What you will learn in this video

• ✓Understand the purpose of the InfusionOS Exit Readiness Assessment and how it helps business owners evaluate their current situation.
• ✓Learn how to review assessment responses and identify areas that may require further discussion.
• ✓Discover how to use assessment insights to guide meaningful conversations without treating results as definitive conclusions.
• ✓Understand how to manage opportunities and follow up with business owners based on their readiness and timing.

About this video

This section explains how to use the InfusionOS Exit Readiness Assessment as a starting point for meaningful advisory conversations. You'll learn how to interpret responses, identify potential areas of concern, prepare for discovery calls, and implement appropriate follow-up strategies based on each business owner's readiness.