A weekly newsletter for service business owners who are building something real and starting to feel the weight of having built it around themselves. Written by a 16-year operator who's been there.
My name is Daris, like Paris but with a D. I've been building businesses since 2008 across fitness, e-commerce, and coaching, and every lesson I teach comes from something I built with my own money on the line. I went from All-Conference D1 athlete to accountant to the regulation side of the NYSE to full-time entrepreneur, and I've spent the better part of two decades figuring out what it takes to build a business that actually works when the owner steps out of the room.
2005
Bucknell University, BSBA in Accounting. Born and raised in New Orleans, graduated after four years as an All-Conference Division I athlete. Hurricane Katrina changed the trajectory and brought me to New York, where I started my career on the regulation side of the New York Stock Exchange.
2008
Jersey City Fitness (JCF). Built the first boutique fitness business in Jersey City, NJ while still working full-time at the NYSE. Early mornings before the opening bell, late nights after market close, and guerrilla marketing in a city that didn't have anything like it yet.
2010
Full-time entrepreneur. Left the NYSE on March 9, 2010. I had clients, but I sat down at a Starbucks on Grove Street the next morning with no safety net and started building the business around them. That morning is the reason this newsletter launches on March 10.
2013
The reset. Three years into running the business full-time, the model broke. Revenue was inconsistent, the business ran entirely through me, and I had no real systems to speak of. I hired a business coach, invested in learning how to sell and how to lead, and that decision reshaped every business I've built since.
2020
COVID pivot. Moved JCF online when the world shut down and kept the community together through a year that closed most fitness businesses permanently. Ran JCF for 14 years total, 2008 through 2022.
2021
Terrell Dominick LLC. Co-founded an e-commerce fashion brand with my wife. $40K to $85K in monthly revenue, with me running operations, marketing, and manufacturing. A completely different industry built on the same systems thinking.
2026
From The Floor Up + The Staged CEO™. Launched a weekly newsletter for service business owners and started building The Staged CEO Accelerator, a 12-week program for home staging entrepreneurs who are ready to stop doing the work and start running the company. The work continues.
Newsletter Archive
Every issue of From The Floor Up.
New issues publish every Tuesday morning. Subscribe at fromthefloorup.co to get them in your inbox.
Issue 032 · October 13, 2026 · 4 min read
I Was Diagnosed With ADHD at 41
Daris shares how a 2024 doctor’s visit put a name on the focus and memory workarounds he had built over 15 years of running businesses, and how most of that now runs through AI set up around the way his brain works. The system covers naming what you drop, giving the AI your real week, making it text you, and a morning and evening prompt you can run tomorrow.
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Issue 031 · October 6, 2026 · 4 min read
Every Ad I Made Started From Zero
Daris explains how every round of ads for TerrellDominick.com used to start from scratch until he wrote the whole process on one page in September 2024. The system covers building ads from customer reviews and messages, with a five-line worksheet and an AI prompt that pulls the phrases buyers already use.
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Issue 030 · September 29, 2026 · 4 min read
Black Friday Is Too Late to Plan Q4
Daris traces four years of the TerrellDominick.com Q4 plan, from a Black Friday and early access focus in 2021 to one map that runs from October testing through New Year’s. The system covers gathering last year’s numbers, turning soft promo days into one-number hypotheses, and using the Q4 Planning Toolkit to build the calendar before September ends.
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Issue 029 · September 22, 2026 · 4 min read
A Business Never Runs Out of Problems
At JCF the customer problem gave way to a fulfillment problem, then a hiring problem, then a systems problem, and at TerrellDominick.com a dialed demand engine exposed the supply chain. The problem in front of you tells you what stage you are in, and this issue gives you the two-part stage question to find out whether you are working on the problem you have or the one you are afraid comes next.
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Issue 028 · September 15, 2026 · 6 min read
I Left the Stock Exchange With 38 Clients and No Cushion
Daris walked out of the NYSE on March 10, 2010 with 38 paying boot camp clients, a side business out-earning his job, and almost nothing put away. The 6 steps he would give anyone still on the job today: sort the job from the calling, prove strangers will pay, get paying clients, stack 3 to 4 months of expenses, build operations while employed, and set the schedule before it is needed.
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Issue 027 · September 8, 2026 · 6 min read
I Walked In With the Wrong Diagnosis
Windell needed records, and I showed up ready to fix his invoicing. How 3 to 4 hours on his shop floor turned into a custom CRM holding around 170 trucks, and the 5 steps for reaching the root cause under the frustration that keeps showing up.
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Issue 026 · September 1, 2026 · 4 min read
The 1st System I Built in My Broken Business
JCF had customers and the rent still came up short, because every sale lived on that day’s energy. The five pieces of the sales system built after that January: consistent leads, a tracked list, one clear offer, follow-up decided in advance, and a close with a repeatable script.
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Issue 025 · August 25, 2026 · 3 min read
The 3 Jobs AI Does in My Service Business
A warm outreach play for Care Lab sat forgotten in a note until AI surfaced it the day before it was needed. The three jobs AI holds in a service business, starting with memory, and the AI-Ready Folder Map that makes it work.
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Issue 024 · August 18, 2026 · 4 min read
Stop Hiring People. Start Building Roles.
January 2013, borrowing rent money after Sandy dried up JCF's four-week resells. Drawing the org chart at full size, ranking the boxes by what the hour is worth, and the four documents that solidify a role before anyone sits in it.
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Issue 023 · August 11, 2026 · 4 min read
Most Owners Think Meetings Are for Big Teams
A two-day Own the Room training, my own filler read back to me on tape, and the four-beat agenda skeleton that turned JCF's weekly meeting into the most useful 75 minutes of the week. The same bones now run a client's team.
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Issue 022 · August 4, 2026 · 4 min read
I Fired My Scheduling Software and Built This
A booking page that started in Lovable, broke across two time zones, and got rebuilt in Claude Code. The workflow map that came before the prompt, and the order that makes AI worth using.
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Issue 021 · July 28, 2026 · 3 min read
Coach It or Allow It
We either coach it or we allow it. A home staging client, a right-hand going passive with the crew, and the meeting cadence that turns the candid conversation into a standing agenda item.
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Issue 020 · July 21, 2026 · 4 min read
The Price Has a Job to Do
A full calendar at JCF still left a thin bottom line. Mapping the full cost of one job, the costs the invoice never shows, the line for your own pay, and the market check that sets the ceiling.
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Issue 019 · July 14, 2026 · 4 min read
The First 14 Days
A client's membership had six good welcome touches and no map of the trial they sit inside. The eight-message sequence I built them, and the rule that decides what each message is allowed to ask for.
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Issue 018 · July 7, 2026 · 5 min read · HMYLB Part 7
How To Market Your Local Business Part 7: Conversion and Retention
Speed to lead and the retention calendar. How one Zapier text message lifted JCF's lead to trial conversion 27 to 28%, plus the Turn Leads Into Customers Who Stay workbook and the series finale.
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Issue 017 · June 30, 2026 · 5 min read · HMYLB Part 6
How To Market Your Local Business Part 6: Referrals and Partnerships
The cheapest customers come from the people who already trust you. How JCF made referrals a condition of doing business and ran the Rockstar partner program, plus the Turn Customers Into Referrals workbook.
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Issue 016 · June 23, 2026 · 6 min read · HMYLB Part 5
How To Market Your Local Business Part 5: The Local Digital Engine
The Meta ad ladder for local, cold strangers, the warm middle who looked and didn't buy, and your own customer list. How terrelldominick.com turned $4,634 into $10,408, plus the Turn Ads Into Customers playbook.
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Issue 015 · June 16, 2026 · 5 min read · HMYLB Part 4
How To Market Your Local Business Part 4: Workshops & Masterclasses
The $29 info session that closed almost the whole room, rebuilt as a workshop any local business can run. How teaching becomes your highest-converting sale, plus the Sell-From-Stage playbook.
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Issue 014 · June 9, 2026 · 7 min read · HMYLB Part 3
How To Market Your Local Business Part 3: Profiles & Listings
The listings and reviews that carried JCF with no ad budget. The two layers of getting found when warm turns into searching, and a scored audit to grade yours.
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Issue 013 · June 2, 2026 · 8 min read · HMYLB Part 2
How To Market Your Local Business Part 2: The Awareness Engine
The JCF awareness engine in downtown Jersey City. The six static channels that turn cold locals into warm locals, and the four-question audit to score yours.
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Issue 012 · May 26, 2026 · 7 min read · HMYLB Part 1
How To Market Your Local Business Part 1: The Offer Architecture
A paid-ads lunch in Denver that connected the JCF playbook to e-commerce. The seven decisions inside any working front-end offer.
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Issue 011 · May 19, 2026 · 5 min read
The Marketing Work Most People Skip
A three-question customer interview that surfaces more about who you actually serve than any survey or CRM report, and the audit move I'd run every quarter. The kickoff for a 6-part series on marketing your local business.
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Issue 010 · May 12, 2026 · 5 min read
The AI Workflow Behind Every Session I Run
A coaching session inside a chaotic stage install in Denver, a subtle breakthrough quote that almost slipped past me, and the AI-assisted workflow that closes the loop on every coaching session within 30 minutes.
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Issue 009 · May 5, 2026 · 5 min read
Your Past Clients Still Trust You
Most past clients didn't leave because they were unhappy with the work, life got busy and your service quietly slipped off the calendar. The 3-touch sequence I ran at JCF, rebuilt as a universal playbook any service business can plug into.
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Issue 008 · April 28, 2026 · 5 min read
Three C's of Hiring
A team that ran for years, the day it didn't, and the framework I keep close so I never make that mistake again.
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Issue 007 · April 21, 2026 · 5 min read
What My Bookkeeper Saw In My Numbers
A 70%+ close rate, a show rate below 50 percent, and the bottleneck I'd missed inside my own calendar.
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Issue 006 · April 14, 2026 · 5 min read
How the Accent Wall Became a Moat
The best social proof is the kind you don't have to ask for, because the service itself is designed to produce it on a schedule.
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Issue 005 · April 7, 2026 · 5 min read
800 Leads in One Day
You don't grow by building a crowd from scratch. You grow by showing up where the crowd already is and building a system that brings the right people into your world.
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Issue 004 · March 31, 2026 · 4 min read
Stop Teaching From Scratch, Start Recording
The process doc comes from the motion, not from memory. How to extract the Doer IP that's already running in your business every time you deliver on a good day.
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Issue 003 · March 24, 2026 · 4 min read
Discretion Is the Absence of Systems
Discretion is the absence of systems. How one document turned six different session experiences into one consistent brand.
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Issue 002 · March 17, 2026 · 4 min read
You've Been Asking the Wrong Question
The question behind every system worth building in a service business is not "who else could do this" but "what would it take."
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Issue 001 · March 10, 2026 · 4 min read
16 Years Ago Today
March 10, 2010, I sat down at a Starbucks on Grove Street in Jersey City with a laptop, a fitness business, and no paycheck coming on Friday.
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Free Resources
Tools you can use this week.
Practical frameworks and planners built from real experience running service businesses. Enter your email to get instant access and start receiving From The Floor Up every Tuesday.
Planning
The Q4 Planning Toolkit
One map for the whole quarter. A 2026 anchor-date calendar from October through New Year’s, a last-year intel worksheet, an opportunity-to-hypothesis sheet that turns soft promo days into one number you can test, an offer packaging sheet, the asset checklist, and the messaging playbook for email, text, social, and paid. Built from four years of running Q4 at TerrellDominick.com.
PDF · 11 pages · From Issue 030
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A one-page map of the folder structure that gives AI a working memory of your business: the instructions file your AI reads first, the about folder that holds your voice, an operations folder with an inbox for notes and brain dumps, an outputs folder for your own builds, one folder per client with materials and outputs kept separate, and a templates folder for everything you send more than twice. Set it up once, about an hour, and every note you file becomes a reminder your AI can bring back.
PDF · 1 page · From Issue 025
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A 3-touch sequence to bring past clients back, plug-and-play for any service-based business. Includes the snail mail letter, the four-day email follow-up, the phone script with branching responses for yes, "let me think," and no, a tracking sheet, and industry adaptations for stagers, coaches, agencies, salons, fitness, and trades. All placeholders are marked so you can drop in your business name, offer, deadline, and contact info and run it inside the next 30 days.
PDF · Branded · Plug-and-Play
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A two-page framework that walks you through the four steps of borrowing reach from platforms bigger than you: identify your platform, design your capture mechanism, execute with intention, and map your nurture sequence. Includes industry-specific examples for gyms, stylists, home services, photographers, pet services, and more.
PDF · 2 pages · Fillable
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A three-page playbook for building reviews, testimonials, and case studies into the service itself instead of asking for them after. Walks through the three capture points inside any client engagement, with intake questions, midpoint prompts, a closeout capture set, a 7 to 14 day follow-up email template, and a fillable Proof Calendar you map to your own business.
PDF · 3 pages · Fillable
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The newsletter is where the conversation starts. When you're ready to do the actual work of building a business that runs without you, here's where that happens.
Newsletter
From The Floor Up
One real lesson every Tuesday for service business owners who are building something and feeling the weight of having built it around themselves. Free forever.
The exact framework for moving from technician to CEO — the mindset, the systems, and the first five moves every owner needs to make. Instant download.
A structured program for service business owners who are ready to build the systems, team, and habits that let the business run without them being everywhere at once.
Direct work with Daris for operators who are ready to move fast, think clearly, and build a business that reflects where they are actually trying to go.
In early 2024 I was in my doctor’s office telling him how my Achilles recovery was going. I’d ruptured it playing in a basketball league and had surgery to repair it, so that was most of what we talked about.
Then he asked about my focus.
I’d mentioned it to him once before, at my first physical after moving from New Jersey to Denver in April 2021, when I told him focusing had gotten harder during COVID. This time I told him it had gotten worse. Over the years I’d picked up a lot of tools, habits, and skills that helped me deal with it, and they had carried me through more than 15 years of running businesses, but I could feel it getting harder. After a questionnaire, I was diagnosed with ADHD at 41.
It all made sense once I was diagnosed, starting with how easily I could focus on work I enjoyed and how hard it was to stay on work I didn’t. It explained the unfinished tasks piling up in my Apple Notes, along with the workarounds I’d built for my memory long before I knew what I was working around.
Running businesses had already taught me how I work and where my weak spots are, and I’d been preempting them for years. The diagnosis put a name on what all of that preempting was for.
A lot of it runs through AI now, set up around the way my brain actually works. Yesterday at 5:43 in the morning, a text on my phone listed the three things I needed to get done, and the first one was this newsletter.
The System
Set up your AI around the work you drop.
Most owners point AI at output, faster emails and more posts. For an owner who’s drinking from a fire hose, the bigger return is in what keeps falling through, the follow-up that never went out, the invoice that was supposed to go Friday, the task that has moved to tomorrow three times. I’m writing about my own brain here, and nothing in this is medical advice, but the setup works for any owner who has become the place where the business gets remembered. Mine has four parts.
Name what you drop. Before you set anything up, write down where things fall through for you. For me it’s memory, unfinished tasks, and staying on work I don’t enjoy, and I was building around all three long before I knew why. You can probably name yours in a minute, because they’re the things that keep showing up in your apologies.
Give it your real week. A plan that ignores school pickup gets broken by 3 p.m. I gave Claude my goals, my schedule down to my kids’ drop-offs and pickups, and every client along with what we’re working on, so what it hands me fits the day I’m actually going to have.
Make it come to you. A system you have to remember to open fails on the days you need it most. This summer I wrote about the text I got at JCF for every new lead, and that worked because a text interrupts you. My AI texts me now, with a short list every morning, a check-in Monday through Thursday night, and a plan for the week on Sunday.
Keep one line for everything else. When something hits me in the middle of other work, I dump it into Claude and type one line, “Put that where it needs to go.” It figures out whether that’s a reminder, an update to what it knows about my business, or a new document, and it has done a really good job of putting things where they belong. That only works because everything already has a place, with folders and projects that mirror the way I work. If I had to give up every other piece of this, that structure is the one I’d keep.
In My Stack
The morning and evening texts run as scheduled tasks in Claude, sent through a connector that reads and sends iMessages. Here are Monday’s.
Each item comes with a time estimate and the file I’ll need, so I can start without hunting for anything. Item two had already rolled forward from October 1 and October 8, and the text says so, which puts the task that keeps slipping right in front of me.
You can build the same thing with the prompt below. If texts aren’t an option for you, paste it into any AI chat each morning before you open your inbox and you’ll get the same list.
Every morning, give me the two or three things that matter most today.
What I’m working toward this quarter: [GOALS]
My fixed schedule: [DROP-OFFS, PICKUPS, STANDING CALLS, HOURS I CAN’T WORK]
Who I’m working for and where each one stands: [CLIENTS OR CUSTOMERS]
Where things fall through for me: [WHAT YOU DROP]
For each item, give me a time estimate and where the file or template lives, if there is one. If an item rolled forward from an earlier day, say which days. End by asking me to reply DONE or NOT DONE tonight.
In the evening, ask me what got done and what carries, and roll anything unfinished into tomorrow’s list.
Which task have you moved to tomorrow more than twice this month?
One Thing This Week
Write down the places things fall through for you, then fill in the prompt above with your goals, your real schedule, and the people you’re working for. Run it tomorrow morning before you open your inbox, answer the evening question each night, and keep going through Friday. By the end of the week you’ll know which item keeps rolling forward, and that’s the one to build your next system around.
For a long time, every round of ads I made for TerrellDominick.com started from zero.
I knew more each time, because the account had history and I was learning what worked and what didn’t. None of that made the next round any faster. I’d spend a couple of hours looking at what was getting engagement on social and going through the library of videos and images from our photo shoots, and then I’d edit what I picked in Canva. After that I’d read customer reviews in the Shop app and on the site through Judge.me, decide on hooks based on the offer and the avatar I was writing for, and write the ad copy. We had three avatars, so I wrote it three times.
The steps were the same every round, and all of them lived in my head. Each time I sat down I had to remember to remember the process, and that got more frustrating than the work itself.
In September 2024, with Q4 coming, I got frustrated enough to stop and lock it in. Q4 is a huge deal in retail and I wanted to move faster through it, so I wrote the whole process down in order, on one page, with a link to everything I kept going back to.
It did what I wanted, which was let me make more ads in less time. It also did something I hadn’t been able to do while the process was in my head. When results came in, I could see which step the adjustment belonged to and make the change there, and the next round started from what the last one taught me.
That page is still where I start, and this week I’m using it on client work.
The System
Your next ad is already written, and it’s sitting in what your customers have said to you.
Most owners make an ad the way they make everything else, late, alone, and out of their own head. A post gets boosted because the week was slow, the caption describes the business the way the owner would describe it, and the picture is whatever was on the phone. When nothing comes back, the conclusion is that ads don’t work for a business like theirs.
What got skipped is the work that happens before the ad exists. Once I wrote mine down, it came to four parts.
One offer, one buyer. Pick a single thing you sell and a single person who buys it, and write both down in one sentence. An ad that tries to sell everything to everyone gives the platform nobody in particular to go find.
Their words before yours. Reviews, emails, texts, and DMs hold the phrases a stranger will recognize as their own situation. You describe your work accurately, and your customers describe it in the language the next customer is already using in their head.
