In order — exactly what to do next. Check things off in the Roadmap and this updates itself.
Straight from your $10M Setting Protocol: this whole thing rides on three skills. The ads are the easy part — most people bleed money on skill #2 and blame the ads.
Get qualified DMs flowing. 70–80% done-for-you by AIA. Your job: record the creatives, launch, iterate.
Turn DMs into booked calls that show up. THE leverage point. Break-even → 4X lives here. See Setting tab.
Close the calls. 3× weekly sales training. Close rate 15%→40% over 120 days = the whole trajectory.
Same $2K ad spend. Same ads. Same closer. Only setting improved 5%→15% message-to-book.
| Scenario | Booked | Show | Closes | Result |
|---|---|---|---|---|
| Weak setting | 5 | 3 (40% no-show) | 1 | Break-even |
| Dialed setting | 15 | 12 (20% no-show) | 4 | 4X · $8K |
Scale that: spend $10K → make $40K. The ads didn't change. You did.
New here? Three moves, in this order:
Goal: ads live within 7 days. Winners average within 7, max 14.
~2 hrs. The DFY Accelerator intake (Jotform) is what your 15 creatives + scripts get built from.
This week15 creatives, setting script, sales script, branding package, belief-shift pack (mo. 2).
3 business daysLands in your Drive. Review, tweak, approve.
24–48 hrsRecord your video creatives, launch, warm-up done.
≤ 7 daysBooked calls in 1–5 days. Now the real work: set them, close them, log the Master Tracker daily.
OngoingThe fundamentals that make the whole program work — six pillars, each with its checklist. This is the quick-start; the full curriculum fills in the depth. Check items as you go; each pillar tracks its own progress.
Onboarding to scaling, sequenced. YOU your login/action · ME I draft/build · AIA their side. The Dashboard's Next 3 Steps always pull from the top of this list.
Turn your profile into a machine that attracts the right people, builds trust, and moves them into your DMs — then onto calls. Nail the profile (steps 1–4), then run the weekly content engine (steps 5–6).
Your IG is the top of the funnel. Content does the selling before you ever talk — warm stranger → trust → DM → call.
Poll → video lesson → CTA → testimonial. Each day's story has exactly one job.
A repeatable weekly rhythm + a two-step post that starts DMs without pitching in public.
What are you known for? How do you portray that message? Lock your brand colors and keep them consistent everywhere.
Relatable to what you do. Fitness coach → a photo that shows you in great shape. It should telegraph your niche at a glance — clean, confident, credible.
Formula: who you help → the outcome → quick proof → 👇 one CTA.
Example only — swap for your real hook. One CTA, not five.
Keep 3–5. Client Results (proof you're legit) · Your Story (who you are, in under 5 slides) · My Life (real-life favorites so you're human). Same as the Quick-Start funnel checklist.
Consistency beats intensity. Same rhythm every week so people know what to expect — and so you're never staring at a blank screen. Each day has one job.
| Day | Story theme | Example / job |
|---|---|---|
| Mon | Question poll | "Do you currently run ads to get clients on IG?" — Yes / No. Warms them up + gives you data. |
| Tue | Education (video or post) | "Did a poll yesterday asking if you run ads to get clients — here's what most people get wrong…" |
| Wed | CTA / Two-Step Triage | Move engaged viewers to action — DM a keyword, tap the link, book a call. |
| Thu | Testimonial | A client win. Proof beats claims. |
| Fri | CTA | Direct ask — "DM me 'X'" or "grab a call this week." |
| Sat | Lifestyle | Real life. Humanize the brand — family, city, behind the scenes. |
| Sun | AMA (Ask Me Anything) | Question sticker. Answers become next week's content + open DMs. |
Three formats on rotation. Simple enough to actually sustain.
A short lesson or story. You on camera builds the most trust, fastest.
A branded quote or one-liner in your colors. Fast to make, easy to share.
Real life woven together with what you do and who you help.
The mechanic behind "Two-Step Triage." It turns a post into a conversation without pitching in public.
Post value, then tell them to comment or DM a keyword to get more: "Comment AUDIT and I'll send you the exact checklist."
You DM the promised thing, then open the setting conversation (see Setting Protocol). Now you're 1:1 — not shouting into a feed.
Drop your own two-step examples here as you test them — log the winners in the Learning Log.
The real AIA funnel: Ad Spend → Messages → Calls Booked → Shows → Closes → Cash. Colors flag AIA benchmark targets. Change any field, it updates live.
Skill #2, and the one that flips break-even into 4X. Condensed from your Setting doc so you're not digging through 400 lines mid-conversation.
Want me to write your full Panicci setting script (openers → qualifiers → invite → objection handling) tuned to search/SEO prospects? Say the word.
From your Onboarding SOP. Same effort, compounding skill — the gap between break-even and 8X is you getting better at converting the leads you already have.
| Month | Focus | Spend → Rev | Close rate |
|---|---|---|---|
| 1 | Learning & testing — momentum, not speed yet | $3K → ~$3K (break-even) | ~15% |
| 2 | Optimizing ads + learning setting & sales | $5K → $10K (2X) | ~25% |
| 3 | Dialing best ads, setting, sales — efficiency | $6K → $24K (4X) | ~30–35% |
| 4 | Scale, baby, scale | $7K → $56K (8X) | 40%+ |
Run your own gameplan — the SOP's reset button:
Every KPI your tracker computes, in plain English, with the AIA benchmark to aim for. Update the sheet daily (~3 min). This is how we — and your coach — see what's actually working.
| KPI | Formula | Target / note |
|---|---|---|
| Lead → Call Booked | Calls Booked ÷ Messages | 5% break-even → aim 15%+ |
| No-Show Rate | No-Shows ÷ Calls Booked | ≤ 20% (manual confirm) |
| Show-Up Rate | Shows ÷ Calls Booked | 80%+ |
| Close Rate | Closes ÷ Calls Taken (SS) | 30–40% dialed |
| Cost Per Call Booked | Ad Spend ÷ Calls Booked | Lower = better |
| Cost Per Call Shown | Ad Spend ÷ Shows | ≤ 1/25 of offer price (for 5X @ 20% close) |
| Cost Per Close (CPA) | Ad Spend ÷ Closes | The holy-grail number |
| Cancellation Rate | Cancelled ÷ Calls Booked | Watch it climb |
| Cash Per SS Taken | New Cash ÷ Shows | Value of each call that shows |
| ROAS | (New Cash + Recurring) ÷ Ad Spend | 4X target · 8X by mo. 4 |
Daily columns you fill: Ad Spend · Messages · Reach · Calls Booked · SS Taken · Offers · No-Shows · Cancelled · Deposit · Closes · Revenue · New Cash · Recurring $. The tracker rolls these into the KPIs above + a Master Tracker summary across all 12 months.
~42 min. Easy to do, easy to skip. Do these 100 days straight = the people at $56K/mo by month 4.
Every lesson, tweak, and win. The "learn with me" part — log what you change and what it did, so we compound on data not vibes.