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Engineer Review ($349) + Permit Package ($4,997) — Dual-Product Funnel Audit
Generated: June 2026 · QuiPlans Internal Audit
Visibility
ER
PP
CTA Hierarchy
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PP
Value Prop
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PP
Checkout
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PP
Premium Feel
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PP
OVERALL
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PP
✅ Engineer Review ($349) — Score: 75/100
The Engineer Review is reasonably well-positioned across the platform. The Feasibility page has strong value messaging, the risk-reduction framing works, and the $349 credit-toward-permit reduces friction. Primary gaps: (1) quiz results page has zero ER visibility, (2) post-checkout confirmation does not advance to Permit Package, (3) Priority/Expedited tiers create premature pricing confusion on the main page.
🔴 Permit Package ($4,997) — Score: 48/100
The Permit Package is severely under-positioned and unlikely to convert at scale. Critical issues: (1) No dedicated landing page — users land directly on an intake form with no value narrative. (2) The word "guarantee" never appears. (3) No ROI framing. (4) No differentiation from Permit Plans. (5) Nearly invisible in the main customer journey. The Permit Package is the highest-value product on the platform and currently receives the least marketing support.
⚠️ Funnel Architecture Finding
The platform currently presents four paid offers with overlapping value propositions and insufficient differentiation. Most homeowners cannot distinguish Permit Plans from the Permit Package. The funnel should be simplified to two primary offers — Engineer Review → Permit Package — with all other products demoted to secondary/tertiary positions.
Homepage (Home.jsx)
Engineer Review:
Engineer Review appears prominently in the 3-step funnel card (featured, dark background, "Most Popular" badge). Also appears in the 4-card "Which Option" section and hero engineering strip. Visibility is strong.
Permit Package:
Permit Package appears in the 4-card comparison section at the bottom of the page as one of four equal-sized options. No standalone promotion. No hero mention. No banner. Visibility is low.
Permit Package receives equal visual weight to the $99 Property Match in the comparison cards
No Permit Package mention in hero, trust bar, or financial intelligence section
Quiz (AduFinderQuizV3)
Engineer Review:
Engineer Review not mentioned during the quiz flow.
Permit Package:
Permit Package not mentioned during the quiz flow.
Neither product is seeded during the quiz — a missed intent-capture opportunity
Quiz Results (AduFinderQuizV3Results)
Engineer Review:
No Engineer Review CTA found on quiz results page. This is the highest-intent moment in the funnel.
Permit Package:
Permit Package not visible on quiz results page.
CRITICAL: Quiz results page does not surface either revenue product
Owner-Builder Dashboard (OBOverview)
Engineer Review:
Engineer Review visible in OBPathSelector (recommended option), OBProjectRoadmap (stage 2), OBReportComparison, and OBEngineerReviewClarity. Solid visibility post-sprint.
Permit Package:
Permit Package not separately surfaced in dashboard. Appears only as "Permit Plans" stage in roadmap, which conflates the $1,297 product with the $4,997 product.
Permit Package and Permit-Ready Plans not differentiated in dashboard roadmap
Plan Detail Page (PlanDetail.jsx)
Engineer Review:
Engineer Review / Feasibility mentioned in the service context. CTA exists but is not primary.
Permit Package:
Permit Package not visible on plan detail pages. This is a high-value touchpoint (user is looking at a specific plan) where Permit Package should appear as the premium option.
Plan detail page closes with permit-ready plans but never offers the Permit Package as an upgrade
Feasibility / Engineer Review Page
Engineer Review:
Engineer Review is the page product. Strong positioning: hero, form, deliverables, testimonial, credit explanation.
Permit Package:
Permit Package appears as the post-purchase next step ("Browse Permit-Ready Plans from $1,297"). However, it references permit-ready PLANS not the Permit PACKAGE — a meaningful distinction that is lost.