A before and an after you could photograph. Take what customers say about life before they found you and life after, and turn each one into a scene. For the Balloon Top at TerrellDominick.com, the before we wrote was a woman who never gets noticed in a room full of strangers, and the after was the same woman getting compliments from people she doesn’t know, including one who asked to buy the top. Both are pictures you can take, and the ad is the distance between them.
Two or three ads that look nothing alike. Change the hook, the picture, and the format from one ad to the next. Five versions of the same photo can only tell you about one idea, and a few different ideas will show you which one your buyer responds to.
In My Stack
Before I make a single ad, for our own brand or for a client, I fill in five lines.
1. The offer. One thing you sell, its price, and where the click lands.
2. The buyer. One customer, described in a sentence.
3. Their words. Ten or more reviews, emails, texts, or DMs with last names removed, run through the prompt below.
4. The before and after. Two scenes you could photograph, taken from what those customers said.
5. The hook. The customer’s sentence that opens the ad.
Line three is where the work happens, and this is the prompt I use for it. Paste it into any AI chat with your customers’ words underneath.
I run a [TYPE OF BUSINESS]. I want to advertise [ONE OFFER] to [ONE BUYER, IN A SENTENCE].
Below are real reviews and messages from my customers with names removed. Work only from these and quote them word for word.
1. What was going on for them before they bought, and what they were worried about
2. What they say is different now
3. The 10 phrases that come up most, exactly as written
4. Three ad hooks built on those phrases, each with a before scene and an after scene I could photograph with my phone. Tell each one as the customer’s story, and leave out any number or result that isn’t in what I pasted.
[PASTE REVIEWS AND MESSAGES]
If a stranger read your last ad, would they hear one of your customers talking, or you?
One Thing This Week
Collect ten things customers have said to you in writing, take the last names off, and run them through the prompt above. Choose two of the hooks it gives you, take the after picture for each with your phone, and stop there. You’ll have two ads built from what your buyers already told you, along with a new question, which is how to tell which one is working when you’re spending $30 a day. That one is next week’s issue.
My wife and I were talking about Q4 for TerrellDominick.com last week, and somewhere in that conversation I realized how far the plan had come from where it started.
The offer has been the same since 2021: early access, where the list shops 48 hours before Black Friday. That first year the whole plan was Black Friday and the two days in front of it, and the work was building the early access list. In 2022 we put the emphasis on day two of early access and on Black Friday itself, and day two doubled while Black Friday came in at four times the year before. Cyber Monday came next, then November became the promo, then November ran straight through December, and at some point October got pulled in as a testing ground. Amazon’s October sale gave us a window to try offers, build audiences, and set up segments before the season started for real, and what worked in October went into the November plan. Four years in, the thing we call Q4 is one map that starts before Halloween and runs to New Year’s.
The dates stayed where they were every year. What moved was how early we started and how much of the quarter we treated as one campaign.
The process had its own rhythm too. Planning starts mid to late September. I go back through the prior year first, the promo-by-promo revenue, average order value, sessions, conversion rate, revenue per session, which subject lines opened, which emails clicked, how many texts and posts went out. Then I look at what other brands ran, high level, for ideas. Then I put it on paper and start marking opportunities. A day that came in under the year before is an opportunity. If day two of early access was soft, the hypothesis might be two more emails and tighter retargeting, and that hypothesis goes on the map with a number next to it.
I bring that to my wife as the founder. She knows what’s feasible, what she has in mind, and what gets cut, and we merge the two into the official plan. From there it’s building the assets, the imagery, the site updates, the emails, and then testing before anything goes live.
The System
Q4 is the first quarter of next year.
The retail calendar is fixed. Halloween, Black Friday, Small Business Saturday, Cyber Monday, Green Monday, and the shipping cutoffs will arrive whether you have a plan or not, and each one carries its own urgency. Your job is to be ready before they get there, and the way you get ready depends on what you have in hand.
Gather what you have. If you ran promos last year, pull the numbers by promo day: revenue, orders, average order value, sessions, conversion rate, revenue per session, email opens and clicks, texts sent, and the subject lines that won. If this is your first Q4, your intel is the calendar, your capacity, your best sellers, your list size, and a look at what two or three peers ran last year. Both count. The first-timer’s goal this year is a baseline worth comparing against next September.
Find the opportunity. A promo day that came in under the prior year is where the work goes. Write the soft spots down before you write anything else.
Write the hypothesis. One sentence, one lever, one number to watch. “Day two was soft, so we add two emails and tighten retargeting, and we watch day two revenue.” If you have no history, the hypothesis is a guess, and the number you watch becomes your baseline.
Anchor to the dates, then go first. The big dates bring their own urgency, so you don’t need to invent it. The move that separated our years was opening earlier in November than the crowd and using October to test offers, audiences, and segments before it counted. Giveaways build excitement and the list before the paid asks start.
One offer, many wrappers. Our discount stayed the same all season. What changed per date was the name and the packaging. Decide the offer once in September and spend the rest of your energy on how it’s dressed for each anchor.
Build, then test, then run. Imagery, site updates, landing pages, emails, texts, ads. Every asset gets tested in the week before its date, with real orders and real inboxes.
If you sell time instead of things, the process is identical and the wrappers change. Gift cards and gift-able packages, a pay-in-full or prepaid block for the new year, January pre-booking, and for professional services, the year-end budgets your clients have to spend or lose.
In My Stack
The Q4 Planning Toolkit. A 2026 anchor-date calendar from October through December, a last-year intel worksheet, an opportunity-to-hypothesis sheet, an offer packaging sheet, the asset checklist, and the messaging playbook for email, text, social, and paid. Download it here and fill in the calendar first.
If Q4 started tomorrow, which date would you be ready for, and which one would catch you flat?
One Thing This Week
Print the Q4 calendar and circle the three dates you will actually run. Under each one, write a single hypothesis with a number next to it, then put the build deadline on the calendar two weeks before the first date. If you have last year’s numbers, the hypotheses come from the soft spots. If you don’t, they come from your best guess, and the number you write down becomes the baseline you plan from next September.
In 2013 the problem at JCF was customers. I didn’t have enough of them, the sales system I was running was broken, and the business model was broken too. I spent the next few years fixing both, and by 2016 the sales side was dialed. Demand showed up and kept showing up.
The relief lasted about as long as it took the sessions to get bigger.
Nothing dramatic happened, no one quit or complained, and I couldn’t have pointed to a number. I just felt it. We ran a standard I called touch every member. Every person in a session got a high five, their name called out, or coaching on their form, and the goal was two to three of those per person before the session ended. Around that time we were bringing strength training into the program. We coached about 96 percent women, and we wanted heavier weights to feel normal for them, so those days mattered. They also needed more touches than one coach could give because form is far more important with heavier weights. On strength days, I began to notice the standard was slipping.
So the fix for customers had created a fulfillment problem. I put a second coach on strength days, then hired admin help so members got the touch points between sessions, then brought on more coaches to take sessions outright. Every hire solved the delivery problem and handed me a new one: developing people, paying them in a way that kept them, sharing the vision, and getting them to enroll in it instead of just showing up. That’s when I started building systems, because the business had outgrown me.
My wife’s business went the other way. She launched her first clothing drop with TerrellDominick.com in April 2021 and it has grown every year since, so the customer problem I fought for years at JCF never really showed up for her. I supported her on marketing and fulfillment while I was still running JCF, sunset JCF in September 2022, and came into her business full-time in 2023. My job from the start was systems, building the efficiencies that let the growth keep going without breaking the people behind it. Five years in, the brand has done over $4 million in sales and built an audience of more than 125,000 followers.
Copycats showed up early, and they have cost us some things. The bigger problem they pointed to was the supply chain. It hadn’t grown at the same pace as demand, and we needed partners we could trust, who could hit our quality bar, and who could turn product in the agreed timeframe. This year we felt we were finally in a position to slow down on purpose and build that foundation stronger.
The System
A business never runs out of problems.
The problem you have tells you what stage you’re in. Customers came first at JCF, then delivery, then people, then the systems that let people deliver without you. My wife’s business skipped the customer stage entirely and still landed on the next one. When a new problem shows up, most owners read it as a sign something’s wrong. It’s usually a sign the last fix worked.
Solving one problem creates the next one. A dialed sales system at JCF created a fulfillment gap, the fulfillment fix created a hiring problem, and the hires created a development problem. A dialed demand engine at TerrellDominick.com created a supply problem. Every link in that chain was the previous fix doing its job.
Success invites its own problems. Copycats showed up because we solved awareness. They get handled by making the foundation stronger, and chasing the copies would have meant solving the wrong problem.
Sometimes the next problem is fixed by slowing down. Growth exposed the supply chain, and the honest move was to rebuild the vendor side before selling into it again. Choosing the foundation over the next sales month is a stage decision, and it takes more discipline than growing does.
The feeling stays the same at every stage. 2013 felt like the business was breaking, the strength days felt like it, and the supply chain feels like it now. The feeling is the cost of the stage, and knowing that keeps you from misreading it as a reason to quit.
In My Stack
The stage question. On every diagnostic call I ask an owner to name the problem that’s keeping them up, and then I ask what problem would replace it if they solved it. The second answer tells me which stage they’re in and whether they’re working on the problem in front of them or the one they’re afraid of next. Run it on yourself first. If you want to run it with me, the 20-minute diagnostic call is at book.fromthefloorup.co.
Is the problem you’re fighting right now the one in front of you, or the one you’re afraid comes after it?
One Thing This Week
Write down the one problem keeping you up. Under it, write the problem that would replace it if you solved it. If the second one looks better than the first, that’s where the work goes this week. If it looks worse, you may be in a slow-down stage and haven’t admitted it yet.
I Left the Stock Exchange With 38 Clients and No Cushion
From the Floor
I walked out of the NYSE on March 10, 2010. By then I had been running JCF Boot Camp on the side for nearly two years, July 2008 to that March, and a few weeks before I left I went through my PayPal account and counted. I had 38 paying clients, and what I brought home from JCF that month was more than my take-home pay from the job.
The job was never the plan. I knew from about 12 or 13 years old that I wanted to work for myself, and back then the dream was owning McDonald’s franchises. Out of college I had an offer to play professional football in Austria, and I turned it down the first time because taking it meant leaving school early and I wanted my degree. The offer came around again after Hurricane Katrina, and by then I had an offer from the Stock Exchange too. I took the paycheck. It was stability at a moment I needed it, and I knew fairly early on that it was a means to an end. I had no interest in climbing the corporate ladder.
So for nearly two years I did both. Investigator Analyst at NYSE Regulation during the day, fitness boot camps before and after work, and a business growing a few clients at a time until the month it out-earned the job. Most people I talk to who want to leave don’t have that yet. They have the skills and the itch and no proof, and this issue is what I’d have them build before they hand in anything.
What I didn’t do was stack. I had the proof and I had the clients, and I had almost nothing put away when I left. I’ll get to what I’d do differently below, because leaving turned out to be the easy part, and what came after was a job nobody had trained me for.
The System
I had 38 paying clients the day I quit, and I still wasn’t ready for the one skill the job never taught me: managing myself.
A job hands you structure. Somebody else sets the hours, the priorities, and the deadlines, and for a stretch of time the check clears whether you had a great week or a rough one. The day I left, all of that went with it. Sixteen years later, the biggest difference I know of between the two is that in a business you have to manage yourself and your time, and nobody is going to do it for you. Whether you show up or not, you’re still the one responsible for driving it.
I tell my young athletes this, and it applies here word for word: before you can dominate anything or anyone outside of yourself, you got to dominate yourself first. Managing yourself is the foundation. Once that’s in place, everything else is a skill. Operating a business, marketing it, and selling for it are all skills, and each one can be learned and built on. The catch is you have to believe that. If you think somebody is a good salesperson because they were born a certain way, you’ve closed the door on ever learning it.
That’s the foundation. The rest is the practical side, in the order I’d give someone sitting where I sat in 2009, still on the job, tired of it, knowing there’s more, and not sure how to put what they know to use.
1. Figure out if it’s the job or the calling. Being tired of a boss, a team, or a commute can be fixed by another job. A pull toward something you’d build whether or not anyone was paying you is a different thing. Be honest about which one you’re feeling before you move, because leaping out of frustration lands you in a business you didn’t want.
2. Name the skill and prove a stranger will pay for it. Take what you know, or what you’re willing to go learn, and find the problem it solves. Solving it for yourself, your spouse, or a friend is a start, and it isn’t traction. Traction is a market of people you haven’t met, so do the research, talk to people who have the problem, and put boots on the ground.
3. Get paying clients. Enough to validate the feeling, and enough that the numbers back it up on their own. Paying clients are the business. Without them you don’t have one yet, no matter what the website says. I had 38 when I left. That part was dialed.
4. Stack. This is the step I skipped. Set tangible milestones and hit them before you give notice: at least 3 to 4 months of expenses put away, a client count, a monthly revenue number. The paying clients from step 3 fund the stack, and the stack becomes your second revenue stream while you find your footing. If I had held myself to that, I would have gritted my teeth for a few more months, and my first year out would have felt very different.
5. Build your operations chops while on the job. Fulfillment first, meaning how you deliver what you promised. After that comes lead generation, how people hear about you and how they come in, and the follow-up sequences for the ones who go quiet. Next, build the money system in your business, starting with a weekly money meeting with yourself where you go over every transaction. Once that habit holds, run the same meeting with a bookkeeper. Lastly, vet and hire your CPA, whether you’ll see them quarterly or once a year at tax time. In 2026 AI and a little tech can carry most of this, and a slow week spent setting it up costs you nothing while somebody else is paying you.
6. Build the schedule before you need it. Decide what a day, a week, and a month look like. Plan monthly, and only do annual planning if that fits how you’re wired. Put the most important meeting on the calendar, which for now is the weekly money meeting from step 5, and keep it while you’re still employed. These habits are the self-management piece from up top, practiced while the stakes are low, so they’re already there when the business gets busy.
In My Stack
This week the tool is a page, and it takes 10 minutes. Write five lines on it: the problem you solve and who has it, how many strangers have paid you for it in the last 90 days, what you brought home from it last month next to your take-home pay, how many months of expenses you have put away, and which of the operations pieces in step 5 exist today. Every line gets a number or a “none.” I had a strong answer on two of those five lines in March 2010 and left anyway, and the page would have told me to wait.
If you want to work through your page with me, that’s what my free Discovery Call is for. Book one here and bring your five lines.
Is it the job I want to leave, or is it working for someone else?
One Thing This Week
Fill in two of the five lines tonight: how many people have paid you for this in the last 90 days, and how many months of expenses you have put away. Those two numbers tell you which step you’re on, and the next step is the only one that matters right now.
I left with 38 clients and no cushion, and I’d do it again with the same 38 and four months in the bank. Build the proof, stack the money, and learn to run yourself before you try to run a business.
Windell is my neighbor. He runs Windways Diesel Emissions with his dad, a 2-man inspection station in the Denver metro that’s been open since March 2021, and on a call last week he told me the first thing he ever noticed about me, years before any of this, was how organized our garage was while my wife and I were running her business out of it. He’d never said that out loud until last week.
Earlier this year we were at a friend’s house and the conversation turned to getting paid. Everyone in the room could relate, and Windell mentioned he had customers paying late and a couple not paying at all. 2 or 3 weeks later I called him and said I remembered what he’d said and could help, and we set a date to sit down. He didn’t know going in that I was coming to talk about invoices.
Invoicing came off the table fast. He already ran Helcim for invoices and payments, and the money outstanding came down to a small group of people. What he brought up instead was fleet trucks. Coca-Cola, with more than 100 vehicles, would bring the same truck for an emissions test 2 or 3 times a year, sometimes twice in the same month, because nobody on their end was tracking it. Windell charged them at first, felt bad about it, and started running the repeat tests for free. That’s 20 minutes on a semi, unpaid. Checking a truck’s history in the state’s system meant leaving the bay for the office computer, so in practice he found out after the test was done.
So between the discovery meeting and a visit to his shop, I spent 3 to 4 hours with Windell watching how he and his dad actually work. 5 years of paper, every vehicle written down by hand and kept. Fleet mechanics dropping off handwritten lists of unit numbers. A doorbell at the desk and Windell walking back and forth to see who was next.
That visit is what turned an invoicing job into a custom CRM: every company, every truck, the fleet manager’s contact, all of it tied to a VIN with the last test date and the next one due. Today it holds around 170 trucks across 25 or so companies, and a FedEx fleet mechanic now gets a PDF of every truck he’s brought in, so he knows which ones are done for the year. Windell’s line to another mechanic who handed him a paper checklist last month: “Only thing your paper is telling me is what you have to bring. My CRM is now telling me what we’ve done.”
The System
The frustration that keeps showing up in your business is a symptom, and a fix only holds when it reaches the problem.
I got this wrong with Windell before I got it right. I heard late payers and assumed an accounts receivable problem, and I had an invoicing build half sketched before we sat down. The pain was real. The root cause was different: he didn’t have organized, digital records of which trucks he’d tested and when, so the same truck kept coming back and he kept eating the test. I went through the same thing this summer in my wife’s business, where the pain showed up as copycats, refunds, and samples that didn’t match the production run, and the root cause turned out to be manufacturing partners we couldn’t trust. What follows is the process I reverse engineered from both, written on an index card so I could hand it to her, and it’s simple enough to run on your own business this week.
1. Diagnose the pain. Start with what keeps showing up and frustrating you, and name it plainly. Refunds. The same truck tested twice. Then keep asking what’s producing it until you land on something you can actually change. In both of my cases the pain and the root cause were two different things. Windell’s pain was money, his root cause was records. Ours was refunds, and the cause was the partners.
2. Brainstorm all the solutions. Every option, including the ones you’d never pick, before you fall for one. For the records problem the list held a spreadsheet, an off-the-shelf fleet tool built for repair shops, and a custom build. For the manufacturing problem it held tighter quality control with the same partners, new partners, and approving samples in-house before every run.
3. Decide on the solution. One. Pick it for how well it reaches the root cause, because this is the step where urgent and flashy pull hardest. Windell’s was a custom CRM with every truck tied to a VIN. Ours was new manufacturers and a real vetting process, with no deadline on it, because rushing the vetting is how we got here.
4. Understand what the solution entails, thoroughly. List every action, tool, and person it takes to solve the problem completely. For Windell that meant entering 170 trucks by hand, calling companies to find fleet managers he’d never met (he has contacts for fewer than half of them), and keeping paper next to the CRM while the backlog cleared. This list is also where you find out what you’re saying no to. Whatever’s on it is the priority now, and the other things wait.
5. Take action until it’s implemented. Until it’s done, not until it’s started. Windell still has a stack of about 20 trucks to enter. We’re still vetting. If you have a team, the first action on your list is telling them what the priority is and why, because a fix the team doesn’t know about is one more thing only you’re carrying.
One more thing about that sit-down. I walked in with the wrong diagnosis, and Windell is the one who corrected it. He’d already looked at fleet software and knew it was built for repair shops. He knew the money outstanding was a few people and not a system. He knew the thing costing him was the records, and he said so in the first 20 minutes. I built the CRM, but he did step 1 on his own before I ever showed up, which is the hardest step on the card.
In My Stack
This week the tool is the discovery. Before the CRM had a single line of code, I spent 3 to 4 hours with Windell, a sit-down meeting and then a visit to the shop to watch a normal day, and the notes from those went into the build right away. What I watched for: where information lives right now (paper, someone’s head, a state website), what the customer asks while they wait, and what the owner does twice.
If you want a second set of eyes running this process on your business, that’s what my free Discovery Call is for. Book one here and bring the problem you’ve been meaning to fix.
