The goal: $3,000/mo MRR → $10,000/mo. Each client funds the mission, proves the model, and builds the case study that closes the next one. Close the next one.
action required — do these firstFollow-up queue.
by stagePipeline snapshot.
"
The best offer in the world dies in a drawer. Get it in front of people.
Alex Hormozi · $100M Offers — The rule: more conversations, always.
operator mindsetRelentless — the right way.
The Reframe
You're not chasing people. You're finding the ones who need this.
Relentless doesn't mean pushy. It means you never stop looking for the next person whose business would genuinely be better because of Fundi. That search never stops — not when you're busy, not when you're tired, not when you just closed a deal. Because somewhere today, someone's slow week could be fixed. Go find them.
On Conversations
Every convo is an act of value — not a favour you're asking for.
The business owner you're approaching isn't doing you a favour by listening. You're doing them one by showing up. You have something that fixes a real problem. Keep that straight in your head before every conversation.
On Follow-Up
People are better off if you follow up. Let that be enough.
If Fundi solves their problem — and it does — then not following up is withholding something useful. The discomfort of following up is just scarcity talking. Full pipeline, strong offer, clear conscience. Follow up.
The Number That Matters
How many new conversations did you start this week?
Not proposals. Not closes. New conversations. That's the only number that predicts everything downstream. Revenue is a lagging indicator. Conversations are the engine. Protect this number.
revenue-first targetsWhat needs to happen.
organizational awarenessAll departments.
You build systems and sharpen craft naturally. These are the departments that need your deliberate attention — especially the ones that don't excite you.
🎯Active Focus
Revenue
Pipeline, outreach, proposals, closing. The one that funds everything else. You are here.
Cash in vs cash out. What each client costs to serve. Runway. Pricing sanity. Neglect this and growth becomes a trap.
finance.usefundi.com → not built yet
🤝Watch
Client Success
Are clients getting results? Are they staying? Are they referring? Retention is cheaper than acquisition — always.
clients.usefundi.com → not built yet
⚙️Active
Delivery
Doing the work at quality and on time. Audits, content briefs, GBP guides, mockups, SEO. Your natural strength.
delivery.usefundi.com → your workflow
📣Parked
Brand & Content
How the market sees Fundi. Case studies, social proof, your own content. Builds inbound so outbound gets easier.
brand.usefundi.com → post-first-clients
🔧Active
Ops & Systems
SOPs, tools, templates, workflows. Your happy place — and the one most at risk of becoming procrastination dressed as productivity.
ops.usefundi.com → build after revenue
automatic · updates as you close clientsWhere to focus.
active leadsPipeline tracker.
Contact / Business
Decision Maker
Type
Stage
Follow-up
Min. Value
Notes
top of funnelProspect bench.
Businesses you're thinking about reaching out to. Work them through the checklist, then promote to the pipeline when they're ready.
Business
Entry
Industry
Audit
Mockup
Reached Out
Meeting
Proposal
Closed
Notes
Add Lead
Decision Maker Details
— no follow-up logged yet
Next follow-up:
—
Hit "Followed Up Today" after every touch — the next check-in date calculates automatically.
Value (leave blank to use defaults)
Add Prospect
Set Revenue Targets
Set your revenue goal and sprint length. The system works backwards to derive exactly how many conversations, proposals, and clients you need — so your weekly activity target is never a guess.
MRR target. Setup revenue is bonus.
Conversion Assumptions (edit if you know your rates)