✦ Before You Begin
Most advice about marketing is written for a different kind of business than yours. You're not a brand. You're a person with a gift — and the people who need that gift are real, findable, and closer than you think.
You don't need to be everywhere. You don't need to run ads. You need a small number of the right activities, done consistently, with genuine warmth. That's it. This worksheet helps you find those activities — and build them into a weekly rhythm you can actually keep.
How to work through this
Go in order — the early sections inform the later ones. The reflection questions aren't filler; they're the whole point. The clients who are most right for you are already in your orbit. This worksheet helps you see that clearly, and build a rhythm to keep those connections alive.
Think of your five favorite clients — the ones you'd clone if you could. The ones who got results, paid without drama, and made the work feel good. Fill in what you know about each one.
Rich Litvin: "The best clients come from the most unexpected places — but only if you're paying attention and having real conversations." Your next client is probably already in your world, waiting for you to reach out.
Think about the different ways you've tried to find clients or get visible. What gives you energy — and what quietly kills it? Be ruthlessly honest.
The principle: The lead gen approach you'll actually sustain is the one that costs you the least and plays to your natural way of being in the world. Alignment is the strategy.
For each source below: check the box if it's relevant to your business, jot a note on how you'd specifically use it, and rate your energy for it (fill in the dots: ○ = low fit, ●●● = high fit).
Priestley's principle: You don't need 10 lead gen channels. You need 2 or 3 that are deeply right for you, done consistently and with craft, over a long enough time horizon. Depth beats breadth every time.
Most solopreneurs dramatically overestimate how many leads they need. Start with your income goal and work backwards — the weekly number at the end is almost always smaller and more manageable than the anxiety suggests.
now work backwards from clients needed
What this means for your lead gen activity
Hormozi's insight: Most businesses don't have a lead problem — they have a conversion problem or a follow-up problem. The number of leads you need is usually far smaller than you think. The quality of the conversation is the variable.
Based on your energy audit, your client history, and the source menu — name your top 1–3 lead generation sources. These are the ones you're committing to for the next 90 days.
The shift: Lead generation stops feeling like marketing the moment it becomes a genuine expression of your care for people. The question isn't "how do I get more clients" — it's "who in my world am I not yet serving that I could genuinely help?"
My weekly lead gen ritual — in plain language
My three lead sources for the next 90 days (and my why)
My weekly activity target — the number I'm aiming for
My floor — the minimum I'll do even in a hard week
The mindset shift I need to carry into this — the reframe that makes it feel like connection rather than hustle
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"The people who need you most can't find you if you're not visible. Showing up is an act of service."
Share your weekly rhythm in the group thread.
Accountability makes all the difference — and we want to celebrate your first wins.
Inspired by Alex Hormozi · Daniel Priestley · Rich Litvin · Martha Beck · The Growth Club