Goals & Planning

What it is

The strategic foundation for every organization and brand, an executive-level product inside the Audacionaire Executive Portfolio (its one home: the Org Design Cheat Sheet row in the /empire sidebar, list at /empire/cheat-sheets, wizard at /empire/cheat-sheets/new). One sheet per organization or brand: a fifteen-step wizard (Dee's approved order: 1 Setup, 2 Market or Staffing Niche, 3 Audience, 4 Goals, 5 Identity & Culture, 6 Research Insights, 7 Financials, 8 Lines of Business, 9 Services by LOB, 10 Service Catalog, 11 Strategy Center, 12 Org Structure, 13 Operations, 14 Next Steps, 15 Review) captures the industry (with popular suggestions plus free typing), niche market, top 3 company types, the market's top problems ranked with detail lines, company and buyer types, and target audience profiles (accordion per audience: Primary Audience / Decision Maker / Influencer tag, role, company type and size, pain points, desired outcomes, notes). The Goals step keeps Top 10 Business and Personal Goals native and LINKS the big goals to their real products (Dee's one-home law): the 10-year financial goal shows the live headline numbers (total revenue, total profit, year 1 target, status) of the organization's or brand's real Business Financial Goals record with Open and Create doors (create opens the AEP door at /empire/goals/create prefilled), and the 10-year impact goal links a Goal Engine goal (pick an existing goal or create one at /my-stuff/goals/new); legacy sheets that stored goal text or numbers keep them displayed with a nudge plus a one-click Create-the-real-goal-from-these-numbers bridge. The deeper layers from Dee's master document each have their own step: Company Identity & Culture (name, tagline, who I am, what we do, who we work with, a STRATEGIC POSITIONING block of differentiator, value proposition, and positioning theme, mission, vision, philosophy, and Values and Company Culture lists of up to 7 items each framed by opening and closing statements of at most two sentences), Research Insights (statistics with their sources, questions the market is asking with suggested answers and messaging angles, and a strategic summary), Org Structure (roles with person, responsibilities, and reporting line), Operations (core processes, tools, operating notes), and Next Steps (check-off actions with owner and timeframe). The FINANCIAL HALF of the sheet is Dee's Revenue Engine (from her Part 3 workbook, My Revenue Engine Builder), four steps of pure live math with no AI: the FINANCIALS step auto-populates the member's 10-year revenue goal from the organization's or brand's LINKED Business Financial Goal (never typed on the sheet; no goal linked shows an honest create-your-goal-first state), carries an editable growth rate (CAGR, default 34.6%, guidance: 20 conservative, 30-40 ambitious, 50+ exceptional) and net profit margin (guidance 15-25, start 20), and auto-calculates the Year 1 revenue target by reverse-engineering the geometric series (ten years compounding at the CAGR sum exactly to the goal), with a YR1/YR3/YR5/YR10 revenue-and-profit strip; the LINES OF BUSINESS step (labeled 'these are your revenue streams'; legacy revenue-stream entries migrate in as LOB rows automatically) takes up to 10 LOBs, each with a percent of total revenue, a live allocation check (green '100%, PERFECT' or the honest amber gap), and cascading target columns computed live (YR1, YR3, YR5, 10-YR, Avg Annual, Quarterly = 10-YR/40, Monthly = /120, Weekly = /520); the SERVICES BY LOB step gives each LOB up to 10 services picked from the 86-SERVICE LIBRARY grouped by its 10 categories (Core Staffing through Revenue Streams & Community Monetization) or typed as custom, each with a percent of that LOB's revenue (its own 100% check per LOB), the same cascade against the LOB's numbers, and the CEO MONEY LENS auto-filled from the library on selection (Speed to Revenue simple value in the cell with the detailed timing line beside it, Margin Profile, Cash Flow Rhythm); a custom service never gets invented lens values (it shows 'type your own lens in Part 3'); and the SERVICE CATALOG step turns every selected service into the member's branded offer: their own service name, description, a pricing model dropdown (Markup %, Per Hour, Flat Fee, % of Salary, Retainer, Per Event), Low / Target / High rates, billing terms and benefits notes, delivery method, and up to 10 of the member's own services under each line of business, each with its own name, description, pricing model, low/target/high rates, billing terms, and delivery method, nothing ever pre-filled. Pricing and cost notes stay on the Financials step. Two templates: General Business, and Staffing. On the Staffing template PROBLEMS NEST UNDER EACH ROLE, not shared flat lists: each position carries its own salary and hourly ranges, reports-to, and its own candidate problems (an accordion under it); each hiring manager carries its own salary and hourly ranges too (staffing firms run executive search on hiring managers) and its own employer problems (an accordion under it), each ranked High/Medium/Low, because one role's problems are not another's. A Staffing sheet ALSO has a Niche market problems area, separate from the per-role problems: problems happening in the market itself (not tied to one hiring manager or position), each optionally tagged staffing or non-staffing and noting the company or buyer type that feels the pain, for members who organize problems at the market level. Pre-redesign sheets keep any old shared employer/candidate problems in a clearly-labeled Unassigned problems group the member redistributes onto specific roles or clears, so nothing written before is ever lost. The Audience step also has a Pull audience from your portfolio control that lists audience avatars the member already built (their other cheat sheets sharing this organization or its associated brands, plus each associated brand's saved audiences from the Brand audience tab), deduped, so she PICKS which avatars to add instead of typing blind (this is a read of her own data and never meters; the picked avatars append as editable profiles whose pain points and outcomes