In this Toolkit Tour episode of Help Best, Chris walks mentors through the ROI section and how to turn financial knowledge into client action — not busywork.

Toolkit tour - ROI_otter_ai

He breaks the ROI content into three practical areas: (1) Where is my money going? — an expense audit that helps clients find “hidden money,” set up recurring expenses in the dashboard, optimize before cutting, and move to cost-saving behaviors (ACH, pricing cadence, remove unnecessary discounts); (2) How do I make a plan for the future? — a budgeting module that converts P&L history into a forward-looking plan (important but often lower priority in year one); and (3) Understand your financials — the P&L primer, Build Your Dashboard workflow, and the Six Strategies / “Your Next Best Step” audit that turns metrics into one clear action.

Key takeaways for mentors: all new Stage Two clients should build their Two-Brain dashboard as their first financial deliverable; long-term or inconsistent clients should be assigned the Build Your Dashboard task and reviewed on the next call; every gym should run an expense audit at least quarterly. The Six Strategies audit gives clarity and agency — it helps clients pick either the biggest burning fire to fix or the highest-impact growth opportunity. Chris emphasizes that accounting is unsexy but fundamental: teach owners P&L literacy, guide them to a budget when ready, and always translate numbers into one prioritized, measurable next step.

This episode is a practical roadmap for mentors who want to move clients from data to decisions — assign the dashboard, schedule the expense audit, and help clients act on their “next best step.”