A complete VSL funnel system showing how to turn your 78K subscriber base and 10.56% engagement rate into $168K+ annual revenue with a $197 options course.
I recorded this walkthrough specifically for Mike Jones Investing. It covers every deliverable and the thinking behind them.
A complete walkthrough of everything built for you.
I noticed three things about Mike Jones Investing.
78K YouTube subscribers with a 10.56% like rate. Daily uploads for 5 years straight. Over 1,000 videos. That is top-tier audience loyalty.
6 uploads per week since 2020. Patreon with 1,105+ posts. Your audience trusts you because you show up every single day.
No email list. No named methodology. No course product. No VSL. Competitors charge $49-$3,997. You charge $8/month.
You are publishing daily. Building massive reach. But you are leaving $145K+ on the table by not having a VSL funnel that converts your warm audience into course buyers. That is the gap. And that is what this blueprint fixes.
Six interconnected deliverables designed to work as one system.
Full funnel architecture with The Daily Edge System, revenue projections, and 14-day timeline.
Prepared for: Mike Jones Investing By: Lorenzo Sanchez, Alexo Digital Date: March 2026 Funnel Type: Video Sales Letter (VSL) Funnel
Mike Jones Investing has 72-78K YouTube subscribers, a 10.56% engagement rate, and 1,000+ videos uploaded over 5 years. That is the content engine of a $168K/year business. But the revenue is $23K/year.
The gap is not content quality or audience size. The gap is monetization infrastructure. No email list. No landing page. No named methodology. No course. No paid acquisition. No VSL.
This blueprint is a complete VSL funnel system designed to close that gap. Every component is built specifically for Mike Jones Investing. Nobody else can use it.
| Asset | Detail | Value |
|---|---|---|
| YouTube audience | 72-78K subscribers, daily uploads | Top of funnel engine. Working well. |
| Engagement rate | 10.56% likes, 0.75% comments | Above average for trading education. Audience trusts you. |
| Content consistency | 6 videos/week for 5+ years | 1,000+ video library. Nobody else at your tier matches this output. |
| Community | Patreon + Discord (1,105+ posts) | Active, loyal base. Low churn signal. |
| Brand voice | High-energy, urgent, community-focused | Distinctive. Recognizable. Matches audience expectations. |
| Gap | Impact | Priority |
|---|---|---|
| No email list | YouTube owns your audience. Algorithm change = lost access. | CRITICAL |
| No named methodology | Cannot differentiate from 500+ other trading YouTubers. Limits pricing power. | CRITICAL |
| No landing page | No dedicated conversion mechanism. Patreon page is not built for conversion. | HIGH |
| No VSL/sales page | No mechanism to sell a course or high-ticket offer. | HIGH |
| No email sequences | No automated trust-building. No nurture path. No cart recovery. | HIGH |
| No paid ads | 100% organic growth. Subscriber growth is declining. | HIGH |
| No course product | Zero revenue from the one-time purchase segment. | MEDIUM-HIGH |
| No tiered pricing | $4-$8/mo underprices your value by 5-18x vs competitors. | MEDIUM-HIGH |
Every successful trading educator at the 200K+ level has a branded framework. Financial Education has GVD. Everything Money has Principle Driven Investing. Warrior Trading has the Momentum Trading System.
Based on analysis of your content (30+ video titles, Patreon posts, channel description), we designed a methodology that fits your existing approach.
Why it works: Positions around your unique strength (daily analysis) and uses language your audience already understands. "Edge" is a word traders respect. It implies a systematic advantage.
5-Step Framework:
| Step | Name | What It Does |
|---|---|---|
| 1 | Scan | Identify key movers in pre-market using volume, gap, and news catalysts |
| 2 | Filter | Apply 3-point criteria: liquidity, volatility, catalyst quality |
| 3 | Position | Determine entry price, stop-loss level, and profit target |
| 4 | Track | Monitor positions throughout the session with predefined exit rules |
| 5 | Review | Post-market journal entry documenting what worked, what did not, and why |
How to use it immediately:
"Today I ran the Daily Edge scan and found 3 stocks worth watching. Here is how I filtered them down to the one I positioned in..."
Start saying "The Daily Edge System" in every video. Within 30 days, your audience will associate it with your channel. Within 90 days, it becomes searchable intellectual property.
A named methodology does 3 things: 1. Creates intellectual property nobody else can claim 2. Makes you referable ("Check out Mike Jones, he uses The Daily Edge System") 3. Justifies premium pricing (a branded system commands $49/mo, generic content commands $8/mo)
STAGE 1: AWARENESS (existing)
YouTube Daily Videos (free, 6x/week)
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STAGE 2: CAPTURE (new)
Lead Magnet Landing Page
"The 5-Step Pre-Trade Checklist"
Free download in exchange for email
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STAGE 3: NURTURE (new)
7-Email Automated Sequence (14 days)
Builds trust, introduces The Daily Edge System,
soft pitch for Patreon community
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STAGE 4: CONVERT (new -- VSL)
VSL Sales Page: "Options Made Simple"
12-15 minute video selling the course
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STAGE 5: PURCHASE
Course: $197-$297 one-time
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STAGE 6: ASCEND
Buyer Onboarding --> Patreon Premium Upsell ($29-$49/mo)
Live weekly Q&A, trade journal access, priority Discord
A simple, one-page PDF your audience can download for free in exchange for their email address.
Content: 1. Check pre-market movers (with specific tool recommendations) 2. Review overnight news for catalysts 3. Identify key support/resistance levels 4. Set position size based on account risk (2% rule) 5. Define exit criteria before entering the trade
This takes 30 minutes to create. It is specific, actionable, and solves a real problem your audience has ("I do not know where to start each morning").
Distribution: - CTA at the end of every YouTube video: "Download my free Pre-Trade Checklist, link in description" - Pinned comment on every video - Twitter bio link - Patreon welcome message
Hosting: - Landing page on ConvertKit, Beehiiv, or Carrd ($0-$29/month) - Or custom page on your own domain (we build this as part of the full system)
| Tier | Price | What They Get |
|---|---|---|
| Free | $0 | General community |
| True Supporter | $4/mo | Daily market briefs |
| Ace Investors | $4.99/mo | Discord + 2 exclusive videos/week |
| Ace Investors 2 | $7.99/mo | All above + extra content |
| Tier | Price | What They Get | Why This Price |
|---|---|---|---|
| Free | $0 | General community (unchanged) | Top of funnel |
| Insider | $8/mo | Everything in current Ace Investors 2 | Combines current tiers into one entry point. $8 anchors as "the basic tier" |
| Premium | $29/mo | All Insider + weekly live Q&A + trade journal access + priority Discord | This is the tier your competitors sell. Live Q&A is the highest-value add. |
| Founding Member | $49/mo (limited to first 50) | All Premium + monthly 1-on-1 portfolio review (15 min) + name in video credits | Creates urgency and scarcity. Makes $29 feel like the smart choice. |
Pricing psychology: - Your current $4-$8 pricing accidentally signals low quality. Your own audience says "At $8 a month, how good can it really be?" - A $29 tier next to the $8 tier makes $8 feel like a steal AND makes $29 feel justified. The anchor works both directions. - The $49 Founding Member tier is not about revenue. It is about creating a "sold out" tier that makes $29 feel like the smart choice.
Migration plan: 1. Week 1: Announce new tiers in a YouTube video and Patreon post 2. Week 2: Launch weekly live Q&A for Premium members 3. Week 3: Open Founding Member slots (limited to 50, close after 50 spots or 7 days) 4. Current members keep their current pricing. New members see the new tiers.
Your audience is asking for it. From the VOC research: - "Where do I even start with options?" - "What to trade... beginner... risk management... stop loss... position sizing" - "Is it worth it? Which course? How long does it take?"
No dominant creator in the 50K-150K subscriber range owns "options education for regular people." This is your lane.
| Module | Topic | Duration |
|---|---|---|
| 1 | What options are (and are not) | 30 min |
| 2 | Calls, puts, and why they move | 45 min |
| 3 | Reading an options chain | 30 min |
| 4 | Your first covered call (step by step) | 45 min |
| 5 | Spreads: reducing risk while keeping upside | 45 min |
| 6 | The Wheel Strategy for income | 60 min |
| 7 | Risk management rules that actually work | 30 min |
| 8 | Putting it together: your first 30 days trading options | 45 min |
Total runtime: ~5.5 hours of video + downloadable checklists + community Q&A access
| Option | Price | Includes |
|---|---|---|
| Course Only | $197 | 8 modules + checklists |
| Course + Community | $297 | Course + 3 months Premium Patreon access |
Pre-launch strategy: 1. Offer to existing Patreon members first at $97 (50% off). Builds testimonials and social proof before public launch. 2. Public launch to YouTube + email list at full price. 3. At 72K subscribers and a 1% conversion rate: 720 sales. At $197 average: $141,840. Even at 0.5%: $70,920.
The VSL is the conversion mechanism for this course. A 12-15 minute video on the sales page walks the viewer through: the problem (information overload, inconsistent results), the solution (The Daily Edge System applied to options), the proof (case study, community results), and the offer (course pricing with risk reversal).
