Dashboard Phase 4 Action System
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Phase 4  ·  Action System
Phase 4 • Your Action System

Stop waiting.
Start here.

Everything in this page exists for one reason: so you never have to wonder "what do I do next?" Scripts, templates, daily actions, weekly rhythms — organized by path, ready to use today.

Section 1

Scripts That Actually Work

Copy these. Customize the brackets. Send them. The hardest part isn't the words — it's pressing send. These scripts handle the words.

Cold LinkedIn message to a recruiter

LinkedIn / Email — Recruiter outreach

Hi [First Name],

I came across your profile while researching [Company Name] and noticed you specialize in placing candidates for remote sales roles.

I'm actively exploring B2B remote sales opportunities — specifically [SDR / AE / Customer Success] roles. I have a background in [your background in plain language] and I've been building my skills in sales communication, discovery, and objection handling.

Would you be open to a quick 15-minute call this week? I'd love to learn what you're seeing in the market right now.

Thanks,
[Your Name]

Keep this short. Recruiters scan. The goal is a call — not to explain your whole story in a message.

Cold application follow-up (no response in 5 days)

Email follow-up — after submitting an application

Subject: Following up — [Role Title] application


Hi [Hiring Manager's Name],

I wanted to follow up on my application for the [Role Title] position I submitted on [date].

I'm genuinely excited about this role — particularly [one specific thing about the company or role that actually interests you]. I believe my background in [relevant experience] positions me well to contribute quickly.

If there's anything additional you need from me, I'm happy to provide it. I'd welcome the chance to connect briefly if that's useful.

Thank you for your time,
[Your Name]

One follow-up is completely appropriate. Two is the max. After that, move on and keep your pipeline full.

Answer: "Tell me about yourself" in an interview

Interview opener — customize for your actual story

I have about [X years] of experience in [your background — retail, healthcare, education, customer service, etc.], where I spent most of my time [what you actually did — helping customers, solving problems, managing situations, communicating with people].

What I found over time is that the skills I'd been building — listening to what people actually need, asking the right questions, following through on what I said I'd do — translate directly into sales. That's what drew me toward remote B2B sales specifically.

I've spent the past [timeframe] intentionally building that foundation, and I'm excited to bring that into a role where I can contribute quickly and keep growing.

This works because it connects your past to sales honestly. Don't pretend you've "always wanted to be in sales." Just explain the real throughline.

Thank you message after an interview

Email — within 2 hours of the interview

Subject: Thank you — [Role] conversation


Hi [Interviewer's Name],

Thank you for taking the time to speak with me today about the [role] position.

Our conversation about [one specific thing you discussed — their team structure, a challenge they mentioned, their growth goals] stuck with me. I walked away even more confident that this is the right environment for me.

I'm excited about the opportunity and look forward to hearing about next steps.

Thank you again,
[Your Name]

The specific detail in line 3 is what makes this land. Generic thank-you notes get ignored. Specific ones get remembered.

Reaching out to your personal network

Text, DM, or email — people who already know you

Hey [Name], hope you're doing well.

I'm starting to offer [what you do — VA services / resume writing / social media content / sales support / etc.] as a service and I'm working with my first few clients.

If you know anyone who might need help with [the specific problem you solve], I'd really appreciate the connection. I'm also offering a discounted rate for the first few people while I build my portfolio.

No pressure at all — just wanted to reach out since you came to mind.

Thanks,
[Your Name]

Don't send this as a mass message. Personalize it. One message to 10 specific people beats one message to 50 people who can tell it's a copy-paste.

Cold outreach to a small business owner

Instagram DM or email — finding businesses who need what you offer

Hi [Name],

I noticed [something specific — your Instagram hasn't been updated / your Google reviews haven't been responded to / you don't have a booking system on your site].

I help small business owners with [what you do] so they can focus on running their business instead of worrying about [the problem].

Would you be open to a quick 15-minute call to see if it might be a fit? No pitch, just a conversation.

[Your Name]

The "I noticed" line is everything. It shows you actually looked at their business. Most outreach skips this and goes straight to selling. You'll stand out.

Closing your offer on a discovery call

Discovery call closing — after you've listened and understood their situation

"Based on what you've shared, it sounds like the main thing holding you back is [the core problem they described in their words]. That's exactly what I help with.

