HOW READY IS YOUR BUSINESS?
why I created this readiness ASSESSMENT
I created this succession readiness assessment program specifically to help solopreneurs and small business owners quickly identify their blind spots.
This way if something happens to you — whether you're in the hospital for a couple of days, in rehab for a month, or worse — you'll learn just how ready your business is for the unexpected.
These four 1-on-1 sessions tackle all aspects of a business and is customized to your unique business.
WHAT'S INCLUDED
1 questionnaire
the first step you'll complete is a simple questionnaire — this will provide me with a 40,000-foot view of your business so that I can effectively tailor our work together.
1 spreadsheet
after our work together, you’ll receive a comprehensive spreadsheet summarizing everything we reviewed and identified — you can then add and/or make updates, as needed, to ensure the most up-to-date information is available for your Successor
session recordings
if you want to rewatch one of our sessions, you'll have access to the recordings for 30 days to ensure you don't miss anything!
100% personalization
our 4 zoom sessions are all about your business — so 100% of our time together is customized to your business
confidentiality
as someone who was first granted a security clearance in 2003, I know how to keep secrets and will always protect your private business details
Succession Readiness Assessment
this assessment includes an overall readiness score — along with a rating for each functional area of your business — allowing you to easily identify any gaps so you can quickly work to close them
THESE 4 SESSIONS ARE DESIGNED FOR
•solopreneurs and small business owners who want to organize their important business information but are too busy or don’t know where to start
•business owners who crave information and want to learn what they may not know
•individuals who are comfortable using Zoom and are willing to commit to 4 one-hour sessions
•engaged business owners who are willing to share information about their business (note: detailed financial information will never be requested)
•individuals who don't want to pay thousands of dollars for someone else to organize their business information
each SESSION WILL
COVER A VARIETY OF TOPICS INCLUDING
along the way, you'll ALSO learn about
GOOGLE INACTIVE ACCOUNT MANAGER
I'll make sure you know how to legally designate your Business Successor to have access to your business's profile — this way they'll be able to update the open/close hours and more.
PASSWORD MANAGERS
while a password manager is not required, using one can make your business life — and Your Successor's — significantly easier
AT THE END OF our 4 sessions, YOU'LL HAVE
aN IN-DEPTH UNDERSTANDING OF YOUR BUSINESS:
In today's high-tech world, this is HUGE because our businesses are far more extensive than what the public knows it for.
COMPREHENSIVE IDENTIFICATION OF BLIND SPOTS: knowing what may be missing today will help ensure your business doesn't miss a beat tomorrow
THOROUGH UNDERSTANDING OF YOUR BUSINESS'S SUCCESSION READINESS: receiving a color-coded dashboard of where things stand today will help you prioritize what actions are needed
READY TO GET STARTED?
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