Executive summary
PaidFunnels.com takes operational ownership of the community. Soar With Us provides audience, brand, and subject-matter expertise. Compensation is pure profit share: PaidFunnels.com is paid only out of community net profit, on a stepped marginal ladder, with Soar With Us keeping the larger share at every band.
This document sets out the proposed commercial framework between Soar With Us and PaidFunnels.com (Addison Forbes) to launch and scale a paid community for the Soar With Us audience.
The community monetises the part of the Soar With Us audience that isn't ready for a full agency engagement yet. It creates recurring revenue, builds loyalty, and gives those members a natural path into higher-ticket offers across the Soar With Us portfolio.
Why this structure
Soar With Us has been clear: incentives should sit on the upside. So PaidFunnels.com earns a share of community net profit from day one, and Soar With Us keeps the larger share of every incremental pound at every band. At the £217k Conservative M24 target, Soar With Us keeps roughly 76.5% of net profit, blended across the bands. Conservative is the headline plan; the Base scenario (£405k MRR / ~79% Soar share) is shown alongside as upside, not the line we plan to. Both numbers require creative, churn, CAC, hiring and ascension to hold inside their assumed bands; Conservative gives a meaningful margin of safety against the Base.
The opportunity
Soar With Us sits at the top of the UK DTC marketing ecosystem. The audience, reach and authority are already there. Most new community operators spend years building what Soar With Us can switch on in a week.
Source: PaidFunnels proposal · Soar With Us audience trust stack as of April 2026.
Asset inventory
- •Owned audience of ~35,000 across social channels.
- •Monthly reach exceeding one million across organic content.
- •Established podcast with a loyal, engaged audience.
- •Trusted personal brands of the founders and senior team.
- •Existing email infrastructure and warm list.
- •Agency credibility and case study library to anchor the offer.
Audience fit
The community is for the part of the Soar With Us audience that isn't ready for a full agency engagement: earlier-stage operators, in-house marketers, consultants, freelancers and founders who want access to Soar With Us thinking without committing to the full retainer. It picks up demand that currently leaks out of the funnel.
Commercial logic
At £150 a month, with warm acquisition for the first 100 to 150 members, this business hits meaningful profitability inside 90 days.
The fixed-cost base stays small. Soar With Us owns content, IP and course production. PaidFunnels carries all marketing, media buying, creative and editing on a profit-share basis, with no monthly retainer. So contribution margin per member is high from day one. Cold ads become the scaling lever once warm intake plateaus, and the podcast keeps feeding top-of-funnel demand at near-zero marginal cost.
Scope of engagement
A partnership, not a done-for-you vendor relationship. Both sides put real work in.
The split of responsibility is clear from day one, so nothing overlaps, nothing gets dropped, and scope doesn't quietly creep.
Growth roadmap
Five phases, each with week- or month-pinned deliverables and a named owner.
Most communities don't fail inside a phase. They fail in the gaps between phases, when a transition isn't managed.
Phase timings are best-case. Each transition assumes the prior phase's bottlenecks (cold CAC validation, retention, hiring, creative throughput) cleared on schedule. In practice, expect at least one phase to slip by 4 to 8 weeks. The structure can take that. The M12 and M24 dates can't.
Owner abbreviations. PF: PaidFunnels.com. SWU: Soar With Us. CM: community manager. VE: video editor. CS: creative strategist. "Joint" means both parties on the same deliverable, with PF leading execution.
Compressed cadence: 4 weeks of pre-launch (launch day = day 28, end of week 4), 4 weeks of launch + first cohort, then a 2-month phase to absorb the first churn cycle, a 3-month scale window, and 5 months of productionising. Phase boundaries are contiguous (no gaps, no overlaps); MRR labels are end-of-phase Base-scenario engine output.
P0time-pinned roadmap (weeks/months from launch)S1MRR-band milestone (£50k → £405k, independent of calendar)
Signed agreement, infrastructure live, 250+ person waitlist, first 4 weeks of content in the bank, full dress rehearsals complete. No public launch before day 28; the first paying member joins on launch day, not earlier.
Agreement countersigned; kick-off call; access handover (Meta Business Portfolio, Stripe, domain DNS, Skool admin, Soar With Us brand assets). Offer architecture locked: £150/mo price, founding-member discount, payment terms, refund policy, T&Cs.
Skool community built: tiers, onboarding flow, welcome sequence, first-90-days activation map, automated Stripe → Skool provisioning. Ad accounts, Meta pixel, conversion API, UTM convention and attribution dashboard configured end-to-end.
Brand and positioning sign-off: name, tagline, visual system, sales-page copy, FAQ. VSL scripted, filmed and edited; sales page built; checkout tested end-to-end; tracking validated against test transactions.
First 4 weekly Q&A sessions recorded with SWU principals as evergreen content for new joiners and ad creative pool.
Launch creative pack filmed, edited and approved: a working set of short- and long-form ads, organic posts, a podcast trailer and the launch email sequence. Built from existing SWU footage plus fresh shoots.
Waitlist campaign live: warm announce on D2C Diaries, newsletter, social. Early-bird pricing locks in commitment. Target 250+ confirmed waitlist by end of Wk 3.
Dress rehearsals: full purchase flow, onboarding, Skool entry, first-week emails. Two end-to-end runs minimum, signed off before launch.
Launch readiness review: tracking, payments, support inbox, refund process, community moderation rules, escalation paths. Go/no-go decision held no later than day 26.
Public launch: VSL live, sales page open, founding-member pricing window opens for 7 days. First paying member joins on day 28, not before.
Warm-launch cohort lands by end of M1 at ~334 paying members (£50k MRR peak), monthly churn at or below the 18% blended baseline, cold CAC tested at low spend. (P1 picks up immediately after launch day on day 28 and runs four weeks; M2 then enters the first churn cycle, which P2 absorbs.)
Launch week trading: daily reporting on conversions, CAC, traffic mix; founding-member pricing window remains open through wk 5.
Convert waitlist + warm audience to founding members. Target 150+ paying members by end of Wk 6.
Weekly Q&A rhythm established: same day/time each week, recorded, clipped, repurposed within 72 hours. First-90-days activation flow live in Skool with day-0/3/7/14/30 touchpoints.
Cold ad testing begins at £100–£200/day across 3 creative angles. Hard cap on spend until CAC sits inside the £180–£230 band for two consecutive weeks.
Phase 2 readiness: cold CAC validated, creative pipeline producing a steady flow of new ads, CM bandwidth review.
Warm-launch cohort retained through their first churn cycle, ~370 paying members at M3 (£56k MRR), cold CAC validated inside the £200 band, contract creative strategist onboarded once MRR re-crosses £50k. (Engine: M2 ≈ 330 / £49k as warm cohort churns first time, M3 ≈ 372 / £56k as cold + retarget intake compounds.)
Cold ad spend scales from £200/day to £1,000/day in stepped increments, gated on CAC staying inside the £180–£230 band week-on-week. Meta retargeting layer built on warm-audience pixel data, lookalike audiences seeded from founding-member list.
Case-study capture: 6 founding members interviewed, edited and published as social proof for the sales page and ad pool. First cohort-based sprint launched (e.g. 4-week revenue challenge).
