7 Installs & Origin Point Diagnostic™

First Name *

Last Name

Email Address *

Confirm Email Address *

Whats your company's name?If you haven't named it yet, what do you call it when you talk about it?

Please select your industry type below:ProductServiceHybrid

Website (if applicable)If not, don't worry-- we're building from where ever you are.

Phone

What originally moved you to launch -- or acquire -- your business?Income, financial freedom, generational asset, supplement primary income, etc

What would success look like for you in 3 years if everything went according to plan? *

What makes this moment the right time to invest in your business infrastructure?

How predictable and diversified is your business revenue? *Install 1: Revenue Rhythm & Profit PathwaysNo set rhythm-- income varies widely month-to-monthSome consistency, but reliant on one main offer or clientSteady revenue with 2-3 active offers or income streamsMultiple reliable streams with consistent monthly growthFully diversified income array with predictable, scalable growth

How well does your client/customer journey convert and retain business? *Install 2: Client Flow & Offer PathwaysNo defined client flow -- sales happen sporadicallyBasic process for sales, but no upsell or repeat business pathClear offers and a basic client progression pathOptimized client flow with upsells, cross-sells, and high retentionFully engineered array that moves clients seamlessly from entry to premium

How consistent and effective is your marketing system? *Install 3: Marketing Flow EngineNo consistent marketing -- mostly word of mouthOccasional posts/campaigns without clear metricsConsistent marketing with basic tracking of resultsMulti-channel marketing that generates consistent leadsAutomated, data-driven engine producing high-quality leads at scale

Which statement best reflects how your business finances are structured and monitored? *Install 4: Financial Infrastructure Stack™No financial system -- tracking is irregular or missingBasic tracking via spreadsheets or free toolsAccounting software in place with occasional reviewsMonthly & Quarterly reports, cash flow tracking, and budgetingFull financial dashboard with forecasts, KPIs and a full fledge tax strategy

How well does your current tech stack support efficiency and scale? *Install 5: Tech Stack Tune-UpNo dedicated tools or systems -- mostly manual workA few tools, but they're not integratedFunctional tools with some integrations in placeStreamlined, integrated tech stack that saves time and costFully optimized, automated, and scalable tech ecosystem

Which statement best describes the consistency and flow of your post-sale process? *Install 6: Follow-Through Stack™No formal follow-up after deliveryOccasional follow-up, but no systemBasic follow-up process for some clientsConsistent client nurturing and retention workflowFully automated loyalty, referral, and re-engagement system

How strong are your team systems and governance model? *Install 7: Governance Model ArchitectureNo team or governance structure -- everything is founder-ledOccasional contractors, but no defined team rolesSmall team with basic SOPs and role clarityStrong team structure with documented governance processesFully empowered team, clear governance, and operational excellence at scale

If your business had a voice, what would it say it needs most right now?

Total Score

You're Ready for Expansion

You’ve unlocked the High-Readiness Chamber.

Architecture + Advisory is now live for you.

Your score: {calculation-1}. This is rare air.

You’ve built a real foundation — now we scale with precision. You’re cleared for the full Companyhood Kickstart™ installation and Advanced Strategic Advisory to compound growth without burnout.

Expand your Revenue Rhythm & Income Array

Tighten Financial Infrastructure for funding readiness

Install Follow-Through + Tech Stack for seamless scale

<a href="BOOKING-LINK" target="_blank">Book Your Strategy Call →

You're Ready to Build

You’re CK-Ready.

Let’s install the architecture that makes growth inevitable.

Your score: {calculation-1}. You’re in the Companyhood Kickstart™ zone. We’ll shore up the installs that unlock momentum — then tune your revenue engine for predictable scale.

Client Flow & Offer Array (clean upgrades and upsells)

Marketing Engine (consistent leads, tracked)

Financial Infrastructure Stack (monthly clarity, cash control)

<a href="YOUR-CK-LINK" target="_blank">Start Companyhood Kickstart™ →

We move fast — but with structure. No overwhelm, just installs.

You're in the Right Room

You’re in the Right Room

Your business has strong roots forming. The next step is strengthening your foundation before scaling.

We’ve placed you in the Finantopia Knowledge Vault — where you can access tools, strategies, and systems to prepare for future growth and profitability.

7 Installs & Origin Point Diagnostic™

Companyhood Kickstart™ Diagnostic System Overview

Primary Goals: