LittleJackMarketing

Write-up

No write-up yet

One thesis up front, a short brief that develops it, and a bridge sentence handing off into each section below. Review and approve before it can appear in a packet.

Thesis (one sentence)Brief

Bridges (one line each)Scoring & conclusionScoring visual (in design)Perfect P&L breakdownFinancial roadmap

Component card summaries

Rewrites the top line of each of the nine scoring cards into a readable summary of what this business is, leaving “Why it scored N” underneath. Does not re-score anything. Worth running on a client scored before the cards started stating a finding.

Packet settings

Spiral · where they areClean books (the foundation)Healthy financialsCapitalVelocityFortifying

Every chapter before the chosen one shows as covered on the spiral.

Business stage

Earlier stages prorate the acquisition and labor targets down (the machine isn't built yet) and the savings land in the profit range — the department split follows. Mature = the standard figures.

Budgets & cashLast completed monthTeam budget $/moOverhead budget $/moCash override $

Budgets from the client sheet's Labor Budget and Overhead Budget tabs. The reporting window (trailing 12 and the month cards) ends at the chosen month, and cash defaults from the Balance Sheet tab's series at that month-end — the override wins only when set.

Target overrides · % of revenueAd spend %Total labor %Overheads %EBITDA -%

Blank keeps the archetype's standard figure. Overrides are disclosed on the Financial Targets page.

Conclusion · the scoring row's pro & con · Relay TeamWhat healthy looks likeWhat breaks it

The closing page's scoring row leads with this archetype's core strength, then carries these two bullets. Both are the archetype packet's own words from its “Healthy vs. breaking” section — the client is never quoted here. Left on the default, the row shows the first bullet in each column.

The packet

Open full screen