Recurring Revenue Roadmap

In 30 seconds

Use this when you have clients, or before your next client starts.
In 5 steps, make a plan from joining to renewal, including support and pauses.
Start with the top one to three things you can apply.
Clients need better implementation, not more information. Help them get results and feel looked after.

How to use this page

Tap Copy in each step.
Paste it into ChatGPT, Claude or Gemini and send it. Keep using the same chat.
Answer one question at a time. Tell your AI what needs changing, then keep the plan.

Step 1: Map your milestones

You get: 4 to 8 milestones, grouped into stages, with ways to check each one.

Map your milestones

Scroll to read the whole box. Copy includes all the text.

Job of this box: help me map the 4 to 8 milestones my clients reach in my program, grouped into a few simple stages, and give them to me in one code block. Ask me one question at a time, and wait for my answer. BEFORE YOU START (read this first, then follow everything below the line) 1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing. 2. In your first reply, say: You can talk your answers instead of typing them, by voice note or the microphone on your keyboard. Long, messy answers are fine. Pull out what you need. 3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me. 4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat. 5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version. No long dashes in anything I will use. If you find notes about a business, check with me that they are about my own business before you use them. ---------- [PURPOSE] This is Step 1 of my client-success plan, the plan for everything from the day a client joins to the day they renew. This box maps only my milestones: the mini goals that show a client is on track, each with what "done" looks like, laid out as a simple roadmap of stages. It does not plan onboarding, support, check-ins or renewals. Those come in the next boxes. I should have the finished map within about five of your replies. [ROLE] You are a warm, practical coach who helps coaches and consultants set up their programs. The gap between where my clients start and where they want to be becomes my program. A good milestone is measurable and meaningful, so a client can tell when they have reached it. "Understand your ideal client" is vague. "Complete 10 ideal client interviews and identify 3 core pain points" is a milestone. A good map has 4 to 8 milestones in the order clients really move, grouped into stages rather than topics, with the basics first. A bad map lists topics or modules instead of results, has fifteen milestones, or has milestones nobody could check. Use this example for its shape, not its facts. It is part of my coach Marc Teo's own milestone list for his business coaching program, from his Client Success Toolkit: Validate Golden Offer → Created and validated by market with 5-10 paying clients DM Sales Process → System that generates at least 5 booked calls per week His roadmap runs in stages: Foundations first (the mindset, basic setup and core concepts), then Stage 1: Start, Stage 2: Scale and Stage 3: Soar, with call recordings and optional bonus workshops kept outside the main journey. If my milestones or my clients' journey are already in this chat, for example from another box, use them and skip the questions they answer. STEP 1. Ask: "Who do you help, and where are they when they start working with you? Describe it the way they would say it." STEP 2. Ask: "Where do they want to be by the end? What is the result they came to you for?" STEP 3. Ask: "Brain dump everything a client needs to do or have to get from the start to that result, in any order. If you already have milestones, for example from Marc's Signature Method playbook, paste them instead." STEP 4. Write my map: 4 to 8 milestones in the order clients really move, each with a short plain name and one line on what "done" looks like, using my words. Group them into 2 to 4 stages with plain names, basics first. Where I gave no way to check a milestone, suggest one built only from my words and mark it (suggested). Then ask: "Does this match how your clients really move? Tell me any milestone to merge, split, rename or move, or type ok." Make the changes I ask for, once, then go to the final output. Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask. If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided. If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need. RULES Keep I think or (suggested) beside the exact milestone detail it qualifies in every version; never move that uncertainty to the overall outcome. Use only my facts. Never invent results, numbers, timeframes, testimonials, client stories or credentials. A target I set for clients is a target, not a result. Where a true fact is missing, write a clear [blank], such as [how long this usually takes]. A result I hope for is not a result I have got, something that came after is not something that caused it, and any limit I put on a result, such as not measured yet or one client only, stays beside it in every version. Keep each detail under the part I said it belongs to, and put quotation marks only around words I said someone said or wrote. Keep my words of doubt, such as I think or maybe, exactly where I used them, in every version. Never copy Marc's milestones into my map. A plain stage name such as Foundations is fine if it fits my program. If I ask about onboarding, support or renewals, say they come in the next boxes and finish this first. If I say stop, end without another question. FINAL OUTPUT Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else: WHO I HELP: WHERE THEY START: WHERE THEY WANT TO BE: MY MILESTONES STAGE: [name] 1. [milestone]: done when [what they or I can check] 2. [milestone]: done when [what they or I can check] (and so on, 4 to 8 milestones in 2 to 4 stages) Keep any (suggested) mark and any [blank] inside the box. Keep every question outside the box. Outside the box, say in one line that I can paste it at the start of the next box when I am ready to plan my clients' first 7 days. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me the whole map again in one code block.

You're done when:

Your milestones show real progress in order, grouped into stages with basics first.

Why this works

For your first beta, teach and coach first. Return here when you need a proper setup.

Map where clients are now and their dream outcome. Write down the actions between them, then choose 4 to 8 measurable milestones.

“Complete 10 ideal client interviews and identify 3 core pain points” beats “understand your ideal client”.

Only include content that helps clients reach their next milestone.

Give each milestone 2 to 3 supporting materials at most. Group them into stages with basics first, keeping recordings and bonuses separate.

Bring existing milestones from Signature Method: https://signaturemethod.marcteo.com

See my example

Step 2: Plan the first 7 days

You get: A first-week plan with your welcome message, kickstart questions and quick win.

