Stage 02 · The second stage
Your destination. Your timeline. Your terms.
With a clear picture of where you are, we map where you want to go. We define the outcome, set the timeline, and build the decision filters that will guide every choice from here forward. No vague intentions — a real plan built around your life.
For the agent · how to run this stage
This is your Lock In, made visible to the client. Translate everything you heard in Begin into a destination, a timeline, and a short set of decision filters — in the client's own words. Anchor the timeline in honesty, not optimism. Momentum survives a realistic plan, not a rosy one.
In this stage · the client lives it & you run it
Do · tools that live here
The OS tools that support this stage of the client's journey. Open them straight from here.
Learn · curriculum
Lessons and a short video that teach you to walk a client through Roadmap. In production — placeholders for now.
Roadmap — stage overview
A 4–6 minute walkthrough of how to run Roadmap with a client.
The destination conversation
Helping clients define what a win actually looks like.
An honest timeline
Setting realistic expectations without killing momentum.
Decision filters
Helping clients set their own criteria before the pressure is on.