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Transform from Doer to Profitable CEO

With the complete AI-powered business operating system that shows service business owners exactly what to do next (and helps you actually do it) — so you stop guessing and start growing profitably.

How It Works

The Business System that Turns Small Steps into Massive Profit

Uplify replaces guesswork and grind with a clear, step-by-step roadmap and AI tools that do the work with you — so you can finally see exactly what it takes to hit your profit goals, predict your growth, and step back while your business works for you.

🚀 Get 3 personalized action items to reach your profit goal.
It takes 5 mins… and it’s free.

The Profit Roadmap

Your Step-By-Step Path to Predictable Profit

The Uplify Profit Roadmap guides you through different business stages based on your current revenue and your team size — covering full business journey from survival to scale. Each level contains 10-min lessons and immediate actions that solve specific problems (constrains). Every lesson maps to one of 9 core business areas (Mindset, Finances, Sales, etc.).

YEAR 1: FOUNDATION BUILDING

Build Core Systems & Achieve Product-Market Fit

Level 1
VALIDATE
$0 → $167K
Role: Doer Team: 1 person
⚠️ Primary Constraint

Product/service not good enough

🎯 Success Metric

Land your first paying clients

View sprint details ▸
The Problem

Your service isn't good enough to sell consistently. People seem interested but don't buy or don't return/refer.

What You'll Master
  • ✓ Create a service people actually want to pay for
  • ✓ Build a simple sales process that converts
  • ✓ Set up basic business systems (LLC, banking, CRM)
  • ✓ Get your first 10 paying clients consistently
Key Focus Areas
  • 🎯 Offer creation & refinement
  • 🎯 Basic sales & follow-up
  • 🎯 Financial foundation
  • 🎯 Customer service & feedback loops
You Graduate When

10+ clients and $5K+ monthly revenue with happy customers.

Level 2
ATTRACT
$167K → $333K
Role: Marketer Team: 1-2 people
⚠️ Primary Constraint

Inconsistent lead flow

🎯 Success Metric

Build sustainable lead generation systems

View sprint details ▸
The Problem

Revenue roller coaster; you never know where the next customer comes from.

What You'll Master
  • ✓ Reliable lead-gen systems
  • ✓ Multi-channel marketing
  • ✓ Attraction content
  • ✓ 100+ qualified leads monthly
Key Focus Areas
  • 🎯 Ads systems
  • 🎯 Content & authority
  • 🎯 Nurture & automation
  • 🎯 Daily marketing discipline
You Graduate When

100+ leads monthly with 20%+ conversion from multiple sources.

Level 3
DELIVER
$333K → $500K
Role: Trainer Team: 2-3 people
⚠️ Primary Constraint

Too much work for one person

🎯 Success Metric

Hire and train your first team member

View sprint details ▸
The Problem

You're the bottleneck; 80+ hour weeks.

What You'll Master
  • ✓ First hire & onboarding
  • ✓ Systems so work happens without you
  • ✓ Process documentation
  • ✓ Team comms
Key Focus Areas
  • 🎯 Hiring & onboarding
  • 🎯 Training
  • 🎯 Quality control
  • 🎯 Delegation
You Graduate When

A trained team member handles delivery independently.

Level 4
FOCUS
$500K → $667K
Role: Manager Team: 3-4 people
⚠️ Primary Constraint

Serving everyone means serving no one well

🎯 Success Metric

Niche down to your ideal clients

View sprint details ▸
The Problem

Confusing message; competing on price.

What You'll Master
  • ✓ Niche selection
  • ✓ 3-tier service model
  • ✓ Price increases
  • ✓ Category leadership
Key Focus Areas
  • 🎯 Portfolio analysis
  • 🎯 Premium positioning
  • 🎯 Team specialization
  • 🎯 Value communication
You Graduate When

80%+ of revenue comes from a defined niche at premium prices.

Level 5
SYSTEMATIZE
$667K → $833K
Role: Manager II Team: 4-6 people
⚠️ Primary Constraint

Inconsistent service delivery

🎯 Success Metric

Document all core processes

View sprint details ▸
The Problem

Quality varies by who's working.

What You'll Master
  • ✓ Full SOP library
  • ✓ Quality control
  • ✓ Training & development
  • ✓ Operational scale
Key Focus Areas
  • 🎯 SOPs
  • 🎯 QA systems
  • 🎯 Training programs
  • 🎯 Process optimization
You Graduate When

Every client gets consistent high-quality service.