Plan your clients' first 7 days

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Job of this box: help me plan my new clients' first 7 days (a welcome message, my kickstart call questions and one quick win), and give it to me in one code block. Ask me one question at a time, and wait for my answer. BEFORE YOU START (read this first, then follow everything below the line) 1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing. 2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need. 3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me. 4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat. 5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version. No long dashes in anything I will use. If you find notes about a business, check with me that they are about my own business before you use them. ---------- [PURPOSE] This is Step 2 of my client-success plan. New clients decide in their first one to two weeks whether they made the right decision, and most programs lose clients there because the onboarding is weak, not the content. This box plans only those first 7 days: a short welcome message I send the day someone joins, the questions for my kickstart call, and one quick win they can finish within 7 days. It does not set my support, tracking, check-ins or renewals. I should have the finished plan within about five of your replies. [ROLE] You are a warm, practical coach who helps coaches and consultants onboard new clients. A good welcome message is short and warm, and tells the client exactly what to do first. Good kickstart questions ask how they are feeling, what they are excited and nervous about, make clear what they will focus on first, and set realistic expectations. A good quick win is one practical action a new client can finish in their first 3 to 7 days, 14 at most, that gives them a real result or a small breakthrough, ideally part of my first milestone. A bad plan tries to teach everything in week one, or makes the quick win a big project. Use these examples for their shape, not their facts. They are my coach Marc Teo's own: His welcome message is a few lines: it welcomes them, gives "the 3 most important links to get started", and ends warmly. Part of his kickstart call questions: How are you feeling about starting? (acknowledge emotions) What are you most nervous about? (address concerns early) Here's what success looks like in 30/60/90 days (set realistic expectations) His quick win for his own clients is a survey campaign: a simple form asking their audience about its biggest challenge, shared on social media. If my milestones or anything else from my plan is already in this chat, for example from the box before this one, use it and skip the questions it answers. STEP 1. Ask: "What do new clients need to do first when they join you? For example, fill in a form, book a call, join a group or watch a first lesson." STEP 2. Ask: "What should new clients know from day one about how you work together, and what does success look like in their first 30, 60 or 90 days? Rough is fine." STEP 3. Ask: "What is one practical thing a new client could finish in their first 7 days that would make them feel this is working? Type not sure if you don't know yet." STEP 4. Write my plan. If I was not sure about the quick win, suggest one built only from my milestones and what I told you, and mark it (suggested). Then ask: "Does this fit how you work? Tell me what to change, or type ok." Make the changes I ask for, once, then go to the final output. Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask. If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided. If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need. RULES Use only my facts. Never invent results, numbers, timeframes, testimonials, client stories, deadlines or credentials. Never promise what the quick win will get them, such as a number of leads or sales, unless I said so. Never invent a link: write [link to your ...] where one goes. Where a true fact is missing, such as what success looks like in 30 days, write a clear [blank]. A result I hope for is not a result I have got, something that came after is not something that caused it, and any limit I put on a result, such as not measured yet or one client only, stays beside it in every version. Keep each detail under the part I said it belongs to, and put quotation marks only around words I said someone said or wrote. Keep my words of doubt, such as I think or maybe, exactly where I used them, in every version. Write the welcome message in my words, never in Marc's. If I ask about support, tracking or renewals, say they come in the next boxes and finish this first. If I say stop, end without another question. FINAL OUTPUT Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else: MY FIRST 7 DAYS WELCOME MESSAGE (send the day they join): [3 to 6 short sentences in my voice, saying what to do first] KICKSTART CALL QUESTIONS: 1. [question] (5 to 7 questions: how they feel, what they are excited and nervous about, what they focus on first, what success looks like in 30, 60 or 90 days, and any questions before they start) MY QUICK WIN (within 7 days): What they do: Done when: Keep any (suggested) mark and any [blank] inside the box. Keep every question to me outside the box. Outside the box, say in one line that I can paste it at the start of the next box when I am ready to set my support and tracking. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me the whole plan again in one code block.

You're done when:

Your welcome, kickstart questions and quick win are ready, with a clear way to know it is done.

Why this works

You have about 7 to 14 days to show new clients they chose well. Welcome them with clear first steps.

Use the kickstart call to set expectations, timelines and first priorities. Ask how they feel and remind them why they joined.

Aim for a practical win in 3 to 7 days, or 14 at most. Mine is the survey campaign: https://rapidlaunch.marcteo.com.

Early results build belief, so clients stay and do the work.

Do not try to teach everything in week one. Give them clarity on what matters now and confidence that they are in the right place.

See my example

Step 3: Set your support and tracking

You get: Your support promise, tracker columns and colours, review day and check-in message.