Creative strategist (contract) onboarded once MRR re-crosses £50k. Funded by the community P&L (Soar With Us), managed by PaidFunnels. Owns ad-creative concepting, scripting and brief generation across the cycling pool.
First retention review: cohort 1 hits day-60. Churn measured against 18% baseline; first retention playbook published from at-risk signals, save plays and win-back sequence.
Phase 3 readiness: ~370 members, multi-channel acquisition stable, AS engaged for first cross-sell conversations.
~690 paying members at M6 (£103k MRR), churn at or below the 18% blended baseline, multi-channel acquisition stabilised, FT community manager promoted once MRR crosses £100k, ascension funnel producing first agency-retainer cross-sells. (Engine: M4 449/£67k, M5 557/£84k, M6 689/£103k.)
Daily rhythm fully owned by CM (PT, ramping): posts, Q&A logistics, member onboarding, at-risk outreach, weekly engagement report. Meta ad spend scaled to £3,000–£5,000/day with deeper creative testing and a regular creative refresh cadence.
First formal ascension offer: community → onboarding (discovery) call → sales call → retainer. Conversion target 2% of active members per month.
Member referral programme launched: incentive structure, tracking links, leaderboard inside Skool. Partner network seeded with 3–5 complementary providers (apps, agencies, freelancers), with joint webinars and member discounts.
Annual billing option introduced at a discount once retention data supports it. Requires a minimum of 2 cohorts at or below 18% churn.
M6 review at ~£103k MRR / ~690 members reconciled to actuals; PT community manager promoted to FT as MRR crosses £100k between M6 and M7. Phase 4 plan locked, FY2 model rebased on real data.
~1,810 paying members at M12 (£272k MRR), churn held at or below the 18% blended baseline, predictable monthly cohort intake, formal ascension funnel running. £405k M24 steady-state remains the FY2 landing zone, not an M12 target. (Engine: M7 842/£126k, M9 1,197/£180k, M12 1,814/£272k.)
FT community manager fully in seat from M7 (MRR > £100k). Predictable monthly cohort intake established: scheduled launch windows, content calendar locked 90 days ahead.
Formal ascension funnel productionised: community → onboarding (discovery) call → sales call → retainer. Quarterly conversion targets set with AS.
In-community events: monthly live sprints, quarterly virtual summits. Drives engagement, retention and case-study volume.
Tier 2 pricing tested (e.g. £300/mo Pro tier) with private-cohort and direct-access perks. Rolled out only if Tier 1 retention holds.
Flagship annual in-person or hybrid event scoped, priced and pre-sold to existing members.
Full data stack live: cohort analysis, LTV by channel, ascension funnel attribution, monthly board pack to both parties.
M12 review against the Conservative headline plan (~990 members / ~£149k MRR). FY2 plan and any structural changes (pricing, team, channels) signed off; Conservative £217k M24 plan locked, Base £405k M24 upside re-sized against actuals.
Finance, projections & commercial
Headline planning case (Conservative): £149k MRR by M12 (~990 members), £217k MRR steady-state by M24 (~1,450 members). Base scenario (£405k MRR / 2,700 members at M24) is sized as upside, not the plan.
The model, the cost mix, the deal terms, the take-home and the assumptions all sit in this one section, so the numbers reconcile end to end.
Planning estimates, not commitments. Actuals are tracked monthly and the structure flexes as real data lands.
Acquisition model & assumption block
Acquisition is modelled as a single monthly intake of new paying members, sized against the £180–£230 blended CAC band (ref [5]) rather than split into separate warm-organic, warm-paid and cold-paid forecasts. The channel mix shifts over the year (warm-led at launch, paid-led as creative validates), but the agreement only commits to blended CAC, ARPU, churn and ad spend. That keeps us from over-specifying a media plan we'll re-tune monthly, and keeps the assumption surface small enough to reconcile end to end. Every figure in the scenario model below is computed from this single block.
- Pricing & churn
- ARPU £150/mo · blended monthly churn 18% across warm and cold cohorts · LTV £833 (£150 ÷ 18%).
- Audience ceiling
- TAM ceiling ~10,000 members at the addressable end of the Soar With Us UK ecom-operator audience; the £405k M24 target sits well inside that band at 2,700 active members.
- Existing proof
- £50k+ profitable revenue from the existing TikTok ROAS course confirms the audience already buys from Soar With Us at a four-figure price; the community is a category expansion, not a cold start.
Source: PaidFunnels proposal, re-baselined to the Financial Validation Report (Apr 2026): churn 18% per ref [9], CPMs per ref [1] [2], opt-ins per ref [4], CAC band per ref [5].
Each input below is shown next to the public industry range it sits in, with the source we anchored to. We've deliberately positioned key drivers (churn, CAC, conversion) at or below midpoint to avoid an over-promised model. Numbers above midpoint are flagged as stretch.
| Metric | Our estimate | Industry range | Position | Used in | Source |
|---|---|---|---|---|---|
| Monthly churn (blended) | 18% | 8 – 18% | Above midpoint · stretch | §V.1, §V.2 trajectory | Skool platform average, ref [9] skool.com/educate |
| ARPU | £150/mo | $50 – $300/mo | Inside range | §V.1, §V.7 stage table | Origins (Skool) £77/mo at 1,200 members, ref [7] |
| Member LTV | £833 | £600 – £1,800 | Inside range | §V.1 KeyVal | Derived: ARPU ÷ churn (£150 ÷ 18%) |
| Cold paid CPM (Meta UK) | £22 | £12 – £22 | Above midpoint · stretch | §V.1 cold paid | AdAmigo Country Benchmarks 2026, ref [1] (UK blend ≈ £12.07) |
| Warm retarget CPM | £8 | £4.74 – £9.48 | Inside range | §V.1 warm paid | AdAmigo Funnel-Stage Benchmarks 2026, ref [2] |
| Cold paid CTR | 1.3% | 0.8 – 1.66% | Inside range | §V.1 cold paid | Focus Digital FB Ads CTR 2026, ref [3] |
| Warm retarget CTR | 2.5% | 1.5 – 3.0% | Inside range | §V.1 warm paid | AdAmigo retarget median, ref [2] |
| Landing-page opt-in (cold) | 16% | 10 – 25% | Inside range | §V.1 cold paid funnel | LanderLab LP benchmarks 2026, ref [4] |
| Landing-page opt-in (warm) | 20% | 15 – 30% | Inside range | §V.1 warm paid funnel | LanderLab LP benchmarks 2026, ref [4] |
| Blended CAC (cold-led mix) | £180 – £230 | £120 – £350 | Inside range | §V.2 scenario engine, CAC band cap | CommuniPass Skool paid-ads roadmap 2026, ref [5] |
| Newsletter launch conversion | 0.65 – 1.1% | 0.3 – 1.5% | Inside range | §V.2 M1 warm-org intake | Soar With Us 2025 Year in Review, ref [10] (36k newsletter subs) |
| Ascension to retainer (mo) | 1 – 2% | 1 – 3% | Inside range | §V.8 ascension upside | Internal data; report ref [page 4] flags 1% as more realistic at scale |
| Payment processing fee | 2.9% | 2.5 – 3.0% | Inside range | §V.7 processing line | Stripe Big-5 international card blend, ref [11] SkoolPrep 2026 |
How to read “position”. Below midpoint = we've assumed the conservative end of the range. Inside range = we sit close to the published median. Above midpoint = we are above the median and the figure is a stretch we explicitly flag (only churn at 18%, the Skool platform average per ref [9], deliberately stress-tested vs the 8–10% best-case). All ad benchmarks are 2026 medians from the Financial Validation Report (Apr 2026); FX assumed at $1 ≈ £0.79 where the source is USD.
