Start with Clarity in Step 1, build new habits in Step 2,
then lock in Control and growth guardrails in Step 3.
STEP 1 · CLARITY
Clarity
– Kick Start
Clarity · Profit-Ready Xero setup
- Clean 3-account setup so you can see real cash and real profit.
- Bank rules and tracking matched to Income, Operating Costs, Profit.
- Solid foundation so you know what is safe to spend each week.
STEP 2 · CHANGE
Change
– Build habits
Change · CPR habits & sprints
- Move money every week and keep operating costs within your limit.
- Track owner pay and profit transfers and review the monthly CPR trend.
- Fix one CPR bottleneck at a time using short 2-week sprints.
STEP 3 · CONTROL
Control
– Master growth
Control · House Always Wins plan
- Set a clear price floor and remove default discounts on your offers.
- Only spend on ads, tools and hires that pass your payback rule.
- Shift focus to clients and offers that bring the strongest cash returns.