My First 7 Phases
34 steps. Every one supported by a Claude prompt or skill. Follow in order, tick off as you go — and you'll always know exactly where you are and what to do next.
Set Up Your Tools
Before anything else, get these 7 tools in place. Most are free. Each takes 5–10 minutes to set up. If you get stuck at any point, open Claude Code and ask it to guide you step by step.
Download Claude
Your AI co-pilot for every step in this roadmap. Download the desktop app so you can drag files, paste screenshots, and work hands-free.
Get ChatGPT Plus
ChatGPT's image generation (DALL·E) is useful for creating quick visuals. Sign up at chatgpt.com — the free plan is fine to start.
Create a GitHub Account
GitHub is where your website code lives. Create a free account at github.com — you'll need it to connect Vercel in the next step.
Create a Vercel Account
Vercel hosts your website pages for free. Sign in with GitHub — one click, no card needed. This is how your lead magnet pages and programme page go live.
Switch to an Instagram Business Account
You need a Business or Creator account to access insights, run ads, and connect ManyChat. Takes 30 seconds to switch — no content is lost.
Set Up ManyChat
ManyChat automates your Instagram DM replies — so when someone comments or DMs a keyword, they get the lead magnet link instantly, even while you sleep.
Download WhatsApp Business
WhatsApp Business lets you set quick replies, an away message, and a business profile — so parents always get a response, even if it's automated.
The Mindset That Makes Everything Work
Tactics without the right headspace will burn you out. Ground yourself in these first — then every step in this roadmap will feel lighter.
Every post, every DM, every webinar — lead with what's useful for them. When parents feel genuinely helped, trust builds naturally. Sales follow trust.
No result is failure — it's data. If something doesn't pull leads, tweak the hook, change the angle, post again. You only lose when you stop.
Don't spend two weeks perfecting a post. Ship it in two hours, see what lands, improve the next one. Speed of learning beats perfection every time.
Desperation repels. When you're grounded, your content feels safe and parents sense it. Take care of yourself — a calm tutor attracts calm, committed families.
You don't need everyone. You need the right parents — the ones who value what you do and show up consistently. Be specific about who you're for. The rest will self-select.
One post won't change your business. 100 posts will. Each reel, carousel, and DM reply is a small brick — invisible alone, but over months they build something your competitors can't copy.
Brand Foundation
Do this once. Get it right. Everything else builds on it — your colours, voice, and niche define every piece of content you create.
Define your niche
Who exactly do you help? Subject, level, and most importantly — the specific struggle. The more precise you are, the more parents feel like you're talking directly to them.
Build your brand colour palette
Consistent colours = instant recognition. Think Tiffany's turquoise, Uniqlo's red. Upload a screenshot of your IG or logo to Claude and extract your palette.
Define your brand voice
How do you sound? Warm? Direct? Encouraging? Playful? Your voice should feel like you — so parents feel they know you before they ever meet you.
Instagram Setup
Your storefront. First impressions happen here. A parent visits your profile in 3 seconds — your bio, pinned post, and highlights decide if they stay.
Optimise your IG bio
Clear niche + who you help + one CTA + your link. Under 150 characters. A parent should know within 3 seconds if you're right for their child.
Build your link-in-bio page
One Vercel page that houses all your lead magnets — so one bio link goes everywhere. No Linktree needed. Claude builds it in minutes.
Create branded IG highlight covers
5 covers: Free Resources · Testimonials · About Me · Tips · Enrol Now. Consistent style = professional profile at a glance.
Create your pinned carousel post
A 3–7 slide carousel addressing ONE specific pain point — ending with a CTA to comment a keyword for the free lead magnet. This is the engine of your funnel.
Post and pin to your IG profile
Go live. Then tap the three dots on the post → Pin to your profile. This stays at the top permanently until you replace it.
Lead Magnets
Give first. Trust follows. A single web page — not a PDF — that solves one problem so well that parents immediately think: "This person really knows what they're doing."
