AI Tool

Pareto funnel for elite advisors

Turn Founders wearing marketing + sales hats into full-balance-sheet clients with premium governance layers.

Pareto-powered offer stackSpot the 20% of actions that produce 80% of revenue and package them into an irresistible funnel.
Three-tier blueprintBundle your lead magnet, core offer, and premium upsell with pricing logic that sells itself.

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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Why this 80/20 funnel works for Financial Advisory

How a boutique advisory created a $60k governance retainer for their top 8% households.

Lead with diagnostics, lock the plan, then elevate to multi-family office services.
Audience leverage: Highlight the 20% of moves that unlock 80% of pipeline wins.
Lead magnet focus: Gap analysis or maturity model
Premium upsell: Upsell a 6-12 month embedded squad with governance, reporting, and innovation sprints.

Pricing ladder anchored in 80/20

Lead magnet

Gap analysis or maturity model

Main offer

$5k-$10k strategy lab

Premium upsell

$50k-$120k embedded squad

Activation moves

Voice · Direct and entrepreneurial
Lab → embedded: demonstrate ROI and cost of delay.
Embedded → expansion: open additional pods for adjacent initiatives.
Lead magnet uncovers hidden risks and leverage points.
Main offer builds a 90-day wealth operating system.
Premium upsell provides quarterly board meetings with specialist bench.
Highlight the 20% of moves that unlock 80% of pipeline wins.
Offer a lead magnet that surfaces gaps, then sell a fractional embedded team.

Frequently asked questions

How do we speak to compliance?
Position the upsell as fiduciary oversight with clear deliverables, not speculative products.
How do we keep them engaged?
Give fast wins in the lead magnet and show time saved per week in the main offer.
How do we secure long-term contracts?
Tie pricing to outcome milestones and include quarterly business reviews in 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..