Welcome back, Stephanie
Your Program
Scale Track · Cole Bookkeeping
Day
81 / 90
of your engagement
Open Action Items
2
assigned to you
Calls Completed
3
with your coach
Revenue Growth
+76%
▲ since start
Your Coach
HN
Hannah Novak
Lead Strategist
CPA-turned-coach. Helps owners read their P&L like a dashboard, fix pricing, and fund their own growth.
Pod: Summit Pod
Timeline
Start2026-03-17
End2026-06-15
Progress90%
Next Call
2026-06-12
Do Next
From your coach
- ○Raise price 22% on next 5 quotesDue 2026-06-09
- ○Document top 3 SOPsDue 2026-05-30
Latest Call Recap
Strategy — Pricing & Follow-up · 6/2/2026
We confirmed the new pricing tier (+22%) and built a 3-touch follow-up cadence. Cole Bookkeeping is leaving money on the table by quoting on the first call and never following up. Action: raise prices on the next 5 quotes and implement the sequence. Risk to watch: founder fear of pushback — we role-played two objections.