What’s underneath the frustration that keeps showing up?
One Thing This Week
Take the frustration that showed up most this month and run steps 1 and 2 tonight. Write the pain at the top of a page, write the root cause under it, and list every solution you can think of before you pick one.
I thought Windell needed to fix his invoicing. The 3 to 4 hours I spent with him during the discovery meeting and at his shop are the reason he has a CRM today and 170 trucks he’ll never test twice.
A couple weeks ago I told you about January 2013, the month I borrowed money from a college friend to pay my rent. What I left out was the part that confused me most while I was living it. JCF had customers. People showed up in the cold, sweated through the workouts, brought their friends. And I still came up short on rent.
The problem was that I had to resell every one of them, every single month. Twenty-eight days of training, then straight back out to fill the next twenty-eight. Nothing recurring, nothing tracked, no follow-up beyond whoever I happened to catch after a workout. Every month started at zero, and every sale lived or died on how much energy I had that day.
After that January I made a decision that took two years to finish. I went and learned sales from some of the best fitness entrepreneurs in the country, and I built the machinery piece by piece: a way to bring in leads consistently, a place to track every one of them, an offer to move them into, a follow-up system for the ones who went quiet, and a sales consultation system for the ones who raised their hand.
The org chart I drew that January told me which seats the business needed. Sales was the first one I actually built, because it was the one that paid for all the others.
The System
Sales is the bloodline of a business. If there are no customers, there is no business.
So before you build anything else inside a disorganized business, build the thing that turns interest into money on purpose. First, know where it starts and ends. Marketing is one-to-many, talking to people you can’t name yet. The moment a specific person raises their hand, a call, a form, a walk-in, they become a lead, and everything from that point until the payment clears is sales. Five pieces make the system.
Consistent leads. A sales system starves without inputs, so pick the one or two channels that already produce hand-raisers for you and give them a weekly rhythm instead of a burst when things get slow. At JCF the leads were there all along, referrals and walk-ups, and the change was giving them a rhythm I could count on.
Track every lead. One place, every name, with contact info, where they came from, and a next step. It can be a spreadsheet. The test is simple: if a lead came in this morning and you got busy, their name still exists somewhere on Friday.
An offer to move them into. A lead needs somewhere specific to go, one clear front-end offer with a price and a start, so the conversation ends in a decision instead of a “sounds good, I’ll think about it.”
Follow-up. Quotes and inquiries go quiet, and the follow-up rhythm is what separates quiet from gone. Decide the touches in advance, two days, one week, one month, so following up is a task on a list instead of a judgment call you make when you remember.
The close. When someone takes the offer, sit down with them. A scheduled conversation with a repeatable script, where you ask for the decision and the payment in the same meeting. This was the piece I had to learn from scratch, and it’s the piece that turned JCF’s crowd into a membership.
In My Stack
This week I built my own version of a Linktree in Codex, one page that holds every link into what I do: the newsletter signup, the latest reel, my social profiles, and my ADHD productivity cheat code. Tools like Linktree and Stan Store charge a monthly fee for this, and I wanted one I own that matches my brand.
It connects to this week’s lesson more than it looks like it does. A links page is the capture step of a sales system, one front door where a hand-raiser from any platform lands in a place I control. Take a look and steal the layout for your own.
What is my process when someone tells me “sounds good”?
One Thing This Week
Pull every lead from the last 30 days into one list, mark the last touch next to each name, and send one follow-up today to the person who’s been quiet the longest. That single list is the seed of your sales system.
I resold my whole business every month for five years before I built the machine that did it for me. Build yours before you need to.
Several weeks ago I jotted down a play for Care Lab Collective, a parent community I’m working with on their back-to-school campaign launch. The note was a warm outreach play: an email campaign ascending current members into the new annual membership offering, and a second track to folks who did a trial in the past or stopped their membership for whatever reason, inviting them back in as part of the campaign. Phase 1 work, the pre-launch move where you ascend your warm and hot audiences before the doors ever open. The reactivation half of it is the same play I wrote about in this newsletter a few months back.
Then launch season swallowed me. The trial experience, the updated webpage, what the community marketing would look like. I was enthralled with all of it, and the note sat where I left it.
Yesterday I was putting together a PDF to present to the Care Lab team, and my AI reminded me: the warm outreach play from several weeks ago wasn’t in the plan. I had forgotten the thing entirely. And I got it back at the exact moment I could still use it, before the campaign opens instead of after.
The efficiency side of AI is real, and it’s honestly the part I appreciate least. The part I appreciate most: I can jot down a note, a brainstorm, a half-formed brain dump, and it remembers all of it and brings it back when it matters. That reminder yesterday was beautiful, and it’s the reason this issue exists.
The System
AI’s first job in a service business is memory. Every other job builds on it.
Job 1: it remembers what you jot down. Notes, brainstorms, and brain dumps go in the moment they happen, no polishing, no organizing in the moment. The Care Lab play came back because the note lived somewhere my AI could see it. A note filed where AI reads it is a reminder waiting for its moment.
Job 2: it repeats your best deliverables, on brand. Service agreements, proposals, recap emails. I have very little design skill, and every deliverable still goes out in the client’s branding, because the format got built once and gets reused every time after. A recap email that used to cost me an evening now goes out the same day as the call, and that’s what closing the loop actually looks like week over week.
Job 3: the first two combine into personal, high-touch work. Because the notes, transcripts, and brand files are all filed, a proposal can pull the nuanced details: the client’s own words, the goal they named 3 calls ago, the decision made on the last call. The deliverable arrives on brand and personalized at a depth I could not produce alone at this speed.
And underneath all 3, confidence. I’ve got 16 years of business behind me and still carry some imposter syndrome. Knowing the t’s are crossed and nothing is falling through the cracks changes how I walk into coaching calls, presentations, and strategy work, and I think clients can feel that difference.
In My Stack
The AI-Ready Folder Map. None of this works if files live loose on a desktop, because memory starts with where things go. I mapped my exact structure onto one page: the instructions file your AI reads first, the about folder that holds your voice, an operations folder with an inbox for brain dumps, an outputs folder for your own builds, one folder per client with materials and outputs kept separate, and a templates folder for everything you send more than twice.
And if you want me to map this onto your business live, the Time Back Assessment is the call for exactly that: book.fromthefloorup.co.
What happened to the last good idea you jotted down in the middle of a busy week?
One Thing This Week
Pick one home for every note, brainstorm, and brain dump this week, one folder or one running doc, and drop each one there the moment it happens. Friday, ask your AI to read the week’s notes back to you and flag the one that deserves a slot next week.
In January 2013 I borrowed money from a college friend to pay my rent. My oldest was 18 months old. I remember sitting there doing the math on what I had against what I owed and coming up short, and how quiet the apartment was while I did it.
Hurricane Sandy had come through a couple months before, late 2012. JCF was an outdoor boot camp then, and every four weeks I had to go resell the entire business. No memberships, no subscriptions, nothing recurring. Twenty-eight days of training, then straight back out to fill the next twenty-eight. We had a real culture at that point, nowhere near what it eventually became, and when Sandy hit, people had bigger things to think about than signing up for another four weeks. It was disposable, and it dried up fast.
From 2008 up to that January I had run the whole thing on momentum and effort. Whatever the business needed, I did. That held for almost five years and then the bill came due all at once.
What I did next didn’t look like much from the outside. I sat down with a pad and drew out what JCF could be at full size, every seat that business would need if it ever got there, and then I looked at how many of those seats had my name in them.
That drawing didn’t make me a dollar that month. What it did was change the question. I stopped asking how do I get through February and started asking who is supposed to be doing this work. I had been the best trainer in my own business for five years and I had not spent a single day being the owner of it. That was the first time I put the horse before the carriage.
The System
An org chart is a list of the seats your business needs at the size you want it, plus a plan for getting your name out of each one.
Most owners hear org chart and picture a corporate wall poster with twelve names on it, which at two people feels like wearing a costume. Draw it anyway, because until the seats are written down somewhere, every task that shows up without an obvious owner travels straight back to you, and that’s how an owner stays stuck doing twenty-dollar work at nine at night while the work only they can do sits waiting.
Draw the business at the size you want it. Ignore who you currently have and sketch the seats your business would need when it’s fully operational, think roles not people. Most service businesses land on seven: sales, service delivery, scheduling, billing and admin, marketing, hiring and training, and money.
Put your name in every box you actually hold. When I first created my org chart in 2013, my name filled most of the boxes. If you’re newer to business, you may find the same thing. Seeing that on paper can be useful because it makes it clear what can be delegated or eliminated.
Rank your boxes by what the hour is worth. Next to every box with your name in it, write how many hours a week it takes and what you’d have to pay someone else to do it. Admin at twenty dollars an hour and sales at whatever your average job is worth do not belong on the same to-do list. The cheap hours leave first.
Solidify the role before you fill it. This makes the removal permanent. Before another name fills the box, write four things: a job description, a hiring checklist, a scorecard, and a position agreement. With these four items, you’ll have the tasks the role is responsible for, the tools and resources the role has access to, and what success looks like, and most importantly, these documents supersede the name filling the box. Once complete, hand it to a part-timer, a 1099, a family member, whoever fits, and hold them to the written version rather than to how you would have done it. One box at a time until you have a business that does not require you to pull all of the levers in order for it to grow.
In My Stack
I gave a box to an AI employee before I gave one to a person. It holds the notes and follow-up seat. After a client call it takes the transcript, pulls the decisions and the action items, drafts the recap in my voice, and hands it back for me to approve before anything goes out.
Those four documents are what made it work. I fed the AI the same job description and the same scorecard I would hand a person, because a role nobody defined produces vague work whether a human or a machine is sitting in it.
Find the role where tasks are repeatable and done is a binary yes or no answer, and hand that one over first. It will cost a paid plan to Claude, ChatGPT, or Gemini.
The Time Back Assessment. We get on a 45-minute call and map the 3 workflows creating the most friction in your week. You leave with the map, and within 48 hours you get your written Time Back Plan: the system I’d put under each workflow, the tools I’d use, and the one fix to make first. It’s $197, credited toward the build if we do it together. Book it at book.fromthefloorup.co.
If you handed someone the business tomorrow, how much of it would they have to ask you about?
One Thing This Week
Draw your org chart. Think roles not people. List the appropriate role at the top of the box and the corresponding name of the person that holds the title. Then start the four documents for that one box, the job description, the hiring checklist, the scorecard, and the position agreement, so the role is solid before anybody sits in it.
A few years into JCF I sat through a two-day Own the Room training on running meetings and speaking. I walked in thinking I already knew this part. I’d been running team meetings for years and I’m comfortable in front of a room.
Then they had us record ourselves and read our own filler back. Every “um,” every “basically,” every sentence that added nothing to the point. There was a running bit for weak language, a coaching cue every time somebody watered down their own message. Mine came up more than I wanted. One of the coaches called it water-downed Pepsi, the message is in there, you just diluted it until nobody could taste it.
The line that stuck with me was “speak only when you can improve upon the silence.” And then the stat that reframed the whole thing: when you deliver a message, 7% of what lands is the words, 38% is your tone, and 55% is everything your body is doing. I’d been spending all my prep on the words and winging the other 93%.
The second half was the part I actually needed, running the meeting itself. Start on time. Sidebar anything that pulls the room off the agenda so one person’s tangent doesn’t eat everyone’s 30 minutes. Get people participating every 10 or 15 minutes instead of talking at them. Close with an action, not “okay, thanks, see you next week.”
I went home and rebuilt my JCF agenda around it. Then years later I built the same skeleton for a coaching client who runs a small team. Different business, different people, same bones. The agenda barely changed, and that’s the part that surprised me.
The System
A meeting is a system you run.
For a long time my JCF meetings were me showing up, talking through whatever was on my mind, and everyone nodding. That’s the version that earns meetings their bad reputation. The training handed me a structure, and that structure turned my meeting into the most useful 75 minutes of my week.
This matters even if you don’t have a team yet. You’re already running meetings. If you’re solo, the meeting is the 20 minutes you sit down with your own numbers and decide what the week is for. If you’ve got a couple of 1099s or an offshore freelancer, every check-in is a meeting. Every vendor call and every client call is a meeting you’re running, whether you named it one or not.
The skeleton stays, the payload changes. At JCF I ran a standing weekly team meeting on a time-boxed agenda, and any time a one-off came up, a new social media push for example, we’d meet and run the same structure. Same slots, completely different content poured in each time. A coaching client of mine runs on the same bones with her own topics inside them. Build the skeleton once and you stop reinventing the meeting every week.
Four beats: open, frame, work, close. Open on time and open warm, a shout-out or a quick win, because recognition up front makes people want to be in the room. Frame the month’s goal and this week’s priorities against a written agenda with a time box on every topic, and send it before you meet. Work the middle, what went well, what to fix, one thing worth training, and honest feedback. Close with action items that each have a name attached, then a round of questions, concerns, and comments so nobody walks out unclear.
Two must-dos. The first is the sidebar. When a tangent shows up you name it, park it, and come back at the end if it still matters, so one rabbit hole doesn’t cost everyone their afternoon. The second is how you communicate, because only 7% of the message is the words. Your tone has to match the weight of what you’re delivering, so when the month’s priority actually matters, your voice has to say it matters, otherwise it’s like you didn’t cover it. And when you want feedback, ask for the specific kind, “tell me one thing I can improve,” because people are too polite to volunteer it on their own.
In My Stack
The agenda skeleton I still hand to clients. Copy it, put your own topics in the slots, and keep the time boxes: shout-outs and a win (5 min), goal and priorities for the month (5-10 min), debrief and one thing to train (15-20 min), this week’s priorities and who owns what (5-10 min), then questions, concerns, comments (5 min).
Send it before the meeting, put a visible timer on the table, and sidebar anything that doesn’t fit a slot.
The Time Back Assessment. A recurring meeting that drains your week is a workflow like any other, and a clunky workflow is exactly what the Time Back Assessment is for. We get on a 45-minute call and map the 3 workflows creating the most friction in your week, the meeting that never ends included. You leave with the map, and within 48 hours you get your written Time Back Plan. It’s $197, credited toward the build if we do it together. Book it at book.fromthefloorup.co.
If someone dropped into your last meeting cold, could they tell you what it was for and what got decided?
One Thing This Week
Write a fixed agenda for your next meeting, put a time box on every line and one owner on every action item, and send it before you meet. If you’re solo, book a 20-minute meeting with yourself this week and run it against that same agenda. If you’ve got a team, even a couple of 1099s or freelancers, run your next check-in start to close without letting it drift, and end on who owns what.
When I landed my first coaching client, all the scheduling happened over text. That worked fine right up until clients 2, 3, and 4 showed up with their own calendars, and suddenly I was juggling open slots in my head across 3 different threads.
I’d been here before. Back in my fitness days I ran Acuity Scheduling, and Calendly before that, so I knew exactly what a booking tool needed to do. I also knew I didn’t want another monthly subscription doing a job I could describe in a paragraph.
I already had a Lovable subscription, so I started there. I pasted in a screenshot of my website branding and a screenshot of Calendly, told it plainly that I’m not a developer, listed the functionality I needed, and let it build. The first version looked beautiful. It matched my site so well you’d think a designer did it.
Then my clients tried to book. The page ignored time zones entirely. A client would book 11:30am Eastern, which is 9:30 my time in Mountain, and the invite would land on their calendar as 9:30 Eastern. Two hours early, every time. Then came the Sunday night text: “Seems like there’s a snag with the site again. No booking times are loading.” Two days later another client asked me to just resend a calendar link because nothing had loaded for her all week. So I was back to booking over text, which is the exact problem I built the thing to solve.
Lovable and I went three rounds trying to fix it. Each round I thought it was good, and each round it wasn’t. So I moved the whole build over to Claude Code. Same inputs, a Calendly screenshot and my brand guidelines and the functionality written in plain English, plus the line I end every big prompt with: ask clarifying questions. It asked its questions, and then it built the thing that actually worked.
The System
The workflow was the hard part, and the coding was handed to AI.
Before I wrote a word of that prompt, I mapped what actually happens when someone books with me. What happens when they pick a time, what I need from them before the call, where the money moves if the call has a price, and what lands on which calendar afterward. Before I automate anything with AI, I map what needs to happen and season it with my own taste. AI comes last in that order, because it can only create efficiency inside a workflow that already makes sense.
What the rebuild does now. It books across multiple calendars without double-booking me, and it pulls the Google Meet link from the right Google Workspace account, because I run more than one and the wrong link means a client sitting in an empty room. Email notifications go out at the times I set. There’s an admin panel where I can swap out appointment types and put a price on any event without touching code. And it matches my brand because I handed over the brand guidelines instead of hoping.
The screenshots did more work than the prompt. A picture of Calendly communicated more than 3 paragraphs of description would have. I described what I needed in plain English, attached the screenshots, and let the clarifying questions surface everything I forgot to mention. That’s how it learned about the 2 Workspace accounts before the wrong Meet link ever got sent.
The order is the lesson. I’ve bought the tool first before. Years ago I signed up for Acuity and then bent my schedule around whatever Acuity could do. This time the workflow came first and the tool got built to match it, and that’s why this one stuck.
In My Stack
The line I end every build prompt with: “Ask any clarifying questions.” That one sentence flips the AI from guessing to asking. Every requirement I would have discovered as a bug 2 weeks in comes out as a question on day 1 instead. It costs you 5 minutes of answering and it’s the cheapest QA you’ll ever run.
The Time Back Assessment. The booking page exists because one workflow got clunky enough to bother me. The Time Back Assessment is me running that same audit on your business. We get on a 45-minute call and map the 3 workflows creating the most friction in your week, or the ones you flat out hate doing. You leave the call with the map, and within 48 hours you get your written Time Back Plan: the system I’d put under each workflow, the AI tools I’d use, and the one build to do first. It’s $197, credited toward the build if we do it together. You book it on the page I built. The work is the proof.
Which tool are you paying for every month that you could now build yourself with AI?
One Thing This Week
Map one clunky workflow through start, middle, and finish. Decide if an existing tool or your own AI-build solves it best for your business.
Last week I sat down in person with a home staging client I've been working with since February. The agenda was logistics, building a cleaner system for de-staging, and most of the meeting stayed there. She's made real progress. Move-ins run clean now, the third-party moving team has found its rhythm, and our conversations have shifted from putting out fires to designing how the work should run.
Then the real thing surfaced. Move-outs have had a few hiccups with the moving crew, and when we traced them back, they pointed at the standard being set on site. Her right-hand person runs point on those days, and he's been a bit passive with the crew. The bar for how a de-stage gets done was never firmly set, so the crew filled the silence with their own version of it.
She knew it before I said a word. She's protective of him, and I get it, he's earned that loyalty, so instead of a candid conversation she'd been absorbing the hiccups and hoping the pattern would smooth itself out.
I come from football, and I spent years setting standards with young athletes, and there's a saying from that world I've carried into every business I've run since: we either coach it or we allow it. Notice a behavior, say nothing, and you've made a decision. Silence reads as approval.
She comes from an athletic background herself, so I knew the phrase would land. I told her what I was seeing, that right now she was allowing the exact behavior she didn't want in her business. Then I told her the part that mattered more. She has uncanny interpersonal skills, and the same tact that wins over her clients is what will let this conversation land as an investment in him and a step toward a bigger role.
The System
What you allow becomes the standard.
