startup-ideation-kit 2.0.0 → 3.0.0

package/skills/startupkit/templates/diverge-template.md

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+# Phase 1: Diverge -- Divergent Thinking
+
+> **Goal:** Generate a massive pool of raw material -- skills, passions, problems, and early niche ideas. Quantity over quality. Aim for 50+ problems minimum.
+>
+> **Source frameworks:** Craft Skills audit, Shapiro's 4 Categories, 50+ Problems List
+
+---
+
+## 1. Craft Skills
+
+> **What you already get paid to do or are genuinely good at.**
+> Ask yourself:
+> - "What does my employer currently pay me to do?"
+> - "What do people come to me for help with?"
+> - "What problems have I solved in my own life?"
+> - "What's on my resume that I'm genuinely good at?"
+
+| # | Skill | Years of Experience | Confidence (H/M/L) |
+|---|-------|--------------------:|:-------------------:|
+| 1 | [placeholder] | [placeholder] | [H/M/L] |
+| 2 | [placeholder] | [placeholder] | [H/M/L] |
+| 3 | [placeholder] | [placeholder] | [H/M/L] |
+| 4 | [placeholder] | [placeholder] | [H/M/L] |
+| 5 | [placeholder] | [placeholder] | [H/M/L] |
+| 6 | [placeholder] | [placeholder] | [H/M/L] |
+| 7 | [placeholder] | [placeholder] | [H/M/L] |
+| 8 | [placeholder] | [placeholder] | [H/M/L] |
+| 9 | [placeholder] | [placeholder] | [H/M/L] |
+| 10 | [placeholder] | [placeholder] | [H/M/L] |
+
+---
+
+## 2. Passions
+
+> **What you do for fun even when nobody's paying.** These may overlap with skills or be completely separate. Both are fine.
+
+1. [placeholder]
+2. [placeholder]
+3. [placeholder]
+4. [placeholder]
+5. [placeholder]
+
+---
+
+## 3. Skills to Learn
+
+> **What would you learn if time and money weren't constraints?** These represent future leverage -- things that excite you enough to invest in.
+
+1. [placeholder]
+2. [placeholder]
+3. [placeholder]
+4. [placeholder]
+5. [placeholder]
+
+---
+
+## 4. Problems List (Target: 50+)
+
+> **The raw fuel for your business ideas.** Use the prompts below to push past the obvious. If you can't think of 10, force yourself to think of 20 -- the best ideas often come after you exhaust the obvious ones.
+>
+> **Prompts to generate problems:**
+> - "What tasks in my life/work are annoying and take 5x too long?"
+> - "What expensive thing do people want but can't afford?"
+> - "What works in another country/market but doesn't exist here?"
+> - "What can I do NOW that I couldn't do a year ago?" (AI/timing angle)
+> - "What do people around me constantly complain about?"
+> - "What frustrates me every single week?"
+> - "What would I fix if I had a magic wand?"
+
+| # | Problem | Who Has It? | How Painful? (1-10) | Category (see below) |
+|---|---------|-------------|:-------------------:|:--------------------:|
+| 1 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 2 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 3 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 4 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 5 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 6 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 7 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 8 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 9 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 10 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 11 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 12 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 13 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 14 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 15 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 16 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 17 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 18 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 19 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 20 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+
+*(Keep adding rows until you hit 50+. The best ideas come after row 30.)*
+
+---
+
+## 5. Shapiro's 4 Categories
+
+> **Every viable business falls into one of these four patterns.** Use these as lenses to categorize your problems and spot opportunities you might have missed.
+
+### Category A: Make an Annoying Task 5x Easier
+> Something people already do but hate doing. Your product removes the friction.
+> *Example: TurboTax made filing taxes 5x easier than doing it by hand.*
+
+- [ ] Have I listed problems where people waste hours on tedious tasks?
+- [ ] Could any of my skills automate or simplify these?
+
+Problems that fit: [placeholder]
+
+### Category B: Less Expensive Version of Something People Want
+> A market exists, people pay premium prices, but a large segment is priced out.
+> *Example: Generic medications, budget airlines, Canva vs. hiring a designer.*
+
+- [ ] Have I listed expensive services/products that many people want but can't afford?
