BOUNDARIES

Must Have Basics:

  • designated bank account for this business’s use only
  • separate email account for business use only
  • ‘work zone trigger’ – let’s your brain and body know that it’s focus time
  • terms, conditions, & disclaimer available for all clients to see and read
  • risk assessment for your business, projects, and marketing
  • deciding how much personal/business overlap you will allow on your social media

Next Steps:

  • business entity established depending on your goals and location (LLC, Trade Name, Partnership, etc.)
  • a celebration strategy (big & small)
  • a safe place to share your wins AND losses free of judgment, fear of someone stealing the idea, or that it will come back to haunt you
  • a script for loved ones when you hear ‘well… you’re at home, could you just…’ or those pesky, ‘can I pick your brain’ messages

Mastery Includes:

  • boundary scripts for common situations & questions (saying no, leading people to paid work, sharing your latest idea without giving away the farm, etc.)
  • documented brand values & expression are clear to you and your audience
  • got your work schedules & systems in writing so you can refer back to them while strategizing
  • scheduled in breaks, day trips, self-care days, appointments for you and/or your family’s health, post launch/webinar/new idea recovery times
  • scheduled long vacations and weekends, off times where you DON’T DO ALL THE THINGS
  • friends – you have them, you see them, do you have a healthy mix of entrepreneur, hobby, and long-time acquaintance
  • explored if you are ready to have/support/cultivate brand ambassadors

SYSTEMS

Must Have Basics:

  • organizational system for documenting ideas you have
  • the name of your master email list
  • any tags/sub list names for old offers & upcoming offers
  • decide on your email provider (MailChimp, ConvertKit, Active Campaign, etc.)
  • decide on payment processor (Stripe, PayPal, MoonClerk, etc.)

Next Steps:

  • implementation plan that allows for you to pause and pick up without loss of momentum or pace
  • ‘success kit’ – for strategically documenting what you’ve done so far AKA proof for your subconscious that you’re not a lazy, good-for-nothing bum
  • a safe time & place to explore your hits of inspiration
  • organization system that answers the question – ‘what do I do next?’
  • all the ways you want to add money to that fancy bank account – physical products, speaking gigs, retreats, 1:1, groups, affiliates, referral only, evergreen, quarterly launches, etc.
  • testimonials: how to get them, what questions to actually ask them so you don’t get useless testimonials, where to put them, when to use them
  • brand theme: what your brand communicates about your impact on the world, your brand personality (professional whimsy, light & open, driven & focused, etc.)
  • love/hate task lists – the beginning of a strategic delegation plan
  • ‘oops’ – backup plan & scripts

Mastery Includes:

  • quick links on your phone/desktop that allow you to quickly & painlessly share your work/resources as you see the need come up online
  • accountability that doesn’t feel like nagging, whining, or everyone scattering and then whining about it, see also: ‘a group of people who just… get it’
  • a biz bestie that you can get an outside perspective from
  • a complete understanding of your business pyramid
  • comfortable with how all of your products/services fit together and support your brand identity
  • your delegation plan is ready to go, if not already implemented
  • advertising converts within-risk limit

WEBSITE

Must Have Basics:

  • website domain purchased
  • hosting purchased
  • google analytics installed on site
  • facebook pixel installed on site
  • chosen website builder/theme/platform
  • installed page builder/theme
  • installed email provider plug-in if necessary

Next Steps:

  • social media channels chosen
  • social media strategy plan
  • Social media strategy implemented (do you really want to have the group, the stream, the slack…. does your client find value in it?!?!)
  • comfort level with your email provider – can you set up an email funnel in less than a day?
  • can you make a video without losing all of your hair in the process (sales, instructional, etc.)?
  • comfortable with your page builder/theme – you can navigate the back end of your website without fear of accidentally breaking something
  • are you able to get an idea/lead collector together without spending 4x the amount of time you thought?
  • found a sales page format that works for your business

Mastery Includes:

  • clean & tidy ‘home’ for your business, no clutter
  • your social media privacy settings are setup
  • ability to quickly and easily run special occasions – flash sale, bundle, new freebie, challenge, offer, etc.
  • cohesion with all brand elements (are you comfortable with what's out there/has your name on it?)
  • able to analyse where your traffic is coming from/going

CONTENT

Must Have Basics

  • clear on who you want to work with (beyond basic demographics, what’s their personality?)
  • one complete product/service available for sale (a CRYSTAL CLEAR idea can sometimes count)
  • 1 brand color that communicates your brand identity (fun, expansive, diligent, goofy, radiant, etc.)
  • 1 image of YOU that is taken from a good angle, is free of background distractions, and isn’t cropped from a group photo!

Next Steps

  • a bio that doesn’t make you sound like a cardboard cut-out
  • first full funnel is running
  • planning/running the next product funnel(s)
  • simple logo is designed and used liberally until we get the hang of it (this shit can be updated later, go simple & clean & readable)
  • freebie is created and ready to put into its own funnel
  • clear call to action/goal for each content piece shared
  • copy bank for your quick reference

Mastery Includes:

  • your ‘gateway drug’ is out there, on the streets, getting people hooked on YOU
  • multiple funnels are *able* to run simultaneously if that fits with your brand
  • able evaluate the effectiveness of your offers
  • can distinguish what’s causing your offer to stumble (messaging, targeting, structure, delivery method, etc.)
  • comfortable with call to actions for paid content
  • sales pages convert