Free worksheet · ~30 minutes
The Future-State Decision Worksheet
12 questions that force the conversation most leadership teams keep delaying. Print it, fill it out with your partners, and you’ll know in under an hour which decisions you’ve actually made — and which ones are just being avoided. This is a sample of what comes out of a Revenue Architecture Blueprint.
What’s inside
The 12 questions
- What does our firm look like in three years if this works? Be specific about size, mix, and margin.
- What kinds of work do we want more of — and what kinds do we want to stop pretending we want?
- Where do leads come from today, in rank order, and which of those sources is actually scalable?
- Who owns the first 24 hours of every new lead? Name them.
- What’s our referral process, and would the referring partner describe it the same way we do?
- Where does data live today? List every system, including the spreadsheets nobody wants to admit to.
- What’s the source of truth for “who is a client of this firm?”
- What’s the one report leadership wishes existed but doesn’t?
- What automation or AI investment did we already make that hasn’t earned its keep?
- If we were buying our firm tomorrow, what’s the first thing we’d demand be cleaned up?
- Which decisions on this list do we have authority to make? Which require partner buy-in we haven’t secured?
- What’s the worst outcome of doing nothing for another year? Write it down.
Want us to walk through it with you?
A Future Design Call is exactly that — we go through the worksheet together, and you leave with the pattern-match for your firm’s situation.
Book a Future Design Call