Level 6
OPTIMIZE
$833K → $1M
Role: Director Team: 5-8 people
⚠️ Primary Constraint

Inefficient operations eating profits

🎯 Success Metric

Optimize systems for profitability

View sprint details ▸
The Problem

Revenue grows but profit doesn't; costs out of control.

What You'll Master
  • ✓ Process efficiency
  • ✓ 35%+ profit margins
  • ✓ Advanced leadership
  • ✓ Market leadership
Key Focus Areas
  • 🎯 Cost control
  • 🎯 Waste elimination
  • 🎯 Team performance
  • 🎯 Positioning & advantage
You Graduate When

$1M revenue with 35%+ profit for 3 consecutive months.

YEAR 2: ADVANCED SYSTEMS

Scale Operations & Market Expansion

Level 7
SCALE
$1M → $1.33M
Role: Director Team: 6-10 people
⚠️ Primary Constraint

Limited market reach constraining growth

🎯 Success Metric

Master multi-channel marketing at scale

View sprint details ▸
The Problem

Local market maxed; need systematic expansion.

What You'll Master
  • ✓ Scaled multi-channel
  • ✓ New geographies
  • ✓ Advanced advertising
  • ✓ Systematic growth processes
Key Focus Areas
  • 🎯 Analytics & optimization
  • 🎯 Geo expansion
  • 🎯 Campaign sophistication
  • 🎯 Growth tracking
You Graduate When

Profitable growth in multiple markets/channels.

Level 8
RETAIN
$1.33M → $1.67M
Role: Director Team: 8-12 people
⚠️ Primary Constraint

One-time project model limits scalability

🎯 Success Metric

Build recurring revenue streams

View sprint details ▸
The Problem

Unpredictable revenue; LTV too low.

What You'll Master
  • ✓ Recurring model design
  • ✓ Customer success
  • ✓ Relationship depth
  • ✓ LTV maximization
Key Focus Areas
  • 🎯 Model architecture
  • 🎯 Retention analytics
  • 🎯 Proactive success
  • 🎯 Expansion revenue
You Graduate When

40%+ of revenue from recurring/retainer clients.

Level 9
LEAD
$1.67M → $2M
Role: Executive Team: 10-15 people
⚠️ Primary Constraint

Managing too many direct reports

🎯 Success Metric

Create management layers

View sprint details ▸
The Problem

You can't manage everyone personally; breakdowns ensue.

What You'll Master
  • ✓ Management hierarchy
  • ✓ Leader development
  • ✓ Executive systems
  • ✓ Reporting clarity
Key Focus Areas
  • 🎯 Org design
  • 🎯 Leadership programs
  • 🎯 Dashboards
  • 🎯 Manager training
You Graduate When

Functional management layers with clear accountability.

Level 10
NURTURE
$2M → $2.33M
Role: Executive Team: 12-18 people
⚠️ Primary Constraint

Client churn hurting profitability

🎯 Success Metric

Master retention systems

View sprint details ▸
The Problem

Retention is reactive rather than proactive.

What You'll Master
  • ✓ Proactive success management
  • ✓ 95%+ retention
  • ✓ Expansion revenue
  • ✓ Loyalty programs
Key Focus Areas
  • 🎯 Churn prevention
  • 🎯 Health scoring
  • 🎯 Loyalty & advocacy
  • 🎯 Upsell/cross-sell
You Graduate When

<5% monthly client churn consistently.

Level 11
DIVERSIFY
$2.33M → $2.67M
Role: Executive Team: 15-22 people
⚠️ Primary Constraint

Single service model limits growth

🎯 Success Metric

Launch complementary services

View sprint details ▸
The Problem

Maxed out the core service; customers want more.

What You'll Master
  • ✓ Service development
  • ✓ Integration systems
  • ✓ Cross-selling
  • ✓ Innovation pipeline
Key Focus Areas
  • 🎯 Methodology
  • 🎯 Optimization
  • 🎯 Innovation mgmt
  • 🎯 Launch frameworks
You Graduate When

2+ offerings with documented delivery systems.

Level 12
LAND
$2.67M → $3M
Role: Executive Team: 18-25 people
⚠️ Primary Constraint

Small client focus limits revenue potential

🎯 Success Metric

Build enterprise client systems

View sprint details ▸
The Problem

Average deal size too small; enterprise needs differ.