+- [ ] Could I deliver 80% of the value at 20% of the price?
+
+Problems that fit: [placeholder]
+
+### Category C: International Copy of Existing Winner
+> Something that works in one country/market but hasn't been brought to yours yet.
+> *Example: Rocket Internet built local copies of successful US startups across emerging markets.*
+
+- [ ] Have I looked at what's working in other countries/industries?
+- [ ] Is there a model I could adapt for my market?
+
+Problems that fit: [placeholder]
+
+### Category D: Product-Led Growth / Network Effects
+> The product gets better as more people use it, creating a moat.
+> *Example: Slack, Notion, Figma -- each new user makes the product more valuable for existing users.*
+
+- [ ] Are there problems where a community or network would amplify the solution?
+- [ ] Could users invite other users naturally?
+
+Problems that fit: [placeholder]
+
+### Category Coverage Check
+
+- [ ] I have at least 3 problems in Category A
+- [ ] I have at least 3 problems in Category B
+- [ ] I have at least 2 problems in Category C
+- [ ] I have at least 2 problems in Category D
+- [ ] I have considered AI-timing angles (things possible now that weren't 12 months ago)
+
+---
+
+## 6. Raw Niche Ideas (Skills x Problems Combos)
+
+> **Cross-pollinate your skills with your problems.** Pick your top 5-8 skills and your most painful problems, then ask: "Could I use [skill] to solve [problem] for [person]?" Don't judge yet -- just generate.
+
+| # | Skill Used | Problem Solved | For Whom? | Quick Gut Check (Excited? Y/N) |
+|---|-----------|----------------|-----------|:------------------------------:|
+| 1 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 2 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 3 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 4 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 5 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 6 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 7 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 8 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 9 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 10 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 11 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 12 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 13 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 14 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 15 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+
+---
+
+## Summary
+
+- **Total skills listed:** [placeholder]
+- **Total problems listed:** [placeholder] (target: 50+)
+- **Total raw niche ideas:** [placeholder]
+- **Top 3 ideas to bring into Phase 2 (Niche Scoring):**
+  1. [placeholder]
+  2. [placeholder]
+  3. [placeholder]

package/skills/startupkit/templates/lead-strategy-template.md

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+# Phase 6: Leads -- Lead & Nurture Strategy
+
+> **Goal:** Design your complete lead generation and nurture system. This covers how you find leads, how fast you respond, how you personalize follow-up, and how you maximize show rates.
+>
+> **Key principle:** Speed and persistence beat talent. The business that responds in 5 minutes and follows up 7 times beats the business with the better offer that responds in 24 hours.
+>
+> **Source frameworks:** 4 Pillars of Lead Nurture ($100M Playbook), Lead Gen Methods (money_online)
+
+---
+
+## 1. Four Pillars Scoring
+
+> **Rate yourself 1-10 on each pillar.** Be brutally honest -- this is your baseline. The goal is to get every pillar to 7+ before scaling your lead volume.
+
+### Pillar 1: Availability
+
+> How easy is it for leads to reach you and get a response? The more available you are, the more leads convert.
+
+| Factor | Your Plan | Score (1-10) |
+|--------|-----------|:------------:|
+| Days per week available for calls/meetings | [placeholder] | [1-10] |
+| Hours per day available for outreach | [placeholder] | [1-10] |
+| Scheduling flexibility (evenings/weekends?) | [placeholder] | [1-10] |
+| Self-scheduling option (Calendly, etc.)? | [Y/N -- link: placeholder] | [1-10] |
+
+**Availability Score:** [placeholder] / 10
+
+### Pillar 2: Speed
+
+> The #1 predictor of conversion. Leads contacted within 5 minutes are 100x more likely to convert than leads contacted after 30 minutes.
+
+| Factor | Your Plan | Score (1-10) |
+|--------|-----------|:------------:|
+| Target response time after inquiry | [placeholder -- gold standard: <5 min] | [1-10] |
+| Speed to first appointment (same day?) | [placeholder] | [1-10] |
+| Speed of follow-up after appointment | [placeholder] | [1-10] |
+| Automated instant response set up? | [Y/N] | [1-10] |
+
+**Speed Score:** [placeholder] / 10
+
+### Pillar 3: Personalization
+
+> Generic follow-up gets ignored. Personalized follow-up gets responses. This means knowing who they are and what they care about BEFORE you reach out.
