The $500K Blueprint: What to Audit, Fix, and Focus On Now

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May 13, 2025

Jessica Marx, a business strategist and five-time Forbes business coach, joins the discussion on scaling your business effectively. She emphasizes the importance of mindset and conducting self-audits to identify growth opportunities. Listeners learn how to create an ascension model that enhances client lifetime value without adding more offers. Jessica also provides insights on maintaining strong customer relationships and making informed financial decisions, all tailored for entrepreneurs at various stages of their business journey.

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ADVICE

Create Ascension Models

Build an ascension model to increase client lifetime value instead of seeking many new offers.
Create tiered course levels and alumni programs for sustainable revenue growth.

ADVICE

Optimize Course Pricing and Structure

Use customer feedback to identify next-step offers after initial courses.
Price courses strategically and break content into tiers to increase profitability.

ADVICE

Leverage Internal Marketing

Use internal marketing to sell to your existing customers for faster conversions.
Nurture warm leads and past buyers with win-back campaigns and new offers.

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Clarity Over Guesswork: The CEO-Level Questions You Should Be Asking

What if the only thing standing between you and your next big leap in business is how you see your business?

I’m joined by powerhouse business strategist and five-time Forbes business coach Jessica Marx. Together, we unpack what it really takes to scale with clarity, confidence, and profitability. Whether you’re currently bringing in $250K and aiming for $500K, or already eyeing seven figures, Jessica shares the same audit strategies she uses with 7- and 8-figure clients — but tailored for where you are right now.

You’ll learn how to build an ascension model from your existing offers, create scalable systems (even with a tiny team), and adopt the mindset shifts that high-level founders embrace to keep growing. This conversation is packed with practical tips and thought-provoking perspective shifts designed to help you make confident decisions and scale with intention.

If you’ve been unsure where to focus your time, energy, or hiring efforts, this episode is your roadmap to scaling smarter — not harder.

HERE ARE THE 3 KEY TAKEAWAYS FROM THIS EPISODE:

1️⃣ You Don’t Need More Offers — You Need an Ascension Plan.Learn how to turn one course into a long-term customer journey that increases lifetime value and drives sustainable growth.

2️⃣ Start Treating Your Business Like It’s Already at the Next Level.Jessica walks through how to self-audit your operations, organize your internal data, and run your business like a CEO, regardless of your current staff size.

3️⃣ Mindset Is a Business Strategy.Discover the mindset patterns that hold founders back and how to shift your thinking to support sustainable, scalable growth.

RESOURCES MENTIONED IN THIS EPISODE:

AI Prompt Inspired by Jessica Marks’ Business Audit Framework - amyporterfield.com/show-notes/11

Connect with Jessica on Instagram - @thejessicamarx

Work with Jessica - tailoredpremier.com

Listen to our episode on Millions Were Made - $130M in Sales to Appointing a New CEO

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