New snapshot · Transformation Snapshot

Compose

Fill in the recipient and the fields below. The document is created as a draft — you can review it before sending for signature.

Section 01

Recipient

Who is this document for? Their name and email appear on the document and are used for delivery.

Client name*

Client email*

Section 02

Engagement

Business name*

Engagement start date*

Engagement end date*

Section 03

5 Functions Scores (1–5)

Use the same 1–5 scale from the Scorecard. Pull the start scores from the baseline scorecard you ran at intake.

Foundation · at start*

Foundation · now*

Marketing · at start*

Marketing · now*

Operations · at start*

Operations · now*

Pricing · at start*

Pricing · now*

Customer Experience · at start*

Customer Experience · now*

Section 04

Baseline Metrics

Hard numbers tell the story tables can't. Fill what you have; leave blank what you don't.

Annual gross revenue · at start

Annual gross revenue · now

Hours worked per week · at start

Hours worked per week · now

Net margin estimate · at start (%)

Net margin estimate · now (%)

% time in technician work · at start

% time in technician work · now

Active lead sources · at start

Active lead sources · now

Section 05

Client Voice

Pull direct quotes from the client — the exact phrasing they used at the start vs the end of the engagement.

In the client's own words (at start)*

In the client's own words (now)*

Section 06

Turning Points

Three moments that moved the needle most. Be specific — what was the decision, conversation, or shift?

Turning point 1*

What shifted for the client*

Turning point 2*

What shifted for the client*

Turning point 3*

What shifted for the client*

Section 07

The Result

In one or two sentences — what changed, and what's now possible that wasn't before?*

Client agrees to share this story (name, business, results) publicly?*

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