Exactly what we would do first, whether you are trying to crack your first million-dollar month or tack on the next million
2 acts21 sections22 min read
ACT I
Find The Key Levers, And The Leaks Hiding Behind Them
It always starts with the same question: where is the revenue coming from? Find the levers before you pull them.
DAY ONE
We would not start by doing more
If we took over your business tomorrow, we wouldn't start by posting more. We wouldn't immediately run ads. And we probably wouldn't rebuild your funnel either.
For the first few days, we'd try to answer one question:
Where is the money already trying to come from?
Most businesses don't have a complete lack of opportunity. They have opportunity hiding inside the system they already built. The owner is usually too close to it to see it.
STEP ONE
Start with the key levers
There are always a few specific drivers of revenue. Often a very large share of customers are very specific types of buyers, coming through very specific ways you advertise. The first job is to name those ways: organic, paid, a specific funnel type, or demographic traits.
Most of what you could pull does not move revenue. Find the few that do.
You cannot amplify what you have not found, plug a leak you have not located, or duplicate a system you never mapped.
THE FIRST 24 HOURS
The question to ask first
“What would I do if I were you, and only had 30 days to do it?”
Where would I attack?
What would I do to make more money?
Where would the revenue come from?
Where could savings come from?
Thirty days is a real billing clock, not a motivational frame.
THE DRIVER
The driver: boosted posts, setter DMs, $3K paid in full
Almost all of the revenue came through DM ads, but not traditional DM ads:
The ads are boosted posts: regular talking-head, value content already on the profile.
Little organic traction. Cost per follow is about $8, blending organic and paid followers, since organic is small.
$400,000 to $500,000 a month goes into boosting that content at the people the business wants as followers.
A setter team DMs all activity: engagement, follows, any attention on the profile.
About 90% of the time the sale happens in the DM, for $3K paid in full. No call, no closer.
Four months from follow to buyer.
A driver is the full chain from spend to sale, with a real number on every link.
(Individual result, not typical.)
WHO BUYS
Who actually buys, and where the money went
Good data, but not enough to make key decisions. Next questions: who buys on average? What do they look like and sound like? What is their age? About 90% of the buyers are 24 to 40; about 10% are younger or a little older.
Then the simple question: out of everything you have ever spent, where did it actually go? Even if you boost posts from your phone, go into Ads Manager:
Pull the total spend for the lifetime of the account.
Break it down by demographic and by age.
Look at where all the money actually went.
Does the spend ratio match the 90/10 buyer ratio, or not?
THE ANSWER
The answer was insane
The money split did not match the buyer split, and nobody had looked.
About $6 million spent across the two groups: $4 million on the 24–40 group that produces 90% of buyers, and $2 million on the group that produces 10%. A 66/33 split. Does it make any sense to spend 33% of your total ad spend where only 10% of your customers come from? No.
That is not a strategy. That is a bill nobody read.
THE CALCULATOR
The $1.8 million gaping hole
Be precise, because these are not the same number. $2 million is everything that went to the 10% group; some of it did produce those buyers. $1.8 million is the gaping hole: the part that should never have had spend against it. The fix: plug it immediately and move that budget to where 90% of the customers come from.
Total, all time, from Ads Manager
Break the lifetime spend down by age and demographic
Out of every ten buyers, how many are in it?
Buyers
Spend
$1,440,000spent on the weaker demographic above its share of buyers
This simple version of the math gives $1.44M on the rounded numbers; $1.8M is the figure from the actual account. Either way, you do not pocket it. Move it to where the buyers are and it becomes a multiplier.
The leak is not the whole line item. It is the part that never should have existed.
TWO THINGS
Leaks and revenue multipliers
This is not just a savings play. When you first come into a business, look for two things:
Leaks
Money going somewhere it should not be, like the spend on the 10% group.
Revenue multipliers
Actions that multiply revenue, like moving that same money onto the group that produces 90% of sales.
The exact multiple from moving that spend is unknown, but $2 million spent where 90% of the customers come from, instead of where 10% do, will produce a lot more.
And this is a within-minutes thing. All of this came out a couple of minutes into a 30-minute conversation. The business is set up to make a lot more money and stop losing a lot. The only reason it has not happened in your business is that nobody has sat down and asked.
You do not pocket a plugged leak. You redeploy it, and the same dollars start compounding.
THE RATIO
The ratio is never as clean as 80/20
Once you find a key lever, put a percentage on it. How much of total revenue comes from there? From other channels? From each organic channel and each paid one?
The 80/20 rule says 20% of your efforts drive 80% of results. Sometimes reality is not that clean. Sometimes it is 99/1. Do not hold the rule too strictly; find out the reality of your situation.
