Practice Blueprint Session | The CFO Project

The CFO Project

Practice Blueprint Session

Prospect

Full name

Discovery Questions

"Before we talk about The CFO Project at all, I want to do something different. Most people we talk to have never seen what a CFO Advisory practice actually looks like in numbers. So I want to build yours — on paper — right now, based on your goals. Then you can decide if it's worth pursuing. Sound good?"

Ask these questions in order. Type their answers as they respond. When you're done, click Generate Practice Blueprint — then switch to the Blueprint tab to walk them through it.

1Existing practice or starting fresh?

1a. What does their practice look like now?"Describe your practice today — clients, services, team, revenue."

1b. What would they like to change about it?"What would you most like to be different about your practice?"

2Background & fit for CFO Advisory"Tell me about your background and why you'd make a good CFO Advisor to small businesses."

3What would success look like?"If everything went perfectly in two years, what would your practice look like?"

4Income goal from CFO Advisory"What would you need to earn from advisory to make this worth it?"

5Time available to build this"Realistically, how many hours a week could you dedicate to building this?"

6Biggest concern"What's your biggest concern about whether this would work for you?"

Revenue Model

Monthly fee per client

New clients added — by month

Enter how many new clients they expect to land each month. Clients compound — each new client adds to the total.

M10

M11

M12