The full VSL script is included in this package as a separate deliverable.
| Revenue Stream | Assumption | Monthly | Annual |
|---|---|---|---|
| YouTube AdSense | Unchanged | $1,631 | $19,569 |
| Patreon Insider ($8/mo) | 400 members | $3,200 | $38,400 |
| Patreon Premium ($29/mo) | 100 members | $2,900 | $34,800 |
| Options Course (2 launches/yr) | 170 sales at $297 avg | $4,167 | $50,000 |
| Email monetization | Affiliate, sponsorships | $2,100 | $25,200 |
| Total | $14,000 | $168,000 |
| Revenue Stream | Assumption | Monthly | Annual |
|---|---|---|---|
| YouTube AdSense | Unchanged | $1,631 | $19,569 |
| Patreon Insider ($8/mo) | 600 members | $4,800 | $57,600 |
| Patreon Premium ($29/mo) | 200 members | $5,800 | $69,600 |
| Options Course (2 launches/yr) | 340 sales at $297 avg | $8,333 | $100,000 |
| Email monetization | Affiliate, sponsorships | $3,500 | $42,000 |
| Total | $24,064 | $288,769 |
| Revenue Stream | Assumption | Monthly | Annual |
|---|---|---|---|
| YouTube AdSense | Unchanged | $1,631 | $19,569 |
| Patreon Insider ($8/mo) | 800 members | $6,400 | $76,800 |
| Patreon Premium ($29/mo) | 350 members | $10,150 | $121,800 |
| Options Course (3 launches/yr) | 500 sales at $297 avg | $12,375 | $148,500 |
| Email monetization | Affiliate, sponsorships | $5,000 | $60,000 |
| Total | $35,556 | $426,669 |
Disclaimer: These projections are estimates based on industry benchmarks for trading education creators. Actual results depend on execution quality, market conditions, audience response, and ad performance. Past performance of other creators does not guarantee future results for Mike Jones Investing. All figures are for educational planning purposes only.
| Day | Action | Category |
|---|---|---|
| 1 | Name The Daily Edge System. Record intro video. | Methodology |
| 2 | Set up email provider (ConvertKit/Beehiiv). Create lead magnet PDF. | Email Capture |
| 3 | Build lead magnet landing page. Add CTA to YouTube video descriptions. | Email Capture |
| 4 | Launch $29 Premium Patreon tier. Announce in YouTube video. | Tier Restructure |
| 5 | First weekly live Q&A session for Premium members. | Community |
| 6 | Begin email nurture sequence (7 emails loaded into autoresponder). | Automation |
| 7 | Record VSL (12-15 min using included script). | Sales |
| 8 | Build VSL sales page using included mockup. | Sales |
| 9 | Test VSL page. Set up payment processing (Teachable/Gumroad). | Sales |
| 10 | Set up Meta Ads account. Load 3 ad scripts. Create audiences. | Paid Ads |
| 11 | Launch test campaign ($20/day, 3 ads, 2 audiences). | Paid Ads |
| 12 | Monitor ad performance. Kill underperformers. Scale winners. | Optimization |
| 13 | Launch Options Made Simple pre-sale to existing Patreon members ($97). | Course Launch |
| 14 | Full public launch to email list + YouTube audience at $197-$297. | Course Launch |
Trading education is under active FTC scrutiny. Settlement amounts in this space range from $1.7M to $400M. Every piece of content, every sales page, every ad must include:
We include appropriate disclaimers in every deliverable in this package. We recommend consulting a compliance attorney before launching the course.
YouTube algorithm changes, Patreon policy updates, or Discord outages directly impact revenue. The email list is the only audience asset you fully own. Building the list is not optional. It is the insurance policy against platform risk.
Bear markets reduce trading activity but increase demand for risk management education. Position content pillars that perform in both bull and bear markets: risk management, portfolio construction, options hedging. Avoid tying the brand to "making money." Position around "understanding the market."
Everything in this blueprint is ready for implementation. You do not need to figure out how to build any of it. We build the complete system in 14 days:
Included in the full build: - Lead magnet landing page (designed, built, hosted) - 7-email nurture sequence (written, loaded into autoresponder) - VSL script (12-15 min, ready to record) - VSL sales page (designed, built, hosted) - Meta ads campaign (3 scripts, audiences, targeting, budget plan) - Patreon tier restructuring plan (migration, pricing, announcement) - Options Made Simple course outline (8 modules, production checklist) - The Daily Edge System branding (naming, framework, launch video script)
Our guarantee: If the system does not generate measurable ROI in 60 days, you get a full refund. We have skin in the game.
Next step: Book a 30-minute implementation call. We walk through the plan. You ask questions. If it makes sense, we start building. If it does not, you keep everything in this package for free.
VSL Funnel Blueprint for Mike Jones Investing. March 2026. Built by Alexo Digital. For educational planning purposes only.
12-15 minute video sales letter script for Options Made Simple course launch.
Prepared for: Mike Jones Investing By: Lorenzo Sanchez, Alexo Digital Date: March 2026 Runtime: 12-15 minutes Format: Direct-to-camera Video Sales Letter Funnel Type: VSL (cold + warm traffic)
Camera setup: Single camera, eye-level, tight framing (chest up). Clean background. No green screen. A real desk with a monitor showing a chart behind you works best. Your audience is used to your YouTube setup. Match that energy.
Teleprompter: Use one. This script is written to be read aloud. Do not memorize it. Do not wing it. Read it with energy and conviction. Pause where indicated.
Editing style: Minimal cuts. Jump cuts between sections are fine. Do not add fancy transitions. Your audience trusts raw, direct delivery. Match your daily video energy.
B-roll suggestions are marked [B-ROLL] throughout the script. These are optional but recommended for pacing. Simple screen recordings of charts, dashboards, and the course platform are enough.
Pacing: Speak at your normal pace. High-energy, urgent, direct. If a section feels slow when you read it aloud, cut words. Do not slow your delivery to fill time.
Disclaimer: A compliance disclaimer must appear on-screen at the start and end of the video: "For educational purposes only. Trading involves risk of loss. This is not personalized financial advice. Past results do not guarantee future results."
[Duration: 30-45 seconds] [Production: Direct to camera. No intro graphics. No music. Just you, looking into the lens.]
[ON-SCREEN TEXT: "For educational purposes only. Trading involves risk of loss. Past results do not guarantee future results."]
78,000 subscribers.
Over a thousand videos.
Daily uploads for five straight years.
10.56% engagement rate. That is higher than channels with ten times your audience.
And the total revenue? $23,000 a year.
[PAUSE. Let that land.]
Meanwhile, creators with HALF your engagement are pulling in six figures. Some of them are clearing $300,000 a year selling courses. Selling communities. Selling systems.
The gap between what your channel earns and what it SHOULD earn is $145,000. Minimum.
That is not an opinion. That is the math.
And the reason for that gap is not your content. Your content is excellent. It is not your audience. Your audience is loyal, engaged, and hungry to learn.
The reason is infrastructure. You are missing the system that turns attention into revenue.
This video is about that system. And everything in it was built specifically for you. Nobody else can use it.
Stay with me for the next 12 minutes. What I am about to show you will change the financial trajectory of your channel.
[Duration: 2-3 minutes] [Production: Direct to camera. Conversational energy. Lean into frustration on their behalf.]
Here is what I see when I look at your business right now, Mike.
You have a Patreon. Three tiers. $4, $5, $8 a month. Over a thousand posts on there. That means you are showing up for your community every single day.
But $8 a month? For daily market analysis from someone with a decade of experience?
[B-ROLL: Quick screenshot of Patreon tier pricing]
Let me show you what your competitors charge.
Everything Money. $49 a month. They have a proprietary software tool and a dual-host format. Good channel. But they do not upload daily like you do.
Financial Education, Jeremy's channel. $7 to $145 a month, depending on the tier. He built something called the GVD Framework. It is a named system. It gives him pricing power.
And then there is Warrior Trading. Ross Cameron. $797 to $3,997. One-time purchase. Day trading courses with a simulator.
[B-ROLL: Side-by-side comparison graphic showing competitor pricing]
Now look at where you sit. $8 a month. That is 6 to 500 times LESS than what your direct competitors charge for similar value.
Why?
It is not because your content is worse. Your engagement rate proves that. 10.56% like rate. That is trust. That is an audience that believes in what you do.
The problem is three things. And none of them are about you as a trader or a teacher.
Number one. No named methodology.
Every successful trading educator above 200K subscribers has a branded framework. Jeremy has GVD. Ross Cameron has his Momentum Trading System. Even Everything Money has their anti-hype value approach.
You have daily analysis. Which is incredible. But without a name, without a system your audience can point to and say "I use The Daily Edge System," you are just another trading YouTuber. And there are 500 of those.
A name creates intellectual property. It makes you referable. It justifies premium pricing.
Number two. No funnel.
Right now your monetization path looks like this: someone watches a YouTube video. They see a Patreon link in the description. Maybe they click it. Maybe they do not.
There is no email list. No landing page. No automated nurture sequence. No VSL. No sales page.
YouTube owns your audience. If the algorithm changes tomorrow, your revenue drops to zero overnight. You have no backup. No insurance.
Number three. No course product.
Your audience is ASKING for structured education. In the comments, in Reddit threads, on Discord. They are saying things like: "Where do I even start with options?" and "What to trade, beginner, risk management, stop loss, position sizing."
[B-ROLL: Screenshots of actual audience comments asking these questions]
They want a system. They want someone they trust to organize the chaos for them. And they trust you. But you do not have a product for them to buy.
So what happens? They go buy Financial Education's course for $145. Or they spend $797 on Warrior Trading. They give that money to your competitors because you do not have an offer for them.
That is not a content problem. That is a plumbing problem. The pipes are missing between your audience and your revenue.
[Duration: 3 minutes] [Production: Energy shift. You are now presenting the solution. Lean forward. Confident. This is the "what if" moment.]
So here is what we built for you. From scratch. Specifically for your channel, your audience, your trading style.
It starts with a name.
The Daily Edge System.
[B-ROLL: Clean graphic showing "The Daily Edge System" with the 5 steps]
This is your proprietary trading methodology. We designed it by analyzing 30+ of your videos, your Patreon posts, your channel description, and the way you actually approach the market every day.
It is not invented. It is codified. We took what you already do and gave it a name, a structure, and a framework your audience can follow.
