Case Study: Terry Tran, CEO
Stock Trading Education
From $30K months reliant on him to $990K in 30 days without him
Fracture (Before)
- Revenue at ~$40K/month but inconsistent.
- Sales reliant on Terry alone.
- Delivery over-dependent on founder input.
- Strategy reactive; structure not scaling.
Intervention (Pilot + Build)
- Extracted brand truth, values, and story into structured messaging.
- Restructured scripts and marketing for resonance, not noise.
- Hired and trained two closers; built SOPs and a coherent funnel.
- Implemented automation, delivery rhythms, and offer architecture.
- Anchored growth in integrity, clarity, and legacy.
Proof Metrics (90 days → 6 months)
Metric
Before
After
Change
Revenue
~$40K/month
$100K/month (90 days) to $990K/ month in 6 months
↑ 20x
Founder Dependence
High (sales + delivery bottleneck)
Low (team + closers running operations)
↓
Escalations
Frequent
Minimal
↓
Delivery Quality
Founder-reliant
Team-owned, steady or higher
↑
Evidence Snapshots
- Quote: “For the first time, my team delivered work that felt like me — without me.”
- Before/After: Sales escalated back → now closers convert with clarity.
- Rhythm restored: Business runs from structure, not stress.
Outcome (After)
- Team runs daily operations.
- Closers consistently converting.
- Delivery more impactful than ever.
- Profit and peace balanced; structure ready for long-term scale.
Lessons Learned
- Sustainable business compounds when rooted in humility and alignment.
- Legacy is built through rhythm, not urgency.
- Independence creates both impact and peace.
Next Step:
Want to see where independence can be proven in your business?
Case Study: Terry Tran, CEO
Stock Trading Education
From $30K months reliant on him to $990K in 30 days without him
Fracture (Before)
- Revenue at ~$40K/month but inconsistent.
- Sales reliant on Terry alone.
- Delivery over-dependent on founder input.
- Strategy reactive; structure not scaling.
Intervention (Pilot + Build)
- Extracted brand truth, values, and story into structured messaging.
- Restructured scripts and marketing for resonance, not noise.
- Hired and trained two closers; built SOPs and a coherent funnel.
- Implemented automation, delivery rhythms, and offer architecture.
- Anchored growth in integrity, clarity, and legacy.
Proof Metrics (90 days → 6 months)
Metric
Before
After
Change
Revenue
~$40K/month
$100K/month (90 days) to $990K/ month in 6 months
↑ 20x
Founder Dependence
High (sales + delivery bottleneck)
Low (team + closers running operations)
↓
Escalations
Frequent
Minimal
↓
Delivery Quality
Founder-reliant
Team-owned, steady or higher
↑
Evidence Snapshots
- Quote: “For the first time, my team delivered work that felt like me — without me.”
- Before/After: Sales escalated back → now closers convert with clarity.
- Rhythm restored: Business runs from structure, not stress.
Outcome (After)
- Team runs daily operations.
- Closers consistently converting.
- Delivery more impactful than ever.
- Profit and peace balanced; structure ready for long-term scale.
Lessons Learned
- Sustainable business compounds when rooted in humility and alignment.
- Legacy is built through rhythm, not urgency.
- Independence creates both impact and peace.
Next Step:
Want to see where independence can be proven in your business?
Case Study: Terry Tran, CEO
Stock Trading Education
From $30K months reliant on him to $990K in 30 days without him
Fracture (Before)
- Revenue at ~$40K/month but inconsistent.
- Sales reliant on Terry alone.
- Delivery over-dependent on founder input.
- Strategy reactive; structure not scaling.
Intervention (Pilot + Build)
- Extracted brand truth, values, and story into structured messaging.
- Restructured scripts and marketing for resonance, not noise.
- Hired and trained two closers; built SOPs and a coherent funnel.
- Implemented automation, delivery rhythms, and offer architecture.
- Anchored growth in integrity, clarity, and legacy.
Proof Metrics (90 days → 6 months)
Metric
Before
After
Change
Revenue
~$40K/month
$100K/month (90 days) to $990K/ month in 6 months
↑ 20x
Founder Dependence
High (sales + delivery bottleneck)
Low (team + closers running operations)
↓
Escalations
Frequent
Minimal
↓
Delivery Quality
Founder-reliant
Team-owned, steady or higher
↑
Evidence Snapshots
- Quote: “For the first time, my team delivered work that felt like me — without me.”
- Before/After: Sales escalated back → now closers convert with clarity.
- Rhythm restored: Business runs from structure, not stress.
Outcome (After)
- Team runs daily operations.
- Closers consistently converting.
- Delivery more impactful than ever.
- Profit and peace balanced; structure ready for long-term scale.
Lessons Learned
- Sustainable business compounds when rooted in humility and alignment.
- Legacy is built through rhythm, not urgency.
- Independence creates both impact and peace.
Next Step:
Want to see where independence can be proven in your business?