fill on a metered AI press). The Add-audience control on a Staffing sheet is a dropdown of the sheet's own positions (seeded as Candidate audiences) and hiring managers (seeded as Employer / Buyer audiences) plus free-typed custom profiles; a blank company size means open to all company sizes; and when the AI drafts the audience section it enumerates every role (one profile per position and per hiring manager, not an arbitrary few), so the audience section meters per profile (more profiles is more research and legitimately more credits, refunded on failure) while the pain points fill only on a metered Complete/Update press. Autosaves on every step; the wizard wears the executive AEP dress (Private Bank light / Obsidian dark) with a 15-chip step navigator, a thin gold progress bar, and per-step validation: progress counts a step only when its content genuinely validates (Lines of Business percents must total exactly 100%, each LOB's service shares too), the shell shows 'n of 15 sections', and Review's Mark complete stays disabled until every other step validates, listing exactly which steps still need real content. General Business sheets validate step 2 on their own Market content (top problems and buyer types); the role and market-problem requirements apply only to the Staffing template. The list page shows honest stats (total, completed, in progress, drafts, average completion) with Resume draft. The REVIEW step renders every section (Setup included) as a collapsible accordion the member opens at will, with the prose sections laid out line by line and bullet by bullet (business goals, personal goals, culture, statistics, market questions, processes, next steps), and its Next Steps section has a CONVERT TO CHECKLIST button that turns the steps into an interactive check-off list persisted on the sheet itself (each check saves; a platform-wide member checklist product is a planned follow-up). The save button is state-aware: Save draft while the sheet is a draft, Save changes once it is marked complete, and saving never demotes a complete sheet. The one AI action, Research & Auto-Fill (uses credits, refunded automatically on failure), researches the member's setup inputs plus the linked brand's knowledge and drafts top problems, audience profiles, and goal starters into EMPTY fields only; member text is never overwritten. Associating brands makes the sheet FLOW to ALL of them: the Setup step is a MULTI-SELECT of the picked organization's brands (associate any that share the org's knowledge, up to 12), and every save writes the sheet's structured summary into EACH associated brand's knowledge base (removing it from a brand the moment it is unassociated), so every AI surface reading any of those brands' knowledge understands the member's market automatically; the sheet's own AI (Research & Auto-Fill and every per-section run) also DRAWS on all the associated brands' voice and knowledge, not just one. Members with an EXISTING cheat sheet, or a BUSINESS PLAN, bring it in three ways: upload the document (.docx or PDF, up to 25MB), paste a PUBLIC Google Drive link, or pick one of their saved business plans from the Business Plan Studio (Import existing on the list page, or the Already have one? line inside the wizard). A business plan makes the sheet a full research engine: whether uploaded as a file or picked from the member's saved plans, its sections fill everything else out through the SAME mapper (Market Analysis becomes industry, niche, company types, and top problems; Target Market and Customer sections become audience profiles; a Personal Goals section and a Business Goals section (a list or prose) become the Top 10 Personal and Business Goals, one entry per distinct goal with the member's specifics kept verbatim (a car with its price, a house with its address and price, each dollar amount); Financial Plan and Projections become the financial goal and projections; Executive Summary, Mission, and Vision become company identity; Operations becomes operations; Organization and Management becomes org structure), always in the plan's own words with nothing invented, and when the member has no saved plan the source shows an honest empty state that links to the Business Plan Studio; the AI maps the document's own content into the sheet's sections (uses credits, refunded automatically on failure or when nothing usable is found), fills only what the document really covers, never invents facts, and when the target sheet already has content the member chooses first: fill empty fields only, or replace. Fill empty fields is granular (deep-merge, not all-or-nothing): it fills empty leaves INSIDE sections the member already started (an audience profile that has a name but empty pain points and desired outcomes fills from the matching document profile, and genuinely new profiles the document adds are appended), and never overwrites, reorders, or deletes anything the member wrote. The original file stores with the sheet, and a private Drive link fails honestly with instructions to set it to Anyone with the link can view. Once a sheet has data, every section carries its own AI button (uses credits per section run, refunded automatically on failure or empty output): Complete with AI drafts an EMPTY section from everything the platform knows (the rest of the sheet, the linked brand's knowledge, the imported document, remembered context), and Update with AI refreshes a filled section around the member's own text, where their facts and entries always win and their numbers are re-applied exactly as entered; the AI rail's Fill in the blanks fills every EMPTY field on the sheet in one pass, reaching into partially-filled sections as well as wholly blank ones (an audience profile with empty pain points, a Goals step with business goals but no personal goals): it drafts only the empty fields, keeps every word the member wrote and their entry order, is charged per section actually filled and refunded when a section had no empty field to draft, and reports which sections were filled (Audience included when it fills profile sub-fields). A Regenerate cheat sheet control cleans up a messy or partial import by re-running the same generate