Forward Deployed Engineering Β· Skool Community Curriculum

Engineered Revenue Systems

A 7-module, 90-day entrepreneurship coaching system. You and your coach use this curriculum as a guidance framework to design, build, and refine a Core Marketing System and Revenue Vertical System for your business β€” automated, measurable, and repeatable.

β—† 7 Modules
β—† 90-Day Roadmap
β—† Templates & Checklists
β—† Live Exercises
β—† Coaching Guidance Framework
7
Total Modules
90
Day Roadmap
0
Modules Completed
25–55%
Productivity Lift via AI Fluency
90-Day Roadmap
Phase 1 β€” Foundation (Days 1–30)
Modules 1–3
β–Ύ
Week 1 β€” Orientation
  • Complete Module 1 orientation video and FDE overview
  • Fill out your 90-day success metrics worksheet
  • Post your intro and revenue goal in the Skool cohort
  • Map your current workflow for the AI audit in Module 2
Week 2–3 β€” AI Fluency
  • Complete Module 2: prompt strategy + tool stack selection
  • Run your AI audit β€” document top 3 automation opportunities
  • Set up your starter tool stack (automation + email + landing page)
  • Attend Week 2 showstopper event β€” live tool demo
Week 4 β€” Core Marketing Launch
  • Complete Module 3: audience capture + content engine setup
  • Publish your first lead magnet or content piece
  • Set your content cadence (posts/week, format, platform)
  • Activate first ethical growth loop (referral or share mechanic)
Phase 2 β€” Build (Days 31–60)
Modules 4–5
β–Ύ
Week 5–6 β€” Revenue Vertical
  • Complete Module 4: design your offer stack and positioning
  • Build landing page + email capture sequence (draft version)
  • Write first 3 emails in onboarding sequence
  • Launch to initial audience β€” first revenue test
Week 7–8 β€” Automation Layer
  • Complete Module 5: Zapier/Make automations live
  • Build lead-nurture workflow (minimum 5-step sequence)
  • Deploy first no/low-code app or dashboard via Replit Agent
  • Attend mid-cohort office hours β€” demo your system so far
Phase 3 β€” Scale & Continue (Days 61–90)
Modules 6–7
β–Ύ
Week 9–11 β€” Scale Systems
  • Complete Module 6: pricing tiers + annual upsell strategy
  • Set up cohort-based activation loop for your community/offer
  • Configure VPS or hosted environment for AI functions
  • Run first paid acquisition campaign or outbound sequence
Week 12 β€” Capstone & Coaching Review
  • Complete Module 7: final build of both systems end-to-end
  • Prepare and deliver live demo to cohort (10 min)
  • Receive peer + instructor feedback and iteration plan
  • Submit iteration plan within 48 hours β€” review with your coach
All Modules
Module 01
Orientation & Purpose
Understand FDE for small business, map the two core systems, and set your 90-day success metrics before anything else.
Module 02
AI Fluency for Operators
Prompt strategy, vibe coding basics, tool stack selection, and a full AI workflow audit to uncover your automation wins.
Module 03
Core Marketing System
Audience capture from zero: lead magnets, content engine, showstopper events, ethical growth loops, and SEO fundamentals.
Module 04
Revenue Vertical System
Offer design, funnel build, and end-to-end automation from first opt-in to retained client and recurring revenue.
Module 05
AI Engineering & Automation
No/low-code apps with Replit Agent, Zapier/Make workflows, and demo-driven development from prototype to production.
Module 06
Scale to Seven Figures
Pricing tiers, annual upsell strategy, cohort activation loops, and a VPS-hosted AI operating system that runs 24/7.
Module 07
Capstone & Final Build
Build both systems end-to-end, present your live cohort demo, and receive structured feedback to guide your next 90 days.

"You're not just adopting AI β€” you're deploying engineering-grade systems that turn chaos into cash flow."

Forward Deployed Engineering AI Business Integration Core Marketing System Revenue Vertical Solopreneur Automation Vibe Coding Cohort Activation Demo-Driven Dev
01
Module 01 Β· Orientation

Orientation & Purpose

Understand what Forward Deployed Engineering means for solopreneurs, map the two core systems you will build, and define your personal 90-day success metrics before moving to Module 2.

