Land Your First 3 Clients with the Curiosity Trail

Call Description

In this focused session, the team breaks down exactly how new and seasoned coaches can secure their first three clients by leveraging their existing network, social media platforms, and the Profit Acceleration Simulator. The call covers the “Curiosity Trail” framework for posting and messaging, tactical video outreach, and how to track and convert conversations into clients. Coaches will learn how to overcome imposter syndrome, build confidence, and create consistent activity that leads to results. The strategies are designed for immediate action and long-term business growth.

Why this call matter

  • Provides a proven, repeatable process to get your first (or next) clients fast.

  • Shows how to use your existing network and social media for real business results.

  • Offers scripts and templates you can use today—no guesswork.

  • Tackles mindset barriers like fear of judgment and imposter syndrome.

  • Emphasizes activity and consistency as the keys to early coaching success.

Key Points:

  1. Stacking Skills for Credibility (03:34) – How leveraging your core expertise (like tax strategies) plus PAS tools builds trust and opens doors.
  2. Confidence Drives Conversions (05:41) – Why coming from a place of strength and confidence leads to a 90% close rate.
  3. Momentum Over Complexity (10:21) – Focus on landing your first three clients before worrying about long-term strategies.
  4. Curiosity Trail Framework (16:34) – Step-by-step approach to posting on Facebook, LinkedIn, Instagram, and Alignable to generate inbound interest.
  5. Video Outreach to Your Network (31:09) – How to record and send 45-second selfie videos to contacts for immediate conversations.
  6. Sphere of Influence Expansion (41:12) – Using your network to get introductions and referrals without being salesy.
  7. The 30-30 Rule for Conversion (44:44) – Simple math: 34 conversations = 3 clients at a 30% conversion rate.
  8. Tracking and Scheduling Activities (56:07) – Why scheduling and tracking your outreach is the only number you control.
  9. Leveraging Facebook Groups (1:03:36) – How to use local and business groups to accelerate your curiosity trail and expand your reach.
  10. Imperfect Action Beats Inaction (1:09:21) – The importance of consistent, imperfect activity over waiting for perfection.

Key Takeaways:

  • Use the Curiosity Trail: Post consistently about your activity, not just your offers, to attract interest.

  • Send Personal Videos: 45-second selfie videos to your contacts spark curiosity and conversations.

  • Track Your Conversations: Focus on the number of real business conversations each week.

  • Leverage Your Network: Ask for introductions and feedback, not just direct business.

  • Consistency Wins: Imperfect, regular action is more valuable than waiting for the perfect plan.


Notable Quotes:

  • “Momentum is your friend. When you have it, you get excited. You do more.”

  • “You’re not scared of doing the video. You’re scared of being judged. You’ve got to bypass that.”

  • “Imperfect activity, but not unprofessional activity—without that, you get nowhere.”


Action Steps from the Call:

  1. Record and send a 45-second selfie video to 10% of your phone contacts this week (see script at 31:09).
  2. Post 1–2 curiosity-driven updates per day on Facebook, LinkedIn, and/or Alignable using the framework at 16:34.
  3. Track your outreach and conversations in FBS or a simple spreadsheet—aim for 3 real business conversations per week.
  4. Ask your network for introductions to business owners who might need help (see approach at 41:12).
  5. Join and engage in 2–3 local Facebook groups to expand your reach and visibility (see tips at 1:03:36).

Resources & Tools Mentioned:

  • Profit Acceleration Simulator: Core tool for demonstrating value and driving conversations.

  • FBS (Focused Business Suite): For tracking opportunities, conversations, and pipeline.

  • AIS’s Tool (PAS): For generating custom social media posts and messaging templates.

  • Loom: For sending video messages via LinkedIn or other platforms.

  • Curiosity Trail Framework: Step-by-step posting and messaging strategy to generate inbound leads.

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