Build Lead Magnet 1 — General guide
Broad topic, wide appeal. 5–7 actionable steps on a single Vercel page. This is what you send in the ManyChat auto-DM.
Build Lead Magnet 2 — Specific tool
Solves ONE exact concept interactively. A worked example, a visual, or a mini calculator. This is what you promise in the WhatsApp follow-up DM.
Add email capture to both pages
Don't lose leads who browse but don't WhatsApp. A simple Google Form embedded at the bottom catches them — free, instant, no setup needed.
src="" attribute of the iframe code.Test both pages on your phone
Open each page on mobile. Read every word. Tap every button. If anything looks broken, describe what you see to Claude and ask it to fix it.
Run a Free Parents Webinar
Your strongest lead magnet is you, live. A free 60-min Zoom for parents builds trust fast — then at the end, you invite their kids to a paid workshop. Parents who show up already sold.
ManyChat Automation
Set it up once. It runs 24/7. When someone comments on your post, they instantly get your lead magnet — no manual sending, no missed leads.
Set up your ManyChat free account
Go to ManyChat, create a free account, and connect your Instagram. The free plan is enough to run your entire funnel at the start.
Create your Comment-to-DM flow
In ManyChat: New Flow → Comment trigger → choose your pinned post → set keyword (e.g. GUIDE) → auto-DM sends your lead magnet link instantly.
Write your follow-up DM (30–60 min later)
After they receive the lead magnet, send a warm check-in. Promise Lead Magnet 2 via WhatsApp — and ask for their number. This is how you bridge IG DM → WhatsApp.
Create a second keyword flow for Lead Magnet 2
A different post, different keyword, same funnel logic. Now you have two entry points — more chances to capture different parents at different stages.
Conversation & Closing
This is where students are won or lost. Not because of your programme — because of how you make parents feel heard. Listen first. Invite only when it's genuinely right.
Set up WhatsApp Business
Separate from personal. Add your business name, description, and hours. Set up quick replies for common questions. This is where your real conversations happen.
Write your WhatsApp conversation script
3 questions to ask. How to listen. When to offer. The goal is understanding — not selling. Parents who feel heard trust you.
Write your closing invitation
Not a pitch. An honest offer for the right fit. After listening, you share what you do simply — and invite them only if you genuinely believe you can help.
Handle the common objections
"Let me think about it." "It's too expensive." "We're already with another tutor." Prepare kind, honest responses — not rebuttals.
Programme Page
Your flagship offer. This is where warm leads become paying students. Build it once — it works for you every time someone asks "what do you offer?"
Define your signature programme
Name, duration, outcomes, price, who it's for. Get this clear before building the page — the page is only as strong as the offer behind it.
Collect 3 testimonials
Ask your current or past students/parents. One WhatsApp message is all it takes. Real words from real people outperform any copy you write.
Build your programme sales page
Hero · Problem · What's included · Testimonials · Pricing · FAQ · CTA. One page that answers every question a parent has before they message you.
Set up payment collection
ThriveCart is recommended for clean checkout pages. To start, PayNow or bank transfer with a simple confirmation message works fine.
Build a simple onboarding page
What happens after they pay. First steps, what to prepare, schedule, and how to contact you. Removes anxiety. Builds confidence.
Social Proof & Growth
Make your results visible. Let your students' wins do the selling. This phase turns happy parents into your most powerful marketing channel.
Build a testimonials / results page
Screenshots, quotes, before-and-after scores. One page that consolidates all your social proof. Link to it from your programme page and IG bio.
Create a content calendar
3 posts/week: 1 carousel (pain point) + 1 short tip reel + 1 personal/story post. Consistency compounds — each post seeds the next lead magnet request.
🎬 For reels, use CapCut or the built-in Edit app inside Instagram — both are free and beginner-friendly.
Build a referral system
Your happiest parents are your best marketers. Make it easy and natural for them to refer a friend. One WhatsApp message is all it takes to start.
Create a case study page
One student story. Before → struggle → what you did together → transformation. The most powerful sales page you'll ever have — because it's true.