What is Forward Deployed Engineering?
Estimated: 5–7 min Β· Upload your video here
Micro-Lesson
What You Will Learn
  • FDE Defined for Operators: Forward Deployed Engineering bridges product capabilities to customer-specific outcomes. As a solopreneur, you are the engineer deploying systems tailored to your revenue goals β€” not just buying software and hoping it works.
  • Two Systems You Will Build: The Core Marketing System handles audience capture, content, and lead flow. The Revenue Vertical System covers your offer stack, funnel, automation, and analytics. Both work together as one operating model β€” neither is optional.
  • Why Most Solopreneurs Stall: They adopt tools, not systems. FDE discipline means you stop patching holes and start building verticals that generate revenue on autopilot. The difference between busy and scaled is architecture, not effort.
  • The 90-Day Aβ†’B Roadmap: Three phases β€” Foundation (Modules 1–3), Build (4–5), Scale & Continue (6–7). Each phase has a clear milestone. By Day 90, both systems are live and you and your coach have a clear picture of what to refine next.
  • Your Success Metrics: Before moving to Module 2, define at least three measurable outcomes. Examples: "500 email subscribers," "1 paying client," "automated onboarding sequence live." Vague goals produce vague results. Be specific here.
90-Day Success Metrics Worksheet
Complete This Before Moving to Module 2
  • I have defined my primary revenue goal for the 90 days β€” a specific dollar amount or client count
  • I have mapped my current workflow and identified the single biggest bottleneck
  • I have written 3 measurable milestones (one per phase) on my 90-day roadmap
  • I can explain the difference between the Core Marketing System and the Revenue Vertical System in one sentence each
  • I have posted my introduction and 90-day revenue goal in the Skool community cohort
  • I have reviewed the full 90-day roadmap and understand what is expected at each phase
Hands-On Exercise
Exercise 1 of 7
Map Your Current State → Desired State (Your A→B)
The FDE approach starts with a clear A→B map. Before you engineer a system, you must be honest about where you are today (A) and precisely define where you want to be in 90 days (B). This exercise is the foundation for everything else in the curriculum.
  • 1
    Describe your business today in 2–3 sentences: what you sell, how you find customers, and your current monthly revenue.
  • 2
    What is your single biggest revenue bottleneck right now? No list β€” just the one thing.
  • 3
    In 90 days, what does a successful outcome look like? Write a specific, measurable statement.
  • 4
    Which system β€” Core Marketing or Revenue Vertical β€” would move your needle most this month? Why?
βœ“ Saved
Demo & Office Hours
Module 1 β€” FDE Architecture Walkthrough
Live demo clip Β· ~8 min Β· Upload or embed here
The instructor maps the full FDE architecture on a whiteboard β€” showing how the Core Marketing System feeds into the Revenue Vertical System and how both connect to your AI Operating Model. Includes a real solopreneur example from first contact to retained client, fully automated.
FDE ArchitectureSystem MapLive Example
Week 1 Cohort Q&A β€” Common Questions
Office hours clip Β· ~12 min Β· Upload or embed here
Top cohort Week 1 questions: "What if I already have some tools set up?", "How do I prioritize Marketing vs. Revenue first?", and "What is the minimum viable version of the Core Marketing System to start generating leads?"
Q&ACohort InsightsOffice Hours

Mark complete after watching the lesson, filling the worksheet, and saving your State Map exercise.

02
Module 02 Β· Fluency

AI Fluency for Operators

Develop practical AI fluency through prompt strategy, vibe coding basics, and a full audit of your current workflow. Then select your budget-friendly tool stack and eliminate the automation opportunities hiding inside your business.