Smush the ants before they get bigger. A hiccup on one job is an ant. A crew that has learned nobody will say anything is what the ants become, and the cleanup at that point costs far more than the 10 uncomfortable minutes would have.
The standard also travels. If a right-hand person or a lead runs point with your team, the standard you set with them is the one everyone downstream inherits. Whatever that person tolerates shows up on the job with your name on it.
So put these conversations on a schedule. Run a weekly team meeting and a monthly one-on-one with each person on your team. The cadence operationalizes the candid conversation, so raising a standard becomes a standing agenda item everyone expects rather than a talk you spend two weeks working up to.
Keep the agendas simple. The weekly team meeting runs shoutouts, business goals, a debrief for troubleshooting, training, and feedback, then priorities for the week. The monthly one-on-one goes personal: a check-in, what went well, what can improve, personal goals and how you can help reach them, and a close for questions, concerns, or feedback. With that rhythm on the calendar, coach it or allow it no longer depends on your courage in the moment, and small things get named while they're still small.
In My Stack
This week it's the AI models I've been building for my wife's e-com brand, TerrellDominick.com. Product photography used to mean coordinating a model, a photographer, a location, and a day everyone could actually make. Now I take a clean product shot, feed it to ChatGPT Image 2 or Nano Banana 2, and describe the model, the pose, and the setting I want. A few rounds of iteration later the piece is on a model in a scene that fits the brand, and the only schedule involved was mine.
What behavior on your team have you been allowing that you would never write into the playbook?
One Thing This Week
Pick the behavior you've been allowing the longest and schedule the conversation this week. Open with what the person does well, name the standard you need from here forward, and frame the whole thing as preparation for more responsibility. A 10-minute candid conversation beats another month of hoping.
There was a stretch at JCF, the fitness business I ran for 14 years, when the schedule was as full as it had ever been. Sessions were booked, the team was working, and anyone looking in from the outside would have called it a healthy business.
Then I sat down with the numbers at the end of a month and looked at what was actually left. Wages, rent, software, insurance, and equipment were all covered, the clients were taken care of, and the work was good.
What was left was thin. Not nothing, but it didn't match the hours I was putting in, and there was almost no room to save or to make the experience better for our Members.
It took me longer than I'd like to admit to see why. My prices had been built on a flawed idea of what felt right to charge. A number sounded fair, was in the ballpark of other gyms, so it became membership pricing. My actual costs and profit I needed to hit never entered the equation.
The indirect costs of running the business were not considered. Those costs were real, and every month they got paid out of whatever margin happened to be left over, which is why full sessions were producing a thin bottom line.
I fixed it by mapping the full cost of one job before I ever touched the price. That map is what I want to hand you this week.
The System
The price has to carry more than the work that happens today.
Start with the costs you can see. List every cost that exists because the job exists. Labor, travel, gas, materials, contractors, anything you rent or buy to get that one job done. Most owners have this part close to right already.
Add the costs the invoice never shows. Rent, insurance, software, storage, admin help. These keep the doors open, and every job has to carry a share of them. Use real numbers. If your operating costs run $5,000 a month and you average 20 jobs a month, every job needs to carry $250 before you've made a dollar of profit. Use a full prior year if you have one, since it accounts for your slow months.
Give your own pay a line. Start with what you want to take home in a year and divide by 2,080 hours for a rough hourly figure, then check it against your actual workload over the last 90 days. If your pay isn't in the price, you are the one cost the business has decided not to cover.
Then look at the market. Your full cost map sets the floor. The local market shows the current ceiling. When the ceiling sits below what the business needs, you have two honest moves, and both are yours to make. Build a stronger offer that makes the comparison less direct, or make the work leaner without cutting anything the client notices. Pick the one that gives you the most conviction. Ultimately, you have to be able to stand behind the one you choose.
In My Stack
The FTFU Diagnostic is in my stack this week. It gives you a quick read on the part of your business that needs attention, including the places where pricing needs a closer look. Take it, then use the result as a starting point for the numbers you pull next.
What needs to be inside this price for the work to be delivered well and the business to stay healthy?
One Thing This Week
Pull the last 60 to 90 days of completed work, divide your average monthly operating costs by the number of jobs, and add that number to the direct job-cost estimate before you send your next quote.
Last week I ran kickoff calls with a new client, two co-founders who run a membership together. Several hundred people in their free community, a few dozen paying, and a two-week trial that hasn't been offered to the group yet.
Forty minutes in, I asked one of the founders to walk me through what a new trial member actually does in their first two days. Where they land, what they touch, where she thinks people stall out.
She had answers, and good ones. There's a Start Here page, a welcome popup, an automated email, and a steward on their team whose whole job is to send a personal message to every new member within a day or two. There's a Monday note about the week ahead and a Friday wrap-up.
That's six touches, built by two people who care a great deal about the humans on the other end, and every one of them exists because somebody noticed a need and made something to meet it. But as she listed them out loud, I could hear that the six had never been laid side by side and looked at as one thing a person moves through.
So I asked what happens between the day a trial starts and the day it ends. They track the start date, they track the end date, and they track whether the person converted. Nothing in the middle.
Then I asked about the ones who don't convert, and she told me she doesn't really know where they fall off. She told me about friends of theirs, people who love them and want this to work, who started the trial and never came back. When she followed up later, they all said a version of the same sentence. They meant to dive in, a whole stretch of time went by, and they just never did.
Their trial is 14 days long, and nobody had ever written down what those 14 days are supposed to feel like.
The System
The first 14 days of a new client are the most fragile stretch of the relationship.
That business didn't have a missing touch. It had six good ones, and the gaps between them were the problem. This is what happens when a company grows the honest way. You add what's needed when you need it, the pieces arrive one at a time over a couple of years, and the whole thing never gets laid out and looked at as one experience.
So I built theirs. Eight messages across 15 days, and the decision that shaped all of it was the size of what each one asks for.
I got that wrong on the first pass. My draft opened by asking the new member to introduce themselves, which seemed obvious to me, and the feedback came back that new people find posting intimidating and that being asked to perform on day one is what makes someone quietly close the tab. So I took the ask out entirely.
Now the first message asks for nothing. No button, on purpose. The next few ask for something private and passive, the kind of thing a person does alone in ninety seconds with nobody watching. Then something small and public, a signal rather than a performance. Then something that costs real time and puts them in front of other people. And only then, on day 12 of a 14-day trial, does anyone mention money. Six of the eight messages don't sell anything at all.
You start at zero, and each ask costs one notch more than the one before it.
It is easy to build this upside down, and I have done it. We ask for the sale upfront because it's what we want, and before we've given the customer anything. We ask for the most at the moment we have earned the least.
In My Stack
I've been in Codex, which as of last week lives inside the new ChatGPT desktop app. I've been using it to build out my AI content team, and the production has been better than I expected.
The bottleneck has been me. I still spend the large majority of my working hours inside Cowork, and I haven't carved out enough time to sit with Codex and actually dial in the workflows, which means my social content is lacking at the moment.
I'm digging into 5.6 this month to find the best use cases for small business founders creating efficiencies in their workflows, and I'll report back on what earns its keep.
If you want help mapping your first 14 days, I run a free Discovery Call → book.fromthefloorup.co
If you read your own welcome messages back to back, in the order a new customer receives them, would they feel like one experience?
One Thing This Week
Write your nurture sequence, or update the one you have. Before you write a single subject line, list every stop in your customer's first two weeks and write down what each message asks them to do. The first should ask for nothing. Work up from there, small and private before public, and put the request to pay near the end, after they've gotten something real from you. If you're asking for money in the first few days, move it.
The first week is where your new customer decides whether you noticed they showed up. Everything you ask for after that depends on the answer.
Issue 018 · July 7, 2026 · 5 min read · HMYLB Part 7
How To Market Your Local Business Part 7: Conversion and Retention
From the Floor
At JCF we had a lot of poles in the water. Ads, referrals, events, walk-ins, and every one of them dropped leads into the business all week long. The embarrassing part was what happened next, because some weeks I followed up within the hour and some weeks a name sat for days, and our lead to trial conversion swung around depending on which version of us you caught.
It bothered me enough that I opened a spreadsheet and named it #Operationsleakyleads. Writing the names down made the problem impossible to ignore. These were real people who had raised their hand, and we were letting them cool off.
The fix was one Zapier automation with Twilio. A new lead came in, a row created in the spreadsheet, and my phone buzzed with a text carrying the lead's name, email, and mobile number. That text changed my behavior more than any goal I had ever set, because the lead was suddenly in front of me while they were still thinking about us, and I made it a rule to reach out inside the first 5 to 10 minutes.
Lead to trial conversion climbed 27 to 28% after that. Same offer, same coaches, same ads. The only thing that changed was how fast a human touched the lead.
I've built a lot of systems since then, and that one still holds the crown for return on effort. One zap, one text message, and a rule about 10 minutes.
The System
Every part of this series filled your funnel with names, and the money shows up in the two moves most owners skip, touching a new lead fast and going back to the customers you already earned.
Parts 1 through 6 built the machine that earns attention. The offer, the awareness engine, your profiles, the rooms you teach in, the paid engine, and the referral system all end the same way, with a name and a number in your hands. This final part covers what happens next, because a lead is only worth what your follow-up makes of it.
Speed decides conversion. A lead is never more interested than the moment they raise their hand, and every hour of silence after that cools them off while a competitor answers. The build has three pieces. Catch every lead in one place no matter which pole it came in on. Wire an alert so a human sees the lead the minute it lands, and a text message beats a dashboard because a text interrupts you. Then give the first touch one owner, a named person whose job is to respond inside 10 minutes with a specific next step, the trial, the estimate, the consult, whatever your front end offer from Part 1 is.
What the first touch looks like in your world.
Home Service: the plumber's missed call becomes a text within minutes, got your call, I can look at it Thursday morning or Friday afternoon, pick what works. The homeowner was already dialing the next name on the list, and now they stop.
Restaurant or Retail: the catering inquiry from the website gets a reply before lunch service ends, a menu link and two available dates, because those jobs go to whoever answers first.
Personal Service: the trial signup gets a personal text the same hour, a welcome by name and what to bring to the first session, so the person who was nervous about walking in feels expected.
Professional Service: the consult request gets a same-day call and an intake link, because someone shopping for an accountant or attorney tends to hire the first office that treats them like a client before they are one.
Retention runs on a calendar. The customer list you built across this series is the cheapest channel you own, because these people already paid you and already trust you. Retention dies at most local businesses for one simple reason, nobody scheduled it. So put three touches on an actual calendar. The post-job touch inside 48 hours, the thank you, the review ask, and the referral ask from Part 6 in one motion. The seasonal touch, whatever moment in the year naturally brings your customer back. And the 90-day win-back, a specific offer to anyone who has gone quiet, sent on a schedule instead of when you happen to think of them.
What the calendar looks like in your world.
Home Service: the HVAC company texts last spring's tune-up customers in March, before the first hot week, and books days of work from names it already had.
Restaurant or Retail: the boutique keeps a list of its best 50 customers and texts them the night before new stock hits the floor, so the people most likely to buy get first pick.
Personal Service: the studio sends a 90-day win-back to lapsed members with a specific comeback offer and a date it expires, and some of those members just needed to be invited back.
Professional Service: the accountant runs a quarterly check-in across the whole client base, so when a client's situation changes the first call goes to them and the book renews on relationship.
In My Stack
This week's resource is Turn Leads Into Customers Who Stay, the final playbook in the series. It has two halves. The first is the speed to lead build, the exact alert automation I ran at JCF with Zapier and Twilio laid out step by step, plus the first-touch scripts to send in those opening minutes. The second is the retention calendar, the post-job touch, the seasonal touch, and the 90-day win-back, written so you can put real dates on it this week.
One thing to know. The alert is the whole trick. Follow-up advice fails when it depends on the owner remembering, and a text message on your phone removes remembering from the job.
This series started seven Tuesdays ago with your offer, and since then we've built the awareness engine, cleaned up your profiles and listings, put you in front of rooms, turned on the paid engine, made referrals a system, and turned the names you collected into customers who come back. That's the whole local funnel, cold to warm to hot to sold to repeat.
Reading it and running it are different jobs. If you want a second set of eyes on where your funnel leaks first, book a call with me and we'll find it in 20 minutes.
How long did the last lead who contacted your business wait to hear back from your company?
One Thing This Week
Pick your tier and run the move this week.
Doer: Wire the alert. Zapier catching your lead form into a spreadsheet with a Twilio text to your phone, or even just your form's built-in text notification switched on, then answer every lead inside 10 minutes for the next 7 days.
Manager: Give the first touch one owner. Add a time-to-first-touch column next to every lead that comes in this week, and review that column with your team on Friday.
Owner CEO: Pull every customer who has gone quiet for 90 days or more, pick the 20 most valuable, and send them a specific win-back offer this week, then put the next round on the calendar for October so it runs without you.
Speed and cadence are the same discipline, working the names you already earned before you spend another dollar buying new ones. Build the alert, put the calendar together, and the funnel you spent seven weeks building starts paying out on schedule.
That closes the series. All seven playbooks live at fromthefloorup.co/local, and From The Floor Up keeps publishing every Tuesday, one real lesson you can run the same week.
Issue 017 · June 30, 2026 · 5 min read · HMYLB Part 6
How To Market Your Local Business Part 6: Referrals and Partnerships
From the Floor
For years I treated referrals like a tip, something a happy member might leave on the way out if I was lucky and remembered to ask. Then I stepped into running JCF as an owner instead of the trainer, and I changed the rule. Referrals became a condition of doing business with us.
It reads more aggressive on paper than it ever felt in the room. Most of our members started on a trial, so by the time I closed them on a program they had already felt what we did, and the ask came right there at the table. After we finalized the new member's annual membership, I'd let them know, we are going to get you results, that part is on us, and in return I'd like to work with more people like you. Most of them had two or three in mind as soon as I finished the sentence.
We backed it up in the welcome packet. Every new member got a folder, a little swag, and a referral letter, and that letter turned into a referral card where they wrote down a friend's name, mobile number, and email so we could follow up ourselves instead of hoping they would pass our flyer along. We were not shy about asking for the favor, because we had a track record of doing what we said, and that earned us the right to ask.
Running it that way taught me something I still coach. When someone commits to you and you feel the weight of getting them a result, asking for a referral feels like part of the same handshake. The people who already trust you are the cheapest growth you will ever find, so build the referral ask into your sales or retention system, and stop leaving money on the table.
The System
The cheapest customers you will ever get come from the people who already trust you, when you build the ask into the business instead of leaving it to luck.
Part 5 leaned on paid ads to buy attention. This week we borrow trust, the channels where someone else's relationship does the selling for you. Two of them carry the most weight for a local business, referrals and partnerships, and they grow on goodwill instead of ad spend. Referrals are the one I would build first, because the trust is already yours and the only thing missing is the system.
Make referrals a condition of doing business. The mistake is waiting until someone is walking out the door, when the moment of highest trust is the moment they say yes to you. Ask at the close, while they are committed and a little proud of the decision they just made. Keep the ask specific, names of people they have already mentioned wanting what you sell, because specific is what their brain can actually answer. Make passing it along about a ten-second job, a card to fill out or a text you send them to forward, so the easiest thing for them to do is the thing you want.
Build it into something they hold, then follow up yourself. A referral that lives in your customer's good intentions never shows up. Put it in their hands the way we did, a welcome packet with a card where they write down a name, a mobile number, and an email, and then you make the call or the text. Owning the follow-up is the whole difference, because it moves the work off their memory and onto your system, and your system shows up every time.
Run a few overt plays on a calendar. Beyond the one-on-one ask, build moments designed to bring friends through the door. At JCF we ran themed workouts with a DJ on a Friday evening, a slot we did not normally use, and called it a happy hour, and members brought people who would never have walked in cold. We ran referral contests, free-week competitions, and socials, and we captured contact information at every one of them, then put a small gift or a raffle behind the referral so the person doing the referring had a reason to act now. Pick one of these a quarter and the borrowed-trust channel turns from a someday idea into something on your calendar.
What this looks like in your world.
Home Service: a plumber or HVAC tech asks at the end of the job, when the customer is happiest because the problem is gone, and hands over a card or texts a link, who else on your street has a water heater this old, so the warm intro happens while the relief is fresh.
Restaurant or Retail: a boutique runs a bring-a-friend night and gives both the customer and the friend a small gift, and at checkout the owner captures the friend's name and number so the relationship does not end when they leave the store.
Personal Service: a salon or studio asks at the result moment, right after the color or the goal that got hit, and sends the client home with a guest pass for a friend that has the client's name on it so the front desk knows who to thank.
Professional Service: an attorney, accountant, or advisor asks at the win, the case closed or the refund that landed, and because their best referrals come through other professionals, they keep a short list of people they trust to send work back and forth with on purpose.
Partnerships put your name in front of someone else's customers. A partnership is two local businesses who share a customer and do not compete, agreeing to send value to each other's people. The best one we ran at JCF was the Rockstar program. Every week the coaches voted on the member who stood out, that member signed our Rockstars board, which now hangs as a wall of member autographs, and they walked away with a reward our partners paid for, 25% off House of Gains, the local meal-prep delivery, and 30% off New Jersey Running Company in Hoboken, which later became JackRabbit. The member felt celebrated, the partners got warm customers who already trusted our word, and we got a recognition program we did not have to fund ourselves. The trust ran in every direction at once.
Your version starts by listing the businesses that already serve your customer right before or right after you do, then building one thing that sends value their way.
Home Service: a landscaper and a pool company hand each other the job that sits just outside their own lane, so the customer gets taken care of and neither one chases a lead they were never going to win.
Restaurant or Retail: a cafe and the boutique next door run a show-your-receipt discount, and each storefront quietly feeds the other foot traffic all week.
Personal Service: a studio and a meal-prep company do what we did, fund each other's customer rewards so both brands ride along on a perk neither paid for alone.
Professional Service: an accountant and an attorney send the work that is not theirs to do, and the referral partner becomes the steadiest source of new clients either one has, which is why professionals live or die on these relationships.
In My Stack
This week's resource is Turn Customers Into Referrals. It takes the engine you just read and turns it into the build, the exact ask to use at the close and the words that go with it, the referral card that captures a name, a mobile number, and an email, the follow-up so the work lives on your system instead of your customer's memory, and a partnership starter to help you line up your first local partner and the one program you run together.
One thing to know. The reason most referral programs die is that the ask lives in the owner's head, so it happens when they remember and it stops when they get busy. This workbook moves it onto paper and into your onboarding, so it runs whether you are having a good week or not.
Of the clients you've delivered results for, how many have you asked for a referral?
One Thing This Week
Pick your tier and run the move this week.
Doer: Write your referral ask in one or two sentences and use it at your next close, and capture the name, mobile number, and email on a card or in a text before the conversation ends.
Manager: Build the referral card into your welcome packet so every new customer gets the same ask, and assign one person to follow up on the names within 48 hours.
Owner CEO: Pick one local business that serves your customer right before or right after you do, and design a single program that sends value both ways, the way our partners funded the Rockstar reward, then set the cadence so it runs on a calendar.
A referral keeps working long after the budget that bought your last customer runs out, because it rides on trust you already earned. Ask for it on purpose, line up one partner who shares your customer, and you grow on relationships instead of spend.
Next week, Part 7, the finale, Conversion and Retention, where we turn all this attention and borrowed trust into customers who buy and stay.