ACT II
Map The Whole System Before You Amplify Or Duplicate Anything
Every step, little and big. Miss a piece and your next move breaks something.
PICK ONE
Map the system in its entirety
Technically this business makes most of its money from Instagram and DMs, but not the way people assume. Organic is not the engine; it is what makes boosting posts possible. In reality the setter team drives most, if not all, of the revenue. Every piece is part of the system. Map all of it, then be honest about which piece is the engine.
The whole chain. Pick one piece and pour more into it.
Pick a piece above. Most people amplify one and expect the system to scale.
THE JOURNEY
Map every step a buyer takes
Then we map the entire journey, from the first moment someone sees you to recurring revenue, and look at every step for the same two things: leaks and multipliers.
Tap a step to see what we'd ask there.
Step 1 of 7
Leak
Multiplier
AN EXAMPLE
The coach with 30,000 followers
Imagine a coach with 30,000 followers. They post consistently, their content gets decent engagement, and they have a $3,000 coaching offer that gets some sales. From the outside, the business looks healthy.
Then we dig deeper.
That's the problem. They're feeding the part of the machine that's already getting fed, while neglecting the parts that actually turn attention into revenue.
(Illustrative example.)
THE REAL QUESTIONS
Not “make more content”
We wouldn't tell that coach to make more content. We'd ask:
What happens to someone after they discover you?
Where do they go?
What relationship gets built?
What reason do they have to buy something small first?
And where does that process break?
How is someone moved up every rung, and which rung is missing?
THE ECOSYSTEM
Content is not the business
Content is one component of the growth engine. Its job is to attract the right people. Then something needs to happen with that attention.
The old question
“How do I get more followers?”
The better question
“How do I increase the value of every person who enters my ecosystem?”
That's a completely different game.
AMPLIFY
Then ask what you can amplify
Once the system is mapped for the first time, the next question is simple: what could we, clear as day, put a lot more into right now?
More money
More ad spend
More time
More resources
More effort
But you have to know the whole system. Amplify only part of it and it becomes lopsided and fails.
THE SIMULATOR
You can easily scale the wrong thing
This is the other reason we'd map the whole system before changing anything. If your content generates attention but your follow-up is weak, doubling content doesn't double revenue. You might just create twice as many people for your backend to lose.
Today2×3×
Interested people
Actually followed up
Lost by the backend
New clients
(Illustrative numbers: 100 interested people per unit of content, follow-up capacity of 60 conversations a month as it is, 1 in 10 conversations becomes a client.)
Same with sales: if your calls convert well but you're generating the wrong leads, more calls don't solve the problem. They amplify it.
DUPLICATE
Where the organic operators get killed
Sometimes it is duplication: copying one thing and running it somewhere else. This is where organic operators usually go wrong. They make their money from YouTube with a call funnel, decide “my call funnel is what works”, then run direct-response ads on Meta to that same call funnel. It does awful. Then they learn the reality:
Their salespeople only close deals that are layups.
The content is a required part of the process.
They have no ad strategy that duplicates the organic sales process through paid ads.
Duplicate only a fraction of what needs duplicating and it fails, and you lose money, time and resources.
They did not duplicate the system. They duplicated the last step and paid Meta to watch it fail.
THE FIRST 30 DAYS
Find the highest-leverage points first
That's why the first 30 days wouldn't be about randomly “doing more”. We'd want to know:
What is already working?
What's quietly leaking money?
What's creating demand but not capturing it?
What's converting well that deserves more resources?
What part of the customer journey is missing entirely?
Only then would we decide what to build. There isn't one universal lever. The lever depends on where the business is actually constrained.
Which one sounds most like you?
Your likely first lever
REFRAME
Give yourself the outside perspective
Try this on your own business. Change the perspective you think through to unlock new ideas:
If you came in today with only 30 days to make a huge positive change to revenue, what would you do?
If you came in as a consultant or a new operator, what would you change?
Where would you attack, what would you cut, what would you amplify?
The reframe costs nothing and runs on data you already have.
NEW DATA
Load yourself up with new data
New data is the fastest way to rip through this and get better results quicker. Treat yourself like a computer that needs a software update: you can only think with the data in your head. The more you load up, the more opportunities you have to think with and exploit.
BEFORE OUR CALL
Your 15-minute homework
Take 15 minutes before our call and look at your business through this lens. Trace the journey from the moment someone discovers you to the moment they become a customer.
You may find the biggest growth opportunity isn't somewhere you need to build something new. It might already be sitting inside something you're doing today. We'll dig into exactly that on the call.
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