Monthly trajectory: Slow-start · Conservative · Base · Aggressive
Four full Year-1 trajectories. Pick a scenario to see new members, active members, ad spend, blended CAC and MRR move together month by month. Member growth is driven by a single monthly intake compounding against the 18% churn baseline. The engine still applies a warm-led launch and a paid-led ramp underneath, but only blended outputs are reported here, so the trajectory matches what the agreement actually commits to. Conservative is the headline planning case used to reconcile the take-home tables in §5.9; we won't know what's realistic until the engine has run for a full quarter, and Conservative is the line we plan to land and hold against. Base is positioned as upside: it requires every assumption to hold inside its band for 24 months, and is shown so leadership can see the size of the prize if the Phase 1 launch works the way we hope. Slow-start models the case where Phase 0 underperforms and only ~75 paying members convert on launch day, with no paid spend in M1 and a measured ramp from M4 once retention data justifies scale. Aggressive presses ad spend to its capacity ceiling without breaching the £180–£230 CAC band (ref [5]).
M1 is the launch-day cohort, not a steady-state month. It comes from a single arithmetic line: addressable warm audience × launch-window conversion rate, priced at the £150/mo blended ARPU. There is no compounding and no paid acquisition assumed in M1 (paid intake begins M2 in every scenario except Slow-start, where it begins M2 at a testing budget). Every scenario uses the same audience denominator; only the conversion rate moves.
- Addressable warm audience. 50,000 newsletter subscribers + 150,000 social followers + 3,000 D2C Diaries listeners (ref [10] Soar With Us 2025 Year in Review). For M1 we model conversion only against the ~50,000 newsletter slice, since it's the only list with a launch-day CTA.
- Launch-window conversion rate. Industry band is 0.3–1.5% on a warm operator list (ref [10] benchmarks). We sit inside the band in every scenario:Slow-start 0.15% → 75 members·Conservative 0.44% → 220·Base 0.66% → 329·Aggressive 0.92% → 460
- Pricing window. All M1 conversions are priced at £150/mo, the same ARPU used for every subsequent month. No founder discount, no annual prepay, no charter pricing is modelled. If we run a launch promo, Soar With Us absorbs the discount inside its share; the engine assumption is unchanged.
- What M1 explicitly excludes. No cold paid spend (Slow-start: £0 across the board; others: £4–5k testing only). No ascension revenue (modelled separately in §V.8 from M3+). No churn applied (churn lands from M2 forwards on the M1 cohort).
Why Slow-start sits at 0.15%. If Phase 0 underperforms — list fatigue, a soft launch window, a creative miss — a 0.15% conversion on the newsletter slice is the floor we'd still expect from genuinely warm operators. It is the lower edge of the published band, not the bottom. The scenario exists so the M1 cell is never surprising even in the worst plausible Phase 0.
- Warm organic Warm paid · retarget Cold paid
| Month | Warm organic | Warm paid · retarget | Cold paid | Combined | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| New | Active | New | Spend | CAC | New | Spend | CAC | Active | MRR | Blend CAC | |
| M01 | 220 | 220 | 0 | £1k | — | 0 | £4k | — | 220 | £33k | — |
| M02 | 14 | 194 | 14 | £1k | £79 | 8 | £5k | £600 | 216 | £32k | £268 |
| M03 | 14 | 173 | 23 | £1k | £57 | 22 | £6k | £262 | 236 | £35k | £157 |
| M04 | 14 | 156 | 32 | £2k | £50 | 37 | £7k | £187 | 277 | £42k | £123 |
| M05 | 14 | 142 | 42 | £2k | £45 | 51 | £8k | £163 | 334 | £50k | £110 |
| M06 | 14 | 131 | 51 | £2k | £41 | 66 | £10k | £151 | 405 | £61k | £103 |
| M07 | 14 | 121 | 60 | £2k | £38 | 80 | £12k | £149 | 486 | £73k | £102 |
| M08 | 14 | 113 | 69 | £3k | £36 | 94 | £14k | £145 | 576 | £86k | £99 |
| M09 | 14 | 107 | 78 | £3k | £35 | 108 | £16k | £144 | 672 | £101k | £98 |
| M10 | 14 | 102 | 87 | £3k | £33 | 122 | £18k | £147 | 774 | £116k | £100 |
| M11 | 14 | 97 | 96 | £3k | £32 | 136 | £21k | £152 | 881 | £132k | £103 |
| M12 | 14 | 94 | 105 | £3k | £31 | 150 | £24k | £160 | 991 | £149k | £107 |
Retention sensitivity: M1 cohort × monthly churn
The scenarios in §5.2 vary three things at once (M1 cohort, monthly intake ramp, ad spend). This grid isolates the two levers that move the M12 and M24 outputs most: the M1 launch cohort and the blended monthly churn rate. Monthly intake from M2–M12 is held fixed at the Conservative ramp (~36 → 269/mo); from M13–M24 intake is held flat at the M12 level (269/mo). Only M1 size and churn move. Read the grid to see which lever the partnership is actually exposed to.
| M1 cohort | M12 active members · MRR | M24 active members · MRR | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 12% | 15% | 18% ★ | 22% | 25% | 12% | 15% | 18% ★ | 22% | 25% | |
50 Slow-start floor | 1,157 £174k | 1,058 £159k | 972 £146k | 874 £131k | 810 £122k | 2,008 £301k | 1,689 £253k | 1,446 £217k | 1,205 £181k | 1,068 £160k |
100 Soft launch | 1,170 £176k | 1,067 £160k | 978 £147k | 877 £132k | 812 £122k | 2,010 £302k | 1,690 £254k | 1,447 £217k | 1,205 £181k | 1,068 £160k |
220 Conservative · headline plan | 1,199 £180k | 1,087 £163k | 991 £149k | 885 £133k | 818 £123k | 2,017 £303k | 1,693 £254k | 1,448 £217k | 1,206 £181k | 1,068 £160k |
320 Base · upside | 1,223 £183k | 1,103 £165k | 1,002 £150k | 891 £134k | 822 £123k | 2,022 £303k | 1,695 £254k | 1,449 £217k | 1,206 £181k | 1,068 £160k |
460 Aggressive · ceiling | 1,258 £189k | 1,127 £169k | 1,018 £153k | 900 £135k | 828 £124k | 2,029 £304k | 1,699 £255k | 1,450 £218k | 1,206 £181k | 1,068 £160k |
★ marks the 18% blended-churn baseline (Skool platform average, ref [9]). Highlighted row is the Conservative headline planning case (M1 = 220). Member counts compound monthly intake against churn; MRR = active members × £150 ARPU.
