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Order Of Ops

SKILL STACK- in order: 1-8 Keys
Task
Tool / Method
Purpose
Department
Brand Messaging
A.I.M Simulation + Trust Prompt
Define value, differentiation
Media
Logo & Visuals
Canva / Figma
Quick, reusable, cohesive identity
Media
Landing Page
GHL
Minimal conversion asset
Media
Lead Magnet
PDF / Checklist / Mini-course
Incentivize signups
Media
Form + CRM
GHL
Collect leads efficiently
Ops
Traffic Test
Meta/IG Ads, LinkedIn posts
Validate messaging + capture early leads
Media
Measure
Google Analytics / Form submissions
Early KPI tracking
Media
Adjust
A.I.M Simulation → refine copy
Optimize before scaling
Ops
There are no rows in this table

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:
Quick audit report
3–5 key insights
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:
Client Stage / Needs
First Department to Activate
Why
New business / idea-stage
Brand Identity + Lead Capture (TRENDR Media + TRENDR AI)
You need a foundation to attract your first leads and establish identity
Existing brand / low leads
A.I.M Strategy + Lead Capture
Data exists but needs direction and a functional entry point
Existing brand / strong traffic, low conversion
Sales Assistant + System Thinking
They need revenue & ops intelligence more than content
Established brand / chaotic ops
Ops Assistant + Stack Management
Prevents leaks, fixes margins before scaling spend
There are no rows in this table
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

Quick, inexpensive audit
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.

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