startup-ideation-kit 2.0.0 → 2.0.1

package/README.md

@@ -50,11 +50,11 @@ You don't have to follow them in order. Jump to any phase, revisit previous ones
 npx skills add mohamedameen-io/StartupKit
 ```
 
-That's it. The skills are installed into your project and ready to use.
+That's it. The skills are installed globally (`~/.claude/skills/`) and available in any Claude Code session.
 
 ### Then brainstorm
 
-1. Open Claude Code in your project directory
+1. Open Claude Code in any directory
 2. Run `/startupkit` to create a new brainstorming session
 3. Work through the phases at your own pace -- Claude guides you with questions and frameworks
 4. Each phase saves its output as a structured markdown file in `workspace/sessions/your-session/`

package/bin/cli.js

@@ -1,6 +1,7 @@
 #!/usr/bin/env node
 
 const fs = require("fs");
+const os = require("os");
 const path = require("path");
 
 const SKILLS = [
@@ -40,10 +41,13 @@ function printUsage() {
   startupkit - Interactive startup ideation kit for Claude Code
 
   Usage:
-    npx startupkit init       Install skills and templates into current directory
+    npx startupkit init       Install skills globally and templates locally
     npx startupkit uninstall  Remove installed skills and templates
     npx startupkit help       Show this help message
 
+  Skills and templates are installed globally (~/.claude/skills/) so they work
+  in any project. Session output is saved in the current working directory.
+
   After installing, open Claude Code and run /startupkit to begin.
   `);
 }
@@ -64,6 +68,7 @@ function copyDir(src, dest) {
 
 function init() {
   const cwd = process.cwd();
+  const home = os.homedir();
   const pkgRoot = path.resolve(__dirname, "..");
   const skillsSrc = path.join(pkgRoot, "skills");
   const templatesSrc = path.join(pkgRoot, "templates");
@@ -71,45 +76,45 @@ function init() {
   let installed = 0;
   let skipped = 0;
 
-  // Install skills
+  // Install skills globally (~/.claude/skills/)
+  const skillsDest = path.join(home, ".claude", "skills");
   for (const skill of SKILLS) {
     const src = path.join(skillsSrc, skill);
-    const dest = path.join(cwd, ".claude", "skills", skill);
+    const dest = path.join(skillsDest, skill);
     if (fs.existsSync(path.join(dest, "SKILL.md"))) {
-      console.log(`  skip  .claude/skills/${skill}/SKILL.md (already exists)`);
+      console.log(`  skip  ~/.claude/skills/${skill}/SKILL.md (already exists)`);
       skipped++;
     } else {
       copyDir(src, dest);
-      console.log(`  add   .claude/skills/${skill}/SKILL.md`);
+      console.log(`  add   ~/.claude/skills/${skill}/SKILL.md`);
       installed++;
     }
   }
 
-  // Install templates
-  const templatesDest = path.join(cwd, "workspace", "templates");
+  // Install templates into startupkit skill directory
+  const templatesDest = path.join(skillsDest, "startupkit", "templates");
   fs.mkdirSync(templatesDest, { recursive: true });
   for (const template of TEMPLATES) {
     const src = path.join(templatesSrc, template);
     const dest = path.join(templatesDest, template);
     if (fs.existsSync(dest)) {
-      console.log(`  skip  workspace/templates/${template} (already exists)`);
+      console.log(`  skip  ~/.claude/skills/startupkit/templates/${template} (already exists)`);
       skipped++;
     } else {
       fs.copyFileSync(src, dest);
-      console.log(`  add   workspace/templates/${template}`);
+      console.log(`  add   ~/.claude/skills/startupkit/templates/${template}`);
       installed++;
     }
   }
 
-  // Create sessions directory
-  const sessionsDir = path.join(cwd, "workspace", "sessions");
-  fs.mkdirSync(sessionsDir, { recursive: true });
-
   console.log(`
   Done! ${installed} files installed, ${skipped} skipped.
 
+  Skills and templates installed globally to ~/.claude/skills/.
+  Available in any Claude Code session.
