At a glance: first 90 days
• Clarify the offer and website message for two audiences: high achievers and their loved ones
• Establish a consistent LinkedIn presence that brings qualified conversations
• Start B2B referrals from local businesses you already work with and online therapists, coaches, sports folks, etc.
• Set up a basic CRM and email list with a simple lead magnet
Priority Steps for This Phase
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Website refinement
• Keep building in Framer. Every page should pass a 5 second clarity test: who it is for, the core problem, the outcome, and one call to action
• Two message tracks: one for high achievers, one for loved ones
• Use premium, discreet, aspirational visuals
• Clear calls to action: Book a consult, Join the list, Download the guide -
LinkedIn presence
• Use your personal profile (more details on this below since you wanted a plan) -
B2B referral outreach
• Draft a one pager that explains problems you solve, who you work with, outcomes, and how referrals work (PDF and webpage)
• Start with warm contacts, then expand to cold introductions (build a warm list of contacts across law, finance, sports agencies, and treatment centers)
• Track conversations in a simple sheet until the CRM is live -
CRM and email list
• Choose a simple tool: Mailchimp or HubSpot
• Create one list and one welcome automation
• Lead magnet idea: "5 Relationship Shifts Every High Achiever Needs"
• Add forms to your site that feed contacts to the CRM -
Metrics to watch
• Weekly: profile views, connection requests sent, replies, intro calls booked
• Monthly: LinkedIn posts published, average post reach, email subscribers added, referral conversations started
• Quarterly: consults booked, paid clients, revenueÂ
LinkedIn Profile Fixes:
HEADLINE:
Positioning line for headline option: "Relationship coach for high achievers and their loved ones"
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ABOUT SECTION:
This is your introduction, add:
- Who you serve
- top problems
- your approach
- outcomes
- one clear Call-To-Action to book a consult with you
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FEATURED SECTION:
- consult page link
- your referral one pager
- one top performing post
LinkedIn Plan:
Post
- I post 5 times a week but you don't need to
- Start 2-3 a week
- Don't post multiple times a day since it can hurt your algorithm; once a day is great
Engage
- LinkedIn loves people that engage with other people so leave comments on other profiles
LinkedIn Newsletter
- Not a must have, just a nice to have
- If you like to write, this could be a good creative outlet for you (plus you can repurpose the content for your own email newsletter or a blog)
- LinkedIn loves people that do a lot in their tool so posting, commenting, and having a newsletter will help the algorithm
- If you can, and want to, create 1 newsletter a week with call-to-action buttons back to your websiteÂ
Starter LinkedIn Content Calender
You know your audience and your content better than me, so these are some suggestions only, but you said you wanted more details on what to do next :)Â
You could do 3 posts a week, 1 is a thought that shows your thought leadership, 1 is a story that shows social proof that you've worked with people and helped them, and 1 tip that shows how you help.
Week 1
• Thought: When achievement becomes a shield in relationships and what to do next
• Story: A pattern I see in executive couples and how we interrupt it
• Tip: A 10 minute weekly check in couples can try
Week 2
• Thought: Recovery and intimacy: what healthy looks like
• Story: The loved one who carries the load and the first relief step
• Tip: How to repair after a sharp exchange
Week 3
• Thought: Boundaries that support performance and closeness
• Story: When distance hides burnout and how to name it
• Tip: A two sentence request framework
Week 4
• Thought: The cost of silence in high performance households
• Story: What changed when a couple kept a 15 minute weekly ritual
• Tip: A one page weekly alignment template
DIRECT ENGAGEMENT IDEAS:
• Daily: respond to comments, thank thoughtful commenters via DM, save lists of priority contacts
• Weekly: send 10 warm intros to referral partners with a short value note
Marketing Hire
I would stick with someone that can execute, that can be a VA that knows marketing or a marketing coordinator. Lower level. Then if you need high level strategy you can hire someone like me once a quarter or a once a month to look things over.
Role Purpose
Create consistent content and run the system so marketing happens without heavy time from you.
Core Responsibilities
- Draft LinkedIn posts, emails, and content from your voice and notes
- Publish 2 to 3 LinkedIn posts per week from your profile
- Take your LinkedIn newsletter and upload it weekly to LinkedIn
- Manage CRM list growth and basic email sends
- Prepare the referral one pager and keep the partner list updated
Knowledge
This is a marketing content person. They should know LinkedIn and any other socials you want to be on. They should take your voice and thought leadership and rewrite it to social media content and blog posts. They should be able to create basic videos and basic editing. Understand how to use email tools like MailChimp or Hubspot.
SuccessÂ
This is very vague and can be changed easily, but I wanted to give you a start.
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8 to 12 quality posts shipped
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200 to 300 new relevant connections
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2 to 4 referral calls booked
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Lead magnet live and welcome email running
  How we can work together
Hourly calls as needed:
- Cost $397
- Like this, we talk for an hour and you get a next step document like this
- Or I can help you with your staff and talk to them for an hour to coach them
- Link:Â Consulting
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Audits to look over your work:
- Example: your homepage copy and user experience; you AI Visibility (GEO) set up on your website; your welcome email series, etc.
- Cost $397
- Like this, we talk for an hour and you get a next step document like this
- Link:Â Audit
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Thank you,
Andrea