Pareto funnel for elite advisors
Turn Course creators maturing into multi-tier brands 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.
Other Bundly AI tools
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Campaign planner for your next send
Email Marketing Plan Generator
Create a complete launch-ready email sequence tailored to your list and offer.
Explore toolWeekly content roadmap tailored to your goal
Content & Social Media Calendar Generator
Plan a multi-channel editorial calendar with repurposing ideas, CTA prompts, and execution links.
Explore toolAI-powered content creation suite
Studio
Create custom business content with AI
Explore toolEnhanced writing and editing tool
Writing Assistant
Helps you write better and clearer
Explore toolSmart form completion assistant
Form Wizard
Guided helper to fill out Bundly submission form
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Notion Expert
Get help with Notion, API, formulas and more
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E-commerce Boost
AI-Powered Assistant for Enhancing Online Store
Explore toolDevelopment assistance platform
Software Dev Expert
Your personal AI-powered development partner
Explore toolWork smarter
Discover the rest of Bundly’s AI workspace and automate the planning that slows growth.
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
Scorecard + pilot invitation
Main offer
$2k-$5k paid pilot
Premium upsell
$25k+ transformation engagement
Activation moves
Voice · Encouraging and visionaryFrequently asked questions
- How do we speak to compliance?
- Position the upsell as fiduciary oversight with clear deliverables, not speculative products.
- How do we avoid overwhelming them?
- Sequence the funnel so each step solves the next logical roadblock with clear upgrade triggers.
- How long should the pilot run?
- Two to four weeks is ideal—enough to prove lift without delaying the upsell.
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..