Share your current offers, funnel/website links, and tool stack so we can map how revenue flows through your business and deliver a lean 90-day rebuild plan.
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What’s your name?
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Your role/title
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Primary website URL
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List any additional domains/landing pages you use (with links)
Share all sales funnel links/paths you currently use
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Include opt-in pages, sales pages, checkout pages, order bumps, upsells/downsells, thank-you pages, and any evergreen or live launch funnels.
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Where does new traffic come from today?
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List channels and any relevant links: ads, organic social, YouTube, podcast, partners, affiliates, SEO, email, events, referrals, etc.
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List all of the offers/products you sell (current or planned)
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For each: name, price, who it’s for, delivery format, and link to sales page/checkout if available.
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What is your primary offer you want the rebuild plan to focus on?
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Current pricing/packaging structure
Include tiers, payment plans, bundles, subscriptions, trials, guarantees, and any promos/discounts you regularly run.
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How do leads become customers today?
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Walk through the current journey from first touch to purchase (and post-purchase). Include key touchpoints like email sequences, calls, webinars, DMs, VSLs, etc.
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Checkout + payment links
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Share links to your checkout pages and note your payment processor(s) (Stripe, PayPal, etc.).
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Revenue streams & how they’re fulfilled
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List each revenue stream and how delivery happens (course platform, coaching calls, community, services, done-for-you, affiliates, etc.).
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Tool stack (current)
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List tools by category (and links if helpful): website/landing pages, CRM/email, checkout, course/community, scheduling, analytics, ads, automation, support, proposals/contracts, invoicing, reporting dashboards.
What’s working well in your revenue system right now?
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What feels messy, redundant, or fragile right now?
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Where are things breaking or requiring too much manual effort?
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Biggest constraints to simplification
Examples: team capacity, tech limitations, legacy offers, deliverability, compliance, founder time, brand positioning.
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Team & ownership
Who owns each part of the revenue system today (marketing, sales, fulfillment, ops/tech)? Include contractors/agencies and key logins/contacts if relevant.
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Access & assets
Share links to key assets: brand messaging doc, offer decks, scripts, email swipe files, SOPs, launch calendars, Notion/Drive folders, etc.
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Timeline & goals for the next 90 days
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What outcomes do you want from the rebuild? Include revenue targets, workload constraints, and any launch dates.
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Anything else I should know before mapping your current revenue flow?
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All done! Thank you!
We’ll now review your revenue system inputs and start mapping your current flow with everything you've provided.
Next step: We’ll confirm any missing links/details if needed and outline the 90-day Revenue Infrastructure Rebuild Plan™.
