Money Model Audit

Money Model Audit

You get 3-5 concrete, ranked moves to make more money from the customers you already have — no new traffic required. Most people obsess over getting more leads while the real money is sitting in the offer they already sell. This audit finds it.

The idea: the same customer can be worth far more than a single one-time sale. Raise the price to match the value, add a bump at checkout, offer an upsell after yes, catch the no's with a downsell, add something recurring, and keep buyers longer. Each move is revenue you're currently leaving on the table with the exact same audience.

Personalization

This skill works in your brand voice. Before running, load the brand profile at ~/.claude/brand-profile.md.

• If it doesn't exist, run the personalize skill first (or just tell me your name, niche, offer, and audience — I'll create it).
• If a field this skill needs is blank, I'll ask one or two quick questions and save the answers back to the profile so you only answer once.
• Never invent facts or results about the user — use only what's in the profile, or ask.

What I need from you

Walk me through your current offer:

1. What do you sell, and at what price? (the one main thing)
2. Is it one-time or recurring?
3. Roughly how many do you sell a month, and does the number hold or do people leave?
4. What happens right after someone buys — do you offer them anything else? (bump, upsell, next step, or nothing)
5. What do people who say NO usually say? (too expensive, not ready, too much)
6. What outcome does the buyer actually get — and how big is that outcome to them in money or time?

Steps

1. Load the brand profile and combine it with the answers above to picture the current money model: one offer, one price, one transaction, and what (if anything) happens around it.

1. Run the offer through the six backend levers. For each, decide whether it's a real, specific opportunity for this offer — skip the ones that don't fit rather than forcing all six:

• Price to value (raise the price). If the outcome is worth far more than the price, the price is too low. Look for signals: no one ever pushes back on price, you close nearly everyone, buyers are thrilled. Propose a specific new price and the value justification.
• Order bump (at checkout). A small, cheap, instantly-relevant add-on offered right at the point of sale ("add X for $Y?"). Low effort, pure margin. What natural companion could ride along with the main purchase?
• Upsell (right after yes). A bigger, related offer presented immediately after they buy, when trust is highest. "You got X — want me to also do Z / do it for you / go deeper?" What's the obvious next level up?
• Downsell (catch the no's). A smaller/cheaper/payment-plan version for people who wanted in but the yes was too big. Turns some no's into smaller yeses. What's a lighter version of the offer?
• Recurring element. Turn a one-time sale into ongoing revenue — a membership, retainer, support/maintenance plan, updates, or a subscription layer on top. What would people happily pay for month after month? This is usually the single biggest lever for a one-time offer.
• Retention (keep buyers longer). If it's already recurring, plugging churn is cheaper than any new sale. Look at why people leave (from answer #3/#5) and propose one concrete fix — onboarding, a quick early win, a reason to stay.

1. Pick the 3-5 strongest moves for this specific offer. Don't list all six generically — choose the ones with real leverage here and make each one concrete: exactly what to add, roughly what to charge, and the one-line pitch/mechanism.

1. Rank them by effort (fastest money first). Order the moves so the user does the easy, high-return ones first:

• Quick wins (do this week): usually price increase, order bump, downsell — mostly a decision + a sentence, little to build.
• Medium (this month): upsell, a simple recurring add-on.
• Bigger (this quarter): a full recurring/membership layer, a premium tier, a retention system.

For each move include: the move, the specific implementation, estimated revenue impact (directional, honest — "roughly +20-30% on every sale", not a fake exact number), and effort level.

1. Add one "premium tier" idea if it fits. A done-for-you / VIP / higher-touch version at a notably higher price. Even if few buy it, it anchors the main offer and captures the customers who want the best. Sketch what it includes and a price.

1. Save the audit as a Markdown file at ~/money-model/audit-[offer-slug]-[YYYY-MM-DD].md (create the folder if needed): the current model in one line, then the ranked action list with implementation + impact + effort for each move, plus the premium-tier idea. Tell the user the path and recommend they start with the top quick win this week. Offer to draft the actual bump/upsell/downsell copy for whichever move they pick.

Example

Input: > "I sell a $300 one-time website audit for small e-commerce brands. Do about 15/month. After they buy I don't offer anything else. People who say no usually say they'd rather I just fix the stuff. The audit typically finds issues costing them thousands in lost sales."

Output (excerpt of saved audit):

> Current model: One-time $300 audit · ~15/mo · nothing offered after · ~$4,500/mo. > > Ranked moves > > 1. Raise price to $500 — quick win. You find thousands in lost sales for $300; the price is far under the value and no one's pushing back. Impact: +$3,000/mo on the same volume. Effort: change one number. > 2. Downsell → "fix-it" done-for-you at $1,500 — quick win. Your no's are literally asking you to fix it. Offer the implementation as the next step for anyone who declines (or accepts) the audit. Impact: even 3/mo = +$4,500/mo. Effort: write one offer. > 3. Order bump: "priority 48-hr turnaround +$100" — quick win. Offered at checkout. Impact: pure margin on ~a third of buyers. Effort: one checkbox. > 4. Recurring: $200/mo "growth monitoring" retainer — medium. Ongoing check-ins after the fix. Turns one-time buyers into monthly revenue. Impact: the biggest long-term lever. Effort: define the monthly deliverable. > > Premium tier: "Full teardown + 90-day done-with-you" at $4,000 — anchors the audit and captures brands who want it handled end to end.

Notes / edge cases

• Same customer, more value — that's the whole point. This never assumes more leads. If the user only has "get more traffic" energy, redirect them here first: the backend is cheaper.
• Be honest about impact. Give directional ranges, not invented precise figures. Never fabricate what a change "will" earn.
• Don't force all six levers. A clean 3-move list that fits beats six generic suggestions. Skip what doesn't apply.
• Deliverability matters. Adding upsells/recurring only works if the user can actually deliver them — flag any move that would overload them so it doesn't wreck fulfillment.
• Price is the user's call. Recommend a number and the reasoning; let them set it.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: duncan-buildroom
• Source: duncan-buildroom/profit-room-skills
• License: MIT

Install and usage instructions live in the source repository linked above.