Your Business,
Mapped.
What's working, what's missing, and where the growth is. This brief translates 20 years of your practice into a clear positioning architecture and a growth path grounded in your existing assets.
Where You Stand in the Market
Your positioning has three layers. Each layer narrows your market from a cluster to a credential to a format — the combination is your moat.
What You've Built
Four active program assets with different functions in your funnel. Two are performing. Two are underleveraged.
How People Move Through Your Business
Four funnel stages. The top three exist but aren't connected. The bottom stage (booking) converts well once reached — the problem is almost no one reaches it.
Zoom sessions
Traffic exists. 20K+ Facebook community. Free sessions run regularly. People know you exist.
No major fix needed. The audience is there.
Mailchimp list exists at 195. But Zoom attendees don't auto-join the list — you're losing the warmest leads every week.
Connect Zoom → Mailchimp (free native integration). Every attendee automatically added to list after each session.
active
New subscribers join the list and hear nothing. No welcome. No follow-up. No pathway to the 50-minute session.
3-email Mailchimp automation: Day 1 welcome, Day 3 transformation insight, Day 7 invitation to book free session.
TidyCal
The free 50-minute session exists and converts. TidyCal booking link is active. But it's buried mid-page after 1,200 words of copy.
Move the TidyCal booking button to the top third of the coaching page. Add it to email signatures and every nurture email.
Your Score Path
Four phases from your current 26/40 to market dominance. Each phase is defined by which infrastructure gets activated, not by revenue targets alone.
| Phase | Score | What Gets Built | Outcome |
|---|---|---|---|
|
Phase 1 Capture |
26/40 Now — Building Momentum | Zoom → Mailchimp connected. 3-email nurture running. TidyCal button visible on site. | First 10–20 new email subscribers captured per session. Nurture sequence converts 1–2 new booking calls per month. |
|
Phase 2 Convert |
28–31 3–6 months out | Website funnel rebuilt. Free Sessions page live. Homepage hero shows Zoom CTA above fold. Weekly session announcements going out. | 3–5 new 50-min booking calls per month from email list. 1–2 new 24-session clients per quarter. |
|
Phase 3 Compound |
32–35 6–12 months | Group program packaged and launched. Facebook 20K activated via content repurposing. Referral system from past 20K client database initiated. | Two revenue streams running (1-on-1 + group). List growing 20–30 subscribers/month organically. Past client database generating reactivations. |
|
Phase 4 Dominant |
35–40 12–24 months | Cohort model active. ThetaHealing practitioner community becomes distribution channel. International audience fully captured via Zoom-first delivery model. | Waitlist for 1-on-1. Group programs filling from warm list. ThetaHealing course revenue compound. International referral network active. |
Where to Start
This brief is a reference document. Use it to make decisions — not to execute. Execution lives in the What to Do Next doc.
Use this brief when:
You're deciding whether to add a new program → check it against the program architecture. You're writing website copy → reference the monopoly statement and positioning stack. You're explaining what you do to a new contact → use the three-layer positioning. You're evaluating whether something is a good investment of your time → map it against the growth phase you're in.
What this brief doesn't do:
It doesn't tell you what to build this week. That's in the What to Do Next doc. It doesn't replace your judgment about your clients or your practice — it frames the business infrastructure around the work you're already doing.