The Practice Builders Framework

Status: Draft — framework design Date: 2026-05-20 Source docs:

• ~/business-aos/decisions/2026-05-17-practice-builders-membership-model.md
• ~/business-aos/decisions/2026-05-19-tpc-pbos-tax-evolution.md
• Kathryn's Scalability Diagnostic (Google Drive — original IP, three domains) Modeled after: Taki Moore's Million Dollar Plan™ (concentric framework with growth rings)

The Three Problems

Every service-based practice owner has three problems:

1. A product problem — They can't define what they sell clearly enough to price it, scope it, and stop giving it away.
2. A pipeline problem — They don't have a way to generate leads that turn into clients on a regular basis.
3. A process problem — They have trouble delivering on their promise consistently without everything running through them.

You need all three working to have a business. You can't sell what you haven't defined. You can't deliver what you haven't sold. You can't win someone without a process for winning them.

The Master Framework: WIN / DELIVER / GROW

Three domains. All three must exist from day one. The membership deepens all three simultaneously.

                        ┌──────────────────┐
                        │                  │
                        │  90-Second       │
                        │   Pipeline™      │
                        │  One-Page Close™ │
                        │  Proof Engine™   │
                        │                  │
                ┌───────┤      WIN         ├───────┐
                │       │                  │       │
                │       └────────┬─────────┘       │
         ┌──────┴───────┐       │       ┌──────────┴──────┐
         │              │       │       │                 │
         │ Day One Done™│       │       │ Scope Lock™     │
         │ Never Wing   │       │       │ Never Lose a    │
         │    It™       │       │       │    Client™      │
         │ Never Go     │       │       │ Educate &       │
         │    Dark™     │       │       │    Delegate™    │
         │              │       │       │                 │
         │   DELIVER    ├───────┘       │     GROW        │
         │              │               │                 │
         └──────────────┘               └─────────────────┘

WIN — The pipeline problem

Get clients consistently. Know who to talk to, when, and what to say.

DELIVER — The process problem

Deliver on your promise without everything running through you.

GROW — The product problem

Define what you sell. Package it, price it, expand it. Grow by having better products — not by working more hours.

Growth Rings (Maturity Model)

Each segment deepens through four levels. The framework doesn't change — the depth does. All three domains progress together, not one at a time.

Ring 1: Structure (Level 1)

Get it out of your head. Document the process. Make it repeatable.

• You do: Everything, but now there's an SOP.
• AI does: Nothing yet. This is the baseline.
• What changes: It's not trapped in your head anymore. Someone else could follow it.

Ring 2: Streamline (Level 2)

AI handles the repetitive parts — drafting, formatting, data processing, first passes.

• You do: Judgment calls, quality review, client-facing decisions.
• AI does: The work that was eating your evenings.
• What changes: Same output, fraction of the time.

Ring 3: Delegate (Level 3)

AI does the heavy lifting end to end. Produces complete work product for your review.

• You do: Review, approve, redirect. Handle exceptions.
• AI does: Runs the full process. Produces finished work.
• What changes: You're reviewing output, not producing it. Capacity opens up.

Level 4 (Autonomous) is not part of the membership. That's AOS 1:1 territory. The membership takes you through Levels 1-3. Level 4 is the upsell — "You want autonomous? That's a deeper engagement."

The Phases — Depth, Not Domains

The phases aren't "do WIN first, then DELIVER, then GROW." All three domains must exist from day one. The phases are about depth — how far you take each one.

Phase 1: More Money

Get an MVP across all three. Define a product you can sell today (GROW). Build a basic way to win clients (WIN). Set up enough process to deliver (DELIVER). The membership pays for itself.

Promise: The investment pays for itself in the first phase.

Phase 2: Less Work

Deepen all three. Product gets refined. Pipeline gets systematized. Delivery gets streamlined. Same revenue, fewer hours.

Promise: You stop being the bottleneck.

Phase 3: Growth

Scale all three. Product line expands. Pipeline is predictable. Delivery is delegated. More money AND less work compounds. Ongoing build cycles.

Promise: The practice grows every cycle.

Workshop Position in the Framework

Each monthly workshop ($17) zooms into ONE segment of the framework. Attendees see the full framework, experience one piece of it, and leave with something they built. 60 minutes build + 30 minutes Q&A.

The workshop IS the entry point. They see the map. They build one piece. They want the rest.

The membership IS the ongoing build — working across all 9 segments, deepening through the maturity rings, in build cycles.

Workshop pricing:

• First workshop: included with LTO purchase
• After first: $17 per session
• Workshop fee credits toward membership
• Members get all workshops included

Workshop → membership pitch:

• Founding rate: $27/mo through June 20
• After June 20, price increases (amount TBD)
• Your rate stays the same as long as you're a member

Segment Naming — All Options

Current selections shown in the framework tables above. All options below remain on the table. ★ = existing IP. ◆ = new.

Existing IP That Feeds Each Segment

WIN: Pipeline — Name Options

WIN: Proposals — Name Options

WIN: Visibility — Name Options

DELIVER: Onboarding — Name Options

DELIVER: Session Rhythm — Name Options

DELIVER: Communication — Name Options

GROW: Packaging — Name Options

GROW: Re-enrollment — Name Options

GROW: Team — Name Options

Visual Asset Needed

This framework needs a designed visual — a Venn diagram or concentric model like Taki's Million Dollar Plan™. Markdown can describe it but can't sell it. The visual becomes:

1. The slide in the workshop that shows the full map
2. The image on the membership sales page
3. The reference members see as they progress

Design brief: Three overlapping circles (WIN / DELIVER / GROW), 9 segments around the outside, 3 growth rings showing maturity levels. Brand: charcoal #1a1a1a, gold #b79d64, cream #f9f7f4. Practice Builders visual style (deep teal/cream/gold, Fraunces + Montserrat) may apply instead — TBD.

Kathryn's Own Stack — Proof

Kathryn runs her own practice on this framework at Level 3-4:

• WIN: Paid traffic → CIB lead magnet → 52 Skills LTO → workshop → membership funnel
• DELIVER: AOS 1:1 client cascade (session → recap → master plan update → blueprint → action items — all automated). TPC weekly build cadence.
• GROW: Product ladder from free to $5K/mo. Maturity model framework. Practice Builders membership design.

The membership teaches what she runs. Not theory — infrastructure she uses daily.

Open Questions

• [ ] Framework name — needs a name like Taki's "Million Dollar Plan™"
• [ ] Segment names — are these the right 9?
• [ ] First workshop segment — Pipeline (WIN)? Or start with something from GROW (product MVP)?
• [ ] Visual format — Venn, concentric rings, or something else?
• [ ] Named proprietary tools per segment — develop as builds ship
• [ ] Which brand system — AOS (gold/charcoal) or Practice Builders (teal/cream/gold)?