Set your support and tracking

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Job of this box: help me write my support promise, set up my client tracker and write one check-in message for a quiet client, and give them to me in one code block. Ask me one question at a time, and wait for my answer. BEFORE YOU START (read this first, then follow everything below the line) 1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing. 2. In your first reply, say: You can talk your answers instead of typing them, by voice note or the microphone on your keyboard. Long, messy answers are fine. Pull out what you need. 3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me. 4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat. 5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version. No long dashes in anything I will use. If you find notes about a business, check with me that they are about my own business before you use them. Use aliases and remove identifying combinations of details for any client. Leave out phone numbers, emails and private information. ---------- [PURPOSE] This is Step 3 of my client-success plan. Clients should never have to guess how to get help from me, and I should never lose track of a client who has gone quiet. This box makes three short things: my support promise (how clients get help, how fast I reply and my boundaries), the columns and colours for my client tracker with a weekly review, and one personal check-in message I can send to a quiet client. It does not write check-in forms, renewals or upgrades. I should have the finished piece within about five of your replies. [ROLE] You are a warm, practical coach who helps coaches and consultants support their clients without burning out. A good support promise is short and clear: the format (1:1, group or both), where clients ask for help, how fast I reply, and when I am not available. A good tracker is simple enough to update every week: one row per client and a traffic light, green, orange or red. A good check-in message is short and personal, and asks how they are, with no guilt and no pitch. A bad version promises replies I cannot keep, tracks so much that I stop updating it, or reads like a reminder from a system. Use these examples for their shape, not their facts. They are my coach Marc Teo's own: His reply times in July 2025: he usually did not reply to messages before 12pm, aimed to acknowledge every message within 24 hours, and replied to work sent for feedback within 72 hours at most. His tracker columns: Name | Email | Traffic Light | Start Date | Check-In/Renewal Date | Notes/Status (wins, focus, challenges, etc.) | Program Type | Main Focus His colours today count the days since he last touched base with a client (a 1:1, a group call they spoke on, or a chat): green 0 to 14 days, orange 15 to 30, red 31 or more, reviewed every week. His check-in message: "Hey XX, just wanted to check how have you been! Any updates or questions you might have that you’ll like me to support you with ASAP?" If my plan or my client details are already in this chat, for example from an earlier box, use them and skip the questions they answer. STEP 1. Ask: "How do your clients get support from you today? For example 1:1 calls, group calls or chat messages, and roughly how many clients you have." STEP 2. Ask: "How fast can you honestly reply to messages, and are there times you don't reply? Type not sure if you haven't decided." STEP 3. Ask: "How would you like to sort clients into green, orange and red? You can count the days since you last spoke with each one, go by how engaged they seem, or type not sure." STEP 4. Write all three pieces. If I was not sure how to sort my clients, use Marc's way of counting days since the last touch as a starting point, marked (suggested), and tell me I can change the numbers. If I have fewer than about 10 clients, say in one line that a full tracker can wait, and keep my columns to the few I need. Then ask: "Does this fit how you work? Tell me what to change, or type ok." Make the changes I ask for, once, then go to the final output. Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask. If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided. If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need. RULES Use only my facts. Never invent results, numbers, testimonials, client stories or credentials. Never promise a reply time I did not give: suggest one, marked (suggested), or write [your reply time]. A result I hope for is not a result I have got, something that came after is not something that caused it, and any limit I put on a result, such as not measured yet or one client only, stays beside it in every version. Keep each detail under the part I said it belongs to, and put quotation marks only around words I said someone said or wrote. Keep my words of doubt, such as I think or maybe, exactly where I used them, in every version. Never put a real client's name or details into the tracker or the message: use [name]. Write the support promise and the message in my words, never as a copy of Marc's. If I ask about check-in forms or renewals, say they come in the next boxes and finish this first. If I say stop, end without another question. FINAL OUTPUT Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else: MY SUPPORT PROMISE (for my welcome message): [3 to 5 short lines: the format, where to ask for help, how fast I reply, and when I am not available] MY CLIENT TRACKER COLUMNS: [column] | [column] | [column] GREEN means: ORANGE means: RED means: WEEKLY REVIEW: [day], check every client's colour and send a personal message to anyone orange or red. MY CHECK-IN MESSAGE (for a quiet client): [2 to 4 short sentences, with [name] where their name goes] Keep any (suggested) mark and any [blank] inside the box. Keep every question to me outside the box. Outside the box, say in one line that I can paste it at the start of the next box when I am ready to plan how I keep clients close between calls. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me all three pieces again in one code block.

You're done when:

Your support promise, tracker rules, weekly review day and personal check-in are ready.

Why this works

Make your support, reply times and availability clear from day one. Say how clients get personal help.

Once you have about 10 to 20 clients, review everyone weekly.

Count days since your last 1:1, group call where they spoke, or chat. Green means 0 to 14 days.

Orange means 15 to 30 days. Red means 31 days or more.

In July 2025, I usually did not reply before 12pm. I aimed to acknowledge messages within 24 hours and give feedback within 72 hours.

Check in personally with quiet clients. Copy my Simple Client Tracker: https://recurringrevenue.marcteo.com/tracker

See my example

Step 4: Keep them close between calls

You get: A monthly client check-in and a short update on what is coming.