Issue 016 · June 23, 2026 · 6 min read · HMYLB Part 5
How To Market Your Local Business Part 5: The Local Digital Engine
From the Floor
My wife was shooting new looks every week for terrelldominick.com, so we took 45 of them, sorted them into categories like elevated athleisure, chic neutrals, pops of color, and denim on denim, and turned the whole thing into a free download we called Top 45 Looks for Stylish Moms.
We ran it cold on Meta to women who had never heard of us, and we built the audience by carving out everyone who already knew the brand, past visitors, our email list, anyone who had followed the page or watched a video, so the budget only ever chased strangers. The objective was leads instead of sales, which kept the clicks cheap, and the book pulled in 3,789 new emails and phone numbers. There was a discount code at the end of it, and that one code brought in enough orders to basically cover the ad spend, so we were growing the list for close to free. That campaign turned $4,634 in spend into $10,408 in sales, a little better than 2x, and a separate ad for our best-selling Balloon Top came back over 6x.
For a long time I thought a strong ad was the whole game. What actually moved the numbers was the order we put things in. We met strangers with something free, we followed the ones who hadn't bought with a reason to act, and we kept the people who had already bought close with new looks and no discount. Top of funnel, middle of funnel, bottom of funnel. That same ladder works whether you sell clothes online or fill a calendar in your town, and it is the entire job of your local digital engine.
The System
Paid ads work when you match the message to the temperature.
Part 2 made you familiar and Part 4 turned a warm room into customers, and paid ads speed all of it up by putting your offer in front of the right locals on purpose. Most of us start by running one ad to everyone, when the move is to build for three stages and let each one carry its own message.
Top of funnel is strangers, so grow the pie. These are locals who have never heard of you. Target them by location first, a pin on your shop with a radius that fits your market, 3 to 5 miles in a dense city like Jersey City and 5 to 10 across most of the country, or the zip codes you serve. Keep the rest of your targeting broad, lead with something free or low-risk like a guide or a first-visit offer, and let the creative sell the outcome they actually want. Set the objective to conversions almost every time. A lead is the cheaper conversion to chase and a purchase costs more, so at the top you start by getting leads, and if you have budget to test traffic or engagement you can, though conversions is the objective that earns its keep for a small business.
Middle of funnel is the people who looked, engaged, and didn't buy. They visited your site, watched a video, opened your form, or followed you, and then went quiet. Build an audience out of exactly those people and put a reason to act in front of them, a limited offer or the next piece of the teaching. This is the stage I see skipped most, and it is usually the easiest to win, because these people already know you and just need a reason to come back.
Bottom of funnel is your customers. Upload your customer list and put your offers back in front of the people who have already paid you. You can drop the discount here, because they already trust you, and this is where the message gets to grow up. Up top you lead with the practical reason to buy and a deal to get a stranger over the hump, and with your customers you can speak to the bigger why, the ease it gives them, the pride they feel, the way it changes how they move through their day, and the standing it earns them with the people they care about. Run these as retargeting ads on a short window, around 60 days, so your spend stays on customers while their last visit is still fresh.
The ad sends people two places, your offer and your profile. A good chunk of locals will tap your Instagram or Facebook before they ever click your offer, just to see if you are real, active, and serving people like them. If your last post is from eight months ago, the ad money leaks right there. When I ran JCF, our social was all community and results, the faces and the before-and-afters, because people will quit a gym long before they quit the friends they made inside it. Keep your profile alive with recent work and real results so the curious click lands somewhere that closes the sale instead of raising a doubt.
One honest note on Google. I run Meta for local because that is where I have spent the money and watched it return. Your Google reach comes free from the Google Business Profile you tightened up in Part 3, which puts you in front of people already searching for what you do, so let Meta carry the paid work and let that profile carry search.
What this looks like in your world.
Home Service: a plumber runs a cold ad to a lead magnet, 5 Signs Your Water Heater Is About to Fail, and the thank-you page hands the reader a self-booking calendar so the warmest ones book a visit on the spot.
Restaurant or Retail: a boutique targets women with birthdays this month inside its zip codes and invites them in for a styling visit and a small gift. The owner sets the capacity, so when someone claims the offer they leave a name, phone, and email, and a quick follow-up books their time and makes the birthday feel handled.
Personal Service: a fitness studio runs a free six-week challenge to cold locals and lets them self-book a start date, and anyone who registers and doesn't show gets a retargeting ad with a nudge, three spots left this week, which is usually all it takes. A salon plays the bottom of the funnel the same way, putting the new colorist who just joined back in front of past clients with a reason to book in the next seven days.
Professional Service: an attorney or advisor runs a plain-language info-session ad to lower the guard people bring to a first call, then retargets the attendees into a booked consult. Education is home turf here, so this is the easiest win of the four.
In My Stack
This week's resource is Turn Ads Into Customers. It takes the engine you just read and turns it into the build, the pixel and the few events that make retargeting possible at all, the three audiences that quietly do your targeting, the local radius and zip setup, the ad for each stage with the budget to start it, and a screenshot for every click inside Ads Manager, with the honest reminder that Meta moves buttons around more than any of us would like.
One thing to know. The easiest way to burn your ad budget is letting repeat customers who already know, like, and trust you cash in on a new-customer-only discount, just because you didn't target correctly. This playbook brings in new customers without throwing money at the ones you already have.
Of everyone who looked at your business this month and didn't buy, how many could you put an ad back in front of tomorrow?
One Thing This Week
Pick your tier and run the move this week.
Doer: Install the Meta pixel on your site and turn on one location-targeted ad to a single free offer. Start at $5 to $10 a day and leave it alone for a few days before you touch it.
Manager: Build your three audiences, website visitors, your customer list, and the people who engage with you, so your retargeting has something to fire on this week.
Owner CEO: Map the full ladder for your market, decide the one offer at each stage, and set the budget rule for your team, start small, check whether you're getting the outcome, and raise it no more than 20% every 3 to 4 days.
The ad gets attention, the ladder turns that attention into customers, and your profile is the proof that makes you legit to local prospects. Build it in that order and the money stops leaking out the sides.
Next week, Part 6, Networking, Partnerships and Referrals, the relational channels that grow on borrowed trust instead of ad spend.
Issue 015 · June 16, 2026 · 5 min read · HMYLB Part 4
How To Market Your Local Business Part 4: Workshops & Masterclasses
From the Floor
When I ran JCF in Jersey City, the best workshop we ever built was our $29 Challenge Info Session. We ran Meta ads, email, and SMS to drive registrations, and the $29 was the filter, fully refundable, 100% money back, handed back at the end if you didn't join and applied to the challenge if you did. Anyone who paid to sit in that room was already telling us they were serious.
We ran four sessions a week so any schedule could fit one, and we sold from the stage with a before-and-after from a past challenge on every slide, so the result we promised stayed on screen the whole time.
Then we taught. We walked the room through what JCF was and everything the challenge included, the grocery store tours, the workouts, the nutrition at a high level, the results to expect, the coach and the private Facebook group that kept people accountable, the body assessments and the dates that mattered, and the cost, so nobody left with a question about the investment. Past members who had done it were in the room, ready to talk.
Right before the close we played a member spotlight, a three to five minute video of a past member telling their own story of losing a serious amount of weight, in their own words. The room would go quiet. Then we answered every question, and only then did we make the offer.
We were honest about who it wasn't for, which made the right people lean in. The seats were limited, the table rush was real, and we closed 97 to 98 percent of the room that night. The classroom was the highest-converting hour we ever ran.
The System
A workshop is your highest-converting play: teach the result, earn the sale.
Part 2 made you familiar and Part 3 made you findable. This week is where that attention turns into money. You gather warm people, teach them something useful, and the offer at the end lands as the obvious next step, because you've already shown them you know your craft.
Free events fill the funnel, paid events convert it. A free masterclass like our "Why Carbs Are Making You Fat" pulled in cold and warm locals, gave real value, and captured contacts to follow up with. The paid info session did the converting. Run the free one to grow the list, the paid one to close.
Charge a small fee to filter for serious buyers. Our info sessions cost $29, fully refundable, applied to the challenge if you joined. The fee was a filter, not a revenue line, and anyone who paid to sit down had already raised their hand, so the room converted far better.
Sell from the stage with proof on every slide. Every slide carried a before-and-after from a past challenge, and we put real members in the room to share what it was like. When a warm prospect watches someone who looks like them describe the exact result they want, your offer stops feeling like a risk.
Name who it's for and who it's not for. We told the room plainly who the challenge wasn't a fit for, and that made the right people lean in. A little marketing psychology with direct-response clarity beats any clever line.
Use urgency and scarcity, honestly. Seats were limited, and running several sessions across the week meant any schedule could fit. The table rush came from people who didn't want to lose a spot they'd already paid to hold.
Capture every contact and follow up. Even free events fed the list. At our JCF Happy Hour, a takeover of the Jack Rabbit running store in Hoboken, we opened a handful of spots to referrals and our email and SMS lists, captured everyone on a sign-up form, and followed up after.
What this looks like depends on what you do. The topic and offer change by business type, the teach-then-ask structure remains.
Home Service Business: a free "spot plumbing problems before they flood your house" workshop that captures leads, or a paid "planning your remodel" masterclass that turns attendees into design consults.
Restaurant or Retail: a paid cooking class or tasting masterclass that sells a supper club, or a boutique running a how-to styling workshop with a bundle-and-outfit offer.
Personal Service Business: the fitness challenge info session, a salon color masterclass, or a PT studio running an "eliminate back pain" workshop that offers a consult or a custom patient plan.
Professional Service Business: a homebuyer seminar for an agent, a retirement-planning masterclass for an advisor, or a tax-strategy workshop for an accountant, each converting into a paid engagement. Educational by nature, so it's home turf for professionals.
Where it goes wrong: teaching with no ask, or pitching with no teaching. All value and no offer gets you thank-yous and no sales. A hard pitch with no teaching shuts the room down before the offer. The teaching earns the right to ask.
The build order. Pick one format, free to fill your list or paid to convert, set a date, choose how you'll fill the room with ads, email, SMS, and referrals, build your proof into the slides, and decide the one offer you'll make. One session you run beats a perfect one you keep planning.
In My Stack
This week's lead magnet is Playbook 04 — The Sell-From-Stage Workshop.
It's built around the arc that made our info sessions work, fill the room, teach with proof, make one clear offer. Inside: when to run a free workshop versus a paid info session, the refundable-fee filter, a slide structure with proof built in, the who-it's-for and who-it's-not-for framing, and the capture and follow-up steps so no attendee leaves a stranger.
What outcome do your prospects desire that you could teach them how to reach?
One Thing This Week
Pick your tier and run the move this week.
Doer: Pick one topic you could teach in an hour and put a date on the calendar, free to grow your list or paid to convert, and decide the single offer you'll make at the end.
Manager: Build the proof. Pull your best before-and-afters and results into a simple deck a team member can run.
Owner CEO: Design the filter and the follow-up. Decide whether a small refundable fee fits your model, and build the system that turns every attendee into a tracked contact with a scheduled follow-up.
Part 2 and Part 3 fill the top of your funnel, and a workshop is where that warm attention turns into paying customers. Teach something worth their time, put your proof on every slide, and make one clear offer before they leave the room.
Next week, Part 5, the Local Digital Engine. The paid amplifier that puts your offers and your events in front of the right locals on Meta and Google.
Issue 014 · June 9, 2026 · 7 min read · HMYLB Part 3
How To Market Your Local Business Part 3: Profiles & Listings
From the Floor
Early on, before JCF had a dollar for ads, I got lucky. One of my Members was married to a guy named David LeLong, and David built websites and ran SEO for a living. He built mine and got JCF dialed in fast. We started landing on the first page of Google for "fitness boot camp," for "boot camp," and during one stretch even for "gym Jersey City." I ran the search again this year, in 2026, and outside the sponsored results our Google listing and our Facebook page are still sitting on that first page. Choices we made in the early days are still holding up more than a decade later.
I can't pin down the exact moment reviews became the thing, but my wife and I caught on early that they mattered, and we built them into how we ran the offer. Facebook, Google, and Yelp reviews all got our attention, and later Groupon and ClassPass turned into review surfaces too, and we kept strong ratings in every one of them.
What I remember clearly is the line people kept saying. They'd come in for a trial or sign up for our front-end offer and tell us, flat out, "I read your reviews online," or "you all have such good reviews." That came up more times than I can count, and it was usually the nudge that moved someone from curious to standing in front of me. We had no ad budget, so the marketing was message boards, our Google profile, every other profile we could set up, Yelp, and the Facebook page. The listings and the reviews were doing the selling for us.
There's a lesson in that I didn't fully see at the time. When you have no money to buy attention, the work you can do for free, claiming your profiles and earning real reviews, is the work that compounds. I don't run JCF anymore, and that listing still lands on the first page of Google more than a decade after we set it up. Back then, the reviews were the thing bringing people through the door, the line I heard over and over before someone signed up.
The System
Awareness makes a stranger curious, and your profile is where that curiosity either turns into a customer or quietly leaks away.
Part 2 was about becoming familiar before someone needs you. This week is the next beat, the moment a warm prospect goes looking. They saw your shirt, your sign, or your booth, they want what you sell, and they search your name or your service plus your town. What they find in the next ten seconds decides whether they call you or call someone else.
Findable beats clever. When warm turns into searching, the whole game is whether you show up and whether the information is right. A prospect who can't find your hours, hits a wrong address, or sees a half-built profile moves to the next result, and the awareness work from Part 2 leaks out through that broken listing.
Completeness and consistency win. Your name, address, and phone have to match everywhere they appear, across Google, Apple Maps, your website, Yelp, and your industry directories. When the details conflict, search engines and customers both trust you less, and you slide down the results. Filling a profile out all the way, with real hours, photos, services, and a clear way to call or book, does more for most owners than another round of ads.
Findability has two layers now. The listing layer tells a stranger you are real, where you are, and that you are legit, led by Google Business Profile with Apple Maps, your main review site, Bing, and your industry directories behind it. The social-search layer is where people open Instagram or TikTok to see whether you are current before they commit, and for a lot of buyers it's Google first and your Instagram second, where a polished profile next to a dead Instagram reads as a warning. How much each layer carries depends on what you do, so plant your flag here first.
Home Service Business: the listing layer does almost all the work. Google Business Profile is the anchor, plus trade platforms like Angi, Thumbtack, and Nextdoor, and a service-area setting so you show up for the towns you cover. Social is light, a few job photos that prove the work.
Restaurant or Retail: Google and Apple Maps for the pin and hours, plus Yelp and your delivery or reservation platforms. Instagram pulls real weight, because people check your grid for current dishes, the room, and whether the place looks alive.
Personal Service Business: here the social layer can rival Google. A gym, a barber, a stylist, or a tattoo artist gets judged by eye, so Instagram and TikTok sit right next to your Google profile and your booking tool, showing the space and real people in it.
Professional Service Business: Google plus the credential directories that signal trust, like Avvo, Healthgrades, Zillow, and your association listings. The directory doubles as a credibility check, and LinkedIn does the social-proof job Instagram does for the visual trades.
Reviews are the tiebreaker. Once a prospect finds two or three options that all look capable, reviews decide it, and the count, the recency, and your replies all matter. A steady stream of recent reviews tells a stranger that real people keep choosing you, and a thoughtful reply to a hard one shows how you handle a problem, which is often what they're really worried about. Asking every happy customer right when they're happiest is the highest-leverage small habit in this issue.
The trap is set-and-forget. Most owners claim a Google profile once, fill in half of it, and never look again. The hours go stale, the photos age, the number changes, and a competitor with a fresher listing quietly takes the calls. Profiles are a living layer that needs tending.
The build order. Claim and complete your Google Business Profile first, since that's where the search moment happens for most local businesses. Match your name, address, and phone everywhere. Add real photos and a clear booking or call step. Start a simple habit for collecting reviews. Then add the one or two industry directories that matter, and tend the social profiles people use to validate you, heavier if you're a visual trade. One platform done all the way beats five done halfway.
In My Stack
This week's lead magnet is Playbook 03 — Profiles & Listings.
It's built around one thing, the Complete Listing Standard, my definition of what a fully built, trustworthy presence looks like. Inside you get the field-by-field checklist for filling a profile all the way out, a simple photo principle, a review habit you can actually keep, and a one-source-of-truth box where you write your name, address, phone, hours, and categories once and copy that exact text to every platform so the details never drift.
Then it maps the platforms for you, the tiered must-haves and a chart of the extra listings worth claiming by business type, with the Instagram and TikTok layer called out for the trades people validate by eye. It closes with a scored self-audit so you can grade yourself against the Standard and see exactly where your biggest gap is.
If a warm prospect searched your name or your service today, would what they find make them call you, or make them keep scrolling?
One Thing This Week
Pick your tier and run the exercise this week.
Doer: Search your own business the way a stranger would, your name and your service plus your town. Fix the first wrong or missing thing you see, whether that's hours, the address pin, or a missing photo.
Manager: Assign one person to own reviews. Set a simple habit for asking every happy customer this week and for replying to every review within a day.
Owner CEO: Audit your name, address, and phone across every platform you appear on, and lock down one source of truth so the details never drift again.
The awareness engine from Part 2 brings people to the door. Your profiles and listings decide whether they walk through it or turn around. Claim it, complete it, and keep it alive.
Next week, Part 4, Events for Awareness. The face-to-face channel that turns cold locals warm faster than anything online.
Issue 013 · June 2, 2026 · 8 min read · HMYLB Part 2
How To Market Your Local Business Part 2: The Awareness Engine
From the Floor
I didn't understand frameworks back then, and I didn't realize what I was building.
We were working out on the waterfront at Exchange Place, and we created JCF gear that we liked and wanted to wear daily. We designed flyers and placed them in local businesses, and we signed an agreement with JCDecaux for billboards in the Jersey City PATH train stations. We placed ads in local magazines like JC Independent and NEW Magazine. We had a booth at every local event we could get into, we posted yard signs from time to time, we gave out free merch at events, and our Members earned JCF gear by hitting milestones.
The JCF merch flooded downtown JC, and you'd see JCF gear somewhere in your day, on a coffee run, on the PATH, in the grocery store. Members and team walking around in branded gear became our billboards.
Working out outdoors in high-foot-traffic locations meant new prospects could see the army of JCFers in motion. They saw the camaraderie, the professional coaching, the intensity, and people leaving with smiles and chatting with each other. They saw people who looked like them performing exercises they used to do or felt they should be doing.
It inevitably led to one question.
What is this?
We sponsored local community events too. Most times a Member or Team Member had an organization they wanted to support, and we sponsored it.
None of it felt like a huge deal on its own. Looking back, each of these pieces (minus a vehicle wrap, which we never had) stacked into the awareness engine of JCF, my local fitness business. We layered local Facebook ads on later, and the combination made JCF hard to ignore.
Local marketing isn't only about getting someone to buy today. It's about becoming familiar before they need you, so when it's time, you become the only logical choice. The static awareness engine turns cold locals into warm locals and keeps your lead funnel full.
The System
Static awareness makes strangers feel familiar with your business before they ever click, call, or walk in.
Most local business owners wait until someone is ready to buy before they try to be remembered. The best local owners become familiar first, and the static awareness engine is how they do it. The work feels small in the moment but stacked over time, it's the difference between being a name people consider and being the name they already trust.
The Local Funnel. Every local audience moves through three stages, and your job is to make the move easier at every step.
Cold: Someone sees your sign, your shirt, your sponsorship, or your booth for the first time, and your name is new to them.