+
   Next steps:
-    1. Open Claude Code in this directory
+    1. Open Claude Code in any directory
     2. Run /startupkit to create a new brainstorming session
     3. Follow the phases: /sk-diverge -> /sk-niche -> /sk-competitors -> ...
   `);
@@ -117,24 +122,25 @@ function init() {
 
 function uninstall() {
   const cwd = process.cwd();
+  const home = os.homedir();
   let removed = 0;
 
+  // Remove global skills
   for (const skill of SKILLS) {
-    const dir = path.join(cwd, ".claude", "skills", skill);
+    const dir = path.join(home, ".claude", "skills", skill);
     if (fs.existsSync(dir)) {
       fs.rmSync(dir, { recursive: true });
-      console.log(`  remove  .claude/skills/${skill}/`);
+      console.log(`  remove  ~/.claude/skills/${skill}/`);
       removed++;
     }
   }
 
-  for (const template of TEMPLATES) {
-    const file = path.join(cwd, "workspace", "templates", template);
-    if (fs.existsSync(file)) {
-      fs.unlinkSync(file);
-      console.log(`  remove  workspace/templates/${template}`);
-      removed++;
-    }
+  // Remove templates from startupkit skill directory
+  const templateDir = path.join(home, ".claude", "skills", "startupkit", "templates");
+  if (fs.existsSync(templateDir)) {
+    fs.rmSync(templateDir, { recursive: true });
+    console.log(`  remove  ~/.claude/skills/startupkit/templates/`);
+    removed++;
   }
 
   console.log(`\n  Done! ${removed} files removed.\n`);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "startup-ideation-kit",
-  "version": "2.0.0",
+  "version": "2.0.1",
   "description": "Interactive 11-phase startup ideation kit powered by Claude Code skills. Brainstorm, score, research competitors, position, build offers, validate, model revenue, plan leads, match AI skills, pitch investors, and export -- using frameworks from $100M Offers, April Dunford, and more.",
   "bin": {
     "startupkit": "./bin/cli.js"

package/skills/startupkit/SKILL.md

@@ -26,7 +26,7 @@ You are the entry point for the Startup Ideation Kit. Your job is to manage brai
 ### Creating a new session:
 1. Ask for a session name (kebab-case, e.g., `ai-coaching-biz`)
 2. Create the folder `workspace/sessions/{name}/`
-3. Copy `workspace/templates/session-template.md` to `workspace/sessions/{name}/00-session.md`
+3. Copy the `templates/session-template.md` file (located in this skill's directory) to `workspace/sessions/{name}/00-session.md`
 4. Fill in the session name and today's date
 5. Show the progress dashboard
 

package/skills/startupkit/templates/competitors-template.md

@@ -0,0 +1,43 @@
+# Phase 3: Competitive Research
+
+> **Session:** [session-name]
+> **Date:** [YYYY-MM-DD]
+> **Research Depth:** [Light / Standard / Deep]
+> **Competitors Profiled:** [X]
+
+---
+
+## Executive Summary
+
+[5-sentence competitive landscape overview]
+
+## Key Competitors
+
+| Competitor | Stage | Strength | Weakness | Threat |
+|-----------|-------|----------|----------|--------|
+| [name] | [early/growth/mature] | [key strength] | [key weakness] | [H/M/L] |
+
+## Strategic Opportunity
+
+[Single strongest opportunity with evidence]
+
+## Strategic Risk
+
+[Single biggest risk with evidence]
+
+## Pricing Landscape Summary
+
+- **Market price range:** $[low] -- $[high]
+- **Dominant value metric:** [per seat / per usage / flat]
+- **Pricing whitespace:** [where to position]
+
+## Full Deliverables
+
+- `03-competitors/competitors-report.md` -- Full strategic report
+- `03-competitors/competitive-matrix.md` -- Feature comparison
+- `03-competitors/pricing-landscape.md` -- Pricing analysis
+- `03-competitors/battle-cards/` -- Per-competitor battle cards
+
+---
+
+*Generated with StartupKit Phase 3 (sk-competitors)*

package/skills/startupkit/templates/diverge-template.md

@@ -0,0 +1,179 @@
+# Phase 1: Diverge -- Divergent Thinking
+
+> **Goal:** Generate a massive pool of raw material -- skills, passions, problems, and early niche ideas. Quantity over quality. Aim for 50+ problems minimum.