infrastructure with a clear choice: fill only empty fields, or a fuller regenerate that tightens every section around the member's own words (their facts and entries always kept, confirmed first, never a silent overwrite). Every AI-fillable field ALSO carries a tiny per-field regenerate button beside it (the circular-arrows icon, consistent everywhere like the dictation mic): on a text field (strategic summary, tagline, differentiator, value proposition, mission, vision, notes) one press redrafts JUST that field from the whole sheet's context and replaces only that field, and on a list field (market questions, statistics, values, culture, business and personal goals, top problems, buyer types, niche market problems, org roles, processes, tools, revenue streams, next steps) it means GENERATE MORE: a few new entries append under the member's own, deduplicated, never replacing or reordering anything they wrote. One field generates at a time, each press is its own small metered action (smaller than a section run, refunded on failure or when nothing new could be drafted), and member-identity or data-entry fields (company name, people, pay numbers, linked goals) deliberately carry no button. Every draft lands as editable content with a dismissible review note. AFTER the Revenue Engine comes the STRATEGY CENTER (Dee's Impact First Framework, step 11 of the wizard), the planning brain that completes the sheet: STRATEGIES belong to the organization and serve its financial and impact goals (each strategy has a name, the goal it serves, and a description of intent, and a STRATEGY TYPE dropdown seeds all three as an editable draft for members who do not yet know their strategy, from a dozen general business-growth types like grow in your current market, expand into new markets, add a service line, move upmarket, grow through partnerships, become the authority, diversify, or scale the team, with a Create your own escape hatch), and under each strategy live STRATEGIC INITIATIVES (Strategy then Strategic Initiative then the initiative's plan; there is no separate Programs record). Each initiative carries a TIER label (Tier 1 revenue-generating, or Tier 2 growth and visibility that fuels Tier 1), a LIVING-COMMAND-CENTER status (on track, stalled, done) with an adjustable check-in cadence and a stall flag (default: check in monthly, flag after 45 days without movement, both editable, with a Mark moved today button so the Strategy Center never becomes a document nobody reopens), and a 'does this generate revenue?' flag that, when yes, links to or creates a Line of Business in the Revenue Engine (one record, both rooms: the community-LOB bridge works BOTH directions, a revenue-generating initiative back-posts its Line of Business and a community-type line auto-populates a Tier 2 initiative, and a member's removal is honored forever so neither side ever resurrects a deleted record, mirroring the Staffing audience auto-create precedent). A finished initiative offers the three-way handoff: SAVE (the default, fully working, keeps the AEP journey going), Generate the plan, and Generate the plan and execute (the two AI handoffs show as honest coming-soon controls in this build, never a broken button). An optional ANCHOR EVENT records the impact goal's annual gathering (event type, annual month, and the theme it rallies around); its Create this event action will draft the event into MeetMindz across the marriage (UYI plans it, MeetMindz runs it) and shows as coming soon until the MeetMindz event-receiving bridge lands, with the details saving on the sheet now. Template-aware like the rest: General Business gets the clean framework with plain guidance and industry-fitting example strategies, while the Staffing template seeds Dee's strategy catalog suggestions plus the 'Community' line-of-business suggestion (round table, conference, membership as its services) and the anchor-event walkthrough. The Strategy Center is a validated wizard step (it counts toward completion once a named strategy carries at least one named initiative) and flows into the brand knowledge and Kenny's context like every other section. SUGGEST STRATEGIES WITH AI (Dee, Aug 20 2026): the Strategy Center has its own AI button like every other step, and it is ADD-ONLY. It drafts strategies and initiatives from everything the sheet already knows, preferring the platform owner's own Strategic Initiative library so a picked initiative matches a real library entry, and it can only ADD: every strategy and initiative the member already has comes through exactly as written, with its status, check-in cadence, last-moved date, revenue link, and any line-of-business link untouched, and only a blank description or goal line fills. Nothing is ever rewritten, reordered, or removed, an initiative the member deleted never comes back, and the button reads Suggest strategies with AI on an empty step and Suggest more with AI once it holds content. It meters like any other section run and refunds on failure. Every control on the step is a real door: nothing on it is pending or coming soon. Building and saving sheets is free on every plan. SUGGEST MY LINES OF BUSINESS (the Lines of Business step): a sheet that is not staffing-shaped has no Revenue Engine workbook to upload, so this drafts the lines from everything the member already filled in the EARLIER steps (setup, market, audience, goals, identity, research, financials) and gives each line a starting percent of revenue. The shares always total exactly 100, so the step is never left blocked on its own rule. Every line comes back editable: rename it, re-weight it, delete it, or add your own; nothing is saved by the suggestion, only the member's own save writes. It meters as one call and refunds automatically when the run fails or when the sheet does not yet say enough, in which case it says so plainly instead of inventing a business the member has shown no sign of being in. A member who DOES have the Revenue Engine Builder workbook uploads it instead on the same step: that import is deterministic, free, and brings their real percentages, reading the Lines of Business tab (name in the first column, percent in the second).

