Welcome to Phase 1, Nathan
Your 120-day system build, ideal client clarity, and execution roadmap. Read carefully, fill in everything, and bring this open on your laptop tomorrow.
- 01. Welcome to Phase 1, Nathan
- 02. Contact Info
- 03. Welcome & Confirmation
- 04. Your Offer Ladder
- 05. Ideal Client Deep-Dive
- 06. Content Structure & Cadence
- 07. Daily & Weekly Execution Checklist
- 08. Tools Setup
- 09. Sales Tracking Process
- 10. Phase 2 Setup — Twilio + Resend (start ASAP)
- 11. 120-Day Milestone Roadmap
- 12. Questions for Tomorrow's Call
- 13. Final Sign-Off
Welcome to Phase 1, Nathan
Your 120-day system build, ideal client clarity, and execution roadmap. Read carefully, fill in everything, and bring this open on your laptop tomorrow.
Contact Info
Verify or update your basic info.
Welcome & Confirmation
What's confirmed: $500 deposit paid via Zelle on May 6, 2026. Term 120 days from contract effective date. 25% commission of all qualifying revenue. One complete funnel build + offer system + AI nurture + ongoing iteration. Weekly strategy calls + sales call reviews via Fathom.
Your Offer Ladder
Your proposed pricing: Buy-In $85/mo, Low $130/mo, Medium $300/mo (current core), High $450/mo, VIP Exclusive $700/mo. My recommendation: simplify to 3 tiers (Buy-In, Core, VIP) for the first 60 days, layer in Low and High after Week 8 with conversion data. Also: rethink the buy-in. $85/mo with week-3 upgrade target creates payment friction. Consider $97 one-time 21-day starter instead.
Ideal Client Deep-Dive
Funnels, ad copy, AI nurture, and content all flow from one thing: knowing exactly who you're selling to. Be specific. Most of your fitness leads come through your motorcycle platform. Don't dilute that.
Content Structure & Cadence
Per the contract: minimum 1 piece of content per day across TikTok and/or Instagram. At least 3 of those per week tied directly to your fitness offers (not motorcycle content). Your motorcycle audience is a feeder. Fitness offers don't sell themselves to people who follow you for bike content unless you connect the dots.
Daily & Weekly Execution Checklist
This is what you're committing to do. Hitting these protects your contract terms and keeps the build moving. Print this and tape it to your monitor. (Note: your live daily checklist also lives at /checklist with day-by-day completion tracking.)
Tools Setup
Step-by-step. Do these in order. We can walk through them togetehr as well.
Sales Tracking Process
The numbers don't lie. If we don't track, we can't fix what's broken. Daily metrics: leads added, source, lead magnet used, discovery call booked, sales call conducted, outcome, tier sold, dollar amount, TSFS qualifying yes/no. Weekly metrics auto-tracked. Monthly review on the last day of every month. (Your live daily tracker is at /tracker.)
Phase 2 Setup — Twilio + Resend (start ASAP)
Heads up — I need you to knock these out so I can start building your backend (SMS drip + automated email). Twilio takes 2-3 weeks for carrier approval (US carrier rule, not us), so START THERE FIRST. Resend is fast, can be done tonight. Both have free tiers that cover everything we'll do early on. Don't paste any keys or passwords in chat — text me directly when you're ready to hand them over.
120-Day Milestone Roadmap
Days 1-14 Foundation: avatar lock, lead magnet, funnel V1 live. Days 15-30 Nurture: AI flow + offer ladder finalized. Days 31-60 Optimize: funnel iteration based on data. Days 61-90 Scale: paid ads launch when net profit trigger hits. Days 91-120 Lock & Hand-off: documentation, knowledge transfer, future-state plan.
Questions for Tomorrow's Call
Don't answer these now. Just read them so you're ready when we get on the call. The more thought you've put in beforehand, the faster we move. We'll work through these live.
Final Sign-Off
Confirm you've completed everything.