10K+ per year?
Scope Discipline — In the last 10 clients, how many started without a signed scope?
Revenue Quality Score—
Delivery Independence
Detect founder bottleneck — Owner-led vs team-led delivery
Delivery Reliance — How often do you personally step into client delivery?
Client Dependency — When clients have an issue, who do they contact first?
Time Leverage — If you stepped away for one full week with no phone, what would happen?
Delivery Independence Score—
Leverage & Scalability
Detect stagnation despite systems
Qualified Pipeline — In the last 30 days, how many high-value conversations came in without you pushing?
Team Leverage — Did your workload actually drop after the last hire?
KPI Action — In the last 4 weeks, did your numbers drive a specific decision?
Decision Flow — What % of operational decisions require your personal approval?
Leverage & Scalability Score—
Independence & Optionality
Test readiness for exit / freedom
True Disconnect — Have you taken 2+ consecutive weeks fully off in the last 12 months?
Client Transferability — If you left tomorrow, how many of your top 5 clients would stay?
Growth Independence — Could you step away 60 days and return to find the business ran AND grew?
Turnkey Readiness — Would your business sell as a fully transferable asset?
Independence & Optionality Score—
Current Activations
Add New Activation
Current Projects
Add New Project
Deliverables Produced
Log New Deliverable
Communication History
Add Note or Summary