Creates obligation delivery can't meet at scale
Four Sales Advisory — Onboarding Audit
Client Baseline
Report
This baseline scorecard maps where your business currently sits across the Four Sales System. It takes about 30–40 minutes. Be as honest as possible, the more accurate your answers, the more useful our first call will be. Your responses are sent directly to Bradley before the call so we can skip the admin and get straight to building out the gameplan.
Your Information
What's the biggest thing that isn't working right now?
Engagement Details
Section 02 — TCV Baseline
Total Client
Value Calculator
Calculate the full revenue value of an average client today. This is the baseline number. Everything the engagement does gets measured against it.
"Before we touch anything, we need to know exactly what an average client is worth to you today — and where that number has room to grow."
Core Inputs
Average cash collected per new client for the core offer
Monthly value if the offer is ongoing or has a recurring component
Beyond the initial term, how long do your clients typically stay?
For calculating annual leak and total revenue impact
Ascension
Referrals
TCV Breakdown
Base Value
$0
Extension
$0
Ascension
$0
Referrals
$0
Current TCV (per client)
$0
Potential TCV (+30%)
$0
Annual Upside
$0
Sale 01 — Enrollment & Promise
What's Actually
Being Sold?
Mis-alignment between promise and delivery creates refunds, early churn, and CS chaos. This section maps exactly what you're saying in the sale and whether your delivery can back it up.
The Promise — What You're Saying in Sales
What result does your sales conversation explicitly promise?
What timeframe do you mention or imply in the sale?
Which of these phrases appear in your sales process? Mark all that apply.
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"Guaranteed results" or guaranteed outcome language
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"We do it all for you" / Done-For-You framing
Unless DFY is literally what's delivered
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"Plug-and-play" / "set it and forget it" language
Sets expectation of no client effort required
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Compressed timelines ("you'll hit X in Y weeks")
Any timeline that delivery hasn't reliably hit
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"Unlimited access to [person]"
If support has any structural limits
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"This works for everyone" / universal claims
Any promise that removes client responsibility
Payment Moment Design
Scoring — Sale 1
Sales promises consistently match what delivery actually does
CS rarely needs to "clean up" expectations after a sale
1
2
3
4
5
The payment moment is intentionally designed to create relief, not panic
Script, reassurance message, and "what happens next" are all in place
1
2
3
4
5
First 12 hours: every new client has a human touchpoint before they sleep
Safety Call or equivalent is standard, not occasional
1
2
3
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5
Refund / chargeback rate in first 30 days is low and stable
Baseline: under 5% and not trending upward
1
2
3
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5
The "never say" list is known to the sales team and actively enforced
Someone is accountable for sales / delivery alignment
1
2
3
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5
—/25
Sale 1 Score
Score the questions above to see your baseline.
Sale 02 — First 72 Hours
What Happens
After Yes?
The first 72 hours decide whether a client becomes an asset or a liability. Map exactly what happens — hour by hour — and score the four shifts that determine outcome.
The First 72 Hours — Current State Map
Something small, binary, and completeable that proves forward movement
Scoring — The Four Shifts
Safety — every new client has a human touchpoint within 12 hours
They know how to reach you and will get a real response
1
2
3
4
5
Clarity — new clients know exactly what to do in week one, and how it should feel
"Start Here" resource is in place and includes emotional expectations
1
2
3
4
5
Momentum — a defined early win exists and most clients hit it in 7–10 days
Completion rate tracked; clients know when they've won
1
2
3
4
5
Belonging — most new clients feel connected to peers and culture in week one
Welcome ritual exists; intentional peer links are made
1
2
3
4
5
The 72-hour SOP runs without founder involvement
CS or VA can execute it fully; founder is not the single point of delivery
1
2
3
4
5
—/25
Sale 2 Score
Score the questions above to see your baseline.
Sale 03 — Advocacy & Referrals
How Does Growth
Compound?
Referrals and testimonials don't happen randomly. They happen at moments of peak belief — usually in weeks 2–3. This section maps what's in place today and where the engine is missing.
Current Referral Reality
Graduation? Mid-program? Randomly? After a big win?
Proof & Testimonials
Scoring — Sale 3
Wins are captured as proof in real time — not just at graduation
Screenshots, short quotes, or video captured near the moment of the win
1
2
3
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5
Referral timing is designed — asks happen at peak belief, not at graduation
A soft ask exists at first win and/or surprise moment in weeks 2–3
1
2
3
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5
A soft ask (share resource) system exists and is used consistently
Script, trigger, and timing are all defined
1
2
3
4
5
A hard ask (one name + intro) system exists for mid-program reviews
Script and timing defined for clients who are clearly winning
1
2
3
4
5
Referral rate is tracked — you know how many come from happy clients
You can answer: how many referrals per 10 happy clients in the last 3 months?
1
2
3
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5
—/25
Sale 3 Score
Score the questions above to see your baseline.
Sale 04 — Ascension & Continuation
What Happens
When They Win?
The highest-margin revenue you'll ever make is from a client who's winning and wants to keep going. This section maps whether that path exists in your business — and whether it's designed or accidental.
Back-End Offer Audit
Do you know which behaviors or outcomes signal a client is ready?
Scoring — Sale 4
A clearly defined back-end offer exists for clients who complete and want more
Priced, described, and distinct from the core offer
1
2
3
4
5
Readiness markers are defined — you know who to invite before you invite them
Outcomes, behaviors, Success Score threshold, future fit — at least two are defined
1
2
3
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5
Mid-program reviews are standard and run with every client
Scheduled, scripted, and tracked — not reactive or optional
1
2
3
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5
Ascension feels like the obvious next chapter — not a new sale
Best clients see it coming 2–3 months before the conversation happens
1
2
3
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5
Ascension / renewal rate is tracked and improving
You know the % of eligible clients who ascend in the last 3 months
1
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5
—/25
Sale 4 Score
Score the questions above to see your baseline.
Section 07 — Team Assessment
Who's Running
the Backend?
The system only holds if the right people are accountable for it. This section maps who owns each Sale on your team and where single points of failure live.
Delivery Team Overview
Could your 72-hour SOP run without you for 2 weeks?
Ownership By Sale
Who on your team is accountable for each sale today?
| Sale | Current Owner | Gaps / Blockers |
|---|---|---|
| Sale 1 — Enrollment | ||
| Sale 2 — First 72h | ||
| Sale 3 — Advocacy | ||
| Sale 4 — Ascension |
Four Sales Baseline Report
Baseline Report
Generated at start of engagement. Updated monthly.
Your Overview
Founder
—
Business
—
Revenue
—
New clients / mo
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Engagement
—
TCV Baseline
Current TCV per client
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Potential TCV (+30%)
—
Annual upside (estimated)
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Four Sales Score
Total Four Sales Score
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Priority — Fix First
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Monthly Progress Tracker
Update each month — track Four Sales Score total and TCV changes.
Start
Mo 1
Mo 2
Mo 3
Mo 4
Mo 5
Mo 6
Priority Recommendations
Complete all four sale sections to see your priority recommendations.
✓ Results saved to Google Sheets.