SKILL STACK- in order: 1-8 Keys
KEY PRINCIPLES
Small, fast, measurable — no large campaigns or multi-page funnels yet Always guided by A.I.M — each step tests a strategic hypothesis Repurpose everything — content, visuals, lead magnet, social posts Document results — first 5–10 leads, conversion rates, friction points → case studies START WITH DIAGNOSTICS
(MERIDIAN)
Why:
Before you do anything else, you need to know what is really happening — even if the client is new. Without signal, every effort is guesswork.
Action Plan:
For clients with data → do a full diagnostic: website, social, ads, audience, revenue (if applicable). For new clients → do a market & competitor diagnostic: validate demand, positioning, and category gaps. Deliverables:
Suggested priority actions Leverage:
Even a small Meridian diagnostic is enough to justify your value and create the first case study.
DETERMINE THE CLIENT’S “ENTRY POINT” SERVICE
You can use a simple criteria matrix:
Rule of Thumb: Start where the biggest pain + fastest visible results intersect.
Pain = revenue loss, confusion, or poor lead flow Fast visible results = what you can solve in 1–2 weeks and show as a mini case study CLIENT MINIMAL INVESTMENT SEQUENCE
Step 1: Meridian Diagnostic
Output = “north star” for all other departments Step 2: Lead Capture / Brand Identity
Build minimum viable assets for traction Create first touchpoints to test A.I.M recommendations Use small budgets and reusable templates Step 3: Social & Content (TRENDR Media)
Post small, strategic content pieces based on Meridian + A.I.M insights Focus on 1 platform, 1 goal (leads, clicks, signups) Measure conversion instead of likes Step 4: Sales / Revenue Ops (TRENDR AI)
Activate Sales Assistant for follow-ups and messaging Use Ops Assistant if there’s leakage or mismanaged workflow Stack Management comes in after first two stages to ensure scaling without chaos HOW TO IDENTIFY WHAT DEPARTMENT THEY NEED FIRST
Quick Assessment Framework (5 Questions)
Do they already have leads or traffic? → if no → Lead Capture / Brand Identity Are leads converting to customers? → if no → Sales Assistant / A.I.M Strategy Are campaigns or content confusing / inconsistent? → if yes → Social + Content / Brand Identity Are operations or tools chaotic? → if yes → Ops Assistant / Stack Management Do they have historical data to leverage? → if yes → A.I.M Strategy / System Thinking Use this to prioritize: always start with where the client will see a quick, measurable win.
CASE STUDY STRATEGY (Trial & Error)
Since you’re starting out, deliver smaller scopes but capture measurable results:
Meridian → “We found X friction, we fixed Y, leads increased Z%” Lead Capture → “We created a test funnel, first 10 leads converted in 48h” Social → “We posted 5 strategic pieces, reach + engagement improved by 30%” Sales Assistant → “Follow-up automation increased appointment booking by 20%” These mini-wins become your proof for bigger retainers later.
SUMMARY
Always start with diagnostics (Meridian). Pick the department that fixes the biggest pain fastest. Activate minimal assets first to test A.I.M recommendations. Use data + measurable results to expand services department by department. Document everything for your own case studies and credibility.