Strategy Worksheet

Thank you for taking the time to complete our Clarity Worksheet. The next step is to complete our Strategy Worksheet.

As a reminder, our process is simple:

  1. Clarity Worksheet - quick option for you and our team to determine if we should consider working together or not. 

  2. Strategy Worksheet - detailed analysis as to how we might work together. Our team reviews your responses to determine the next step.

  3. Strategy Session - once we truly believe that we can assist you and your business, we review your Strategy Worksheet answers and give you guidance as to your next steps in the program.

We will contact you within 48 business hours of receiving your Strategy Worksheet responses to let you know next steps, If, based on your preliminary answers, we believe that we might be able to assist you with Cash Flow Club, we will schedule a Strategy Session.

We use the more detailed answers that you provide on this Strategy Worksheet to determine exactly how we believe that we can help you. Based on your answers, we will either advise you that we can help you and how we plan to do so OR that we are not a fit to work together.  Please do not be offended if we decide that working together is not a fit. It is not personal and it has everything to do with how our course is structured.

The final step before you join our program is to schedule a Strategy Session.  We want to be 100% clear on your fit for our program. We invest in you and ask you to do the same with us.

We understand completely if our program is not a perfect fit for you at this time. However, if you are a fit, we will do everything in our power to help you succeed.

Whether we ultimately work together or not, we can say from past experience that the time spent completing the Strategy Worksheet has been beneficial to the vast majority of those who have completed it. Our goal is to give you insight into your business right from the beginning.


Which of our membership levels interests you the most? Note, you are not committing to this level, just expressing your interest so that we can ensure that each member is in the right place.

Month to Month Basic Membership: This allows you to test the waters and see if you want to join us full on. The month to month option includes membership access to our private online community and the weekly calls.

Full Year Prepaid Basic Membership: There is no discount to prepay.  However, if you commit fully to us, we commit fully to you.  We will send you a special welcome package (plus a few more surprises). You will also receive access to our private online community and the weekly calls. 

Month to Month Silver Membership: Our silver membership includes unlimited access to our weekly recorded trainings. We share at least one valuable lesson per week via recorded content. The focus will be on immediately actionable tips that you can leverage today to grow your business.

Month to Month Gold Membership: Our gold membership includes everything in our basic and silver memberships. We include weekly live Q&A calls that are exclusively for our Gold Members.

Month to Month Elite Membership: This is by invitation-only. We offer this exclusively for our best clients who are serious about getting great results in their business. This is a mastermind program to share ideas and implement changes.


Why does this level appeal to you the most?


Tell me a little bit about your business.


If you could wave a realistic magic wand, where would you like your business to be in the next 6 months to a year?


If you had that in just the way that you would like to have it, what would that do for you?


What would be the best part about it?




What do you think could be slowing you down, standing in the way, or stopping you from having your goals as shared above?


What else do you think could be slowing you down, standing in the way, or stopping you?

(Repeat until you do not have anything else).


What impact do you think these challenges are having on your business, relationships, etc.?


What impact are these challenges having in other areas of your life?


How long have these challenges been going on?


What is the worst part about these challenges?




If you could turn all these challenges around and flow freely toward your goals, what would that do for you?


What would be the best part about that?




As you reflect on the questions on this Strategy Worksheet, what area of thought has been most valuable or interesting to you?


We use Zoom to host our regular meetings. Are you comfortable showing up on Zoom and playing full on?

We have found time and again that those who show up on camera and ready to participate do the best. Do you have any hesitation around playing full on?  

We recommend that you have a good Internet connection and a relatively quiet environment to participate. Do you agree to show up and play full on?


Cash Flow Club is a combination of recorded trainings, self-reflection, homework, and group learning. Do you think this type of environment will be of benefit to you? Why or why not?


What do you believe you could contribute to a group environment?


What do you need to experience in order consider your participation in Cash Flow Club to be a wild success?

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