Churn dominates by M24, M1 size doesn't. Compare a 50-member launch cohort to a 460-member launch cohort at the 18% baseline: M24 settles at 1,446 vs 1,450 active members. The M1 slug is largely churned out by month 24, regardless of how big it was. By contrast, moving churn from 18% to 22% costs ~240 active members at M24 (£36k MRR/mo, ~£430k/yr in community revenue). Moving churn from 18% to 15% adds ~245 members (~£36k MRR/mo). Where to invest the partnership's attention: onboarding, week-1 activation, content cadence, NPS — anything that protects the churn line. A spectacular launch week without retention infrastructure underneath produces a Q1 sugar high and a Q4 hangover.
M12 reading. M1 size still matters at M12 (~100-member spread between a 50-member and 460-member launch at 18% churn), so a strong launch absolutely accelerates Y1 community revenue and the speed at which MRR climbs through the lower bands of the §5.5 ladder. But it doesn't change the steady-state. M24 reading. Whatever happens at launch, M24 outcomes converge by churn band. The Conservative plan (£217k MRR) is the 18% column — anything we do to push churn into the 12–15% band turns Conservative into £253k–£301k MRR territory without changing acquisition.
Headline figures (Conservative · headline planning case)
M24 steady-state of ~£217k MRR (~1,450 members) is the Conservative headline plan under 18% blended churn — the line we plan to land and hold leadership against. Y1 close ~£149k MRR. Base scenario upside: £405k MRR / 2,700 members at M24, £1.58m Y1 / £4.41m Y2 community revenue — shown in §5.9 so leadership can see the size of the prize. Full month-by-month curves in the §V.1 scenario engine. Source: PaidFunnels proposal, re-baselined Apr 2026.
Pure profit share — no retainer
PaidFunnels.com receives no monthly retainer. Compensation is purely a share of community net profit, calculated monthly on the ladder in §5.5 and paid within 15 calendar days of month-end. The partnership only pays out once the community is generating real net profit. Aligns incentives directly to MRR growth and net margin.
Profit share ladder
| MRR band | PaidFunnels | Soar With Us |
|---|---|---|
| £0 – £50,000 | 30% | 70% |
| £50,001 – £100,000 | 25% | 75% |
| £100,001 – £300,000 | 20% | 80% |
| £300,001+ | 15% | 85% |
Definition of net profit
Net profit is calculated monthly: community revenue minus only the direct costs listed below. Clean separation between direct and indirect costs is the difference between a partnership that works and one that breaks down over accounting disputes.
- •Community platform fees (e.g. Skool subscription).
- •Payment processing fees (Stripe Big-5 blend, 2.9%, ref [11]).
- •Monthly ad spend across all paid channels.
- •Community team (PT then FT community manager, contract video editor and contract creative strategist from £50k MRR onwards).
- •Software and tooling directly attributable to the community.
- •Direct contractor costs specifically engaged for community ops.
- -Soar With Us overhead, rent, utilities, parent shared services.
- -Executive or founder salaries of either party.
- -the Soar With Us existing marketing team (unless specifically reallocated).
- -Capital expenditure unless pre-agreed in writing.
- -Costs allocated from other Soar With Us entities or sister companies.
- -Depreciation, amortisation, or financing costs.
- -All Phase 0 pre-launch operator time, absorbed by PaidFunnels.com.
What goes into 'direct costs'
Lean by design. Soar With Us owns content, IP and course production in-kind. PaidFunnels.com handles all marketing, media buying, ad creative and copywriting on a pure profit-share basis, and manages three community-funded hires: a community manager (PT then FT); a contract video editor on from week 0, handling all clipping, repurposing and short-form production; and a contract creative strategist (from £50k MRR onwards) owning ad-creative concepting and brief generation. A flat £3,600/mo covers Soar With Us internal operating costs (admin, finance, ops). A 2% reserve on gross MRR covers refunds, chargebacks and failed payments (low-end industry assumption). Net revenue otherwise assumes 100% collection. Ad spend, processing and refunds grow with revenue. Everything else is largely fixed.
| Cost line | £20k | £50k | £100k | £220k (≈ Conservative M24) | £405k (Base M24 upside) |
|---|---|---|---|---|---|
| Ad spend (25% of MRR) | £5,000 | £12,500 | £25,000 | £55,000 | £101,250 |
| Community manager (PT → FT) | £1,500 | £1,500 | £4,500 | £4,500 | £4,500 |
| Video editor (contract) | £2,500 | £2,500 | £2,500 | £2,500 | £2,500 |
| Creative strategist (contract) | — | £3,000 | £3,000 | £3,000 | £3,000 |
| Processing (2.9%) | £580 | £1,450 | £2,900 | £6,380 | £11,745 |
| Refunds, chargebacks & failed payments (2%) | £400 | £1,000 | £2,000 | £4,400 | £8,100 |
| Platform (Skool) | £75 | £75 | £75 | £75 | £75 |
| Software & tools | £500 | £500 | £500 | £500 | £500 |
| Soar operating costs | £3,600 | £3,600 | £3,600 | £3,600 | £3,600 |
| Total direct costs | £14,155 | £26,125 | £44,075 | £79,955 | £135,270 |
Community payroll is three roles, all managed by PaidFunnels: PT community manager from £20k MRR through M6 (~£103k), then FT from M7 onwards as MRR holds above £100k; a contract video editor on from week 0 (£2,500/mo) handling all clipping, repurposing and short-form production; and a contract creative strategist (£3,000/mo, from £50k MRR onwards) owning ad-creative concepting and brief generation. Peak community payroll £10,000/mo. No moderators, member-success associates, heads of community or content coordinators. Course content and IP sit with Soar With Us; all marketing and ascension functions sit with PaidFunnels on profit-share.
