Offer Overview

Full Name *

Email *

Company *

Offer Name *

Current Spend *

Funnel type (webinar, challenge, low ticket offer, VSL to purchase, VSL to booked call, etc) *

Provide all links to the funnel (landing page, order page, upsells, downsells, thank you page, application, etc) *

Please provide a link to all marketing assets specific to this offer *

Will we be running traffic on the original Meta fan page provided? (If not, please provide a new link) *

Will we be running traffic from the original Instagram profile? (If not, please provide a new link) *

At a high level, can you explain your offer in full? *

What is the niche? *

What topics do you cover in your sales mechanism? (In your webinar, vsl, sales page, lead magnet, etc) *

What does the back end look like after a lead is generated, call is booked, and a purchase is made? *

Does your product/service experience seasonality? *

Who are your top competitors? Please provide any names and important links associated to this competitor. *

What are the things your competitors do that you love? *

What are the things your competitors do that you hate? *

Are there any specific creative concepts or themes you would like to explore in your campaigns? *

Avatar Breakdown

General info: Age, sex, education, net worth, job types *

Pains and frustrations? *

Wants/Desires *

What other things have they tried that are similar to your offer? *

What things does your avatar hate? *

What objections do they have? *

What are the benefits of your offer? *

Please share any of your credentials: Trustpilot reviews, BBB review, clients served, client statistics, revenue

Link to your most important case studies from the results specifically for this offer

Link to your most important testimonials from the results specifically for this offer

KPIs and Targets

What is the budget? *

What are your top 3 metrics you track for performance? *

Which metrics is most important? [Will now reference this as KPI 3] *

What is the current cost of KPI 3? *

What is your goal for KPI 3? *

What is your source of truth for KPI 3? (Hyros, stripe, your KPI sheet, Hubspot, etc) *

Do you already have a KPI sheet for this funnel? If so, please add the link below.