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The 8 Pillars Road Map
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The Road Map below is a "Check List" of everything that needs to happen in each Cateogry and each Stage of your Business so you are able to locate where you are on the Business Map, and to realise what you have already accomplished and to know what is left to accomplish.
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Note 1 - this Check List is non exhaustive, and depending on your industry, your Business Model and other factors, you may need to add items to the list
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Note 2 - You might have already done things that are "supposed to be" for a later stage, and not done other things that are "supposed to be" for a previous stage, this Road Map is only an indication and needs to be adapted to your priorities and your strategy, so be flexible with the order in which you chose to implement and VERY IMPORTANT, once you have done the Strategy work, ALWAYS listen to your intuition, YOU KNOW what is best for your business.
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Categories/Stages MindsetStrategyFinanceMarketingSalesService DeliveryOrganisation & Systems Team
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SCALE YOUR BUSINESSCEO Mindset Find Your NicheSeparate the Business Units3rd circle - people you don't knowLeveraged Sales System with Sales Team 3 Offers PackageCRM - Customer Relationship Management (Active Campaign)Service Delivery Manager
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Leadership MindsetLeveraged Business ModelOptimize profit marginsLeveraged WebsitePipeline ManagementHigh Ticket OfferEmail Marketing Tool (Active Campaign)Business Manager (Systems, Operations, Finances...)
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Focus on impact and contributionLeveraged revenue streams Profit & LossesCampaign CalendarSales process without sales callsLeveraging Customer Support - ticket systemPayment Tool (TBD)Marketing Team (VA, Community Manager., email marketing, Campaign Manager..)
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Resist to Bright Shiny Obect Training the trainers business modelCash flowLead Generation - advertisingPassive incomeLeveraging Service Delivery - improve experience, add valueProject Management Tool (Asana)Sales Team
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Team ManagementCertification Business ModelSavingsLeveraged Lead MagnetLeveraged platform for your clientsTeam Communication Tool (Slack)Outsourcing Experts (Finance, Mindset, Marketing, Advertising..)
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Removing yourself from the deliveryStrategic PlanningManaging Internal Investment - in marketing, in team, in tools Lead FunnelsOther Deliver your ServiceTools for team (Toggl)Investment + wealth Management
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Investment MindsetTeam Management + meetings External Investment - look at other opportunities Lead NurturingTools for Markting (Coschedule, StreamYard) Mini Me's
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Leveraged your Money MindsetWealth ManagementNewsletter + Email sequences to ALL Data baseOperation Manuals
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Leverage your High Performance MindsetAffiliate Partners
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Alignment to leveraged Born To DoEvent Based Marketing
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Podcast
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Building your Community, Tribe
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Press Relations - other podcast, articles, news
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GROW YOUR BUSINESSBusiness Owner's MindsetIdeal Client Profile (Avatar)Manage the Budget of the Growing Business2nd circle - Strategic PartnersPreparation email - Interview + testimonialIrresistible OfferTools needed for initial MarketingFirst VA - Admin, simple marketing tasks, finance data entry
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Money MindsetClients’ Pain PointsTrack Revenue & Expenses & ProfitsInitial WebsiteQuestions before the Sales CallYour Propietary SystemDate Base of Clients & Proposals & LeadsOutsourcing Experts (Finance, Mindset, Tools, Marketing, Advertising..)
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High Performance HabitsPositioning on the marketTrack Profits Newsletter to your First & Second CircleDuring the Sales CallOperation Manuals
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Routine MindsetNew CompetitorsFinancial ProjectionsSocial Media Presence (choose 2 platforms to focus on) After the Sales Call
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BoundariesBusiness Model (groups, Automations, less of you)NetworkingProposal follow up process
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Exposure - Being more visibleIncreasing Prices2nd circle Lead generation + First Lead Magnet
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Strategic PlanningSpeaking, workshops
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Business FoundationsAlignment with Born To Do Market ResearchInitial Budget1st circle Marketing - people you knowCold CallingMinimum Viable Product (MVP)Invoicing Tool (iCount)Accountant (Outsourcing)
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Entrepreneur's MindsetCompetitive AnalysisInitial Financial ProjectionsCoffee dates & one on oneFounding MembersFeedback QuestionnaireGoogle Workspace - Branded email + Professional calendar + Google DriveGraphic designer (Freelancer)
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Long term vs Short termBusiness Model + initial pricingSurveys & Questionnaires & InterviewsSales EmailTestimonialsBasic Time management
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Stepping out of confort zoneBusiness PlanSimple contact listSimple payment optionsTasks Management simple tool
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Living with uncertaintyTemporary Narrative & PitchInitial Branding - basic logo + domain name + business cardsScheduling Tool (Calendly)
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Taking risksTitle + one sentence positioningInitial Profiles on Social Media Payment system (TBD)
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