Your cohort roadmap
Same diagnostic as the private engagement, paced by seven cohort sessions. Each session unlocks the next slice of the platform.
Owner Archetype Report
Based on the quiz you completed at signup. It sets the frame for the three questionnaires below — how you lead shapes what the agency needs next.
Accelerator timeline
7 sessions · ~90 days- CompletedSession 1 · Week 1
Kickoff & Framework
Establish objectives and review the Agency Freedom Framework and the three indexes.
Platform focus- Account setup
- Archetype confirmation
- Begin data gathering
- Explain AOFI, Performance, Strength, Owner Independence
- In progressSession 2 · Week 2
Identity & Agency Strength
Examine owner identity and the structural strength of the agency.
Platform focus- Archetype review
- Agency Strength review
- Confirm integrations
- UpcomingSession 3 · Week 3
Agency Performance Review
Financial analysis, SDE, capital allocation, and initial valuation inputs.
Platform focus- Financial analysis screen
- Performance Index
- SDE
- Capital allocation
- Initial valuation inputs
- UpcomingSession 4 · Week 4
Owner Independence Review
What the agency asset should do for the owner's life.
Platform focus- Owner Independence questions
- Owner life objectives
- What the agency asset should do for the owner
- UpcomingSession 5 · Week 6
Scores, Confidence & Momentum
Review index scores, confidence, and momentum together.
Platform focus- Agency Scorecard
- 3 Index Scores
- AOFI
- Confidence
- Momentum
- UpcomingSession 6 · Week 8
Issues & Opportunities
Surface data gaps, constraints, and the highest-return improvements.
Platform focus- Issues / Opportunities
- Data gaps
- Constraints
- Highest-return improvements
Keep the tools you declared during onboarding connected so cohort reviews use real numbers.
Your scorecard, indexes, and valuation ladder update as each session completes.