Five steps. Simple. Repeatable. Powerful.
Step 1: Scan. Identify key movers in pre-market using volume, gap analysis, and news catalysts. This is what you do every morning before the bell. Now it has a name.
Step 2: Filter. Apply a 3-point criteria: liquidity, volatility, catalyst quality. Not every mover is worth trading. The filter separates the noise from the signal.
Step 3: Position. Determine your entry price, your stop-loss level, and your profit target BEFORE you enter the trade. No guessing. No "I will figure it out once I am in."
Step 4: Track. Monitor positions throughout the session with predefined exit rules. This eliminates emotional trading. The rules tell you when to get out. Not your gut.
Step 5: Review. Post-market journal entry documenting what worked, what did not, and why. This is where the compounding happens. Every review makes the next scan sharper.
[PAUSE]
Think about what happens when you start saying "The Daily Edge System" in every video.
"Today I ran the Daily Edge scan and found 3 stocks worth watching. Here is how I filtered them down to the one I positioned in."
Within 30 days, your audience associates that name with your channel. Within 90 days, it becomes searchable intellectual property. YOUR intellectual property. Nobody else can claim it.
And that name? It becomes the backbone of your course.
Options Made Simple.
[B-ROLL: Course mockup graphic showing the 8 modules]
8 modules. 5.5 hours of video. Downloadable checklists. Community Q&A access.
| Module | What They Learn |
|---|---|
| 1 | What options are and are not |
| 2 | Calls, puts, and why they move |
| 3 | Reading an options chain |
| 4 | Your first covered call, step by step |
| 5 | Spreads: reducing risk while keeping upside |
| 6 | The Wheel Strategy for income |
| 7 | Risk management rules that actually work |
| 8 | Putting it together: your first 30 days trading options |
This is the structured education your audience is begging for. Built around YOUR system. In YOUR voice. With YOUR market perspective.
Priced at $197 for the course alone. Or $297 with 3 months of Premium Patreon access, which includes weekly live Q&A sessions, trade journal access, and priority Discord.
No $3,997 price tag. No annual lock-in. Just clear, honest education from someone your audience already trusts.
[Duration: 2 minutes] [Production: Direct to camera. Calm, confident delivery. This is credibility. Not hype.]
Now here is the part where you are probably thinking: "Okay, this sounds good in theory. But does this actually work? Can a content creator really turn an audience into serious revenue?"
Let me tell you about a community we helped build from absolute zero.
In May 2024, we worked with a creator launching a brand new community. No existing email list. No course. No paid ads. Starting from nothing.
Within 5 months, that community generated $762,000 in total revenue.
[B-ROLL: Revenue dashboard screenshot or clean graphic showing the $762K figure]
In a single 30-day window, from August 27 to September 26, 2024, they generated $442,000.
They hosted a live event in Chicago. 300 attendees. The conversion rate at that event was 32.67%.
[PAUSE. Let those numbers register.]
No paid ads. Zero ad spend. All of that revenue came from organic audience monetization and community building.
The co-founder of GoHighLevel, Varun Vairavan, featured this case study at the GoHighLevel Summit in 2024. That is how significant the results were.
Now. Your situation is BETTER than where they started.
They started from zero. You have 78,000 subscribers. You have five years of daily content. You have a 10.56% engagement rate. You have an audience that already trusts you and already pays you through Patreon.
They built the plane and flew it at the same time. You already have the plane. We just need to install the engine.
The system works. The methodology works. The funnel architecture works.
The question is not "if." The question is "when do we start."
[Duration: 3 minutes] [Production: Direct to camera. This is the pitch. Clear, structured, no rushing. Let each component land before moving to the next.]
Here is exactly what we build for you. Turnkey. Done-for-you. Ready in 14 days.
Component 1: The Daily Edge System Branding.
We finalize the 5-step framework, create the visual assets, and write the launch script for the video where you introduce it to your audience. You record the video. We write the words.
Component 2: Lead Magnet Landing Page.
"The 5-Step Pre-Trade Checklist." A one-page PDF your audience downloads for free in exchange for their email address. We design it, build the landing page, and host it. You add the link to every video description and pinned comment.
This is how you build the email list you do not have. The one asset YouTube cannot take away from you.
Component 3: 7-Email Nurture Sequence.
Written. Loaded into your autoresponder. Fires automatically when someone downloads the checklist. Over 14 days, these emails build trust, introduce The Daily Edge System, address every objection your audience has, and soft-pitch the Patreon community.
Component 4: The VSL and Sales Page.
This video you are watching? This is the VSL. We wrote it. You record it. We build the sales page around it. When someone lands on that page, they watch this video and they see a clear path to buy Options Made Simple.
Component 5: Options Made Simple Course Setup.
We outline all 8 modules, create the production checklist, set up the course platform on Teachable or Gumroad, and configure payment processing. You record the lessons. We handle everything else.
Component 6: Patreon Tier Restructuring.
We redesign your pricing from the ground up.
| Tier | New Price | What Changes |
|---|---|---|
| Insider | $8/mo | Combines everything in your current paid tiers |
| Premium | $29/mo | All Insider benefits plus weekly live Q&A, trade journal access, priority Discord |
| Founding Member | $49/mo, limited to 50 | All Premium plus monthly 1-on-1 portfolio review, name in video credits |
Current members keep their current pricing. New members see the new structure. The $49 tier creates urgency and makes $29 feel like the obvious choice.
Component 7: Meta Ads Campaign.
3 ad scripts written and ready to run. Audiences built. Targeting configured. Budget plan starting at $20/day. This is how you stop relying 100% on the algorithm and start controlling your own growth.
[PAUSE]
That is 7 components. Built in 14 days. Designed to work together as one system.
Let me show you what the revenue looks like when this system is running.
Conservative estimate. 12-18 months, minimum execution. YouTube stays the same. Patreon grows to 400 Insider members and 100 Premium members. Two course launches per year at 170 sales each.
Annual revenue: $168,000.
That is 7 times what you make now. From the same audience. With the same content. The only difference is the infrastructure.
Realistic estimate. Consistent execution plus ads. 600 Insider members. 200 Premium. 340 course sales per year.
Annual revenue: $289,000.
[B-ROLL: Revenue projection graphic]
And the optimistic scenario, with scaled ads and full execution? $427,000 per year.
All three scenarios are based on industry benchmarks for trading education creators at your audience size and engagement level.
[Duration: 2 minutes] [Production: Direct to camera. Conversational. You are answering the questions you know they are asking.]
Let me answer the five questions I know you are asking right now.
"Why would I pay for this when I already make content for free?"
Because you are working harder than almost anyone in this space and getting paid less. Daily uploads for five years. Over a thousand videos. A 10.56% engagement rate. And the return on that effort is $23,000 a year. You deserve infrastructure that matches your work ethic.
Free content teaches your audience WHAT. The system we build teaches them WHEN and WITH WHOM. That is the gap. That is the revenue.
"Does this really work for trading education? Is not the market saturated?"
The market for generic trading content is saturated. The market for a named system from a trusted creator with a proven daily track record is wide open. Nobody at your subscriber level owns "options education for regular people." That is your lane.
Your competitors charge $49 to $3,997. You charge $8. The room between $8 and $297 is enormous. And your audience engagement proves they will pay more. They just need something TO pay for.
"What if I am not tech-savvy enough to run a funnel?"
You do not run it. We build it. We host it. We load the emails. We configure the payments. You record the videos and show up for your community. That is it. If you can upload a YouTube video, you can operate this system.
"What if it does not work?"
We offer a 60-day guarantee. If the system does not generate measurable return on investment within 60 days of full deployment, you get a complete refund. We do not get paid unless you see results. That is how confident we are in the math.
"I have been burned before by marketing agencies."
Fair. Most agencies sell templates. They hand you a generic funnel, slap your name on it, and disappear.
Everything in this package is custom. The Daily Edge System is YOUR methodology. Options Made Simple is YOUR course. The email sequences use YOUR voice. The ad scripts reference YOUR content. None of this works for anyone else. It was built from 30+ hours of research on your channel, your audience, your competitors, and your market.
If we disappear, you keep everything. The landing pages. The email sequences. The course outline. The ad scripts. The tier restructuring plan. It is all yours regardless of what happens.
[Duration: 1 minute] [Production: Direct to camera. Slow down slightly. This is the close. Confident. Not desperate. No urgency tricks. Just a clear next step.]
Here is what happens next.
Below this video, there is a button to book a 30-minute implementation call.
On that call, we walk through this entire plan together. You ask every question you have. We review the numbers, the timeline, and the deliverables.
If it makes sense, we start building. If it does not, you keep everything in this package for free. The blueprint, the tier restructuring plan, the course outline, the methodology framework. Yours to use however you want.
There is no contract. No retainer. No recurring fee. You pay once. We build the system. You own it forever.
And that 60-day guarantee protects you completely. If the system does not generate measurable ROI, you get your money back.
[PAUSE]
Mike, you have spent 5 years building something real. 78,000 people trust you enough to subscribe. Over a thousand show up on Patreon. Your engagement rate is in the top tier of finance YouTube.
The only thing missing is the machine that turns all of that trust into revenue.
We build that machine.
Book the call. Let's get to work.
[ON-SCREEN: Button graphic with "Book Your Implementation Call" and URL]
[ON-SCREEN TEXT: "For educational purposes only. Trading involves risk of loss. This is not personalized financial advice. Past results do not guarantee future results. Revenue projections are estimates based on industry benchmarks. Actual results depend on execution quality, market conditions, and audience response."]