What You'll Master
  • ✓ Enterprise systems
  • ✓ High-value packages
  • ✓ Enterprise sales
  • ✓ Partnerships
Key Focus Areas
  • 🎯 Sales methodology
  • 🎯 Partnership development
  • 🎯 Account management
  • 🎯 Procurement/legal readiness
You Graduate When

50%+ revenue from clients paying $10K+ monthly.

YEAR 3: MARKET LEADERSHIP

Strategic Growth & Investment Readiness

Level 13
PARTNER
$3M → $3.33M
Role: Executive Team: 20-30 people
⚠️ Primary Constraint

Limited strategic partnerships

🎯 Success Metric

Forge powerful business alliances

View sprint details ▸
The Problem

Growing alone; missing referrals & JVs.

What You'll Master
  • ✓ Strategic partnerships
  • ✓ Referral networks
  • ✓ Alliance development
  • ✓ JV systems
Key Focus Areas
  • 🎯 Partnership management
  • 🎯 Referral tracking
  • 🎯 Alliance strategy
  • 🎯 JV frameworks
You Graduate When

3+ strategic partnerships generating referrals.

Level 14
INFLUENCE
$3.33M → $3.67M
Role: Executive Team: 25-35 people
⚠️ Primary Constraint

Unknown in marketplace

🎯 Success Metric

Establish thought leadership

View sprint details ▸
The Problem

No recognition; missing speaking/media.

What You'll Master
  • ✓ Thought leadership
  • ✓ Industry recognition
  • ✓ Content systems
  • ✓ Speaking pipeline
Key Focus Areas
  • 🎯 Editorial calendar
  • 🎯 PR & media
  • 🎯 Flagship content
  • 🎯 Community authority
You Graduate When

You're recognized as a leading expert.

Level 15
PREPARE
$3.67M → $4M
Role: Chairman Team: 30-40 people
⚠️ Primary Constraint

Business too dependent on owner

🎯 Success Metric

Build exit-ready systems

View sprint details ▸
The Problem

Company can't run without you.

What You'll Master
  • ✓ Exit-ready systems
  • ✓ Succession planning
  • ✓ Autonomous operations
  • ✓ Governance structures
Key Focus Areas
  • 🎯 Valuation prep
  • 🎯 Key-person risk
  • 🎯 Boards & cadence
  • 🎯 Playbooks & SOPs
You Graduate When

Business operates 30+ days without you.

Level 16
EXPAND
$4M → $4.33M
Role: Chairman Team: 35-45 people
⚠️ Primary Constraint

Geographic limitations

🎯 Success Metric

Master expansion strategies

View sprint details ▸
The Problem

Dominated local market; national/international seems overwhelming.

What You'll Master
  • ✓ Expansion strategies
  • ✓ Scalable systems
  • ✓ Market entry
  • ✓ Expansion analytics
Key Focus Areas
  • 🎯 Market selection
  • 🎯 Playbook replication
  • 🎯 Capex & hiring
  • 🎯 Risk management
You Graduate When

Documented expansion plan with proven systems.

Level 17
INNOVATE
$4.33M → $4.67M
Role: Chairman Team: 40-50 people
⚠️ Primary Constraint

Single business model limits future growth

🎯 Success Metric

Build innovation pipelines

View sprint details ▸
The Problem

Market changes & new tech require structured innovation.

What You'll Master
  • ✓ Innovation pipelines
  • ✓ R&D processes
  • ✓ New business models
  • ✓ Future growth planning
Key Focus Areas
  • 🎯 Portfolio bets
  • 🎯 Pilots/incubation
  • 🎯 Kill/scale criteria
  • 🎯 IP & moats
You Graduate When

Active R&D process for new services.

Level 18
INVEST
$4.67M → $5M+
Role: Chairman Team: 45+ people
⚠️ Primary Constraint

Owner-operator mindset limits investment

🎯 Success Metric

Achieve investment readiness

View sprint details ▸
The Problem

Thinking like an owner, not an investor; no acquisition strategy.

What You'll Master
  • ✓ Investment readiness
  • ✓ Acquisition capability
  • ✓ Investor systems
  • ✓ Portfolio approach
Key Focus Areas
  • 🎯 Financial audits
  • 🎯 Deal flow & diligence
  • 🎯 Capital stack
  • 🎯 Investor relations
You Graduate When

Audited financials & investment-grade documentation.

AI Tools for Small Business Owners

Execute With AI Tools & Agents Designed to Deliver Real Profit, Not Busywork

We’re in the age of AI—and most people are using it wrong. They’re trying to replace their brain. We built tools to sharpen it.

