The Successor Coach Development Plan · $289
Why should you pay for a process you can’t see?
Here is an entire plan, in the working app: the questions, the moment you commit to a dated action on a weak area, and the plan that comes out the other end. Take a two-minute guided walkthrough, then download the sample PDF for free.
Walk through a real plan
This isn’t a set of screenshots. The walkthrough runs in the working app, on a sample plan that’s half finished. We’ll point out eight things worth seeing, and you can stop and try anything else along the way: change an answer, move a date, or add an action. Nothing you change is saved, and nothing asks for your email.
Or open a plan at a different stage:
- Aldridge & Poe CPAs the finished one — all seven areas, end to end
- Cade & Whitmore a law firm with only twelve months, so the plan overflows and says so
- Piedmont Precision Machining barely started — and his owner bought it for him
- Hollowell Comfort Heating & Air a fourteen-person company — what the lists look like when the key people are most of the payroll
What you get for $289
- Seven areas, eighty-three questions — the deep version of the free assessment
- A dated plan of about four actions a month, across your own timeframe
- The Compare Notes worksheet — a directed conversation with the current leader
- A branded PDF the successor can hand to the owner, the board, or a spouse
- Calendar files for every action, and email reminders before each one is due — with a one-click link to pick a new date
- Twelve months of full access to edit it as things change
- It takes three to four hours in all, one area at a time, over a few weeks — and fits a twelve-person company as well as a hundred-person one
The four steps
- Free
- The Successor Readiness Diagnostic — about seven minutes, available to both the owner and successor to show where the gaps are.
- $289
- The Successor Coach Development Plan, which turns those gaps into dated actions.
- $699
- The plan plus a 90-minute review video call with David once most of the plan is built — ideally with the person you’re succeeding in the room with you. Already bought the plan? Adding the review is $410.
- Cohort
- This is where you carry out the plan over a year, alongside other successors. $1,250 a month — or $995 a month at the founding rate for Cohort 1. Cohort 1 starts March 11, 2027 — see the program and apply.
“David helped me gain the tools and perspective necessary to step in as CEO at my family’s construction company. His wisdom and insights have impacted the trajectory of my career.”
Built by David Delk, who succeeded a founder as President and CEO and now leads Delk Consulting.