Small business toolkits

The First Client Kit

You can build automations. This gets them sold: leak-first outreach, a call script, pricing, contracts and a follow-up tracker. One payment, no subscription.

  • 17-page guide
  • 9 templates
  • 3 web tools
  • Follow-up tracker

A$39

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About The First Client Kit

You can build the workflow. You just can't get a business owner to reply. We read 1,410 posts by AI-automation beginners. The tools weren't what stopped them. The same 8 things did: outreach with no replies, tool costs, no time, choosing a niche, what to do after the "yes", no proof, pricing and the first sales call. The First Client Kit is the selling and delivering half that courses skip, with a 30-day plan you can do in one hour a day, around a job.

What's inside

  • 17-page Start Here guide: the 30-day plan, the 10-minute Leak Check, outreach that gets replies, outreach rules for the US, UK, Australia, New Zealand, Canada and the EU, the first call, pricing on value, the paid pilot, delivery, a cost-light tool stack, a stuck-build checklist, honest proof and 8 AI prompts
  • 9 editable templates (Word or Google Docs): outreach script pack, discovery and demo call script with 12 objections, one-page proposal, paid pilot agreement, service agreement, client onboarding kit, monthly results report and handover, case study builder and a Leak Check report
  • First Client Tracker (Excel or Google Sheets): follow-up dates fill themselves in, and the Dashboard lists who to message today with your reply rate, monthly income and 30-day plan task
  • 3 web tools (offline, no login): Niche & Offer Picker, Leak Check & First Message Builder, and a Price & ROI Calculator that never prices below your floor

Why it's different

  • One payment. No US$97-a-month group to stay in
  • Built from real stuck points, not theory. Every page fixes one of the 8 problems
  • Working tools, not just reading: a message builder, a price calculator and a tracker that tells you who to follow up with today
  • Safe outreach: rules by country, postal-address and opt-out lines built in, and no AI-voice cold calling

Good to know

  • Works with Word and Excel, or free Google Docs and Google Sheets. The tools open in Chrome, Edge or Safari, on desktop or phone
  • For builders who use n8n, Make, Zapier or similar. It teaches selling and delivering, not how to build workflows
  • General information, not legal, tax or financial advice. Results depend on your effort and market, and no income is promised

The details

Format
PDF guide, Word/Docs, Excel/Sheets + browser tools
Opens on
Any device that opens a PDF
Use with
Free or paid ChatGPT, Claude or Gemini
Delivery
Instant download after checkout, plus a link in your receipt email
Price
A$39 AUD, one-off
Buy now · A$39