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Welcome to TrustedClients

Complete both steps below before your kickoff call with Simon.

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Thank you for completing your onboarding. We're looking forward to meeting you at your kickoff call.

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STEP 1 OF 2

Your Basic Information

Name *

Business Name *

Mobile Number *

Date of Birth *

E-mail *

Address *

STEP 2 OF 2

Your Onboarding Conversation

A short conversation before your kickoff call with Simon

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Congratulations and welcome aboard!

You've done everything you need to do for now. Well done.

We're looking forward to meeting you at your kickoff call and getting started on your growth journey together.

See you soon!

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

#	Status	Project Selected	Responsibility	Step-by-step	Next Action	Due Date	Proof Link	Next Project

Monthly Performance Table

MONTH

CLIENTS

Avg Value $

REVENUE

Cash Collected $

TIME

Owner Hours Saved $

PEOPLE

Sustainable?

PROFIT

Gross Margin %

📈 Performance Chart

This Month's Review

Month

1. System Participation (Behaviour signal — last 30 days)

Are they showing up and staying engaged?

🟢 Engaged Score 5

Attended the last session + completed at least one agreed action

🟡 Passive Score 3

Attended the session — did not complete actions

🔴 Disengaged Score 1

Missed the session OR has not responded for 14+ days

2. System Ownership (Responsibility signal — last 30 days)

Who is driving the system? The system only works when the client owns it.

🟢 Client-Owned Score 3

Client updates the tracker, drives milestones, provides proof of project progress

🔴 CSM-Owned Score 1

CSM updates the tracker, pushes milestones, repeatedly reminds client to move work forward

3. Activation Progress (Execution signal — last 30 days)

Is the activation project actually moving forward?

🟢 Building Score 5

Client completed a milestone or moved the activation project forward

🟡 Flat Score 3

Work was discussed but no milestone progress happened

🔴 Fading Score 1

No progress for 4+ weeks

4. Business Performance (Outcome signal — last 90 days)

Is the client's business improving? Look at: quality clients, cash collected, capacity, team sustainability, delivery margin.

Business performance moves slower than execution — measured over 90 days.

🟢 Advancing Score 5

At least two indicators improved

🟡 Flat Score 3

Most indicators stayed the same

🔴 Declining Score 1

At least two indicators worsened

Business Progress Notes

Client

Stage

Activations

Package

Status

Client Name

Stage 1

Status:

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ACTIVATIONS

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CLIENT SUCCESS MANAGER

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● Available

NORTH STAR

Vision

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This year's aim

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CURRENT ACTIVATION

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ACTIVE PROJECTS

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DELIVERABLES

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RECENT ACTIVITY

Engage Right Project

Status

Product

Renew Date

Start Date

90 Days

90 Day Game Plan

6 Month TurnKey

12 Month TurnKey

📋 Onboarding Form

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📞 Kickoff Call

Google Drive Recording Link

Kickoff Call Transcript

Simon's Notes

🤖 AI Client Profile

Pick Projects (Maximum 3 only at a time)

Primary Activation Projects — Pick projects to unlock the primary activation under current stage first.

Full Project Library — CSM selects to support activation outcomes

Get Leads	Convert Clients	Deliver Value	Maximise Revenue	Systemise Operation	Build Team

#	Status	Project Selected	Responsibility	Step-by-step	Next Action	Due Date	Proof Link

Monthly Performance Table

MONTH

CLIENTS

Avg Value $

REVENUE

Cash Collected $

TIME

Hours Saved

PEOPLE

Sustainable?

PROFIT

Gross Margin %

Submit Monthly Review

Month

1. System Participation

🟢 Engaged— Attended + completed actions 🟡 Passive— Attended but no actions 🔴 Disengaged— Missed session / no response 14+ days

2. System Ownership

🟢 Client-Owned— Client drives milestones 🔴 CSM-Owned— CSM pushes all progress

3. Activation Progress

🟢 Building— Milestone moved forward 🟡 Flat— Discussed but no movement 🔴 Fading— No progress 4+ weeks

4. Business Performance

🟢 Advancing— 2+ indicators improved 🟡 Flat— Indicators unchanged 🔴 Declining— 2+ indicators worsened

Business Notes

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Client Name

Business · Package · Stage

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Auto-populated via Zapier when client submits the onboarding form.

Activations at this stage:

Choose one option per question that is most true right now, not where you want to be.

Scores

Direction & Focus

Detect reactive vs intentional leadership

Weekly Priority — How well does your actual time reflect what matters most?

Most weeks urgent work pushes my planned priorities aside — I react more than I lead1 I have priorities but interruptions knock me off course at least once or twice a week2 My #1 weekly priority is set every Monday and completed by Friday — consistently3

Decision Flow — How often does your team wait for your input?

