
Issued to
Frank Bourque
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Credential Verification
Issue date: July 28, 2025
ID: 0c2847a7-4c83-40a7-b186-69e9b40b3de0
Type
Certification
Level
Foundational
Format
Offline
Duration
1 days
Price
Paid
Description
Skills
Strategic Business Assessment
Gap Analysis & Prioritization
SMART Goals & Roadmapping
LeanScaper Core Tools Deployment
SOP Coaching & Rollout
Calendar Time-Blocking Strategy
Recurring Meeting Leadership
Continuous Improvement Boards & 5 Whys
Accountability System Building
Leadership Team Coaching
Earning Criteria
Assignment
Advisors worked on a case study built around GreenCore, a fictional landscaping company created for training purposes. Each advisor designed a 30-60-90 Day Advisory Engagement Plan that aligned with the company’s 3-year growth strategy, applied LeanScaper Core Components, demonstrated advisor posture, and included systems for scalable learning and reinforcement. This tested the ability to move from methodology to applied practice.
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