Post-feasibility CTA links to permit-ready plans catalog, not Permit Package intake
Permit Package Intake (PermitPackageIntake.jsx)
Engineer Review:
N/A
Permit Package:
Intake form is functional. Milestone payment structure is clear. However, there is NO value-sell page before the intake form — homeowners land directly on a form without reading why the Permit Package is worth $4,997.
No dedicated sales/landing page before intake form
No testimonials, ROI framing, or guarantee on the intake form page
Purchase Success / Post-Purchase
Engineer Review:
PurchaseSuccess is generic. No follow-up CTA to Engineer Review for plan buyers.
Permit Package:
PurchaseSuccess for feasibility purchase does not surface Permit Package as the next step. Highest-intent post-purchase window is unused.
Post-purchase confirmation does not route to next revenue product
Prioritized by revenue impact · P0 = implement immediately
Permit Package needs a dedicated landing page
CRITICALP0Permit PackageThe Permit Package has NO standalone landing/sales page. It goes directly to an intake form. A homeowner who lands on the page has no idea what they are buying, why it's worth $4,997, or how it differs from buying permit-ready plans ($1,297). Without a value-sell page, the Permit Package will consistently underperform.
Fix
Create /PermitPackage with full positioning, guarantee framing, service differentiator, testimonials, and pricing justification before the intake form.
HIGH — likely the single largest revenue blocker on the platform.
Permit Package is buried and rarely surfaces in the customer journey
CRITICALP0Permit PackageHomepage: mentioned in a 4-card comparison at the bottom (same visual weight as $99 option). Dashboard: appears in roadmap as "Permit Package" but its value vs. just buying permit-ready plans is never explained. Quiz results: not visible. Plan pages: not visible. The $4,997 product has near-zero funnel surface area.
Fix
Add a persistent "Done-For-You Permit Package" CTA to: (1) every plan detail page after permit-ready plans section, (2) quiz results page, (3) dashboard overview above the fold, (4) post-Engineer-Review confirmation.
HIGH — estimated 2–4× increase in Permit Package awareness.
Engineer Review CTA disappears after quiz — no post-quiz upsell
CRITICALP0Engineer ReviewAfter completing the quiz, users land on a results page that shows plan recommendations. There is no prominent Engineer Review CTA visible. The most conversion-ready moment (post-quiz, post-intent signal) is not being monetized for the primary product.
Fix
Add a sticky or prominent Engineer Review section on the AduFinderQuizV3Results page, positioned as "your next step after seeing your matches."
HIGH — quiz completers are the highest-intent traffic on the platform.
Permit Package guarantee is not named or framed as a guarantee
HIGHP1Permit PackageThe Permit Package is labeled "Done-For-You Permit Management." It includes revision management and city coordination — but nowhere on the intake page or review screen does it say "we guarantee permit submission" or "we handle every revision until accepted." The guarantee framing exists in language but is never positioned as a competitive differentiator.
Fix
Add a named guarantee: "Revision & Resubmission Guarantee — we handle every revision until permit submission, included." Frame it visually on the landing page with a shield icon and bold headline.
HIGH — premium concierge products require explicit guarantee framing.
$99 Property Match Report competes for visual dominance with Engineer Review across 4 major touchpoints
HIGHP1Engineer ReviewOn the Homepage comparison section, Dashboard (OBReportComparison), and Dashboard (OBPathSelector), the $99 option is visually present alongside or before the $349 option. On the homepage "Which Option Is Right For You" section, all four options are equal-sized cards. Although the Engineer Review gets a "Most Popular" badge on this specific section, the $99 report appears first in tab order and receives the same card footprint.
Fix
Homepage Section 5B: make Engineer Review card 2× larger (featured). Demote $99 card to a smaller secondary style. Add "Self-Service" label to $99 card. Remove $99 from top-of-page navigation.
MEDIUM-HIGH — visual hierarchy directly determines which product converts.
