STOP TRADING TIME FOR MONEY

Let’s turn your expertise into scalable recurring revenue.

AUDIT + PROTECT = LEVERAGE

A comprehensive service for experts who work with corporate clients.

When you’re ready to scale, it’s crucial that your business has a strong foundation to support your next steps. 

The APL (Audit Protect Leverage) Service is designed to identify any weak spots, potential liabilities, and areas that need protection before you scale, so you can avoid expensive legal fees or issues. 

This is the service you need to scale with confidence, knowing every detail is accounted for and you are legally secure to grow. 

Is this service a good fit for you?

If you’re an expert who works with corporate clients, there’s a good chance you can benefit from our signature APL service. 

You’re a perfect candidate if you deliver 1:1 services to corporate clients and are looking to scale through….

Licensing your program to other experts

Licensing your program directly to your clients

Creating video training

Creating a subscription offer

Hiring facilitators/train others to deliver your content

Hosting workshops

Providing downloadable assets

How Do We Set Your Business Up to Scale?

STEP ONE

I’ll start by taking stock of all your intellectual property and any IP you may be borrowing from other owners so we know exactly what you own and what you need to protect.

STEP TWO

Once I have a clear understanding of your assets, I’ll take proper steps to protect your IP from being stolen and get permission to use IP from other creators. 

STEP THREE

This is the scaling step! With all your assets accounted for and protected, we’ll take the steps you need to build repeatable revenue and scale with ease. 

If the only way you generate revenue is by YOU providing CUSTOM SERVICES… you’re losing the leveraging game

WHAT IS KEEPING YOU SMALL?

You’re not alone.

The majority of B2B professionals have a similar business model where they provide custom services that are directly tied to the hours they work.

The only way to get out of the “time = money” trap is to leverage the assets you own

And that’s what we’re here to help you do legally, safely, and profitably. 

INVESTMENT

Engagements start at $10,000

A 360-degree Service

Audit+Protect=Leverage is a full-service, comprehensive experience designed to set you up for maximum success and scaling potential.

My clients use this service when they want to:

➤ Create a subscription-based website

➤License their workshop directly to your clients

➤License their signature framework to others in their field

➤ White-label training video libraries

AUDIT

This service always begins with a thorough audit so we understand what you own, what you need to protect, and what you need permission to use.

Your Audit includes:

Detailed inventory of the content in your offer – everything you utilize to deliver value to your clients.

Quality analysis – so we can ascertain ownership and control rights.

Legal foundation check – designed to ensure that you possess the legal rights to use all materials in your business offerings.

PROTECT

The Protection stage is crucial to your long-term success. This step is determined by the results of your Audit. 

Protection can include things like:

✓Copyright registration

✓Contractor agreements

✓Interview consent agreements

✓Feedback agreements

✓Licensing agreements

LEVERAGE

Now we get to take the proper steps to ensure you can continue scaling and generating the repeatable revenue you’ve been dreaming of. 

How we leverage your intellectual property is customized to your goals, content, and audience.

Leveraging generally includes licensing of some kind – whether we’re outlining the terms of use for your content or sharing specific rights of use with other business owners or facilitators. 

I’m here to make sure that every piece is in place so you can legally and securely earn income from your assets.

I was surprised by how little of my time it took for you to produce high-quality work products I can use to power my business. I expected to need to spend more time explaining the nuances of my business, but you were efficient and quickly understood what I was trying to accomplish and how to protect my interests now and in the future. “

Heather Burns, Upside ESG Inc.

IP is required to scale your business

When you own and control your intellectual property, you can:

✓ Eliminate the earnings cap by creating new revenue streams that are independent of you and your time.

Increase profit by developing systems and templates that increase efficiency and decrease the cost of delivery.

✓ Stabilize cash flow by adding recurring revenue options.

✓ Capture new clients that would otherwise not be able to afford your custom services.

✓ Grow your authority.

✓ Magnify your impact by creating and reaching new audiences.

FAQ

  • This is a comprehensive service that includes each step in tandem with the others. We do not separate a step from the complete service. Sometimes a business may need more support in one or two areas, but this is a 360-degree process that works best completed in full.

  • The Audit+Protect=Leverage service is ideal for expert business owners who work with corporate clients and want to scale. The audit and protection part of the process typically indicates how you can leverage your assets. We can walk through the leverage step together and make decisions about how you will scale based on what we find in your audit and secure in the protection step.

  • No – this service is specifically designed to benefit experts who work with corporate clients in a service-based business.

Are you ready to turn your expertise into scalable, recurring revenue?

Let’s talk about it!