Here's what working together would look like: [your offer, simply described — what you do, how long it takes, what they get at the end].

The investment is [your price]. Does that feel like something you'd want to move forward with?"

Then stop talking. Let them respond. The silence after "does that feel like something you want to move forward with" is uncomfortable — but it belongs to them, not you.

Following up after a client says "I need to think about it"

Email — 2 to 3 days after the call

Subject: Following up — [their name or company]


Hi [Name],

Following up from our call. I've been thinking about [the specific problem they mentioned] and I'm confident I can help you with that.

I have [1–2 spots / one opening] available to start this month. If now isn't the right time, I completely understand — just let me know either way so I can plan accordingly.

Happy to answer any questions you have.

[Your Name]

The "let me know either way" line removes pressure while creating soft urgency. Most people don't follow up at all. This follow-up alone will close deals that would have slipped.

Pitching a brand for UGC work (direct DM)

Instagram or TikTok DM — direct to a brand account

Hi [Brand Name],

I love [specific product] — been using it for [timeframe] and it's genuinely become part of my routine.

I create UGC-style video content for e-commerce brands and would love to put together a few videos for [brand name]. I can share some samples from my portfolio if you're open to it.

No pressure — just wanted to reach out because I'm a real fan of what you're making.

[Your Name]

The specific product mention in line 2 is what separates this from spam. If you can't name a specific product you genuinely like, don't pitch them yet.

Posting about what you're building (your own page)

Social caption — introducing what you do, who you help

I'm building something that actually fits my life.


For a long time I thought [the belief you had — I need a traditional job / I don't have the right skills / working from home isn't really possible for me].


Then I started learning about remote sales and realized — I've been doing this all along. Every time I've [relatable thing you've done — convinced someone to try something / explained a product to a friend / solved a problem for someone who trusted you], I was already selling.


Now I'm [what you're doing — building a portfolio / learning UGC / going after remote roles] and sharing what I'm learning as I go.


If this sounds like something you're figuring out too, follow along. 👇

This format works because it's a real story, not a pitch. People follow along with a journey. They scroll past announcements.

Offering your services as a social media content creator

Email or DM — pitching social media management to a small business

Hi [Name],

I've been following [business name] for a while and I can see you're doing great work. The one thing I notice is that your social presence doesn't fully reflect what you offer — and that's probably costing you customers who check Instagram before walking in.

I create short-form content for small businesses — 3 to 5 posts per week, managed completely by me, consistent with your brand. You focus on the business; I handle the content.

Would you be open to a quick 20-minute call to talk through it? I'm happy to put together one sample post so you can see exactly what it would look like for your business before deciding anything.

[Your Name]

Offering one free sample post is a low-risk way to open the door. It shows confidence and removes their biggest hesitation: "I don't know what I'm paying for."

Brand partnership follow-up (after you've sent your portfolio)

Email — 5 to 7 days after sending your initial pitch

Subject: Following up — UGC content for [Brand Name]


Hi [Name],

Just following up on my message from last week about creating UGC content for [Brand Name].

If the timing isn't right, no worries at all — just wanted to check in before I fill my schedule for the month.

Happy to hop on a quick call or answer any questions you have about the process.

[Your Name]

Short. No pressure. The "before I fill my schedule" line creates soft urgency without being pushy. One follow-up is enough — after this, move on.
Section 2

Templates You Can Use Today

These aren't fill-in-the-blank homework. They're starting points you customize once and reuse forever.

Template 1: Your offer in one sentence

Use this when anyone asks "so what do you do?" — on a call, in a message, on your profile, anywhere.

"I help [specific type of person] [get a specific result] without [the thing they hate doing or fear most]."

Examples:

— "I help career changers land their first remote sales role without having to explain their non-traditional background."

— "I help small business owners stay consistent on social media without spending hours creating content themselves."

— "I help e-commerce brands get real-looking video content without a professional film crew."

Template 2: Content idea bank (never run out)

When you don't know what to post, pick one from each column and combine them.

Format

"The truth about..."

"What nobody tells you..."

"I was wrong about..."

"3 things I wish..."

"How I went from..."

