Phase 1 Decision Support

Solo Readiness Checklist

Score your financial cushion, market validation, risk tolerance, and first-steps plan to see if you're ready to go solo. The tool adapts to every segment: builders, advisors, agencies, and SMBs.

BuildersAdvisorsAgenciesSMBs
Readiness Score
0/15

0

out of 100

Do More Groundwork

You’re still building foundations. That’s okay. Use this checklist to prioritize the work that unlocks confidence.

Readiness Checklist

Check items you already have in place. Each item is worth one point.

Financial Readiness

Runway, revenue mix, and pricing clarity.

Skill & Market Fit

Confidence that your offer solves a validated problem.

Risk Tolerance

How well you’ve pressure-tested the emotional & logistical realities.

First Steps Prepared

Operational readiness to launch and deliver.

Category Readiness

Financial Readiness0/4
Skill & Market Fit0/4
Risk Tolerance0/3
First Steps Prepared0/4

Your Next Moves

Focus on the lowest-scoring areas to raise confidence before you go full-time.

  • Stack cash and commitments until the financial row feels boring.
  • Run one mini engagement to validate the offer and delivery flow.
  • Map a 90-day skills sprint to close any critical gaps.

Next steps for Builders

  • Pick one distribution channel (community, newsletter, or product launch) and commit for 4 weeks.
  • Define your “first paid offer” (audit, build sprint, or coaching) to fund runway while you build.
  • Create a lightweight weekly ship ritual: plan Monday, ship Friday, retro Sunday.

Priority Focus Areas

Financial Readiness

0% complete - tighten these before launch.

  • Lock in two high-likelihood clients or contracts to create predictable cash flow.
  • Model a base-case P&L so you know the monthly revenue target you must hit.

Skill & Market Fit

0% complete - tighten these before launch.

  • Ship a lightweight case study or pilot to show proof for your next lead.
  • Document your differentiators and how they ladder to segment-specific messaging.

Use this, then read that

After you score your readiness, use these guides to act on it.

Keep the Momentum

Get week-one playbooks to close your gaps

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