- 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
- 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
- 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)
- 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
- 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
- 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
- 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
"You're not just adopting AI β you're deploying engineering-grade systems that turn chaos into cash flow."
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.
- 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 AβB Roadmap: Three phases β Foundation (Modules 1β3), Build (4β5), Scale & Continue (6β7). 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.
- 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
- 1Describe your business today in 2β3 sentences: what you sell, how you find customers, and your current monthly revenue.
- 2What is your single biggest revenue bottleneck right now? No list β just the one thing.
- 3In 90 days, what does a successful outcome look like? Write a specific, measurable statement.
- 4Which system β Core Marketing or Revenue Vertical β would move your needle most this month? Why?
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 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 describeβcritiqueβiterate 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 25β55% 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 DescribeβCritiqueβIterate 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.
- 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 DescribeβCritiqueβIterate loop with at least 3 prompts this week
- Document my chosen tool stack and monthly cost β keep under $100/month to start
- 1List your top 3 repetitive tasks by time cost. Format each as: Task | Hours per week | Automation tool you will use.
- 2Write a complete structured prompt for ONE of those tasks using the Role + Context + Task + Format + Constraints framework.
- 3Run the DescribeβCritiqueβIterate loop: paste the AI's first output, then paste its self-critique, then paste the improved version.
- 4Confirm your tool stack and total monthly cost. List each tool, its purpose, and its monthly price.
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 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 5β10 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 3β5x better than a passive email blast. Schedule yours before the end of this module.
- SEO Fundamentals Anchored in Data: Focus on 3β5 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.
- 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 3β5 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
- 1Write your lead magnet brief: title, format, the one problem it solves, and your ideal client's job title or role.
- 2Draft your 3-email welcome sequence β subject line and one-sentence goal for each of the three emails.
- 3Write your content cadence plan: platform(s), posts per week, your 3β5 content pillar topics, and the AI tool you will use to repurpose long-form to short-form.
- 4Describe your first growth loop mechanic in one paragraph: how someone shares, and what they and their referral receive.
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 & 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 5β7 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.
- 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: 5β7 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
- 1Write your Offer Brief: Title Β· Who It Is For Β· The Problem Β· The Solution Β· 3 Deliverables Β· Price Point Β· Your Guarantee.
- 2Map your 4-stage funnel. For each stage write: the tool you will use, the action that happens, and the success metric you will track.
- 3Write subject lines for your 5-email nurture sequence. Each should create curiosity or urgency relevant to your specific offer.
- 4Describe your automated onboarding flow: what event triggers it, what it sends, and in what order and timing.
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/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 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
- 1For each of your 3 automations: write the Trigger, the Action, the Tool used, and the Test Result (did it work with your real data?).
- 2Describe 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.
- 3List your 4 dashboard metrics and their current baseline values. Week 1 baseline is your starting point β it will compound from here.
- 4Run one Demo-Driven Development cycle: describe your prototype, what the critique revealed, and exactly what you changed in your iteration.
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 for Solopreneurs: Three tiers is the proven structure β entry-level (DIY or low-touch, $97β$497), core offer (done-with-you, $1,000β$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 40β60% 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 $6β$12/month is sufficient. Replit deployments also serve as lightweight production environments for solopreneur-scale workloads.
- 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
- 1Document all three tiers: Name Β· Price (monthly + annual) Β· Delivery method Β· What is included Β· Ideal client for each tier.
- 2Write your win-trigger automation brief: what constitutes Milestone 1 for your client, and what the upsell sequence says across 3 emails.
- 3Plan your next cohort launch: date, number of seats, kickoff call format, and the referral incentive you will offer current members.
- 4Describe your VPS or production AI function: what it does, what platform it runs on, and how many hours per week it saves you.
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.
- 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.
- 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
- 1Context (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.
- 2System 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.
- 3Results (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.
- 4Iteration Plan (2 min): Name 3 specific improvements β with measurable targets β you will make in the next 30 days to compound your results.
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
Templates, Checklists & Downloads
A centralized library for the documents learners use while moving through the 90-day EBOS roadmap.
Use these resources as working documents. The real output is a live Core Marketing System and a live Revenue Vertical System.
Glossary of Terms
Plain-English definitions for the key EBOS concepts used throughout the curriculum.
Cohort Support Hub
A simple hub for community touchpoints. Replace placeholder links with the final Skool, video, calendar, and support URLs.