+>
+> **Source frameworks:** Craft Skills audit, Shapiro's 4 Categories, 50+ Problems List
+
+---
+
+## 1. Craft Skills
+
+> **What you already get paid to do or are genuinely good at.**
+> Ask yourself:
+> - "What does my employer currently pay me to do?"
+> - "What do people come to me for help with?"
+> - "What problems have I solved in my own life?"
+> - "What's on my resume that I'm genuinely good at?"
+
+| # | Skill | Years of Experience | Confidence (H/M/L) |
+|---|-------|--------------------:|:-------------------:|
+| 1 | [placeholder] | [placeholder] | [H/M/L] |
+| 2 | [placeholder] | [placeholder] | [H/M/L] |
+| 3 | [placeholder] | [placeholder] | [H/M/L] |
+| 4 | [placeholder] | [placeholder] | [H/M/L] |
+| 5 | [placeholder] | [placeholder] | [H/M/L] |
+| 6 | [placeholder] | [placeholder] | [H/M/L] |
+| 7 | [placeholder] | [placeholder] | [H/M/L] |
+| 8 | [placeholder] | [placeholder] | [H/M/L] |
+| 9 | [placeholder] | [placeholder] | [H/M/L] |
+| 10 | [placeholder] | [placeholder] | [H/M/L] |
+
+---
+
+## 2. Passions
+
+> **What you do for fun even when nobody's paying.** These may overlap with skills or be completely separate. Both are fine.
+
+1. [placeholder]
+2. [placeholder]
+3. [placeholder]
+4. [placeholder]
+5. [placeholder]
+
+---
+
+## 3. Skills to Learn
+
+> **What would you learn if time and money weren't constraints?** These represent future leverage -- things that excite you enough to invest in.
+
+1. [placeholder]
+2. [placeholder]
+3. [placeholder]
+4. [placeholder]
+5. [placeholder]
+
+---
+
+## 4. Problems List (Target: 50+)
+
+> **The raw fuel for your business ideas.** Use the prompts below to push past the obvious. If you can't think of 10, force yourself to think of 20 -- the best ideas often come after you exhaust the obvious ones.
+>
+> **Prompts to generate problems:**
+> - "What tasks in my life/work are annoying and take 5x too long?"
+> - "What expensive thing do people want but can't afford?"
+> - "What works in another country/market but doesn't exist here?"
+> - "What can I do NOW that I couldn't do a year ago?" (AI/timing angle)
+> - "What do people around me constantly complain about?"
+> - "What frustrates me every single week?"
+> - "What would I fix if I had a magic wand?"
+
+| # | Problem | Who Has It? | How Painful? (1-10) | Category (see below) |
+|---|---------|-------------|:-------------------:|:--------------------:|
+| 1 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 2 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 3 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 4 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 5 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 6 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 7 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 8 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 9 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 10 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 11 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 12 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 13 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 14 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 15 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 16 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 17 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 18 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 19 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+| 20 | [placeholder] | [placeholder] | [1-10] | [A/B/C/D] |
+
+*(Keep adding rows until you hit 50+. The best ideas come after row 30.)*
+
+---
+
+## 5. Shapiro's 4 Categories
+
+> **Every viable business falls into one of these four patterns.** Use these as lenses to categorize your problems and spot opportunities you might have missed.
+
+### Category A: Make an Annoying Task 5x Easier
+> Something people already do but hate doing. Your product removes the friction.
+> *Example: TurboTax made filing taxes 5x easier than doing it by hand.*
+
+- [ ] Have I listed problems where people waste hours on tedious tasks?
+- [ ] Could any of my skills automate or simplify these?
+
+Problems that fit: [placeholder]
+
+### Category B: Less Expensive Version of Something People Want
+> A market exists, people pay premium prices, but a large segment is priced out.
+> *Example: Generic medications, budget airlines, Canva vs. hiring a designer.*
+
+- [ ] Have I listed expensive services/products that many people want but can't afford?
+- [ ] Could I deliver 80% of the value at 20% of the price?
+
+Problems that fit: [placeholder]
+
+### Category C: International Copy of Existing Winner
+> Something that works in one country/market but hasn't been brought to yours yet.
+> *Example: Rocket Internet built local copies of successful US startups across emerging markets.*
+
+- [ ] Have I looked at what's working in other countries/industries?
+- [ ] Is there a model I could adapt for my market?
