How long does it take?

About 10 minutes. Answer a series of questions about your pipeline, positioning, pricing, and workflow. Your results appear immediately.

What kind of results will I get?

A complete scorecard of your business across 11 dimensions plus the two highest-impact actions you should take next.

How is this different from the Rate Reality Check?

The Rate Reality Check diagnoses your numbers. Instant Advisor diagnoses your entire business system.

How is this different from the Strategy Call?

Instant Advisor gives you a self-guided diagnosis. The Strategy Call is a 90-minute deep dive where we interpret the patterns and build a plan together.

Instant Advisor | Michael J. Morgan

What's included

Honest answers about where you actually stand.

PositioningA

SystemsD

Every part of your business, graded

Pricing. Pipeline. Positioning. Outreach. Client experience. Systems. 11 dimensions that determine whether a mixing career grows or stalls. Each one graded A through F so you can immediately see where the problems actually are.

1 Build onboarding flow

2 Raise rate floor

What to do first

Not a list of everything. The two moves that matter most right now, based on your results.

Outreach ! Confidence

How your problems connect

Most business issues don't exist in isolation. Instant Advisor shows the pattern behind the symptoms so you can fix the real issue.

FAQ

Common questions

$75

One assessment. Immediate results.

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Have a question? Message my team on Instagram. Want help implementing? Book a Strategy Call ($350).

The diagnostic tool that shows exactly where your mixing business is breaking down.