Topic

breaking into sales

working from home

no experience

rejection

making money online

Angle

as a mom

with no degree

in 30 days

without quitting your job

starting over at 30+

Example combo: "What nobody tells you about breaking into sales with no experience" → That's a real post right there.

Template 3: Your simple service description

For your portfolio, your profile, your pitch message — anywhere you describe what you offer.

What I do:

I create [type of content/service] for [type of business/person].

What you get:

[Deliverable] delivered within [timeframe]. [Number of revisions] revisions included.

Investment:

Starting at $[your price].

How to get started:

Send me a message or book a quick call here: [your Calendly link].

Template 4: Simple weekly tracking (copy to Google Sheets)

You don't need a CRM. You need this one spreadsheet.

Name / Brand Status Next step Follow up
Sarah @ Local BakeryPitchedFollow up ThursNov 7
TechFlow Inc (SDR role)AppliedFollow up in 5 daysNov 9
@GlowBrand (UGC)ActiveDeliver 3 videosNov 10
Marcus (referral)NewSend initial messageToday

Status options: New / Pitched / Applied / Waiting / Active / Closed / Pass. That's all you need.

Template 5: Your beginner rate sheet

Copy this structure. Fill in your numbers. Save it as a PDF or a Canva link. Send it when brands or clients ask "what do you charge?"

Starter

$[X]

  • [1 deliverable — e.g. 1 UGC video / 1 week of posts / resume review]
  • [turnaround time]
  • [1 revision included]

Most Popular

$[X]

  • [3 deliverables — e.g. 3 videos / 3 weeks of content / full resume + LinkedIn]
  • [faster turnaround]
  • [2 revisions included]

Premium

$[X]

  • [5 deliverables / monthly retainer]
  • [priority turnaround]
  • [unlimited revisions / ongoing access]

⚠ Don't overthink your pricing. Pick a number that feels fair and start there. You'll raise it once you have experience and results to point to. An imperfect rate sheet that exists is better than a perfect one you're still building.

Section 3

Your Weekly Action Plan

This isn't a rigid schedule. It's a rhythm. The goal is consistency over intensity — doing a few right things every week rather than everything at once in a panic.

Select your path to see your weekly plan:

💼

W2 Job Search

Landing a remote sales role

🔱

1099 / Build Your Own

Freelancing or offering services

🎥

Content Creator

UGC, brand deals, building a page

📈 Monday — Build your pipeline

  • Find 5 remote sales jobs that genuinely fit your background and skills
  • Add them to your tracking sheet with company name, role, and source
  • Customize your resume for the one that fits best and apply

💬 Tuesday — Outreach day

  • Send 3 LinkedIn connection requests with a short, real message (use the script above)
  • Comment meaningfully on 2 posts by people in hiring or sales at companies you want to work for
  • Apply to 2 more roles from yesterday's list

📚 Wednesday — Skill and prep

  • Review one company on your list deeply — what do they sell, who are their customers, what does their sales team look like?
  • Practice your "tell me about yourself" out loud — actually out loud, not in your head
  • Send any follow-ups due this week

🔎 Thursday — Apply + connect

  • Apply to 2 more roles — aim for quality over volume
  • Send 2 more LinkedIn messages to people at companies you care about
  • Update your tracking sheet — what's active, what needs follow-up, what's dead

📋 Friday — Review and reset

Count your week:

  • How many applications sent?
  • How many messages sent?
  • Any responses or screens?

Identify what to improve:

  • Were you applying to the right roles?
  • Did your messages land?
  • What would you do differently?

Reset for next week:

  • 5 new roles identified
  • Follow-up dates set
  • One thing to do better

Your weekly numbers goal (W2 path):

5 quality applications • 5 LinkedIn touchpoints • 2 to 3 follow-ups on active conversations. Quality beats volume. 5 targeted applications outperform 50 random ones every time.

Section 4

Do This Today

Not this week. Not when you feel ready. Today. Pick your path and check these off one by one. Each one takes less than 30 minutes.

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The Final Section

You have everything
you need to start.

Not to be perfect. Not to have it all figured out. To start. There's a difference — and it matters.