+
+Problems that fit: [placeholder]
+
+### Category D: Product-Led Growth / Network Effects
+> The product gets better as more people use it, creating a moat.
+> *Example: Slack, Notion, Figma -- each new user makes the product more valuable for existing users.*
+
+- [ ] Are there problems where a community or network would amplify the solution?
+- [ ] Could users invite other users naturally?
+
+Problems that fit: [placeholder]
+
+### Category Coverage Check
+
+- [ ] I have at least 3 problems in Category A
+- [ ] I have at least 3 problems in Category B
+- [ ] I have at least 2 problems in Category C
+- [ ] I have at least 2 problems in Category D
+- [ ] I have considered AI-timing angles (things possible now that weren't 12 months ago)
+
+---
+
+## 6. Raw Niche Ideas (Skills x Problems Combos)
+
+> **Cross-pollinate your skills with your problems.** Pick your top 5-8 skills and your most painful problems, then ask: "Could I use [skill] to solve [problem] for [person]?" Don't judge yet -- just generate.
+
+| # | Skill Used | Problem Solved | For Whom? | Quick Gut Check (Excited? Y/N) |
+|---|-----------|----------------|-----------|:------------------------------:|
+| 1 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 2 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 3 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 4 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 5 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 6 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 7 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 8 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 9 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 10 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 11 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 12 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 13 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 14 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+| 15 | [placeholder] | [placeholder] | [placeholder] | [Y/N] |
+
+---
+
+## Summary
+
+- **Total skills listed:** [placeholder]
+- **Total problems listed:** [placeholder] (target: 50+)
+- **Total raw niche ideas:** [placeholder]
+- **Top 3 ideas to bring into Phase 2 (Niche Scoring):**
+  1. [placeholder]
+  2. [placeholder]
+  3. [placeholder]

package/skills/startupkit/templates/lead-strategy-template.md

@@ -0,0 +1,215 @@
+# Phase 6: Leads -- Lead & Nurture Strategy
+
+> **Goal:** Design your complete lead generation and nurture system. This covers how you find leads, how fast you respond, how you personalize follow-up, and how you maximize show rates.
+>
+> **Key principle:** Speed and persistence beat talent. The business that responds in 5 minutes and follows up 7 times beats the business with the better offer that responds in 24 hours.
+>
+> **Source frameworks:** 4 Pillars of Lead Nurture ($100M Playbook), Lead Gen Methods (money_online)
+
+---
+
+## 1. Four Pillars Scoring
+
+> **Rate yourself 1-10 on each pillar.** Be brutally honest -- this is your baseline. The goal is to get every pillar to 7+ before scaling your lead volume.
+
+### Pillar 1: Availability
+
+> How easy is it for leads to reach you and get a response? The more available you are, the more leads convert.
+
+| Factor | Your Plan | Score (1-10) |
+|--------|-----------|:------------:|
+| Days per week available for calls/meetings | [placeholder] | [1-10] |
+| Hours per day available for outreach | [placeholder] | [1-10] |
+| Scheduling flexibility (evenings/weekends?) | [placeholder] | [1-10] |
+| Self-scheduling option (Calendly, etc.)? | [Y/N -- link: placeholder] | [1-10] |
+
+**Availability Score:** [placeholder] / 10
+
+### Pillar 2: Speed
+
+> The #1 predictor of conversion. Leads contacted within 5 minutes are 100x more likely to convert than leads contacted after 30 minutes.
+
+| Factor | Your Plan | Score (1-10) |
+|--------|-----------|:------------:|
+| Target response time after inquiry | [placeholder -- gold standard: <5 min] | [1-10] |
+| Speed to first appointment (same day?) | [placeholder] | [1-10] |
+| Speed of follow-up after appointment | [placeholder] | [1-10] |
+| Automated instant response set up? | [Y/N] | [1-10] |
+
+**Speed Score:** [placeholder] / 10
+
+### Pillar 3: Personalization
+
+> Generic follow-up gets ignored. Personalized follow-up gets responses. This means knowing who they are and what they care about BEFORE you reach out.
