Look inside · The Complete Bundle

See exactly what you get.

Every lesson, every working file and every page of the book, shown before you buy. Nothing behind a sales call, nothing held back for a higher tier.

Instant access · At your own pace · 14-day refund · No calls, ever

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Lesson 5 video: Discover your path, Advisor or Builder

Lesson 05 · Foundation

Choose your path

Skills-to-Income Audit.xlsxPath Test.xlsx

Your progress · 4 of 14

  • 01 The vantage point
  • 02 Your numbers
  • 03 Advantage
  • 04 Your AI bench
  • 05 Choose your path
  • Path A or B opens after the Path Test

Your course pageVideo lessons, the files for each chapter, and your progress saved.

The Soft Shift Book & Planner, glossy hardcover

What $57 gets you

Three things, built to work together.

14

Video lessons

One per chapter, at your own pace in your Vaantage account. Your progress is saved as you watch.

42

Working files

Calculators, trackers, scripts and templates in Excel and Word. Shaded cells are yours; everything else calculates.

156

Pages of book & planner

Six stories, 14 chapters, 26 named frameworks and a fillable planner. The fillable PDF is included.

Your course, inside Vaantage

One home for the whole shift, on any screen.

The Soft Shift isn't parked on a borrowed course platform with someone else's name in the corner. It opens in your own Vaantage account, beside your Digital Planner and the club, on your laptop or your phone.

The Soft Shift course in a Vaantage account, shown on a laptop and a phone: the course page with progress, and a lesson with its video and toolkit files

Produced lessons

Each of the 14 lessons is a produced video, scripted from the book, with the frameworks on screen as they're taught. Not a webinar recording.

Picks up where you left off

Your progress saves as you watch, on any device. Come back on your phone and you're on the same minute.

The files sit beside the lesson

Every lesson lists its toolkit files right under the video. Nothing to hunt for in a folder.

One account for everything

The course, your Digital Planner and Vaantage Club, behind the same sign-in. Yours to keep.

Lessons are presented by an AI presenter and scripted from the book. Preview shows a sample account.

The tour · real files, not mockups

Don't take our word for it. Open the files.

These are screenshots of the actual toolkit you download. Pick one to see what you type in and what it gives back.

Lesson 02 · Your numbers

Freedom Number Calculator

You do

Type in six numbers: your monthly expenses, health insurance, business costs, tax rate, any income of your own today and your savings.

You get

Your Freedom Number, how many months to your first $1,000 month and to the bridge, your runway, and the stage you're in.

The book's worked example

$10,694 a month · 34 months to your Freedom Number · Stage: Build

Illustrative example. Your figures will differ. Planning estimates, not financial advice.

Screenshot of the Freedom Number Calculator spreadsheet with inputs and results

How it works

One foundation. Then the path that fits your life.

Everyone starts with the same five lessons. The Path Test at the end of Lesson 5 opens the Advisor chapters, the Builder chapters, or both. Then everyone finishes with Ease and the bridge.

01

Know your numbers

Your Freedom Number, your runway and your starting Shift Score.

Lessons 1–2

02

Find your advantage

What AI can take from your work, and the judgment only you have. Then set up your AI bench.

Lessons 3–4

03

Take the Path Test

Six questions. It points you to Advisor, Builder or both, and opens those chapters.

Lesson 5

04

Path A · Advisor

Sell your judgment

Offer, first clients, retainers. Lessons 6–8.

Path B · Builder

Package your method

Product, pre-sale, build, launch. Lessons 9–12.

05

Protect your ease, then bridge

The Ease Floor, the 90-Day Shift Cycle and the Stay-or-Shift Test.

Lessons 13–14

The full course

Every lesson. Every file it comes with.

Each lesson is one video plus the files that do the work for that chapter, ready to download on the lesson page.

Foundation

Lessons 1–5 · everyone

01The vantage point

Discover your path: Advisor or Builder

Start Here GuideSoft Shift Self-Assessment90-Day Soft Shift Roadmap
02Your numbers

The Freedom Number

Freedom Number CalculatorRunway PlannerSoft Shift Score Tracker
03Advantage

The Judgment Map: Hand, Steer, Hold

Judgment MapAI Exposure AuditVantage Inventory Worksheet
04Your AI bench

Setting up your AI bench

AI Bench Setup GuideAI Prompt Library
05Choose your path

Then take the Path Test

Skills-to-Income AuditPath Test

Path A · The Advisor

Lessons 6–8 · sell your judgment

06Your advisor offer

One sentence, one price floor

Advisor Offer BuilderPricing Calculator
07Your first $1,000 month

The First Forty and the Quiet Ask

First Forty TrackerQuiet Ask Message LibraryThree-Part Conversation GuideProposal Template
08Retainers and rates