/pitch) and the engine's 25% of MRR ad-spend rule plus the marginal §V.5 ladder. Drifts surface automatically; all green means the deck and the model agree at every anchor.| Status | Surface | Metric | Anchor | Declared | Engine | Δ |
|---|---|---|---|---|---|---|
| ✓ match | §V.7 cost stack | Ad spend at £50k stage | £50k MRR | £13k | £13k | +£0 (+0.0%) |
| ✓ match | §V.7 cost stack | Ad spend at £100k stage | £100k MRR | £25k | £25k | +£0 (+0.0%) |
| ✓ match | §V.7 cost stack | Ad spend at £220k stage (≈ Conservative M24) | £220k MRR | £55k | £55k | +£0 (+0.0%) |
| ✓ match | §V.7 cost stack | Ad spend at £405k stage (Base M24 upside) | £405k MRR | £101k | £101k | £-50 (-0.0%) |
| ⚠ drift | §V.7 cost stack | Total direct costs · £50k stage | £50k MRR | £26k | £22k | +£4,525 (+20.9%) |
| ⚠ drift | §V.7 cost stack | Total direct costs · £100k stage | £100k MRR | £44k | £39k | +£5,075 (+13.0%) |
| ⚠ drift | §V.7 cost stack | Total direct costs · £220k stage | £220k MRR | £80k | £73k | +£6,575 (+9.0%) |
| ⚠ drift | §V.7 cost stack | Total direct costs · £405k stage | £405k MRR | £135k | £125k | +£10k (+8.2%) |
| ⚠ drift | §V.9 reconciliation | Annual community net profit (Conservative) | £217k MRR | £1.66m | £1.73m | £-78k (-4.5%) |
| ⚠ drift | §V.9 reconciliation | Soar share of community net (Conservative) | £217k MRR | £1.27m | £1.33m | £-60k (-4.6%) |
| ⚠ drift | §V.9 reconciliation | PaidFunnels share (Conservative) | £217k MRR | £389k | £406k | £-17k (-4.3%) |
| ⚠ drift | §V.9 reconciliation | Net profit margin (Conservative) | £217k MRR | 64.0% | 66.5% | -2.5pp |
| ⚠ drift | §V.9 Base upside | Soar share of community net (Base) | £405k MRR | £2.57m | £2.67m | £-100k (-3.7%) |
| ⚠ drift | §V.9 Base upside | PaidFunnels share (Base) | £405k MRR | £666k | £691k | £-25k (-3.6%) |
| ⚠ drift | Pitch · slide 4 headline | Annual community net profit (Conservative) | £217k MRR | £1.66m | £1.73m | £-73k (-4.2%) |
| ⚠ drift | Pitch · slide 4 headline | Soar share of community net (Conservative) | £217k MRR | £1.27m | £1.33m | £-56k (-4.3%) |
| ⚠ drift | Pitch · slide 4 headline | PaidFunnels share (Conservative) | £217k MRR | £389k | £406k | £-17k (-4.3%) |
| ⚠ drift | Pitch · slide 4 headline | Soar community share (Base) | £405k MRR | £2.57m | £2.67m | £-99k (-3.7%) |
| ⚠ drift | Pitch · slide 9 stages | Soar community / mo · £100k stage | £100k MRR | £41k | £44k | £-3,679 (-8.3%) |
| ⚠ drift | Pitch · slide 9 stages | Soar community / mo · £220k stage | £220k MRR | £107k | £112k | £-5,028 (-4.5%) |
| ⚠ drift | Pitch · slide 9 stages | Soar community / mo · £405k stage | £405k MRR | £214k | £222k | £-8,093 (-3.6%) |
| ✓ match | Pitch · slide 10 cost stack | Ad spend (% of MRR · Base) | £405k MRR | 25.0% | 25.0% | -0.0pp |
| ✓ match | Pitch · slide 10 cost stack | Ad spend at £405k (Base) | £405k MRR | £101k | £101k | £-50 (-0.0%) |
| ⚠ drift | Pitch · slide 10 cost stack | Total direct costs at £405k (Base) | £405k MRR | £135k | £125k | +£10k (+8.2%) |
| ⚠ drift | Pitch · slide 10 cost stack | Net profit margin at £405k (Base) | £405k MRR | 67.0% | 69.1% | -2.1pp |
| ⚠ drift | Pitch · slide 10 cost stack | Net profit margin at £217k (Conservative) | £217k MRR | 64.0% | 66.5% | -2.5pp |
modelAtMrr at the listed anchor.Plus the ascension upside (Soar With Us only)
Per the §5.5 ladder, agency retainers signed by community members joining the Soar With Us agency accrue 100% to Soar With Us. PaidFunnels does not participate in this revenue. Modelled at a base 2% monthly conversion of active members onto a £5,000 average retainer.
| Stage | Members | Soar With Us community (mo) | + Ascension @ 2% (mo) | = Soar With Us combined (mo) | Soar With Us combined /yr |
|---|---|---|---|---|---|
| £20k MRR | 133 | £4,091 | £13,333 | £17,425 | £209,098 |
| £50k MRR | 333 | £16,713 | £33,333 | £50,046 | £600,548 |
| £100k MRR | 667 | £40,546 | £66,667 | £107,213 | £1,286,553 |
| £220k MRR (≈ Conservative M24) | 1,467 | £107,270 | £146,667 | £253,937 | £3,047,243 |
| £405k MRR (Base · M24 upside) | 2,700 | £214,316 | £270,000 | £484,316 | £5,811,790 |
Ascension band sensitivity at the Base M24 target (2,700 members): conservative ascension (1%) Soar With Us /yr ~£4.19m · base ascension (2%) ~£5.81m · stretch ascension (3%) ~£7.43m. At the Conservative M24 plan (~1,448 members) the equivalent band is ~£2.13m / ~£3.00m / ~£3.87m Soar With Us /yr. Reconciled to strategy S13.3.
Note: ascension figures shown here are top-line revenue. No agency delivery costs (account strategists, media buyers, creatives, ops) are deducted yet. Net contribution to the Soar With Us P&L is approximately 60% of these figures at typical UK agency gross margins (55–70%); see strategy S13.4 for the modelled net.
At the M24 target, the whole picture (Conservative · headline planning case)
All four numbers below are the Conservative scenario at M24 (~£217k MRR / ~1,450 members). This is the headline plan we hold against. Base-case upside is shown immediately after this block.
What the same engine produces if every assumption (creative, churn, CAC, hiring, ascension) holds inside its band for 24 months running. Shown so the partnership can size the prize, not as the line we plan to.
The Base case requires the launch cohort, paid creative, churn at 18% (not worse), and ascension at 2%/mo to all hold for 24 months running. That's ~£2.8m/yr of additional Soar combined take-home over Conservative — meaningful, but contingent. Slow-start (warm cohort underperforms) and Aggressive (capacity ceiling) bracket the range; switch scenarios at §5.2 to see them recompute.
Payment terms
- Profit share
- Paid within 15 calendar days of month-end, following reconciliation. No retainer; PaidFunnels.com is paid purely on the §5.5 marginal ladder from the first pound of community net profit.
- Reconciliation
- PaidFunnels.com receives view access to Stripe, the community platform, and the ad accounts by the 5th of each month.
- Disputed items
- Either party may flag a cost allocation for review within 10 days of reconciliation.
- Currency
- All payments in GBP, by bank transfer to the nominated PaidFunnels.com account.
Financial assumptions
Every figure above sits on the assumptions below. Each is an educated assumption based on what we know today, not a guarantee. If any prove materially wrong once the community is live, both parties revisit the structure in good faith and paper the change as a written variation under §IX.
- •the Soar With Us social following, email list, and podcast reach remain accessible to the community at launch and throughout the term.
- •Soar With Us commits to at least two weekly live sessions from founders or named senior team.
- •Soar With Us commits to a cadence of podcast promotional slots across the first 6 months (volume to be agreed).
- •£150/month base price, subject to adjustment post-market feedback in Phase 1.
- •Offer includes community access, course library, and weekly live sessions.
- •Annual payment option at a discount introduced in Phase 3 at the earliest.
- •Soar With Us funds ad spend monthly without delay or reimbursement friction.
- •Initial monthly ad budget of £5,000.
- •Default scale-up: ≥20% month-on-month while the prior month is at least breakeven on a contribution basis. Both parties can agree to step harder. See § IX.5 for full clause and pause conditions.
- •Soar With Us prepared to fund through to £55,000+/mo at the Conservative M24 plan (and £100,000+/mo if the Base scenario plays out) once CAC and retention hold inside the modelled bands.