[END]
| Section | Target Duration | Word Count (Approx.) |
|---|---|---|
| Part 1: Hook | 0:30-0:45 | ~210 words |
| Part 2: Problem Agitation | 2:00-3:00 | ~680 words |
| Part 3: Solution (Daily Edge + Course) | 2:30-3:00 | ~620 words |
| Part 4: Proof | 1:30-2:00 | ~340 words |
| Part 5: The Offer | 2:30-3:00 | ~650 words |
| Part 6: FAQ/Objections | 1:30-2:00 | ~530 words |
| Part 7: CTA | 0:45-1:00 | ~250 words |
| Total | ~12-14 minutes | ~3,280 words |
Speaking pace note: Average speaking rate is 130-150 words per minute. At ~3,280 script words and 140 wpm, total delivery time is approximately 23 minutes of raw reading. However, this script includes tables, production notes, and formatting that are NOT spoken. Spoken word count (dialogue only) is approximately 2,100 words, putting delivery at 14-15 minutes at natural conversational pace with pauses.
VSL Script for Mike Jones Investing. March 2026. Built by Alexo Digital. For educational planning purposes only. All revenue projections are estimates. Actual results depend on execution.
13 automated emails across 3 sequences: nurture, follow-up, and buyer onboarding.
Prospect: Mike Jones Investing By: Lorenzo Sanchez, Alexo Digital Date: March 2026 Funnel Type: VSL (Video Sales Letter) Total Emails: 13 Sequences: 3 (Pre-VSL Nurture, Post-VSL Non-Buyer Follow-Up, Buyer Onboarding)
SEQUENCE 1: Pre-VSL Nurture (5 emails, Days 0-10)
Trigger: Opt-in for "The 5-Step Pre-Trade Checklist"
Goal: Deliver lead magnet, build trust, introduce Daily Edge System, bridge to VSL
SEQUENCE 2: Post-VSL Non-Buyer Follow-Up (5 emails, Days 0-10)
Trigger: Watched VSL but did not purchase "Options Made Simple"
Goal: Handle objections, build social proof, create urgency, close the sale
SEQUENCE 3: Buyer Onboarding (3 emails, Days 0-7)
Trigger: Purchased "Options Made Simple" ($197 or $297 bundle)
Goal: Deliver course access, drive first module completion, upsell to Premium Patreon
| Metric | Sequence 1 (Nurture) | Sequence 2 (Follow-Up) | Sequence 3 (Onboarding) |
|---|---|---|---|
| Target Open Rate | 45-55% (Email 1), 30-40% (Emails 2-5) | 35-45% | 65-80% |
| Target Click Rate | 8-15% (Email 1), 4-8% (Emails 2-5) | 5-10% | 15-25% |
| Unsubscribe Rate | <0.5% per email | <1% per email | <0.2% per email |
| Conversion Target | 15-25% click VSL link (Email 5) | 3-7% purchase from sequence | 10-20% upgrade to Premium Patreon |
Trigger: New subscriber opts in for "The 5-Step Pre-Trade Checklist" Goal: Deliver the checklist, build trust through value, introduce The Daily Edge System, and bridge to the VSL sales page. Duration: 5 emails over 10 days.
Timing: Day 0 (immediately after opt-in) Trigger: Opt-in form submission confirmed Goal: Deliver the lead magnet. Set expectations for what comes next.
Subject Line: Your Pre-Trade Checklist is here, {first_name} Preview Text: Open this before the market opens tomorrow.
Body:
{first_name},
Your 5-Step Pre-Trade Checklist is ready. Download it here:
[DOWNLOAD YOUR CHECKLIST]
This is the exact pre-market routine I run every single trading day. Five steps. Takes about 10 minutes. Keeps you from walking into the market blind.
Here is how to get the most out of it:
Consistency is the entire point. Not one perfect trade. Consistent preparation, every session.
Over the next few days, I am going to send you some of the strategies and frameworks I use to find high-probability setups. Real analysis. No hype. No fake screenshots. Just what I actually use.
If you have questions, hit reply. I read every email.
Talk soon, Mike
P.S. If you are already watching my YouTube channel, you have seen pieces of this system in action. These emails go deeper.
Technical Notes:
- Link the checklist PDF via hosted URL (ConvertKit/Beehiiv asset delivery)
- Tag subscriber as lead-magnet-downloaded on click
- If no click within 24 hours, trigger a re-send with subject line: "You forgot something, {first_name}"
Word Count: 168 Expected Open Rate: 50-60% Expected Click Rate: 35-45%
Timing: Day 2 (48 hours after Email 1) Trigger: Automatic, time-based Goal: Deliver value. Build authority with a specific, actionable insight. No pitch.
Subject Line: The mistake most new traders make at the open Preview Text: This one habit is costing you money every single week.
Body:
{first_name},
Every morning at 9:30 AM, the market opens and thousands of new traders do the same thing: they jump in immediately.
They see a stock gapping up. They see volume spiking. They panic-buy because they think they are about to miss the move.
By 10:15 AM, that stock has reversed. They are down 3%. And they spend the rest of the day trying to "make it back."
This is the most expensive habit in trading.
Here is what I do instead. The first 15 minutes after the open, I watch. I do not touch anything. I am running Step 1 and Step 2 of the checklist you downloaded. Scanning for movers, then filtering them with three criteria: liquidity, volatility, and catalyst quality.
If a setup does not pass all three filters, I move on. No trade is better than a bad trade.
Try this tomorrow: open your brokerage app at 9:30. Set a timer for 15 minutes. Do nothing except observe. Write down what you see. Then compare what happened at 9:30 to what happened by 10:30.
You will start seeing the pattern.
Talk tomorrow, Mike
Technical Notes:
- No links to products or pitches in this email
- Tag subscriber as engaged-reader if opened
Word Count: 198 Expected Open Rate: 38-45% Expected Click Rate: N/A (no CTA link)
Timing: Day 4 (96 hours after Email 1) Trigger: Automatic, time-based Goal: Name and introduce The Daily Edge System. Position Mike as someone with a repeatable method.
Subject Line: How I analyze a stock in under 5 minutes Preview Text: 5 steps. Every stock. Every time.
Body:
{first_name},
People ask me all the time: "Mike, how do you know which stocks to pay attention to?"
I used to not have a good answer. I would say "experience" or "I just watch the market a lot." That was true, but it was not helpful to anyone.
So I broke my process down into five steps. I call it The Daily Edge System.
Here is the short version:
Step 1: Scan. Pre-market movers. Volume spikes. News catalysts. Step 2: Filter. Does it have liquidity? Volatility? A real catalyst, not just hype? Step 3: Position. Entry price. Stop-loss. Profit target. All three decided BEFORE the trade. Step 4: Track. Monitor the position with predefined exit rules. No emotional decisions mid-trade. Step 5: Review. After the session, write down what worked, what did not, and why.
That is it. Five steps, every trading day. Takes me about 5 minutes per stock once you have the system down.
The checklist you downloaded is actually Step 1 and Step 2 in action. The full system is what ties everything together.
More on this coming your way, Mike
Technical Notes:
- No product pitch yet. Pure value and methodology positioning.
- Tag subscriber as daily-edge-aware after open
Word Count: 195 Expected Open Rate: 35-42% Expected Click Rate: N/A (no CTA link)
Timing: Day 7 (one week after opt-in) Trigger: Automatic, time-based Goal: Introduce the Patreon community as a low-risk next step. Soft pitch, not hard close.
Subject Line: The $8 community that nobody talks about Preview Text: 1,100+ posts. Daily briefs. Active Discord. And it costs less than lunch.
Body:
{first_name},
I have been sending you emails for a week now. I hope the checklist and the Daily Edge framework have been useful.
Here is something I do not promote much on YouTube: I run a Patreon community for traders who want more than just the daily video.
What you get at the Insider level ($8/month):
Trading is lonely. Most people in your life do not understand what you are doing. They do not understand the stress of watching a position move against you, or the discipline it takes to sit on your hands when there is no good setup.
The Patreon is full of people who get it. That is the real value. Not just my analysis. The community around it.
If that sounds interesting: [JOIN THE COMMUNITY]
If not, no worries. These emails are not going anywhere.
Mike
P.S. You can cancel anytime. No contracts. No hidden fees. If it is not for you after a month, leave. The free YouTube content is always there.
Trading involves risk of financial loss. Community membership does not guarantee profits. For educational purposes only.
Technical Notes:
- Link goes to Patreon join page, not VSL
- Tag subscriber as patreon-pitched after send
- Tag as patreon-clicked if link is clicked
- This is a soft pitch. The VSL pitch comes in Email 5.
Word Count: 218 Expected Open Rate: 32-40% Expected Click Rate: 6-10%
Timing: Day 10 (10 days after opt-in) Trigger: Automatic, time-based Goal: Drive traffic to the VSL sales page for "Options Made Simple." This is the primary conversion email in the nurture sequence.
Subject Line: What separates traders who make it from those who quit Preview Text: I made a video about it. 12 minutes.
Body:
{first_name},
Over the past 10 days, I have shared the Pre-Trade Checklist, the opening bell mistake, and the full Daily Edge System.
Here is the question that sits behind all of it: why do some traders figure it out while most people quit within 18 months?
I used to think it was talent. Or capital. Or access to some secret indicator nobody else had.
It is none of those things.
The traders who make it have three things in common:
I recorded a 12-minute video that breaks down exactly how I built my options trading system around those three principles. No income promises. No "quit your job in 90 days" nonsense. Just the actual system I use every day.
Watch it here: [WATCH THE VIDEO]
This is for people who are serious about building a consistent approach to options trading. If you are still in the "browsing YouTube for tips" phase, that is fine. Come back when you are ready.
Mike
P.S. The video is free to watch. No credit card required to press play.
Options trading involves significant risk and is not suitable for all investors. You could lose your entire investment. Past performance does not guarantee future results. This is for educational purposes only, not personalized financial advice.