Every tool is purpose-built to automate a specific part in your business—from offer builder to job description writer, social media calendar to sales scripter, blog writer to SOP builder. These aren’t random ChatGPT prompts. Each tool is trained on your business and what actually proven to work for your industry, built by an award-winning team that’s scaled real companies.

Irresistible Offer Builder

Irresistible Offer Builder

Create offers and packages so good that customers can't say no.

Value Proposition Builder

Value Proposition Builder

Write a clear message that instantly shows customers why you're better than everyone else they're considering

Sales Pro

Sales Pro

Get proven scripts for sales that help you increase conversion rates by 20-30%.

Google Maps Booster

Google Maps Booster

Optimize your Google Business Profile for show up in top 3 of local search rankings.

Blog Post Writer

Blog Post Writer

Write blog posts that get found on Google and turn readers into customers.

Social Media Calendar Planner

Social Media Calendar Planner

Plan all your social posts ahead so you never run out of things to share.

Reel Scripter

Viral Reel Scripter

Write video scripts for your social media that get people to stop scrolling and start buying from you.

Case Study Builder

Case Study Builder

Create professional case studies that show exactly how you solved problems and got results.

Partner Agreement Writer

Partner Agreement Writer

Create agreements for affiliates and partners that spell out commissions, rules, and everyone's responsibilities.

Marketing ROI Calculator

Marketing Roi Calculator

See exactly which marketing brings in money and which wastes it, so you spend smarter.

AI Outreach Agent

AI Outreach Agent

Start conversations effortlessly and naturally, turning outreach into real opportunities.

Job Description Builder

Job Description Builder

Create optimized, detailed job descriptions for any position.

Everything works together. Your business info stays connected. You never repeat yourself.

Get support from business experts and community that gets you

Because at the age of AI...

WE BET ON YOU

Not on automation replacing you. Not on shortcuts that sound good but don’t work. On you—the business owner with grit, heart, and the courage to lead.

That’s why Uplify isn’t just software. It’s a system backed by:

Human Business Coaches 

Get advice from experts who’ve built and scaled real companies. They know what it’s like to be stuck at $10k, $100K, $1M+. They’ve been in your shoes—and they’ll help you see what you can’t see.

A Community That Gets It

Get advice from experts who’ve built and scaled real companies. They know what it’s like to be stuck at $10k, $100K, $1M+. They’ve been in your shoes—and they’ll help you see what you can’t see.

Vetted Partners

With years of expertise in different fields of business our vetted experts are here to provide advanced 1:1 advice and custom solutions for companies that are ready to scale. 

Focus Zones

The 9 Business Power Zones Every
Leader Needs to Master

Uplify gives you clarity and execution across the 9 core areas that drive profit in any local business. Every lesson, every tool, every coaching call maps back to these zones. You always know where you are and what to focus on next.

Mindset

Finances

Systems

Sales

Marketing

Loyalty

Legal

Team

Leadership

Mindset

It Starts with You

Build the belief, habits, and identity that unlock the 10.0 version of you.

Build belief in your vision — even when no one else sees it

Form habits that drive focus, clarity, and momentum

Break past self-doubt, imposter syndrome, and hidden ceilings

Strengthen confidence, resilience, and calm under pressure

Think bigger, aim higher — and finally lead like the CEO you already are

Mindset Dashboard

Finances

Finally Pay Yourself What You Deserve

Know your numbers, raise your margins, and take home real income you can count on.

Forecast income with data — not stress or guesswork

Calculate break-even, profit margins, and smart price points in real time

Set clear goals for pay, profit, and team bonuses — then build a plan to hit them

Know what your marketing is really costing you — and what ROI to expect

See your 90-day and 12-month business numbers before you make a move

Finances Dashboard

TEAM

Build a Team That Actually Has Your Back

You weren’t meant to carry this business alone.
Hire a team that gets it, owns it, and gets it done.

Know exactly who to hire, what to delegate, and when to do it — without the guesswork

Attract aligned candidates with AI-generated job posts and interview questions

Use plug-and-play onboarding flows that set expectations from day one

Create clear roles, growth paths, and feedback loops that build a culture of trust

Plan salaries, bonuses, and hiring timelines — and know what you can afford

Hiring & HR Dashboard

Systems

Work Less by Building Better Systems

Stop doing everything yourself. Automate the chaos and buy back your time.

