Running an established business? Use the free WorkSmart Scale Assessment to map your profit, growth levers, and team priorities. Leave with a printable plan for your next move, then explore the Operators Club on Skool.
✓ Free assessment and results · ✓ Printable plan · ✓ Saves on this device
Sound familiar
Most people who want a business plan are stuck in one of three places.
You know roughly what you want. More revenue, fewer hours, freedom someday. But roughly is not a plan, and your head is a hard place to do math.
You downloaded the budget template. Started the revenue tracker. Maybe three of them. They sit half-finished in a folder you avoid opening.
You listen to the podcasts and save the posts. You're more informed than ever and still no closer to a plan you can act on.
Whichever camp you're in, the fix is the same. The Scale Plan asks, you answer, and the math happens for you.
Three paths, one planner
Pick your path and the whole planner adapts. A business owner and someone starting from zero shouldn't get the same questions, so they don't.
You have revenue. Now model your profit and what you take home, rank your next revenue levers, and plan the hires that get you out of the day-to-day. Job descriptions included.
You have a day job and spare hours. Match a side income to the hours you have, then decide where that money goes so it starts working for you.
No business yet. That's fine. Start from where you are today and walk out with a first plan you can act on this month, plus the skills to focus on first.
What you walk away with
Every answer feeds the math. By the last step you have a plan you could hand to an advisor or a business partner.
The amount that makes work optional, with a trajectory from your income today to the life you are building toward.
See what you keep, not what you bill. Then see what changes when you adjust your pricing or costs.
The specific moves that grow revenue from where you are now, ranked so you know what to do first.
The skills that turn the plan into money, and where AI can do the heavy lifting so you move faster with the team you have.
Print it or save it as a PDF. Keep your profit, growth, and team priorities together as you decide your next move.
Bring profit, growth, and team priorities together in a printable plan. The deeper 30-day plan, weekly check-ins, and toolkit remain member tools.
For existing paid members and buyers
Your free assessment is a starting point. Existing paid accounts keep access to the 30-day plan, weekly check-ins, and toolkit. Operators Club membership details are available on Skool.
Built from your goal, your numbers, and the levers you picked. Four weeks of concrete moves, not vague advice.
One week opens at a time
Log your week and get an honest coach review. Next week bends to match where you landed.
Accountability, built in
A full hiring kit for your next role, and a pricing advisor that tells you straight where you are underpricing.
For the calls that stall owners
How it works
Enter your contact details, then choose your path. The business-owner path maps profit, growth, and team priorities.
Email preference is optional
Your revenue, your hours, your costs, your goals. Numbers, not guesses. It saves on your device as you go.
Auto-saves while you work
One page with your freedom number, your levers, and your next steps. Print it, save it as a PDF, and explore the Operators Club.
View, print, or save as PDF
"You don't need more information. You need a system."
Morgan DeBaun · Founder, WorkSmart
Your next move
Get clear on your priorities, then explore the WorkSmart Operators Club.
Bring your priorities to a community of operators on Skool. See the club page for current membership details and what is included.
Explore the Operators ClubQuestions
That's path three. The planner starts from where you are today and builds a first plan you can act on this month, plus the skills to focus on first.
Work through the assessment at your own pace. Have your numbers handy, and return on the same device to keep working.
Yes. Enter your name and email to start the free assessment and view your results. Email preference is optional. The deeper 30-day plan, check-ins, and toolkit still require existing paid account access.
Estimates work. A plan built on rough numbers beats no plan, and you can rerun it anytime as your numbers firm up.
Assessment answers save on your device. Only contact details go to our email platform. Existing paid accounts also keep their account sync. See our Privacy policy for details.
Yes. Your existing member access and saved plans remain available. Open the planner and use the returning member option if you need to restore your account.
Keep the plan in your head, or spend 15 minutes and put it on one page. You already know which one moves you forward.