Example Overview Call
What We Accomplished:
● $60,313 in new cash collected revenue.
● $699,685 Additional Projected Revenue Over 12 Months From
Systems
● 23% increase in monthly revenue in last 60 days
● Overview
Overview:
● How did you enjoy the process over the last 8 weeks?
● What did you enjoy most about the process?
Areas Of Opportunity:
● Structuring higher AOV offers to launch on ads to increase profit
margin and scale ads (viral challenges & subscriptions & bundles)
● Increasing customer LTV through monthly subscriptions and
packages → Keep customers sticking long term and build
more monthly recurring revenue.
● Look at getting higher engaged email list or figure out segments to
target (getting more from email revenue)
● Want to focus on these two metrics moving forward to create
a stronger business model to be able to unlock the next
stage of growth → Goal be able to scale to consistently
above $300,000 P/M
Next Steps:
● Private Client Group → Fractional Chief Marketing Officer For
1 Year
● Plan the marketing strategy and plan needed to structure business
model and economics to get us to objective of $300,000 P/M
● Weekly 1 on 1 meetings + implement 1 thing per week to get us
closer to the objective.
Investment:
● Private Client Group: 12 Months
○ Investment: $3,000 P/M
