Join the 5 Steps to Freedom Challenge!

Client Details

Business Name *

State Business is Registered *

EIN- Tax ID *

Business Address *

Owner Name *

Primary Phone *

Owner Address *

Primary Email *

Coaching Program Details

This agreement is between you, *

and your business coach. As a participant in the 5 Steps to Freedom Coaching Program, you will receive access to the following services based on your selected program:

✅ Strategic Planning Sessions

Your Coach will conduct a 2 to 8-hour Strategic Planning Sessions with you in the first month of the Coaching Program to identify your personal and business vision and goals. A Strategic Plan will be developed to identify the activities required of you and your team to achieve your goals. Your Strategic Plan will be updated each quarter.

✅ Coaching Sessions

You and your Coach will have 2 to 8 hours per month of coaching sessions using Google Meet unless otherwise communicated, depending on the program you choose. These sessions will be used for goal-setting, accountability, and troubleshooting. Your Coach is also available during normal business hours to discuss unforeseen challenges that arise during the week.

✅ Silver Bullet Academy

Your Coach will provide you with 24/7/365 access to the Silver Bullet Academy, a propriety video curriculum designed to help you implement the 21 Silver Bullets efficiently and quickly move your business through the 5 Steps to Freedom.

✅ ValueBuilder System™ (if applicable)

Your Coach will provide you with access to the ValueBuilder System™, a propriety portal that will lead you through the 12 Modules that will influences the 8 Key Drivers that influence the value of your business, to help you maximize your exit!

✅ Team Day (if applicable)

For businesses with the equivalent of at least 5 full time team members, a Team Day will be conducted in the second or third month of the program. The purpose of the Team Day is to unify your team behind your Strategic Plan and jump start the Coaching Program for maximum results.

✅ Learning Materials, Templates, and Systems

Your Coach will supply you with access to hundreds of proprietary templates and systems on an as-needed basis to enable you to complete your weekly goals. These include business and strategic plans, marketing and advertising templates, sales scripts, operations manuals, financial management tools, and more.

✅ Critique Services

Your Coach will critique your work on goals and assignments between weekly coaching appointments. You may submit your work for critique by email and the critiques may be delivered via email or during your next coaching session.

✅ Consultations (Suppliers, Customers, Professional Service Providers)

Your Coach will conduct up to four complimentary consultations per year with your key employees, suppliers, customers, or professional advisors to solicit and understand their viewpoints and coordinate your coaching program with their efforts.

✅ Resources and Services

Your Coach will give you access to best-in-class business building resources and services supplied by our strategic partners at reduced rates. These include psychometric assessment tools, training programs, professional services, and more.

Coaching Programs Overview

* 1.Time invested will need to be applied towards the implementation of the agreed strategies and tactics. This investment can come from you or your assigned team/vendors, but you are ultimately responsible to champion the timely completion of these strategies and tactics.

2.The monthly investment is paid on the same day of each month by automatic processing of the credit or debit card on file, and in advance of the month’s services being rendered.

Terms and Conditions

Client Commitment Statement

Signatures

Signed and effective from *

Coaching Package

Client Name *

Signature

Clear

Credit card number *

Expiration Date *

Billing Zip Code

CSV Code *