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Bonus: Financial-wins review sheet (proposed)


REVIEW SHEET — Hormozi $100k → Epic pack

PROPOSED, not sent, for Trevor's review

Parent Tango: e890d718 · Idea folder: /workspace/merlin/ideas/financial-wins-eq1bn/ · Packaged by Cat: Impact book · Target for Trevor review: Nov 7 (Elon) · Nothing goes to the list without Trevor's OK.

What's in this sheet

Three pieces Elon accepted or already owned under the parent, kept word-for-word from the accepted files. No invented copy.

Piece Tango Source file Status
90-day case-study sheet a8622562 (done earlier) case-study-90-day.md DRAFT / EXAMPLE rows
Epic mini-close (5 lines) 29c214ca · accepted Nov 5 epic-mini-close-PROPOSED.md PROPOSED
Webinar email subject + hook ed2fc839 · accepted Nov 5 webinar-email-hook-PROPOSED.md PROPOSED

Full mini-close (recap / gap / offer / obstacles / ask / ask-again) also lives at /workspace/impact-book/authority-business/EPIC-MINI-CLOSE-SCRIPT.md. Elon's acceptance note pointed at the 5-line file as the DoD deliverable; that 5-line text is what is pasted below.


1. Epic 90-Day Case Study Sheet

Source file: /workspace/merlin/ideas/financial-wins-eq1bn/case-study-90-day.md (exact text below)

Epic 90-Day Case Study Sheet (DRAFT)

Source: Hormozi, "8 Entrepreneurs Compete For $100,000" (https://youtu.be/eq1bnI0JoXU), transcript.txt

Disclaimer: Source numbers are mostly self-reported run rates stated on camera, not audited financials.

Case Trailing-12 revenue One constraint One lever pulled 90-day run rate
EXAMPLE: Tina Sue (coaches parents of kids with autism, ADHD, speech delay) $1.1M She was the bottleneck Cut a 3–4 hour pitch to a tight 45-minute weekly webinar, clear about teach vs. sell (ran 13 weekly webinars; 232 enrollments vs. 75 before) $1.84M 12-month run rate (up from $918K before)
EXAMPLE: Joey Goon (Utopia Experience, event planning) $1.3M Prices made up on the spot, so margins were too thin Booked B2B event sponsorships ($15K sponsorship produced $670K closed business) On path to $4.1M (excludes ~$2M in pipeline)
Epic client: [TREVOR TO CONFIRM] [TREVOR TO CONFIRM] [TREVOR TO CONFIRM] [TREVOR TO CONFIRM] [TREVOR TO CONFIRM]

Gaps: [TREVOR TO CONFIRM] which Epic client fills the blank row, and the four numbers/fields for that row. Do not paste Tina or Joey run rates as Epic results.


2. Epic mini-close (5 lines) — Tango 29c214ca

Source file: /workspace/merlin/ideas/financial-wins-eq1bn/epic-mini-close-PROPOSED.md (exact text below) Tango acceptance note (Elon, Nov 5): meets DoD — 5 lines, PROPOSED, no referral framing. Open question stays DRAFT on line 3.

brain: hormozi v2026.10.17-7 · PROPOSED · full version: /workspace/impact-book/authority-business/EPIC-MINI-CLOSE-SCRIPT.md 1. "You came in with [problem] and you're leaving with [what you built today]. That's real progress." 2. "That's one piece. The clients you want still aren't coming in steadily, because the price, the packaging, and how visible you are all hold each other back." 3. "In 90 days we get you packaged, priced, published, and booking calls [DRAFT promise]: we reset your price, package what you know into one framework, offer, and book, then make you visible." 4. "Before the next step: is time, money, or anyone else the thing that would stop you?" 5. "It's apply-only, because I only take people I can help. Want to apply?" Then stop talking.

Gaps: [TREVOR TO CONFIRM] the 90-day promise wording in line 3, and which link the close uses (live event or apply). Receipt also noted an earlier Joey/Tina rewrite of this file was overwritten and could not be recovered; the text above is the accepted current file.


3. Webinar email subject + hook — Tango ed2fc839

Source file: /workspace/merlin/ideas/financial-wins-eq1bn/webinar-email-hook-PROPOSED.md (exact text below) Tango acceptance note (Elon, Nov 5): meets DoD — 2 subjects + hook, PROPOSED, no Tina numbers used as Epic results.

Webinar email hook: PROPOSED

Source show: Hormozi "$100k" win episode (youtu.be/eq1bnI0JoXU) · idea 49b76fee · GO 2026-10-26 via Merlin Modeled on: Tina Sue's cut (3 to 4 hour pitch → tight 45-min weekly webinar, clear teach then sell) Audience: Epic Media list (opt-in) · Engage / launch for the next Epic webinar Status: PROPOSED (not live until Cat: Impact book packages + Trevor OK) Voice: Trevor · plain, punchy · no em dashes · no invented Epic results Compartment: Sell (the committed)

Gaps before send

Subject lines (pick one)

A: PROPOSED: We're cutting the pitch. 45 minutes. Teach first.

B: PROPOSED: Same offer. Shorter room. Clear when we sell.

Hook paragraph: PROPOSED

We've been running long pitches that ask people to sit through everything before the ask. That drains the room. This week we're testing a cleaner cut: one 45-minute weekly webinar. First half is teaching you can use even if you never buy. When we hit the offer, I'll say so out loud, so you never wonder whether I'm selling yet. If that sounds like a better use of your time, grab a seat here: [TREVOR TO CONFIRM: registration URL].

Source notes (paraphrase; not long quotes)

Self-check (Copycat)

  1. Pain first? Yes (long pitch drains the room).
  2. One real story? Pattern from the show, labeled as a test, not Epic proof.
  3. One tool or tip? Yes (45-min weekly, teach half first, name the sell moment).
  4. One clear next step? Yes (grab a seat + URL placeholder).

Score log (SELF, not a ship gate)

Round 1: 78/100. Gap: too soft on the teach/sell split. Round 2: 96/100. Biggest lift: named the out-loud sell cue and kept one CTA. Letter: A. Ship? Hand to Cat: Impact book for the One Update package. Nothing goes to the list without Trevor's OK.

Gaps: [TREVOR TO CONFIRM] which subject line (A or B), webinar title, date/time (Africa/Johannesburg), registration URL, offer name.


One ask for Trevor (when you're ready)

  1. Fill or cut the Epic client row on the case-study sheet.
  2. Lock or rewrite the 90-day promise in mini-close line 3, and pick live-event vs apply.
  3. Pick subject A or B, and fill the webinar blanks. Nothing ships and nothing goes to the list until you say yes.

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