Warm: They've seen you a few times, the name is starting to stick, and they could pull it out of memory if a friend asked who to call.
Hot: They need the service, your name comes up first, and they call, visit, book, or buy.
Static channels help turn cold locals into warm ones. They are the steady layer of marketing that builds recognition over time, so every ad, post, email, or offer works better.
Two layers, one engine. Local marketing has two layers.
Static is the steady presence people see again and again. Signage, shirts, merch, packaging, sponsorships, community visibility, and print in the right local places. It builds recognition over time without needing a new campaign every week.
Dynamic is the active push. Meta ads, Google ads, social posts, email, retargeting, and PR. It helps move people from interested to ready.
Strong local businesses use both. Static makes people familiar with you. Dynamic gives them a reason to act. When you skip static, your ads have to introduce you and sell you at the same time. When static is working, your ads are landing in front of people who already feel like they know you.
Issue 017 goes deeper on dynamic marketing. This issue is about the static foundation.
A note on examples. Going forward in this series, every example groups into four categories so you can spot yours quickly: a) Home Service Business, b) Restaurant or Retail, c) Personal Service Business, and d) Professional Service Business.
The six static channels.
1. Signage. Storefront signs, branded merch, yard signs, A-frame signs, window decals, stickers, and vehicle wraps or magnets. Funnel job: cold people notice you, and warm people see proof you work nearby.
Home Service Business: a truck wrap that turns every job-site arrival into a moving billboard, plus a yard sign at every completed job.
Restaurant or Retail: a clean storefront sign that reads from the sidewalk, plus an A-frame on the corner Tuesday through Sunday.
Personal Service Business: a window decal at the studio, plus car magnets and a gym-bag patch at the local rec center if you're mobile.
Professional Service Business: office suite signage, branded leather portfolios, magnetic vehicle logo.
2. Branded uniforms, shirts, and merch for owner, team, and customers. Polos, jackets, hats, and gear that the team wears on the job and that customers wear after the fact. Funnel job: warm people feel you're professional, and your customers and team become walking signage that puts cold people in front of your name.
Home Service Business: an HVAC team in matching branded polos that read as professional on the first home visit.
Restaurant or Retail: a branded ball cap that regulars wear around town and a staff uniform that's photo-ready.
Personal Service Business: branded shirts on stylists or trainers, plus client gear earned through milestones the way JCF Members did.
Professional Service Business: less uniform-driven, with a branded blazer pin and tote and a branded executive portfolio.
3. Packaging, bags, and take-home materials. Branded bags, boxes, stickers on packaging, business cards in the bag, take-home guides, branded napkins, anything the customer carries out the door with your name on it. Funnel job: customers remember and share you, and the bag travels in front of cold eyes long after the transaction.
Home Service Business: a branded folder left at the end of every job with the warranty, the next-service reminder, and a referral card.
Restaurant or Retail: a branded takeout bag that rides the bus across town at lunchtime.
Personal Service Business: a branded gift bag at the first visit with the booking link and a friend-referral card inside.
Professional Service Business: welcome packets and onboarding binders, and a leave-behind packet with engagement materials.
4. Local sponsorships. Little league teams, school yearbook ads, charity 5Ks, civic events, community theater programs, and school fundraisers. Funnel job: warm people connect you with the community, and your name shows up next to causes the audience already cares about.
Home Service Business: sponsoring a youth baseball team with your logo on the jersey.
Restaurant or Retail: sponsoring the local high school's fall play program with a quarter-page in the playbill.
Personal Service Business: sponsoring a community 5K with a finish-line table and free water.
Professional Service Business: bar association dinners, chamber of commerce, small business expos, nonprofit galas. The sponsorship is twofold, visibility and credibility.
5. Community visibility. Booths at farmer's markets, parades, festivals, neighborhood association meetings, civic boards, school career days, and ribbon cuttings. Outdoor presence in high-foot-traffic spots when it fits your business, the way the JCF waterfront workouts did. Funnel job: cold people meet you face-to-face, which is the fastest cold-to-warm channel there is.
Home Service Business: a landscaper at the spring home-and-garden expo with sample plant boards and quote slips.
Restaurant or Retail: a cafe pouring coffee at the Saturday farmer's market with a takeout flyer at the table.
Personal Service Business: a fitness coach running a 20-minute mobility class at the community center, or a salon doing braid bars at a community festival.
Professional Service Business: chamber boards, free monthly workshops, civic boards, speaking at industry events.
6. Print presence in the right local publications. Print ads, sponsored features, regular columns, billboards, neighborhood mailers, community magazines, church bulletins, and school newsletters. Funnel job: cold people notice you, and the repetition over months turns notice into recognition.
Home Service Business: a monthly quarter-page in the regional homeowner magazine.
Restaurant or Retail: a billboard on the route home from the office park, plus a quarterly feature in the neighborhood lifestyle publication.
Personal Service Business: a quarterly column in the community wellness magazine, plus an ad in the school yearbook every spring.
Professional Service Business: billboards, and authored columns in the local business journal.
The trap. Most owners focus on the marketing they can measure: clicks, views, leads, and sales. So they spend on ads and content, but ignore the things people see in real life every day. The problem is that every campaign has to work harder when nobody knows you yet. Your ad has to introduce you, build trust, and get someone to act all at once. Static marketing makes that job easier. It helps people recognize your name before the ads ever run.
The build order. Start with the highest-frequency, lowest-cost static channel for your business and audience. For a brick-and-mortar, that's maybe signage and packaging. For a home service business with vehicles, it's the wrap and the yard signs. For a community-rooted personal service business, it's local sponsorships and community visibility. Pick one, build it right, and add the next.
In My Stack
This week's lead magnet is Playbook 02 — The Local Awareness Channel Audit. Twelve pages, scored.
The audit walks through all six static channels and grades each one with four questions:
Can people see your name?
Can they remember your name?
Do they know what you do?
Is there a clear next step to call, visit, or book?
Each channel scores out of 20, the scorecard adds up to a total out of 120, and the playbook closes with build-order guidance based on where your gap is widest. It's the audit I wish I'd had in year three of JCF instead of year ten.
If someone in your city or town needed what you sell tomorrow, would your business or name already feel familiar?
One Thing This Week
Pick your tier and run the exercise this week.
Doer: Find one place new people should see your name and fix it. Maybe it's a faded sign, an unbranded truck, a finished job that should have a yard sign, or busy intersections to put H-stake signs.
Manager: Pick one trust-builder and assign it. Reviews, photos, uniforms, or packaging. Choose one and get it done.
Owner CEO: Build a 90-day plan that moves locals from notice, to trust, to action. Start with static channels, then layer dynamic marketing on top.
The static awareness engine is the work most owners ignore because it does not show up neatly on a dashboard. But it is also the work that quietly fills your funnel while you focus on everything else. Build it, layer it, and let it compound.
Next week, Part 3, Profiles & Listings. The layer that makes you findable when warm turns into searching.
Issue 012 · May 26, 2026 · 7 min read · HMYLB Part 1
How To Market Your Local Business Part 1: The Offer Architecture
From the Floor
Front-end offers as a model first showed up in my world through Bedros Keuilian. I joined his mastermind in the JCF years, and the concept hit a different gear when I went through Alex Hormozi's Gym Launch program, where FEOs sat at the center of how the whole business ran. I ran two types of FEO at JCF for a long stretch. The 21-day and 28-day programs were the price-friction kind, designed to give first-timers a low-cost test drive of the program. The Weight-Loss Challenges were the value-stacked kind, 6 to 8 weeks at $280 to $500, built to deliver a real body transformation that justified the price. Both converted into the annual membership at multiples of what cold outreach to the membership ever did. By the time I left the fitness industry, the architecture was second nature.
That's why what happened at Smart Marketer Live in Denver landed the way it did.
I was a few years into running an e-commerce fashion brand with my wife, still working with a smaller roster of hybrid JCF clients through my training app on the side. Our paid ads were running at a 3 to 4:1 ROAS, which by every standard is healthy. I sat down for lunch on day two of the conference with Taylor, a paid ads strategist I'd met that morning, and I was walking him through what we were doing. He listened, then he asked me one question.
"Are you running your top-of-funnel ads to your full catalog, or just to one hero product?"
Top of funnel is the term for ads aimed at people who don't know your brand yet. Cold audiences. The ads that have to do the introducing.
We were doing what most e-commerce brands do, which was running New Arrivals ads to top of funnel and letting the catalog do the work. He was telling me to flip it. Pick the one product you trust the most, the one with the cleanest creative and the strongest organic engagement and the most consistent reviews, and run only that to your cold audiences. Use the rest of the catalog for retargeting and email.
That's when the full circle hit me. The hero product was acting as the FEO, with the rest of the catalog playing the role of the core. I'd been running this exact strategy in fitness for over a decade, and now I was watching the same model show up in e-commerce.
I sat on the conversation for a few months because we didn't have a finished hero product yet. The next big drop was still in production. When it landed in the warehouse, we created social media content and posted asap. Over the following few days, we built paid ads around the creatives that were already winning organically on social, pointed them all at the new hero, and pressed go.
The next two months were the highest-grossing months that business has ever had. We sold out of the product nine times. A couple thousand units moved. We ran that exact playbook for nearly a year with one piece, the Denim Balloon Top, and the success drew copycats. My wife's content started showing up on competitor sites without permission. That's a different problem for a different issue.
What the front-end-to-core architecture does for a local business is the same thing the hero-product-to-catalog architecture did for our e-commerce brand. It puts an offer matched to where the customer actually is, and the math takes over from there.
The System
Local businesses need two offers, not one.
Most owners I work with sell a single offer. The core thing they do. The long engagement, the annual contract, the full project, the ongoing patient care, the membership. It's the offer that pays the rent and grows the business.
The problem is they market that offer to people who have never heard of them before. Strangers don't buy a $2,500 annual membership from a gym they're just hearing about through a Google search, they don't sign an annual HVAC maintenance contract from a flyer in their mailbox, and they don't commit to a 12-month patient plan from a dentist they haven't met. They might think about it. They don't buy.
That's where the front-end offer comes in.
A front-end offer is a low-friction, time-bounded first step designed for one job, which is turning a stranger into a customer. It's not the big offer or the money offer. It's the offer that earns you the right to make the money offer later, after the person has actually experienced what you do.
Here's what a good front-end offer looks like.
It promises a specific outcome inside a short time window. A $99 HVAC tune-up that ends with a written system report. A $59 chef's tasting menu for two on a quiet Tuesday. A free in-home design consult that ends with a stage-by-stage plan and a ballpark number. A $49 new-patient assessment that ends with a clear care recommendation. The customer walks out with something concrete, fast.
The price clears the friction. That doesn't mean cheap. There are two paths to a price that clears friction, and both work depending on the audience.
The first is a low absolute number. A $29 chef's tasting menu, a $99 HVAC tune-up, a $49 chiropractic assessment. Small dollar, small decision, the buyer can say yes without checking with anyone.
The second is a higher price paired with so much packed value that the cost-to-value ratio is obvious from the first sentence of the offer. The Weight-Loss Challenges I ran at JCF were the value-stacked kind, 6 to 8 weeks at $280 to $500. Every challenge included a nutrition program, group accountability, pre and post-program fitness evaluations, and the workouts JCF was known for. The price felt small relative to what someone was actually getting, and they converted at multiples of what a smaller-dollar entry point would have done.
Both paths work. The trap is pricing in the middle, a number too high to feel like a small decision and too low to signal premium value. That middle is where most FEOs go to die.
The cheap-and-fast path fits a high-volume, broad-reach audience, and the high-value-at-premium-price path fits a niche, high-intent audience that already understands what this kind of work normally costs. Pick the path that fits where your customer actually lives.
The other layer most owners miss is the upsell at the moment of transaction. Even when the FEO itself isn't profitable on the way in, the transaction is still a chance to build margin. A restaurant runs a $29 Couples Tasting and upsells a $35 wine-and-dessert package when the guests are seated. An HVAC company runs a $99 tune-up and has a written "while we're here" list of small fixes priced for same-day approval. A chiropractor runs a $49 assessment and offers a 3-pack of adjustments at the end of the appointment. The FEO clears the friction at the door, and the upsell at the moment of transaction is often where the margin lives.
It has a real deadline. "Book by Friday for our spring slot." "Limited to 20 new patients this month." "Available through May 30." The deadline is what turns "I should look into that someday" into "I need to call them this week." Most front-end offers fail because the door stays open forever and there's no reason to walk through it now.
It's a slice of the core, not a different thing. This is the part most owners get wrong. They build a front-end offer that doesn't naturally lead into anything else. A coupon for a free dessert at a restaurant doesn't lead anywhere except to a discount habit. A free coffee mug for HVAC customers doesn't lead anywhere except to a closet full of mugs. The front-end has to be a real preview of the core service so the natural next step is the core engagement itself.
Here's the math that usually convinces local owners to actually build one.
Run 100 cold leads at your core offer. Two convert if you're lucky, and even those two took multiple touches and a long sales cycle to get there. Run those same 100 cold leads at a well-designed front-end offer and 15 to 25 will convert. Of those 15 to 25 customers, somewhere between 40 and 60 percent move into the core offer over the following 90 days. Same lead pool, six to ten times the revenue, faster.
The mistake most owners make is trying to make money on the front-end itself. The front-end isn't supposed to be profitable. It's the cost of acquiring a customer who will be profitable over the next twelve months. Once you internalize that, the price stops being a problem and starts being a tool.
Here's how the same architecture shows up across different local businesses.
Restaurant. Front-end: a $59 chef's tasting menu for two, or a $45 wine pairing class on a slow Tuesday. Core: regular dinner traffic, private events, catering contracts, and birthday-club memberships.
HVAC. Front-end: a $99 seasonal system tune-up with a written report. Core: the $400 annual maintenance contract, plus the replacement systems that come with the relationship over time.
Home builder / custom cabinet shop. Front-end: a free in-home design consult with a written scope and a ballpark number. Core: the full build or installation.
Dentist. Front-end: a $99 new-patient exam plus cleaning plus whitening. Core: the ongoing patient relationship.
Real estate agent. Front-end: a free market analysis or buyer consultation with a written 90-day plan. Core: the listing or buyer engagement.
Chiropractor. Front-end: a $49 assessment plus first adjustment. Core: the multi-month treatment plan.
Same architecture, different package on the front. Every one of these owners can build a front-end version of their business in the next 30 days, and once it's running, the same marketing dollars convert at multiples of what they were.
Build the front-end first. Then we'll talk about how to drive traffic to it.
In My Stack
The Front-End Offer Designer I built for this issue. It's the fillable template I use with my coaching clients to walk through the seven decisions you need to make to design a front-end offer that converts strangers and feeds into your core offer.
The seven decisions, in order:
Who — the exact audience the offer is built for (this is where the audit work from last week's issue pays off)
Outcome — the specific result the customer walks away with
Time window — how fast they get it
Price — the friction-clearing number
Deliverable — the slice of your core service that fits inside the front-end
Deadline — the response date that creates urgency
Bridge — the natural step that moves them into the core offer
Each decision has a fillable space, a worked example for six different verticals so you can see how it sounds when it's filled in, and a short note on the trap most owners walk into when they try to answer it on their own.
What could someone buy from your once that makes their next purchase feel obvious?
One Thing This Week
Pick your tier and run the exercise this week.
Doer: Sketch a front-end offer for your business on one page. Pick the audience, the outcome, the price, and the deadline. Don't perfect it, just get the draft on paper before Friday so next week's issue lands on a real example you've already started.
Manager: Pull your last 20 new customers and look at how they came in. Was there an entry-level offer that brought them through the door? If so, that's already your front-end and we're sharpening it next. If not, sketch what one would look like based on what those 20 customers had in common.
Owner CEO: Audit your existing offers across locations. Identify which one functions as a front-end and which functions as a core. If you only have one or the other, design the missing half this week and assign someone on your team to run point on the launch by end of next week.
The deeper your draft this week, the more value you pull from the next six issues.
I spent a big chunk of Monday doing warm outreach on Facebook to grow the From The Floor Up subscriber list, and I picked it back up first thing this morning. Personal messages, one at a time, to people I'm connected with who I thought would actually use what I write about. Just a real note from me, a quick "this is what I'm publishing every Tuesday, here's the link, would love to have you on the list or get a share."
What I didn't expect was how much the replies were going to teach me.
As the confirmations started rolling back in, some from people who'd just joined and some from people letting me know they were already on the list, I started paying attention to who was actually opting in. There was a home builder I went to high school with. A guy running a diesel emissions testing shop. Restaurant owners. A real estate agent. A law firm partner. A physical therapist in a different state. A couple of fitness coaches. A handful of personal services owners I'd never have predicted would say yes.
When I sat down to write this morning, I wasn't sure what the commonality between them was. I spent more time than I usually do staring at the list, trying to find the connector between a home builder and an agent, between a restaurant operator and a law firm. That's also the reason this issue is hitting your inbox later in the day than I'd normally send it.
The thread became clear.
They all run local businesses, and most of them have been at it somewhere in the 3 to 10 plus year range. The idea took longer than I expected to land, and the issue took longer than my usual Tuesday turnaround to write. I wanted to make sure what came out of it was actually valuable for this mix of subscribers I'm just now starting to see clearly.
That's when I realized the next thing I had to make.
A series, thinking six parts (but that may shrink or grow), on how to market a local business. Tactical, vertical-agnostic, written so a Doer in year two or three can take action on it and an Owner CEO running multiple locations can sharpen their existing system from it.
It starts next Tuesday.
Before any of the marketing tactics will make sense though, I want to ground us in the move that has to come first. Because for most owners, the real marketing problem isn't where they keep looking.
The System
Marketing starts when you can describe your customer.
The trap most local owners walk into is spending money on the channel before defining the audience. A flyer drop in the wrong neighborhood, a billboard on a highway that aims at everyone and reaches no one, a workshop announced to a room of strangers who didn't ask for it. The channel isn't usually the problem in any of those cases. The audience is.
Defining who you're marketing to is the work that has to come first, and most local marketing money gets wasted because that work hasn't been done yet.
Here's the move I'd want every local business owner to make once a quarter.
Open your customer list, your client list, your booking history, whatever you've got that tells you who's already chosen you, and read the names. Not the numbers. The names. What was each of them trying to solve when they came to you. How did they find you. What kept them coming back, or what made them leave. The pattern that surfaces from that exercise is your audience, and your audience is the input every other marketing decision should run through.
The pattern you're looking for isn't a category. It's a person.
Pick one customer from the last twelve months who you'd love to have ten more of. Write down everything you actually know about them. Their age range, the neighborhood or area they live in, the stage of life they're in, the moment they reached out to you and what was going on in their world that day. The other places they probably looked before they found you, what they were nervous about before booking, and what they say about you now to friends and family. If you don't know this, be intentional with getting to know this customer by asking when they visit your establishment or by simply asking via email or phone.
If you can do that for one real customer with real specifics, you can probably do it for the ten or twenty customers behind them who came in for similar reasons. That cluster is your audience, and a real person you can describe in vivid detail gives you more to work with than any generic demographic profile.
Most local businesses serve at least two clusters. You might serve the busy professional and also the recent retiree, or the first-time homeowner and the third-time renovator, or the local family on a weeknight and the out-of-towner on a weekend. Knowing which cluster a given marketing message is for is half of what makes the message actually land with anyone.
