Phase 1: Business Assessment
Phase 1 is the foundation of the entire onboarding course.
Before Profit Academy can help you grow your business, it needs to understand where you are today — your goals, your business model, your financials, and your mindset.
The more accurately you complete this phase, the more valuable the rest of the course becomes.
Modules in this phase
Welcome
Dreams
Business Info
Overview
Financials
FOPO
Welcome
The Welcome module introduces the FRAP framework and explains how the course works.
You’ll learn why increasing revenue from existing customers is often more profitable than constantly chasing new customers.
Dreams
This module helps you define what success actually looks like for your business and your life.
You’ll think about:
Income goals
Lifestyle goals
Business growth goals
Long-term vision
These answers become your reference point throughout the course.
Business Info
This module collects the core details about your business, including:
Industry
Services
Location
Business size
Customer type
This information is also saved to your DaVinci AI context, allowing the AI tools throughout Profit Academy to generate personalized recommendations and campaigns.
Tip
Be as specific as possible. Better input leads to better AI output.
Overview
The Overview module introduces the four FRAP revenue levers:
Price
Average Ticket
Referrals
Frequency
You’ll see how small improvements across all four areas can compound into significant revenue growth.
Financials
This is one of the most important modules in the course.
You’ll enter:
Annual revenue
Customer count
Average ticket
Customer frequency
These numbers become the baseline for your profit calculations throughout the program.
Tips for accurate results
Use real data from accounting or POS software if possible
Avoid placeholder numbers
Use estimates if exact figures aren’t available
Revisit the module later if your numbers improve
FOPO
FOPO stands for Fear Of People's Opinions.
This mindset module addresses one of the biggest hidden growth barriers for business owners:
Fear of raising prices
Fear of asking for referrals
Fear of selling confidently
Fear of customer reactions
The goal is to help you identify where FOPO may be influencing your decisions — and begin moving past it.
What happens after Phase 1
Once you complete Phase 1, the course moves into the four revenue-lever phases:
Price
Average Ticket
Referrals
Frequency
Each phase teaches practical strategies you can apply directly to your business.