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