Welcome to Your Dedicated Success Manager: 3 Months

You just gave yourself the one thing most owners never have: someone in your corner whose job is to keep your value climbing.

Knowing what to do is one thing. Doing it every week, while you’re running a business, is another. That’s what your Success Manager is for.

This guide explains what happens next, what your Success Manager does, and how your 90 days will go.

First, the Basics

• What you bought: Dedicated Success Manager, 3 Months
• What you paid: $497, one payment
• This is not a subscription. Nothing renews automatically. You will not be charged again.

At the end of your 3 months, you’ll have the option to continue. That’s your choice to make. If you do nothing, nothing happens.

What Happens Next

1. Watch your email. Your Success Manager will reach out to introduce themselves. Then reply to your Success Manager's first email.
2. Gather your materials. Use the checklist below so your first check-in counts.
3. Send your first update. You’ll share your numbers, your goals, and your plan.
4. Start your weekly rhythm. From there, you’ll check in by email every week for the next 3 months.

What Your Success Manager Does

They Know Your Numbers

Your Success Manager learns your business: what your business is worth, your value drivers, and where your value is leaking. You won’t have to explain it from scratch every time.

They Keep You on Your Roadmap

Your Value Roadmap ranks every move by how much money it can add. Your Success Manager keeps you focused on the moves that matter most, so you don’t drift into busywork.

They Hold You Accountable Every Week

This is the big one. Every week, you’ll check in. What did you finish? What’s next? What’s in your way?

Most owners don’t fail for lack of a plan. They fail because the business gets busy and the plan gets pushed to next month. Then next quarter. Then never. A weekly check-in keeps that from happening.

What They Don’t Do

Your Success Manager is not your CPA, attorney, or broker. For legal, tax, and financial specifics, confirm with your own advisors. Your Success Manager helps you stay on track and get the work done.

How You’ll Communicate

• Weekly email check-ins to review progress and set the next move
• Email for questions between check-ins
• Valuexus as your shared view of what your business is worth and your roadmap

Your Success Manager will confirm the details with you in your first check-in.

What to Prepare

Have these ready before your first check-in. Don’t worry if some are missing. Send what you have.

• Your login to Valuexus
• What your business is worth today
• Your last 2 to 3 years of financial statements
• Your current-year numbers so far
• Your exit goals: how much, when, to whom, and whether you want to stay on
• Your Perfect Buyer, in one paragraph
• Your Value Roadmap, or a list of moves you think could raise your value
• The three things you think a buyer would worry about most
• Ten minutes a day blocked on your calendar for value building

Your 90-Day Plan

Month 1: Baseline and First Moves

The goal: know exactly where you stand, and start moving.

• Confirm what your business is worth today and write it down: ____________
• Review your exit goals and your Perfect Buyer
• Find your weakest value drivers
• Build or sharpen your Value Roadmap
• Pick your first moves and start them
• Start your Proof Room: one place for every document a buyer will ask for

Month 2: Execution

The goal: do the work, every week.

• Work your roadmap, one move at a time
• Check in weekly: what’s done, what’s next, what’s stuck
• Watch what your business is worth and note what moves it
• Clear anything in your way, fast
• Keep filing wins and documents in your Proof Room

Month 3: Results and Your Next Plan

The goal: see what changed, and decide what comes next.

• Compare what your business is worth today to where you started
• Review which moves worked and which didn’t
• Build your next 90-day plan
• Decide whether you want to continue with your Success Manager

Every business is different, and results are not guaranteed. What you can count on is a clear plan and steady weekly progress on it.

What Happens at the End of 3 Months

Your 3 months end. That’s it.

Nothing renews automatically. You will not be charged again.

If you want to keep going with your Success Manager, you’ll have the option to continue. Just tell them. If you’d rather keep building on your own, you’ll leave with your roadmap, your next 90-day plan, and the weekly habit that keeps your value climbing.

Questions?

Email our support team using the address in your Valuexus welcome email. We’re glad you’re here.

Let’s grow what your business is worth.