Lock in the business model that actually pays you back

Systemize your best offers, clients, and services for repeatable results

Use plug-and-play workflows for marketing, sales, and fulfillment

Automate daily tasks with AI tools that save you 5–15 hours per week

Turn messy processes into clean, scalable systems — with no guesswork

You don’t need to work harder. You need a business that works — without you.

Systems Dashboard

Loyalty

Build the Kind of Business Clients Brag About

Deliver service so good, clients sell for you — and never want to leave.

Build onboarding flows that create instant trust — and keep clients coming back

Automate check-ins, follow-ups, and touchpoints that make every client feel VIP

Deliver unforgettable experiences — without being glued to your phone 24/7

Collect more 5-star reviews and referrals — no awkward asks required

Retain your best clients longer with simple systems that scale your signature service

Customer Experience

Marketing

Get Found by the Right People, Not Just More People

Clarify your message. Attract buyers who are ready. Skip the noise, scale what works.

Craft irresistible offers your audience can’t say no to

Use AI to write campaigns, posts, and ads — based on proven marketing psychology

Build lead magnets with the same psychology behind 7-figure launches

Predict performance before you spend — with market-backed insights

Know exactly what your audience wants (and how to give it to them profitably)

Marketing that works isn’t louder. It’s smarter — and finally feels like you.

Marketing Dashboard

Sales

Sell With Confidence — Without Feeling Pushy

Master a clear, repeatable process so you’re never guessing how to bring in cash.

Write pitch and follow-up scripts with proven sales psychology

Qualify leads fast — and spend time only on buyers who are ready

Use AI to prep for calls, answer objections, and handle pricing with ease

Track conversions and improve your close rate with data — not drama

Build a sales system that’s repeatable, scalable, and confidence-boosting

Sales Dashboard

Leadership

Lead Like the CEO People Follow (and Respect)

Ditch the chaos. Make bold calls, guide your team with clarity, and grow with calm confidence.

Cut through overwhelm with a simple system for smart, confident decisions

Set clear priorities, direction, and expectations — no more second-guessing

Use AI to map goals, track progress, and stay accountable

Communicate with clarity — even under pressure

Lead with calm confidence — even if you’re still figuring it out

Leadership Dashboard


Kateryna Quinn

CEO & Founder

Ukrainian immigrant at 17 with $120 in my pocket. Built an award-winning marketing agency growing local businesses from $100K to $2M+ with no ad spend.

Instagram:
(7,000+ followers)
LinkedIn: (2,500+ followers)
Facebook: (1,500+ followers)

Made by service-based brick and mortar business owner who’s been there

Hi! I’m Kateryna — a Forbes-featured founder and agency owner who, after years of “success,” found myself 7 months pregnant, throwing up 15 times a day, and crying on the bathroom floor… because the business I built couldn’t survive without me.

Even after $80K projects, industry awards, and a full client roster, I was stuck in the same broken system crushing small business owners everywhere:

  • 60+ hour weeks

  • No real profit

  • Burnout instead of freedom

That night, I made a promise:
If I could crack the code to building a business that actually pays you and gives you your life back — I’d give it to everyone.

That promise became Uplify — the first AI platform designed to make profitability predictable for local business owners.
It’s built from the systems that worked for 5,000+ local businesses, and that helped my agency go from $3K/month to $34K/month in just 4 months… and it’s designed for people like you.

You’re not just joining a platform. You’re helping rewrite the rules for every business owner who’s ever worked 80 hours a week and still couldn’t pay themselves.

And we’re just getting started.

I’m here to deliver insane value to our customers.

Feel free to give feedback anytime at kateryna@uplify.ai.


These Principles Don’t Just Work. They Win.

These are the kinds of results real brick-and-mortar business owners have achieved using the same timeless business principles we’ve integrated into Uplify…

Let's Think About This for a Minute

Take 3 seconds. Really. 1… 2… 3.

You’ve been working harder than anyone you know.
You show up.
You deliver.
You care about your customers.

The only thing missing is a system that makes your success inevitable instead of exhausting.

Now ask yourself:

  • If you had knowledge and skills to get your business to the next level…
  • If you had AI tools that actually helped you run your business…
  • If you had coaches who’ve been exactly where you are…
  • If you had a community that refused to let you quit…

Do you really believe you wouldn’t succeed?
We don’t. That’s why we commit to bet on YOU and be there for you every step of the way.

Are you ready to commit to your success?