Consultants and specialists whose free discovery calls are turning into free strategy sessions that never close. Handing away your sharpest thinking on a free call, then competing on price with people who never saw the strategy you gave away.
Paid Diagnostic Funnel — a revenue system, not another loose form.
A paid intake and diagnostic flow that turns your sharpest thinking into a product — paid up front, delivered on rails, ready to scale.
Why it matters
Engineered around: Handing away your sharpest thinking on a free call, then competing on price with people who never saw the strategy you gave away.
Why it matters
Launch window of 4-7 days at from $1,400 entry scope, with room to grow into full productised service funnel, automated report, proposal generator.
Why it matters
Built to slot into your existing stack — Forms, Stripe/Square/PayPal link, Email, Calendar — without forcing a rebuild.
Why it matters
Scoped as a tight first version, not a six-month engagement disguised as a starter package.
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
Email
Calendar
CRM
Build sequence
Clicking intake is the start of controlled scope, not blind checkout.
01
Map the enquiry path from first touch to closed-won
Used where hidden complexity can change effort, timeline, or tools.
02
Build the capture, pipeline and notification layer
Kept practical, visible, and connected to the final handoff.
03
Wire reminders, status changes and ownership rules
Kept practical, visible, and connected to the final handoff.
04
Hand over the operating view your team will actually use
Kept practical, visible, and connected to the final handoff.
Expected outcome
What this should change in the business.
Handing away your sharpest thinking on a free call, then competing on price with people who never saw the strategy you gave away.Connects with Forms, Stripe/Square/PayPal link, Email, Calendar from day oneExpands into Full productised service funnel, automated report, proposal generator when the business is readyDesigned to compound, not depreciate, the moment the first version goes live
Before intake
Have these answers ready.
Client provides
The diagnostic you sell, the price you charge and what the buyer walks away with
The questions a prospect must answer so the diagnostic actually qualifies them
How the result is delivered — call, written report, scorecard, or strategy doc
The next step after a completed diagnostic (retainer, proposal, package)
FAQ
The funnel turns the diagnostic into a paid product instead of a free preview of your best work.
Intake, payment, delivery and follow-up are stitched into one operator-friendly flow.
The build can expand into a productised service with automated reports and proposals.
SALE-P009 / 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.