The Revenue Machine Scorecard
Answer honestly to receive your personalized Revenue Machine Roadmap in about 3 minutes.
About you
Full Name
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First Name
Last Name
Best email
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example@example.com
Phone or WhatsApp
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-
Country Code
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Area Code
Phone Number
Business name
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Website
Instagram handle
Which best describes your work?
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Functional medicine
Nutrition or nutritional therapy
Health coaching
Fitness coaching or training
Holistic or integrative practice
Other
How many people are in your business, including you?
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Just me
2
3-5
6+
Roughly what does the business make per month now?
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Under $5k
$5k to $15k
$15k to $50k
$50k+
What is your monthly revenue goal, 6 to 12 months out?
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$5k to $15k
$15k to $50k
$50k to $100k
$100k+
In one line, what do you help people with?
Scorecard questions
Work through the following 9 questions and choose which best describes your current set-up. If you are not sure, or you please select the most similar option in each section and leave a comment in the textbox at the end of the form.
Your Offer
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You charge by the hour or per session.
A low-ticket offer (under 3k) anyone can buy that makes me $5k+ a month.
A mid-ticket offer (over 3k) with a guarantee that makes you $15k+ a month.
A proven high-ticket offer (over 5k), with strong positioning, a guarantee and robust testimonials, which generates you over 50k a month.
Lead Capture
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Referrals and word of mouth mostly, not much captured from socials.
Consistently using CTAs and lead magnets on my social posts, but no VSL or lead-form. Your conversion is not where I want it to be.
A good funnel with content strategy, lead magnets, VSL and lead-form.
High-ticket funnel with paid ads run profitably (CPBC, CPS and ROAS), with 50+ qualified calls monthly that makes you $50k MRR consistently.
Nurture
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No email list at all.
You collect emails and maybe send newsletters, but conversion is not where it could be
You have a welcome sequence and reactivation strategies that sometimes convert
Comprehensive email nurture with high engagement and consistent conversion..
Speed to lead
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You reply by hand, hours or days later.
You reply to most messages quickly, but no CRM or pipeline to automate
CRM automations respond to opt-ins within 10 mins, but no personalized outreach
Full CRM automations plus a dedicated rep makes contact to triage in less than 5 min)
Sales process
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You take all bookings on your personal calendar, no process really.
You take all bookings, but you do some discovery and have a pitch you roughly follow.
Dedicated closers take calls, structure in place but conversion could be better
Trained closing team work inbound & outbound that collect you min. $50k/month
Follow-up
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No follow-up or qualifying in place, usually one conversation then you move on.
You follow up personally when you remember
A set follow-up cadence, done yourself, with automations or with an assistant (VA/PA)
Sales team are trained savages that collect 30-40% of monthly revenue from follow-ups.
Your CRM
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In your head, your inbox and maybe a notes app.
A spreadsheet that has all your leads and existing clients.
A sales CRM with a pipeline and some automation that work your leads.
Comprehensive CRM serving every department (fulfilment, sales, marketing, operations)
Tracking
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No real tracking. Inconsistent spreadsheets, or the numbers live in your head.
Sales KPIs (close rate, show rate, weekly bookings, new leads) on spreadsheets reviewed monthly, plus a Meta Ads dataset you check occasionally.
Dashboard for sales performance in my CRM or other software (notion, airtable)
Comprehensive dashboard for marketing, sales and operations. Filters by date (day, week, month) and business decisions are made reliably from this.
Team and delivery
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Improvised every time, all of the onboarding and fulfilment is done by you.
A documented onboarding for new clients with me or a VA doing it
A written onboarding and delivery checklist or maybe a small team using SOPs
Full fulfilment and retention system managed by a CSM and fulfilment team. Fulfilment team works closely with ops, tracking retention and client satisfaction.
Consent and final comment
How we will use your information: By submitting this Scorecard you give KRIYA LLC your details so we can build and send your personalized Roadmap and contact you about it. We do not sell your data, and we never share your phone number or SMS consent with third parties for marketing. You can opt out or request deletion any time at privacy@kriyarevops.com. Privacy Policy: https://docs.google.com/document/d/1QwaKU45RpGdo2RkHPE1bOGhOb3oIjp07Zlhmg5SIRz4/edit Terms and SMS Terms: https://docs.google.com/document/d/1B8q59cLpW_sLNaHmuUtLJRsR7sP9hfIcpQmrRJAN7a8/edit
I agree to KRIYA contacting me by email and phone about my Scorecard results and how KRIYA can help my business, and I have read and understood the Privacy Policy and Terms. I can opt out at any time.
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I agree
SMS updates (optional)
I agree to receive recurring SMS texts from KRIYA at the number I provided.
Anything else we should know?
L1 Offer score
L2 Lead engine score
L3 Nurture score
L4 Speed score
L5 Closing score
L6 Follow-up score
L7 CRM score
L8 Tracking score
L9 Team score
Marketing score
Sales score
Operations score
Total score
Your Revenue Machine Stage
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