What it is for

laying the strategic foundation of an organization or brand: industry, niche, audience, top problems, and 10-year impact and financial goals in one executive document

How to use it

Build one at /empire/cheat-sheets/new (inside the Executive Portfolio). The eleven-step wizard captures your industry, niche, audience, top problems, and 10-year goals; pick General Business or the Staffing template. Associate your brands so the sheet flows into each brand's knowledge, and use Research & Auto-Fill or import a business plan to draft empty fields (uses credits, refunded on failure). Building and saving is free.

What it is

The member's Personal Power Blueprint, Step 3 of Dee's The Next V Formula (Your Leverage) from her book. It is the honest inventory of what the member already brings, seven elements spelling KEESKAs: Knowledge (what they know from living), Experience (work done for others), Expertise (what people come to them for), Skills (what they are naturally or technically good at), Kinship (who is in their corner, their people), Abilities (innate strengths like resilience and creativity), and Stories (the transformation they have lived). Kenny gathers it LIGHTLY and conversationally over time (one gentle question woven in only when it fits, never an interview) and saves it to the member's profile. Members can also fill it in directly on the calm optional questionnaire at /account/keeskas (Profile > KEESKAs blueprint). It feeds idea shaping everywhere (the Discover roadmap and the Idea Validator build from what the member actually brings, not generic suggestions). Never mandatory.