Checkout form gates Engineer Review with too many optional fields
HIGHP1Engineer ReviewThe Feasibility page checkout form includes: Full Name, Email, Phone (optional), Property Address, Notes, Terms checkbox. Phone and Notes are optional but appear in the main flow, adding friction. Additionally, the Terms checkbox disables the submit button — a known conversion-reduction pattern when it appears below the fold on mobile.
Fix
Reduce form to: Name, Email, Address (pre-fill from URL param), Terms. Move Phone/Notes to a post-purchase step. Ensure Terms checkbox is visible without scrolling on mobile.
MEDIUM — form friction directly impacts checkout conversion rate.
No "next step" CTA from Engineer Review to Permit Package on confirmation/success page
HIGHP1BothAfter completing the Engineer Review purchase, the homeowner sees PurchaseSuccess with generic messaging. There is no handoff CTA to the Permit Package. This is the highest-intent moment to introduce the Permit Package (customer just invested $349 and is expecting a professional relationship).
Fix
Add to PurchaseSuccess (when package_type=feasibility): "Your next step after your engineer report: consider the Done-For-You Permit Package — your $349 is credited." with a CTA to /PermitPackageIntake.
HIGH — post-purchase intent windows are historically the highest-converting.
Permit Package pricing ($4,997) is not justified with a clear ROI narrative
MEDIUMP2Permit PackageThe intake page and review screen list service deliverables but never frame the ROI. A homeowner reading the page needs to understand: "You will spend $4,997, but you will save 60–120+ hours of city communication, likely avoid $5,000–$20,000 in revision costs, and get your ADU generating $1,400–$3,200/month sooner." Without this framing, $4,997 feels expensive.
Fix
Add an ROI framing block to the landing page: "At $2,000/mo rental income, this package pays for itself in 3 months. The time you save managing the city is worth far more."
MEDIUM — pricing justification directly impacts high-ticket purchase decisions.
Engineer Review page has conflicting product references: Priority and Expedited tiers
MEDIUMP2Engineer ReviewThe Engineer Review page (Feasibility.jsx) shows a priority upsell strip for $599 and $899 reviews immediately below the hero, before the homeowner has decided on the standard $349 option. This creates premature anchor confusion. A homeowner still evaluating whether to spend $349 is now processing three price points.
Fix
Move Priority/Expedited upsell strip below the form (post-decision intent), or remove it from the page and introduce it only after standard checkout.
MEDIUM — decision complexity reduces standard conversion rate.
Plans ($1,297) and Permit Package ($4,997) are not clearly differentiated on any single page
MEDIUMP2BothThe key offer differentiation — "Permit-Ready Plans you submit yourself vs. Permit Package where we manage the entire submission and revision process" — is never stated in a single clear comparison anywhere in the current funnel. Homeowners conflate them. This suppresses both conversion rates because the homeowner is uncertain which to buy.
Fix
Create a dedicated comparison section on both the Feasibility page and the Plan Catalog page: "Plans vs. Package — what's the difference?" in a 2-column table.
MEDIUM — offer confusion is the #1 identified cause of purchase abandonment for multi-offer funnels.
Final Certification Status
Engineer Review — CONDITIONAL PASS
Score: 75/100. Positioned reasonably well. Checkout functional. Key gaps: quiz results page visibility, post-purchase Permit Package handoff, and Priority/Expedited tier timing.
Permit Package — NOT CERTIFIED
Score: 48/100. No landing page. No guarantee framing. No ROI narrative. No differentiation from Permit Plans. No testimonials. Unlikely to convert at scale in current state.
If You Could Only Optimize Two Products
1. Engineer Review ($349) — Already functional. Invest in: quiz results CTA, post-purchase Permit Package handoff, form simplification. Estimated lift: +15–25% ER conversions.
2. Permit Package ($4,997) — Build a dedicated landing page with guarantee framing, ROI narrative, testimonials, and premium concierge positioning. Then surface it everywhere post-Engineer-Review. This is the highest-value revenue opportunity on the platform.
QuiPlans Revenue Driver Certification Report · June 2026 · Internal Audit