Business Snapshot | FreedomHub

1Business Snapshot

The basics about your business right now

Business Name *

Industry / Focus

Core ServiceThe main thing you sell or deliver

Monthly Revenue

R

Target Revenue

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212-Month Vision

Where do you want to be in 12 months?

12-Month Revenue Target

R

Lifestyle GoalsWhat does your ideal life look like in 12 months? Work hours, location, freedom?

3Your Clients

Who you serve now and who you want to serve

Current Clients

Describe Your Current Clients

Company Size of Current Clients

Their Pain PointsWhat problems are they coming to you with?

What They Wish ForThe outcome they're hoping you deliver

Ideal Client Profile (ICP)

Describe Your Ideal Client

Ideal Company Size

Their Pain Points

Desired Outcome

Client Profitability

Which clients are worth keeping? Be honest.

Client Name	Time to Acquire	Monthly Revenue	Profit Margin	Keep?

4The Problem You Solve

What you do and why people pay you for it

Service You Offer

Problem SolvedWhat specific problem does this solve?

Outcome / DeliverablesWhat does the client actually receive?

Why Clients Choose YouWhat makes you different from competitors?

5How Revenue Is Generated

Your pricing, offers, and how money flows in

Pricing ModelHow do you charge? Hourly, retainer, project-based, subscription?

Entry OfferYour lowest-barrier offer to get clients in the door

UpsellWhat do you sell them next?

Add-OnsExtra services clients can bolt on

Average Client Value Per Month

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6Your Sales Engine

How leads become paying clients

Booked Calls / Month

Show Rate

%

Close Rate

%

New Clients / Month

New Revenue / Month

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Primary Acquisition ChannelsWhere do your clients come from?

Which Client Type Do You Want to Scale?If you could 10x one type of client, who?

7Key Business Metrics

The numbers that matter

Profit Margin

%

CACCost to acquire a client

R

Lifetime Value

R

Monthly Marketing Spend

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Annual Ad Spend

R

P&L SummaryQuick overview of your profit and loss

Quick WinsWhat could we fix or improve in the next 30 days?

90-Day RoadmapWhat are the big priorities for the next quarter?

8Lifestyle Design

The business serves the life, not the other way around

Ideal Work Hours / Week

Location Freedom

Income FloorMinimum monthly income (non-negotiable)

R

Income CeilingWhat you're aiming for

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What Does Freedom Look Like to You?Paint the picture. No wrong answers.

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