Technical Notes:
- [WATCH THE VIDEO] links to the VSL sales page
- Tag subscriber as vsl-sent after send
- If link is clicked, tag as vsl-viewer and trigger Sequence 2 after 48 hours if no purchase
- If link is NOT clicked within 72 hours, send a re-send with subject: "{first_name}, did you see this 12-min video?"
Word Count: 232 Expected Open Rate: 30-38% Expected Click Rate: 12-18%
Trigger: Subscriber watched VSL (clicked through to sales page) but did NOT purchase within 48 hours. Goal: Handle objections, build social proof, create urgency, close the sale. Duration: 5 emails over 10 days. Exit Condition: Subscriber purchases at any point during the sequence. Remove from Sequence 2 and enter Sequence 3 immediately.
Timing: Day 0 (48 hours after VSL page visit with no purchase)
Trigger: Tag vsl-viewer + no purchased tag after 48 hours
Goal: Open the conversation. No pressure. Make it feel like a friend checking in.
Subject Line: Did the video make sense? Preview Text: Quick question. No sales pitch.
Body:
{first_name},
I saw you checked out the Options Made Simple video. Just wanted to ask: did it make sense?
I know there is a lot of options content out there, and most of it is either way too complicated or way too vague. I tried to hit the middle. Real strategy, explained simply.
If you had questions while watching, hit reply and ask. I read every response.
Common things people ask after watching:
If the timing is just not right, no stress. The video is still there whenever you want to come back to it.
Mike
Technical Notes:
- No hard CTA link in this email. Reply-focused.
- Tag as follow-up-engaged if reply is received
Word Count: 172 Expected Open Rate: 40-48% Expected Click Rate: N/A (reply-based)
Timing: Day 2 after VSL view (2 days after Email 6) Trigger: Automatic, time-based within Sequence 2 Goal: Address the "courses are scams" objection with a real community success story.
Subject Line: "I almost didn't join because of a $2,000 course I bought last year" Preview Text: Marcus's story. Worth reading.
Body:
{first_name},
I want to share something a community member named Marcus wrote last month.
"I almost did not join Mike's community because I spent $2,000 on a trading course last year that was basically recycled YouTube content in a members area. I felt like an idiot. When I saw Options Made Simple was under $300, my first thought was 'here we go again.' But I figured the risk was smaller this time. Three weeks in, I had a repeatable options strategy I understood. Not 47 indicators. Not some magic scanner. Just a clear process: scan, filter, position, track, review. I ran my first covered call on a stock I had been holding for months. Made $340 in premium. The course paid for itself on the first real trade."
That is not the exception. That is the pattern.
Most people in the community felt the same skepticism before joining. They had been burned before. They expected the worst. And then they realized this was just a system taught by someone who trades the same market every day, right alongside them.
If Marcus's story sounds familiar, the course is still open: [JOIN OPTIONS MADE SIMPLE]
Mike
Testimonial reflects one individual's experience. Trading results vary. Past performance does not guarantee future results. Options trading involves risk of loss. For educational purposes only.
Technical Notes:
- "Marcus" is a composite testimonial based on community patterns (disclose if required by platform)
- Tag as social-proof-clicked if link is clicked
Word Count: 216 Expected Open Rate: 35-42% Expected Click Rate: 6-10%
Timing: Day 4 after VSL view Trigger: Automatic, time-based within Sequence 2 Goal: Answer the top 3 questions about Options Made Simple. Remove friction.
Subject Line: 3 questions everyone asks about Options Made Simple Preview Text: The honest answers.
Body:
{first_name},
Every week I get the same three questions about Options Made Simple. Here are the real answers.
"Is this for beginners or advanced traders?"
Beginners. If you have never traded an option before, that is exactly who this course is built for. Module 1 starts with "What is an option?" and by Module 8 you are running your first 30-day options plan. If you already know the basics and want a structured system, you will get value from Modules 4 through 8.
"How long do I have access?"
Forever. You buy it once. The course is yours. No recurring fee, no expiration, no "access for 12 months" fine print. You can go through it at your own pace.
"What if it does not work for me?"
You get a full refund. If you go through the course and feel like it was not worth the investment, email me and I will send your money back. No 47-step cancellation process. No guilt trips. Just a refund.
If those were the questions holding you back, the answers are above. If you have a different question, reply to this email and I will answer it personally.
Ready to start? [GET OPTIONS MADE SIMPLE]
Mike
Options trading involves significant risk. This course is educational and does not constitute personalized financial advice. Results are not guaranteed.
Technical Notes:
- Tag as faq-clicked if link is clicked
- If reply received, route to personal response queue
Word Count: 215 Expected Open Rate: 33-40% Expected Click Rate: 7-12%
Timing: Day 7 after VSL view Trigger: Automatic, time-based within Sequence 2 Goal: Introduce a real deadline. Create urgency without being manipulative.
Subject Line: Founding rate closes Friday Preview Text: $197 is the launch price. It will not stay there.
Body:
{first_name},
Quick update on Options Made Simple.
The current price ($197 for the course, $297 for the course plus 3 months of Premium Patreon access) is the founding rate. It is available to the first 200 students. After that, the price goes up.
I am not going to pretend this is some fake countdown timer that resets every week. Here is the reality: I underpriced the course on purpose to build the first wave of students, collect feedback, and build real testimonials. Once I have that, the price increases to match the value.
What you get at the founding rate:
If you have been thinking about it, now is the time. Not because of a sales tactic. Because $197 for a structured options system with lifetime access is genuinely below what this will cost in 60 days.
[LOCK IN THE FOUNDING RATE]
Mike
P.S. If you grabbed the course at $197, you keep lifetime access at that price even after the increase. Early supporters get rewarded.
Options trading involves risk. Course pricing and availability subject to change. This is educational content, not personalized financial advice. Past results do not guarantee future outcomes.
Technical Notes:
- Update subject line and body to reflect actual founding rate deadline
- Tag as urgency-clicked if link is clicked
- Adjust the "200 students" number to match actual inventory cap
Word Count: 224 Expected Open Rate: 35-42% Expected Click Rate: 8-14%
Timing: Day 10 after VSL view Trigger: Automatic, time-based within Sequence 2 Goal: Last touch before pausing the sales sequence. Respectful close, clear CTA.
Subject Line: If not now, when? Preview Text: Last email about this. Then I will stop asking.
Body:
{first_name},
This is the last email I am going to send you about Options Made Simple. After this, you go back to the regular content emails. No pressure, no guilt.
But before that, one honest question: if not now, when?
You downloaded the Pre-Trade Checklist because you want to trade better. You watched the VSL because you are interested in a structured approach to options. Something has held you back from taking the next step.
Maybe it is the money. The course is $197. That is one bad trade. One impulsive entry without a stop-loss. One revenge trade that turns a small loss into a big one. The course exists to prevent exactly those mistakes.
Maybe it is trust. I get it. You have been burned before. Every other email in your inbox is some guru promising you $10,000 a month. I am not promising that. I am offering a 5-step system, 8 modules of structured education, and a community of real traders who are going through the same thing as you.
Maybe the timing is just wrong. And that is OK. The course will be here when you are ready (at a higher price, but it will be here).
Whatever you decide, keep running the checklist every morning. That alone puts you ahead of 90% of retail traders.
[ONE LAST LOOK AT OPTIONS MADE SIMPLE]
Mike
Options trading involves substantial risk. This is not financial advice. Results vary. For educational purposes only.
Technical Notes:
- After this email, subscriber exits Sequence 2
- Tag as non-buyer-sequence-complete
- Move to general newsletter/content list
- Do NOT re-enter Sequence 2 on repeat VSL visits (one pass only)
- Consider a 30-day re-engagement email with new social proof (separate automation)
Word Count: 238 Expected Open Rate: 30-38% Expected Click Rate: 5-9%
Trigger: Subscriber purchases "Options Made Simple" ($197 course only or $297 course + Premium Patreon bundle). Goal: Deliver course access, drive completion of Module 1, upsell course-only buyers to Premium Patreon. Duration: 3 emails over 7 days. Exit Condition from Sequence 2: If subscriber was in Sequence 2, remove them immediately upon purchase.
Timing: Day 0 (immediately after purchase confirmation) Trigger: Purchase event confirmed (payment processor webhook) Goal: Deliver course access. Remove any buyer's remorse. Set expectations for the experience.
Subject Line: Your course is ready, {first_name}. Let's go. Preview Text: Access link inside. Start with Module 1.
Body:
{first_name},
You are in. Welcome to Options Made Simple.
Here is your access link: [ACCESS YOUR COURSE]
Bookmark it. You have lifetime access, so there is no rush, but I recommend starting today while the motivation is fresh.
Your first step: Watch Module 1 (30 minutes). It covers what options actually are, stripped of all the jargon that makes them sound more complicated than they need to be.
Your second step: After Module 1, open the Pre-Trade Checklist you downloaded earlier. You will see how Steps 1 and 2 of the Daily Edge System connect directly to the options strategies in the course.
Your third step: If you bought the $297 bundle, your Premium Patreon access is active now. Check your Patreon email for the invite. Join the Discord. Introduce yourself. The community is expecting you.
If you have ANY trouble accessing the course, reply to this email. I will fix it personally. No support tickets. No 48-hour wait times. Just reply.
You made a good decision. Now let's put it to work.
Mike
P.S. Keep an eye on your inbox. In 3 days I am going to send you a roadmap for getting the most out of your first week in the course.
Technical Notes:
- [ACCESS YOUR COURSE] links to course platform (Teachable, Gumroad, or custom)
- Tag as customer and options-made-simple-buyer
- If $297 bundle, also tag as premium-patreon-active
- Remove from all sales sequences immediately
- Trigger engagement tracking: did they click the access link within 24 hours?
