The
500k Formula Diagnostic
Step
1
of
6
16%
Since working with the Expert Project, your business now has an annual revenue of:
(Required)
Scale up $500k
Level up $250k - $500k
Growth Up $100k - $250k
Start Up $0 - $100k
I have a six figure offer
(Required)
Yes
No
High Ticket Offers - Private Projects
I have sold six a figure offer
(Required)
Yes
No
High Ticket Offers - Private Projects
I have a tech stack in place that automates and integrates key systems and processes
(Required)
Yes
No
Automation Advantage
I have automated my financial, communications and onboarding processes and easily save 5 hours per week as a result
(Required)
Yes
No
Automation Advantage
I have a clear and detailed roadmap to illustrate my client journey and use this to regularly measure their success
(Required)
Yes
No
Results Roadmap
I have used this roadmap to convert an additional 100K in re-sells and upsells
(Required)
Yes
No
Results Roadmap
I generate consistent monthly referrals
(Required)
Yes
No
Referrals
I have received 10 referrals in the last 90 days
(Required)
Yes
No
Referrals
I have a network of partners who provide regular opportunities for my business to grow
(Required)
Yes
No
Profitable Partnerships
I have 3 active partners who have promoted me in the last 90 days
(Required)
Yes
No
Profitable Partnerships
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I have turned my IP into offers that generate me consistent leads
(Required)
Yes
No
Lead Magnets
My lead magnets generate me 50 lead per month
(Required)
Yes
No
Lead Magnets
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I have a promotional video that sells my products or services for me
(Required)
Yes
No
Video Sales Letter
I have made 5 sales without a sales call needed
(Required)
Yes
No
Video Sales Letter
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I run events that people pay to attend
(Required)
Yes
No
Paid Events
I have made 100 ticket sales to my events
(Required)
Yes
No
Paid Events
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I have a low ticket offer that generates me income
(Required)
Yes
No
Low Ticket Offer
100 have bought my low ticket offer
(Required)
Yes
No
Low Ticket Offer
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I host a community for my clients that supports my products and services
(Required)
Yes
No
Community Building
I have 100 members in my community
(Required)
Yes
No
Community Building
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I have a professional environment set up where I record and deliver my IP to build my brand
(Required)
Yes
No
Virtual Stage
I have recorded and delivered 100+ hours of content that is available to my audience
(Required)
Yes
No
Virtual Stage
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I mostly do activities that I love and that bring maximum value to my business and community
(Required)
Yes
No
Life by Design
I spend at least 10 hours of my week in my top 3 areas of genius
(Required)
Yes
No
Life by Design
I have a clear system to deliver my program with minimal 1:1 involvement from me needed
(Required)
Yes
No
Streamline Delivery
80% of my program is delivered 1 to many
(Required)
Yes
No
Streamline Delivery
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I have systems in place to track, measure and manage my business performance
(Required)
Yes
No
Streamline Systems
I review weekly and monthly data and reports on my marketing, sales and delivery
(Required)
Yes
No
Streamline Systems
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Every month, I generate predictable and consistent monthly recurring revenue
(Required)
Yes
No
Monthly Recurring Revenue Makeover
I am earning at least 20K per month from recurring revenue
(Required)
Yes
No
Monthly Recurring Revenue Makeover
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I regularly make offers that give me a influx of new and warm leads
(Required)
Yes
No
Offer Amplifiers
I have made offers consistently every month, for 3 months to my entire database
(Required)
Yes
No
Offer Amplifiers
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I have a funnel that generates bookings for my products and services
(Required)
Yes
No
The New Client Funnel Formula
I have a funnel that generates 10 bookings per month, consistenly for 3 months
(Required)
Yes
No
The New Client Funnel Formula
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I have a paid marketing strategy that increases my reach and generates me leads every day
(Required)
Yes
No
Ads Accelerator
My ads strategy has generated me 100 leads
(Required)
Yes
No
Ads Accelerator
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I have clear and defined offers to upsell, cross-sell and resell to my existing clients and maximize my client LTV
(Required)
Yes
No
Cash Flow Multipliers
I have made a minimum of 100K from my cash flow multipliers
(Required)
Yes
No
Cash Flow Multipliers
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I have a follow up campaign designed to circle back on old opportunities every 30-90 days
(Required)
Yes
No
Follow Up Formula
I have made 10 bookings from previous leads and contacts
(Required)
Yes
No
Follow Up Formula
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At every event I speak at, I can easily get people excited and have them buy my program or book a call
(Required)
Yes
No
Sell From Stage
I have made 100K from events
(Required)
Yes
No
Sell From Stage
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I leverage the skills and talent of the right people to grow my business faster and achieve my profit goals
(Required)
Yes
No
People to Profit Plan
I have taken 2 weeks away from business and it has not negatively impacted profits
(Required)
Yes
No
People to Profit Plan
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I have clear and defined weekly, monthly and quarterly goals for each person in my business
(Required)
Yes
No
Huddle Rhythms
We have achieved our quarterly targets
(Required)
Yes
No
Huddle Rhythms
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I have a clear tax, profit and wealth plan for my business
(Required)
Yes
No
Wealth Mindset
I have the proper tax structures in place to support the growth of my business