+
+| Factor | Your Plan | Score (1-10) |
+|--------|-----------|:------------:|
+| Preferred communication method per lead | [placeholder] | [1-10] |
+| Lead qualification scoring system? | [Y/N -- criteria: placeholder] | [1-10] |
+| Segmented messaging (different messages for different types)? | [Y/N] | [1-10] |
+| Incentives for engaging (free resource, audit, etc.)? | [placeholder] | [1-10] |
+| Social proof/testimonials ready to share? | [Y/N -- number available: placeholder] | [1-10] |
+
+**Personalization Score:** [placeholder] / 10
+
+### Pillar 4: Volume
+
+> Consistent, persistent follow-up. Most sales happen between the 5th and 12th contact. Most salespeople give up after 2.
+
+| Factor | Your Plan | Score (1-10) |
+|--------|-----------|:------------:|
+| Follow-up cadence plan (see Nurture Sequence below) | [placeholder] | [1-10] |
+| Reminder schedule (automated + manual) | [placeholder] | [1-10] |
+| BAMFAM habit? (Book A Meeting From A Meeting) | [Y/N] | [1-10] |
+| Number of follow-up touches before marking lead cold | [placeholder] | [1-10] |
+
+**Volume Score:** [placeholder] / 10
+
+### Four Pillars Summary
+
+| Pillar | Score | Priority Action |
+|--------|:-----:|-----------------|
+| Availability | [placeholder]/10 | [placeholder] |
+| Speed | [placeholder]/10 | [placeholder] |
+| Personalization | [placeholder]/10 | [placeholder] |
+| Volume | [placeholder]/10 | [placeholder] |
+| **Overall** | **[placeholder]/10** | |
+
+> **Interpretation:** Below 5 on any pillar = fix it before adding more lead volume. Pouring leads into a leaky funnel wastes money.
+
+---
+
+## 2. Lead Channel Plan
+
+> **Ranked by effort-to-reward ratio.** Start with #1 (your existing network) and add channels only when the previous one is producing consistently.
+
+### Channel 1: Existing Network (Warm Outreach)
+
+> **Start here. Always.** Warm leads convert 5-10x better than cold. List 10 real people you will reach out to THIS WEEK.
+
+| # | Name | Relationship | Why Relevant | Outreach Date | Status |
+|---|------|-------------|-------------|:-------------:|:------:|
+| 1 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 2 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 3 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 4 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 5 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 6 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 7 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 8 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 9 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+| 10 | [placeholder] | [placeholder] | [placeholder] | [date] | [Sent/Replied/Booked/Done] |
+
+### Channel 2: Content Platform
+
+> Pick ONE platform where your target audience already hangs out. Post consistently before expecting results.
+
+- **Platform:** [LinkedIn / X / YouTube / TikTok / Newsletter / Blog / Podcast]
+- **Why this platform:** [placeholder]
+- **Posting frequency:** [placeholder]
+- **First 5 post ideas:**
+  1. [placeholder]
+  2. [placeholder]
+  3. [placeholder]
+  4. [placeholder]
+  5. [placeholder]
+
+### Channel 3: Communities
+
+> Join 3 communities where your target audience congregates. Contribute genuinely for 2-4 weeks before promoting anything.
+
+| # | Community Name | Platform | Size | Your Contribution Plan |
+|---|---------------|----------|:----:|----------------------|
+| 1 | [placeholder] | [placeholder] | [placeholder] | [placeholder] |
+| 2 | [placeholder] | [placeholder] | [placeholder] | [placeholder] |
+| 3 | [placeholder] | [placeholder] | [placeholder] | [placeholder] |
+
+### Channel 4: LinkedIn Sales Navigator
+
+> For targeted B2B outreach. Define your search criteria precisely.
+
+- **Job titles to target:** [placeholder]
+- **Industries:** [placeholder]
+- **Company size:** [placeholder]
+- **Geography:** [placeholder]
+- **Weekly outreach target:** [placeholder] connection requests
+
+### Channel 5: Cold Outreach (Last Resort)
+
+> Only after you've exhausted warm channels. Cold works but requires high volume and thick skin.
+
+- **Method:** [Email / LinkedIn DM / Other]
+- **Daily volume target:** [placeholder]
+- **Expected response rate:** [placeholder]% (typical: 2-5% for cold)
+- **Script/template location:** [reference to Phase 4 outreach scripts]
+
+---
+
+## 3. Nurture Sequence (Day-by-Day)
+
+> **From the $100M Playbook.** This is the follow-up sequence after someone expresses interest (opts in, replies, fills out a form). Speed and persistence are everything.