Paperwork, retainers and raising your rate

Simple Services AgreementStatement of WorkInvoice TemplateRetainer Planner

Path B · The Builder

Lessons 9–12 · package your method

09Choose your product

The Product Spectrum

Product Spectrum GuideProduct Idea ScorerProduct Roadmap
10Pre-sell before you build

The Ten-Yes Test

Pre-sell Page TemplateBeta Tester Tracker
11Build it with AI

Platform, prompts and product math

Platform ChooserAI Build Prompt PackProduct Pricing and Unit Economics
12Launch and compound

Product Math, the Quiet Launch and the Income Stack

Launch CalendarProduct Launch ChecklistIncome Stack Planner

Both paths

Lessons 13–14 · everyone

13Ease

The Ease Floor

Ease Floor Weekly Planner30-Day Sleep Reset Tracker90-Day Longevity Habit Tracker
14The bridge

The 90-Day Shift Cycle, visibility and the Stay-or-Shift Test

Shift Log Template90-Day Content CalendarPost Prompts and Hook LibraryFramework Quick Reference CardsMaster Toolkit Index

Inside the book & planner

Real pages, straight from the book.

Stories first, then the method, then a planner you fill in on screen or print. Every chapter ends with a “Your tools” page that links each file.

Book page: Mei's story, the woman between roles
Six stories, like Mei's
Book page: the Chapter 3 opener, Advantage
14 chapter openers
Book page: the Hand, Steer, Hold framework
26 named frameworks
Book page: Your tools, with a QR code for each file
A QR code for every file
Planner page: My Freedom Number worksheet
Fillable worksheets
Planner page: the Friday Shift Log
An undated weekly planner

Is this for you? An honest answer.

It's for you if…

  • You've already built something, a career or a business, and you're deciding what comes next.
  • You want income of your own without quitting on a whim.
  • You'd rather work through a method at your own pace than sit on weekly calls.
  • You want to use AI well, without chasing every new tool.
  • You care about your wellness & longevity as much as revenue.

It isn't for you if…

  • You want someone to build it for you. That's VIP Shift Coaching, by application.
  • You're looking for an income promise. We don't make them; we help you know your numbers.
  • You want live group calls every week. The course is self-paced, and the club is where you meet people.

Choose your starting point

One price. Everything listed above.

The Book & Planner

$19

The whole method and a fillable planner. You build the worksheets yourself.

  • — 156-page fillable PDF
  • — All 14 chapters, both paths
  • — Add the course and toolkit later for $44
Buy the book & planner · $19

Also on Amazon: Paperback $19Hardcover $39.99Kindle $9.99

Most choose this

The Complete Bundle

$57

Everything on this page, ready the moment you buy.

  • — 14 video lessons, progress saved
  • — All 42 working files
  • — The Book & Planner (fillable PDF)
  • — The Digital Planner, free
Get the complete bundle · $57

One-time purchase · Instant access · Not right for you? Email us within 14 days for a full refund.

Before you buy

Do I have to leave my job?

No. The Soft Shift is built from a position of security. Staying in your role with more leverage is a complete outcome. The Stay-or-Shift Test in Lesson 14 tells you when leaving would be a choice rather than a leap.

How does the video course work?

You watch 14 lessons, one per chapter, in your Vaantage account at your own pace. Each lesson has its toolkit files ready to download, your progress is saved, and the Path Test after Lesson 5 opens your Advisor or Builder chapters. No live sessions.

Do I need to be technical?

No. The AI Bench uses plain-language briefs you paste into a general assistant, and the 50 prompts are ready to adapt. The files open in Excel, Google Sheets, Word, Google Docs, Numbers and Pages.

How do I get everything?

Instantly after checkout. A download link is sent to your email, and the course opens in your Vaantage account under Courses.

Is this financial, legal or medical advice?

No. The money tools are planning estimates, the paperwork is a template to review with a lawyer, and the Ease chapter is general education.

What if it isn't right for me?

Email us within 14 days of your purchase and we'll refund you in full. Just reply to your receipt email.

More questions? See The Soft Shift or write to us.

The Soft Shift · Complete Bundle

Everything on this page is what you get.

Nobody here is starting over. Everyone here is starting from advantage.

Get the complete bundle · $57

Education and planning tools only, not financial, legal, tax or medical advice. Examples are illustrative; your figures will differ.