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Understanding and Setting Up Money Levers in WarPlan AI

By setting up and tracking money levers, you can create a predictable system for growing your business.

Written by Eric Kelly

What Are Money Levers?

  • Active Levers: Activities that require ongoing effort and can be scaled (e.g., passing out flyers, running ads).

  • Passive Levers: Activities that continue to generate leads without ongoing effort (e.g., vehicle wraps, website SEO).

Setting Up Your First Money Lever

  1. Add a New Lever:

    • Click the Add New button.

    • Choose a lever from the list or create a custom one.

    • Example: Select "Flyers" as your money lever.

  2. Define the Lever:

    • Active or Passive: Toggle the button to indicate if it’s an active or passive lever. For flyers, keep it as an active lever.

    • Click Create New to add the lever.

  3. Configure the Lever:

    • Click on the newly created lever to open its settings.

    • Fill in the details:

      • Quantity and Items: Number of flyers (e.g., 100 flyers).

      • Time Investment: Hours required (e.g., 2 hours).

      • Cost: Expenses involved (e.g., $30 for printing).

      • Leads Generated: Estimated leads (e.g., 3 leads).

  4. Fixed vs. Variable:

    • Fixed: If the effort and outcome are consistent (e.g., always 100 flyers), mark it as fixed.

    • Variable: If the effort and outcome can vary (e.g., 100 to 200 flyers), leave it flexible.

  5. Save and Close:

    • Click Close and Save to finalize the lever setup.

Using Money Levers

  1. Marching Orders:

    • Navigate to Marching Orders to see your weekly tasks.

    • Adjust tasks based on your goals. The system will suggest the number of leads you need to close your gap.

    • Use sliders or toggle buttons to commit to specific tasks.

  2. Updating Results:

    • At the end of the week, update your actual performance:

      • Number of flyers distributed.

      • Actual cost and time spent.

      • Number of leads generated.

  3. Analyzing Performance:

    • The system will adjust its recommendations based on your updates.

    • Over time, this becomes a predictive tool, helping you know exactly what actions yield the best results.

Example of Setting Up a Money Lever

Lever: Flyers

  • Quantity and Items: 100 flyers

  • Time Investment: 2 hours

  • Cost: $30

  • Leads Generated: 3 leads

Process:

  1. Setup: Enter the details and save.

  2. Marching Orders: Commit to distributing flyers.

  3. Update: Record actual results at the end of the week.

  4. Adjust: The system refines future recommendations.

Advanced Tips

  • Focus on Key Levers: Start with 1-3 effective levers rather than spreading efforts too thin.

  • Consistency: Regularly perform and update your levers to improve accuracy.

  • Budgeting: Use the budget and expected results section to plan and allocate resources effectively.

Conclusion

Money levers are essential for building a scalable and predictable revenue system. By setting up and regularly updating your levers, you can optimize your marketing efforts and achieve consistent growth. Remember, the goal is to create a system where your efforts translate into measurable and predictable results.

Steps Recap:

  1. Add and define a money lever.

  2. Configure quantity, time, cost, and leads.

  3. Use marching orders to plan weekly tasks.

  4. Update results and refine your strategy.

Tags: Money Levers, Active Levers, Passive Levers

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