Built to solve: Giving away too much strategy for free.
Sales / Review workflow
Paid Diagnostic Funnel
Consultants, service providers, and businesses that want paid discovery or deposits before custom work. Giving away too much strategy for free.
Sales detail
Paid Diagnostic Funnel built as a usable business asset, not a loose page or form.
A paid intake and diagnostic flow for packaged advice.
Launch shape: 4-7 days with from $1,400 entry scope
Upgrade path: Full productised service funnel, automated report, proposal generator
What is included
Scope that can launch, then grow.
Build slot secured with a 50% project reservation. Remaining balance completed before handoff.
Core inclusions
- Diagnostic landing page
- Intake form
- Paid checkout/deposit link
- Confirmation email
- Internal review dashboard
- Next-step CTA
Likely connections
- Forms
- Stripe/Square/PayPal link
- Calendar
- CRM
Build sequence
Clicking intake is the start of controlled scope, not blind checkout.
Map the enquiry path
Used where hidden complexity can change effort, timeline, or tools.
Build the capture or pipeline layer
Kept practical, visible, and connected to the final handoff.
Connect notifications and follow-up rules
Kept practical, visible, and connected to the final handoff.
Hand over the operating view
Kept practical, visible, and connected to the final handoff.
Expected outcome
What this should change in the business.
Giving away too much strategy for free.Connects with Forms, Stripe/Square/PayPal link, Email, CalendarCan expand into Full productised service funnel, automated report, proposal generator
Before intake
Have these answers ready.
Client provides
- Business name and contact details
- Current tools or links
- Must-have outcome
- Deadline if there is one
FAQ
- Prebuilt scope is kept tight so it can launch quickly.
- Deeper setup details are collected after the package is confirmed.
- Every prebuilt can be expanded into a custom system later.
Ready for the form
Paid Diagnostic Funnel
The intake form collects the details needed to review scope, confirm payment timing, and prepare the right invoice or proposal path.