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Phase 1

Start Here —
The Foundation

Before moving toward the runway, you must define the mission. These resources help you lay the groundwork for a successful CAS practice.

← Resource Library/Foundation
5 Resources in This Section

Video
Intro to the FanCAS-Kit
Start here — overview of the kit, the phases, and how to use the library.
Watch video

Video
Getting Started — Double Digit Growth
A video walkthrough on how to set your CAS practice on a path toward double-digit growth from day one.
Watch video

Video
Assessing Your Existing CAS or Write-Up Practice
A video guide to evaluating your current CAS or write-up practice and identifying areas for improvement and growth.
Watch video

Document
Ideal Client Profile (ICP) Worksheet & Barriers to Entry
A concise tool to define your ideal CAS client, identify barriers to entry, and determine your client mix to align onboarding capacity with achievable revenue goals.
Download document

Document
Write-Up vs. CAS
A comparison document outlining the key differences between traditional write-up services and modern Client Advisory Services.
Download document