Your Practice
Strategic intent, this month’s scorecard and the next moves in the engagement lifecycle.
- Practice
- Alex Morgan Advisory
- As of
- 30 Sep 2026
Build a sustainable independent advisory practice delivering measurable client outcomes while preserving choice and capacity.
- Gross advisory revenue, trailing 12 months
- $214,000
- Target $300,000 · Watch
- Qualified discovery conversations per month, 3-month average
- 2.3
- Target 3 per month · Watch
- Qualified-to-paid conversion, rolling 12 months
- 22%
- Target 25% · Watch
- Advisor workload, hours a week (4-week average)
- 46
- Target 40 hours · At risk
Next lifecycle moves
- Juniper Hollow Foods20-minute coaching conversation · next: 20-minute coaching conversation, Oct 2
- Wrenfield Dental PartnersContracting · next: Send proposal, Oct 3
- Cobalt Fern SoftwareIntroduction · next: Introduction call, Oct 5
- Kestrel Lane LogisticsStrategic business review · next: Strategic business review, Oct 6
Today
0 of 5
planned actions done today
Frog: Prepare the strategic business review pre-read questions for Kestrel Lane Logistics
ARC
Strategic intentPractice executionClient outcomes
- FOUNDATION™
- SIMPLIFY™
- ARC™
- LEAD™
- GROW™
- Front-to-Back 80/20
- Change & Transformation
- Program & Project Management