Prompt Strategy, Vibe Coding & Your AI Workflow Audit
Estimated: 6–7 min Β· Upload your video here
Micro-Lesson
What You Will Learn
  • Prompt Strategy Fundamentals: Effective prompts follow a five-part structure β€” Role + Context + Task + Format + Constraints. Mastering this framework turns AI from a novelty into a reliable business tool. Practice the describe–critique–iterate loop: never accept a first output; always prompt for a self-critique and then an improved version.
  • Vibe Coding Basics: Vibe coding means directing AI to write, debug, and deploy functional code through natural language. You do not need to be a developer. Tools like Replit Agent and Claude allow you to build dashboards, automations, and apps by describing what you want β€” the AI handles the syntax.
  • AI Audit of Your Workflow: Map every manual step in your current operations. Flag any task that is (1) repetitive, (2) rule-based, or (3) data-driven. These are your automation candidates. AI fluency increases solopreneur productivity 25–55% β€” most of that gain comes from eliminating exactly these three task types.
  • Budget Tool Stack Selection: You do not need enterprise tools. Recommended starter stack: Zapier or Make (automation) Β· ConvertKit or Beehiiv (email) Β· Carrd or Framer (landing pages) Β· Notion AI (knowledge base) Β· Claude or ChatGPT (AI assistant) Β· Loom (async video). Total monthly cost: under $100.
  • The Describe–Critique–Iterate Loop: Every AI output should go through three passes β€” describe what you want, ask the AI to critique its own output, then ask it to iterate based on that critique. Three passes dramatically improves quality and teaches you to engineer better prompts over time.
AI Workflow Audit Checklist
Identify Your Top Automation Opportunities This Week
  • List every manual, recurring task I do weekly β€” email responses, scheduling, reporting, content creation
  • Identify which tasks are repetitive AND rule-based β€” these are prime for automation first
  • Estimate time per week spent on each task β€” prioritize the highest-time items first
  • Select 3 automation candidates to tackle in Phase 1 of the roadmap
  • Set up my starter tool stack β€” at minimum: one automation tool + email platform + landing page builder
  • Practice the Describe–Critique–Iterate loop with at least 3 prompts this week
  • Document my chosen tool stack and monthly cost β€” keep under $100/month to start
Hands-On Exercise
Exercise 2 of 7
Your AI Audit + First Prompt Sprint
Complete your AI workflow audit and run a live prompt sprint. This exercise produces two deliverables: your audit output and your first structured prompt written using the Role + Context + Task + Format + Constraints framework β€” applied to a real task in your business.
  • 1
    List your top 3 repetitive tasks by time cost. Format each as: Task | Hours per week | Automation tool you will use.
  • 2
    Write a complete structured prompt for ONE of those tasks using the Role + Context + Task + Format + Constraints framework.
  • 3
    Run the Describe–Critique–Iterate loop: paste the AI's first output, then paste its self-critique, then paste the improved version.
  • 4
    Confirm your tool stack and total monthly cost. List each tool, its purpose, and its monthly price.
βœ“ Saved
Demo & Office Hours
Live Vibe Coding β€” Build a Lead Tracker in 15 Minutes
Demo clip Β· ~15 min Β· Upload or embed here
Watch the instructor use Claude + Replit Agent to build a simple lead tracking dashboard from scratch using only natural language prompts. No coding knowledge required. Demonstrates the full Describe–Critique–Iterate loop in action on a real solopreneur business problem.
Vibe CodingReplit AgentClaudeLive Build

Mark complete after the lesson, the audit checklist, and your prompt sprint exercise are all done.

03
Module 03 Β· Marketing

Core Marketing System

Build audience capture from zero β€” no mailing list required. Set up your lead magnet, content engine, showstopper event cadence, and first ethical growth loop. Then anchor it all in SEO and analytics data.

