Practice Blueprint Session | The CFO Project

The CFO Project

Practice Blueprint Session

Prospect & Enrollment Advisor

Full name

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Discovery Questions

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?"

2What would success look like?"If everything went perfectly in two years, what would your practice look like? (e.g., income goals, number of clients, type of work)"

3Biggest concern"What's your biggest concern about offering CFO Advisory services?"