What it is for

building every idea and plan from what the member already brings (their knowledge, experience, expertise, skills, kinship, abilities, and stories) instead of generic advice

How to use it

Fill in your KEESKAs at /account/keeskas (Profile > KEESKAs blueprint), one calm textarea for each of Knowledge, Experience, Expertise, Skills, Kinship, Abilities, and Stories. It is optional and prefilled from what is saved, and Kenny also gathers it lightly as you talk.

What it is

The Goal Engine's home is now the AEP Goals hub at /empire/goals (Dee, Aug 10 2026), moved out of My Products, with three types on one board: Business goals (/empire/goals/business), Personal goals (/empire/goals/personal), and Financial goals (/empire/goals/financial), each card showing a live count over a recent-goals rail. Business and personal goals have SEPARATE create doors (Dee, Aug 20 2026): /empire/goals/business/new and /empire/goals/personal/new, with no type toggle, so a business goal can never file itself under personal. A business goal MUST name the organization it belongs to (required, plus an optional brand) and surfaces on that org/brand's Org Design Cheat Sheet; a personal goal has no organization picker at all and is never scoped to a company. The old /empire/goals/new link routes to the right door. The description box has a dictation mic. Kenny leads a goal-setting conversation (money targets across timeframes from next month to 10 years, the 6 month and 5 to 10 year picture, real hours per week, and career, business, life, and community goals), then turns it into structured goals the member confirms: each with a category, a timeframe, a concrete target, and a date, tracked with milestones, tasks, and outcomes. The Goal Engine's product pages still exist under /my-stuff/goals (the standalone My Products shell), but its HOME is the AEP Goals hub now. The My Stuff hub at /my-stuff/goals has two create entry points at the top (Create a goal with Kenny, free-text with a mic that opens Kenny's drawer with their words carried in, and Add a goal quickly, title plus category, saved as a Draft that opens for shaping), honest stat cards (active goals, on track with the percent of active, this week's progress logs, targeted spend against total budget), a filterable Your goals grid or list (All/Active/Draft/Completed pills, category filter, sort, cards/list toggle, progress rings computed from real task completion), a Next up panel of upcoming tasks, derived Goal insights, and the door to the premium Business Financial Goals engine at /goals/financial. Adding and editing goals is a full page, never a popup: /my-stuff/goals/new (also /goals/new) with goal details (title, description, why this goal matters, category as the life area, goal type as the shape: milestone, number, or habit goal, target date, optional dollar target and budget, a visual-inspiration image upload), a goal-specific target metric that adapts to the category (weight for Health, dollars for Financial, books or miles for Personal Growth, revenue for Business), and a Draft/Active/Paused/Achieved status control. Each goal's detail page has five tabs: Overview, Milestones & Tasks (accordion milestones with tasks, per-milestone menu, add task/milestone, and Kenny's AI action-plan band that maps generated milestones straight into the plan), Activity Log (logged time, spend, and notes with filters, a week snapshot, and a progress ring), Analytics (charts from real logged data only, with honest not-enough-data states), and Notes & Files (quick notes with voice dictation, tags, pins, milestone links, simple folders, a files library on the platform's storage, and Ask Kenny about your content, which summarizes only the notes and file names that exist, using credits). Visiting /goals redirects a member to the hub; logged out, /goals stays the porch chat front door. A goal is NOT a plan (Dee's Laws of Plans): creating a goal creates nothing in My Plans; from the goal's workspace the member taps Activate a plan and attaches it to an organization, a brand, or Personal, and only then the goal's plan appears on the My Plans shelf (un-activating removes it from the shelf and leaves the goal untouched).

What it is for

setting realistic, trackable goals and measuring success against them

How to use it

On /goals, Kenny leads a goal-setting conversation (money targets across timeframes, your real hours, and career, business, life, and community goals). Tap Lock in my goals to turn it into structured goal cards you confirm and edit before anything saves. Signed-in members land in the command center at /my-stuff/goals.

