Pareto funnel for elite advisors
Turn Agency owners with IP ready to productize into full-balance-sheet clients with premium governance layers.
What is the 80/20 Funnel Builder?
Bundly’s 80/20 Funnel Builder converts a single product idea into a layered revenue engine with matching messaging, pricing strategy, and execution notes.
Clarify the lead magnet
Define the quick-win promise that attracts the right prospects and tees up your paid offer.
Dial-in the core offer
Align positioning, price anchoring, objections, and proof so your hero offer closes faster.
Launch a premium upsell
Turn your top 20% of buyers into high-LTV champions with a tailored concierge-level experience.
Who uses the 80/20 funnel builder?
Layer the framework into your CRM, pitch decks, sales enablement docs, or onboarding playbooks.
Growth marketers
Ship full-funnel campaigns with story arcs, KPIs, and monetisation levers already mapped.
Product-led teams
Attach monetisation plays to activation journeys and use the prompts to fuel lifecycle messaging.
Consultants & strategists
Deliver premium playbooks for clients and open strategic retainers with minimal prep time.
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Your personal AI-powered development partner
Explore toolWork smarter
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Why this 80/20 funnel works for Financial Advisory
How a boutique advisory created a $60k governance retainer for their top 8% households.
Pricing ladder anchored in 80/20
Lead magnet
Free Pareto audit or benchmark
Main offer
$3k-$6k focused implementation sprint
Premium upsell
$30k+ embedded advisory
Activation moves
Voice · Confident and operationalFrequently asked questions
- How do we speak to compliance?
- Position the upsell as fiduciary oversight with clear deliverables, not speculative products.
- What proof points matter most?
- Highlight licensee wins and the support structure available in the premium tier.
- How fast should the upsell follow?
- Pitch the intensive during sprint week two once the first wins land.
Explore more Financial Advisory playbooks
RevOps Directors
Diagnostic to Intensive
Start with a sharp audit, then close a 6-week execution intensive. Focus on the need to unlock expansion revenue without overloading sales. and expand with position the upsell as an embedded strike team that implements the roadmap for the top 10%..
RevOps Directors
Licensing Ladder
Open with a playbook, sell the operating system, then license premium IP. Focus on the need to unlock expansion revenue without overloading sales. and expand with upsell limited seats into a license + co-marketing partnership or territory rights..
RevOps Directors
Concierge Upgrade
Offer a quick win toolkit then elevate to concierge delivery. Focus on the need to unlock expansion revenue without overloading sales. and expand with upsell a 12-month concierge retainer with dedicated specialists and private support..