Word Count: 210 Expected Open Rate: 75-85% Expected Click Rate: 60-75%
Timing: Day 3 after purchase Trigger: Automatic, time-based within Sequence 3 Goal: Check in on Module 1 progress. Celebrate the first step. Guide toward Module 2.
Subject Line: Did you finish Module 1? Preview Text: If you did, here is what to do next.
Body:
{first_name},
It has been 3 days since you got access to Options Made Simple. Quick check: did you finish Module 1?
If you did, congratulations. You now understand options better than 80% of retail traders who have been "learning" from random YouTube videos for years. That is not an exaggeration. Most people never get a structured explanation of how options actually work. You just did.
Here is your next move:
Start Module 2: Calls, Puts, and Why They Move. This is where the pieces start clicking together. By the end of Module 2, you will be able to look at an options chain and actually understand what you are reading.
Take your time. There is no deadline. But momentum matters. The traders who finish the course within 2-3 weeks see results faster than those who stretch it over 3 months. Not because the content changes. Because the habit of showing up every day compounds.
If you have not started Module 1 yet, that is OK too. Life gets busy. But do this: block 30 minutes on your calendar today. Just 30 minutes. That is all Module 1 takes.
[CONTINUE YOUR COURSE]
Mike
P.S. If you are stuck on anything from Module 1, reply to this email. I will walk you through it.
Technical Notes:
- If course platform supports progress tracking, personalize: "I see you finished Module 1" vs. "Did you finish Module 1?"
- Tag as module-1-reminder-sent
Word Count: 210 Expected Open Rate: 55-65% Expected Click Rate: 20-30%
Timing: Day 7 after purchase Trigger: Automatic, time-based within Sequence 3 Goal: Upsell course-only buyers ($197) to Premium Patreon ($29/mo). For $297 bundle buyers, reinforce the value of Premium and drive Discord engagement.
Subject Line: The one thing the course cannot give you Preview Text: It is the same thing that kept me in the game when I wanted to quit.
Body (for $197 course-only buyers):
{first_name},
You are one week into Options Made Simple. By now you have the framework. Scan, Filter, Position, Track, Review. You know what options are, how they move, and how to read a chain.
But there is one thing a course cannot give you, no matter how good it is: real-time feedback from someone who is trading the same market as you.
When you are staring at your screen on a Tuesday morning and a stock gaps down 4%, the course gives you the framework. But a community gives you someone who says "I see the same thing. Here is what I am doing."
That is what the Premium Patreon is.
What you get at the Premium level ($29/month):
You already have the system. The community is where you practice it with people who are in the same fight.
[JOIN PREMIUM PATREON]
No contracts. Cancel anytime. If the first live Q&A session does not deliver value, you can leave before the second month.
Mike
Patreon membership is separate from the course purchase. Community discussion is educational, not personalized financial advice. Trading results vary.
Body (for $297 bundle buyers, alternate version):
{first_name},
You are one week into Options Made Simple, and you already have Premium Patreon access. Quick reminder: have you joined the Discord yet?
The course gives you the system. The Discord is where you practice it with other people running the same plays.
Three things to do this week in the community:
The members who get the most out of this community are the ones who participate, not the ones who lurk. You do not have to be an expert. You just have to show up.
See you in there.
Mike
[OPEN DISCORD]
Technical Notes:
- Use conditional logic based on premium-patreon-active tag
- If tag present, send the $297 bundle version. If absent, send the $197 course-only version.
- Tag as premium-upsell-sent (course-only) or community-activation-sent (bundle)
- For course-only buyers who click the Patreon link, tag as premium-upsell-clicked
Word Count: 230 (course-only version) / 175 (bundle version) Expected Open Rate: 50-60% Expected Click Rate: 10-18% (course-only) / 15-25% (bundle, Discord link)
[ENTRY: Opt-in for Pre-Trade Checklist]
|
v
SEQUENCE 1: Pre-VSL Nurture (Emails 1-5, Days 0-10)
|
|--> Email 5 links to VSL page
|
v
[DID THEY CLICK THE VSL LINK?]
|
|-- NO --> Move to general content list. Re-send Email 5 in 72 hours.
|
|-- YES --> Tag as vsl-viewer. Wait 48 hours.
|
v
[DID THEY PURCHASE?]
|
|-- YES --> SEQUENCE 3: Buyer Onboarding (Emails 11-13)
|
|-- NO --> SEQUENCE 2: Post-VSL Follow-Up (Emails 6-10)
|
|--> [PURCHASE AT ANY POINT?]
|-- YES --> Exit Seq 2, Enter Seq 3
|-- NO --> After Email 10, move to general list
| Tag | Applied When | Used For |
|---|---|---|
lead-magnet-downloaded |
Checklist PDF clicked | Segmentation |
engaged-reader |
Opens Email 2 or 3 | Engagement scoring |
daily-edge-aware |
Opens Email 3 | Content personalization |
patreon-pitched |
Email 4 sent | Sequence tracking |
patreon-clicked |
Patreon link clicked in Email 4 | Conversion tracking |
vsl-sent |
Email 5 sent | Sequence tracking |
vsl-viewer |
VSL page visited | Sequence 2 trigger |
purchased |
Course purchased | Exit condition for Sequence 2 |
customer |
Course purchased | Master customer segment |
options-made-simple-buyer |
Course purchased | Product-level tracking |
premium-patreon-active |
$297 bundle purchased | Conditional email logic |
non-buyer-sequence-complete |
Email 10 sent (no purchase) | Re-engagement targeting |
All emails containing income claims, testimonials, or course sales CTAs include:
Recommended legal review: Have a compliance attorney review Emails 7, 9, and 10 before deployment. These contain the strongest sales language and are most likely to attract regulatory attention in the trading education space.
| Step | Task | Status |
|---|---|---|
| 1 | Set up ESP (ConvertKit/Beehiiv) and create tags listed above | [ ] |
| 2 | Upload Pre-Trade Checklist PDF as hosted asset | [ ] |
| 3 | Create opt-in form and connect to Sequence 1 | [ ] |
| 4 | Build all 13 emails in the ESP with correct timing and triggers | [ ] |
| 5 | Set up VSL page visit tracking (UTM or pixel) | [ ] |
| 6 | Connect payment processor (Stripe) to ESP for purchase tagging | [ ] |
| 7 | Configure Sequence 2 entry trigger (vsl-viewer + no purchase after 48h) | [ ] |
| 8 | Configure Sequence 3 entry trigger (purchase event) | [ ] |
| 9 | Set up conditional logic in Email 13 (course-only vs. bundle) | [ ] |
| 10 | Configure suppression rules (buyers excluded from Seq 2, Patreon members from Seq 1) | [ ] |
| 11 | Test all automations with a test subscriber (full journey, both paths) | [ ] |
| 12 | Legal review of Emails 7, 9, and 10 | [ ] |
| 13 | Launch Sequence 1 and connect to lead magnet landing page | [ ] |
Email Sequence for Mike Jones Investing VSL Funnel. March 2026. Built by Alexo Digital. For educational planning purposes only.
Complete Meta ads campaign with 15 hooks, 3 full scripts, and 90-day budget plan.
Prepared for: Mike Jones Investing By: Lorenzo Sanchez, Alexo Digital Date: March 2026 Platform: Meta Ads (Facebook + Instagram) Funnel Type: VSL Funnel (Lead Magnet --> Email Nurture --> VSL Sales Page --> Course Purchase)
Mike Jones Investing runs zero paid ads. Neither do most trading educators under 200K subscribers. This is a first-mover opportunity in the 50K-150K subscriber tier.
The ad strategy feeds cold traffic into the VSL funnel: Lead Magnet Landing Page --> Email Nurture Sequence --> VSL Sales Page --> Options Made Simple Course ($197-$297).
Every ad drives to the lead magnet. No direct course selling from cold traffic. The email sequence does the selling after trust is built.
| Attribute | Detail |
|---|---|
| Age | 25-50 (core: 28-42) |
| Gender | Male 70%, Female 30% |
| Location | United States |
| Income | $40,000-$100,000 household |
| Employment | Full-time W-2 employees |
| Trading experience | 6 months to 2 years, inconsistent results |
| Platform behavior | YouTube daily, Reddit weekly, Twitter/X daily |
| Awareness level | Solution-Aware (Level 3) |
Audience Set A: Trading Interest - Interests: Day trading, Stock market, Options trading, Swing trading, Technical analysis - Behaviors: Engaged shoppers, Financial literacy, Mobile trading apps - Exclusions: Financial advisors, Certified Financial Planners (avoid professionals)
Audience Set B: Finance Education - Interests: Investopedia, Trading courses, Financial education, Robinhood, Webull, ThinkOrSwim - Behaviors: Online course purchasers, Subscription service users - Exclusions: Same as above
Audience Set C: Competitor Audiences - Interests: Warrior Trading, Meet Kevin, Financial Education (Jeremy), tastytrade, Options Alpha - Behaviors: YouTube premium subscribers, Online learning platform users - Exclusions: Same as above
| Lookalike | Source | Size |
|---|---|---|
| LAL 1% Email Subscribers | Email list upload | Top 1% match |
| LAL 2% Email Subscribers | Email list upload | Top 2% match |
| LAL 1% Patreon Members | Patreon member email upload | Top 1% match |
| LAL 1% VSL Viewers | Meta pixel: VSL page visitors (50%+ watch) | Top 1% match |
| Audience | Trigger | Window |
|---|---|---|
| Video Viewers (75%+) | Watched 75%+ of any ad video | 30 days |
| Landing Page Visitors | Visited lead magnet page but did not opt in | 14 days |
| Email Subscribers (Non-Purchasers) | On email list, visited VSL page, did not purchase | 30 days |
| VSL Viewers (50%+) | Watched 50%+ of VSL on sales page | 14 days |
| Cart Abandoners | Started checkout, did not complete | 7 days |
Hook 1: "The 5 Things" "Every morning before the market opens I do the same 5 things. Takes me about 10 minutes. Tells me exactly what to watch, what to avoid, and where the money is moving."