Write your monthly check-in and update

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Job of this box: help me write my monthly client check-in and one short "what's coming" update for my clients, and give them to me in one code block. Ask me one question at a time, and wait for my answer. BEFORE YOU START (read this first, then follow everything below the line) 1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing. 2. In your first reply, say: You can talk your answers instead of typing them, by voice note or the microphone on your keyboard. Long, messy answers are fine. Pull out what you need. 3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me. 4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat. 5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version. No long dashes in anything I will use. If you find notes about a business, check with me that they are about my own business before you use them. ---------- [PURPOSE] This is Step 4 of my client-success plan: keeping clients close between calls. Clients forgive slow progress, but not feeling invisible, and most of them assume I am not doing anything between calls unless I tell them. This box makes two short things: a monthly check-in my clients fill in, with a few short questions about them and only one about me, and one short update telling my clients what I am working on for them next. It does not set my support, my tracker or my renewals. I should have the finished piece within about four of your replies. [ROLE] You are a warm, practical coach who helps coaches and consultants keep their clients engaged. A good monthly check-in is about the client, not about me: their wins, their challenges, how they feel, where they need help and what they will focus on next. It takes about 5 minutes, asks for a "top 2-3" rather than long lists, and ends with one 0 to 10 score for my support and one optional box. A good "what's coming" update shares something real I am working on and why it helps them, with no hype. A bad check-in turns into a long survey about me, and a bad update talks about something that does not exist yet as if it is ready. Use these examples for their shape, not their facts. They are my coach Marc Teo's own: Part of his Monthly Check-In, ten short questions on one page: Your top 2-3 biggest wins last month Your top 2-3 biggest challenges last month What is the ONE thing you most want my help with right now? On a scale of 0-10 (and no picking 7!), how happy are you with the support you’re getting from me? What would make it a 10? (optional) When he taught this in July 2025, he announced his product upgrades every quarter: what he was working on and what clients could expect next. If my plan or my client details are already in this chat, for example from an earlier box, use them and skip the questions they answer. STEP 1. Ask: "What do you most want to know from each client every month, so you can support them better? Type not sure and I will suggest some." STEP 2. Ask: "What are you working on next for your clients, such as a new resource, a workshop or a change to your program? Tell me if it is ready now or still coming. Type nothing yet if there is nothing." STEP 3. Write both pieces. Then ask: "Does this fit? Tell me what to change, or type ok." Make the changes I ask for, once, then go to the final output. Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask. If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided. If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need. RULES Use only my facts. Never invent results, numbers, testimonials, client stories, dates or credentials. If what I am working on is still coming, say it is coming, give a date only if I gave one, and never say it is ready now. If I have nothing yet, write [what I am working on next] in the update and say outside the box that I can fill it in when I have something. A result I hope for is not a result I have got, something that came after is not something that caused it, and any limit I put on a result, such as not measured yet or one client only, stays beside it in every version. Keep each detail under the part I said it belongs to, and put quotation marks only around words I said someone said or wrote. Keep my words of doubt, such as I think or maybe, exactly where I used them, in every version. Use Marc's questions only for their shape, and write mine for my clients and my work. If I ask about renewals or upgrades, say they come in the next box and finish this first. If I say stop, end without another question. FINAL OUTPUT Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else: MY MONTHLY CHECK-IN (about 5 minutes) Opening line: [one sentence saying why I ask] 1. [question about my client] (6 to 9 short questions about my client, then these two last:) [one 0 to 10 question about my support] [one optional question: what would make it a 10?] MY "WHAT'S COMING" UPDATE: [3 to 5 short sentences I can post or send] Keep any (suggested) mark and any [blank] inside the box. Keep every question to me outside the box. Outside the box, say in one line that I can paste it at the start of the next box when I am ready to plan renewals and pauses. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me both pieces again in one code block.

You're done when:

Your check-in focuses on the client, with only one support score, and your update is ready.

Why this works

Keep one home for everything and one place for quick messages. I use Skool and WhatsApp.

Organise announcements, questions and support, wins and progress, and resources.

Share your learning, tests, mistakes, struggles and wins. People connect with someone human.

Tell clients what is coming. I announced product upgrades every quarter so they could see us growing together.

Celebrate wins with permission: https://testimonials.marcteo.com. Being seen helps clients keep showing up.

Ask monthly about their numbers, wins, challenges, momentum and where they need help. Ask what they will focus on next, then act on feedback so they see changes.

See my example

Step 5: Plan renewals, pauses and upgrades

You get: A renewal conversation and a reply for clients who pause or cancel.

Plan your renewal and pause replies

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Job of this box: help me write my renewal conversation and my reply for a client who wants to pause or cancel, and give them to me in one code block. Ask me one question at a time, and wait for my answer. BEFORE YOU START (read this first, then follow everything below the line) 1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing. 2. In your first reply, say: You can talk your answers instead of typing them, by voice note or the microphone on your keyboard. Long, messy answers are fine. Pull out what you need. 3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me. 4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat. 5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version. No long dashes in anything I will use. If you find notes about a business, check with me that they are about my own business before you use them. Use aliases and remove identifying combinations of details for any client. Leave out phone numbers, emails and private information. ---------- [PURPOSE] This is Step 5 of my client-success plan. Good results do not automatically lead to renewals: clients stay when they see a clear path forward with me, and they leave when the conversation feels like a sales pitch. This box makes two things: a renewal conversation I have with a client 30 to 60 days before their renewal date, and a calm reply for when a client wants to pause or cancel. It does not write prices, an offer page or an upgrade campaign. I should have the finished piece within about five of your replies. [ROLE] You are a warm, practical coach who helps coaches and consultants keep clients without pushing. A renewal conversation is about serving, not selling. Its shape: celebrate how far they have come; ask them to score themselves from 1 to 10 in a few key areas, before they joined and today; ask for the top three reasons that keep them from a 10 out of 10; then, only if I believe I can keep helping, ask permission to share how we could continue; and if I am not the right fit for their next phase, offer to refer them to someone who is. A good pause or cancel reply follows three steps: acknowledge their decision without being defensive, seek to understand why and offer another arrangement if one fits, and ask them to decide by a certain date. A bad version guilt-trips, argues, hides the way out, or talks price before the review. Use these examples for their shape, not their facts. They are my coach Marc Teo's own: From his renewal review: "what are some of the top three reasons you feel that's preventing you from getting to a 10 out of 10?" From his three steps: "I appreciate you letting me know. These decisions aren't always easy." and "Take a week to think it through and let me know by Friday." From his cancel reply: "Is this choice what you truly believe what serves you best right now, or might it be coming from a place of stress, frustration, or overwhelm?" If my plan or my client details are already in this chat, for example from an earlier box, use them and skip the questions they answer. STEP 1. Ask: "What are the 3 to 5 key areas your clients would score themselves on, from 1 to 10? For example clarity, confidence or the result they came for. Type not sure and I will suggest some from your work." STEP 2. Ask: "If a client renews, how could you keep working together? Describe the options in plain words. You don't need to give prices. Type not sure if you haven't decided." STEP 3. Ask: "When a client wants to pause or cancel, what can you offer instead, if anything? For example a short pause, lighter support or a different arrangement. Type none if you don't offer one." STEP 4. Write both pieces. Then ask: "Does this sound like you? Tell me what to change, or type ok." Make the changes I ask for, once, then go to the final output. Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask. If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided. If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need. RULES Use only my facts. Never write a price, discount, bonus, guarantee or deadline I did not give: write a clear [blank] instead, such as [your renewal price]. Keep each option's details under that option, exactly as I gave them, and never move them to another option. The client's scores, wins and reasons come from the client on the call, so write them as questions to ask, never as facts about them. Use [day] for the decision date unless I gave one. A result I hope for is not a result I have got, something that came after is not something that caused it, and any limit I put on a result, such as not measured yet or one client only, stays beside it in every version. Put quotation marks only around words I said someone said or wrote. Keep my words of doubt, such as I think or maybe, exactly where I used them, in every version. Write in my words, never as a copy of Marc's lines. If I ask for an upgrade message, say it is a separate piece and finish this first. If I say stop, end without another question. FINAL OUTPUT Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else: MY RENEWAL CONVERSATION (30 to 60 days before the renewal date) 1. Celebrate: [what I say to open] 2. Score, before and now: [the 3 to 5 areas, each scored 1 to 10, then and now] 3. The gap: [my question about the top three reasons they are not at a 10 yet] 4. Ask permission: [what I say before sharing how we could continue] 5. How we could continue: [each option in plain words, with a [blank] for anything I did not give] 6. If I am not the right fit: [what I say to offer a referral] MY PAUSE OR CANCEL REPLY: [4 to 8 short sentences: thank them and acknowledge, ask what is behind it, what I can offer instead if anything, and ask them to decide by [day]] Keep any (suggested) mark and any [blank] inside the box. Keep every question to me outside the box. Outside the box, say in one line that this finishes my client-success plan, and that I can keep adding to it as I grow. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me both pieces again in one code block.

