Your Action Plan

Here’s where we’d start to turn your Blueprint into measurable progress—with the steps and measures to know it’s working.

Now

First 30 Days

Priority 01 · Acquisition · Supports: Attract better-fit clients with a dedicated small business page

Finalize and launch the focused prospect experience

Proposed owner (to be confirmed): David Todd (approval) with CountingWorks PRO
Required inputs: Confirmed entrepreneur-first positioning; approved page copy and team photos
First deliverable: Live small business entrepreneur page with guided inquiry
Success measure: Qualified inquiries per month

Priority 02 · Relationship growth · Supports: Spot changing needs inside existing relationships

Review a small group of existing clients for advisory needs

Proposed owner (to be confirmed): David Todd or assigned advisor
Required inputs: Suitable client information, available and authorized for this use; agreed list of change signals
Depends on: Depends on suitable client information being available and authorized for use.
First deliverable: Short list of 5–10 clients with a possible changing need
Success measure: Planning conversations scheduled

Priority 03 · Automation · Supports: Automate document collection, reminders, and follow-through

Configure one supported document-collection workflow

Proposed owner (to be confirmed): Operations lead (to be confirmed)
Required inputs: List of recurring collection activities; confirmation of which workflows are supported alongside the Canopy rollout
First deliverable: One live recurring request, reminder, or follow-up preparation workflow
Success measure: Minutes saved per cycle

Days 31–90

Priority 04 · Acquisition · Supports: Turn the Insights blog into discoverable answers

Expand written answers from the Insights library

Proposed owner (to be confirmed): David Todd (review) with content support
Required inputs: Selected Insights articles; the live focused page to link to
First deliverable: Five answer pages linked to the inquiry
Success measure: Inquiries started from answer pages

Priority 05 · Acquisition · Supports: Qualify prospects before the first call

Refine qualification using actual inquiries

Proposed owner (to be confirmed): David Todd (first conversations)
Required inputs: First 60 days of inquiries and conversation outcomes
First deliverable: Updated fit questions and routing
Success measure: Share of first conversations that are good fit

Priority 06 · Relationship growth · Supports: Turn opportunities into defined, well-priced advisory offers

Develop defined advisory offers and follow-up

Proposed owner (to be confirmed): David Todd with members
Required inputs: Needs found in the first client review
First deliverable: Two or three defined offers with a planning-conversation agenda and intentional pricing
Success measure: Advisory proposals accepted

Priority 07 · Automation · Supports: Improve onboarding and the client experience

Extend successful automations to onboarding and service

Proposed owner (to be confirmed): Operations lead (to be confirmed)
Required inputs: Results from the first workflow; documented onboarding steps; Canopy portal setup
First deliverable: Standard onboarding checklist and next recurring workflow
Success measure: Days from accepted scope to first close

Priority 08 · All areas · Supports: Automate document collection, reminders, and follow-through

Measure engagement, conversion, and recovered time

Proposed owner (to be confirmed): David Todd with CountingWorks PRO
Required inputs: Website analytics, inquiry records, time tracked per workflow
First deliverable: A simple monthly scorecard
Success measure: Scorecard reviewed each month

Later

Beyond 90 Days

Priority 09 · All areas · Supports: Turn opportunities into defined, well-priced advisory offers

Scale what demonstrates value

Proposed owner (to be confirmed): David Todd and team
Required inputs: Three months of scorecard results
First deliverable: Expanded pages, offers, and workflows that worked—refined using actual results
Success measure: Trend in new clients, advisory revenue, and hours recovered

Opens your print dialog with the full report—Brand Positioning, Growth Opportunities, and Action Plan. The interactive Website Preview is linked, not printed. Choose ‘Save as PDF’ in the print dialog.

Your next step

Ready to Put Your Blueprint to Work?

You’ve seen your future website, where Paul, Cox & Todd could grow, what work it could automate, and what to do first.

CountingWorks PRO helps you launch the focused prospect experience, surface advisory opportunities in existing relationships, and automate recurring delivery—so your Blueprint becomes measurable progress.

Let’s Build Your Future FirmYou’ve already completed the Blueprint intake—this goes straight to the CountingWorks PRO team.