Revenue by Offer

Which offer generates the most revenue right now, and is that the one you want to be known for?

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Transaction Size and Repeat Rate

What is your average transaction size? How often do clients come back?

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Revenue Source

Where does most of your revenue actually come from? Referrals, inbound, outbound, a platform?

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Conversion Rate

What is your current conversion rate from conversation to paid client?

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More of What Works

Based on what is already working, what would happen to revenue if you just did more of that?

Not about new strategies. What is already producing, and what happens if you double down?

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Revenue Left on the Table

What opportunities have you turned down or lost in the last 6 months because you did not have the bandwidth or system to handle them?

Estimate dollar amounts if you can.

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Earned vs. Paid

Is most of your traffic and lead flow earned (content, referrals, organic) or paid (ads, sponsorships)? Or both?

Just tell us the mix. We will dig into specifics next.

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Active Platforms

What platforms are you active on? Which one actually sends you leads?

Name every platform you use and mark which ones generate real leads versus just presence.

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Content and Email

What content do you currently produce and how often? Do you have an email list?

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Your Typical Week

Walk through a typical week. Where are you spending most of your working hours?

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Tasks to Offload

What tasks do you do every week that someone else could handle if it were documented?

These become the first things an operator takes over. Be specific.

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Highest Value Activity

What is the work only you can do? The thing that actually drives revenue when you are doing it?

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Known Time Drains

What do you spend time on that you know you should not be?

Be honest. These represent active margin leakage in your business.

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90 Day Revenue Priority

Based on everything above, what is the single most important thing you should focus on in the next 90 days to increase consistent revenue?

Not a wish list. One priority. The thing that moves the most money based on what you already have.