You're done when:

Your renewal conversation offers continued help or a referral. Your pause reply acknowledges their decision, explores alternatives and sets a decision date.

Why this works

Start renewals 30 to 60 days early, including automatic ones. Early on, use 1:1 calls.

Clients need a path forward, even when results are good.

Compare scores before and now from 1 to 10. Ask their top three reasons for not reaching 10.

Ask permission to offer continued help only if you believe you can help. Otherwise, offer a referral.

Set options and prices in Golden Offer Step 4: https://goldenoffer.marcteo.com

Acknowledge pause requests, ask why, explore another arrangement and agree a decision date.

My reply, video and form help them decide, and leaving is okay.

Upgrade only clients already winning: consistent results, high engagement, at least 3 to 6 months together, or requesting more support.

See my example

Want the thinking behind it?

Read first

Getting clients is one part of the work. Helping them succeed turns a sale into recurring revenue.

This is my Client Success Toolkit for coaches, consultants, agencies and team leaders.

Broken delivery can lose clients even when the content is good. I want you to support them without burning out.

Build the basics first, then add to your plan as you grow.

Better implementation, not more information

I have drowned clients in content and burned out with one-to-one delivery. Aim for the middle with four kinds of support.

Information means giving a relevant 10-minute answer instead of a 3-hour masterclass. Be their GPS and show the next turn.

Implementation means accountability and sessions where you build together. Bring a draft and improve it together.

Infrastructure means tools that help without you, such as templates, scripts, checklists, playbooks and AI.

Inspiration means reminding clients why they started and giving them space to move forward.

Guide, not guru

You can guide people from a few steps ahead. You do not need to know everything or save anyone.

Give direction and support without controlling their decisions or taking responsibility when they do not act.

Some clients were more experienced and earned more than me. They joined because I could guide them through something difficult.

Being magnetic brings people in, and being effective helps them stay. This is the core of my Magnetic Leader Blueprint.

Retention is psychological

Clients forgive slow progress more readily than feeling invisible. Keep connecting their work to their bigger goals.

Set expectations before payment: success, timelines, your responsibilities, theirs, the process and likely challenges.

Attention can drop after signup, so keep reminding clients why they are here and showing their progress.

My Monthly Check-In takes about 5 minutes, with ten short questions on one page. One scores my support, and an optional box asks what would make it a 10.

Build only what your stage needs

Start with a roadmap, welcome message, kickstart call and first steps. Add weekly calls if possible, check who is involved, and keep regular one-to-ones plus renewal and cancellation scripts.

Learn what clients need before building systems. Use live workshop recordings for modules instead of spending months making polished videos.

After your first 10 to 20 clients or so, build systems for work you repeat. When a question repeats 3 to 5 times, create a resource.

Add custom AI tools only after your foundations are set up.

Original examples

My example milestones for a business coaching program, from my Client Success Toolkit2025

Back to Step 1

Validate Golden Offer → Created and validated by market with 5-10 paying clients Content Ecosystem → Consistently creating 3x content per week with at least 20 engagements each DM Sales Process → System that generates at least 5 booked calls per week Effortless Sales System → Process with at least 50% conversion rate after 10+ qualified calls High Performance Foundation → Daily system with 80% completion rate of key activities

These are the milestones for my own program, not yours. When I showed them in the workshop, I told the room they were mine and asked what theirs would be. The numbers are targets for my clients to reach, not results.

What to notice

Each milestone has a short name, then an arrow, then what "done" looks like in a way you could check.

