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Transitioning to Your First Paying Client

This is how the transition to self-employment needs to happen …

With Paying Clients in Hand

Imagine this moment…

You’re flying over the Andes, en route to Santiago and beyond, when an unexpected LinkedIn message pings in. Someone found your chapter in a book you co-published with us, and they want more. They’re asking to follow your content, engage in conversation, and now, you’ve got a Zoom call scheduled for next week. This isn’t just idle chatter. This could be your first paid coaching client.

One of our clients found themselves in a situation like this. They followed the strategy we teach (leveraging their chapter), even without posting content. Suddenly, someone reached out. They hadn’t even started building an audience yet, and now, here was a real opportunity knocking.

Their mind raced: What should I ask on the call? How do I turn this conversation into something meaningful, maybe even a coaching relationship? How much should I charge in case of a coaching relationship?

You can probably feel the excitement and the tension. This is the exact moment where your corporate knowledge, your unique expertise, and our publishing strategy converge into something powerful. You haven’t left your job yet, but opportunities are already lining up.


If you are a member of the Strategy Control Room (Advanced), you can access the full Mechanization Optimization Strategy Business Case here. If you would like to enroll as a member, you can learn more about it here.


It’s the moment where you’re not just writing a chapter. You’re laying the groundwork for a new career, one where clients come to you, and they’re ready to pay to work with you because you have already demonstrated your expertise and the value you can deliver.

So, what happens next?

This is the precise process we’ve designed: to help you create real-world opportunities, to have those calls with prospective clients scheduled, and to not start from zero when you make the leap to self-employment. No guesswork. No ‘starting from scratch.’

Instead, you can have paying clients in hand before you even walk out the door of your current role.

We’ve done this. We’ve seen it happen time and time again. And now, it’s your turn.

In this 3 part Legacy program, we focus on signing your first client when moving to self-employment, including:

– What protects you from burnout (Episode 1, 6:00)
– Conditions that must be met before you know if you are focusing on the right market (Episode 1, 9:00)
– Being stuck in a green card process example (Episode 1, 9:30)
– Crucial criterion when selecting the market (Episode 1, 11:40)
– Dangers of intoxicating freedom and how to avoid a mistake many new business owners make (Episode 1, 13:15)
– Questions to ask yourself to determine what you should focus on (Episode 1, 17:00)
– The foundation of how to help people (Episode 2, 0:50)
– Key distinction of why people come to you (Episode 2, 2:00)
– What many mentors don’t do, but they must (Episode 2, 6:30)
– A tell where you know a client is heading in the wrong direction (Episode 2, 9:50)
– The key thing to do to prevent large losses (Episode 2, 12:00)
– A formula to use with clients (Episode 2, 14:30)
– How to structure the conversation with a potential client (Episode 3, 1:30)
– The approach to use to collect the information you need to advise the client (Episode 3, 2:50)
– A powerful technique we use with clients to get the data needed to provide informed guidance and coaching (Episode 3, 4:50)
– Structuring the coaching program with a client (Episode 3, 7:20)
– Why session-by-session coaching is not effective and how you can explain it to a client (Episode 3, 9:20)
– Something you must never do when agreeing to coaching engagement (Episode 3, 10:50)
– Technology to use (Episode 3, 12:30)
– What people think helps but actually hurts the effectiveness of coaching sessions (Episode 3, 13:15)
– What adds value to coaching (Episode 3, 14:00)

If you’re a Legacy member, the full program (Parts 1, 2 and 3) is now available in your account on StrategyTraining.com.

Not a Legacy member yet? Enroll here: www.strategytraining.com (scroll to membership options).

And if you want to be a co-author in the next book we are putting together with some of our outstanding senior clients, you can learn more and apply here. This is the type of book that this client was a part of. Our signature books with selected senior clients.

We’re committed to your success and are here to support you. Feel free to reach out with questions at [email protected].

Thank you for being part of the StrategyTraining community.

Access New Program (Legacy Members)

P.S. If you are an Insider, you can upgrade to Legacy and come back to Insider WITHOUT losing Insider status. To upgrade, you can go to the Legacy section on StrategyTraining.com, the system will offer an option to upgrade. The system will also automatically use any credit you have associated with your Insider account towards Legacy membership. As a Legacy member, you will not only unlock additional programs within the Legacy membership area but will be able to submit 2 questions per month and receive tailored input from Michael or me, taking into account the specifics you shared of your unique situation. That alone is worth a lot more than the cost of the upgrade. You can get personalized guidance twice a month. If, down the road, you want to switch back from Legacy to Insider, please email [email protected] so we can ensure your Insider status is retained (provided there are no gaps in membership).

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