Motivation Map - Technology Due Diligence

1. Financial Summary (last 3 years) Critical

Revenue, margins, customer count, unit economics

Uploading below Pre-revenue/no history Partial data Not available

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2. Organizational Chart High

Team structure, reporting lines, contractors vs FTEs

Uploading below No formal org chart Not available

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3. Digital Platform Documentation Critical

Architecture diagrams, tech specs, wireframes, prototypes for "Intelligent Digital Ecosystem"

Uploading below Platform not yet built Only conceptual docs Not available

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4. Product Roadmap High

Current quarter and next 6-12 months

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5. Customer/Client List & Retention Data High

Top clients, revenue per client, retention rates

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6. Methodology & IP Documentation High

Freedom Journey framework docs, training materials, certification programs, proprietary assessments

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7. Security & Data Privacy Documentation Medium

GDPR compliance, data handling policies, privacy notices

Uploading below No formal security docs In progress Not available

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8. Team Bios & Resumes High

CEO, key coaches, any tech team members

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9. How many full-time employees does Motivation Map currently have?

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10. How many of those are in technology/engineering roles?

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11. Do you use external contractors or agencies for any functions?

Select all that apply

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12. Is there a formal succession plan or deputy for the CEO/Founder?

Yes (documented) Informal plan No plan Not applicable at current size

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13. What is the average tenure of your core team members?

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14. Have any key team members departed in the last 12 months?

No departures 1 departure 2-3 departures More than 3

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15. Do you have formal role definitions and job descriptions for all positions?

Yes (all roles) Partially No In development

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16. What is your hiring plan for the next 12 months?

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17. What is the current status of your digital platform / "Intelligent Digital Ecosystem"?

Live product with users Beta/MVP with limited users In active development Conceptual/planning stage only No development started

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18. If technology exists, what is the primary tech stack?

Select all that apply

JavaScript/TypeScript (React, Next.js, etc.) Python (Django, Flask, etc.) No-code/low-code (Bubble, Webflow, etc.) WordPress/CMS-based Mobile (iOS/Android native) Other (describe in comments) No tech stack yet

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19. Where is your application hosted/deployed?

Major cloud (AWS, GCP, Azure) Managed platform (Vercel, Netlify, Heroku) Shared hosting Self-hosted/on-premise No deployment yet Other

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20. Do you have a formal codebase with version control (e.g., Git)?

Yes (Git with CI/CD) Yes (Git, manual deploys) Partial (some code tracked) No version control No codebase exists

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21. How do you currently collect and store client assessment data?

Custom-built digital tool Third-party SaaS (e.g., Typeform, Google Forms) Spreadsheets (Excel, Google Sheets) Paper-based / manual Combination of methods

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22. Do you have any AI or machine learning capabilities in your product or operations?

Yes (integrated into product) Experimenting/prototyping Planned for roadmap No AI capabilities Using third-party AI tools

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23. How do you handle client data privacy and GDPR compliance?

Formal privacy program with DPO Basic privacy policy in place Rely on third-party tools' compliance No formal approach Not applicable

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24. Have you experienced any data breaches or security incidents?

No incidents ever Minor incident (resolved) Significant incident (resolved) Prefer not to disclose

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25. Do you have disaster recovery or business continuity plans?

Yes (documented and tested) Yes (documented, untested) Informal plan No plan

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26. How many paying users/clients currently use any digital tools you offer?

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27. How many active coaching/consulting clients does Motivation Map serve currently?

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28. What is your primary revenue model?

Hourly/session-based coaching Monthly/annual retainers Project-based engagements Subscription/SaaS Certification/licensing fees Mixed model

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29. What is your average contract value per client?

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30. What is your client retention rate (year over year)?

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31. What percentage of revenue comes from your top 3 clients?

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32. Is the Freedom Journey methodology documented and standardized enough that other coaches could deliver it without founder involvement?

Fully documented and transferable Mostly documented Partially documented Founder delivers all sessions Not applicable

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33. Do you have any certifications, accreditations, or formal IP protections (trademarks, patents)?

Yes (trademarks + certifications) Trademarks only Certifications only In progress None

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34. Who are your primary competitors and how do you differentiate?

No direct competitors 1-3 known competitors 4-10 competitors Highly competitive market Not sure

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35. Have clients indicated willingness to pay for a digital/self-service version of your methodology?

Yes (validated with commitments) Yes (informal interest) Not yet tested Clients prefer in-person Not applicable

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36. What is your Net Promoter Score (NPS) or equivalent satisfaction metric?

NPS 70+ (measured) NPS 50-70 (measured) Positive (not formally measured) Mixed/negative Don't track

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37. How do you plan to incorporate AI into your coaching methodology or digital platform?

Select all that apply

AI-powered assessments Personalized coaching recommendations Natural language coaching bot Data analytics and insights Content generation No AI plans

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38. What is your go-to-market strategy for the digital platform?

B2B enterprise sales B2B SMB self-service B2C direct-to-consumer Marketplace/platform model Partnership/channel sales Not yet defined

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39. What is your target annual recurring revenue (ARR) for the digital product in the next 24 months?

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40. How many languages does your methodology currently support?

English only 2-3 languages 4-6 languages 7+ languages

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41. What investment (in dollars or team size) would you need to bring the digital platform to market within 12 months?

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Motivation Map Technology Due Diligence

Submitter Information

Document Uploads Critical

Leadership & Organization 8

Technology & Platform 10

Product & Customers 10

AI & Growth Strategy 5