My roadmap stages, from my Client Success Toolkit2025

Back to Step 1

Foundations → Essential stuff, especially when starting out. The mindset, basic setup, and core concepts they need before anything else works. Stage 1: Start → What to do to kickstart their progress, especially if they're in earlier stages. Focus on momentum and quick wins. Stage 2: Scale → After they've got momentum going. How to expand, improve, and grow what's already working. Stage 3: Soar → How to continue growing and improving. Usually more strategy-based than very practical stuff. Advanced optimization. Call Recordings → Access to past calls so they can learn from previous sessions and common questions. Bonus Workshops & Courses → Optional stuff, only if needed. Don't make these part of the main journey.

From my written Client Success Toolkit, which I walked my clients through live in my Recurring Revenue Workshop in July 2025 and last edited in November 2025. Word for word, with the bold type removed and a blank line between the stages. In the toolkit it sits under a screenshot of my classroom, which is not shown here.

My welcome message for new clients2025

Welcome to Master Implementers!!💙 Here are the 3 most important links to get started: 1. Onboarding Guide: (link removed) 2. Skool Community: (link removed) 3. Book your Kickstart Call: (link removed) With that, just wanted to say I'm SUPER excited to have you work with us, and we'll do whatever it takes to make sure you get the results you're looking for. Feel free to reach out if you ever have any questions, and have an amazing week ahead yes!! Talk soon :)

The welcome message I sent new clients in 2025, word for word, except that I replaced its three links with (link removed), because they were my own addresses at the time.

The first email in my onboarding email sequence2025

Back to Step 2

Subject: [MI] Welcome to Master Implementers! 🥳 Hey {{ subscriber.first_name }}, Let me be the first to say...welcome to Master Implementers! I understand these decisions usually carry so much emotion: excitement, nervousness... And you might be asking yourself: “Did i really make the right decision?” I get it, I’ve been there. I just want you to know, you’re in great hands, and you’re in the right place. Welcome home! [...] I’ll also be sending you an email every day for the next week, just to make sure you are feeling supported by us 💙 But also more importantly, to get you crystal clear on your next moves. Again, welcome aboard! Super excited to be working with you ⚡ Marc "Master Implementer" Teo P.S. If you need anything at all or have any questions or thoughts to share, feel free to reach out :)

The email new clients got the moment they joined, from the sequence I wrote in 2025. {{ subscriber.first_name }} is where my email tool put each person's first name. Where you see [...], I left out four lines: a lesson I learned from a mentor, and my request to finish my onboarding page, with its link at the time. I have rewritten my welcome emails since.

My kickstart call sample questions, from my Client Success Toolkit2025

Back to Step 2

How are you feeling about starting? (acknowledge emotions) What are you most excited about? (reinforce positive motivation) What are you most nervous about? (address concerns early) Here's exactly what you'll focus on first (eliminate overwhelm) Here's what success looks like in 30/60/90 days (set realistic expectations) Any questions before we get you started? (final opportunity for clarity)

From my written Client Success Toolkit, which I walked my clients through live in my Recurring Revenue Workshop in July 2025 and last edited in November 2025. Word for word, without the italics and bullet points. The words in brackets say why I ask each question.

Brainstorming quick wins with the room, from my Recurring Revenue Workshop15 July 2025

Back to Step 2

[00:32:18] Marc T: So my example for me, which is what I call the survey campaign. [...] [00:32:35] Marc T: It was a very intentionally designed activity to get all of you some quick wins, some quick progress in a short period of time. [00:33:05] Marc T: So the thing is, for you to think about, what's one quick win you feel that can help your client get in the first, let's say, three to seven, or at the maximum to about first 14 days? [...] [00:34:48] Marc T: So, [client], very quickly, what I might think about is, can I in the first seven days, I can collect whatever onboarding details from you, I can use AI, maybe, or my own work, to immediately, right, blast. [00:35:00] Marc T: your story to all your 200 PR contacts, and hopefully you get at least 5 to 10 potential responses in 7 days or less. [00:35:08] Marc T: So if you can do it in the first 7 days, then people will be like, oh crap, that's great, that's nice, right, got some results. [...] [00:36:14] Marc T: Yeah, clarity works as well. [00:36:15] Marc T: So obviously, clarity works. [00:36:17] Marc T: That's not as strong as something practical.

My lines from the live workshop. [client] replaces a client's name. That client works in PR, and I was suggesting a quick win they could give their own new clients. The 5 to 10 responses were what I hoped for, not a result. Where you see [...], I left out other people's ideas from the chat and my replies to them. The recording garbled a few words.

How I set my reply times, from my Recurring Revenue Workshop15 July 2025

Back to Step 3

[00:43:09] Marc T: So for example, hey, by the way, FYI, I typically do not reply messages before 12 p.m. [00:43:15] Marc T: And number two is, right, my goal is to always acknowledge your message in 24 hours or less. [00:43:20] Marc T: That's my goal, right? [00:43:21] Marc T: But my way is, especially if you're submitting assets or offers or any, or content or feedback, right? [00:43:26] Marc T: I have a 72 hour maximum response rate. [00:43:29] Marc T: We will try not to hit that level, but that's what we're going to try to do. [...] [00:44:07] Marc T: If they're not clear, like what I just mentioned over here earlier, then people get confused and then just start infringing on your boundaries or they have no expectations. [00:44:15] Marc T: They just expect anything that they can think about.

My lines from the live workshop. These were my reply times in July 2025, here only for their shape. Where you see [...], I left out the part where I listed the questions to ask yourself about your support, which are in the teaching above. The recording garbled a few words.

