Profit-Ready Scorecard
Five quick checks to see if it’s safe to spend and where cash is leaking.
FREE DOWNLOAD
Run a quick check, spot the leak, take the next step.
What you’ll get:
See it, set your guardrails, then choose the right fix. Three steps to keep more this month.
Five quick checks to see if it’s safe to spend and where cash is leaking.
Lock in spend limits: Runway, Discount Trap, Overspend and Price Floor.
Find your #1 bottleneck in 2 min—Cash, Profit, or Revenue — and fix it first.
You’ll also get 3 quick setup tips. Unsubscribe anytime.
See it, set your guardrails, then choose the right fix. Three steps to keep more this month.
Five quick checks to see if it’s safe to spend and where cash is leaking.
Lock in spend limits: Runway, Overspend/Budget, and Discount Trap.
Find your #1 bottleneck in 2 min—Cash, Profit, or Revenue — and fix it first.
See it, set your guardrails, then choose the right fix. Three steps to keep more this month.
Five quick checks to see if it’s safe to spend and where cash is leaking.
Lock in spend limits: Runway, Discount Trap, Overspend and Price Floor.
Find your #1 bottleneck in 2 min: Cash, Profit, or Revenue — and fix it first.
3 essential tools to set your guardrails — plus a quick quiz to find your biggest bottleneck.
3 essential tools to find hidden cash leaks and lock in your Profit-Ready guardrails.
FREE DOWNLOAD
3 essential tools to find hidden cash leaks and lock in your Profit-Ready guardrails.
What you’ll get:
• Profit-Ready Scorecard — 5 quick checks to know if it’s safe to spend
• Guardrails Calculators — Runway, Discount Trap, Overspend, and Spendable Revenue
• Xero Blind Spots — 1-page cheat sheet to fix hidden setup errors fast
(Optional bonus: CPR Quiz — spot your #1 bottleneck: Cash / Profit / Revenue)
FREE DOWNLOAD
3 fast tools that fix the biggest profit killers in days, not months.
What you’ll get:
48-Hour Cash Checkup — find your safe-to-spend cap in minutes
CPR Quiz — spot your #1 bottleneck (Cash / Profit / Revenue)
Xero Blind Spots — 1-page cheat sheet to fix it fast
We’ll send the toolkit + 3 quick setup tips. Unsubscribe anytime.
Toolkit now, 3 short tips after. You can unsubscribe anytime.
Get the toolkit. Then 3 bite-size tips. Unsubscribe anytime.
Yep—right now you’re saying “unsubscribe” in both the consent and the microcopy. Use it only once.
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Replace your line with:We’ll send the toolkit now plus 3 quick setup tips. Unsubscribe anytime.
Style tip: make that microcopy small and muted (Typography ~12–13px, Opacity ~0.75, top margin ~8–10px).
Result: clear consent + a single, calm “unsubscribe” mention—no redundancy.
Good catch. Let’s split the jobs so each line says a different thing.
Option A (my pick):
Acceptance text: Email me this toolkit. See our <a href="/privacy" target="_blank" rel="noopener">Privacy Policy</a>.
Microcopy under button: You’ll also get 3 quick setup tips. Unsubscribe anytime.
Other clean variants:
Option B
Acceptance: Send me the download. See our <a href="/privacy" target="_blank" rel="noopener">Privacy Policy</a>.
Microcopy: Then 3 short setup tips will follow. Unsubscribe anytime.
Option C
Acceptance: I agree to receive this download. <a href="/privacy" target="_blank" rel="noopener">Privacy Policy</a>.
Microcopy: Plus three bite-size tips after. You can unsubscribe anytime.
Style: 12–13px, muted color, 8–10px top margin on the microcopy.
One toolkit, three quick tips—opt out anytime.
Expect 1 download + 3 brief tips. Unsubscribe anytime.
Get 3 quick setup tips. 1-click unsubscribe. ← my pick
You’ll get 3 quick tips. Unsubscribe anytime.
3 fast tips included. 1-click unsubscribe.
FREE DOWNLOAD
Get 3 fast tools that fix the biggest profit killers in days, not months.
What you’ll get:
FREE DOWNLOAD
Get 3 fast tools that fix the biggest profit killers in days, not months.
Everything you need to flawlessly
What you’ll get:
Nice—“Profit Toolkit” is a perfect header CTA. Here’s a tight, high-value pack that feels useful on day 1 and naturally leads to your Profit Path Call.
