Thriving WEALTH Capital — From Fragile to Leadership
A RapidKnowHow + ChatGPT Power Guide to compound Financial, Knowledge, Relational, and Legacy Capitals with a single Growth Multiplier. Minimal. Action-first. Results-driven.
Contents
1) Model & Formula
2) Diagnostic Rubric (0–10 per capital)
3) 12-Month Roadmap (2026)
4) 90-Day Sprint Playbook
5) Operating System (weekly cadence)
6) Metrics That Matter
7) Scripts & Templates
8) Interactive Tools
9) Risks & Anti-Patterns
10) Next Steps & CTA
1) Model & Formula
Total WEALTH = (F + K + R + L) × G
- F = Financial Capital (assets, surplus, liquidity, debt quality)
- K = Knowledge Capital (codified IP, tools, playbooks, systems)
- R = Relational Capital (partners, trust, distribution, referrals)
- L = Legacy Capital (brand trust, continuity, repeatability, impact)
- G = Growth Multiplier (applied once): Asset-Light × AI × Licensing Discipline
Tip: Improve your weakest capital by +2 in 30 days, then lift G via SOPs + automation + partners.
2) Diagnostic Rubric (score 0–10)
F — Financial
- 0–2: Runway <1 mo; savings <5%; high-interest debt; 1 stream
- 3–4: Runway 1–3 mo; 5–10% savings; 1–2 streams
- 5–6: Runway 3–6 mo; 10–20%; 2 streams
- 7–8: Runway 6–12 mo; 20–30%; 3+ streams; autopay allocations
- 9–10: Runway 12+ mo; 30%+; 4+ streams; drawdown play
K — Knowledge
- 0–2: In head only; no repeatable method
- 3–4: Fragmented notes; no packaging
- 5–6: 1 MVP playbook/tool; first results
- 7–8: 2–3 assets; cases; monthly updates; AI ops
- 9–10: 4+ assets; SOPs; QA; fast cloning
R — Relationship
- 0–2: No partners; ad-hoc intros; no CRM
- 3–4: Few warm contacts; no terms
- 5–6: 3 active; rev-share; monthly touches
- 7–8: 5–10 active; ≥30% revenue via partners; weekly co-marketing
- 9–10: 10–15 active; ≥50%; SLAs; dashboards; waitlist
L — Legacy
- 0–2: Person-dependent; no docs; no continuity
- 3–4: Basic docs; sporadic repeat
- 5–6: Clear promise; 20–40% repeat; IP registry
- 7–8: 40–60% repeat; brand proof; handover pack
- 9–10: 60%+ repeat; survives leadership change; legal/IP strong
3) 12-Month Roadmap (2026)
Q1 — Build
- Ship 1 licenseable asset (PDF/HTML + mini-tool)
- Sign 3 partners; 1 campaign live
- Automate surplus allocations
- Set SOP for weekly release
Q2 — Run
- 8 active partners; weekly co-marketing
- 30–40% partner-sourced revenue
- 2nd asset live; case proofs
- Automation to 40–60%
Q3 — Scale
- 12 active partners; tiering (Gold/Platinum)
- 45–50% partner-sourced revenue
- Launch BaaS billing
- QBRs & dashboards
Q4 — Lead
- 15 active partners; waitlist
- ≥50% partner-sourced revenue
- Portfolio of 4 assets; handover pack
- Spin-up new SKU in days
4) 90-Day Sprint Playbook
Days 1–30
- Define offer 1-pager + economics
- Co-marketing kit (emails/posts/webinar)
- Outreach 30–30–10 → 3 signed
Days 31–60
- Weekly launch with partners
- Tracker: clicks → leads → revenue
- CRM hygiene & stage discipline
Days 61–90
- QBR with top 3 partners
- Tier incentives; ask 2 intros
- Target: 8–10 active partners
5) Operating System (weekly cadence)
- Mon: 30m partner pipeline review (stages, blockers, next step)
- Wed: ship one co-marketing asset with a partner
- Fri: numbers + learnings message to partners
Stages: Identified → Contacted → Qualified → Agreed → Live → Producing → Scaling
6) Metrics That Matter
- Partner-sourced revenue % (aim ≥50%)
- Active partners (produced revenue in last 30d)
- Launch velocity (new partner go-lives / month)
- Pipeline coverage (90d expected ÷ monthly target ≥3×)
- Conversion funnel by stage
7) Scripts & Templates
Partner opener (email/LinkedIn)
Hi {{Name}} — your audience of {{niche}} struggles with {{pain}}.
We have a 1-pager that produced {{result}} in {{time}}.
Simple {{rev-share%}} rev-share, full co-marketing kit. Worth 15 min next week?
Post-meeting summary
Thanks, {{Name}}. Summary: audience {{…}}, asset {{…}}, go-live {{date}}.
Attached: 1-pager, agreement draft, UTMs.
Next step: approve creative by {{date}}; launch {{date}}. Tracker coming.
8) Interactive Tools
Asset-Light
AI-Powered
Licensing
SOPs
Capitals Sum26
Growth Multiplier G (applied once) 1.5
Set values and click “Compute”.
Safety
Emergency Fund
Growth
Index/Equity
Cashflow
BaaS / IP
Impact
Donations
Run the Compass to see runway, surplus and actions; then allocate your surplus.
Aim for ≥5/6 before scaling licensing.
Definition of Done: first revenue / signed license + documented playbook.
9) Risks & Anti-Patterns
- Single “whale” partner >30% of revenue
- No written economics / SLA / UTMs
- Quarterly-only communication (relationships decay)
- Over-customization (kills scale and G)
- Not shipping weekly (momentum loss)
10) Next Steps & CTA
Now: Run the 4 tools above (F,K,R,L,G → score; Compass; Readiness; Sprint).
Then: Pick one 30-day booster for your weakest capital and schedule weekly ship cadence.
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RapidKnowHow + ChatGPT | WEALTH Leadership Delivered
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