How to Use This Worksheet
1. Initial Setup: Set aside 60 minutes today to fill out the first section and get a clear picture of your starting point.
2. Daily Action: Block 30 minutes on your calendar each morning to focus on and execute the single task for that day.
3. Track Your KPIs: Keep a simple dashboard with four key metrics: Total Revenue, Average Order Value (AOV), % of Clients with a New Purchase, and Number of Referrals. Update it every Friday to monitor your progress.
Key Insights to Get You Amped Up!
Profit is in the Follow-up
A 5% retention lift can raise profits 25–95%. One extra sale to a happy client beats 10 cold leads.
Speed Converts
The shorter the time-to-result, the higher the premium you can charge. People pay to compress timelines.
Ask Before You Build
A 10-min discovery call is cheaper than any marketing campaign and tells you exactly what to sell.
Referrals Compound Trust
A referred lead closes 3x faster and spends 16% more on average.
Stories Outsell Specs
A real client result shared today is a sales asset forever.
Metrics Beat Moods
A weekly dashboard stops “hope-based selling” and keeps you scaling what actually works.
Week-by-Week Action Grid
| Day(s) | Focus & Task | “Fill-In” Prompts | Success Check |
|---|---|---|---|
| Week 1: Foundation & Quick Wins | |||
| 1 | Rapid Client Audit: Export last 12 months of sales. Segment “Top 20 % revenue,” “High-margin,” “Dormant >90 days.” | List 10 clients per segment. | Audit complete |
| 2–3 | Need-Gap Calls: Call/email top 15 clients: “What’s the next result you’d pay to solve faster?” | Notes on 3 unmet needs they voiced. | ≥10 responses |
| 4–6 | Design 3 Fast-Win Offers: Bundle, upsell, or add a “Done-For-You” tier — delivery ≤14 days. | Offer name / price / promise / cost to deliver. | Margin ≥40 % |
| 7 | Price Tune-Up: Add a 10 % premium for speed, exclusivity, or personal access. | New pricing grid. | AOV ↑ |
| Week 2: Execution & Reactivation | |||
| 8–10 | 1-to-1 Upsell Sprint: Pitch each offer to top-value clients first. Use voice memo + calendar link. | # pitches sent. | 30 % accept |
| 11–13 | Reactivation Blitz: Send “We built this for you” video to dormant list. Follow with a 15-min consult invite. | # reactivated leads. | ≥5 reorders |
| 14 | Mid-Point Metrics: Update dashboard; drop the lowest-response offer, double down on best. | Revenue / AOV / win rate. | >15 % lift |
| Week 3: Amplification & Social Proof | |||
| 15–18 | Referral Engine: For every buyer, immediately ask: “Who else should get this result?” Reward with VIP access or a strategic audit. | Referral script ready. | ≥1 referral/ client |
| 19–21 | Case-Study Harvest: Capture before/after stats + 60-sec testimonial video from new wins. | 3 bullet results / client. | 5 live stories |
| Week 4: Systemize & Scale | |||
| 22–24 | VIP Upgrade Offer: Create an invite-only tier (priority support, quarterly strategy day, early-access). Pitch to your top 5 %. | VIP deliverables list. | 20 % uptake |
| 25–27 | Process & Productize: Turn the most-requested service into a repeatable “package” with clear scope & timeline. | 5-step delivery outline. | Ready to resell |
| 28 | Raise the Floor: Eliminate lowest-margin option, anchor every future quote at a new mid-tier price. | Old vs new floor price. | Margin ↑ |
| 29 | Automate Repeat Buys: Set renewal reminders / subscription model for consumable or maintenance items. | Renewal cadence set. | First auto-renew sent |
| 30 | 30-Day Debrief & Next 90-Day Plan: Log results, lessons, bottlenecks. Decide the next big lever (scale team, new segment, etc.). | 3 wins / 3 fixes / next target. | Written plan |
Quick KPI Dashboard
Fill this in weekly to track your progress and make data-driven decisions.
| Metric | Week 0 | Week 1 | Week 2 | Week 3 | Week 4 |
|---|---|---|---|---|---|
| Revenue (LKR/USD) | |||||
| Avg Order Value | |||||
| Clients w/ New Purchase (%) | |||||
| Referrals Received |
Commit to Action
“I’ll execute one high-leverage action every day for 30 days.”
Sign Here (Full Name): ___________________
Date: _________