Rewards Program

Your engagement is the beginning, not the end.

The CP4CD Rewards & Credit Program is the architecture that ties our three practices together as one developmental ecosystem — and that aligns the economics of continued relationship with the work each client does to make the practice better.

Whether you engage Smartpreneur Consulting™ for business diagnostic work, The Grounded Leader™ for executive coaching, or Human Development Programs for cohort developmental experience, the credits you earn apply across the full CP4CD portfolio. You don’t get locked into one practice. The work compounds.

One Credit System Across Three Practices

The CP4CD Rewards & Credit Program is a unified architecture that operates identically across all three practices. The credit you earn through a Smartpreneur audit applies to a future Grounded Leader engagement. The credit from a Programs workbook purchase applies to a future Smartpreneur consulting engagement. The credit from contributing a case study from your Grounded Leader work applies to enrolling in any CP4CD program.

The unified architecture serves a specific principle: the developmental work you do in one practice should not lock you into that practice. CP4CD’s three practices are designed to compound across your professional and personal life over years — not to operate as siloed offerings. The credit system makes that compounding economically aligned.

THE THREE PRACTICES THE CREDIT SYSTEM SPANS

Smartpreneur Consulting™— organizational diagnostic and operational infrastructure work for entrepreneur-led 20-500 employee businesses (six audit areas, Pathfinder Discovery + Build & Operate engagement structures, retainer relationships).

The Grounded Leader™— executive coaching at the identity level for senior leaders navigating institutional transition, organizational disruption, or work-and-identity rupture (three engagement tracks, organizational cohort delivery, certified coach network from Q3 2027).

Human Development Programs — ten cohort programs for life-stage transitions, identity work, financial development, belonging, AI fluency, cultural empathy, masculine identity, relational health, and digital relational behavior.

How You Earn Credits

Credits accumulate through three distinct earning categories, each calibrated to a different kind of client contribution:

Paid Product Purchases

Every paid digital product purchase — workbooks, diagnostic kits, archetype-specific assessment batteries, supplementary instruments, and the Smartpreneur DIY Kit — produces credit equal to the purchase price applicable toward subsequent engagement with the practice that the product serves.

This earning category is transparent transaction logic: the dollar amount you invested in substantive content carries forward as engagement credit when you decide to engage further. The product’s standalone value is real; the credit toward engagement is additional.

Above-and-Beyond Contributions

Standard service deliverables — completing your assessments, attending sessions, participating in program cohorts, applying the work — do not earn credits. These are the core work the practice exists to deliver.

Above-and-beyond contributions — contributions that benefit other prospective participants, CP4CD’s ongoing evidence base, or the practice’s reach — earn credits. The credit structure recognizes that these contributions are real labor on behalf of the practice and that they produce real value the practice should compensate.

Cross-Program Alumni Discount

Programs participants who enroll in subsequent CP4CD programs receive automatic discount on Tier 3 Standard Enrollment for the second program and additional discount for the third and subsequent programs. This earning category recognizes the compounding developmental work cross-program enrollment represents and the operational efficiency of working with leaders already familiar with the CP4CD methodology.

Paid Product Purchase Credits

Every paid Digital Tools purchase produces credit equal to the purchase price, applicable toward subsequent engagement within a defined credit window.

Purchase & Credit Application

Smartpreneur AI Opportunity Audit™ DIY Kit

Credit applies toward subsequent Smartpreneur AI Opportunity Audit™ engagement

Smartpreneur LD Self-Scan

Credit applies toward subsequent Smartpreneur Leadership Development engagement

Pathfinder Discovery purchase

Credit applies toward subsequent Pathfinder Build & Operate engagement

Grounded Leader Leadership Disruption Self-Diagnostic

Credit applies toward subsequent Grounded Leader™ coaching engagement

Grounded Leader Archetype-Specific Micro-Products

Credit applies toward subsequent Grounded Leader™ coaching engagement

Grounded Leader Archetype-Specific Assessment Batteries

Credit applies toward subsequent Grounded Leader™ coaching engagement

Grounded Leader Supplementary Instruments

Each instrument's credit applies toward subsequent Grounded Leader™ coaching engagement

Programs Workbooks (P1, P3, P5, P6, P9, P10)

Each workbook's credit applies toward subsequent enrollment in its corresponding program

Founding cohort members and LD Audit-included assessment takers receive certain Grounded Leader assessment batteries free during the validation period (through Q2 2027). Free product downloads do not earn credits because no economic value contributed; free downloads enter the email nurture sequence supporting subsequent paid product or enrollment conversion.

