6-Month North Star
$10.9M revenue · 50 employees · 100+ clients · 5 service lines · $1M reinvested into commercial real estate
Team Count
—
Active employees + contractors
Active Clients
—
Goal: 100+
Pipeline Value
—
Source: GHL
Active Prospects
—
Source: GHL
Open Roles
—
Currently hiring
Last Month Revenue
—
End of month actual
Accrual Revenue
—
Earned, uncollected
01
Revenue to $10.9M
Family Office
—
Goal: $4.686M
Accounts Receivable
—
Matt inputs weekly
Closes This Month
—
Target: 100/month
02
Quarterly Path to $10.9M
H2 aggressive push · July → December
Q3 (Now) CURRENT
$5.45M
Actual: —
H1 Already Booked
—
Confirmed
03
Capacity Model — Current vs. Required
$10.9M requires
Sellers
— / 4
25 closes each/month at capacity
Strategic Advisors
— / 4
SC/Family Office volume
SD Tax Advisors
— / 5
70 new clients/month
04
Top 3 Rocks
Active bottlenecks
Sales Team Production
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In Progress
Stephanie's Tax Strategy Guide
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In Progress
Capacity Build — LaToya and Kevin
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In Progress
05
Department Pulse
Running without Manny?
Financial · Accounting
—
Matt · Marilyn
06
This Week's Flag
Escalation-worthy only · Matt Torvik
🚩
No flags this week. Business is running.
TW
This Week — Associate Totals
Total Meetings
0
All associates
Total MTF Booked
0
Goal: 32
Total Game Plans Booked
0
Goal: 8
Total Final Meetings Booked
0
Goal: 4
Total Closing
$0
This week only
NW
Next Week — Associate Totals
Total Meetings
0
All associates
Total MTF Booked
0
Goal: 32
Total Game Plans Booked
0
Goal: 8
Total Final Meetings Booked
0
Goal: 4
07
CDA Production
| This Week |
Next Week |
| Associate |
MTF |
Game Plan |
Final |
Closing Total |
MTF |
Game Plan |
Final |
08
The Mirror
Manny only · Tap yes or no · Resets each week
Did ops reach me this week for something it shouldn't have?
Is my calendar mostly selling, coaching, and developing — not firefighting?
Is the sales team generating pipeline without me sourcing it?
Did I coach the sales team this week — not just observe?
Did I move at least one hire decision forward this week?
Is there anything only I can do that I still haven't handed off?
Score
—
Answer all six to see your score