Month 1: Learning & Setup (Foundation Phase)
Week 1: Understanding the Industry & Choosing Your Niche
✅ Research profitable niches: E-commerce, Real Estate, Coaches, Medical, Law Firms
✅ Pick one niche to focus on
✅ Study automation tools: Zapier, ManyChat, Make.com, Chatbots, APIs
✅ Create business social media profiles (LinkedIn, Twitter, Instagram)
✅ Write a clear offer statement ("I help [Niche] automate [Task] to save time & increase
revenue.")
✅ Research 100+ potential clients in your niche
✅ Set up a tracking sheet to log outreach & progress (Excel/Notion/Google Sheets)
Week 2: Mastering Automation & Crafting Your Offer
✅ Learn Zapier workflows for automating tasks
✅ Build a simple automation demo (Use free trials if needed)
✅ Craft an irresistible cold outreach script
✅ Write a high-converting email/DM template
✅ Test your automation on a dummy business (or your own processes)
✅ Research 200+ additional potential clients
Week 3: Outbound Outreach Begins (DMs, Cold Emails, Calls)
✅ Send 100-200 DMs/Emails per day
✅ Join Facebook Groups, LinkedIn Groups, and Twitter discussions in your niche
✅ Call 20+ businesses daily
✅ Follow up with interested leads
✅ Book at least 5 calls per week
✅ Offer free trials to at least 2 clients (for testimonials & case studies)
Week 4: Closing First Paying Client
✅ Deliver free trials & collect testimonials
✅ Ask free trial clients to convert into paid clients ($500-$1K to start)
✅ Keep sending 100-300 DMs daily
✅ Close at least 1 paying client this week
✅ Track all responses & improve messaging
✅ Start creating content (LinkedIn/Twitter posts) about automation benefits
💰 Goal by End of Month 1: 1-2 clients paying $500-$1K each = $1K-$2K revenue
Month 2: Scaling to $5K-$8K/Month
Week 5: Increase Outreach & Close More Clients
✅ Scale outreach to 300+ DMs/Emails per day
✅ Start posting daily on LinkedIn/Twitter (Build authority)
✅ Create a referral program (Offer discounts for referrals)
✅ Start charging $1K-$2K per client
✅ Close 2 more paying clients
Week 6: Improve Sales Skills & Build Case Studies
✅ Learn high-ticket sales (Watch Alex Hormozi/Grant Cardone videos)
✅ Follow up with all past leads (Most sales happen in follow-ups)
✅ Post a testimonial or case study on LinkedIn/Twitter
✅ Reach out to bigger businesses & raise prices
✅ Close at least 1 more client this week
Week 7: Systemizing & Streamlining Work
✅ Automate your own agency with Zapier/AI
✅ Hire a Virtual Assistant (VA) to handle outreach
✅ Close 2 more high-ticket clients ($2K+ each)
✅ Implement upsells (offer extra automation services for more $$)
✅ Reach $5K-$6K/month in revenue
Week 8: Refining & Preparing for $10K Scaling
✅ Improve automation systems for current clients
✅ Increase prices to $2.5K-$3K per client
✅ Continue 300+ DMs daily but now focus on bigger businesses
✅ Start thinking about hiring a sales closer
✅ $7K-$8K revenue target this week
💰 Goal by End of Month 2: 3-5 clients paying $2K each = $5K-$8K revenue
Month 3: Scaling to $10K+ & Hiring Team
Week 9: Advanced Outreach & Paid Ads (Optional)
✅ Scale DMs to 500+ per day (using a VA)
✅ Start paid ads (if you have a budget) for lead generation
✅ Offer premium automation setups for $3K-$5K per client
✅ Close at least 2 more high-ticket clients
Week 10: Optimize Operations & Deliver Big Results
✅ Improve fulfillment (make sure automations work flawlessly)
✅ Get video testimonials from past clients
✅ Hire 1 more VA to handle support or client onboarding
✅ Close 1 more high-ticket client
Week 11: Hitting $10K/Month Consistently
✅ Continue outreach & follow-ups
✅ Build a client retention plan (keep clients paying monthly)
✅ Offer consulting services for an extra $1K/month per client
✅ Close at least 1 more client at $3K+
Week 12: Automate & Expand
✅ Hire a sales closer so you don’t have to sell
✅ Increase prices to $3K-$5K per client
✅ Focus on high-ticket businesses that pay BIG
✅ Work only on business growth, not daily outreach
💰 Goal by End of Month 3: 5+ clients paying $2K-$3K each = $10K-$15K revenue
🎯 Final Summary: How You’ll Hit $10K/Month
✅ Month 1: Learn automation, start outreach, get 1-2 clients ($1K-$2K)
✅ Month 2: Scale outreach, raise prices, get 3-5 clients ($5K-$8K)
✅ Month 3: Hire a VA, automate, close 5+ high-ticket clients ($10K+)
🚀 If you follow this to-do list, track progress, and stay consistent, you WILL hit
$10K/month in 90 days!