My traffic lights, what I tracked, and my Simple Client Tracker2025

Back to Step 3

Simple traffic light system: Green → Active and engaged Yellow → Showing up but quiet Red → Missing in action What I track personally (5 key things): Attendance → Are they showing up to calls? Questions/feedback → Are they engaging and asking for help? Celebrate wins → What progress are they making? Implementation/updates → Are they actually doing the work? Social media → Are they posting and staying visible? The follow-up system: If someone goes yellow or red, [my assistant] or I reach out via DM for check-ins. Every week we do this. My Simple Client Tracker, column by column: Name Email Traffic Light Start Date Check-In/Renewal Date Notes/Status (wins, focus, challenges, etc.) Program Type Main Focus

The last part lists the column headings of my Simple Client Tracker, word for word. The sheet itself has no client details in it, only sample colours, and it uses orange where my toolkit says yellow. You can open it and make your own copy at https://recurringrevenue.marcteo.com/tracker.

My check-in and sharing messages, from my Client Success Toolkit2025

Back to Step 4

Direct DM check-ins: “Hey XX, just wanted to check how have you been! Any updates or questions you might have that you’ll like me to support you with ASAP?” Community cross-sharing: “Thanks for sharing XXXX! Is it okay for you to share in the community so others can benefit & get inspired too? Thanks man!”

From my written Client Success Toolkit, which I walked my clients through live in my Recurring Revenue Workshop in July 2025 and last edited in November 2025. The two sample messages, word for word, under the names my toolkit gives them. XX is where the client's name goes, and XXXX is where I name what they shared.

Never underestimate the power of a personal check-in, from my Recurring Revenue Workshop15 July 2025

Back to Step 3

[00:49:19] Marc T: So what I do is, like I see every week I check in which clients are active, which clients are not, right? [00:49:24] Marc T: And then what I do is I can just copy this message. [00:49:28] Marc T: I can change the name. [00:49:30] Marc T: And then I just copy and paste to whoever I feel I need to get an update from. [...] [00:49:37] Marc T: Usually Wednesdays or Mondays, I take some time, right? [00:49:40] Marc T: And I just DM people that I feel that I needed some updates on. [...] [00:49:43] Marc T: And I actually care, right? [00:49:43] Marc T: I actually want to find out how you guys, because why? [00:49:45] Marc T: I do not like getting paid but not creating value. [...] [00:49:48] Marc T: Number two, number two is, what I've learned over the years is that sometimes people just need their personal check-in to get some results or progress, right? [...] [00:50:00] Marc T: Whether you're new, you're starting out, or you are just growing, right? [00:50:03] Marc T: Never underestimate the power of a personal check-in.

My lines from the live workshop. Where you see [...], I left out a few short filler lines. The recording garbled a few words.

My Monthly Check-In questionsOctober 2026

Back to Step 4

1. New clients last month (optional) 2. Total cash collected last month 3. Your top 2-3 biggest wins last month 4. Your top 2-3 biggest challenges last month 5. On a scale of 0-10 (and no picking 7!), how’s your momentum & confidence right now? 6. Which areas do you need the most help with right now? Pick up to 3. 7. What is the ONE thing you most want my help with right now? 8. Your top 2-3 focus areas for this month 9. On a scale of 0-10 (and no picking 7!), how happy are you with the support you’re getting from me? 10. What would make it a 10? (optional)

The ten questions I have asked my clients every month since October 2026, word for word, all on one page that takes about 5 minutes. On the page, each question has a short line of help under it, and question 6 lets clients pick up to 3 areas from a list. The form is about my clients, not about me: only question 9 scores my support, and question 10 is optional.

Under questions 5 and 9, the page says: No 7s allowed. Is it closer to a 6 or an 8?

Sharing my journey and what is coming, from my Recurring Revenue Workshop15 July 2025

Back to Step 4

[00:58:05] Marc T: So one quick thing is, you also realize that I don't just share good stuff all the time, right? [00:58:11] Marc T: I share the personal stuff. [00:58:12] Marc T: I share my ups and downs. [00:58:14] Marc T: I share my struggles, right? [...] [00:58:20] Marc T: Like people don't want to work with just someone who tried to paint himself as perfect or amazing with zero mistakes. [...] [00:58:30] Marc T: I think people want, like people want to see that you are human, right? [00:58:34] Marc T: You're someone with challenges, with real growth, they connect with you. [00:58:37] Marc T: Connection creates loyalty, loyalty creates retention. [...] [00:59:12] Marc T: Basically, what I do is every quarter, I would tend to announce what I call my product upgrades, right? [00:59:19] Marc T: Or my product roadmap, right? [00:59:20] Marc T: Or basically, what are some announcements that all of you can expect? [00:59:23] Marc T: So this, what I realized is one of the most effective things for client retention, right? [00:59:29] Marc T: Especially if you're working on stuff on a regular basis, letting people know what you're up to, what you're learning, what upgrading yourself on, because why? [00:59:35] Marc T: Clients want to know that they're growing together with you. [00:59:38] Marc T: They don't want to work with someone who is just being stagnant all the time.

My lines from the live workshop, about my WhatsApp updates and my quarterly announcements. Where you see [...], I left out a few short filler lines. The recording garbled a few words.

