Chapter 6

Your First Customers - The Path From Expertise to Revenue

Part of Playbook 2: Translating Your Expertise - From Industry Knowledge to Business Value

From Layoff to Launch
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What You'll Learn

By the end of this chapter, you'll have actionable steps and a clear framework to move forward — no matter where you're starting from.

Your first customers are not going to find you through an ad or a search engine. They are going to come from real human relationships — people who know you, trust you, or are introduced to you by someone who does.

That is actually great news. It means you do not need a marketing budget. You do not need a shiny website. You do not need a big social media following. You just need to be deliberate about reaching out to the right people.

This is the chapter where everything you have built so far comes together. Your skills inventory tells you what you can offer. Your validation conversations confirmed that people want it. Your delivery model defines how you will provide it. Your pricing sets the investment. Your credibility library proves you can deliver. Now you need to put yourself in front of the right people and make the ask.

Understanding Where First Customers Come From

Before we get into the step-by-step process, let us set realistic expectations. Your first 1-3 customers will almost certainly come from one of these four sources:

1. Your Direct Network

People you have worked with, studied alongside, or know personally who now work in companies that could benefit from what you do. This is where most first customers come from — and for good reason.

These people already know you. They have seen your work. They trust your competence. The barrier to saying yes is dramatically lower than it is with a stranger.

Your direct network includes:
- Former colleagues (not just from your most recent job — go back 10-15 years)
- Former managers and direct reports
- Classmates from college, graduate school, or professional programs
- People you have met at industry events or conferences
- Fellow members of professional associations or groups
- Neighbors, friends, or family members who happen to work in relevant companies

The mistake most people make is assuming their network is too small or not relevant. In reality, even a modest professional network of 200-300 LinkedIn connections contains potential clients, referral sources, and advocates. You just need to be systematic about identifying them.

2. Referrals From Your Network

People your contacts know. When you reach out to your network and clearly explain what you are doing, the best respond with "You should talk to [Name]..."

Referrals are the single most effective source of consulting clients — not just for your first clients, but throughout the life of your business. A referred prospect converts at 3-5 times the rate of a cold prospect because they come with built-in trust.

The key to getting referrals is being specific about what you are looking for. "Do you know anyone who might need help?" is too vague. "Do you know any VP of Operations at a company with 50-200 employees who is dealing with process inefficiency?" gives people a specific person to think of.

3. Content You Publish

LinkedIn posts, articles, or podcast appearances that demonstrate your expertise. This is a slower burn but builds compounding interest over time.

Content will probably not generate your first client. But it does two critical things: it makes your outreach more credible (when someone gets your message and then checks your LinkedIn, they see a stream of thoughtful posts about the topic you are reaching out about) and it creates inbound interest over time (people eventually start coming to you instead of you going to them).

4. Direct Outreach

Targeted outreach to specific people who match your customer avatar, even if you do not know them personally. This is the most uncomfortable source of clients but also one of the most effective.

Direct outreach works when you do it right — meaning you are reaching out to the right person with a relevant message that demonstrates you understand their problem. It does not work when it feels like spam — generic, mass-produced messages that could have been sent to anyone.

We will cover how to do direct outreach well later in this chapter.

The Simple 5-Step Path to Customer Number 1

Step 1: Build Your Prospect List

Write down 20 people who fit your customer avatar — people whose job title, company type, and situation match the profile you defined in Playbook 01.

Where to find them:
- Your LinkedIn connections (filter by job title, company size, industry)
- Your email contacts and address book
- Alumni directories from your college or professional programs
- Attendee lists from industry events you have attended
- Online communities, forums, or Slack groups in your industry
- Company directories on Crunchbase, LinkedIn, or industry databases

How to prioritize your list:

Rank each person on two dimensions:
1. Fit — How closely do they match your customer avatar? (1-5 scale)
2. Warmth — How strong is your existing relationship? (1-5 scale)

Start with the people who score highest on both dimensions. A warm contact who is a perfect fit is your best bet for Client Number 1.

Step 2: Reach Out With a Conversation Request

Reach out to all 20 people with a short, direct message. You are not selling — you are asking for a conversation. This is an important distinction. People are much more willing to give you 20 minutes of their time than to evaluate a sales pitch.

