Business Snapshot — Your Roadmap to Freedom

Five stops from "everything runs through me" to freedom

The route follows Carol's Genius Wheel (A.B.C.D.E.). Each stop is built on her 2018 Duplication Package, and at each one AI does the heavy lifting while Carol makes the calls.

Pick a stop to see where you are and what happens there

Select a letter on the wheel, or use the buttons below it.

The Genius Wheel: five stops, A Assessment, B Brainstorming, C Customization, D Develop and E Execution, around the Genius Triad: Informed, Connected and Engaged, with Genius in You at the centre. A B C D E

Assessment (the Snapshot)

Stop A · Weeks 1–2 (typical)

Where the owner is: Everything runs through me

On the Genius Wheel
Completing the questionnaire is the first step and the most important one as it allows you to focus and identify the key components of your business and where you are at a holistic level. The questionnaire will allow you to get a sense of where you are and will elicit the projection of where you want to be in your life and in your business.
What happens
Owner questionnaire and desk audits with each staff member.
What AI builds
Transcribes and summarizes interviews; drafts the findings report.
From the 2018 Duplication Package
Individual desk audit with the owner and each staff member, plus a findings report.
Genius Triad
You are informed at this stop.

Brainstorming (the Map)

Stop B · Week 2 (typical)

Where the owner is: I can see what's broken

On the Genius Wheel
Brainstorming the findings from the overview is the second step and it involves reviewing all the information that has been gathered from the assessment and working together with the client to determine next steps.
What happens
Review the findings together; agree on the destination and route in writing.
What AI builds
A priority map and a written scope.
From the 2018 Duplication Package
Priorities: what's working, what isn't, which roles are missing.
Genius Triad
You are connected at this stop.

Customization (the Build)

Stop C · Weeks 3–6 (typical)

Where the owner is: The work is written down

On the Genius Wheel
Customization is the third step and it involves creating roles, positions, tasks, and checklists specific to the client's business operations. This step is very crucial to duplicating the business owner so that they can move from working "in" their business to "on" their business.
What happens
Roles, tasks and checklists built for this business.
What AI builds
Position descriptions, checklists, code of conduct, staff and manager manuals.
From the 2018 Duplication Package
Position descriptions, step-by-step task checklists, code of conduct, procedural manuals (staff and managers).
Genius Triad
You are connected at this stop.

Develop (the Engine)

Stop D · Weeks 5–8 (typical)

Where the owner is: The systems run themselves

On the Genius Wheel
Developing the hiring and recruitment package and training flowchart is the fourth step. This step ensures that the right talent is hired to perform the job(s) and that there is a plan and timeframe in place to train the new employee and specifically identify what needs to be covered during the training period.
What happens
The five systems are built and tested.
What AI builds
AI workflows, delivery system, website, content dashboard, CRM.
From the 2018 Duplication Package
The hiring package and training plan: job ads, screening criteria, interview questions, panel interviews, reference checks, offer letters, training flowcharts.
Genius Triad
You are engaged at this stop.

Execution (Freedom)

Stop E · Weeks 8–12 (typical)

Where the owner is: I work on the business, not in it

On the Genius Wheel
Put everything into practice: staff and managers trained, systems switched on, and the owner steps back from daily operations.
What happens
Staff trained, systems live, owner steps back.
What AI builds
Training material, onboarding flows, a monthly health report.
From the 2018 Duplication Package
All staff following the new systems and procedures.
Genius Triad
You are engaged at this stop.

The Genius Triad (I.C.E.)

Informed, Connected, Engaged. The Triad is the client experience on the road: all three need to be there, or there is a disconnect. If one piece is missing, the system doesn't stick.

  • Informed

    Through the assessment (stop A).

  • Connected

    Through brainstorming and customization (stops B · C).

  • Engaged

    Through develop and execution (stops D · E).

The Genius Triad: three overlapping circles, Informed, Connected and Engaged. Informed and Engaged without Connected is displacency; Informed and Connected without Engaged is desirelessness; Connected and Engaged without Informed is delusional. Where all three meet: Genius in You.
Where all three meet: Genius in You!

When one piece is missing

  • Displacency

    Informed and Engaged, but not connected.

  • Desirelessness

    Informed and Connected, but not engaged.

  • Delusional

    Connected and Engaged, but not informed.

Week by week

A typical timeline. Your destination, route and scope are agreed in writing at the Map.

  1. Free discovery call Before you start

    Is this a fit, and what's costing you the most time?

  2. The Snapshot Weeks 1–2

    Questionnaire and desk audits. AI transcribes and drafts the findings; Carol writes the report.

  3. The Map Week 2

    We agree on the destination, the route and the scope, in writing, with a fee.

  4. The Build Weeks 3–6

    AI drafts position descriptions, checklists and manuals. Carol reviews and customizes each one.

  5. The Engine Weeks 5–8

    AI builds the CRM, website, content dashboard, workflows and delivery system. Carol tests and adjusts each one with the owner.

  6. Freedom Weeks 8–12

    Staff and managers trained, systems switched on, owner steps back from daily operations.

  7. Staying Free Optional

    Monthly retainer for HR advice, content, CRM updates and a monthly health report.

Timeline is typical and approximate.

Every road starts with a snapshot

Stop A begins with a questionnaire: where you are now and where you want to be.

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