Step 1: Objective Skills Assessment (No Fee)
The first step in building a profitable business is defining exactly what you sell and why it matters.
The Objective Skills Assessment helps you step back from the noise and evaluate your strengths with clarity and intention. By examining your core competencies, you’ll identify which services align with your expertise, deliver the highest value to clients, and create consistent profitability.
This process removes emotion and guesswork from decision-making, allowing you to:
> Focus on your most effective, revenue-driving skills
> Refine or retire services that drain your capacity
> Build a clear, confidence-driven foundation for your business model
When you complete this step, you’ll not only know what you sell — you’ll know why it’s worth buying.
Step 2: Objective Business Assessment (No Fee)
Before scaling your services, it’s essential to confirm that your business has the capacity to consistently deliver results — efficiently, profitably, and without overwhelm.
The Objective Business Assessment serves as your Readiness Test — a practical look at your operational stability, time capacity, and profitability. Together, we’ll pinpoint where you are in your Business Lifecycle and uncover the friction points that may be holding you back from sustainable growth.
This process helps you:
> Identify systems and workflows that limit capacity or cause burnout
> Strengthen the infrastructure that supports reliable client delivery
> Anticipate challenges before they disrupt momentum or profitability
By facing these realities with objectivity, you’ll gain a clear understanding of where your business stands today — and exactly what needs to evolve to reach your next level of growth.
A Special Gift for Profit First Professionals!
Now that you’ve defined your offerings and evaluated your operational readiness, it’s time to bring those insights together into a clear, actionable plan for growth.
Your Customized Momentum BK Workbook transforms assessment data into strategy — giving you a focused roadmap built entirely around your results. Each workbook is personally created by Laura Shepherd, who distills your responses from both the Skills and Business Assessments into tailored insights, priorities, and next steps.
Inside your workbook, you’ll find:
A detailed summary of your assessment outcomes and key observations
Recommended focus areas to strengthen profitability and delivery consistency
Strategic guidance to refine your service structure and client offerings
This personalized workbook is a special gift for Profit First Professionals — designed to help you move forward with clarity, focus, and confidence as you continue building your most profitable service model.
Step 3: Customize Your Service Menu - $49
With clarity from your assessments and personalized workbook, you’re ready to translate insight into action. The next step is where strategy becomes structure — building a Service Menu that reflects your strengths, defines your boundaries, and communicates your value with confidence.
In this guided session with Laura Shepherd, you’ll refine and organize your services into a simple, profitable menu your clients understand and trust.
Together, we will:
Identify the profit-leading services that align with your expertise
Define what’s included and what’s not to protect your time and margins
Establish clear starting prices and upgrade options
Craft client-ready descriptions that sell your value without discounting your worth
The result is more than a list of offerings — it’s a framework for consistent profitability and ease.
By the end of this session, you’ll have a service structure that truly represents the business you’ve built and the professional you’ve become.