Most decisions come to me. The business slows when I am not available1 Team handles routine work but I'm still making many decisions every day2 Team handles most decisions independently. I'm involved in exceptions and strategic calls only3

Calendar Protection — Do you have protected high-value work blocks?

No. High-value work gets squeezed into whatever gaps are left1 I try to protect time but it regularly gets cancelled or eaten by urgent work2 Yes. I have recurring protected blocks for high-value work. They are rarely moved3

Leadership Rhythm — Do you have a defined org chart with clear roles?

No org chart. I wear every hat1 Some structure exists but I still step into multiple roles regularly2 Clear org chart. I operate as the business leader only3

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?

Most were under $10,0001 Mixed — some were $10,000+ but it's not consistent2 All were $10,000+. Every new client for the last 6+ months has met this standard3

Delivery Gross Margin — Total fees minus all delivery staff costs (including your market-rate salary)?

Below 60% — or I've never calculated it this way1 60–69%. Margin exists but not enough to fund team and systems at scale2 70%+. My margin funds team, systems, and leaves real profit3

Client Mix — What % of your current clients pay $10K+ per year?

Under 20%1 20–50%. The book is mixed2 Over 50%. The majority of my book is well-priced3

Scope Discipline — In the last 10 clients, how many started without a signed scope?

Several. Verbal agreements and scope creep are common1 One or two. We know it's a problem but it still happens2 None. Every job has a signed scope before work begins3

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?

Daily. I'm regularly pulled in to check work, fix issues, or make calls the team can't make1 Weekly. I still step in regularly but the team handles more than they used to2 Rarely — genuine escalations only, four or fewer times a month3

Client Dependency — When clients have an issue, who do they contact first?

Most clients contact me directly — even though I have a team1 Mixed. Some go to the team but many still default to me2 Clients go to the team first. Direct contact to me is the exception3

Time Leverage — If you stepped away for one full week with no phone, what would happen?

Delivery would slow or quality would drop. The team cannot operate without me1 Team could manage but I'd still need to be reachable for approvals2 Business would run without disruption. Only genuine escalations would reach me3

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?

Zero to four. Without me pushing, growth stops1 Five to nine. Some pipeline comes in but it's not consistent2 Ten or more. High-quality conversations generated consistently3

Team Leverage — Did your workload actually drop after the last hire?

Hiring created more work — managing, training, compensating for gaps1 Helped output but my workload only dropped slightly2 Output increased and my workload dropped meaningfully. I stepped back3

KPI Action — In the last 4 weeks, did your numbers drive a specific decision?

No. I can't point to a specific decision driven by numbers last month1 Maybe one. We review numbers but it's not a consistent habit2 Yes — KPIs reviewed weekly and I can name specific decisions they drove3

Decision Flow — What % of operational decisions require your personal approval?

Most decisions wait for me. The business slows when I'm not available1 I approve 20–49% of decisions2 Team decides most things using agreed standards. I'm involved for escalations only3

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?

No — or I tried but had to stay connected to keep things running1 I took time off but stayed reachable and handled things remotely2 Yes. Two or more weeks fully off. Business ran without me3

Client Transferability — If you left tomorrow, how many of your top 5 clients would stay?

Most would leave. My relationship is why they are here1 Some would stay but I'm uncertain about two or three2 The vast majority would stay. They work with the firm — not specifically with me3

Growth Independence — Could you step away 60 days and return to find the business ran AND grew?

No. Delivery would struggle and growth would stop1 Delivery would continue but growth would stall2 Yes. The business runs and grows without me for 60 days3

Turnkey Readiness — Would your business sell as a fully transferable asset?

Fee book only. A buyer would be acquiring my clients and my transition period1 Partially transferable. Some systems exist but key dependencies remain2 Fully turnkey. Lead gen, delivery, client relationships systemised. Buyer-ready3

Independence & Optionality Score—

North Star & Time Allocation

Vision (Long-term goal)

This Year's Aim

Current Monthly Revenue

Target Monthly Revenue (12m)

Weekly Time Blocks

Monday

Tuesday

Wednesday

Thursday

Friday

Client has confirmed they understand the principles

Step 1 — Confirm Position

Vision

This Year's Aim

Current Stage

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Step 2 — Allocate Time

Monday

Tuesday

Wednesday

Thursday

Friday

Step 3 — Pick Projects (max 3)

Primary Projects — Current Stage

Full Project Library

Selected (0/3)

Step 4 — Track Projects

Client confirmed they understand the principles ✓

Performance Scorecard

MONTH

CLIENTS / REVENUE

Avg Value $ / Cash Collected $

CASH COLLECTED

PEOPLE

Sustainable?