- •Stripe or equivalent processor set up in Soar With Us/community entity name within first 30 days.
- •PaidFunnels.com granted read-only access within first 30 days.
- •Processor fees in the 2.9–3% range assumed (ref [11] SkoolPrep 2026, Big-5 international card blend).
Team build by stage
A deliberately lean team. PaidFunnels.com runs marketing and ascension; Soar With Us funds three community hires (community manager, video editor, creative strategist) under the community P&L.
PaidFunnels scope. All marketing, media buying, ad creative and copywriting sit with PaidFunnels on a pure profit-share basis (§V.4); no monthly retainer.
Community hires (Soar With Us funded, PaidFunnels managed). A community manager (PT then FT), a contract video editor on from week 0, and a contract creative strategist from £50k MRR onwards. PaidFunnels sources, briefs, line-manages and quality-controls them. They report to PaidFunnels operationally.
Peak community payroll £10,000/mo. No mark-up on team costs.
Rates are deliberately conservative. They sit at the top of the realistic UK contractor band: £1,500/£4,500 community manager, £2,500 video editor. We expect to land 10 to 25 percent under these in practice. Quoting the ceiling makes the £7,000/mo cap a true cap. Any underspend flows straight to net profit.
The lean structure is itself a best-case assumption. It works only if churn, creative output and ascension all track plan. If any one slips, an additional hire (retention specialist, second creative producer, or junior media buyer) becomes the likely bottleneck-breaker before the next phase opens.
- OperatorSoar With UsCommunityAcquisitionContent Not reached in Y1
Pre-launch (weeks 1–4, launch day = day 28) · community team £2,500/mo
| Role | Monthly | Why this stage |
|---|---|---|
| PaidFunnels (operator + media buyer + growth + creative) | Profit-share | Pre-launch operational work (ad account setup, platform procurement, creative pipeline build) absorbed by PaidFunnels (no retainer; pure profit share). |
| Soar With Us principals | In-kind | Ad account setup, platform procurement, principal time on content and Q&A planning. |
| Video editor (contract) | £2,500 | On from week 0. Clipping and short-form output from existing Soar With Us footage seed the launch ad creative and warm the audience. Funded by the community P&L (Soar With Us), managed by PaidFunnels, distinct from PaidFunnels's profit-share line. |
M1–M2 · launch + first cohort · ~334 → ~330 members at £49–50k MRR · community team £4,000/mo
| Role | Monthly | Why this stage |
|---|---|---|
| PaidFunnels (operator + media buyer + growth + creative) | Profit-share | All marketing, media buying, ad creative and copywriting. End-to-end growth engine. |
| Soar With Us principals | In-kind | Two weekly Q&A sessions, content, audience activation, course IP and production. |
| Community manager (PT) | £1,500 | Joins at £20k MRR (crossed during the warm-cohort ramp). Owns daily feed, welcome posts, event scheduling and member check-ins. No separate moderator. Managed by PaidFunnels, paid out of the community P&L. |
| Video editor (contract) | £2,500 | Continues from week 0. Handles all clipping, repurposing and short-form production from the live sessions and ad creative. Funded by the community P&L (Soar With Us), managed by PaidFunnels, distinct from PaidFunnels's profit-share line. |
Months 2–3 · churn absorbed · ~330 → ~370 members at £49 → £56k MRR · community team £7,000/mo
| Role | Monthly | Why this stage |
|---|---|---|
| PaidFunnels (growth) | Profit-share | Continues to own all paid acquisition, creative cycling and media buying. |
| Community manager (PT) | £1,500 | Same scope as Phase 1; load is still manageable part-time at this member count. |
| Creative strategist (contract) | £3,000 | Joins from £50k MRR onwards (M2 trigger as the warm cohort lands) to own ad-creative concepting, scripting and brief generation across the cycling pool. Funded by the community P&L (Soar With Us), managed by PaidFunnels. |
| Video editor (contract) | £2,500 | Continues at £2,500/mo on contract terms. Funded by the community P&L (Soar With Us), managed by PaidFunnels, distinct from PaidFunnels's profit-share line. |
Months 4–6 · scale · ~449 → ~689 members at £67 → £103k MRR · community team £7,000 → £10,000/mo (FT CM from M7)
| Role | Monthly | Why this stage |
|---|---|---|
| PaidFunnels (growth) | Profit-share | Scales paid acquisition; cycles creative aggressively as ad spend crosses £30k/mo. |
| Community manager (PT → FT) | £1,500 → £4,500 | Stays PT through M4–M6; promoted to FT at the M6→M7 boundary as MRR crosses £100k. Owns the full daily rhythm, events and live programming once full-time. |
| Creative strategist (contract) | £3,000 | Continues on contract terms; funded by the community P&L (Soar With Us), managed by PaidFunnels. |
| Video editor (contract) | £2,500 | Continues at £2,500/mo on contract terms. Funded by the community P&L (Soar With Us), managed by PaidFunnels, distinct from PaidFunnels's profit-share line. |
Months 7–12 · productionise · ~842 → ~1,810 members at £126 → £272k MRR · community team £10,000/mo
| Role | Monthly | Why this stage |
|---|---|---|
| PaidFunnels (growth) | Profit-share | Ongoing paid acquisition, creative production and media buying for the full mix. |
| Community manager (FT) | £4,500 | Single community lead from M7 onwards. No additional head of community, member success associate or content coordinator on the community payroll. |
| Creative strategist (contract) | £3,000 | Continues on contract terms; funded by the community P&L (Soar With Us), managed by PaidFunnels. |
| Video editor (contract) | £2,500 | Continues at £2,500/mo on contract terms. Funded by the community P&L (Soar With Us), managed by PaidFunnels, distinct from PaidFunnels's profit-share line. |
P0time-pinned roadmap (weeks/months from launch)
Required from Soar With Us
Everything PaidFunnels needs from Soar With Us to execute.
Critical items must be in place before Phase 0 work begins. Required items must be in place before public launch.
Nothing on this list is optional. Anything missing becomes a blocker on the matching workstream and gets raised in the weekly Friday note.