What it is

The premium CEO financial goal engine at /goals/financial, with a second door inside the Audacionaire Executive Portfolio at /empire/goals/financial (reached through the AEP Goals hub at /empire/goals; create at /empire/goals/financial/create, each goal at /empire/goals/financial/<id>) rendering the same form and workspace in the AEP's own shell; both doors share ONE record store, so a goal created in either place shows in both immediately. One MASTER financial goal per organization, and one goal per brand under it (brand goals roll up as a displayed sum next to the org's master goal for comparison; nothing is merged). The member enters only the numbers they control (goal name, a 1, 3, 5, or 10 year duration, total revenue goal, total profit goal, target net margin %, year-over-year growth rate %, annual CEO salary need, and a personal wealth target) and everything else is pure arithmetic computed live as they type, no AI and no credits: the Year 1 revenue target reverse-engineered with the geometric series (Year 1 = total revenue / sum of (1+growth)^k across the years), the year-by-year revenue and profit trajectory with a personal savings row paced WITH revenue (each year's revenue times the wealth goal's share of the total revenue goal, summing exactly to the wealth goal), a live preview with Year 1 revenue and Year 1 profit, annual/quarterly/monthly/weekly breakdowns of Year 1, an SVG revenue-vs-profit chart, and four built-in sanity checks that show their formulas, mirroring the owner's master sheet (planned savings rate = total profit goal / total revenue goal, healthy under 60%; CEO salary under 80% of average annual profit; personal wealth target at most 100% of total profit; Year 1 revenue at least the salary / net margin), plus a reality-check note when the growth rate is extreme. Inputs forgive real-world typing ($, commas, %, spaces all parse; thousands separators appear live), the goal name is optional with suggestions and a sensible default, the create form backs itself up locally until saved, and the goal page opens read-only with accordion sections until Edit inputs is pressed (then a sticky Save changes bar). Goals archive (out of the default lists, restorable from the Archived filter, nothing destroyed) or delete behind a confirm. Status chips (On track, Needs review, Draft) are derived from those checks, never stored. Viewing the pages is open on every plan; CREATING or SAVING a goal comes with the Build plan and above (not Unleash; admins always). Every number is the member's own target, never a projection or income promise. Activate throughout the system (the goal feeding the rest of the platform) is a held build: the button is visible but honestly disabled until the UYI LaunchBox connection arrives.

What it is for

putting one honest master money target on the business (and each brand) and reverse-engineering what year one, this quarter, this month, and this week must produce

How to use it

At /goals/financial (or the executive door at /empire/goals/financial, reached through the AEP Goals hub at /empire/goals), enter only the numbers you control (duration, total revenue and profit goals, margin, growth rate, CEO salary, wealth target). Everything else is live arithmetic, no AI and no credits: the Year 1 target, the year-by-year trajectory, the breakdowns, and four sanity checks. Viewing is open on every plan; creating or saving a goal comes with the Build plan and up.

What it is

Map where your hours go and free up time to work on this.

What it is for

anyone who is not sure they have the time to start

How to use it

At /timelife, map where your hours actually go and free up time to work on the business.

What it is

A step-by-step system for what to set up, start, launch, or scale, in the right order. The core path is Dee's Unleash an Idea master checklist (Idea, Goals, Products, Brand, Marketing, Sales, Outcomes & Impact): Kenny tailors a copy to the member's idea during their idea conversation, or they start the standard copy themselves from the checklist dashboard. Goals come right after the idea, because success tracking measures against them. The public front door for someone who wants to start a business but does not know the steps is /start-a-business-checklist, a sales page that lays out the ordered path and sends them to signup (next=/checklist/dashboard).

What it is for

starting or scaling a business with the right steps in order

How to use it

Start the Unleash an Idea checklist from /checklist/dashboard, or let Kenny tailor a copy to your idea during your idea conversation. Work it at /checklists/unleash-an-idea; each step is a concrete action in the right order.

What it is

The honest, source-cited answer to why businesses fail (BLS, SBA, Federal Reserve, CB Insights): real survival rates by year and industry, the ranked causes, and the financial early-warning thresholds, written for a total beginner and solid for a startup-savvy reader. A free Kenny intro reads a rough failure-risk band from a few plain-language answers, no account needed. Signing up unlocks the full deliverable: three interactive tools (Quick Check, a 10-factor weighted Risk Score, and a 5-calculator Diagnostic covering runway, customer concentration, CAC/LTV, product-market fit, and debt/receivables), every RED flag paired with its specific fix, plus an Excel workbook of all three. Each full analysis uses one of the plan's monthly allowance (Free 1, Unleash 2, Build 3, Studio 4, Suite 5, Suite+HootHire 6); beyond that one more uses credits.

