Build a path to clients that gives the business what it needs
while moving you toward the way you actually want to live and work.
This gives us a starting hypothesis β not a rigid prescription.
STEP 1 Β· CURRENT REALITY
How are you building right now?
This is not a personality test.
We are looking at your current business behaviour.
Toward meaningful work
Creating, learning, helping clients,
developing ideas or doing work I enjoy.
Toward the growth machine
Funnels, posting, systems, targets
and whatever I have been told should get results.
I deliberately do both
I make the commercial move that matters
and protect work that gives me energy.
I question the direction
I wonder whether it still feels aligned
and may become attracted to a new idea.
I push harder
More volume, more discipline,
more optimisation or another strategy.
I look at what is actually happening
I identify what seems to be missing
and change one thing at a time.
I soften
I may over-explain, keep giving value
or avoid being too direct.
I focus on getting the decision
I rely heavily on the sales process
and keep moving the conversation forward.
Warm and direct
I state the price clearly,
stay human and let them make an adult decision.
STEP 2 Β· WANT
What do you want more of?
Choose the work you would genuinely like
your future business to contain more of.
Pick up to four.
Speaking
Teaching
Coaching
Writing
Podcasting
Deep Conversations
Community
Networking
Research / Learning
Creating Tools
Strategy / Thinking
Travel / Freedom
STEP 3 Β· NEED
What does the business actually need?
The life you want matters.
So does commercial reality.
Yes
I already have paying clients or closely related proof.
Not yet
This version still needs to be proven with real people.
A little
They can understand the value reasonably quickly
without a long relationship first.
Some trust
They benefit from experiencing my ideas,
teaching or proof first.
A lot of trust
It is personal, valuable or complex
and usually needs a real conversation.
Introductions matter a lot
A recommendation from somebody they trust
strongly influences the decision.
STEP 4 Β· RUNWAY
What does this season require?
Your runway does not decide whether you get to live.
It changes how much commercial activity this season needs.
Less than 3 months
Creating income needs to become a priority now.
Around 3β9 months
There is some room,
but consistent commercial progress matters.
9+ months
There is meaningful room
to build deliberately and play a longer game.
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WED
THU
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SAT
SUN
STEP 5 Β· PATH TO CLIENTS
Choose one path to walk.
We start with the path that makes sense
for your buyer and offer,
then shape it around the way you want to work.
Direct Conversation
Personal connection β Private Conversation β Client