Profit Toolkit — contents and file plan
Quick wins (printable, 1–2 pages each)
• 48-Hour Cash Boost checklist
• Owner Pay First cheat sheet (weekly steps, not theory)
• OPEX Cap guardrails (simple % table + “what to cut first” list)
• Pricing Guardrail mini-sheet (floor price = cost + CM target)
• AR/AP Next-7-Days playbook (who to call, scripts, outcomes)
Mini calculators (Google Sheet versions; each opens view → “Make a copy”)
• 3-Account Splitter (Income → OPEX → Profit; weekly amounts auto-calc)
• OPEX Cap Checker (enter last month spend; shows over/under, cuts)
• Cash Runway in Weeks (bank balance + weekly burn = runway)
• CM Floor Price (target CM% → min selling price; flags underpriced items)
• 90-Day Profit Goal Planner (target owner pay + profit → revenue needed)
Weekly ritual starter kit (Money Day)
• Owner Money Signal template (one-page PDF + matching Sheet)
• 12-week Money Day tracker (checkboxes + notes)
• “10-minute numbers” script to run the ritual on Mondays
CPR fast diagnostics (1-pager each + tags for your CRM)
• Cash: “Why your bank swings” — top 5 fixes this week
• Profit: “Margins leak map” — discounts, scope creep, waste
• Revenue: “Raise average sale” — 5 offers that work now
(Include a 6-question micro-quiz to route them: Cash / Profit / Revenue. Use the result to personalize the email follow-ups.)
Templates and scripts
• Vendor defer script (phone + WhatsApp)
• Collections nudge sequence (D1, D7, D14)
• Price-rise email (gentle but firm; anchor on value and inputs)
• Scope-creep line items list (what to bill, what to say)
• “Stop leaking money” monthly review agenda (30 min)
Xero quick setup helpers
• 3-Account bank rule tips (what to tag, weekly allocations)
• Chart of Accounts mini-map for Real Revenue vs. OPEX
• Saved report pack list (Bank Summary, Aged Receivables/Payables, Budget vs. Actual—what to look for)
Visuals and prompts (on-brand, landscape-only)
• 6 Canva cards: CPR overview, 3-Account map, Money Day steps, OPEX Cap ladder, Pricing Guardrail, 48-Hour Cash Boost
• Meme overlay pack (negative/provocative tone), ready for IG/LI
Onboarding emails (5-part swipe)
• Day 0: Your Profit Toolkit + what to do first (Money Day)
• Day 2: Plug OPEX leaks (Cap Checker + scripts)
• Day 4: Stop underpricing (CM Floor Price)
• Day 6: Boost runway in 48 hours
• Day 8: Case snippet + invite to Profit Path Call
CTA and next steps
• “See your first 90-day moves” page section (invites them to book the 20-min Profit Path Call)
• Optional: Upsell tile to Profit Maximizer ($997) for those ready to act
Packaging and file structure (what to actually create)
• 01_Quick-Wins/
– 48H_Cash_Boost.pdf
– Owner_Pay_First.pdf
– OPEX_Cap_Guide.pdf
– Pricing_Guardrail.pdf
– AR_AP_Next7_Playbook.pdf
• 02_Calculators_Sheets/
– 3-Account_Splitter.xlsx
– OPEX_Cap_Checker.xlsx
– Cash_Runway.xlsx
– CM_Floor_Price.xlsx
– 90-Day_Profit_Goal.xlsx
• 03_Money_Day/
– Owner_Money_Signal.pdf
– Owner_Money_Signal.xlsx
– Money_Day_12-Week_Tracker.xlsx
– 10-Minute_Script.pdf
• 04_CPR_Minis/
– Cash_Fixes.pdf
– Profit_Leaks.pdf
– Revenue_Quick_Wins.pdf
– CPR_Micro_Quiz.pdf (links to web form)
• 05_Templates_Scripts/
– Vendor_Defer_Script.docx
– Collections_Sequence.docx
– Price_Rise_Email.docx
– Scope_Creep_Line_Items.docx
– Monthly_Review_Agenda.docx
• 06_Xero_Helpers/
– Real_Revenue_vs_OPEX_COA_Map.pdf
– Bank_Rule_Tips.pdf
– Saved_Report_Pack.pdf
• 07_Canva_Visuals/
– CPR_Overview.canva
– Money_Day.canva
– 3-Account_Map.canva
– OPEX_Cap_Ladder.canva
– Pricing_Guardrail.canva
– 48H_Cash_Boost.canva
• 08_Memes_Landscape/
– 6 PNGs with your brand colors
• 09_Email_Swipes/
– Profit_Toolkit_5-part_Series.docx
• 10_CTA/
– Profit_Path_Call_Block.html
– Profit_Maximizer_Tile.html
How it delivers value in 15 minutes
• Step 1: Run the micro-quiz → tag Cash/Profit/Revenue.
• Step 2: Open 3-Account Splitter → set weekly amounts.
• Step 3: Print Owner Money Signal → do a Money Day now.
• Step 4: Use one script (vendors or collections) today.
• Step 5: Book the Profit Path Call for your 90-day moves.
Brand & UX notes
• Use pink #ef94ca for positive highlights; orange #ff7d05 for primary buttons.
• Keep negatives/alerts in neutral greys (not pink).
• All visuals landscape.
• Each PDF = 1–2 pages max, checklist-style.
• Every item ends with one action line: “Do this next.”
If you want, I can spin up the first three files now: 48-Hour Cash Boost, 3-Account Splitter, and Owner Money Signal—so you’ve got something to ship immediately.