LABOR DAY SALE ENDS 9/6

Agency Acquisition Questions

Estimated time to complete

1.5 - 2 hours

First Name

Last Name

Phone *

Email *

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Company Name *

Legal Company Name

Website URL *

Founded Year *

Ownership Structure *

Direct Partners (Names & Roles) *

Indirect Key Partners *

Key Suppliers/Vendors *

What do partners/suppliers do? *

Brand Preference *

GHL Agency Structure *

Brief Company Description *

Describe your niche *

Competitive advantages vs. nearest competition *

Target customer / avatar *

Not ideal avatar *

Owner role today *

Owner hours/week *

Owner replacement rate *

Any contractors or employees? Are they staying post-close? *

Who runs day-to-day (onboarding/support/admin)? *

Team SOPs present? *

Team Member Roster *

Please upload a file containing a list of all team members containing, name, role description, daily activities, pay scale, and whether or not they will be a part of this transition.

Largest partner/affiliate *

% of new customers from largest partner *

Acquisition mix (%) *

Affiliate %
SEO %
Paid Ads %
Referrals %
Direct/Other %

All fields should add up to be a total of 100%

Any channels deprecated? *

If you relaunch/scale today *

Past acquisition channels most effective *

Customer Journey: Awareness *

Customer Journey: Evaluation *

Customer Journey: Purchase *

Customer Journey: Delivery *

Customer Journey: Retention *

Core products/snapshots *

Custom development done on top of GHL *

Repos/assets

Is IP/proprietary asset transferable at close? *

IP Inventory file CSV/Doc

Include any files containing lists of IP assets and a description of each of those assets with any important links.

Sub-accounts *

Current MRR *

Average One-Time Revenue *

Average Revenue Per User (ARPU) *

MRR Trend last 3 months *

Type of customers by size

Ensure total % adds up to 100% *

Solopreneur %
Small biz %
Larger teams %

Have any big customers left recently? *

Why did churn worsen or improve over time? *

What has worked best for customer retention? *

Please input the names and prices of your top 3 plans

Tier 1 Name
Tier 1 Price
Tier 2 Name
Tier 2 Price
Tier 3 Name
Tier 3 Price

Tier Mix Supplemented CSV

If you have more product/pricing plans beyond the top 3 above, please export all products and prices from Stripe and upload here.

Cohort Retention

If available to you in Stripe, please export a cohort retention report and upload here.

Dispute/chargeback rate (%) *

Refund rate (%) *

Who manages client billing questions? *

GHL rebilling revenue last month (USD) *

GHL rebilling 12-month average (USD/mo) *

Any outstanding refunds/chargebacks/pending disputes? *

Current owner pay (USD/month) *

Total operating costs (USD/month) *

Cost Breakdown *

Please include a file containing all of your itemized business expenses

Total debt (USD) *

Debt paid at close? *

Stripe Capital loan? *

Revenue-share / partner obligations *

DNC/opt-out logs maintained? *

Where are consent/opt-out logs stored? *

A2P 10DLC registered? *

Actively maintaining TCPA compliance for your entire list? *

Ever had a TCPA claim or settlement? *

Describe TCPA claim or settlement *

YTD: Performance summary

Gross Charges
Stripe Processing Fees
Refunds
Disputes
Net Balance Change from Activity
Total Payouts

YTD: Transaction Health Summary

Total Successful Charges (YTD)
Refund Rate
Dispute Rate

YTD: Churn summary

Subscriber Churn Rate
Gross MRR Churn
Net MRR Churn
Recent 3-Month Average Churn

Last 3 months key KPIs

MRR
Net MRR
Churn %
Refunds %
Disputes %

IMPORTANT

Please look through this list for an explanation of all the Stripe exports we will need. You may upload at the bottom of this form.

Subscriptions.csv

Fields:

subscription_id, customer_id, status, start_date, current_period_end, canceled_at, cancel_at_period_end, price_id, product_id, unit_amount, currency, interval, trial_start, trial_end, discount/coupon

Invoices.csv

Fields:

invoice_id, customer_id, subscription_id, created, status (paid/voided/uncollectible), amount_due, amount_paid, amount_remaining, tax, total, hosted_invoice_url

Invoice Line Items.csv

Fields:

invoice_id, line_item_id, subscription_id, product_id, price_id, description, quantity, amount, currency, type (subscription vs one_time)
Use to split recurring vs one-time revenue and build tier mix.

Payments/Charges.csv

Fields:

charge_id, invoice_id, customer_id, created, status (succeeded/failed), amount, currency, payment_method, refunded, dispute_id, balance_transaction_id

Refunds.csv

Fields:

refund_id, charge_id, invoice_id, amount, created, reason, status

Disputes.csv

Fields:

dispute_id, charge_id, amount, created, reason, status (won/lost/needs_response), due_by

Balance Transactions.csv

Fields:

balance_transaction_id, type, created, amount, fee, net, currency, source_id (charge/refund/adjustment)
Use to reconcile net revenue and Stripe fees.

Payouts.csv

Fields:

payout_id, amount, arrival_date, status, balance_summary
Helps tie cash to bank and validate timing.

Products.csv and Prices.csv

Fields

(Products): product_id, name, active

Fields

(Prices): price_id, product_id, nickname/plan_name, unit_amount, currency, recurring_interval, active
This is the source of truth for “tiers” (e.g., $97/$149/$197).

Customers.csv (ID-only)

Fields:

customer_id, created
We don’t need PII; just IDs to build cohorts.

Stripe Exports *

Upload all stripe files here

Upload any of the following (if applicable)

Debt Payoff Letters

Additional IP/SOP docs

Partner/Affiliate Agreements

I certify that i've already signed and completed a mutual non-disclosure agreement with Extendly LLC, and understand that if all information submitted in this form is protected within that non-disclosure agreement.

Signature *

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