+
+| Factor | Your Plan | Score (1-10) |
+|--------|-----------|:------------:|
+| Preferred communication method per lead | [placeholder] | [1-10] |
+| Lead qualification scoring system? | [Y/N -- criteria: placeholder] | [1-10] |
+| Segmented messaging (different messages for different types)? | [Y/N] | [1-10] |
+| Incentives for engaging (free resource, audit, etc.)? | [placeholder] | [1-10] |
+| Social proof/testimonials ready to share? | [Y/N -- number available: placeholder] | [1-10] |
+
+**Personalization Score:** [placeholder] / 10
+
+### Pillar 4: Volume
+
+> Consistent, persistent follow-up. Most sales happen between the 5th and 12th contact. Most salespeople give up after 2.
+
+| Factor | Your Plan | Score (1-10) |
+|--------|-----------|:------------:|
+| Follow-up cadence plan (see Nurture Sequence below) | [placeholder] | [1-10] |
+| Reminder schedule (automated + manual) | [placeholder] | [1-10] |
+| BAMFAM habit? (Book A Meeting From A Meeting) | [Y/N] | [1-10] |
+| Number of follow-up touches before marking lead cold | [placeholder] | [1-10] |
+
+**Volume Score:** [placeholder] / 10
+
+### Four Pillars Summary
+
+| Pillar | Score | Priority Action |
+|--------|:-----:|-----------------|
+| Availability | [placeholder]/10 | [placeholder] |
+| Speed | [placeholder]/10 | [placeholder] |
+| Personalization | [placeholder]/10 | [placeholder] |
+| Volume | [placeholder]/10 | [placeholder] |
+| **Overall** | **[placeholder]/10** | |
+
+> **Interpretation:** Below 5 on any pillar = fix it before adding more lead volume. Pouring leads into a leaky funnel wastes money.
+
+---
+
+## 2. Lead Channel Plan
+
+> **Ranked by effort-to-reward ratio.** Start with #1 (your existing network) and add channels only when the previous one is producing consistently.
+
+### Channel 1: Existing Network (Warm Outreach)
+
+> **Start here. Always.** Warm leads convert 5-10x better than cold. List 10 real people you will reach out to THIS WEEK.
+
+| # | Name | Relationship | Why Relevant | Outreach Date | Status |
+|---|------|-------------|-------------|:-------------:|:------:|
+| 1 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 2 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 3 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 4 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 5 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 6 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 7 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 8 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 9 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 10 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+
+### Channel 2: Content Platform
+
+> Pick ONE platform where your target audience already hangs out. Post consistently before expecting results.
+
+- **Platform:** [LinkedIn / X / YouTube / TikTok / Newsletter / Blog / Podcast]
+- **Why this platform:** [placeholder]
+- **Posting frequency:** [placeholder]
+- **First 5 post ideas:**
+  1. [placeholder]
+  2. [placeholder]
+  3. [placeholder]
+  4. [placeholder]
+  5. [placeholder]
+
+### Channel 3: Communities
+
+> Join 3 communities where your target audience congregates. Contribute genuinely for 2-4 weeks before promoting anything.
+
+| # | Community Name | Platform | Size | Your Contribution Plan |
+|---|---------------|----------|:----:|----------------------|
+| 1 | [placeholder] | [placeholder] | [placeholder] | [placeholder] |
+| 2 | [placeholder] | [placeholder] | [placeholder] | [placeholder] |
+| 3 | [placeholder] | [placeholder] | [placeholder] | [placeholder] |
+
+### Channel 4: LinkedIn Sales Navigator
+
+> For targeted B2B outreach. Define your search criteria precisely.
+
+- **Job titles to target:** [placeholder]
+- **Industries:** [placeholder]
+- **Company size:** [placeholder]
+- **Geography:** [placeholder]
+- **Weekly outreach target:** [placeholder] connection requests
+
+### Channel 5: Cold Outreach (Last Resort)
+
+> Only after you've exhausted warm channels. Cold works but requires high volume and thick skin.