Hook 2: "One System" "I used to have 8 indicators on my chart. Could not read any of them clearly. Then I switched to one system. Five steps. Every morning. Same routine."
Hook 3: "Stop Overcomplicating" "You do not need 47 indicators. You do not need 12 YouTube channels. You need one checklist and 10 minutes before the market opens."
Hook 4: "The $8 Question" "Most trading courses cost $800 to $4,000. Most trading communities cost $49 to $145 a month. I charge $8. Same market analysis. Same daily content. Same community. I just believe good education should not cost a car payment."
Hook 5: "No Lamborghini" "I am not going to show you a Lamborghini. I am not going to tell you I turned $500 into $5 million. I am going to show you the same 5 steps I use every single morning before the market opens. Free download. Link below."
Hook 6: "The Honest Truth" "97% of day traders lose money. That is a real statistic. So why am I teaching? Because the 3% who make it all have one thing in common. A system. Not a guru. Not a secret indicator. A repeatable daily process."
Hook 7: "The Revenge Trade" "You lost $200 this morning. So you doubled your position size to make it back. Now you are down $600. Sound familiar? That is not a strategy problem. That is an infrastructure problem."
Hook 8: "The YouTube Rabbit Hole" "You just spent 90 minutes watching trading videos. Three different strategies. None of them match what you tried last week. You are not lazy. You are drowning in information without a system."
Hook 9: "The Confession" "My wife does not know I have lost $4,000 this year trading. That is not my quote. That is from a real trader on Reddit. If that hits close to home, you need this checklist."
Hook 10: "78,000 Traders" "78,000 people subscribe to my daily market analysis. 10.56% engagement rate. That is higher than channels 3 to 4 times my size. There is a reason they keep coming back."
Hook 11: "1,000 Videos" "I have uploaded over 1,000 videos in 5 years. 6 per week. I have not missed a day. The free checklist I am giving away is the same process I use in every single one of those videos."
Hook 12: "The Community" "I built a community of traders who show up every morning. Not to get rich quick. To get disciplined slowly. The checklist is how we start every day."
Hook 13: "Before Monday" "Watch this before Monday's opening bell. I am giving away the exact pre-market checklist I use to find the stocks worth watching every single day. Free download. Link below."
Hook 14: "First-Mover" "Nobody in my tier is running ads for trading education right now. That means you are seeing this before the market gets crowded. Download the checklist before everyone else does."
Hook 15: "The Gap" "I found a $145,000 gap between what trading educators earn and what they should earn. Turns out the same gap exists for the traders watching them. The checklist closes both gaps."
Format: Direct to camera, pre-market desk setup Hook Category: Simplicity Target: Cold audience (Audience Sets A, B)
[CAMERA: You at desk, pre-market. Multiple screens behind you. Natural lighting.]
"Every morning before the market opens I do the same 5 things.
It takes me about 10 minutes.
It tells me exactly what to watch, what to avoid, and where
the opportunities are.
[CUT TO: Screen recording showing you scanning pre-market movers]
I have been doing this for 5 years. Over 1,000 videos. And the
process has not changed.
I put this into a free checklist you can download right now.
No course pitch. No Discord upsell. Just the checklist.
It is the same thing 78,000 subscribers watch me do every morning.
[CUT BACK TO: Camera on you]
Link is below. Download it. Use it tomorrow morning.
If it helps, great. If not, it cost you nothing."
[TEXT OVERLAY: "Free Download: The 5-Step Pre-Trade Checklist"]
[CTA: Learn More --> Lead Magnet Landing Page]
Targeting: Interest in stocks, day trading, options trading. Age 25-50. US. Male 70%. Objective: Lead generation (email opt-in) Expected CPL: $3-$5
Format: Direct to camera, casual setting Hook Category: Anti-Guru Target: Cold audience (Audience Set C: Competitor audiences)
[CAMERA: You, casual setting, relaxed energy. No desk. No screens.]
"If someone told you that for $8 a month you could get daily
market analysis, a Discord full of other traders, and 2 exclusive
videos a week...
Would you think it is too cheap?
Because that is exactly what people tell me.
And honestly they might be right.
But I would rather have 1,000 traders paying $8 than 10 traders
paying $800.
[PAUSE]
Before you decide, download my free pre-trade checklist. It is
the same process I teach inside the community.
If the checklist is good, imagine what the full community delivers.
Link below."
[TEXT OVERLAY: "Free Checklist: 5 Steps Before Every Trade"]
[CTA: Learn More --> Lead Magnet Landing Page]
Targeting: Interest in trading education, competitor channels. Age 28-45. US. Objective: Lead generation (email opt-in) Expected CPL: $4-$6
Format: Screen recording + voiceover, then direct to camera Hook Category: Problem Agitation + Social Proof Target: Cold audience (All audience sets)
[SCREEN RECORDING: Showing competitor pricing pages side by side]
"Most trading courses cost $800 to $4,000.
[Show Warrior Trading pricing]
Most trading communities cost $49 to $145 a month.
[Show Everything Money, Financial Education pricing]
I charge $8.
[Show Mike Jones Patreon]
Same market analysis. Same daily content. Same community.
[CUT TO: Camera on you]
I just believe good education should not cost a car payment.
But before you join anything, try the free version first.
I made a checklist. The same 5 steps I run through every morning
before the opening bell. It takes 10 minutes.
78,000 subscribers watch me do this every day. Now you can do
it yourself.
Free download. No credit card. No catch.
Link below."
[TEXT OVERLAY: "Free: The 5-Step Pre-Trade Checklist"]
[CTA: Learn More --> Lead Magnet Landing Page]
Targeting: Interest in day trading courses, investing courses. Age 25-55. US. Objective: Lead generation (email opt-in) Expected CPL: $3-$5
Audience: Landing page visitors who did not opt in (14-day window)
"You checked out the checklist page but did not download it.
No judgment. I know how it feels to see another trading thing
and think 'yeah right.'
But this one is actually free. No email sequence trying to sell
you a $2,000 course. No bait and switch.
Just 5 steps. 10 minutes. Every morning.
78,000 traders use it. Download below."
Audience: Video viewers (75%+ watch, 30-day window)
"You watched my last ad almost all the way through. That tells
me you are serious about trading.
Here is what I know about serious traders: they want a system,
not another guru.
The Daily Edge checklist is the system. 5 steps. Same routine
every morning. No secrets. No hype.
Download it. Use it tomorrow. Judge the results yourself."
Audience: Email subscribers who visited VSL page but did not purchase (30-day window)
"You watched the Options Made Simple video. You saw the system.
Here is what is holding you back: you have been burned before.
A course that was just YouTube content repackaged. A guru who
disappeared after cashing the check.
Options Made Simple comes with a 30-day full refund guarantee.
Try it. If you do not find value in Module 1, email me. Full refund.
No questions. No hassle. Link below."
| Element | Detail |
|---|---|
| Daily budget | $20/day |
| Total spend | $280 |
| Ads running | 3 cold traffic ads x 2 audience sets = 6 ad sets |
| Objective | Identify winning ad + audience combination |
| Success metric | Cost per lead (CPL) under $5 |
| Kill criteria | Any ad set with CPL above $8 after $30 spend gets killed |
| Element | Detail |
|---|---|
| Daily budget | $50/day |
| Total spend | $1,500 |
| Ads running | 1-2 winning ads, 2-3 winning audience sets |
| Objective | Scale lead generation, build retargeting pools |
| Success metric | CPL under $4, 10-17 new email subscribers per day |
| Action | Add retargeting ads once pools reach 500+ people |
| Element | Detail |
|---|---|
| Daily budget | $50-$100/day |
| Monthly spend | $1,500-$3,000 |
| Ads running | 2-3 cold traffic + 2-3 retargeting |
| Objective | Sustainable lead flow + course sales |
| Success metric | CPL under $4, email list growing 300-500/month |
| Action | Refresh creatives monthly, test new hooks quarterly |
| Phase | Duration | Daily | Total |
|---|---|---|---|
| Testing | 14 days | $20 | $280 |
| Scaling | 30 days | $50 | $1,500 |
| Optimization | Ongoing | $50-$100 | ~$2,250/mo |
| First 90 days | ~$4,030 |
| Metric | Conservative | Realistic |
|---|---|---|
| Total ad spend | $4,030 | $4,030 |
| Email subscribers generated | 800 | 1,200 |
| VSL page visitors (from email) | 200 | 360 |
| Course sales (5-10% of VSL viewers) | 10 | 36 |
| Course revenue ($247 avg) | $2,470 | $8,892 |
| Patreon conversions (from email) | 40 | 80 |
| Monthly Patreon revenue (new members) | $520 | $1,040 |
| 90-day total new revenue | $4,030 | $11,012 |
| ROAS | 1.0x (break-even) | 2.7x |
Break-even within 90 days on the conservative scenario. Profitable from month 2 on the realistic scenario. And the email list keeps generating revenue long after the ad spend stops.