Audience Capture, Content Engine & Growth Loops
Estimated: 7 min Β· Upload your video here
Micro-Lesson
What You Will Learn
  • Audience Capture Without a List: You do not need an existing audience β€” you need a single compelling lead magnet. A free resource so useful your ideal client would pay for it. Formats that work: PDF checklist, mini-course, swipe file, calculator, or template. One well-positioned lead magnet deployed consistently builds a list faster than paid ads at a fraction of the cost.
  • Short-Form Content Engine: One piece of long-form content β€” an article, podcast episode, or video β€” generates 5–10 short-form pieces. Set a cadence you can sustain: 3 short-form posts per week minimum. Use AI to repurpose at scale. Platform priority: go where your buyer already spends time, not where you are comfortable.
  • Ethical Growth Loops: Growth loops compound over time. Referral mechanisms (bonus for sharing), community invite incentives, and share-to-unlock lead magnets are ethical, low-cost, and highly effective for solopreneurs starting from zero. Engineer one loop before moving to paid acquisition.
  • Showstopper Events: Weekly live events β€” Q&A, challenge, demo, or workshop β€” create urgency, build trust, and drive action faster than any email sequence. Even 20 attendees on a live call converts at 3–5x better than a passive email blast. Schedule yours before the end of this module.
  • SEO Fundamentals Anchored in Data: Focus on 3–5 long-tail keywords your buyer types when they have the problem you solve. Use free tools β€” Google Search Console and Ubersuggest β€” to track performance. One strong SEO article per month compounds over 12 months into consistent inbound traffic that costs nothing after it ranks.
Core Marketing System Setup Checklist
Core Marketing System β€” Build & Launch Checklist
  • Lead Magnet: I have identified my format and topic β€” it solves one specific problem for my ideal client
  • Landing Page: A simple opt-in page is live using Carrd, Framer, or equivalent with my lead magnet offer
  • Email Platform: ConvertKit, Beehiiv, or Mailchimp is set up with a 3-email welcome sequence active
  • Content Cadence: I have a documented posting schedule I can sustain for 90 days β€” days, platforms, formats
  • Growth Loop: I have one ethical growth mechanic active β€” referral bonus, share-to-unlock, or community invite
  • Showstopper Event: My first weekly live event is scheduled with a date, format, and topic set
  • SEO Baseline: I have 3–5 target keywords documented and Google Search Console installed (free)
  • Analytics: I am tracking weekly email subscribers, open rate, and content engagement in a simple dashboard
Hands-On Exercise
Exercise 3 of 7
Build Your Lead Magnet Brief + Content Cadence Plan
This exercise produces two deliverables you will actually deploy: your lead magnet concept ready to build, and your content cadence document ready to execute. Use AI to draft both, then run one Describe–Critique–Iterate loop on each.
  • 1
    Write your lead magnet brief: title, format, the one problem it solves, and your ideal client's job title or role.
  • 2
    Draft your 3-email welcome sequence β€” subject line and one-sentence goal for each of the three emails.
  • 3
    Write your content cadence plan: platform(s), posts per week, your 3–5 content pillar topics, and the AI tool you will use to repurpose long-form to short-form.
  • 4
    Describe your first growth loop mechanic in one paragraph: how someone shares, and what they and their referral receive.
βœ“ Saved
Demo & Office Hours
Build a Lead Magnet Landing Page in 20 Minutes
Live demo Β· ~20 min Β· Upload or embed here
The instructor builds a complete lead magnet landing page using Carrd (free tier), connects it to ConvertKit, and activates the 3-email welcome sequence β€” all in under 20 minutes. Includes AI-assisted copy for headline, opt-in button text, and the three welcome emails.
CarrdConvertKitLead MagnetLive Build

Mark complete after your lead magnet is defined, checklist reviewed, and content cadence is written and saved.

04
Module 04 Β· Revenue

Revenue Vertical System

Design your offer stack, build the funnel, and wire automation for every stage of the client lifecycle β€” from first opt-in to retained customer. This is where your marketing system converts to measurable revenue.

