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The roadmap

Your business.
One step at a time.

Adapted from our step-by-step business-building process. Start at the beginning or jump to the stage you are working on. Mark completed steps to keep your place.

50 practical steps · Start with the phase that fits your business.

Run & grow

Build the systems that keep your business moving.

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Map the customer website journey

Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.

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Set up the payment step

Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.

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Add agreement signing to the customer journey

Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.

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Schedule customer onboarding

Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.

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Organize customer data entry

Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.

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Define service fulfillment

Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.

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Build an internal team resource hub

Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.

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Delegate work to freelancers

Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.

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Set up your sales pipeline

Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.

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Build product funnels

Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.

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Build webinar funnels

Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.

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Build service funnels

Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.

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Build your course offering

Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.