Purpose
The Graduation Audit
Walk through every single asset built across all 10 sessions. For each one, mark its actual implementation status — not whether Danica read it, but whether she's genuinely using it in her business right now. Be honest here; this review only helps if it's accurate.
Foundation Session 1
✓
Daily Action Plan
Is Danica opening this daily? Check her streak count.
✓
Client-Getting Framework
Can Danica explain the 5-stage framework in her own words?
✓
Client-Getting Playbook
Is she using the outreach scripts, or writing her own each time?
Client Discovery Session 2
✓
Where Clients Are
Is she actively present in at least 2-3 recommended platforms/communities?
✓
Verified Premium Client Platforms
Has she set up profiles on QuickBooks ProAdvisor / Xero Advisor Directory?
Pricing & Packaging Session 3
✓
Pricing Psychology Guide
Is she stating her rates with confidence, without discounting first?
✓
Rates & Packages Template
Does she have this ready to send to prospects immediately?
Sales Conversations Sessions 4-5
✓
Client Call Guide
How many real discovery calls has she run using this structure?
✓
15-Min Strategy Call Guide
Has she used this for any cold/lower-commitment conversations?
✓
Mock Call Guide
How many mock calls has she practiced? Review feedback rubric scores.
Contracts & Onboarding Session 6
✓
Freelancer Service Agreement
Has she sent this to any real client yet? Any edits needed?
✓
Client Onboarding Checklist
Has she run a real client through this process?
Pipeline Tracking Session 7
✓
30-Day Client Tracker
Is her roster populated with real leads? Review current conversion rate.
Client Communication Session 8
✓
Swipe File Pack
Has she used any billing, testimonial, or referral scripts yet?
Video & Growth Session 9
✓
YouTube + Facebook Page Setup Guide
Has she created either channel? Posted any content yet?
Reflection Questions — Discuss Live in Session 10
Walk through these together out loud, not just on paper. The goal is an honest, supportive conversation — not a performance review.
Which 3 assets has Danica used the most consistently?
Which assets have gone unused, and why?
What's the single biggest win from this extension period?
What's the single biggest remaining gap to close?