LEVRG ACQUISITION

Client Onboarding

Before our onboarding call, we need to understand your business at a deep level. The more detail you give here, the faster we tweak your offer to your ICP, fix what's leaking revenue, and build a no-brainer offer. What you put in here is exactly what we use to build your roadmap.

// EST. 30–45 MIN · COMPLETE BEFORE YOUR CALL · BE BRUTALLY HONEST

00Your Program

Confirm the tier you signed for. This tailors the rest of the form to where you're at.

Tier*

Starter

90 DAYS · GET TO A PREDICTABLE $10K/MO OR WE WORK FREE

Growth

120 DAYS · $30K/MO CONDITIONAL GUARANTEE · MAIN OFFER

Partner

INVITE ONLY · ONGOING · INSTALL → PROVE LIFT → REV-SHARE

How did you pay?So our records line up.

01The Basics

Who you are and where to reach you.

Full name*

Business name*

Best email*

Best phone*

Time zone*

Niche*e.g. fitness coaching, agency mentorship, course on X

Website / sales page URL

Primary social handlesIG, YouTube, TikTok, X, LinkedIn — paste whichever apply.

02Your Offer

What you sell. This is the first thing we sharpen — dream outcome plus mechanism, priced and anchored.

What exactly do you sell?*One paragraph, as if explaining it to a stranger. What's the program, mentorship, or course?

Price point(s)*List every offer and price — low, mid, high ticket if you have them.

Format*

Program length*

How long selling this exact offer?

The #1 outcome a client gets*The dream outcome. Be specific — numbers, timeframes, tangible results. Not "more confidence."

What makes you different?Your unique mechanism — the "how" only you do. If you don't have one yet, say so. We'll build it.

What's included?Every deliverable, call, resource, bonus, community access.

Current guarantee / refund policy

03ICP & Proof

Who you help and the proof you've got. This is what we tweak your offer toward and what feeds your ads and content.

Describe your ideal client in detail*Who they are, what they do, income level, stage of business/life, what they've already tried.

The #1 pain right before they buy*What are they feeling and saying right before they decide to work with you?

The transformation they're really buyingThe deeper "after" state, not just the surface result.

Top 3 objections you hear most on calls*We build pre-sale assets to kill these before the call.

Your best 3–5 client results*Starting point → ending point → timeframe. Paste a quote or testimonial if you have one.

1–2 clients who DIDN'T get resultsWhat went wrong, in your opinion? This tells us as much as the wins do.

Paying clients in last 12 months

Rough retention / completion rate

04Your Numbers

Your baseline. We lock these now so we can prove the lift later — leads, show rate, close rate, AOV, revenue per lead.

Monthly revenue (last 3mo avg)*

Best month ever (revenue + when)

Your #1 traffic / lead source right now*Organic content, paid ads, referrals, DMs, affiliates…

Walk me through your current sales process*Step by step. e.g. ad → VSL → call, DM funnel, webinar, application → call.

Are you running paid ads now?

No, not currently Yes — details below

Show rate on booked calls% of booked calls that actually show.

Close rate on sales calls

Who's running sales right now?*You, a setter, a closer, a full team?

05Team, Systems & Bottlenecks

What's running, what's broken, and what's eating your time. This is where we find the leaks.

Who's on your team and what do they do?VA, setter, closer, coach, content, ops… or "just me."

What's working really well right now?*

What's broken or draining your time?*Where do you feel like the bottleneck?

What have you already tried to fix it?What worked, what didn't.

Current tools / softwareCRM, email, scheduler, course/community platform, etc.

06Fulfillment & Retention

How clients are delivered to and kept. Refunds and churn quietly kill revenue — we want the full picture.

Walk me through your client experience from day oneOnboarding, support, community, check-ins. Where do clients tend to drop off or go quiet?

Refund / chargeback rate

Avg. client lifespan

Are you the bottleneck in fulfillment?Answering every question personally, on every call, etc.

07Scale Diagnostics

You're already running an engine — we're maximizing LTV and getting you off the tools, not building from zero.

Break down your monetization ladderEvery offer: low / mid / high ticket, price, and roughly what % of revenue each drives.

Average order value (AOV)

Revenue per lead (if known)

Single biggest bottleneck capping revenue?*Show rate, close rate, fulfillment, lead volume, ad spend ceiling, you being on every call…

Existing upsell / downsell / cross-sell motions

What would it take to get you off sales calls / out of day-to-day?CEO mode — what's stopping that today?

08Partnership Alignment

This is a rev-share track — we install, prove the lift, then align on upside. Alignment matters more than anything here.

Long-term vision for the business3–5 year picture. Where does this go, and what's your role in it?

Rough gross margin / profit

Current monthly profit (not revenue)

What outcome makes a rev-share partnership a clear win for you?

Any existing partners, investors, or revenue commitments we should know about?

09Goals & Commitment

Where you want to go, and what you'll put in. Our guarantees depend on you hitting your accountability gates, so this matters.

90-day revenue goal*

12-month revenue goal

What does "winning" with us look like in 6 months?*

How coachable are you? (1–10)*Be honest.

Hours/week you can commit*

Anything happening in the next 90 days we should know?Launch, move, baby, surgery, travel — anything that affects execution.

10Why Us

What's the worst-case outcome if this doesn't work?

[ ✓ ]

You're locked in.

Your responses are in. We're reviewing everything before the call so we walk in already knowing your business and ready to build your roadmap.

LEVRG ACQUISITION