Offer Design, Funnel Build & Revenue Automation
Estimated: 7 min Β· Upload your video here
Micro-Lesson
What You Will Learn
  • Offer Design & Positioning: Your offer must answer three questions in under 10 seconds: Who is it for? What problem does it solve? What is the measurable outcome? Use a Business Validation Kit to test your positioning before building anything. Validate with 5 real conversations before writing a single sales page β€” assumptions are expensive.
  • Funnel Architecture: A solopreneur funnel has four stages: Awareness β†’ Opt-in β†’ Nurture β†’ Conversion. Module 3 built your Awareness layer. Now: the opt-in page captures emails, a 5–7 email nurture sequence builds trust and desire, and a conversion page or discovery call closes the sale.
  • Email Capture & Onboarding Sequence: The onboarding sequence is the most important email series you will write. Goal: get the subscriber to their first win within 48 hours of joining your list. A quick win creates trust, engagement, and buying intent simultaneously β€” it is the highest-leverage sequence in your entire funnel.
  • Automation for Client Delivery: Map every step of client onboarding and delivery, then automate: contract delivery via DocuSign + Zapier, welcome email + intake form, project setup in your PM tool, and first check-in reminder. A fully automated onboarding creates a $10,000 client experience on a $100 budget.
  • Analytics That Drive Decisions: Track only four numbers weekly β€” (1) Opt-in rate on landing page, (2) Email open rate, (3) Sales call booking rate from email, (4) Call-to-close conversion rate. If any of these stall, you know exactly where the funnel needs repair without guessing.
Revenue Vertical System Build Checklist
Funnel Build Checklist β€” Opt-In to First Revenue
  • Offer Validation: I have had 5 real conversations validating my offer positioning β€” not just assumed demand
  • Offer Brief: I have a one-page document with problem, solution, deliverables, price, guarantee, and ideal client defined
  • Sales/Conversion Page: My offer page is live with headline, proof point or testimonial, deliverables, price, and CTA
  • Nurture Sequence: 5–7 email sequence is written and active β€” each email has one job and one CTA only
  • Booking System: Calendly or equivalent is live and linked from email sequence and sales page
  • Onboarding Automation: Contract, intake form, and welcome email fire automatically on payment confirmation
  • Analytics: I am tracking opt-in rate, open rate, booking rate, and conversion rate on a weekly basis
Hands-On Exercise
Exercise 4 of 7
Write Your Offer Brief + Map Your Funnel
Your deliverables: a validated written offer brief and a fully documented funnel map. Both should be complete enough that someone else could build the funnel from your notes. Use AI to draft your nurture subject lines and sales page headline, then iterate.
  • 1
    Write your Offer Brief: Title Β· Who It Is For Β· The Problem Β· The Solution Β· 3 Deliverables Β· Price Point Β· Your Guarantee.
  • 2
    Map your 4-stage funnel. For each stage write: the tool you will use, the action that happens, and the success metric you will track.
  • 3
    Write subject lines for your 5-email nurture sequence. Each should create curiosity or urgency relevant to your specific offer.
  • 4
    Describe your automated onboarding flow: what event triggers it, what it sends, and in what order and timing.
βœ“ Saved
Demo & Office Hours
Full Funnel Build β€” Opt-In to Booking Automation
Live demo Β· ~22 min Β· Upload or embed here
Watch a complete funnel get wired together live: landing page β†’ email capture β†’ 5-email sequence β†’ sales page β†’ Calendly booking β†’ Zapier automated onboarding. Every tool used is free or freemium tier. The entire setup takes under 3 hours once you know the steps.
Full FunnelZapierConvertKitCalendly

Mark complete after your offer brief is written, funnel is mapped, and checklist is reviewed.

05
Module 05 Β· Automation

AI Engineering & Automation

Build no/low-code apps, deploy Zapier and Make workflows, and master demo-driven development to move from prototype to production. This is where you automate the systems you designed in Modules 3 and 4.

No-Code Apps, Zapier/Make & Demo-Driven Development
Estimated: 7 min Β· Upload your video here
Micro-Lesson
What You Will Learn
  • No/Low-Code Apps with Replit Agent: Describe your app in plain English to Replit Agent and it builds the code. Solopreneur use cases: client dashboard, lead scoring tool, content calendar, revenue tracker. You own the code, you can deploy it, and you never need to hire a developer for these workflows.
  • Zapier vs. Make β€” When to Use Each: Zapier is simpler and faster for linear workflows (if this happens, then do that). Make β€” formerly Integromat β€” handles complex multi-step logic, branching, and loops. Start with Zapier for your first five automations. Move to Make when you need conditional logic or direct API calls.
  • Core Automation Recipes for Solopreneurs: Four automations every solopreneur should build first β€” (1) New subscriber β†’ tag in CRM + trigger welcome sequence; (2) New booking β†’ create project in Notion + send intake form; (3) New content published β†’ log in analytics dashboard; (4) Invoice paid β†’ trigger full onboarding sequence. Each takes under 30 minutes to build in Zapier.
  • Demo-Driven Development: Never build in isolation. Build a prototype, demo it to yourself or a peer, collect one round of critique, then iterate. The cycle: 30 minutes building β†’ 5-minute demo β†’ 10-minute critique β†’ 20-minute iteration. Three cycles consistently produce production-ready output and prevent wasted builds.
  • Revenue Dashboard Setup: A simple dashboard keeps you accountable and spotlights what is working. Build one in Notion AI, Airtable, or a Replit app. Track four metrics: subscribers added this week, emails sent, leads booked, and revenue collected. Review every Monday for 10 minutes. This single habit compounds your decision-making quality over 90 days.
Automation Deployment Checklist
Module 5 β€” Automation Build & Deploy Checklist
  • Automation 1 LIVE: New subscriber β†’ CRM tag + welcome email sequence triggered automatically
  • Automation 2 LIVE: New booking or payment β†’ project created in Notion + intake form sent automatically
  • Automation 3 LIVE: At least one additional content or operations workflow automated (your choice)
  • Revenue Dashboard: 4 core metrics are live and I reviewed my dashboard this week
  • Replit App or equivalent: I have built and deployed at least one no/low-code tool using natural language prompts
  • Demo-Driven Cycle: I ran at least one full prototype β†’ demo β†’ critique β†’ iterate cycle during this module
  • Documentation: All automations are documented via screenshot or Loom so I can maintain and troubleshoot them
Hands-On Exercise
Exercise 5 of 7
Build & Document Your First 3 Live Automations
By the end of this exercise you will have three live automations running in your actual business. Document each using the format below so you can troubleshoot, maintain, and hand them off if needed. Then run one full Demo-Driven Development cycle.
  • 1
    For each of your 3 automations: write the Trigger, the Action, the Tool used, and the Test Result (did it work with your real data?).
  • 2
    Describe your Replit Agent app: what it does, the exact prompt you used to build it, and one improvement you made after your first demo of it.
  • 3
    List your 4 dashboard metrics and their current baseline values. Week 1 baseline is your starting point β€” it will compound from here.
  • 4
    Run one Demo-Driven Development cycle: describe your prototype, what the critique revealed, and exactly what you changed in your iteration.
βœ“ Saved
Demo & Office Hours
3 Automations Live in 45 Minutes
Live demo Β· ~45 min Β· Upload or embed here
The instructor builds all three core solopreneur automations live in Zapier: subscriber onboarding, booking-to-project, and weekly analytics report. Then builds a revenue tracker in Replit Agent using only natural language prompts. No code written manually at any point.
ZapierReplit AgentDemo-Driven DevLive Build

