A centralized resource hub for firm-specific campaign materials, rollout guidance, and client-facing support assets.
Business Exit Readiness Campaign Hub
Launch The Campaign
Launch Assets
The outreach kit for the campaign's first three weeks. Includes the personal CPA email introducing the scorecard to clients, three social posts running one per week,
and a personal profile post for the
CPA's own channels.
Copy the email into your sending tool, personalize the opening if needed, and schedule the social posts one per
week over the launch window.
Scorecard
The 5-minute Business Exit Readiness Scorecard your clients complete on Score App. Their results give you a starting point for the conversation and a reason to call.
Share the link with your client base directly,
or use it through the announcement email above.
Launch Checklist
A step-by-step for getting the campaign live, from confirming the scorecard link to scheduling the social posts. Walk through
it before sending the announcement
email so nothing falls through.
Work through the checklist before you send the announcement email. Nothing here should fall through the cracks.