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Process ยท Cynthia Jimenez

The path to revenue

How a stranger who sees an ad becomes a paying client of Wealth Building Solutions.

Cynthia Jimenez path to revenue Six steps from an ad to a closed client, with Kenneth triaging and Cynthia closing, and the money targets at the bottom. STEP 1 AD Prospect sees an ad Meta ad for Wealth Building Solutions. 7 ads in the set, Budget: $1,500 a month. STEP 2 CLICK Prospect clicks the link The link in the ad opens Cynthia's opt-in page. The Meta pixel tracks the visit. STEP 3 OPT-IN Submits name, email, phone Three fields on the opt-in page. Next build: opt-ins drop into the Setters New Lead stage with a Slack alert (Oct 14). STEP 4 5 MIN Kenneth calls in 5 minutes Kenneth is the phone setter. He calls the new lead and triages: is this person ready for a sales call with Cynthia? STEP 5 KENNETH Kenneth books the call Qualified: Kenneth books them on a sales call with Cynthia. Not qualified: no booking, the lead stays with the setter. STEP 6 CYNTHIA Cynthia converts the lead Cynthia takes the sales call and turns the lead into a paying client. This is the only step that brings in cash. WHAT A LEAD IS WORTH Budget: $1,500 a month in Meta ads. Average lead value: $8,000. STEP PAYOFF FLOW (ROW 2 RUNS RIGHT TO LEFT)