Template for people you know:

"Hi [Name], hope you are doing well. I am exploring a new direction — I am building a consulting practice around [your area of expertise], specifically helping [customer avatar] with [specific problem]. I would love to pick your brain for 20 minutes. I am not selling anything — I genuinely want to understand the challenges people in your role are dealing with right now. Would you have time this week or next?"

Template for referrals (someone you were introduced to):

"Hi [Name], [Referrer] suggested I reach out to you. I am building a consulting practice around [your area], and [Referrer] mentioned you might have some perspective on [specific challenge]. Would you be open to a 20-minute conversation? I am gathering insights from people in your role and would really value your input."

Template for cold outreach (people you do not know):

"Hi [Name], I came across your work at [Company] and noticed [something specific about their situation — recent funding, growth, industry challenge]. I spent [X years] at [your background] helping companies solve [specific problem], and I am curious whether [problem] is something your team is dealing with. Would you be open to a brief conversation?"

Key principles for outreach:
- Keep it short. Under 100 words.
- Make it about them, not about you.
- Do not attach anything — no pitch decks, no one-pagers, no links.
- Send it from your personal email or LinkedIn, not a marketing platform.
- Follow up once after 5-7 days if you do not hear back. After that, move on.

Step 3: Have Real Conversations

When people respond and you get on a call, listen. Do not pitch. Take notes. Your goal is to understand their world deeply enough that when you eventually share what you offer, it feels like the obvious solution to a problem they just described.

The conversation structure:

  • First 5 minutes: Catch up, build rapport, thank them for their time.
  • Next 10 minutes: Ask open-ended questions about their challenges. "What is the biggest challenge you are dealing with right now in [your area]?" "How is that affecting the business?" "What have you tried so far?"
  • Last 5 minutes: If they described a problem you can solve, plant a seed: "That is really interesting — I have been working on exactly this kind of challenge. Would it be helpful if I shared some thoughts?" If they say yes, schedule a follow-up call.

What you are listening for:
- Frustration with a specific problem (not general complaints, but specific pain)
- Evidence they have already tried to solve it (this means they are willing to invest)
- Openness to outside help (some people want to handle everything internally)
- Budget signals (comments about spending, investing, or allocating resources)

Step 4: Transition From Conversation to Opportunity

After 3-5 conversations, you will start to recognize who is genuinely interested. These are the people who leaned forward, asked detailed questions about your background, and described problems that map directly to what you offer.

With those people, share what you are building:

"Based on what you have told me, here is something I am working on that might help. I am offering [your positioning statement from Chapter 3]. For companies like yours, this typically looks like [brief description of the engagement]. The outcome is [specific result]. Does that sound like it could be useful?"

If they say yes, move to Step 5. If they say "not right now," ask: "Is there someone else who might benefit from this?" Many of your best referrals will come from people who are not buyers themselves but know someone who is.

Timing matters. Do not rush from conversation to pitch. If the first call was about listening, schedule a second call for the proposal discussion. This gives you time to tailor your offering to their specific situation and shows that you take their needs seriously.

Step 5: Make a Simple Proposal

Make a simple proposal to the 2-3 most interested people. Not a formal pitch deck — just a clear, concise document that covers:

  1. The Problem: A brief summary of the challenge they described (in their own words)
  2. The Approach: What you will do, broken into phases
  3. The Outcomes: What they will have at the end of the engagement
  4. The Timeline: How long the engagement will last
  5. The Investment: Your price, payment terms, and what is included
  6. The Next Step: How to get started (usually a signature and first payment)

Keep it to one page. Two at most. The simpler the proposal, the easier it is to say yes.

Example proposal outline:

"Based on our conversation, here is what I propose:

Problem: Your sales team is operating without a structured process, leading to inconsistent close rates and unpredictable revenue.

Approach: Over 12 weeks, I will audit your current sales pipeline, design a repeatable playbook, train your team on the new process, and set up CRM workflows to support it.

Outcomes: A documented sales process your team can follow consistently, expected improvement of 15-25 percent in close rate within 90 days.

Timeline: 12 weeks, starting [date].

Investment: Four thousand five hundred dollars per month for 3 months, billed at the start of each month.

Next step: If this looks right, let us schedule a kickoff call for [date]."

