Acquisitions.com · updated 22 Oct 2026 · private

Funnel Build Checklist

Pick a funnel. Each task is one line and its goal. Open Steps for the exact actions. Everyone is responsible for everything on it.

IG retargeting SOP Closing Playbook dfy.acquisitions.com advisors.acquisitions.com Kasia: expectations & onboarding Kasia: content & brand plan Recording scripts

Sources: Agency Scaling SOP, Carlton Dennis / Jeremy Haynes breakdown, Soy / Odell Miller content session, sales audit 19 Oct, advisors ad-account read 11 Oct, Drew Carmichael ads 21 Oct, @thedavidmueller / @sooweigoh / @iamcameronengland / @moran.pober read 22 Oct. Ticks are shared: the daily reminder reads them.