+
+- **Method:** [Email / LinkedIn DM / Other]
+- **Daily volume target:** [placeholder]
+- **Expected response rate:** [placeholder]% (typical: 2-5% for cold)
+- **Script/template location:** [reference to Phase 4 outreach scripts]
+
+---
+
+## 3. Nurture Sequence (Day-by-Day)
+
+> **From the $100M Playbook.** This is the follow-up sequence after someone expresses interest (opts in, replies, fills out a form). Speed and persistence are everything.
+
+| Timing | Action | Channel | Script/Notes |
+|--------|--------|---------|-------------|
+| **Minute 0-5** | Call immediately after opt-in. Double-dial (call, hang up after 1 ring, call again). | Phone | [placeholder -- what to say when they pick up] |
+| **Minute 5** | Leave voicemail + send text message | Phone + SMS | VM: "[placeholder]" / Text: "[placeholder]" |
+| **Hours 2-4** | Second double-dial attempt + text | Phone + SMS | Text: "[placeholder]" |
+| **Day 1 evening** | Third attempt via DIFFERENT channel | Email or DM | [placeholder] |
+| **Day 2 morning** | Call 2x + text after second call | Phone + SMS | [placeholder] |
+| **Day 2 evening** | Call 1x + text | Phone + SMS | [placeholder] |
+| **Day 3** | Call 2x + text | Phone + SMS | [placeholder] |
+| **Day 4** | Call 1x + text with new angle | Phone + SMS | Text: "[placeholder -- share a relevant insight or testimonial]" |
+| **Day 5** | Call 1x + text | Phone + SMS | [placeholder] |
+| **Day 6** | Call 1x + text with urgency | Phone + SMS | Text: "[placeholder -- mention limited availability]" |
+| **Day 7** | Final call + breakup text | Phone + SMS | Text: "[placeholder -- 'I don't want to bug you...']" |
+| **Week 2-4** | Transition to long-term nurture | Email / Content | Weekly value email: [placeholder] |
+| **Every 90 days** | Re-engagement with proof/results | Email | Share case study or testimonial: [placeholder] |
+
+> **Key stat:** 50% of leads who opt in will eventually buy... but not on Day 1. The nurture sequence is where the money is.
+
+---
+
+## 4. Show Rate Optimization Checklist
+
+> **Getting someone to book an appointment is only half the battle. Getting them to actually show up is the other half.** Each checkbox below increases your show rate.
+
+### Scheduling
+
+- [ ] **Appointments booked within 72 hours max** -- longer gaps = lower show rates
+- [ ] **Multiple scheduling options available:**
+  - [ ] Inbound (they click a link and book)
+  - [ ] Outbound (you propose specific times)
+  - [ ] Self-schedule (Calendly / Cal.com / similar)
+- [ ] **15-minute flex time slots** -- "Can you do Tuesday at 2:00 or 2:15?" feels easier to say yes to
+
+### Reminders
+
+- [ ] **Automated reminder: immediately after booking** -- confirmation email/text with calendar invite
+- [ ] **Automated reminder: 24 hours before** -- "Looking forward to our chat tomorrow at [time]"
+- [ ] **Automated reminder: 12 hours before** -- optional but effective
+- [ ] **Automated reminder: 3 hours before** -- "Quick reminder: we're meeting at [time] today"
+- [ ] **Manual personal reminder: night before** -- "Hey [Name], excited for our call tomorrow. Here's [relevant resource] to look at beforehand."
+- [ ] **Manual personal reminder: morning of** -- "See you in a few hours!"
+
+### Incentives & Proof
+
+- [ ] **Incentive for showing up** -- small gift card, free resource, exclusive content
+  - What I'll offer: [placeholder]
+- [ ] **Personalized proof sent before appointment** -- case study, testimonial, or result relevant to THEIR situation
+  - What I'll send: [placeholder]
+
+### During the Meeting
+
+- [ ] **BAMFAM: Book A Meeting From A Meeting** -- always schedule the next touchpoint before ending the current one
+  - "Before we wrap up, let's get [next step] on the calendar."