That is it. Clean, specific, and easy to evaluate.

Managing the Emotional Rollercoaster

Let us be honest about something: this process is emotionally hard. You are putting yourself out there. You are asking people for their time. You are describing a business that does not fully exist yet. And you are doing all of this while dealing with the stress and uncertainty of being displaced.

Here is what to expect:

  • Most people will not respond to your outreach. A 30-40 percent response rate is good. That means 12-14 out of 20 people will ignore you. Do not take it personally — people are busy.
  • Some conversations will go nowhere. You will have calls where the person is polite but clearly not interested. That is data, not rejection.
  • You will feel like an impostor. You will wonder if you are good enough, if anyone will pay you, if this whole thing is a mistake. That feeling is normal and it fades as you sign your first client.
  • Your first "yes" will change everything. The moment someone agrees to pay you for your expertise, the entire psychological equation shifts. Suddenly this is not a theory — it is a business.

What If You Cannot Find 20 People?

If you genuinely cannot identify 20 people who match your customer avatar, that is a signal. Either your avatar is too narrow (expand it slightly) or you need to build your network before you can build your client base.

To build your network quickly:
- Attend 2-3 industry events or meetups per month (virtual or in-person)
- Join 2-3 online communities where your customer avatar hangs out
- Start posting content on LinkedIn to attract connections
- Ask every person you talk to for 2 introductions

Within 30 days of focused networking, you should have enough contacts to fill your prospect list.

Expected Timeline and Revenue

Expected Timeline: 4-8 weeks from sending your first outreach message to signing your first client.

Here is a realistic week-by-week breakdown:

  • Week 1: Build your prospect list, craft your outreach messages, start sending
  • Week 2-3: Conversations start happening. You are learning, refining your pitch, and identifying interested prospects.
  • Week 4-5: Follow-up conversations with interested prospects. You share your offering and begin proposal discussions.
  • Week 6-8: Send proposals, handle questions, and close your first deal.

Expected Revenue from First Client: Two thousand to five thousand dollars per month.

That is real money. That is the momentum you need to build from.

The path to your first ten thousand dollar month usually looks like this: Client 1 at three thousand dollars per month (from your network), Client 2 at three thousand five hundred dollars per month (referral from Client 1 or from a validation conversation), Client 3 at four thousand dollars per month (from your growing reputation and content). That is ten thousand five hundred dollars per month, and it can happen within 3-6 months of starting.

Your Action Plan for the Next 30 Days

Week 1:
- Finalize your positioning statement, pricing, and credibility library
- Build your list of 20 prospects
- Draft your outreach messages

Week 2:
- Send all 20 outreach messages
- Begin posting content on LinkedIn (2-3 posts)
- Follow up with anyone who has not responded after 5 days

Week 3:
- Conduct validation and discovery conversations with everyone who responds
- Identify the 3-5 most interested prospects
- Schedule follow-up calls to share your offering

Week 4:
- Present your offering to interested prospects
- Send simple proposals
- Follow up and close

This is not complicated. It is just work — deliberate, focused, uncomfortable work. But it is the same work that every successful consultant has done to get started. And once you have your first client, the second one becomes easier. And the third easier still. The hardest client to get is always the first one.

You have the skills. You have the validation. You have the delivery model, the pricing, and the proof. Now go get the client.

Key Takeaways:

  • Your first customers will come from real human relationships, not ads or search engines
  • The four sources: direct network, referrals, content, and targeted outreach
  • Follow the 5-step path: list 20 people, reach out, have conversations, share your offering, make a simple proposal
  • Keep proposals simple — one page covering problem, approach, outcomes, timeline, and investment
  • Expect the emotional rollercoaster — most outreach goes unanswered, and that is normal
  • Expected timeline: 4-8 weeks from first outreach to first paying client at two to five thousand dollars per month
  • The hardest client to get is always the first one — after that, momentum builds
Key Takeaways
  • Your first customers will come from real human relationships, not ads or search engines
  • The four sources: direct network, referrals, content, and targeted outreach
  • Follow the 5-step path: list 20 people, reach out, have conversations, share your offering, make a simple proposal
  • Expected timeline: 4–8 weeks from first outreach to first paying client at $2,000–$5,000/month

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