This SOP is for Dr. Andrews to manage, approve, assemble, test, launch, deliver audits, and convert paid audit buyers into consulting clients. The purpose is to make sure the full ISBS Lead Leak Funnel works from viewer to paid client.
Primary Objective
Build and launch a complete no-call funnel that moves a prospect from seeing ISBS online to completing the Lead Leak Assessment, receiving results, purchasing the $297 Comprehensive Lead Leak Audit, completing intake, receiving a written audit, and being offered consulting implementation.
Owner: Dr. AndrewsGHL Build: ChiaraMarketing Assets: PeriscalWebsite: Dr. Andrews / WP Support
Phase 1 — Confirm Team Deliverables
Before building additional pieces, confirm that Chiara and Periscal are working from their separate SOPs and understand their lanes.
Chiara Deliverables — GHL Build
Periscal Deliverables — Marketing Assets
Phase 2 — Build / Approve Website Pages
These pages are owned by Dr. Andrews or a WordPress-capable person. Chiara is not responsible for WordPress or Elementor.
Page 1: Lead Leak Assessment Page
Page 2: Results Gate Page
Page 3: Personalized Results Page
Page 4: $297 Audit Sales / Checkout Page
Page 5: Audit Intake Page
Page 6: Audit Thank-You Page
Page 7: Consulting Upsell Page
Phase 3 — Create Paid Audit Delivery System
The funnel is only real if ISBS can deliver the $297 audit consistently. Build a reusable audit template and checklist.
Audit Report Template Sections
Website Review Checklist
Follow-Up Review Checklist
CRM / Pipeline Review Checklist
Audit Completion Checklist
Phase 4 — Consulting Conversion System
Every paid audit should lead to a clear implementation recommendation. The audit should not just diagnose the problem; it should point to the right repair.
Choose the Correct Offer
Audit Finding
Recommended Offer
Price Range
One obvious issue such as broken form, no follow-up, missing booking link, or weak pipeline stage.
Fix One Leak
$750–$1,500
Multiple disconnected issues across website, capture, follow-up, booking, CRM, and automation.
Full Lead System Buildout
$2,500–$5,000
Business needs ongoing support, reporting, workflow changes, or campaign optimization.
Monthly Systems Optimization
$500–$1,500/month
Implementation Offer Checklist
Follow-Up Schedule
Phase 5 — End-to-End Funnel Testing
Before launching publicly, test the entire funnel as a real prospect using a test email and phone number.
Test 1: Assessment Path
Test 2: Audit Purchase Path
Test 3: Audit Intake Path
Test 4: Audit Delivery / Consulting Path
Phase 6 — Launch Checklist
Launch only after the full funnel works and all public-facing assets are approved.
Phase 7 — Weekly Scoreboard
Track these numbers weekly to know whether the funnel is working.
Metric
What to Track
Weekly Goal
Traffic
Visits to Lead Leak Assessment page.
Increase weekly.
Assessment Starts
People who begin the assessment.
Track conversion from page visit.
Assessment Completions
People who finish the assessment.
Identify drop-off points.
Results Gate Submissions
Contacts captured.
Grow email/SMS list.
Audit Page Visits
People who click the audit offer.
Measure offer interest.
Audit Purchases
$297 audit buyers.
Primary monetization metric.
Audit Intake Completed
Paid buyers who submit intake.
Should be close to 100%.
Implementation Offers Sent
Audit buyers who receive consulting offer.
Every audit buyer.
Clients Won
People who buy implementation.
Main revenue outcome.
Weekly Review Checklist
Final Completion Standard
This project is complete only when the full system works from first click to paid client without confusion, manual fixes, or missing links.
BBT reminder: The assessment points to the smoke. The audit finds the fire. The consulting offer repairs the building.
English