Brand and creative assets
- ■ CriticalLogo files in SVG and PNG (light and dark variants)
- ■ CriticalBrand guidelines (colours, typography, voice, visual style)
- ■ CriticalFounder and senior team headshots, plus b-roll cleared for community use
- ■ CriticalTrademark / brand IP licence in writing permitting use of the Soar With Us name and marks on the community, ad creative and course materials for the term of the agreement
- □ RequiredExisting case study library and social proof assets, with written client consent to repurpose into ad creative and landing pages
- □ RequiredReference access to existing ad creative for style continuity (Meta Ad Library link or shared drive)
- □ RequiredExisting video assets repurposable for VSLs, ad creative, course modules: raw files plus signed releases for any individuals on camera
- □ RequiredCustomer testimonial consent forms (or template approval) for new community-member testimonials captured post-launch
Audience access
- ■ CriticalEmail marketing platform (Klaviyo or equivalent): admin or editor access
- ■ CriticalVerified consent / lawful basis records for the existing email list, sufficient to support GDPR-safe community campaign sends
- ■ CriticalInstagram: editor/admin for stories, posts, DM routing
- ■ CriticalTwitter/X, LinkedIn, TikTok, YouTube: editor access where applicable, plus channel-owner access on YouTube for monetisation/analytics
- ■ CriticalPodcast: producer-level access for promotional planning and host-read coordination
- □ RequiredPodcast episode archive with timestamps for past relevant segments
- □ RequiredAgreed cadence of podcast promotional slots in the first 6 months (committed in writing, not best-efforts)
- □ RequiredCRM / contact database (HubSpot or equivalent): read access for warm-list segmentation and look-alike seed audiences
Meta ad infrastructure
- ■ CriticalMeta Business Portfolio (Business Manager) admin access, with Portfolio ID supplied to PaidFunnels.com in writing
- ■ CriticalDedicated ad account inside that Portfolio in the Soar With Us / community entity name with valid billing and a credit line sized to the §V.7 ad-spend ramp
- ■ CriticalClean ad account history (no restrictions or active policy violations), with any prior issues disclosed in writing
- ■ CriticalMeta Pixel installed on all Soar With Us properties receiving community traffic, with PaidFunnels.com granted edit rights on the Pixel
- ■ CriticalDomain verification completed inside the Business Portfolio for every domain that will receive community traffic
- □ RequiredCAPI (Conversions API) integration for server-side tracking, with the access token shared with PaidFunnels.com
- □ RequiredBackup ad accounts (minimum two) provisioned and pre-warmed inside the Portfolio in case of restriction
- □ RequiredPage admin access on every Facebook/Instagram page used as the ad-publishing identity
Web, analytics & tracking
- ■ CriticalDomain DNS control (or delegated CNAME / subdomain control) for the community subdomain, e.g. community.soarwithus.com or equivalent
- ■ CriticalGoogle Tag Manager: container admin access, or a dedicated container provisioned for the community
- ■ CriticalWeb analytics (GA4, Plausible or equivalent): editor access on the relevant property, plus historical export rights
- □ RequiredGoogle Search Console verified ownership shared with PaidFunnels.com for the community subdomain
- □ RequiredServer / hosting logs access for the landing-page stack, or confirmation that PaidFunnels.com hosts the funnel infrastructure end-to-end
- □ RequiredCookie consent / CMP configuration consistent with EU+UK ad-tracking requirements
Community platform & people
- ■ CriticalSkool (or equivalent) account in Soar With Us name, owner-level access granted to PaidFunnels.com
- ■ CriticalTwo named principals committing to 2 weekly live Q&A sessions (1 hour each), with calendars shared, recurring slots booked, and recording consent given
- ■ CriticalBackup roster of 2–3 senior leaders to cover Q&A when principals unavailable, with the same recording consent on file
- ■ CriticalHoliday and travel blackout dates surfaced 6 weeks ahead so the live calendar is never silently broken
- □ RequiredCustom subdomain configured (e.g. community.soarwithus.com) and pointed at the platform
- □ RequiredExisting course / IP catalogue licensed to the community for inclusion in member onboarding and ongoing programming
- □ RequiredDesignated single operations contact and single legal/finance contact, both with delegated authority to unblock day-to-day decisions
Commercial, payments & tax
- ■ CriticalSigned binding agreement reflecting this framework within 30 days
- ■ CriticalAd spend funding commitment confirmed in writing, with the §V.7 ramp pre-authorised so monthly step-ups don't require re-approval
- ■ CriticalPlatform and processing fee funding authorised on the same pre-approved basis
- ■ CriticalStripe account in the Soar With Us / community entity name, connected to the platform, with PaidFunnels.com granted developer + reporting access
- ■ CriticalBank account and invoicing entity confirmed for community revenue receipts and PaidFunnels.com payouts (profit share + community-funded hires)
- □ RequiredVAT registration status confirmed for the community entity, and a written position on whether members are charged inclusive or exclusive of VAT
- □ RequiredTax / withholding position confirmed for any cross-border payments to contractors or PaidFunnels.com
- □ RequiredLegal counsel engaged to paper the binding agreement, the brand IP licence, and the contractor IP-assignment templates
Legal, governance & risk
- ■ CriticalExclusivity confirmation in writing: Soar With Us will not run, license or co-promote a competing paid community for the term of the agreement
- ■ CriticalPrivacy policy and Terms of Service specific to the community, reviewed by Soar With Us counsel before launch
- ■ CriticalData Processing Agreement covering member data flowing between Soar With Us, PaidFunnels.com and the community-funded hires
- ■ CriticalNamed incident-response contact with 24h response SLA for account compromise, DMCA notices, refund disputes and member safeguarding issues
- □ RequiredContractor agreements with IP-assignment clauses for each of the two community-funded hires (community manager, video editor); templates to be provided by Soar With Us counsel, executed before each hire starts
- □ RequiredProfessional indemnity / public liability insurance covering principal time on community, with PaidFunnels.com named as an interested party where the policy permits
- □ RequiredPR / press coordination contact for launch week, with pre-agreed approval window for outbound press notes
Access handover timeline
- Within 7 days
- Brand assets and IP licence, podcast access, Meta Business Portfolio ID + ad account access, domain/DNS control, GTM and analytics editor access, Stripe and bank/invoicing entity confirmed
- Within 14 days
- All social account access, email platform access (with consent records), CRM read access, community platform set up with PaidFunnels owner access, principal calendars + recording consent on file
- Within 21 days
- Existing content and course IP migrated, case studies + testimonials with written consent curated, live session schedule confirmed with backup roster, exclusivity confirmation in writing, privacy policy + ToS + DPA drafted
- Within 30 days
- Binding legal agreement signed, contractor agreements with IP assignment templated, VAT and tax positions confirmed, incident-response contact named with SLA, all funnel infrastructure live in staging
Governance & operations
Clear decision rights, predictable reporting, total transparency.
Decision rights
PaidFunnels-led
no sign-off required- •Day-to-day community operations, moderation, engagement.
- •Content calendar, clipping, social repurposing.
- •Ad creative, targeting, budget allocation within monthly budget.
- •Onboarding flow, activation experiments, in-community programming.
- •Hiring for roles under £4,000/month.
- •Tool selection for community tech stack.
Joint decision
both parties sign off- •Changes to pricing, offer structure, or positioning.
- •Monthly ad budget. Default scale-up of ≥20% month-on-month at breakeven or better is pre-agreed (§ IX.5); only deviations from that default need a fresh decision.
- •Hiring for roles above £4,000/month.
- •Annual strategic plan and MRR targets.
- •Any partnership, sponsorship, or affiliate deal involving the brand.
- •Introduction of new tiers or adjacent products.
Soar With Us-led
PaidFunnels advises- •Use of the Soar With Us brand, trademark, and founder likeness in external material.
- •Podcast promotional slots and mentions.
- •Final sign-off on anything bearing the Soar With Us name.
- •Ascension offers and agency retainer conversions.
- •Legal structure, entity formation, commercial documentation.
Reporting cadence
- Daily
- Async Slack update on key metrics (signups, churn, ad performance).
- Weekly
- 30-min partnership call. Metrics review, blockers, next focus.
- Monthly
- Full P&L reconciliation, cohort analysis, retention report. 60-min review.