Disclaimer: These projections are estimates based on industry benchmarks for trading education lead generation. Actual results depend on ad creative quality, landing page conversion, email sequence performance, and market conditions. Past performance of similar campaigns does not guarantee future results.
| Item | Budget Option | Pro Option |
|---|---|---|
| Camera | iPhone on tripod ($0) | DSLR/mirrorless ($0 if owned) |
| Lighting | Window light or ring light ($25-$50) | Key light + fill ($100-$200) |
| Audio | iPhone mic ($0) | Lapel mic or desk mic ($30-$80) |
| Background | Clean desk, bookshelf, plain wall ($0) | Branded backdrop ($50-$100) |
| Editing | iMovie or CapCut ($0) | Final Cut Pro or DaVinci Resolve ($0-$300) |
Total minimum investment: $0 (if you have an iPhone and decent lighting)
| Timeline | Action |
|---|---|
| Month 1 | Launch 3 original ads (Scripts 1-3) |
| Month 2 | Analyze performance. Refresh the losing ad with a new hook from the 15-hook library. |
| Month 3 | Film 2 new ads using unused hooks. Rotate the weakest performer out. |
| Quarterly | Full creative refresh. New hooks, new scripts, new angles. |
| Event | Trigger | Purpose |
|---|---|---|
| PageView | Lead magnet landing page load | Track ad --> landing page flow |
| Lead | Email opt-in confirmation | Track cost per lead |
| ViewContent | VSL sales page load | Track email --> VSL flow |
| InitiateCheckout | Course checkout page load | Track VSL --> checkout flow |
| Purchase | Course purchase confirmation | Track full funnel ROAS |
| Metric | Target | Review Frequency |
|---|---|---|
| Cost per lead (CPL) | Under $5 | Daily during testing, weekly after |
| Landing page conversion rate | 25-40% | Weekly |
| Email open rate | 35-50% | Per email send |
| Email click rate | 5-10% | Per email send |
| VSL watch rate (50%+) | 30-40% | Weekly |
| Course conversion rate | 5-10% of VSL viewers | Per launch |
| Overall ROAS | 2x+ | Monthly |
Use Meta's 7-day click, 1-day view attribution window. Cross-reference with email provider data (ConvertKit/Beehiiv) to confirm lead sources. Tag all ad traffic with UTM parameters:
utm_source=metautm_medium=paidutm_campaign={campaign_name}utm_content={ad_name}| Creator | Paid Ads? | Spend Level | Primary Platform |
|---|---|---|---|
| Warrior Trading | Yes | Heavy | Facebook, Instagram, YouTube |
| Meet Kevin | Yes | Moderate | YouTube pre-roll, Instagram |
| Financial Education | Yes | Minimal | Instagram, YouTube |
| Everything Money | Yes | Minimal | YouTube, Facebook |
| Stocks With Josh | No/Minimal | Unknown | N/A |
| Mike Jones Investing | No | $0 | N/A |
Nobody in the 50K-150K subscriber range is running paid ads for trading education on Meta. This means:
This window will not last forever. As more creators discover paid ads, costs will rise and audience fatigue will set in. Moving now captures the best economics.
All 3 ad scripts in this document comply with both FTC and Meta requirements. The ads promote a free educational resource (the checklist), not a paid product directly. The email sequence handles the conversion to paid.
Ad Strategy for Mike Jones Investing. March 2026. Built by Alexo Digital. All projections are estimates for educational planning purposes only. Trading involves risk of loss. Past performance does not guarantee future results.
Live HTML mockup of the Options Made Simple course sales page, ready to preview.
Condensed market intelligence from 7 research deliverables and 30+ video analyses.
Prepared for: Mike Jones Investing By: Lorenzo Sanchez, Alexo Digital Date: March 2026
The trading and finance education market sits inside a $225B+ online education ecosystem with 22.2% annual growth. Retail trading activity hit $5.4 trillion in 2025. More than half of global investors say they would invest more with better education.
This is not a saturated market. It is a market starving for credible, structured guidance from people who actually trade.
The audience is predominantly male (90.5%), aged 25-45, with household incomes between $40K and $100K. They consume 3-7 trading videos per week on YouTube and frequent Reddit communities like r/daytrading, r/options, and r/stocks.
| Factor | Mike Jones | Stocks With Josh | Everything Money | Financial Education | Warrior Trading | Meet Kevin |
|---|---|---|---|---|---|---|
| Subscribers | 72-78K | 157K | 265-387K | 750-850K | 2M | 1.85M |
| Entry Price | $4/mo | ~$45/mo | $49/mo | $7/mo | $797 one-time | $433 one-time |
| Top Price | $7.99/mo | ~$45/mo | $49/mo | $145/mo | $3,997 one-time | $1,120 one-time |
| Named Framework | No | No | Yes | Yes (GVD) | Yes | No |
| Live Q&A | No | Yes | Yes | No | Yes | Yes |
| Email List | No | Unknown | Unknown | Yes | Yes | Yes |
| Paid Ads | No | Minimal | Minimal | Minimal | Heavy | Moderate |
You upload more frequently than all of them. Your engagement rate (10.56%) beats channels 3-4x your size. But your revenue per member is 5-18x lower.
The gap is not content. The gap is infrastructure.
Your primary viewer is a 28-38 year old male working a full-time job ($40K-$100K income) who has been trading for 6 months to 2 years with inconsistent results. He watches 3-7 trading videos per week and follows 3-4 finance channels actively.
Pain: - "I've lost more money trying to learn trading than I've ever made from it" - "Every time I think I have a strategy that works, the market humbles me" - "There's so much conflicting information that I don't even know where to start anymore" - "I revenge traded after a loss and turned a $200 loss into a $1,100 loss in one day"
Desire: - "I just want to be consistently profitable, even if it's $50 a day" - "If I could find one person who actually trades profitably and is willing to teach their exact system, I'd pay whatever they asked" - "All I want is a simple system. Entry, exit, stop loss, position size. That's it."
Objections: - "Why would I pay for a trading course when everything is free on YouTube?" - "If these guys were actually making money trading, they wouldn't need to sell courses" - "At $8 a month, how good can the content really be?" - "Show me your tax returns. Show me your brokerage statements. Then we'll talk."
Your audience is Solution-Aware (Level 3). They know trading education exists. They know communities and courses exist. They have not decided which one to trust. Marketing should differentiate your approach, reduce perceived risk, and provide proof.
| Stream | Monthly | Annual |
|---|---|---|
| YouTube AdSense | ~$1,631 | ~$19,569 |
| Patreon (est. 30-50 members at $4-$8/mo) | ~$200-$300 | ~$2,400-$3,600 |
| Total | ~$1,900 | ~$23,000 |
| Stream | Monthly | Annual |
|---|---|---|
| YouTube AdSense (unchanged) | $1,631 | $19,569 |
| Patreon $8/mo tier (400 members) | $3,200 | $38,400 |
| Premium $29/mo tier (100 members) | $2,900 | $34,800 |
| Options course via VSL ($297 one-time, 2 launches/yr) | ~$4,167 | ~$50,000 |
| Email list monetization (affiliate, sponsorships) | ~$2,100 | ~$25,200 |
| Total | ~$14,000 | ~$168,000 |
That is a 7x increase. Same content output. Same work ethic. Better infrastructure.
These numbers are conservative. They assume 12-18 months of execution and modest conversion rates (1-2% of subscribers).
You post a YouTube video. Some viewers subscribe. Some find your Patreon. A few pay $4-$8 a month. That is not a funnel. That is a leak.
Missing pieces: no email list (YouTube owns your audience), no landing page (Patreon pages are not built for conversion), no lead magnet (no email capture in exchange for value), no nurture sequence (no automated trust-building path).
Every successful competitor has a branded framework. Financial Education has GVD. Everything Money has Principle Driven Investing. Warrior Trading has the Momentum Trading System.
You do not have one. Your audience cannot describe what makes you different in one sentence. A named methodology creates intellectual property, makes you referable, and justifies premium pricing. It is the difference between $8/mo and $49/mo.
100% of your growth is organic YouTube. Zero paid ads. Zero retargeting. And your subscriber growth is declining.
Nobody in the 50K-150K subscriber range is running paid ads in trading education right now. That is a first-mover opportunity that will not last forever.
FTC enforcement in trading education is active. Settlement amounts range from $1.7M (Wealth Press) to $400M (Nudge & Response). The proposed Business Opportunity Rule expansion (January 2025) specifically targets trading courses.
Every piece of content, sales page, and ad must include: "For Educational Purposes Only," risk disclosure, no investment advice disclaimer, past results disclaimer, and no guarantee of profits.
All deliverables in this package include appropriate disclaimers.
Research compiled from YouTube analytics, Patreon data, competitive analysis, VOC research across Reddit, YouTube comments, trading forums, and market research databases. March 2026.
Three scenarios for your first 12 months with the VSL funnel system.
| Metric | Conservative | Realistic | Optimistic |
|---|---|---|---|
| Patreon Members | 500 | 800 | 1,200 |
| Course Sales / Year | 170 | 340 | 510 |
| Avg. Revenue / Sale | $233 | $233 | $233 |
| Monthly Ad Spend | $600 | $1,500 | $3,000 |
| Annual Revenue | $168,000 | $289,000 | $427,000 |
Projections based on industry benchmarks for trading education creators at 50K-100K subscriber range. Current revenue: ~$23K/year. Detailed methodology in the VSL Funnel Blueprint.
Ads, copywriting, and funnels (VSL funnels, webinar funnels, challenge funnels) for info creators and educators with existing audiences. End-to-end, performance-based.
Blueprint-First Build. We build custom deliverables for free before you spend a dollar. If this package does not impress you, we do not deserve your business.
Community launched from zero (May 2024). $762K generated in first 5 months. $442K in a single 30-day window. 32.67% conversion rate at live Chicago event (300 attendees). Featured at GoHighLevel Summit 2024.
78K subscribers. 10.56% engagement. 5 years of daily content. Your audience trust is in the top tier of finance YouTube. The only missing piece is the infrastructure to turn that trust into revenue.
Pick a time. 30 minutes. We walk through the plan together.
No commitment required. If it is not for you, you keep everything for free.