What it is for

the person with an idea who is afraid to start, and any founder who wants a data-backed read on their own risk before or while launching

How to use it

At /business-failure-analysis, a free Kenny intro reads a rough risk band. A free account unlocks the full deliverable: Quick Check, a weighted Risk Score, and a five-calculator Diagnostic, plus an Excel workbook.

What it is

A full business plan drafted from live research (your market, real competitors, realistic numbers, your state's specific licensing), structured for whoever will read it (bank, investor, landlord, grant, franchise), then edited, saved, and downloaded by you. The member home is /business-plan-studio: the My Business Plans list (Drafts vs Completed with completion bars), the guided intake at /business-plan-studio/new, and each plan's workspace at /business-plan-studio/plans/<id> with a customizable cover page (tagline, accent color, classic/modern/minimal layout, contact details), table of contents, inline section editing with dictation, the research references, and file attachments (a floor plan, permits, quotes). Download as Word (.docx) or Markdown (.md), or print / save as PDF. Keep several plans; duplicate or delete from the list. credits per draft, refunded automatically if it fails. The outside sales door stays at /businessplan: a guest who fills the intake and hits Draft is walked through the free-account gate with their answers kept (uyi:businessPlanSeed in the browser), and the draft runs automatically right after signup, paid from the signup starter credits and saved to the new account; signed-in members on /businessplan are redirected to the member studio. A business plan is one TYPE of plan on the unified My Plans shelf (/my-stuff/plans, which also holds idea action plans, IdeaStoor-synced idea plans, and activated goal plans); each business plan row there opens that exact plan at /business-plan-studio/plans/<id>, carries an attachment chip (organization, brand, or Personal), and the studio has its own doors in the left My Products menu and on the My Plans header.

What it is for

anyone who needs a real business plan for a bank, landlord, investor, or their own clarity

How to use it

At /businessplan, fill the intake and pick who the plan is for (bank, investor, landlord, grant, franchise, or yourself). It drafts a full plan from live research using credits from your plan, then you edit, save, attach files, and print it.

What it is

Scan the real competitors for a business in any city: live listings and reviews turned into a ranked report with gaps and a positioning play.

What it is for

knowing the local competition before starting or growing a local business

How to use it

At /competitor-scan, enter a business type and city to pull the live Google Maps competitors and get a ranked market report with gaps and a positioning play.

What it is

A guided commitment builder for solo founders, surfaced in the AEP My Assessments home (/assessments) as its own accordion beside the founder assessments and Know Your Chemical Composition (not in the My Products section); the tool itself lives at /rules-of-engagement. 11 rules across three layers (rules with yourself, rules with your business, rules for how you engage with others). For every rule the member reads real examples of the rule being followed and being broken, then writes their own specifics: the signals, targets, standards, and boundaries that fit their situation. Part 4 is the commitment summary, where they type their name, company, and signature and activate their rules; the signed copy downloads as a branded PDF, and per-part worksheets download too. Progress is honest (a rule counts as completed only when all its specifics are written and saved), and after activation the rules stay editable as a living document to revisit and evolve. Pure writing and reflection: no AI runs here, so nothing meters.

What it is for

committing to written standards for identity, discipline, pricing, professionalism, and culture before the pressure moments hit

How to use it

At /rules-of-engagement, work through 11 rules across three parts. Each rule shows examples of following and breaking it, then you write your own specifics (dictation on every box). A rule counts as done only when all its specifics are saved. Part 4 is the commitment: type your name, company, and signature and activate, then download the signed PDF. No AI runs here, so nothing meters.

