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.
revenue-first targetsWhat needs to happen.
action requiredFollow-up queue.
by stagePipeline snapshot.
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
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)