Academy profile
Where the academy stands today: how long it has been running, what it teaches, and how much room there is to grow.
Academy details
Used on every document we produce for you.
How long has the academy been open?
Programs offered
Pick everything currently on the schedule.
Room to grow
Drag the sliders. Each square is one student.
Goals and market
The growth target, who we are targeting, and what usually stops people from signing up.
New students per month
The number the academy wants to add every month.
What that goal requires
Based on our benchmark: 35% of leads qualify, 15% of those enroll.
Most common objections
What people say right before they walk away.
Minimum age for kids classes
Where should the ads run?
Offer and trial
What a new student gets on the first visit, how many days they can train, and who signs off on promotions.
Trial offer
Days included in the trial
Move the slider and the calendar fills in.
What comes with it
Trial student limits
Approvals
Who has the final word before anything goes live.
Leads and sales
What happens from the moment a lead comes in until the membership is signed.
The people involved
Channels used to reach a lead
Live scenario: John
John fills out a form for Kids Jiu-Jitsu at 3:15 PM on a Tuesday. Walk us through the next 30 minutes exactly as it happens today.
Advertising and content
Budget, channels, what has worked before, and what we are allowed to publish.
Channels in scope
Monthly budget
Flexibility
Content and media
Website and CRM
Pick the look of the site and the shape of the sales pipeline. Click the cards.
Website direction
Three real sites we have built. Hover a card to scroll through the layout, then pick the one that feels like the academy.
Must have on the site
CRM day to day
Pipeline shape
Automations to build first
Review and send
Everything captured in this session. Check it once, then send it to the team.
Session details
Copy the summary
Copies every answer as clean text, ready to paste into email, Slack or the CRM.
Open items
Anything marked "check later" during the session.
