Watch this before the call. It's two minutes, and it tells you the five numbers to bring.
Chad's walkthrough is on its way
Everything you need for the call is written out below.
Before the call
You don't need to grant Chad any system access, and you don't need to spend hours organizing your books beforehand. Just have these five figures ready.
With just those five numbers, Chad can pinpoint exactly what you're leaving on the table. If you're not sure on one of them, bring your best guess. A ballpark is fine and it's exactly where the call starts.
Your 45 minutes
We aren't going to talk about generic financial theories. We're going to look at your actual operation, map out exactly where your margin is leaking, and put a hard dollar figure on the cash you can recover before you price your next season.
By the end of the call you'll have a clear picture of what your business should be keeping versus what it actually is. You get that figure whether you work with Chad afterwards or not.
Chad has this time blocked off specifically to dig into your business. If a fire drill pops up and you absolutely need to move it, reply directly to the confirmation text you just received so the slot can open up for someone else.