Starting from an idea or improving an operating business? Answer a few questions, get three useful next actions, and make the documents you need to do the work.
This public worksheet stays in this tab, even if you signed in elsewhere. Export before closing, or open Next Move in Saved Workbench to save against your selected account and route.
Start where you actually are.
Five short screens. Only your starting point is required; everything else can wait. No contact details or checkout here. Choosing a room or jurisdiction here organizes your plan; it does not change purchased access or the account's selected saving route. Manage those in My Account.
Step 1 of 5
Your action board
Your next three moves.
Complete setup to choose a starting sequence. Your own-answer fields appear in your plan; the tool does not pretend to interpret them as verified facts.
Record completion and keep evidence
These are your own completion marks, not agency approvals. Changing your setup clears completion marks so they cannot certify different tasks. Evidence notes are retained for your reference; review their relevance to the new plan.
Your answers stay in this tab. No account is needed to try this tool. Export before closing. For account saving, use Next Move inside the Academy Saved Workbench. Do not enter credentials, SSNs, EINs, bank/card numbers, confidential customer records or patient information.
This worksheet stays in this tab until you export it.
From an offer to a real conversation.
Open the optional customer-building worksheets
Make a small, measurable customer experiment. Research, permissions and delivery capacity come before promises or spending.
See a filled example before joining
Illustrative example, not a member result: An office-cleaning owner offers a paid evening cleaning visit for small offices. The scope lists rooms and tasks, excludes hazardous waste, and quotes after a walk-through. They ask five office managers how cleaning is arranged, record responses, and follow up only as agreed. Their measure is qualified conversations and accepted walk-throughs, not promised revenue.
The draft proposal records scope, exclusions, quoted price, customer approval and delivery date. The launch checklist separately requires any applicable insurance, contracts, worker and local approvals.
Keep the business improving.
Open your monthly business review
A short monthly review: what happened, what changed, and one priority for the next month. Use actual records; this tool does not calculate lender eligibility.
Optional calendar download only. No email or text reminders are sent. Review the imported event and alert settings in your calendar.
Protect the money before spending it
Can this purchase carry its own weight?
Equipment, ads, hiring or another location? Compare your assumptions before committing. This is a simple planning scenario, not financial advice or an approval to buy.
Check a planned expense
No scenario calculated yet. Unknown inputs are not treated as zero.
Funding preparation, without shortcuts.
Use the existing credit and funding workbench for the document checklist, use of funds, repayment scenarios and lender questions. Keep separate business records. A completed checklist is not a credit score, lender match, application or approval.
Try this public tool, inspect a business preview, then read the current Academy offer before paying. Membership access and one-pathway packages have different scopes. Education is not implementation or unlimited access to Keith.
PublicProof AI offers separately paid strategy sessions. Answer its questionnaire, review the exact scope and price, and use its booking process. Academy membership does not include a session unless your purchased offer explicitly says so.
For an account issue or a correction, send the page address and a non-sensitive description. No office-hours schedule or response-time guarantee is being promised.
Your business and records remain yours. Export this worksheet; use current cancellation/refund terms and the account billing route. We do not guarantee customers, income, funding, licensing or compliance.
