FTFUFrom The Floor UpApp

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Transformation Snapshot

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Composer Form

What the coach fills in

Preview only. Inputs work for exploring the form shape, but nothing here saves. Use Compose (top right) to actually create a document.

Section 01

Engagement

Business name*

Engagement start date*

Engagement end date*

Section 02

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 03

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 04

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 05

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 06

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?*

Rendered Body

What the client sees

Transformation Snapshot — {{business_name}}

Client: {{client_name}} Engagement: {{start_date}} → {{end_date}}

5 Functions Progress

Function	At Start	Now	Change
1 — The Foundation: CEO Identity	{{foundation_start}}	{{foundation_now}}	—
2 — Marketing	{{marketing_start}}	{{marketing_now}}	—
3 — Operations: Systems & SOPs	{{operations_start}}	{{operations_now}}	—
4 — Pricing & Profit	{{pricing_start}}	{{pricing_now}}	—
5 — Customer Experience	{{cx_start}}	{{cx_now}}	—
Total / 25	—	—	—

Baseline Metrics

Metric	At Start	Now
Annual gross revenue	{{revenue_start}}	{{revenue_now}}
Hours worked per week	{{hours_start}}	{{hours_now}}
Net margin estimate	{{margin_start}}%	{{margin_now}}%
% time in technician work	{{technician_pct_start}}%	{{technician_pct_now}}%
Active lead sources	{{lead_sources_start}}	{{lead_sources_now}}

01 — Where We Started

In the client's own words at the start of our engagement:

{{client_words_start}}

02 — The Work

Three moments that moved the needle most:

1 · {{turning_point_1}}

{{shift_1}}

2 · {{turning_point_2}}

{{shift_2}}

3 · {{turning_point_3}}

{{shift_3}}

03 — Where We Are Now

In the client's own words at the close of our engagement:

{{client_words_now}}

04 — The Result

{{result_summary}}

Story sharing: {{share_consent_display}}

Unfilled placeholders are shown as {{field_name}} — they'll resolve to the coach or client's answers once a document is composed.