Mark complete after your 3 automations are live, dashboard is set up, and exercise is saved.

06
Module 06 Β· Scale

Scale to Seven Figures

Design pricing tiers and annual upsells, activate cohort-based growth loops, and build an AI operating system hosted on VPS. This module transforms a working system into a scalable, compounding one.

Pricing Tiers, Cohort Activation & Your AI Operating System
Estimated: 7 min Β· Upload your video here
Micro-Lesson
What You Will Learn
  • Pricing Tiers for Solopreneurs: Three tiers is the proven structure β€” entry-level (DIY or low-touch, $97–$497), core offer (done-with-you, $1,000–$5,000), and premium (done-for-you or retainer, $5,000+). Each tier solves the same problem at a different service level. Annual versions of each tier should exist β€” monthly-to-annual conversion increases client lifetime value 40–60% with zero additional acquisition cost.
  • Annual Upsell Strategy: The best time to offer an annual plan is immediately after a client achieves their first win. Build a win-trigger into your automation: when a client completes onboarding and reaches Milestone 1, an automated sequence offers the annual upgrade with a meaningful discount β€” two months free is the standard that converts best.
  • Cohort-Based Activation: Cohorts create urgency, community, and accountability simultaneously. Run quarterly cohort launches: a defined start date, a fixed number of seats, and a live kickoff call. Cohort members progress together, creating social proof, peer referrals, and higher completion rates than self-paced alone.
  • Member Growth Loops: Every satisfied member should refer at least one new member. Engineer this by offering a meaningful bonus β€” an extra session, a template pack, or a discount β€” to members who bring a referral. Track referral sources in your CRM. A 30% referral rate means your cohort effectively grows itself without paid acquisition.
  • AI Operating System on VPS: A VPS hosts your AI functions 24/7: a custom assistant trained on your business, an automated reporting bot, and scheduled content or email workflows. DigitalOcean or Render.com basic tier at $6–$12/month is sufficient. Replit deployments also serve as lightweight production environments for solopreneur-scale workloads.
Scale Architecture Template
Module 6 β€” Scaling Checklist: Tiers, Cohorts & VPS
  • Tier 1 (Entry): Offer is defined, priced, and live β€” self-serve or low-touch delivery model
  • Tier 2 (Core): Done-with-you offer is defined with clear deliverables, price, and onboarding flow
  • Tier 3 (Premium): Retainer or DFY offer is scoped, priced, and available to existing clients first
  • Annual Pricing: Annual version exists for at least one tier with a clear monthly savings message
  • Upsell Automation: Win-trigger sequence is built and fires automatically when client hits Milestone 1
  • Next Cohort Launch: Date, seat limit, and kickoff call format are scheduled and communicated
  • Referral Loop: Incentive is documented and communicated to all current active members
  • VPS or Production Environment: At least one AI function is deployed and running 24/7
Hands-On Exercise
Exercise 6 of 7
Design Your 3-Tier Offer Stack + Scale Plan
Produce your complete 3-tier offer stack document and cohort activation plan. This is your scaling blueprint β€” specific enough to implement the week you complete Module 6. Do not leave this exercise as a plan. Make it a deployable document.
  • 1
    Document all three tiers: Name Β· Price (monthly + annual) Β· Delivery method Β· What is included Β· Ideal client for each tier.
  • 2
    Write your win-trigger automation brief: what constitutes Milestone 1 for your client, and what the upsell sequence says across 3 emails.
  • 3
    Plan your next cohort launch: date, number of seats, kickoff call format, and the referral incentive you will offer current members.
  • 4
    Describe your VPS or production AI function: what it does, what platform it runs on, and how many hours per week it saves you.
βœ“ Saved
Demo & Office Hours
VPS AI Function Setup + Cohort Launch Blueprint
Live demo Β· ~25 min Β· Upload or embed here
Part 1: Deploy a simple AI reporting bot on Render.com that sends a weekly business summary email automatically β€” zero ongoing maintenance. Part 2: Walk through a complete cohort launch sequence β€” launch email, seat counter page, kickoff call structure, and referral loop automation in Zapier.
VPS DeploymentRender.comCohort LaunchReferral Loop

