Academy course

Site Scan Course

Train future staff to run a 30-minute site scan that is useful, fast, honest, and aligned to the right next lane.

Open live lane

Core job

  • spot the biggest friction first
  • speak in plain business language
  • recommend the right next lane
  • do not oversell architecture too early

What to look for

  • unclear hero message
  • weak CTA flow
  • broken trust or confusing navigation
  • offer mismatch
  • obvious mobile friction

Escalate when

  • the client asks platform questions
  • the income path is still unclear
  • the problem is operational, not visual

Best exit

Move the client into `Index to Income Advisement` if the issue is offer structure, or `Systems Consult` if the issue is architecture and workflow.