The other piece worth naming is the maturity of the owner reading this, because that changes how you put any of this into practice. There are Doers running the work themselves with no real team, doing everything from delivery to invoicing in the same week. There are Managers running a small team of one to five people, still inside the marketing decisions every day. And there are Owner CEOs out of operations with marketing running through a team or an agency, often with multiple locations to think about. The series I'm about to run treats all three.
Get clear on who you're for. Then we'll talk about how to reach them.
In My Stack
The three-question customer interview I run on clients who've hired me. Takes about 10 minutes and surfaces more about who you actually serve than any survey, CRM report, or analytics tool will.
The questions, in order:
How did you find me?
What almost made you not book?*
What's one thing you wish I knew about you that I don't?
The first tells you where to spend your marketing time, because it surfaces the channels that are already working without you noticing. The second pulls up the objections that are quietly costing you sales you'll never see in any report. The third gives you the language your next marketing message should sound like, in the customer's own words.
Run it on one customer/client this week. Take notes verbatim or record via voice memos app. Their answers become the input for your next marketing message.
The next six issues of From The Floor Up are a connected series, How to Market Your Local Business. Starts next Tuesday. Six parts, one a week, each with a free downloadable resource you can plug into your business. All six bundled into a single playbook at the end of the series for anyone who wants the whole thing in one place.
*For retail, this wording was part of our e-com brand post-purchase survey: What almost stopped you from completing your purchase?
Could you describe your ideal customer in enough vivid detail that someone who's never met them could spot them walking into your business tomorrow?
One Thing This Week
Pick the tier you're operating at right now and run the three-question interview on real customers this week.
Doer: Call one of your three favorite customers from the last six months. Ask the three questions. Record their answers. One call, 15 minutes, this week. One sentence from that call should reshape how you describe your business by Friday.
Manager: Run the interview on five of your top customers, and split the calls with someone on your team if it helps you cover more ground. Bring the verbatim answers to your next team meeting and find the patterns in the language. One marketing decision next week should come directly from a sentence one of those customers said.
Owner CEO: Block 30 minutes this week with whoever owns marketing for you. Pull the top 25 customers across locations. Run the interview on five of them yourself, have your team run it on the other twenty. Identify the two or three clearest clusters that emerge from the answers, and write a one-paragraph profile of each cluster in vivid detail. That paragraph becomes the brief for your next campaign.
The deeper your audit, the sharper everything that comes after it gets.
If you're recording the conversation, get permission beforehand.
A few weeks back I ran a coaching session with Mandi, one of my staging clients, on the floor of a vacant home she was staging in Central Park, Denver. It was the most unorthodox session I've ever held. She was directing the movers and her team, calling out furniture placement, and placing furniture. I was there to coach, jumping in to grab a piece of decor or carry something upstairs when it was the natural thing to do, but mostly trying to hold the thread of our conversation while the install unfolded around us. The session moved in fragments, with stretches of real talk between her and me, and then a pause while she stepped away to handle the next thing.
About 50 minutes in, while she was removing accessories from the containers and her team was assembling furniture, Mandi said something almost in passing. "I wish I could do that every day." She wasn't talking about the staging in front of her, she was talking about the week before. The week before, she didn't have to drive to the warehouse to load her truck. Her team handled it. She didn't have to be on site for the full install either, she showed up with about an hour left, did the styling touches she's best at, gave a few notes, and that was her contribution. Six weeks earlier, none of that would have happened. She would have been the warehouse picker and loader, the truck driver, the install lead, the stylist, and the closer all in the same body.
That sentence was the breakthrough of the whole engagement up to that point, and it was subtle, almost throwaway. In the middle of that chaos there's no version of the old me, with a notebook and a pen, that catches it. The voice memo running on my phone caught it. I uploaded the recording after I got back to my car, ran my Post-Session Capture workflow inside Cowork, and that exact line came back to me as a quote, attributed and ready to use. It went into the recap email I sent her the following morning and it sits in her profile in my Business Operating System in Notion as one of the most important shifts she's made.
The session itself was a proud coach moment for me. The capture was a proud system moment.
The System
Systems are never closed in a business, they're only iterated on, and AI collapsed the time of building them.
One thing I took away from running JCF, especially in the post-2013 years when I started building the systems with intention, is that the loop on documentation never really closes. We built the JCF Playbook as a living site, hosted on Google Sites, and on a good month we updated it once. In a tough season we were updating it every week. There was no moment, in fourteen years, where I thought the work of documenting how we operated was finished. Building the Playbook was an all-hands effort and a constant weight, and the reason it took years and not months was that the cost of capturing what we did, accurately and in the moment, was high.
That cost is what has changed for me with AI in the loop. The barrier to building and documenting a system used to be 90 to 95 percent of the work. Now it's 5 to 10 percent. The remaining piece is taste and judgment, what to keep, what to cut, what to teach the client back, and how to phrase it so it lands. The capture, the formatting, and the synthesis are all handled by the system.
Here's what closing the loop looks like for me after every coaching session today.
Before I close my laptop after the session ends, I name the voice memo. I copy and paste the transcript then I upload that with the Live Notes (more on this at a later time) I typed during the session into Cowork. The Live Notes are something I type because typing a few key things in real time helps me hold onto the details that matter to me and keeps me grounded in the conversation. Once those are in, I say "run my Post-Session Capture workflow," and the workflow produces two outputs. The first is a structured summary inside my Notion Business Operating System, formatted exactly the way I want it, with the session log entry, the verbatim quote, the moment that mattered most, and the open commitments for next session all in place. The second is a branded recap email sent to the client, with a recap of what we discussed, the client's commitment(s), the most important quote from the session highlighted in the body, and what's on the radar for the upcoming session. The whole thing takes me less than 30 minutes from session ended to loop closed.
Before AI in the loop, the documentation work was so manual that it took a lot more resources, time and team, and it was static on my to-do list. Now, with my AI workflow, the loop is closed the same day, and I get to spend my brain on the work that matters most, getting results for my clients.
In My Stack
The Post-Session Capture workflow I just walked through is what I'm leaning on hardest in my coaching business right now. It runs inside Cowork, draws from the voice memo transcript and the Live Notes I type during the session, and produces a polished session summary inside my Notion Business Operating System plus a branded recap email to the client in one pass. I can be fully present with my client because I'm not trying to remember everything, and the documentation catches up to the work within an hour of the session ending.
I'm filming my first FTFU YouTube video walking through this exact workflow and how I built it. Remember, done is better than perfectly "undone" so it won't be high production just yet, but it will be extremely useful. The link will be added here as soon as it's live.
Where in your business is the work happening faster than your ability to document it, and what are you losing every week because of it?
One Thing This Week
Pick one repeating session in your business that matters, whether it's a client call, a sales call, a team meeting, or your Friday close-out, and turn the audio recording on for it the next time it happens. Don't worry about building a workflow yet, don't worry about the tool yet, just press record. Capturing is the system. Then name it in a standardized way that organizes it and allows you to find it quickly. An indexing example: date | what's recorded | location = 04.14.26 | Coaching session #6 | Virtual
This week I was on a coaching call with Mandi, one of my staging clients, and we were starting to map out the marketing phase of her work with me. We're still in the middle of building her CEO identity, and that's the foundation for everything else, but we'd been circling for a few weeks around how leveraged she is on a single source of leads, and it was time to put a real plan around it.
In home staging, almost every owner I've worked with is at or near 100 percent referrals from real estate agents. The flow looks clean from the outside, the agent gets a new listing and the staging follows, and when those calls slow down during real estate's quieter months the whole business slows down with them.
We were talking about building lead generation systems for her, and how those systems have to nurture two relationships at once. The agent matters because the agent is the booker, and the seller matters too, because the seller is in the house, walking the rooms, talking to friends and family about the work, and pulling out their phone to take photos whether you want them to or not. There's a real audience there that most stagers walk past on their way back to the truck.
That conversation got me thinking about reactivation, and the role it played for me at JCF. We built reactivation into every flagship launch on purpose, because we wanted to grow the size of our early bird registrations without leaning entirely on cold marketing to do it. I told Mandi about the campaign, the three touches we ran, and what surprised me about the results. The past clients we brought back didn't only buy the early bird offer, they re-entered the funnel for our flagship programs, and many of them quietly became some of our best long-term members again.
Same person at a different season of life, and they came back when we gave them a reason and a deadline.
That's the lesson I want to put in your hands today.
The System
Your past clients are the easiest leads in your business, and most owners ignore them.
Most service businesses lose past clients quietly. They don't fire you, they don't post a complaint, they just stop showing up because life got busy, the schedule shifted, the priorities reshuffled, and your service slipped off the calendar. The story we tell ourselves is that they left because they were unhappy with the work, and that's almost never the real reason. Inside my fitness business the data made this clear year after year. When I ran a reactivation campaign on past clients from the prior 24 to 36 months, 20 to 30 percent of our early bird registrations came from that list every time. These were people I had already worked with and who already trusted me, and they came back because we gave them a reason and a deadline.
Here's what made it run as a system, not a one-off blast.
One offer with a real deadline. We picked our flagship transformation challenge as the bribe, dropped the price to 50 percent off for past clients, and gave them a hard response date that landed before the program start date. That deadline did most of the closing work, because past clients respond to a real deadline far more than they respond to an open invitation, and most reactivation messaging makes the mistake of leaving the door open without giving anyone a reason to walk through it this week.
Three touches, in this order. We mailed a physical letter first, because almost no one mails letters anymore and yours stands out the moment it hits the mailbox. Four days after the letter dropped, an email went out that referenced the letter directly, so the inbox felt like a continuation of the conversation already in motion. The day after the email, my team and I made phone calls, and the call was where the bulk of the conversions happened, because the rapport from the prior relationship was already in the room.
A commitment-first ask. The CTA in the letter and the email was not "buy now," it was "call me to claim your spot." That meant the easy yeses came in fast and my team could close them while I spent my time on the warmer, more nuanced conversations that needed me directly. A commitment is a hand raise, and a hand raise is a much shorter walk to a paid client than a cold inquiry from someone who has never worked with you before.
The other piece worth naming is what happens after the reactivation. The person who came back for the early bird offer is now back inside your funnel, and the path from "reactivated for the discounted offer" to "re-enrolled in the flagship program" is a much easier close than from "stranger" to "client." This is how you can keep the funnel full during your slower months without buying new traffic, and the structure works for stagers, coaches, salons, agencies, fitness, and any service where you've built a real relationship with a client at some point in the past.
In My Stack
The reactivation sequence itself is what I'm putting in your hands this week. I rebuilt the original 3-touch campaign I ran at JCF as a universal playbook any service-based business can plug into. It includes the snail mail letter, the email follow-up, the phone script with branching responses, a tracking sheet, and industry adaptations for stagers, coaches, agencies, salons, fitness, and trades. All the placeholders are clearly marked so you can drop in your business name, your offer, your deadline, and your contact info, and run it inside the next 30 days.
If I ran a reactivation campaign, what program, package, or service would I use? What would be the outcome promised? And what would be included?
One Thing This Week
Pull the list. Don't pick the offer yet, don't write the copy yet, don't worry about the deadline yet, just build a clean list of every client you've worked with in the last 24 to 36 months who is no longer active, with their name, mailing address, email, and phone number in one place. The list is the system, and most service business owners don't actually have one.
Late 2017, Melissa S. left her admin role at JCF. My wife had filled in during past gaps in that seat, and with multiple young kids at home she couldn't cover this one.
By that point I had built something I'm still grateful for. Many of my hires came from inside the JCF community, members of the program who already understood the culture, and that was on purpose. It mattered to me to work with people I knew, liked, and trusted, and it mattered to the business that whoever held the seat understood the camaraderie that ran through every interaction. Yari, then Melissa S., then a long stretch of solid coverage in member relations and admin. Each of them carried JCF the way the brand deserved to be carried. The hiring system around them was real, with personality tests, multiple rounds of interviews, and a probationary period. We had collaborated to write the JCF Playbook in Google Sites, and the playbook covered most of what the role needed to do day to day. From the outside, the hiring machine looked dialed.
Inside, I was overwhelmed. The seat had been open too long, and I needed someone on the floor of the office handling the steady, unglamorous admin work yesterday. I ran the candidates through the process and it came down to three. The hire I made was someone I knew. Our kids went to school together. She was funny and warm and fit the JCF crowd. I liked her and trusted her, so I hired her.
She didn't last. The admin tasks were the main reason the seat existed, and the work was inconsistent and the call-outs piled up. Several months after her probationary period ended it was clear the role wasn't right for her, and that became the only fire I made at JCF.
Almost a decade later, what has stayed with me is that the failure was above her. I had built a real hiring process and walked it past two of my own rules to make a hire that fit the moment. I had hired in a state of overwhelm because the seat had been empty too long, and I had hired without being clear on what JCF the brand actually needed in that chair, which was the steady administrative consistency of running the same systems day after day. I had hired for the wrong job.
The System
Run the three Cs before you post the job.
Hiring is the most expensive decision in a service business and the most leveraged. When it goes wrong, it costs you more than money. It costs you the trust of the rest of the team, the time you sink into managing the wrong fit, and in some cases the seat itself, because once you've hired into it badly you've now changed the role for the next person.
The three things I check before I post a job:
Calm. Before anything else, I check my own state. If I'm hiring because the pain has to stop right now, I'm going to weight the decision toward speed and away from fit. I'll over-promise on comp, skip vetting steps I'd otherwise take seriously, and write a job description that is really a wishlist for the pain to go away. The hire shows up and the pain doesn't actually leave, because the wrong filter ran the decision.
Cleanup. Next comes the system the person is walking into. A new hire can't fix a system, they inherit it. If the work isn't documented, the SOPs don't exist, and the workflow runs on the founder's discretion, the new hire becomes another improviser inside the same mess. That feels slightly less lonely for a few weeks, and the chaos comes right back, this time with payroll attached.
Clarity. The last check is whether I can name the actual problem this role would solve, and the actual current solution holding things together right now. Most "I need to hire" moments are really "I need to redesign this process" or "I need to redistribute work that's already on the team." Until I can name the real problem and the duct tape currently holding it together, I don't know what role I'm trying to fill.
In late 2017 I had Cleanup. The Playbook existed, the personality tests were built, the onboarding was sequenced. What I didn't have was Calm or Clarity. I was hiring from overwhelm, and I was hiring for a role I hadn't accurately defined to myself. The hiring machinery was real, and it didn't save me. If those aren't right, the rest of the process can run perfectly and you'll still make the wrong hire.
In My Stack
I've built a Business Operating System inside Notion that houses my coaching systems, my course modules, my templates, and the SOPs for the work I run every week. The reason it works is that I almost never sit down to write SOPs from scratch. I do the work first, and after a session or a project that introduces a new task or workflow, I tell Cowork "analyze what we just completed and create an SOP." Cowork drafts the SOP in the format I've already taught it to use, I tweak the draft live in the session window, and once it's dialed in I say "add to my notion" and it uploads into the right database in the right structure.
That loop is how the Operating System grows. Every new piece of work becomes a documented system the next time I run it, and the documentation gets built in the moment instead of weeks later when I've forgotten the details.
If you'd want me to go deeper on how I'm building these workflows inside Claude Cowork, reply to this email and tell me. I'll create a screen recording or go live with a group of you.
If a key team member walked out tomorrow, which of the three Cs would you fail trying to fill their role?
One Thing This Week
Take the next role you're thinking about hiring for and write the answers to two questions on a single page: 1) What is the actual problem I'm solving for? Understand this clearly. 2) What is the actual solution to the problem I'm experiencing? If you can't answer both clearly, the work in front of you is diagnosis, not hiring. Put hiring on the back burner.
In 2015 I sat down for my monthly numbers meeting with my bookkeeper, Mindy. She was the best. She read the business like she owned it and she told the truth when something looked off.
We went through projections, looked at the spreadsheets and the data, and talked through ways to increase revenue without spending more. I was slightly behind on my goal, and we kept working the numbers looking for an unlock. The Fitness & Nutrition Strategy Session (FNSS) show rate caught our attention. It was below 50 percent.
The strange part was that my selling was actually good. I had come off a year of real sales training and a fitness mastermind with Bedros Keuilian, and when a prospect sat down in front of me I was closing more than 70 percent of them. The problem wasn't at the table. The problem was getting them to the table at all. Depending on what day a prospect booked, the appointment could be 3 to 5 days out. JCF Boot Camp was a group fitness program, and sessions ran before work and after work, which is exactly when a working prospect could take a sales call. My coaching hours and my best sales hours were the same hours.
Mindy didn't say anything dramatic. She pointed at the show rate, pointed at the booking lag, and asked me about my calendar.
That was the meeting where the real problem showed itself. My sales skill was fine and the close rate was strong. What was broken was my availability. The windows I could offer for strategy sessions sat 3 to 5 days out because the hours a working prospect wanted were the hours I was already on the floor coaching, and half of those prospects lost their momentum by the time the appointment arrived. The show rate wasn't telling me anything about my selling. It was telling me something about my calendar.
The System
Your broken number is probably a setup problem, not a skill problem.
When a number in your business is off, the first instinct is to practice the thing attached to that number. If sales are low, sharpen the pitch. If retention is low, rework the onboarding. If appointments run over time, go faster. That instinct makes sense, and sometimes the skill really is the issue. A lot of the time, though, the skill is already fine, and the setup around the skill is what's breaking the number.
A skill problem lives inside the action, and you can fix it with practice and feedback. A setup problem lives one level above the action, in how your business is arranged, and practice won't fix it. You can run a perfect sales call on a calendar that books prospects five days out, and the show rate will still sit below 50 percent, because the setup is working against you.
The difference shows up clearly in the examples. A skill problem is inside the action itself, like a sales call that isn't closing or a coaching call that isn't landing. A setup problem sits one layer up, like leads coming in through people you don't control, a calendar that books prospects five days out, or a team that can't do the work without you in the room. You fix the first kind with practice and reps. You fix the second kind by changing the structure of the business.
For most service business owners the setup problem sitting under everything else is that the business still runs through you. Until that changes, every downstream number is carrying the weight of your calendar. Fixing my show rate meant building the coaching bench brick by brick so the studio could run without me on the floor for most of the sessions. The show rate was never a sales problem. It was a setup problem with my name on it.
In My Stack
Lately I've been learning how to build Claude plugins. I'm doing it with a specific goal in mind, which is to help one of my coaching clients, a home staging entrepreneur in Denver, run the repeating parts of her week with less of her having to take time to do them. I'm in the early stretch where I'm still figuring out what a plugin is and which workflows are worth building one around. The thing I can already see is that building a plugin forces you to write down your workflow with real specificity, and most owners have never done that for their business. Even if I never shipped one, that exercise on its own would be worth the time.
What is the one number in your business that has been stuck the longest, and what is actually causing it to stay that way?
One Thing This Week
Pick the one number that's been bothering you for more than a month. Write it at the top of a page, write what you think is causing it directly below, and then ask "what has to be true for this to be true" and write the next answer under that. Keep going until you stop writing skill answers and start writing setup answers. When you land on a setup answer, you've found the real work.
We called it the 12-Week Rock My Skinny Jeans Challenge. Day one at JCF Boot Camp was intake day, which meant body assessments, measurements, and progress photos in front of the accent wall at the coworking space where we ran our orientations. One space had a green wall and another had a coral-ish one, and we ended up shooting the before and after photos in the same rooms over and over, which meant every finished transformation ran the same visual signature across the entire library. We didn't plan that at the start, it was accidental, and it became one of the few things competitors couldn't copy. Day forty-two was closeout day, which meant the matching set of photos, a survey, and a short video testimonial. By the time a participant finished the program, we already had everything a prospect would need to see to believe it was real.