Mark complete after your 3-tier stack is documented, cohort plan is written, and your VPS function is deployed.

07
Module 07 Β· Capstone

Capstone & Final Build

Build and deploy your complete Core Marketing and Revenue Vertical Systems, present a live demo to your cohort and coach, and receive structured feedback to guide your next 90 days.

Capstone Overview β€” What to Build, Show, and Submit
Estimated: 5 min Β· Upload your video here
Capstone Brief
Capstone Requirements
  • What You Must Build β€” Core Marketing System: Live lead magnet Β· Opt-in page with working email capture Β· 3-email welcome sequence active Β· At least 4 content posts published Β· One documented ethical growth loop active. All must be live in your real business β€” not mockups or drafts.
  • What You Must Build β€” Revenue Vertical System: Live offer page Β· 5-email nurture sequence active Β· Booking or payment system connected Β· At least one automation running end-to-end Β· Revenue analytics dashboard with 4+ weeks of data. Both systems must work together as one operating model.
  • The Live Demo Format β€” 10 Minutes: (1) Context: 2 min β€” who you are and your 90-day goal. (2) System walkthrough: 4 min β€” show both systems live in your browser. (3) Results: 2 min β€” your four core metrics against your Day 1 baseline. (4) Iteration plan: 2 min β€” three specific improvements you will make in the next 30 days. Practice twice before your cohort session.
  • ERS Feedback Framework: Each presenter receives structured feedback from 2 cohort peers and the instructor β€” (1) What worked well and why it worked; (2) One thing to change immediately for a measurable improvement; (3) One growth unlock β€” a system enhancement that could 2x your results in the next quarter. Feedback is specific and actionable, never vague.
  • After the Capstone: Your coach and cohort use your demo and Day 1 vs. Today results to help shape your next 90-day plan. The EBOS Blueprint is designed to be revisited β€” many participants repeat Modules 4 through 6 each quarter as their offer and audience grow.
Pre-Demo Readiness Checklist
Confirm Every Item Before Your Cohort Demo Session
  • Core Marketing: Lead magnet, opt-in page, and 3-email welcome sequence are all live and testable
  • Core Marketing: At least 4 content posts published; my content cadence document is complete
  • Revenue Vertical: Offer page, 5-email nurture sequence, and booking or payment system are all live
  • Automation: At least one live automation is running and I can demonstrate it firing in real time during the demo
  • Metrics: I have 4+ weeks of data on all four core metrics and can show my Day 1 baseline vs. current
  • Demo Script: I have practiced my 10-minute demo at least twice and timed myself β€” it comes in under 10 minutes
  • All Exercises Saved: Module 1 through 6 exercises are saved and available to share with your coach
  • Iteration Plan: I have written my 3-improvement iteration plan and will submit it within 48 hours of my demo
Write Your 10-Minute Demo Script
Capstone Exercise β€” Exercise 7 of 7
Your Live Demo Script + Iteration Plan
Write your complete demo script using the four-part structure below. This is not just a plan β€” it is the script you will practice from. Keep each section tightly within its time limit. The clearest, most concise demos always get the best feedback.
  • 1
    Context (2 min): Who you are, your business, your 90-day goal, and your A-state when you started β€” be specific about where you were.
  • 2
    System Walkthrough (4 min): Show each system live. Core Marketing: lead magnet β†’ opt-in β†’ welcome email firing. Revenue Vertical: offer page β†’ nurture email β†’ booking β†’ automation firing in real time.
  • 3
    Results (2 min): Your four core metrics today vs. your Day 1 baseline. What moved? By how much? Be honest β€” partial progress is still progress.
  • 4
    Iteration Plan (2 min): Name 3 specific improvements β€” with measurable targets β€” you will make in the next 30 days to compound your results.
βœ“ Saved
Continuing Your Coaching Journey
What Happens Next
The EBOS Blueprint is a coaching guidance framework, not a one-time event. Completing all 7 modules means you now have a live Core Marketing System and a live Revenue Vertical System β€” the foundation you and your coach will continue to refine together.
β†’  Continue meeting with your coach and cohort to refine both systems based on real performance data
β†’  Use your iteration plan as the agenda for your next coaching sessions
β†’  Revisit your Module 1 reflection and 90-day metrics β€” set your next 90-day targets with your coach
β†’  Stay engaged in the ERS community for ongoing support and peer accountability
This guide is a framework for guidance and execution, not a guarantee of revenue, client, or growth outcomes. Results depend on your market, offer, effort, and ongoing coaching support.

