Course
The Foundation Series: From Chaos to Clarity teaches the core metrics that drive business performance. You’ll learn to read your P&L, understand what truly impacts profitability, and use business planning to align goals, metrics, and execution. You’ll leave with a stronger strategic mindset—plus reusable models, worksheets, and templates you can apply immediately.
Some foundational concepts are available on YouTube to make knowledge accessible and build a community of peer support, but this paid experience is where I will guide you along to take action—building, validating, and applying your own numbers with our frameworks and tools. It’s for founders, operators and marketers who are ready to stop consuming content and start executing with clarity.
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Course Introduction
This opening chapter sets the foundation for the course—why it was created, who it’s designed for, and how we’ll be learning together. We’ll align on what you can expect to gain from this experience, what this course is not, and walk through the learning roadmap so you know exactly how everything fits together.
This introduction video is available in full for free on YouTube. It is shared here for easy access and a smooth continuous learning experience within Her Strategy Circle.
This opening chapter sets the foundation for the course—why it was created, who it’s designed for, and how we’ll be learning together. We’ll align on what you can expect to gain from this experience, what this course is not, and walk through the learning roadmap so you know exactly how everything fits together.
This introduction video is available in full for free on YouTube. It is shared here for easy access and a smooth continuous learning experience within Her Strategy Circle.
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Lesson 1: Your Business Snapshots
In this lesson, you’ll learn to read the two core financial statements every business owner needs: the Profit & Loss and Balance Sheet. We’ll clarify the distinct role each plays. You’ll see how your P&L can be used as your primary operating dashboard.
This lesson is available in full for free on YouTube. It is shared here for easy access and a smooth continuous learning experience on HSC.
However, access to the exclusive full course guide is only available for paid members.
In this lesson, you’ll learn to read the two core financial statements every business owner needs: the Profit & Loss and Balance Sheet. We’ll clarify the distinct role each plays. You’ll see how your P&L can be used as your primary operating dashboard.
This lesson is available in full for free on YouTube. It is shared here for easy access and a smooth continuous learning experience on HSC.
However, access to the exclusive full course guide is only available for paid members.
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Lesson 2: Interpreting the PnL and KPIs
In this lesson, you’ll learn to use your P&L as a decision-making tool, not just a record of past spending. We break it into key areas—operations, marketing, staffing, and profitability—linked to KPIs.
This lesson is available in full for free on YouTube. It is shared here for easy access and a smooth continuous learning experience.
However, access to the full course guide and exclusive worksheets are only available for download to paid members.
In this lesson, you’ll learn to use your P&L as a decision-making tool, not just a record of past spending. We break it into key areas—operations, marketing, staffing, and profitability—linked to KPIs.
This lesson is available in full for free on YouTube. It is shared here for easy access and a smooth continuous learning experience.
However, access to the full course guide and exclusive worksheets are only available for download to paid members.
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Lesson 3: Marketing Metrics
In this chapter, we focus on marketing as a key business driver and the metrics that impact your P&L. You’ll learn to measure CAC, LTV, LTV:CAC ratio, and 2nd purchase rate to gauge profitable, sustainable growth.
This lesson is available in full for free on YouTube. It is shared here for easy access and a smooth continuous learning experience on HSC.
However, access to the full course guide and exclusive worksheets are only available for download to paid members.
In this chapter, we focus on marketing as a key business driver and the metrics that impact your P&L. You’ll learn to measure CAC, LTV, LTV:CAC ratio, and 2nd purchase rate to gauge profitable, sustainable growth.
This lesson is available in full for free on YouTube. It is shared here for easy access and a smooth continuous learning experience on HSC.
However, access to the full course guide and exclusive worksheets are only available for download to paid members.
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Lesson 4: myth busting & reality
In this chapter, we bust marketing myths and set the record straight—what it is, what it isn’t, and how to build a business plan grounded in reality. Before diving into frameworks, this lesson gives you a solid foundation and the mindset shift you need to start smart.
This lesson is available in full for free on YouTube. It is shared here for easy access and a smooth continuous learning experience on HSC.
The exclusive full course guide is only available for download for enrolled paid members.
In this chapter, we bust marketing myths and set the record straight—what it is, what it isn’t, and how to build a business plan grounded in reality. Before diving into frameworks, this lesson gives you a solid foundation and the mindset shift you need to start smart.
This lesson is available in full for free on YouTube. It is shared here for easy access and a smooth continuous learning experience on HSC.
The exclusive full course guide is only available for download for enrolled paid members.
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Lesson 5: Introduction to Business planning
n this chapter, you’ll learn what a business plan is and why a mid-to-long term view matters for growth. This public-access lesson gives a high-level overview, while the full step-by-step guide is available to paid members in the next lesson.
This partial lesson is available for free on YouTube. It is shared here for easy access and a smooth continuous learning experience on HSC.
The exclusive full course guide is only available for download for enrolled paid members.
n this chapter, you’ll learn what a business plan is and why a mid-to-long term view matters for growth. This public-access lesson gives a high-level overview, while the full step-by-step guide is available to paid members in the next lesson.
This partial lesson is available for free on YouTube. It is shared here for easy access and a smooth continuous learning experience on HSC.
The exclusive full course guide is only available for download for enrolled paid members.
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Lesson 6: Step-by-step guide to model simulation
In this chapter, we’ll guide you step by step to build a 5-year business simulation model. You’ll learn to project revenue, account for returns, discounts, and traffic, and create a customizable framework to forecast performance and make strategic growth decisions.
This is the extended, in-depth lesson that is available exclusively on HSC.
The exclusive full course guide and model template is only available for download for enrolled paid members.
In this chapter, we’ll guide you step by step to build a 5-year business simulation model. You’ll learn to project revenue, account for returns, discounts, and traffic, and create a customizable framework to forecast performance and make strategic growth decisions.
This is the extended, in-depth lesson that is available exclusively on HSC.
The exclusive full course guide and model template is only available for download for enrolled paid members.
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Lesson 7: Validating your business plan
In this lesson, you’ll learn how to question and pressure-test your business plan assumptions. We’ll explore how to uncover blind spots, reduce risk, and make strategic trade-offs before committing time or resources.
This is the extended, in-depth lesson that is available exclusively on HSC.
The exclusive full course guide and model template is only available for download for enrolled paid members.
In this lesson, you’ll learn how to question and pressure-test your business plan assumptions. We’ll explore how to uncover blind spots, reduce risk, and make strategic trade-offs before committing time or resources.
This is the extended, in-depth lesson that is available exclusively on HSC.
The exclusive full course guide and model template is only available for download for enrolled paid members.
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Lesson 8: The Annual Business Plan & calendar
In this lesson, you’ll learn how to translate your 5-year roadmap into a detailed annual business plan. We’ll create a quarterly calendar aligned with key business drivers, product launches, and marketing initiatives.
This is the extended, in-depth lesson that is available exclusively on HSC.
The exclusive full course guide and annual business plan template deck is only available for download for enrolled paid members.
In this lesson, you’ll learn how to translate your 5-year roadmap into a detailed annual business plan. We’ll create a quarterly calendar aligned with key business drivers, product launches, and marketing initiatives.
This is the extended, in-depth lesson that is available exclusively on HSC.
The exclusive full course guide and annual business plan template deck is only available for download for enrolled paid members.
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What You'll gain
✔ Clear decision frameworks
Know what to prioritize and why—without second-guessing every move.
✔ Financial clarity
Understand what’s driving performance so you can optimize with intention.
✔ Plug-and-play models
Planning tools you can apply year after year as your business grows.