+
+### Show Rate Tracking
+
+| Week | Appointments Booked | Appointments Kept | Show Rate | Actions Taken |
+|:----:|:-------------------:|:-----------------:|:---------:|--------------|
+| 1 | [placeholder] | [placeholder] | [placeholder]% | [placeholder] |
+| 2 | [placeholder] | [placeholder] | [placeholder]% | [placeholder] |
+| 3 | [placeholder] | [placeholder] | [placeholder]% | [placeholder] |
+| 4 | [placeholder] | [placeholder] | [placeholder]% | [placeholder] |
+
+> **Target show rate:** 80%+. Below 60% = fix your reminder sequence before booking more appointments.

package/skills/startupkit/templates/money-model-template.md

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+# Phase 5: Money -- Money Model Builder
+
+> **Goal:** Design your complete revenue model -- not just core pricing, but the full offer ladder from attraction through continuity. Know exactly how many customers you need, at what price, to hit your income targets.
+>
+> **Key principle:** "Revenue is not a number -- it's a system." A single offer at a single price is fragile. A money model with attraction, core, upsell, and continuity offers is robust.
+>
+> **Source frameworks:** $100M Offers (pricing, commodity problem), $100M Money Model (attraction/upsell/downsell/continuity offers)
+
+---
+
+## 1. Core Pricing Math
+
+> **Start with your core offer price (from Phase 3) and work backward to the customer numbers you need.**
+
+### Your Numbers
+
+| Metric | Value |
+|--------|-------|
+| **Core offer price** | $[placeholder] |
+| **Fulfillment cost per client** | $[placeholder] |
+| **Gross margin per client** | $[placeholder] (price - fulfillment cost) |
+| **Gross margin %** | [placeholder]% |
+
+### $100K/Year Calculation
+
+| Metric | Value |
+|--------|-------|
+| Revenue needed per month | $8,334 |
+| Clients needed per month | [100000 / price / 12] = [placeholder] |
+| Clients needed per week | [monthly / 4.3] = [placeholder] |
+| Discovery calls needed (at 25% close rate) | [monthly clients x 4] = [placeholder] /month |
+
+### $1M/Year Calculation
+
+| Metric | Value |
+|--------|-------|
+| Revenue needed per month | $83,334 |
+| Clients needed per month | [1000000 / price / 12] = [placeholder] |
+| Clients needed per week | [monthly / 4.3] = [placeholder] |
+| Discovery calls needed (at 25% close rate) | [monthly clients x 4] = [placeholder] /month |
+
+### Lifetime Value (LTV)
+
+> LTV = Price x Retention Months x Gross Margin %
+
+- **Average retention (months):** [placeholder]
+- **LTV per customer:** $[placeholder]
+- **Acceptable cost to acquire a customer (CAC):** $[placeholder] (rule of thumb: LTV / 3)
+
+### Reality Check
+
+- [ ] Monthly client number feels achievable with my current resources
+- [ ] I have enough hours in the week to fulfill this many clients
+- [ ] The close rate assumption (25%) is realistic for my frame
+- [ ] If not, I need to: [raise price / improve close rate / reduce fulfillment time]
+
+---
+
+## 2. Attraction Offers Menu
+
+> **Front-end offers that get customers in the door.** These are NOT your core offer -- they're designed to start the relationship, build trust, and create a natural path to your core offer. Pick 1-2 that fit your business.
+
+### Option A: Win Your Money Back
+
+> "Spend $X on [small offer], and get $X credit toward [core offer]."
+> *The customer feels no risk because the money transfers. You get a qualified lead who has already paid.*
+
+- **Small offer:** $[placeholder] for [placeholder]
+- **Credit toward core:** $[placeholder]
+- **Fit for my business?** [Y/N] -- Why: [placeholder]
+
+### Option B: Giveaway / Lead Magnet
+
+> "Free [valuable thing] to generate leads."
+> *Works best when the free thing is genuinely useful and demonstrates your expertise.*
+
+- **What to give away:** [placeholder]
+- **Delivery method:** [PDF / Video / Tool / Template / Audit]
+- **Fit for my business?** [Y/N] -- Why: [placeholder]
+
+### Option C: Decoy Offer
+
+> "A cheaper option that makes the main offer look like a steal."