My renewal conversation, from my Recurring Revenue Workshop15 July 2025

Back to Step 5

[01:03:28] Marc T: Okay, so, what happens is people assume that good results automatically do renewals, not necessarily, right? [01:03:33] Marc T: People would stay on also because they see a path with you, right? [01:03:38] Marc T: And they feel that there's some form of future with you, okay? [01:03:42] Marc T: So, again, renewal conversations are not about selling, they're about serving, they're helping people figure out what makes sense for them in a mixed phase of goals. [...] [01:04:02] Marc T: Okay, so when you have them, in my opinion, whether you're progressing at autumn renewal or not, can always have this convo 30, 60 days before the renewal date, right? [01:04:08] Marc T: Or maybe about one year mark with you, don't wait until the last minute, okay? [...] [01:06:30] Marc T: So then, what I do is, I get them, number one, to acknowledge how far they have gone, right? [...] [01:06:44] Marc T: Number two is, then I ask them to reflect, what are some of the top three reasons you feel that's preventing you from getting to a 10 out of 10? [01:06:52] Marc T: And it's really for me to understand, why is it not a 10 out of 10? [...] [01:07:31] Marc T: Number one, acknowledging their progress. [01:07:34] Marc T: Number two, you're getting them clarity of what they need to work on for the next phase of their lives. [01:07:39] Marc T: And then, hey, if your program makes sense, offer them. [01:07:41] Marc T: If not, and this is about keeping integrity and serving the client, which is if you believe you're not the right fit for the person right now, do you know anyone else you can refer this person to? [...] [01:13:27] Marc T: Yeah, but I think one thing to note is I will do a draft DM just for renewal directly. [01:13:32] Marc T: Yeah, I wouldn't recommend it if you're starting out, because I would like all of you to do one-to-one renewal calls in the early stages of the business.

My lines from the live workshop. "a mixed phase of goals" is how the recording heard "the next phase", and "autumn renewal" is "auto renewal". Where you see [...], I left out the scoring form I showed on screen, a number about how well that old process worked that I can no longer check, the part where I shared my prices at the time, and my part on pauses, cancellations and upgrades. The last two lines are about renewing by DM instead of on a call.

The first three slides of an old renewal presentation of mineDate not recorded

Back to Step 5

What’s Next? Support for next phase of your journey First Things First: Coaching Assessment WHERE ARE YOU RIGHT NOW & WHERE DO YOU WANT TO BE, & WHY? Do: Focus on Finding Direction Don’t FOMO Do: Focus on Sustainable Success Don’t: Force Do: Strategic & Intentional Action Don’t: Sticking to Comfort Zone Do: High Impact Activities Don’t: Doing Everything Alone DABBLER / DOER HUSTLER GO-GETTER INNOVATOR TRAILBLAZER

The words on the first three slides, word for word, one text box per line. I have not used this presentation for a long time. After these slides came a guarantee, the programs I offered then with their prices, and how to pay. I left all of those out, because they were the terms and prices of that time, not today's.

What to notice

The order: what is next for them, a coaching assessment, then where they are now, where they want to be and why. The options only come after that.

My three steps and my reply for pauses and cancellations, from my Client Success Toolkit2025

Back to Step 5

My 3-step process: 1) Acknowledge their decision. Don't be defensive. Thank them for sharing with you. "I appreciate you letting me know. These decisions aren't always easy." 2) Seek to understand why. See if you can come up with alternative arrangements. Look for areas you can learn from too. Sometimes it's timing, sometimes it's financial, sometimes it's misalignment. 3) Ask them to make a decision by a certain date. No pressure, but you need clarity for planning. "Take a week to think it through and let me know by Friday." [...] Here’s my example: “Hey [Name], Thanks for your message and for being open about where you’re at! I completely understand, sometimes life shifts and priorities change. All you need is to watch this video, complete the form & we'll process this for you: 👉 (link removed) Also, before you decide, this is something I always ask clients to check in with themselves: Is this choice what you truly believe what serves you best right now, or might it be coming from a place of stress, frustration, or overwhelm? Sometimes a short pause or small shift in support is all we need. If you’d like to explore that, just let me know, happy to chat and see what might help. Either way, I’ve got your back! 💙”

From my written Client Success Toolkit, which I walked my clients through live in my Recurring Revenue Workshop in July 2025 and last edited in November 2025. Word for word, with the bold type and italics removed. Where you see [...], I left out a short part about how I set up the video and the form, which the teaching above covers. I replaced the link to my cancellation page at the time with (link removed). [Name] is where the client's name goes.

My upgrade message, from my Client Success Toolkit, with its money amounts left blank2025

Back to Step 5

"Hey [Name], wanted to share a pretty cool & special offer we're doing just for this month! In short, would y'all be interested to upgrade to a private mentorship/quarterly or bi-annual subscription moving forward? You'll get to enjoy some cost savings as a result: $[blank]/3mths (save $[blank]) $[blank]/6mths (save $[blank]) $[blank]/12mths (save $[blank]) Plus an additional one-hour strategic coaching call with me to recoup your investment ASAP. You can always switch back to monthly/current tier anytime. Let me know if you have questions!"

From my written Client Success Toolkit, which I walked my clients through live in my Recurring Revenue Workshop in July 2025 and last edited in November 2025. Word for word, except the money amounts. Each price and each saving is now $[blank], because the savings were worked out from my old prices. Put in your own numbers, or leave a line out. I only send this to clients who are already winning.

Takeaways

Guide clients towards their next milestone.
You are responsible TO clients, not FOR them.
Clients renew for relationships. Help them feel seen.
Say what support includes and check in personally.
Renewals serve their next phase. Pauses and cancellations are normal.

Start today

Pick one to three things this week: reflection or monthly check-ins, personal messages, or sharing client wins with permission.

Run Steps 1 and 2 before your next client starts.

Add Steps 3 to 5 over the next few weeks.

AI Implementation Toolkit

Download the AI Implementation Toolkit. Open a new chat in your AI (ChatGPT, Claude or Gemini), attach the file, then type start and send.

Download AI Implementation Toolkit (.md)