Above-and-Beyond Contribution Credits

Contributions that benefit other prospective participants, CP4CD’s ongoing evidence base, or the practice’s reach earn credits calibrated to the contribution’s scope and depth. Four contribution categories:

Testimonial Credits

Credits available for client testimonials documenting your engagement experience. Three formats supported:

•  Brief written testimonial— two to three paragraphs suitable for marketing materials with your attribution preference (full attribution, partial attribution, or anonymized).

•  Video testimonial— two to four minutes, professionally recorded or self-recorded with adequate audio and visual quality.

•  Recorded conversation testimonial— fifteen to thirty minutes of structured conversation captured for podcast or video content distribution.

Case Study Credits

Credits available for participating in published case study work documenting engagement details, outcomes data, and longitudinal follow-up data integration. Two participation levels:

•  Published case study participation— documented engagement details, outcomes data, longitudinal follow-up data integration, anonymized or attributed per your preference, suitable for white papers or formal case study publications.

•  Conference presentation co-participation— joining Dr. DuBose at a conference talk to share your experience directly, with credits calibrated to the conference scope and audience.

Referral Credits

Credits available for qualified referrals that connect new clients to CP4CD across any of the three practices:

•  Referred prospect completes a free assessment— modest credit for the introduction.

•  Referred prospect purchases a paid product— credit calibrated to product scope.

•  Referred prospect engages a paid practice engagement (Smartpreneur audit, Grounded Leader coaching, Programs enrollment) — credit calibrated to engagement value.

•  Referred organizational opportunity leading to organizational engagement (Smartpreneur consulting, Grounded Leader cohort, or Programs institutional licensing) — credit calibrated to engagement value and referral contribution depth.

Cross-Practice Contribution

Credits available for substantive contributions that strengthen the cross-practice integration — connecting your Grounded Leader™ work to your Smartpreneur Consulting™ engagement, or your Programs participation to your professional consulting work in ways that document the developmental compounding the three practices are designed to produce.

Cross-Program Alumni Discount

Programs participants enrolling in subsequent CP4CD programs receive automatic discount on Tier 3 Standard Enrollment:

DISCOUNT STRUCTURE

Second CP4CD program enrollment: 10% off Tier 3 Standard Enrollment rate

Third and subsequent CP4CD program enrollments: 15% off Tier 3 Standard Enrollment rate

Discount applies automatically through HubSpot enrollment tracking — no manual application required.

The discount stacks with paid workbook credits where applicable (e.g., a P1 graduate purchasing the P3 Wealthy Woman Financial Identity Workbook and enrolling in P3 receives both the workbook credit AND the 10% alumni discount on Tier 3 enrollment).

The cross-program alumni discount recognizes the compounding developmental value of multi-program participation and the operational efficiency of working with participants already familiar with CP4CD methodology, cohort delivery format, and assessment-grounded developmental work.

Organizational Tier Credit Structure

Organizational clients — employers sponsoring leader coaching, organizations licensing CP4CD programs, institutions engaging Smartpreneur Consulting™ across multiple business areas — receive cumulative tier-based credit on subsequent engagements based on cumulative CP4CD revenue:

Table comparing engagement tiers: Foundation, Active Partner, Strategic Partner, Anchor Partner; with corresponding thresholds and credit on subsequent engagements.

How Credits Apply

Cross-Practice Applicability

Credits earned in any practice apply across the full CP4CD portfolio:

•  Smartpreneur clients earn credits applicable to subsequent Smartpreneur engagements, Grounded Leader™ coaching, or Programs enrollment.

•  Grounded Leader™clients earn credits applicable to subsequent Grounded Leader™ engagements, Smartpreneur consulting, or Programs enrollment.

•  Program participants earn credits applicable to subsequent program enrollments, Grounded Leader™ coaching, or Smartpreneur consulting.

This applicability is the architecture’s design principle: the credit you earn isn’t locked to the practice that issued it. The work compounds across the ecosystem.

Credit Expiration

Credits expire 36 months after your last CP4CD engagement, preserving substantial relationship runway while protecting against indefinite credit liability. The 36-month window resets with each new engagement — if you engage Smartpreneur consulting, then engage Programs participation 18 months later, the 36-month expiration clock resets at the Programs engagement.

Credit Conversion Option

At engagement signing, you can elect either 5% in credits for future application OR 4% direct discount on the current engagement. The conversion option accommodates clients whose financial situation favors immediate discount over future credit accumulation.

Credit Redemption Process

Credits apply automatically to subsequent engagements based on enrollment timing. At engagement signing, your accumulated credit balance is reviewed and applied against the engagement fee. You receive a credit statement at engagement signing documenting credits applied and any remaining credit balance for future engagements.

Ready to begin?

The Rewards & Credit Program activates with your first engagement. Whether you enter through Smartpreneur Consulting™, The Grounded Leader™, or Human Development Programs, the credit accumulation begins immediately and applies across the full CP4CD ecosystem from your first engagement forward.