+> *Example: $500 DIY course vs. $3,000 done-with-you program. The $500 option makes $3K feel reasonable.*
+
+- **Decoy offer:** $[placeholder] for [placeholder]
+- **How it makes core offer look better:** [placeholder]
+- **Fit for my business?** [Y/N] -- Why: [placeholder]
+
+### Option D: Free Goodwill
+
+> "Give genuine value first (content, tools, audit) with no strings attached."
+> *Builds trust and reciprocity. Works especially well for service businesses.*
+
+- **What to give:** [placeholder]
+- **How to deliver:** [placeholder]
+- **Fit for my business?** [Y/N] -- Why: [placeholder]
+
+**Selected attraction offer(s):** [placeholder]
+
+---
+
+## 3. Upsell Offers Menu
+
+> **Increase revenue per customer AFTER they buy the core offer.** The best upsells feel like a natural next step, not a cash grab.
+
+### Option A: Classic Upsell
+
+> "Want to add [enhancement] for $[amount] more?"
+> *Offered immediately after core purchase. Should be a no-brainer add-on.*
+
+- **What to upsell:** [placeholder]
+- **Price:** $[placeholder]
+- **When to offer:** [At purchase / After first milestone / At renewal]
+- **Fit:** [Y/N]
+
+### Option B: Menu Upsell (Tiered Packages)
+
+> Silver / Gold / Platinum tiers. Most people pick the middle option. The top option makes the middle feel reasonable.
+
+| Tier | What's Included | Price | Target % of Buyers |
+|------|----------------|:-----:|:------------------:|
+| Silver | [placeholder] | $[placeholder] | [placeholder]% |
+| Gold | [placeholder] | $[placeholder] | [placeholder]% |
+| Platinum | [placeholder] | $[placeholder] | [placeholder]% |
+
+- **Fit:** [Y/N]
+
+### Option C: Anchor Upsell
+
+> Show the expensive option first to anchor expectations, then present the real offer.
+
+- **Anchor price shown first:** $[placeholder] for [placeholder]
+- **Actual offer:** $[placeholder] for [placeholder]
+- **Fit:** [Y/N]
+
+### Option D: Rollover Upsell
+
+> Credits or value that compounds over time, incentivizing continued purchases.
+
+- **What rolls over:** [placeholder]
+- **How it compounds:** [placeholder]
+- **Fit:** [Y/N]
+
+**Selected upsell offer(s):** [placeholder]
+
+---
+
+## 4. Downsell Offers Menu
+
+> **Capture customers who say no to the core offer.** A downsell is NOT a discount -- it's a different (smaller) version of value.
+
+### Option A: Payment Plan
+
+> Same total price, split over months. Lowers the barrier without lowering your revenue.
+
+- **Payment plan:** [number] payments of $[placeholder]
+- **Total collected:** $[placeholder]
+- **Fit:** [Y/N]
+
+### Option B: Trial With Penalty
+
+> "Start for $[small amount]. If you love it, continue at $[full price]. If not, cancel anytime."
+> *Gets them in the door. Most people who start will continue.*
+
+- **Trial price:** $[placeholder] for [placeholder duration]
+- **Full price after trial:** $[placeholder]
+- **Fit:** [Y/N]
+
+### Option C: Feature Downsell
+
+> A stripped-down version at a lower price. Removes the most expensive-to-deliver components.
+
+- **Stripped version:** [placeholder]
+- **Price:** $[placeholder]
+- **What's removed:** [placeholder]
+- **Fit:** [Y/N]
+
+**Selected downsell offer(s):** [placeholder]
+
+---
+
+## 5. Continuity Offers Menu
+
+> **Recurring revenue -- the holy grail.** These keep customers paying month after month. Even a small continuity offer transforms your revenue predictability.
+
+### Option A: Continuity Bonus
+
+> "Stay subscribed and get [bonus] every month."