What it is

Program self-assessments, scored honestly. The assessments home opens with a Founder Assessments section: three cards linking straight to the founder assessments (Create Your Chemical Reaction at /assessments/chemical-reaction, Know Your Chemical Composition at /assessments/chemical-composition, and Building the Chemical Reaction: Team Edition at /assessments/team-chemical-reaction). Below it, the home renders each assessment as its own collapsible accordion (header: title, what it measures, section and question counts, live completion state with a colored status pill; body: description, Start / Continue / Retake doors, and the last result summary once taken), with the first incomplete assessment open by default. The first is Create Your Chemical Reaction: Self-Assessment from the Building the Chemical Reaction chapter (the Solo Founder's Formula), at /assessments/chemical-reaction (the old /assessments/solo-reaction URL redirects there). The member answers three element sections (Identity, Discipline, Meaning: 13 questions mixing written answers, a 1 to 10 belief scale, weekly revenue hours, and a Yes/No/Sometimes toggle) plus the Read Your Answers Back reflection where they name their focus element and one specific commitment for the week. Answers autosave to a private draft (Save Draft and Continue Later both hold their place), every text box has the dictation mic, and the privacy promise is real: only the member can ever see their answers. Submitting has Kenny score each element 0 to 100 with honest interpretations, an overall Reaction Score, the strongest element and the growth opportunity, a reaction balance triangle, a founder archetype (their Reaction Profile), a coach insight, and a 3-item action plan for the week built around the member's own stated commitment; results save to their account and re-render any time without re-scoring, with Review Answers showing the frozen submission read-only. The FIRST completion of an assessment grants a one-time completion bonus to the member's account credits (retakes never re-grant; the results page says a bonus landed with no number, and the amount shows only on the My Account ledger per the credit-display law). Free-signup members can take it; answering and saving are free, and scoring a submission uses credits quietly (no price shown at the point of use, a failed scoring refunds in full, admins never charged). SECOND: Know Your Chemical Composition at /assessments/chemical-composition (also linked from the Audacionaire Executive Portfolio sidebar), from the chapter of the same name. Three free third-party assessments taken on their own sites (Human Design at myhumandesign.com for energy, the free DISC test at discpersonalitytesting.com for behavior, the Core Values assessment at personalvalu.es for ranked values; each opens in a new tab), recorded in one hub: the member uploads a screenshot or text PDF or pastes the text and Kenny reads the chapter's record-your-results fields into an editable review form (uses credits quietly; a failed or empty read refunds; scanned image-only PDFs cannot be read and the hub says to screenshot or paste instead), or types the fields in by hand, always free; every free-text field has the dictation mic and nothing saves until the member confirms it. With all three layers recorded, the hub shows the Three Layers Combined formula strip and the Composition at a Glance table (every row the member's own recorded words; no invented balance scores), plus six result tabs: Composition Overview, the chapter's five AI prompts (Your Core Formula, Your Ideal Environment, Your Decision-Making, Your Growth Blueprint, Your Legacy Impact) run verbatim with the saved results auto-inserted (each generation uses credits quietly, saves to the account, re-renders without re-calling the AI, and can be regenerated; a Generate AI Insights button queues all five), and a static Partner Discussion tab with the chapter's seven compare-your-compositions questions. The fifth prompt writes the member's personal rules of engagement, the bridge to their formal Rules of Engagement document. Recording all three layers for the first time grants the same one-time assessment completion bonus (once ever, numberless at the point of use, amount on the My Account ledger). THIRD: Building the Chemical Reaction: Team Edition at /assessments/team-chemical-reaction, from the Team Edition chapter (for the founder who now leads a team: W2, 1099, virtual, on-site, sales reps, recruiters, even AI agents). Same private engine as the solo reaction: three element sections (Collective Identity, Collective Discipline, Collective Meaning: 13 questions mixing written answers, a 1 to 10 shared-belief scale, a 1 to 10 culture-temperature scale, and a does-the-discipline-hold-when-I-am-not-watching Yes/No/Sometimes toggle) plus the Read Your Answers Back reflection naming the element the team needs most and one specific thing the founder will do with the team this week. Answers autosave privately with dictation mics, submitting has Kenny score the collective compound the same honest way (element scores, balance triangle, archetype, coach insight, 3-item action plan), the first completion grants the same one-time bonus, and scoring uses credits quietly with the same refund-on-failure promise.

What it is for

founders who want an honest read on their Identity, Discipline, and Meaning, and a focused plan for the week

How to use it

At /assessments, open an assessment accordion and take it: answer the sections (every text box has a dictation mic), save a private draft anytime, and submit to have Kenny score it with honest interpretations and a weekly action plan. Only you can see your answers. Taking and saving are free; scoring uses credits quietly, and the first completion of each assessment grants a one-time bonus.