OptionBuilt™ Advisor Network
Ten assets. One system. Everything you need to start better business owner conversations and move them into action — from the first introduction to the post-cohort planning review.
The Simple Pathway
Each asset is designed for a specific stage of the system. Use them in sequence or reach for the one that fits where you are right now. Assets marked Working Tool are fillable — use File → Make a copy in Google Docs to save your own version.
Launch stage Working Tool
Build a thoughtful list of business owners who may benefit from the system. Prioritize the best first five. Invite them into the Personal Freedom Score™ conversation.
Invite stage
Introduce the Personal Freedom Score™ and use the results to create a better conversation. Send your advisor-specific Freedom Score™ link. Use the score results to create context. Do not turn the score into a planning pitch.
Handoff stage
Hand off Life First. Business Second. and the OptionBuilt™ Execution Guide. Point the owner to Chapter 3.5. Explain the private 30-day owner-only experience. Let them know OptionBuilt™ will send the details. Schedule the post-experience roadmap review.
During the 30 days
Send light check-ins. Encourage the owner to complete the process. Avoid adding homework. Prepare for a stronger post-cohort review meeting.
After the 30 days
Review the owner's completed Execution Guide and owner-built plan. Identify next-step planning opportunities with the owner's existing team.
Planning stage Working Tool
Spot planning needs. Sort each item into the right lane. Identify what belongs to you. Route the rest to the right advisor. Prioritize the next 1–3 actions.
Expansion stage
Explain the owner problem simply. Describe the Personal Freedom Score™ as the first step. Ask for one or two warm introductions.
Every stage
Send the right message at the right time. Keep the owner moving. Do not over-explain. Do not turn follow-up into a planning pitch.
Reference
Clarify what the advisor does, what OptionBuilt™ does, what Greg and Cara do, and what gets routed to the professional advisor team.
Launch checklist Working Tool
Build your list. Invite owners into the score. Run debriefs. Make the handoff. Track cohort participation. Schedule roadmap reviews. Start with your First 5.