+> *The bonus gives them a reason to stick around beyond the core value.*
+
+- **Monthly bonus:** [placeholder]
+- **Monthly price:** $[placeholder]
+- **Fit:** [Y/N]
+
+### Option B: Continuity Discount (Loyalty Pricing)
+
+> "Month 1: $X. Month 6+: $Y (lower)."
+> *Rewards long-term customers and reduces churn.*
+
+- **Starting price:** $[placeholder]/month
+- **Loyalty price (after [placeholder] months):** $[placeholder]/month
+- **Fit:** [Y/N]
+
+### Option C: Waived Fee
+
+> "We'll waive the $[setup fee] if you commit to [X months]."
+> *Increases commitment length in exchange for a perceived saving.*
+
+- **Setup/onboarding fee:** $[placeholder]
+- **Waived if they commit to:** [placeholder] months
+- **Monthly continuity price:** $[placeholder]
+- **Fit:** [Y/N]
+
+### Option D: Membership / Community
+
+> Ongoing access to a community, group calls, updated resources.
+
+- **What's included:** [placeholder]
+- **Monthly price:** $[placeholder]
+- **Fit:** [Y/N]
+
+**Selected continuity offer(s):** [placeholder]
+
+---
+
+## 6. Money Model Summary (Customer Journey)
+
+> **Map the complete customer journey from first touch to long-term revenue.**
+
+```
+[Attraction Offer]  -->  [Core Offer]  -->  [Upsell]  -->  [Continuity]
+   $[___]                  $[___]           $[___]          $[___]/mo
+        \                                      |
+         \--- [Downsell if No] --> $[___]     |
+                                               |
+                                    [Continuity Bonus] --> $[___]/mo
+```
+
+### Revenue Per Customer
+
+| Timeframe | Revenue | Calculation |
+|-----------|--------:|-------------|
+| **Month 1** | $[placeholder] | Core offer + any immediate upsell |
+| **Months 2-12** | $[placeholder] | Continuity x months retained |
+| **Year 1 Total** | $[placeholder] | Month 1 + Months 2-12 |
+| **Break-even on CAC** | Month [placeholder] | When cumulative revenue > acquisition cost |
+
+---
+
+## 7. Revenue Projections
+
+> **Conservative, realistic, and optimistic scenarios.** Use these to sanity-check your model.
+
+### Assumptions
+
+| Variable | Conservative | Realistic | Optimistic |
+|----------|:----------:|:---------:|:----------:|
+| New clients per month | [placeholder] | [placeholder] | [placeholder] |
+| Core offer close rate | [placeholder]% | [placeholder]% | [placeholder]% |
+| Upsell take rate | [placeholder]% | [placeholder]% | [placeholder]% |
+| Continuity retention (months) | [placeholder] | [placeholder] | [placeholder] |
+| Monthly churn rate | [placeholder]% | [placeholder]% | [placeholder]% |
+
+### Month-by-Month (First 6 Months)
+
+| Month | New Clients | Core Revenue | Upsell Revenue | Continuity Revenue | Total Revenue |
+|:-----:|:-----------:|:------------:|:--------------:|:------------------:|:-------------:|
+| 1 | [placeholder] | $[placeholder] | $[placeholder] | $[placeholder] | $[placeholder] |
+| 2 | [placeholder] | $[placeholder] | $[placeholder] | $[placeholder] | $[placeholder] |
+| 3 | [placeholder] | $[placeholder] | $[placeholder] | $[placeholder] | $[placeholder] |
+| 4 | [placeholder] | $[placeholder] | $[placeholder] | $[placeholder] | $[placeholder] |
+| 5 | [placeholder] | $[placeholder] | $[placeholder] | $[placeholder] | $[placeholder] |
+| 6 | [placeholder] | $[placeholder] | $[placeholder] | $[placeholder] | $[placeholder] |
+
+### Annual Projections
+
+| Scenario | Year 1 Revenue | Year 1 Clients | Monthly Recurring (Month 12) |
+|----------|:--------------:|:--------------:|:----------------------------:|
+| Conservative | $[placeholder] | [placeholder] | $[placeholder] |
+| Realistic | $[placeholder] | [placeholder] | $[placeholder] |
+| Optimistic | $[placeholder] | [placeholder] | $[placeholder] |