In this 90‑minute boardroom‑style webinar, Charles Leikauf leads ProfitSurge members through a mix of administrative updates, certification guidance, and a deep dive into scaling a CFO‑focused consulting practice. He introduces the upcoming VIP weekend, reviews the CFO certification process, and demonstrates how to leverage the AI platform Claude (Co‑work, skills, and apps) for daily automation. The core of the session is a step‑by‑step bottleneck analysis using a custom sales‑appointment calculator. Charles walks through the key performance indicators (KPIs) that drive revenue—appointments booked, show‑rate, close‑rate, cost‑per‑call, and pricing tiers (a $9,800 six‑week intensive plus a $3,500 recurring retainer). He shows how to reverse‑engineer monthly revenue goals (e.g., $50k/month) by adjusting these metrics, discusses realistic ad‑spend expectations, and contrasts paid versus organic lead generation tactics (in‑person events, Facebook groups, personal Facebook page, Instagram hook videos, podcasts, and content scripts). Throughout, he emphasizes daily tracking, data‑driven decision‑making, and using AI to automate reporting, sales‑call reviews, and outreach. The session ends with Q&A on cost‑per‑call calculations, ad fatigue, and practical next steps for participants.
Topics
Bottleneck Analysis Framework for CFO Practices
A systematic method to identify and fix the weakest metric (appointments, show‑rate, close‑rate, cost‑per‑call) using a spreadsheet calculator that maps each metric to revenue outcomes.