Starter Kit Revenue EngineSynthetic data

Morning Health Check

A daily green / amber / red check of every step of a founder-onboarding funnel.

Synthetic data, September 2026 · The same closes as the Revenue Truth Check · Illustrative designs, not any company's systems

1

This morning

The founder's journey with September's numbers. Each colour is Monday's check, read on Tuesday at 8:00.

1.1The journey

  1. A

    Landing page

    8,768 visits

  2. 8%move on

    GreenB

    Application form

    674 opt-ins

    This morning: green, 22, usual about 27.

  3. 30%take the side path

    BE

    Not a fit

    203 founders

    Invite them to the community, an open call or an event.

  4. 70%move on

    BD

    Booking calendar

    471 fits shown it

    Right after the form

  5. 44%left without booking

    C

    Reminder to book

    209 emails sent

    To fits who left without booking

  6. 56%booked on the spot

    53%booked after the email

    GreenD

    Call booked

    373 calls

    This morning: green, 13, usual about 15.

  7. 100%move on

    GreenC

    Confirmation email

    373 sent

    Once the call is booked

    This morning: green, 13 of 13, usual 100%.

  8. 100%move on

    GreenC

    Call reminders

    373 calls reminded

    24 h and 1 h before

    This morning: green, 16 of 16, usual 100%.

  9. 67%move on

    AmberDE

    Call held

    249 showed up

    This morning: amber, 44%, usual about 69%.

  10. 47%move on

    GreenE

    Closed

    118 founders

    This morning: green, 34 in 7 days, usual 29 the 7 days before.

  11. 95%move on

    GreenEF

    Partner link clicked

    112 with a Sub ID

    This morning: green, 0 of 1 missing, usual 0 missing.

  12. 86%move on

    D

    Mentorship booked

    96 founders

    Sessions with the team

  13. 86%of all closes

    GreenF

    Partner commission

    101 approved

    +3 with no deal = 104

    This morning: green, 2 h ago, usual under 26 h.

Fits see the calendar right after the form. Those who leave without booking get an email reminding them to book, and the confirmation goes out once a call is booked. Each arrow shows the share of the step before; commissions count against all closes. Dashed: side paths. Letters are the data sources below.

1.2Four rates to watch

  • Show rate

    67%

    249 of 373 booked calls

  • Close rate

    47%

    118 of 249 calls held

  • Closes that lost the Sub ID

    5%

    6 of 120 closed deals

  • Not a fit

    30%

    203 of 674 opt-ins

1.3Where the data comes from

Pick a source to see the steps it feeds.

2

Today

Only what is not green needs a person this morning.

2.1Who does what

  • Show rate

    Amber

    Monday: 44% · usual about 69%

    Read yesterday's no-shows by source and check their reminders went out.

    Owner: Sales lead

3

The rules

What each check compares, and where green ends.

3.1Eight checks

  • Opt-ins

    Yesterday against the median of the same weekday over the last three weeks

    Green
    70% to 150% of usual
    Amber
    40% to 70%, or above 150%
    Red
    Below 40%

    Owner: Marketing ops

  • Confirmation emails

    Emails sent against calls booked, same day

    Green
    98% or more
    Red
    Below 98%

    Owner: Marketing ops

  • Calls booked

    Yesterday against the median of the same weekday over the last three weeks

    Green
    70% to 150% of usual
    Amber
    40% to 70%, or above 150%
    Red
    Below 40%

    Owner: Marketing ops

  • Call reminders

    Reminders sent against calls held, same day

    Green
    98% or more
    Red
    Below 98%

    Owner: Sales lead

  • Show rate

    Yesterday's rate against the same weekday over the last three weeks

    Green
    85% of usual or more
    Amber
    60% to 85%
    Red
    Below 60%

    Owner: Sales lead

  • Closes

    Last 7 days against the 7 days before (one day is too few to judge)

    Green
    70% or more
    Amber
    40% to 70%
    Red
    Below 40%

    Owner: Sales lead

  • Closes with a Sub ID

    Yesterday's closes with no partner Sub ID on the deal

    Green
    None
    Red
    Any

    Owner: RevOps

  • Partner reports

    Hours since the last import from each partner platform

    Green
    26 hours or less
    Amber
    26 to 48 hours
    Red
    More than 48 hours

    Owner: RevOps

The last two checks guard revenue, not volume: a close without its Sub ID cannot be paired with the partner's report. The Revenue Truth Check shows what that costs at month end.

4

Ten minutes, every morning

The map only helps if someone reads it at the same time every day.

4.1The routine

  1. Open the map. Read the reds first, then the ambers.
  2. Give every red an owner and a first action before 9:00.
  3. Post the map in the team channel, with the owners tagged.
  4. Ambers get a look today; if one is amber three mornings in a row, treat it as red.
  5. Log what broke and what fixed it, so the weekly review can count it.