🔵 Overview: The 5-Part Blueprint to Build a Business & “Retire Your Bloodline”

Charlie’s framework is focused on building a service-based, expertise-driven business. It consists of five phases:


1. Foundations

Goal: Understand how money flows and identify a painful problem to solve.

  • Money ≠ Created, It’s Taken: You “take” money by offering value in exchange.
  • Value = Pain Alleviation: Solve painful problems; people pay in proportion to the pain relieved.
  • Start with a Niche:
    • A group with shared identity (e.g., authors, gym owners, engineers).
    • Focus: Interest + Growth + Financial viability.
  • Don’t Chase Ideas, Chase Problems: Pick a niche, do market research, extract 3 major problems.
  • How to Research Problems:
    • Talk to 30 people (calls, emails, DMs).
    • Immerse in their content platforms (TikTok, Reddit, LinkedIn, etc.) for 30 days.
  • Pricing: Base your price on what competitors charge. Easier to lower later than raise.
  • Setup: Stripe/Square, business bank account, basic social profiles. Skip the website early on.

2. Expertise

Goal: Acquire specific knowledge that solves the niche’s problem.

  • You Don’t Need to Be an Expert Initially:
    • Match a painful problem to someone else’s expertise (hire or partner).
    • Learn by copying competitors or interviewing people who’ve solved it
  • Expertise = Key → Problem = Lock:
    • The right information (key) unlocks the pain (lock).
  • Two Ways to Acquire Expertise:
    • Copy (ads, funnels, formats that already work).
    • Ask questions (interviews, research, peer learning).

3. Sales

Goal: Learn how to sell your solution.

  • The 3-Step Sales Funnel:
    1. Appointment – Book a call with your prospect.
    2. Sales Call – Conduct a 1-on-1 Zoom call.
    3. Delivery – Provide your service and solve the problem.
  • Sales Call Structure:
    • 1.1 Understand their current situation (pain).
    • 1.2 Uncover desired future (desire).
    • 1.3 Dig into the why (motivation).
    • Use emotion to build momentum to action.
  • Pitching:
    • Give a vague, high-level overview (2 minutes max).
    • Stay silent. Let them ask questions.
  • Closing:
    • State your price clearly. Pause.
    • If objections arise, handle them respectfully and patiently.
    • If they say “not now”, follow up—this is normal.

4. Appointments

Goal: Get conversations booked consistently.

  • Appointment = Gaining Time → Gaining Money.
    • You need to get someone’s time before you can get their money.
  • 3 Methods:
    • Cold email, DMs, or calls — choose based on what’s accessible in your niche.
      • Pick one of these
  • Outbound is Key Initially (not content or ads):
    • Reach out to at least 100 people per day.
    • Follow up 5–8 times per person.
    • Keep offer fresh with each follow-up. Share insights, not just promotions.
  • What to Say: “Here’s my offer. Want to chat?”
  • Frequency X Volume:
    • How many people do you reach out to per day? 100+
    • How many times to you reach out to the same person? 5-8 times

5. Operations

Goal: Set up systems so your business doesn’t break when it scales.

  • Processes: Linear steps to deliver results (think: SOPs).
  • Financial Operations:
    • Track expenses, income, invoices.
    • Avoid spending future receivables—cash ≠ revenue.
    • Use QuickBooks, Xero, or a simple spreadsheet.
  • Client Support:
    • Use WhatsApp Business early on.
    • Be responsive and accessible.
  • Project Management: Use Notion for managing internal tasks.
  • Team Communication:
    • Start with WhatsApp. Scale into Slack.
  • Virtual Assistants (VAs):
    • Hire from Upwork, Fiverr, or onlinejobs.ph.
    • Check for device quality and internet speed.
    • Outsource low-leverage tasks once your time becomes valuable.

🔚 Final Notes:

  • Start lean. Focus on problem-solving, not perfection.
  • Build iteratively: talk to your niche, copy what works, sell ethically.
  • Track your numbers. Follow the processes. Get support as you grow.