Mark complete after your demo is delivered, feedback received, and iteration plan submitted for your coaching review.

R
Resource Library

Templates, Checklists & Downloads

A centralized library for the documents learners use while moving through the 90-day EBOS roadmap.

β–£
90-Day Success Metrics Worksheet
Worksheet
Set revenue goals, milestones, bottlenecks, and the baseline for the full program.
FoundationModule 1
β–€
AI Workflow Audit Checklist
Checklist
Identify repetitive tasks, automation candidates, and starter tool-stack requirements.
AI FluencyModule 2
β—ˆ
Lead Magnet & Content Cadence Brief
Template
Plan your lead magnet, welcome sequence, content pillars, cadence, and repurposing loop.
MarketingModule 3
β—†
Offer Brief & Funnel Map
Template
Document your offer, funnel stages, automation flow, and conversion metrics.
RevenueModule 4
β–§
Automation Build Checklist
Checklist
Track Zapier, Make, Replit, and demo-driven development steps for operational workflows.
AutomationModule 5
β—‡
Capstone Demo Checklist
Checklist
Prepare the final live demo, proof points, results table, and 30-day iteration plan.
CapstoneModule 7

Use these resources as working documents. The real output is a live Core Marketing System and a live Revenue Vertical System.

G
Reference

Glossary of Terms

Plain-English definitions for the key EBOS concepts used throughout the curriculum.

E
Engineered Revenue Systems
A structured approach for designing repeatable marketing, sales, automation, and operating systems around a business offer.
EBOS
Forward Deployed Engineering
A hands-on build model where strategy and implementation happen close to the real business problem, using working demos and fast iteration.
Method
C
Core Marketing System
The audience capture layer: lead magnet, opt-in page, content cadence, welcome sequence, and follow-up workflow.
System
Cohort Activation
A launch and learning model where participants move through defined milestones together with peer accountability and live support.
Growth
R
Revenue Vertical System
The conversion and delivery layer: offer design, funnel map, nurture sequence, booking, onboarding, and retention workflows.
System
C
Community & Links

Cohort Support Hub

A simple hub for community touchpoints. Replace placeholder links with the final Skool, video, calendar, and support URLs.

β–₯
Skool Community
Use this for weekly check-ins, wins, questions, and cohort accountability.
Add Link
β–£
Office Hours
Add the live coaching calendar or recurring call link for cohort sessions.
Add Link
β—‰
Video Library
Connect Loom, Vimeo, YouTube unlisted, or native course videos here.
Add Link
✦
Support
Add the support email, intake form, or private client helpdesk link.
Add Link