The System
Make proof part of the program.
Before the Skinny Jeans Challenge, I wasn't really asking clients for reviews. I'd mention it in a group setting occasionally, hope someone heard me, and move on. My social proof was thin, and the reason wasn't that my clients weren't happy. It was that I'd built a business where proof was optional and depended on a client choosing to go out of their way to produce it.
What changed in 2013 wasn't that I got better at asking. It was that I stopped asking and started building. The before photos happened because the program started with a body assessment. The after photos happened because the program ended with one. The video testimonials and survey feedback happened because the final session was structured as a wrap-up with a camera already set up. A participant who completed the twelve weeks couldn't help but generate proof, because proof was a scheduled step inside the service, not a favor we asked for at the end.
Most service business owners have the relationship with their clients they'd need for incredible social proof. What they don't have is a delivery process that produces that proof automatically. If the only way to get a review, a testimonial, a case study, or a referral from a client is to remember to ask after the job is done, you're running on a system that depends on your mood and your memory, and that system will fail you on the weeks you need it most.
The shift is to treat proof as a deliverable inside the service rather than an ask at the end. That could look like intake questions that capture what the client hoped to get from working with you, mid-engagement touchpoints that capture what's already working, and closeout sessions that capture the outcome in the client's own words while the experience is still fresh. When the service is designed to produce proof, you don't have to chase it later, it shows up on the calendar the same way the actual work does.
In My Stack
This week I'm sending subscribers the Social Proof Playbook. Inside is the intake questionnaire I'd use to engineer proof from day one of a client engagement, a closeout question set for capturing outcomes in the client's own voice, and a 7 to 14 day follow-up template for turning those captured answers into public reviews in the places that matter most for your business. Reply to this email with the word PROOF and I'll send it over.
If I made no extra asks of my clients this year and only collected the proof my current service process naturally produces, what would I actually have at the end of the twelve months.
One Thing This Week
Pick one step in your service delivery, either intake, midpoint, or closeout, and add one scheduled moment inside that step where the client's answer, quote, or result gets captured as part of the process rather than as a favor you ask for afterward.
In 2015, I set up a table at the All About Downtown Street Fair in Jersey City. It's the biggest street fair in the city, tens of thousands of residents walking through in a single day, and for a local fitness business like JCF Boot Camp, it felt like the perfect opportunity. So I went out there and tried to sell memberships on the spot. I had conversations, handed out flyers, gave the pitch. By the end of the day I had less than a handful of signups, sore feet, and the feeling that I'd left a massive opportunity on the table.
I spent the next year thinking about what went wrong. The reach was there. Ten to twenty thousand people walking past my table in a day. The problem wasn't the audience. The problem was that I was trying to close strangers on a $150/month commitment in a 90-second conversation while they were eating funnel cake and chasing their kids. The strategy didn't match the moment.
The System
Build your spin wheel.
When I came back in 2016, everything was different. I invested in a full branded canopy kit with walls and flags, a branded tablecloth, a monitor running testimonial videos and class footage as social proof, an iPad to capture contact information, and a big colorful spin wheel right at the front of the table. To spin the wheel you had to leave your name, email, and phone number on the iPad. You could win JCF swag, a branded cell phone stand, a JCF tote bag, or a free week of classes. The system was what mattered.
Our tent was buzzing the entire day. People saw the spin wheel from 30 feet away, walked over with their families, entered their info, spun, grabbed their prize, and left smiling. By the end of the day we had collected over 800 local leads. Not followers, not impressions, not people who maybe saw a flyer. Eight hundred names, emails, and phone numbers from people who lived in our city and had just had a positive interaction with our brand.
The principle underneath that story is one I want every service business owner to understand: you don't need to build reach from scratch. You need to borrow it from platforms and events that already have the audience you want, and then create a system that siphons those people into your world where you can nurture the relationship on your terms.
All About Downtown had 10,000 to 20,000 people walking through those streets. For me to get that many local residents to walk past JCF doors would have taken years of marketing and thousands of dollars. But the street fair had already done that work. My job was to build a net that caught the right people out of the crowd and brought them into my universe.
Here's how the framework breaks down, and it applies to far more than street fairs.
1. Identify a platform with more reach than you. This could be a local event, a social media platform, a booking app like StyleSeat or Booksy, a local Facebook group, a community organization, or a partnership with a complementary business. The question is simple: who already has the attention of the people I want to serve.
2. Design a lead capture mechanism. Something that gives the person a reason to hand you their contact information in exchange for something small and immediate. At the street fair it was the spin wheel. Online it might be a free guide, a checklist, a quiz, a giveaway, a discount code, or a booking link that collects their info before confirming. The mechanism has to match the moment.
3. Execute with intention. We didn't just show up with a folding table and a jar of business cards. We debriefed the previous year, got clear on the goal (leads, not sales), strategized the entire setup, and invested in the experience at the booth. The branded canopy, the monitor, the spin wheel, the prizes. Every element had a job. Nothing was accidental.
4. Nurture the leads you captured. This is where most people drop the ball. You collect 800 leads and then send one email a week later and wonder why nobody signed up. The leads don't know you yet. They had a 45-second interaction at a street fair. What they gave you was permission to start a conversation, not a commitment. We followed up within 48 hours, offered a low-barrier trial, and built the relationship from there.
This same framework works digitally right now. If you're a service business owner posting on Instagram, your content is the spin wheel. Your bio link is the iPad. Your email list or booking system is the net. Instagram has the crowd. Your job is to get the people who resonate with your content off the platform and into a channel you own — your email list, your text list, your CRM — somewhere the algorithm can't decide whether they see you next week.
The street fair taught me something I've carried into every business since. You don't grow by trying to build a crowd. You grow by showing up where the crowd already is and building a system that brings the right people home with you.
In My Stack
This week I'm sharing a lead capture planner I built for my own use and I'm making it available to every subscriber. It's a one-page framework that walks you through the four steps from today's system: identify your platform, design your capture mechanism, plan your execution, and map your nurture sequence. I use a version of this every time I launch a new lead gen campaign, whether it's an event, a social media push, or a partnership. Reply to this email with "LEADS" and I'll send it to you.
The leads that came into my business the last 30–60 days — what percentage of them came from sources I own (email, text list, CRM) vs. sources I do not own (social media, booking app)? The goal is to get those leads onto your owned list as quickly as you can.
One Thing This Week
Pick one platform — whether it's Instagram, TikTok, a local Facebook group, a booking app like Booksy or StyleSeat, or an upcoming community event — and build one specific mechanism that captures contact information from that platform into a list you own.
When I started developing coaches at JCF Boot Camp, I didn't know where to begin. I'd hand off the workout the night before, do a quick Q&A, and send them out there. The sessions were fine. But fine wasn't the standard. One of our tenets was "be the best part of our Members' day," and you can't deliver on that with average energy and a printed workout.
The hard part was figuring out what was transferable and what wasn't. I didn't want clones of me. My energy, my Daris'isms, the way I naturally worked a room at 5:30 in the morning, that was mine. But the experience members came back for wasn't just my personality. It was the feeling in the space, the camaraderie, the sense that you walked into a team, not a gym class. I'd been part of teams since I was five years old, and building that environment came naturally to me. But natural for me didn't mean obvious for everyone else.
So I started breaking down the pieces. I looked at what members told us they loved, through surveys, unsolicited feedback, things people said on the way out the door, and I separated what was uniquely me from what could be designed into the experience itself. Learning every member's name, no compromise. Making sure every person in the room got a hi-five and at least one form touch, either positive reinforcement or a correction, from a coach during the session. Call and response chants that built energy even when a coach was quieter by nature. Introducing yourself to every new face. These weren't personality traits. These were systems, and they created the energy in the room whether I was leading or not.
The real shift was realizing the experience didn't have to live entirely on the coach. When the environment is designed right, the members reinforce it too. The hi-fives snowball. The chants carry themselves. A new person walks in and the culture tells them how this place works before a coach ever says a word. I built JCF Coach University for new hires and ongoing team development. I shadowed coaches and they shadowed me. I ran anonymous coaching surveys so members could give honest feedback. And over time, the picture got clearer. My coaching IP could be broken into parts, some went into coaching systems and development, and some went into the member experience so it wasn't all resting on one person's shoulders. We all took responsibility in shaping the JCF experience.
The System
Stop teaching, start recording.
None of what I just described started as a manual. It started as me paying attention to what was already working and making sure it didn't disappear. The process documents came after the process existed, not before.
That shift matters more than it sounds. When you try to teach someone your process, you're forcing yourself to reconstruct it from memory. You're describing what you think you do, which is often different from what you actually do. The translation between what's in your head and what lands on paper creates gaps. Instructions get skipped because they seem obvious. Context gets lost. The person reading the manual still can't recreate the thing.
When you record the process instead, you skip the translation problem entirely. You're not asking yourself to describe the thing — you're capturing the thing as it's happening. The document comes from the execution, not from your best attempt to explain the execution.
I watched the same pattern play out this past Friday with a client. She was on-site at a staging and I asked her to walk me through what she was doing as she did it — not explain it to me, just narrate her choices out loud. Why she was pulling this piece into the space. What she was looking for when she decided the table needed something else. How she knew when a room was done. She'd been doing this for years, and she still stumbled a little at first, because she'd never had to put language to something that had become automatic.
That's what I call your Doer IP — the intellectual property of your craft that lives in your instincts rather than any document. Every skilled service provider has it. Most of them have never extracted it.
Once she got rolling, I had her explain it again but this time record a video and narrate it as if she was training a new hire. Then we had the transcript cleaned up and we had the beginning of her full process, her Styling IP, including her standard for styling dining tables and the specific things she considers when making those decisions. None of it was new to her. She'd been doing it for years. But she'd never seen it as a transferable system because nobody had ever asked the right questions to pull it out of her.
Downloading your Doer IP requires a different frame. You can't sit at a desk and write it from memory. You have to be in the work, doing the thing, and have someone pressing you on why you're making the choices you're making. The document comes from the motion, not the other way around.
Your Doer IP is already running. Every time you deliver your service on a good day, the system is right there. You just need someone to press record.
In My Stack
I've been using voice memos as a process capture tool. After a coaching session or a workflow that went well, I'll open the voice memo app and narrate what just happened in real time while it's still fresh. What I did, in what order, and why it worked. Then I use an AI tool to clean up the transcript and pull the steps into a document. It takes five minutes and produces a better process doc than I'd get sitting down for an hour trying to write one from memory. If you've been putting off building your SOPs because the blank page feels overwhelming, try talking through what you just did instead of trying to write what you should do.
If someone followed you through your best day, start to finish, and wrote down every step you took without you explaining any of it, what would that document look like?
One Thing This Week
The next time you're doing a task in the business — creating a proposal, building a workout program, writing descriptions, etc. — record your screen or yourself doing the thing and narrate what you're doing in a way a new hire could understand and execute the task. If you conclude someone with no connection to your business can complete the task at 85% or higher satisfaction, your system is complete.
March 10, 2010, I was sitting at a Starbucks on Grove Street in downtown Jersey City with a laptop, a fitness business I'd been building on the side for two years, and no paycheck coming on Friday. The day before, I'd walked out of the NYSE for the last time. That morning, I had to figure out what came next.
It was apparent I had become indispensable to the business I owned and I had finally understood that being indispensable was the problem, not the sign of success.
I had built a fitness business in that city while working full time at the exchange. Two years of showing up before and after market hours, being the trainer, the scheduler, the problem-solver, and the person every client needed to speak with personally. The business existed because I showed up. The moment I didn't, it paused.
That was the thing I needed to fix, the way the business was built.
Sixteen years later, I am launching this newsletter on the same date I sat down at that table. The work has changed. The lesson hasn't.
This is From The Floor Up. Every Tuesday, one real lesson for service business owners who are building something and starting to feel the weight of having built it around themselves.
The System
Here is how it starts. You are good at what you do. Clients notice. Referrals come in. You bring on some help, but the work always runs better when you are there. So you stay involved more than you planned.
At some point, "I'll just do it" becomes your operating model. Not because you are a control freak. Because you are fast, you care, and your standards are high. It makes complete sense in the moment. The problem is what it builds over time: a business that cannot function without you in the room.
The diagnostic is simple. If you took two full weeks away from your business, phone off and email unread, what would actually happen?
Most service business owners know the answer before they finish asking the question. The business slows. Things fall through. Clients get anxious. Team members wait.
That answer is not a judgment. It is a starting point.
The work of building a business that can run without you is harder than being excellent at what you do. Most owners never start it. This newsletter is for the ones who are ready to.
In My Stack
I've been using Claude Cowork to build out the operating routines for this newsletter and it's helped me stay on track. Instead of starting each session wondering what to work on, I have a morning routine that tells me exactly where I am and what needs to happen. I check things off. I move forward.
It's easy and that's the point.
If you're a service business owner who's constantly rebuilding your workflow from scratch at the start of every week, this is worth 20 minutes of your time. Set up one routine, just your Monday morning check-in, and see if it keeps you on track.
What would happen to my business if I took off the next two weeks? What would have to be in place to avoid those things from happening?
One Thing This Week
Based on your answer(s) to "Ask Yourself", prioritize the top 3 and complete a checklist for each. The checklist should have: a) Objective b) the steps to complete the task (checklist) c) screenshots or links to screen recordings d) "What success looks like" section so the one completing the task can own it and have zero discretion on completing the task effectively.
Don't overcomplicate it. Simply, list the steps.
Hit reply and let me know the first checklist you're completing.
For years, I believed the clients at JCF were there because of me, because of the way I coached and the energy I brought to that floor at 5am. Maybe some of that was true. But that belief had a cost I couldn't see yet, and it took working 90+ hour weeks and missing nights at home with my kids before I had to honestly reckon with what I'd actually built.
The System
For a long time, the question I kept asking myself was whether anyone on my team could do the work as well as I could. The answer was usually no, or not yet, or not in exactly the same way. So I kept doing it myself, and the business kept depending on me doing it, and I kept adding more hours until the hours were all there was.
I had been hustling and grinding with the best of them and still had a business that could not work without me.
The shift came slowly, and it came from being in rooms with other fitness business owners who were running the same kind of operation I was, but differently, with more ease, more capacity, and actual lives outside the business. Watching that was uncomfortable in a productive way. It gave me a target. More importantly, it made me question something I'd never really examined.
I stopped asking if anyone else could do it as well as me, and I started asking a different question: if this absolutely had to happen without me, what would it take?
Better questions give you better answers. I truly believe this. That question allowed me to move out of comparison and into design. It made me think about what someone would actually need to know, what they'd need access to, what the steps are when they're written down instead of living only in your head. It turns a vague dependency into a documented process.
It's also THE question behind every system worth building in a service business. Not who else could do this, but what would it take. When you start there, you stop being the answer to every problem and start being the person who builds the answer instead, and that's a much better place to run a business from.
In My Stack
If you want a head start, copy this prompt into Claude or ChatGPT and let it walk you through the whole thing. It will ask you questions, you answer them, and it builds the document for you.
You are a business systems coach helping a service-based business owner document one repeatable task so someone else could do it without asking a single question.
Ask me to describe the task I want to get off my plate. Then help me build a simple system document with these four sections:
1. What this task is and why it matters to the business
2. What someone would need to know before starting
3. What they would need access to (tools, logins, files, contacts)
4. The steps, written in plain language, in order
Keep the language simple. Do not use corporate jargon. Write as if you are explaining this to a smart, capable person who has never done this specific task before. Ask me one question at a time and build the document as we go. When we are done, give me the full document formatted and ready to copy.
What task do you keep doing yourself because you think only you can do it right, and have you ever written down what "doing it right" actually means?
One Thing This Week
Pick one task you do every week and write down what someone would need to know, what they'd need to have access to, and the steps written down for someone else to do it without asking you a single question.
Hit reply and let me know the first task you're getting off your plate.
When I ran JCF Boot Camp in Jersey City, I had a team of coaches. Good ones. They cared about the members, they showed up on time, and they brought real energy to every session.
But every single one of them ran sessions differently. One opened the huddle with a pep talk. Another skipped it and went straight into the demo. One did a full breakdown at the end with detailed coaching notes, another wrapped with a quick high-five and sent everyone home. The members noticed. Some loved Tuesdays and dreaded Thursdays, not because of the workout but because the experience felt like a different gym depending on who was leading.
I was frustrated at first. I thought I had a coaching problem. Then I realized I had a systems problem. I had never written down what a JCF session actually looked like from start to finish.
So I built what I called the Anatomy of a JCF Session. One page. It defined the structure every coach followed:
Members warm up on their own before the session starts. Huddle at the top to set the intention and prime the session, ending with the "Better Body. Better Life." breakdown. Demo. Pre-workout. Main workout. Finisher. Cool down with announcements. Post breakdown: "All day. Everyday."
That was it. No script for what to say during the huddle, no requirement that every coach sound like me. The structure was the standard. The personality on top of it was theirs.
The moment that document existed, the member experience became recognizable no matter who was leading. Tuesdays felt like JCF. Thursdays felt like JCF. Because it wasn't the Daris way anymore. It was the JCF way.
The System
Discretion is the absence of systems.
Every place in your business where a team member is using their own judgment to fill a gap is a place where you haven't built a system yet. That's not a criticism of the person. Their judgment is often reasonable, sometimes good. But it's inconsistent by definition, because judgment varies from person to person and from day to day, and the client experience shifts with it.
My coaches weren't doing anything wrong. They were doing what every capable person does when the instructions are vague: they improvised. And improvisation across a team produces variety, not consistency.
This is the part most service business owners resist, because it feels like building a standard removes the personal touch. It doesn't. It protects it. When the structure is consistent, the personality on top of it has room to breathe. When the structure is missing, the personality is doing all the work, and the experience depends entirely on which team member shows up that day.
The Anatomy of a JCF Session didn't tell coaches what to say or how to coach. It told them what the session looks like, the order of events, the bookends, the non-negotiable touchpoints. Within that structure, every coach brought their own style and their own energy, and the members got the benefit of both: a consistent experience and a human one.
The question worth sitting with is not "is my team doing it wrong." The question is "have I defined what the experience should feel like in a way that doesn't depend on me being in the room."
If the answer is no, your team is operating on discretion. And discretion, across a team, produces exactly what you're seeing: inconsistency that feels like a people problem but is actually an infrastructure problem.
The standard doesn't belong to you. It belongs to the company. When you build it that way, the company can hold it whether you're there or not.
In My Stack
I've been using Notion as the home base for all of the system documents in my coaching practice. One workspace, one template, every system linked to the others. The thing I like about it is that the documents are alive. I can update a process in two minutes and everyone with access sees the current version immediately. No emailing updated PDFs, no "which version is the latest" conversations. If you're still storing your operating documents in scattered Google Docs or text threads, try consolidating them into one workspace. The clarity of having everything in one place is worth the afternoon it takes to set up.
If you pulled three different team members aside and asked each one to walk you through how they handle the same client-facing task, would you hear three versions of the same answer or three completely different answers.
One Thing This Week
Pick one client-facing experience your team delivers regularly. Write down three things: what the experience should look like from start to finish, which moments are non-negotiable, and what the client should walk away feeling. That's not a full system document. That's the anatomy of your version of a session, and it's the foundation the document gets built from.