Here's what you've built over four weeks:

W2

Remote Sales Career

  • You know what B2B sales actually looks like day to day
  • You understand the full sales cycle from first contact to close
  • You can describe your experience in sales language
  • You have a resume, a LinkedIn strategy, and outreach scripts
  • You know where to find roles and how to follow up

Your first step

Apply to one role today. One. Not five. One.

1099

Build Your Own Thing

  • You know what skills you have and how to turn them into an offer
  • You understand the difference between service and product paths
  • You have outreach scripts, a pricing framework, and a tracking system
  • You know how to find clients without a portfolio or a following
  • You know how to close, follow up, and get paid

Your first step

Message 3 people in your network today. Three.

Content Creator

  • You understand UGC and why brands pay for it
  • You know all four content formats and when to use each one
  • You have the two tools you need (CapCut, Canva) and know how to use them
  • You know how to build a portfolio without clients, where to find brands, and how to price your work
  • You have pitch scripts ready

Your first step

Film one sample video today. Right now.

You don't have to do all of this.

A lot of students finish a course like this and feel paralyzed. Not because they don't want to move forward — but because they're looking at the whole mountain instead of just the next step.

You don't have to do every path. You don't have to have everything figured out before you start. You don't have to be perfect at this. You just have to pick one thing and do it.

One path. One first step. Today.

The clarity comes from doing, not from thinking about doing. Your second week will make more sense than your first. Your second month will make more sense than your first. But none of that starts until you move.

What you don't need to start:

A perfect website
10 years of experience
A following or audience
A formal business name or logo
A business degree or sales background
Everything figured out before you begin

How to choose your starting path (if you're still deciding)

Answer these three questions honestly. The answers usually point somewhere clear.

"I need income as soon as possible."

Then W2 is probably your fastest path. A job offer means a reliable paycheck, benefits, and structure. You can always build something on the side later — stability first.

Unless you have a skill you can freelance immediately — in which case 1099 client work can move just as fast.

"I want total flexibility and control over my time."

Then 1099 or content creation is where you're heading. Both require patience at the start — they don't pay immediately and they require you to create structure for yourself. If you can handle that, the ceiling is genuinely different.

Tip: Start with freelance services first. They pay faster than content creation and give you client experience.

"I want to build something, but I'm not ready to quit my job yet."

Then run two tracks. Pursue a W2 role for stability and start building a side income through UGC or freelance services in your spare time. A lot of the most successful people in this course are doing exactly that.

You don't have to choose one forever. You have to choose one to start with.

Start before you feel ready.

Ready is a feeling that comes after you start, not before. Every person who has successfully done what you're trying to do started before they felt ready. Every single one.

The first message is the hardest. The first video is the hardest. The first application is the hardest. After that, it gets easier — not because you became more prepared, but because you stopped waiting to feel that way.

K

From Katherine

Before you close this

I'm going to be straight with you the same way I've been straight with you throughout this course.

What comes next is going to test you in ways the course didn't. Not because you're not prepared — you are. But because starting something real means dealing with things that don't go perfectly. Applications that disappear. Pitches that get ignored. Days where nothing moves and you wonder if you made the wrong choice.

That's not a sign you're failing. That's just what building something looks like from the inside.

What I want you to hold onto is this: you didn't come this far to stop here. You came here because something in your life wasn't working and you decided to do something about it. That decision — the one you made when you started this course — that was the hard part. Everything else is just showing up consistently until the results catch up to the effort.

Stay consistent. Use the tools I gave you. Follow up when you're supposed to. Don't mass-send everything — be intentional. And when it gets hard, come back here and look at how much you actually know now compared to day one.

You already have what you need. You just have to trust that and start.

I'm proud of you. Now go. 🧡

— Katherine

Your next three moves — in order

1

Complete the "Do This Today" checklist for your path (above)

Don't skip this. The checklist is specifically designed to get you from course mode into action mode. Every item on it was chosen because it creates real momentum today, not hypothetical momentum someday.

2

Follow your weekly plan for the next four weeks — no skipping

Don't wait for perfect weeks. Do the plan on good weeks and bad weeks. Four consistent weeks of the right actions will produce results that most people never see because they quit in week two when nothing has happened yet.

3

Come back when you need to — this course doesn't expire

The scripts are here when you forget what to say. The templates are here when you need a starting point. The modules are here when you need to be reminded of something. Use this. It's yours.

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