+
+| Timing | Action | Channel | Script/Notes |
+|--------|--------|---------|-------------|
+| **Minute 0-5** | Call immediately after opt-in. Double-dial (call, hang up after 1 ring, call again). | Phone | [placeholder -- what to say when they pick up] |
+| **Minute 5** | Leave voicemail + send text message | Phone + SMS | VM: "[placeholder]" / Text: "[placeholder]" |
+| **Hours 2-4** | Second double-dial attempt + text | Phone + SMS | Text: "[placeholder]" |
+| **Day 1 evening** | Third attempt via DIFFERENT channel | Email or DM | [placeholder] |
+| **Day 2 morning** | Call 2x + text after second call | Phone + SMS | [placeholder] |
+| **Day 2 evening** | Call 1x + text | Phone + SMS | [placeholder] |
+| **Day 3** | Call 2x + text | Phone + SMS | [placeholder] |
+| **Day 4** | Call 1x + text with new angle | Phone + SMS | Text: "[placeholder -- share a relevant insight or testimonial]" |
+| **Day 5** | Call 1x + text | Phone + SMS | [placeholder] |
+| **Day 6** | Call 1x + text with urgency | Phone + SMS | Text: "[placeholder -- mention limited availability]" |
+| **Day 7** | Final call + breakup text | Phone + SMS | Text: "[placeholder -- 'I don't want to bug you...']" |
+| **Week 2-4** | Transition to long-term nurture | Email / Content | Weekly value email: [placeholder] |
+| **Every 90 days** | Re-engagement with proof/results | Email | Share case study or testimonial: [placeholder] |
+
+> **Key stat:** 50% of leads who opt in will eventually buy... but not on Day 1. The nurture sequence is where the money is.
+
+---
+
+## 4. Show Rate Optimization Checklist
+
+> **Getting someone to book an appointment is only half the battle. Getting them to actually show up is the other half.** Each checkbox below increases your show rate.
+
+### Scheduling
+
+- [ ] **Appointments booked within 72 hours max** -- longer gaps = lower show rates
+- [ ] **Multiple scheduling options available:**
+  - [ ] Inbound (they click a link and book)
+  - [ ] Outbound (you propose specific times)
+  - [ ] Self-schedule (Calendly / Cal.com / similar)
+- [ ] **15-minute flex time slots** -- "Can you do Tuesday at 2:00 or 2:15?" feels easier to say yes to
+
+### Reminders
+
+- [ ] **Automated reminder: immediately after booking** -- confirmation email/text with calendar invite
+- [ ] **Automated reminder: 24 hours before** -- "Looking forward to our chat tomorrow at [time]"
+- [ ] **Automated reminder: 12 hours before** -- optional but effective
+- [ ] **Automated reminder: 3 hours before** -- "Quick reminder: we're meeting at [time] today"
+- [ ] **Manual personal reminder: night before** -- "Hey [Name], excited for our call tomorrow. Here's [relevant resource] to look at beforehand."
+- [ ] **Manual personal reminder: morning of** -- "See you in a few hours!"
+
+### Incentives & Proof
+
+- [ ] **Incentive for showing up** -- small gift card, free resource, exclusive content
+  - What I'll offer: [placeholder]
+- [ ] **Personalized proof sent before appointment** -- case study, testimonial, or result relevant to THEIR situation
+  - What I'll send: [placeholder]
+
+### During the Meeting
+
+- [ ] **BAMFAM: Book A Meeting From A Meeting** -- always schedule the next touchpoint before ending the current one
+  - "Before we wrap up, let's get [next step] on the calendar."
+
+### Show Rate Tracking
+
+| Week | Appointments Booked | Appointments Kept | Show Rate | Actions Taken |
+|:----:|:-------------------:|:-----------------:|:---------:|--------------|
+| 1 | [placeholder] | [placeholder] | [placeholder]% | [placeholder] |
+| 2 | [placeholder] | [placeholder] | [placeholder]% | [placeholder] |
+| 3 | [placeholder] | [placeholder] | [placeholder]% | [placeholder] |
+| 4 | [placeholder] | [placeholder] | [placeholder]% | [placeholder] |
+
+> **Target show rate:** 80%+. Below 60% = fix your reminder sequence before booking more appointments.