- Quarterly
- Strategic review: growth plan, team build, next quarter priorities.
- Annually
- Contract review, commercial terms refresh, target setting.
Financial transparency
- •PaidFunnels.com receives view access to Stripe (or equivalent).
- •PaidFunnels.com receives view access to community platform admin and billing.
- •Both parties review a shared monthly P&L before profit share is calculated.
- •Disputed cost allocations flagged in writing within 10 days, resolved within 20.
- •Annual accounts of the community entity (if separate) made available on request.
Unlimited working access
Not a fixed-hours engagement. Soar With Us principals can book unlimited time with Addison. PaidFunnels.com has working access to the Soar With Us marketing leaders. The profit share compensates the relationship, not the hours.
Key commercial terms
Where this document and a subsequent legal contract conflict, the legal contract prevails. Both parties agree to standard drafting that reflects the commercial intent here.
Term and renewal
- Initial term
- 6 months from signature.
- Renewal
- Automatic 12-month rolling renewal unless either party gives 60 days written notice prior to end of initial term.
- First 60 days
- Either party may terminate with 30 days notice if the partnership is not working. No penalties.
- Right of first refusal
- At end of initial 6 months, if Soar With Us continues operating the community, PaidFunnels.com has the right to renew at the same terms. Soar With Us may not unilaterally renegotiate the profit share downward at renewal.
Termination
- •For convenience: 60 days written notice during and after the initial term.
- •For cause (material breach): 30 days notice with opportunity to remedy.
- •Immediate: in the event of fraud, insolvency, or gross misconduct.
- •PaidFunnels.com transfers all operational access, SOPs, and playbooks to Soar With Us within 30 days.
- •Profit share continues to accrue through the final month of active service.
- •Soar With Us pays any unpaid profit share within 30 days of termination.
Exclusivity
- •PaidFunnels.com: remains free to operate the PaidFunnels.com agency and serve clients in any vertical. The only restriction is on running a directly competing paid community product targeted at the same audience as Soar With Us during the term.
- •Soar With Us: will not engage another party to build, operate or run a competing community product during the term.
- •Non-solicitation (post-termination): both parties agree not to poach the other's community members or team for 12 months post-termination.
Intellectual property
- Community IP
- All community-specific content, branding, member lists, and commercial IP sit with Soar With Us or the agreed community entity.
- Operational IP
- Frameworks, SOPs, automations, and playbooks developed by PaidFunnels.com remain PaidFunnels.com property, reusable with other clients.
- Joint IP
- Anything co-created is co-owned and cannot be commercialised independently without mutual consent.
- Data
- Member data is controlled by Soar With Us or the community entity. PaidFunnels.com has operational access only during the term.
Ad spend
- •Ad spend is 100% funded by Soar With Us. PaidFunnels.com does not front, reimburse, or finance any portion at any stage.
- •Meta is the sole paid acquisition channel for the duration. Adding channels requires written mutual agreement.
- •Ad accounts in Soar With Us name with billing against the Soar With Us payment method. PaidFunnels.com operates under Business Manager access.
- •No mark-up by PaidFunnels.com on ad spend, agency fees, or platform costs.
- •Default scale-up rule. If the previous month was at least breakeven on a contribution basis (community gross profit ≥ ad spend), the next month's ad budget increases by at least 20%. Both parties may agree a larger step. The rule is the default, not a ceiling.
- •Pause condition. Scale-up pauses (budget held flat or reduced) only if any of: (a) blended CAC breaches the £180–£230 cold band for two consecutive weeks; (b) blended monthly churn drifts above the 18% baseline (ref [9]) for two consecutive months; (c) Meta account stability flagged. Resumes automatically once the trigger clears.
- •Monthly ad budget reconciled jointly each month against CAC, LTV, and the scale-up rule above. Either party may propose a faster ramp.
- •Unspent budget rolls over. Overspend beyond 10% of budget requires sign-off.
Liability, confidentiality, governing law
- Liability
- Each party liable for direct consequences of its own actions. PaidFunnels.com carries professional indemnity insurance at minimum £1,000,000. Liability capped at fees paid in preceding 12 months, excluding fraud or gross negligence.
- Confidentiality
- Both parties treat commercial terms, financials, member data, and strategic plans as confidential. Survives termination for 3 years. Standard carve-outs apply.
- Governing law
- England & Wales. Disputes resolved first through good-faith negotiation between the principals, then mediation, then the courts of England & Wales.
Risk & mitigation
The failure modes that kill community businesses, and how this partnership is built to absorb them.
Hitting the £405k M24 target requires every one of these risks to stay inside its mitigated band for 24 months straight.
Realistically, two or three will breach at some point. Each breach typically costs 1 to 3 months of trajectory. Plan for that, not against it.
Unit economics break if blended monthly churn drifts above the 18% Skool-platform-average baseline (ref [9]). At 18% the average tenure is 5.5 months and LTV £833 at £150 ARPU.
Onboarding and activation built in Phase 0. First 90 days designed before launch. Weekly cohort tracking from day one against the 18% baseline. Stretch goal: pull blended churn to 12–15% as warm cohorts mature.
Ad spend burns without profitable return; margin compresses below 30%.
Warm audience carries first 100–150 members. Cold tested at low spend in Phase 1 before scaling. Monthly CAC:LTV review with caps on underperforming channels.
Weekly Q&A commitment falls away; perceived value drops; churn accelerates.
Clear upfront commitment from named individuals. Backup roster of senior team. Pre-recorded library built in Phase 0 as insurance.
Breakdown of trust around what counts as direct cost; profit share disputes.
Tight definition of net profit (§ 5.6). Monthly reconciliation with shared P&L. 10-day dispute window.
Outage, policy change, or pricing change disrupts operations.
Member data exported weekly. Email list owned independently. Fallback platform evaluated quarterly.
Meta ad account restricted, halting primary acquisition.
Multiple ad accounts provisioned. Business manager access mirrored. Creative and audience rotation to avoid fatigue flags.
Community positioning dilutes or conflicts with the Soar With Us agency brand.
Clear brand architecture in Phase 0. All external messaging signed off by Soar With Us. Quarterly positioning review.
Things not treated as risks
- •Launch demand: warm audience, podcast, and email list remove launch demand as a meaningful risk.
- •Operator capability: PaidFunnels.com has direct response, paid media, and community operator experience across the relevant verticals.
- •Brand authority: the Soar With Us existing credibility in DTC marketing carries the offer, the single largest de-risking factor in the model.
Next steps
If this framework is broadly acceptable, the path to go-live is straightforward.
- •Alignment call to walk through this document and resolve open questions.
- •Commercial terms confirmed in principle.
- •Legal counsel engaged by Soar With Us to draft binding agreement.
- •Binding commercial agreement signed.
- •First profit-share distribution due (M2 reconciliation).
- •Access to audiences, accounts, and infrastructure granted.
- •Kickoff workshop held (Addison and Soar With Us principals).
- •Phase 0 build executed: platform, content, launch campaign, first 8 weeks of content.
- •Waitlist built via soft announcements.
- •Launch campaign scheduled.
- •Community launches to warm audience.
- •First paying members onboarded.
- •Phase 1 begins.