LEVRG ACQUISITION

Monthly Accountability

Once a month we zoom out. This is the deep review: did we move the big numbers, what worked, what didn't, and what we reset for next month. Take 10–15 minutes and do it properly.

// EST. 10–15 MIN · DUE MONTHLY

01The Month

Tag the month so your trend stays clean.

Your name*

Business name*

Month*

Tier

02Your Funnel This Month

Your funnel for the month, top to bottom. Fill in whatever applies. This is the stack we diagnose against.

Revenue booked*Total contracted/sold this month.

Cash collected*Actually hit the bank this month.

Total ad spend*What you spent on ads this month.

MessagesInbound messages from your ads.

Cost per message

Leads

Cost per lead

Calls booked

Cost per booked call

Calls showed

Deals closed

Avg. ticket / cash per close

Recurring revenue (MRR)If you have a continuity offer.

03Goal Review

Did we hit what we set out to? No spin.

What was last month's main goal?*

Did you hit it?*

Why? What's the honest reason for the result?*

04What's Working, What's Not

Your honest read on the month. This shapes what we double down on and what we cut.

What do you feel is doing GOOD this month?*What's working that we should double down on?

What do you feel is doing BAD this month?*What's not working or wasting time/money?

How have we been supporting you?Is the support hitting the mark? Be straight with us.

What do you need from us to support you BETTER?*

05Confidence Check

How confident are you that you'll hit your overall goal with us? Same scale as your weekly, so we can see the trend.

1 · OFF TRACK10 · LOCKED IN

What's the one thing we should focus on together next month?*

06Next Month's Plan

Reset the target. This becomes the goal we review next time.

Next month's revenue goal*

Other key targete.g. clients, calls, launch

Top 3 priorities to get there*One per line.

[ ✓ ]

Review locked in.

Your monthly review is in. We'll use this to recalibrate your roadmap and come to our next session ready to adjust.

LEVRG ACQUISITION