(Required)
Yes
No
Wealth Mindset
I have a clear pathway to get clients in and to ascend them to higher value services
(Required)
Yes
No
Offer Architecture
I have upgraded a client into a higher value retainer service
(Required)
Yes
No
Offer Architecture
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I am consistently adding new contacts to my warm CRM
(Required)
Yes
No
Building a PFC email database
I added at least 500 new warm contacts to my database
(Required)
Yes
No
Building a PFC email database
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I have a front end offer that regularly converts buyers into my business
(Required)
Yes
No
Front end formula
I have sold my front end offer to at least 10 clients
(Required)
Yes
No
Front end formula
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Every event I run guarantees leads and new sales bookings
(Required)
Yes
No
Lead Events
I have run a marketing event that converts 20% of attendees into bookings
(Required)
Yes
No
Lead Events
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I create and deliver high quality content in a consistent, organised system that produces high levels of engagement
(Required)
Yes
No
Content Machine
I have confirmed my first booking from my social media content
(Required)
Yes
No
Content Machine
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Contacts from my database are continually turning into leads and sales meetings
(Required)
Yes
No
Email Marketing Method
I have generated 50 warm leads from my email marketing
(Required)
Yes
No
Email Marketing Method
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I am consistently making outbound calls to my database
(Required)
Yes
No
Outbound Strategy
I have booked 10 sales calls
(Required)
Yes
No
Outbound Strategy
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I have a proposal template that reliably helps me to close new clients
(Required)
Yes
No
Profitable Proposal
I have used my proposal to help me close 10 clients
(Required)
Yes
No
Profitable Proposal
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It is easy for a PFC to find an abundance of success stories from clients I have worked with
(Required)
Yes
No
Case Study System
I have recorded 10 video case studies and made them available online
(Required)
Yes
No
Case Study System
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I have a virtual executive assistant that supports me day to day to run my business ind an abundance of success stories from clients I have worked with
(Required)
Yes
No
EA Advantage
My calendar and email inbox is managed for me
(Required)
Yes
No
EA Advantage
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I have a pre-recorded course that clients can access independently, on demand without needing my time
(Required)
Yes
No
Productise to Profit
I have achieved my first shield milestone inside of Expert awards
(Required)
Yes
No
Productise to Profit
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I have reviewed and increased my prices according to the true value of my offers
(Required)
Yes
No
Pricing Upgrade
I have increased my prices by at least 20%
(Required)
Yes
No
Pricing Upgrade
Clients are always certain and never confused when I present my offer
(Required)
Yes
No
Money Model
I have presented my model to 10 people
(Required)
Yes
No
Money Model
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I have a defined target market of perfect future customers on LinkedIn
(Required)
Yes
No
PFC Formula
I have an audience size of 1500-2500 PFC's on LinkedIn
(Required)
Yes
No
PFC Formula
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I am clear on my pricing and how many clients I need to achieve my financial goals
(Required)
Yes
No
Profit Plan
I have a clear pathway to building a 500K + business that has been verified by the expert team
(Required)
Yes
No
Profit Plan
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My profile and messaging is optimised to generate leads
(Required)
Yes
No
LinkedIn Engagement Formula
I have had my profile and messaging sequence approved by the Expert Team
(Required)
Yes
No
LinkedIn Engagement Formula
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I have automated my LinkedIn outreach
(Required)
Yes
No
Expert Lead Machine
I have had my campaign running for at least 90 days
(Required)
Yes
No
Expert Lead Machine
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I have created my cold email outreach strategy
(Required)
Yes
No
Email Advantage
I have implemented my automated 6 email sequence on Expert Leads
(Required)
Yes
No
Email Advantage
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I have created a clear and effective lead qualification system
(Required)
Yes
No
Qualify Leads
I have had 20 brainstorm calls and have recorded and reviewed at least three
(Required)
Yes
No
Qualify Leads
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I have created a clear and effective conversion system with clear scripts and frameworks
(Required)
Yes
No
Conversion Sequence
I have had a least 10 sales calls and have recorded and reviewed at least 3
(Required)
Yes
No
Conversion Sequence
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I finish every sales call securing either cash, contract or a calendar booking
(Required)
Yes
No
Close Sequence
I have made at least 20K or more using this closing sequence
(Required)
Yes
No
Close Sequence
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I have time blocked my week for maximum efficiency
(Required)
Yes
No
Perfect Week Formula
My perfect week has been posted and is always visible from my workstation
(Required)
Yes
No
Perfect Week Formula
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I track my Leads, Appointments, Proposals and Sales every week
(Required)
Yes
No
LAPS Tracking
I have at least 30 days of complete LAPS data in my tracker
(Required)
Yes
No
LAPS Tracking
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I have a clear financial goal that I want to achieve in the next 12 months
(Required)
Yes
No
Money Milestones
I have achieved my first shield milestone inside of Expert awards
(Required)
Yes
No
Money Milestones
Name
(Required)
First
Last
Email
(Required)
Phone
