Prophet School DIY Fast Track

Prophet School Knowledge Centre

This is your DIY Fast Track Guide

The Profit First Prophet platform is still in it infancy, and we have loads more tutorials to add to these resources, but we are still working out how best to setup the layout and search functionality of our knowledge centre.

So if you have any questions that aren't covered by this DIY Fast Track Guide, email us at [email protected] and we will send you the direct link to the best tutorial for you.

Initial Setup - The "Data" phase

This where we get the initial data setup for your business. The key here is to not get bogged down in detail. Following these tutorials and the "80/20 rule" will give you a ballpark projection in under 1 hour.

Video 1 - Overview - what to expect

Video 2 - Bank account setup

Video 3 - Profit First roll out plan setup

Video 4 - Baseline revenue entry

Video 5 - Baseline expense entry

Video 6 - Bank account balance entry

Video 7 - 12 month projection review

Refine the Picture - The "Plan" phase

Now it's time to understand what the initial pictures are telling you and start building out the level of detail you want in your projections.

Video 8 - Roll out plan review

Video 9 - Update & refine data

The Weekly Process - The "Do" phase

You're all set now to start a incorporating your projections into your allocation process. Our recommendation is to do weekly Profit First allocations to get the most out of this software and the Profit First methodology as a whole (yes yes we know...the book says to allocate on the 10th/25th...but we believe weekly is provides outsized benefits!)

Video 10 - Do the allocation

Video 11 - Do the update & review

The "Review" phase

You've seen this first one before in the "Data" phase but it is worth watching again when looking at your reviews.

12 month projection review

Other tutorials - How to

These videos are referenced in the Fast Track video series

How to import flow labels

How to edit flows data

Scenarios & Features

These videos are referenced in the Fast Track email sequences that help you get up to speed in using and leveraging the software.

Price change scenario

Leveraging the Allocation Calculator to get some quick insights. This is a way to review thought bubbles without having to do a in depth forecast.

Expandable Summary Feature

Direct Navigation Feature