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๐Ÿš€ Revenue Performance Playbook for High-Ticket Agencies & Info-Products

This guide helps you instantly identify weak points across your revenue engine โ€” using proven conversion benchmarks and scenario-based fixes. Start with the benchmark table, then move through each diagnostic quadrant for fast, actionable insight.

Offer Price Click Thru Rate (Scroll โ†’ Click) Opt-in Rate (Click โ†’ Lead) Call Rate (Lead โ†’ Call Booked) Show Rate (Booked โ†’ Showed) Close Rate (Call โ†’ Client) Retention Rate (6 โ†’ 12 mo+) Ascension or Upsell (Client โ†’ New Offer)
Low ($2K-$5K) 1.5% - 2.5% 20% - 30% 20% - 25% 65% - 75% 15 - 25% 60% 10% - 15%
Mid ($5Kโ€“$15K) 1.2% - 2.0% 18% - 25% 15% - 20% 70% - 80% 25% - 35% 75% 15% - 25%
High ($15Kโ€“$50K) 0.8 - 1.5% 15% - 20% 12% - 18% 75% - 85% 30 - 45% 85% 25 - 40%
Elite ($50K+) 0.5-1.0% 10% - 15% 10% - 12% 80% - 90% 40 - 55% 90% 40 - 60%

๐Ÿง  Diagnostics by Stage

1. Close Rate vs. Retention

Scenario Translation Fix This
Low Close / Low Retention You can't sell, and those who buy don't stay. ๐Ÿ” Revalidate offer-market fit.
๐Ÿ“ฃ Fix messaging and positioning.
๐Ÿค Tighten Sales โ†’ CS handoff.
Low Close / High Retention You close few, but they love you. ๐ŸŽฏ Broaden your ICP.
๐Ÿ“ˆ Invest in top-of-funnel traffic.
๐Ÿงฒ Test higher-converting lead magnets.
High Close / Low Retention You're great at selling, but they churn. โš ๏ธ Stop overpromising.
โœ… Rebuild onboarding.
๐Ÿ”’ Add qualification guardrails.
High Close / High Retention You're in the zone โ€” don't mess it up. ๐Ÿ“Š Forecast capacity.
๐Ÿ“ž Staff CS ahead of growth.
๐Ÿš€ Build upsell infrastructure.

2. Lead โž Call Booked vs. Call โž Close

Scenario Translation Fix This
Low Leadโ†’Call / Low Close Weak pipeline and weak close rate. ๐Ÿงฒ Rebuild demand gen.
๐ŸŽฏ Refine your hook.
โš™๏ธ Add lead scoring + routing.
Low Leadโ†’Call / High Close Few leads, but you're a sniper. ๐Ÿ“ฃ Expand reach.
๐Ÿ’ฐ Diversify traffic.
๐Ÿ” Add automated retargeting.
High Leadโ†’Call / Low Close Your calendar's full, but deals don't land. ๐Ÿง  Qualify harder.
๐ŸŽค Level up rep training.
๐Ÿ“ฆ Repackage offer for clarity.
High Leadโ†’Call / High Close Elite funnel. Protect it. โฑ Preload onboarding.
๐Ÿงฎ Monitor CAC vs LTV.
๐Ÿ” Systematize referrals.

3. Click โž Opt-in vs. Opt-in โž Qualified Call

Scenario Translation Fix This
Low Click + Low Call Conversion Nobody clicks, and nobody books. ๐Ÿง  Rewrite offer headline.
๐ŸŽฏ Change targeting.
๐ŸŒช Split-test funnels (VSL vs Webinar).
Low Click + High Call Conversion Few click, but those who do are hot. ๐Ÿ” Scale ads that pull in the right ICP.
๐Ÿ“ฃ Double down on warm retargeting.
High Click + Low Call Conversion Great attention, but wrong crowd. ๐Ÿงฐ Add better CTA.
๐ŸŽญ Improve segmentation.
๐Ÿ“ž Require app form before booking.
High Click + High Call Conversion You're pulling in volume and quality. โณ Scale ad spend.
๐Ÿ“… Prepare closer bandwidth.
๐Ÿงช A/B price/test upsells.

4. Retention vs. Ascension (Upsell)

Scenario Translation Fix This
Low Retention / Low Ascension You lose them, and they never buy more. ๐Ÿ” Redesign onboarding journey.
๐Ÿ”ฌ Voice-of-Customer interviews.
๐Ÿ“ฆ Add success milestones.
Low Retention / High Ascension They buy more, but still churn. ๐Ÿงญ Segment high-LTV vs at-risk clients.
๐Ÿ“ˆ Extend contracts, reduce volatility.
High Retention / Low Ascension They stay, but you leave money on the table. ๐Ÿ’ก Launch premium offers.
๐ŸŽ Incentivize CS to upsell.
๐Ÿค Create alumni or mastermind upsell.
High Retention / High Ascension You're stacking LTV โ€” keep going. ๐Ÿ“Š Monitor cashflow timing.
๐Ÿ“ฃ Drive community referrals.
๐Ÿ” Keep innovating backend offers.

๐Ÿงญ Final Note

This is your growth operating system. Pull this playbook monthly. Use your own metrics to spot patterns, pick your quadrant, and apply the fix. Predictable growth isn't about magic โ€” it's about diagnosing the right lever and turning the wrench.