PROFIT %

Gross Margin

January

February

March

April

May

June

July

August

September

October

November

December

📊 Business Snapshot

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

Most weeks urgent client work or staff issues push my planned priorities aside — I react more than I lead I have priorities but interruptions knock me off course at least once or twice a week My #1 weekly priority is set every Monday and completed by Friday — consistently, not occasionally

Decision Flow

Most decisions — big and small — come to me. My business slows when I am not available My team handles routine work but I am still making a meaningful number of decisions every day My team handles most decisions independently. I am involved in exceptions and strategic calls only

Calendar Protection

No. High-value work gets squeezed into whatever gaps are left I try to protect time but it regularly gets cancelled, moved, or eaten by urgent work Yes. I have specific recurring blocks for high-value work. They are protected and rarely moved

Leadership Rhythm

No org chart. I wear every hat — accountant, ops manager, client manager, and CEO Some structure exists but I still step into multiple roles regularly, especially when busy Clear org chart. Roles and responsibilities are defined and allocated. I operate as the business leader only

Score 0

Revenue Quality

Catch "busy but unprofitable" businesses

Scope Discipline

Several. Verbal agreements and scope creep are common — work often starts before price is set One or two. We know it's a problem and it's not the norm but it still happens None. No exceptions. Every job has a signed scope and agreed price before work begins

New Client Pricing

Most were under $10,000. I price to win the client, not to build margin Mixed — some were at $10,000+ but it is not consistent All were $10,000+. Every new client for the last 6+ months has met this standard

Client Mix

Under 20% of my clients are at $10,000+. Most of my book is below this 20–50% of my clients are at $10,000+. The book is mixed Over 50% of my clients are at $10,000+. The majority of my book is well-priced

Delivery Gross Margin

Below 60% — or I have never calculated it this way and I am not sure 60–69%. Margin exists but not enough to fund the team and systems needed to scale 70%+. My margin funds my team, my systems and still leaves real profit

Score 0

Delivery Independence

Detect founder bottleneck

Delivery Reliance

Daily. I'm regularly pulled into delivery to check work, fix issues, or make calls the team can't make without me Weekly. I still step in regularly but the team handles more than they used to Rarely — genuine escalations only, four or fewer times a month

Client Dependency

Most clients contact me directly — by phone, message, or email — even though I have a team Mixed. Some go to the team but a meaningful number still default to me Clients go to the team first. Direct contact to me is the exception, not the norm

Time Leverage

Delivery would slow down or quality would drop within a few days. The team cannot operate without me The team could manage but I would still need to be reachable for approvals or key decisions The business would run without disruption. I would only hear about genuine emergencies

Score 0

Leverage & Scalability

Detect stagnation despite systems

Qualified Pipeline

Zero to four. Pipeline depends heavily on my personal network and relationships, or me pushing for them Five to nine. Some pipeline comes in independently but it is not consistent or reliable enough Ten or more. High-quality conversations are generated consistently without me having to drive every one

Team Leverage

Hiring created more work. I ended up managing, training, and compensating for gaps rather than gaining capacity Hiring helped output but my workload only dropped slightly — I am still heavily involved in their work Output increased and my workload dropped meaningfully. The new person absorbed real work and I stepped back

KPI Action

No. We have some reporting but I cannot point to a specific decision it drove in the last month Maybe one. We review numbers occasionally and sometimes act on them but it is not a consistent habit Yes — multiple times. Our KPIs are reviewed weekly and I can name specific decisions they drove in the last four weeks

Decision Flow

Most decisions — operational and strategic — wait for me. The business slows down when I'm not available I approve 20–40% of decisions. My team handles more than before but significant decisions still need me My team decides most things using agreed standards. I'm involved for escalations and strategic direction only

Score 0

Independence & Optionality

Test readiness for exit / freedom

True Disconnect

No. I have not been able to do that — or I tried and had to stay connected to keep things running I took time off but stayed reachable and handled a few things remotely. It was not a true disconnect Yes. Two or more weeks fully off. The business ran without me. Only genuine emergencies would have reached me

Client Transferability

Most would leave or significantly reduce their engagement. My relationship is why they are here Some would stay but I am genuinely uncertain about two or three — my presence still matters too much The vast majority would stay. They work with the firm and its systems — not specifically with me

Growth Independence

No. Delivery would struggle and growth would stop. The business depends on me being present and reachable Delivery would continue but growth would stall. New clients and revenue still depend on me personally Yes. The business runs and grows without me for 60 days. Leaders own operations and new revenue. Only genuine escalations would reach me

Turnkey Readiness

Few book only. A buyer would be acquiring my clients and my transition period — not a turnkey business Partially transferable. Some systems exist but key dependencies on me remain Fully turnkey. Lead gen, delivery, and client relationships are systemised. No key-man dependency. Buyer-ready

Score 0

Total Score

0 / 95

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