🔵 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:
- Appointment – Book a call with your prospect.
- Sales Call – Conduct a 1-on-1 Zoom call.
- 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
- Cold email, DMs, or calls — choose based on what’s accessible in your niche.
- 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.