<aside> ❗ Use this template if the majority of your revenue comes from membership-based programs, group coaching, masterminds, etc. We know that businesses often have multiple revenue streams with various business models, such as offering done-for-you services and running a membership site.

Different revenue models require unique systems, and effective revenue operations depend on fully systematizing each offer. Instead of half-assing multiple offers, whole-ass and systematize ONE offer at a time. This approach is exactly how we work with our clients when they have different revenue models in their businesses, ensuring each model gets the dedicated attention it needs for optimal success.

You can check out the other revenue model templates here.

</aside>

👋 Hi! Start Here!

Easy-peasy logistics.


1️⃣ Make a copy of this template by clicking the Duplicate button on the top right hand side of your screen. This will duplicate the template into your Notion workspace.

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2️⃣ Feel free to delete the instructions above and we’ll get started. Check out the video to the right for an overview of the template.

Your Assessment Walkthrough

Let us be of assistance and show you around 😉 **


Link to Video

https://www.loom.com/share/3b09b5be4c754ccea46618de08074838


<aside> 1️⃣ Business Goals + High Level Evaluation


Establishing a clear understanding of your business goals and objectives is crucial, as it ensures that everything you do in this Operations Assessment are tailored to support your desired outcomes that propel your business towards achieving its vision.

Business Goals

</aside>

<aside> 2️⃣ Team Interviews


Team interviews play a key role in BLB's People-First + Pleasure-Filled approach to operations. By chatting with team members and gathering their valuable feedback, you can make sure the solutions you put in place really click, leading to long-lasting adoption of the systems.

Team Interviews

</aside>

<aside> 3️⃣ Tech Stack Audit


Tech that you’re paying for and not using is the opposite of pleasurable. You'll you'll take a closer look at the apps you're paying for to figure out if they're genuinely helpful to your business or just creating unnecessary "bloat.”

Tech Stack Audit

</aside>

<aside> 4️⃣ Operations Audit


Dive deep into 11+ areas of your business operations, spotting areas for improvement, effectiveness, and efficiency with the exact template BLB uses use when doing this for our clients!

Operations Audit

</aside>

<aside> 5️⃣ Operations Blueprint


Your Operations Blueprint is the architectural masterplan for your business, showcasing a high-level view of systems, processes, and components. It helps you see how everything fits together and identify areas for improvement.

Operations Blueprint

</aside>

<aside> 6️⃣ Operations Roadmap


Take all the insights and data gathered from the previous steps and transform them into a clear, actionable implementation plan. This roadmap will guide you in making the right operational improvements—and just as importantly, when to make them—so that doing the work is filled with as much ease as possible.

Operations Implementation Roadmap

</aside>

If you need help, the best thing you can do is to send us a video (we ❤️ Loom!) with your questions to inside of our Circle platform!