Your First 90 Days - From One Customer to Three
Part of Playbook 5: Your Launch Strategy - From Idea to First Customer
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 client is a massive milestone. You proved that someone will pay you for your expertise. That's no longer a theory — it's a fact. Now the question becomes: can you turn one client into three?
The answer is yes, and the path is more predictable than you might think. Your first 90 days as a business owner follow a pattern that successful consultants have repeated thousands of times. This chapter lays out the exact plan — month by month, priority by priority — so you know exactly where to focus your energy during the most critical period of your new business.
Why Three Clients Is the Magic Number
One client is proof of concept. Two clients could be a coincidence. But three clients? Three clients is a pattern. Three clients means your service has real demand, your pricing is viable, and your delivery model works.
Three clients also gets you to a revenue level where this starts to feel real. At $2,000-$3,000 per client per month, three clients puts you at $6,000-$9,000 monthly — which, depending on your situation, may already match or exceed what unemployment benefits provide. It's enough to cover basic expenses, and it proves that growth beyond three is a matter of continued effort, not a question of whether this works.
There's also a psychological reason three matters. With one client, you feel like a freelancer doing a favor. With two, you feel like you might be onto something. With three, you feel like a business owner. That identity shift — from "person between jobs" to "business owner" — is critical for your long-term success and confidence.
Your Four Priorities for the First 90 Days
Everything in the first 90 days revolves around four priorities. These aren't suggestions — they're the activities that have the highest return on your time and energy. If you do nothing else, do these four things.
Priority 1: Deliver Exceptional Work to Your First Client
This person took a chance on you. They hired someone without an established consulting track record because they believed in your expertise and trusted you based on a conversation. Make sure they never regret that decision.
Over-deliver in the first month. Show them results they didn't expect. Make their life measurably better. This isn't just the right thing to do — it's the foundation for everything that comes next.
What exceptional delivery looks like in practice:
- Respond faster than they expect. If they email you a question, respond within a few hours, not a few days. Speed of response is one of the easiest ways to exceed expectations.
- Deliver before the deadline. If you said you'd have the assessment done by Friday, deliver it Wednesday. Early delivery signals competence and commitment.
- Add unexpected value. If during your assessment you notice a quick fix that's outside your scope, mention it. "This isn't part of what we're working on together, but I noticed [issue] and here's how I'd fix it in about an hour. Want me to handle that?" Those moments build enormous goodwill.
- Communicate proactively. Don't wait for them to ask for updates. Send a weekly summary email: "Here's what I worked on this week, here's what I found, here's what I'm focusing on next week." This makes them feel informed and confident that their investment is being well-spent.
- Ask for feedback early. At the end of week 2 or 3, ask: "How are you feeling about how this is going? Is there anything you'd like me to adjust?" This shows humility and commitment to their satisfaction.
The compound effect of exceptional delivery: When you deliver exceptional work, your client talks about you. They mention you in meetings. They tell their peers. They become your unpaid marketing team. This is how the best consulting businesses grow — not through advertising, but through clients who can't stop talking about how good you are.
Priority 2: Get a Referral Within 30 Days
After your first real win with your first client — a report delivered, a problem solved, a metric improved — ask them for a referral. The timing is critical: ask when they're feeling the most positive about your work, not when you're just getting started.
How to ask for a referral:
"I'm really glad we're seeing these results. I'm looking to help a few more companies like yours. Do you know anyone facing a similar challenge who might benefit from a conversation?"
Why this specific language works:
- "I'm really glad we're seeing results" — Ties the ask to a positive moment.
- "A few more companies like yours" — Specific, not greedy. You're not saying "Send me everyone you know."
- "Facing a similar challenge" — Frames the referral in terms of the problem, which makes it easier for them to think of someone.
- "Benefit from a conversation" — Low bar. You're not asking them to sell your service. You're asking for an introduction to someone who might benefit from talking.
The referral follow-up: When your client gives you a name, ask them to make the introduction via email. A warm introduction from a mutual contact has a response rate of 60-80%, compared to 5-10% for cold outreach. That's not a small difference — it's a 10x multiplier.
Here's what to say: "Would you be comfortable sending a quick email introduction? Something like 'Hey [Name], I've been working with [your name] on [problem area], and it's been really valuable. I think you'd benefit from a conversation with them about [their specific challenge]. [Your name], meet [Name].' I can draft something for you if that's easier."
Offering to draft the introduction for them removes the friction. Most people are happy to refer you but don't want to spend 15 minutes crafting an email. Make it easy.
Priority 3: Get a Testimonial Within 45 Days
A testimonial is social proof — evidence that a real person found real value in your work. Even one testimonial transforms your sales process. Without one, prospects have to trust your word. With one, they can see that someone else already trusts you.
How to get a testimonial:
Ask your first client if they'd be willing to write a short paragraph about working with you. Most people will say yes, especially if you've been delivering exceptional work.
But here's the secret: most clients won't write the testimonial themselves. Not because they don't want to, but because they're busy and writing testimonials isn't on their priority list. The solution? Write it for them and ask them to approve it.
Here's the process:
- Ask: "Would you be open to providing a brief testimonial about our work together? I'd use it when talking to other potential clients."
- When they say yes: "I know you're busy, so let me make this easy. I'll draft something based on the results we've seen, and you can edit it however you'd like. Does that work?"
- Write a 3-4 sentence testimonial from their perspective, based on real results.
- Send it to them for approval: "Here's a draft — feel free to change anything. I want it to sound like you and feel authentic."
Sample testimonial template:
"When I first talked to [your name], I was dealing with [specific problem]. Within [timeframe], they helped us [specific result]. What I appreciated most was [specific quality — their hands-on approach, their deep expertise, their communication style]. I'd recommend them to anyone facing a similar challenge."
Where to use your testimonial:
- In your outreach messages: "One of my current clients said this about our work together: [quote]"
- On your LinkedIn profile (once you have one)
- In proposals to new prospects
- In your one-page offering document
- On your website (when you eventually build one)
Priority 4: Keep the Outreach Pipeline Active
This is the priority most new consultants neglect, and it's the one that matters most for long-term sustainability. Here's the pattern: you get your first client, you're excited, you pour all your energy into delivery, and you stop doing outreach. Then month two ends, your client is happy, but you have no pipeline. You panic, start reaching out again, and face a revenue gap while you wait for new conversations to turn into clients.
Don't let this happen to you. Maintain a goal of 5-10 conversations per month with potential clients, even when you're busy with delivery.
Block two hours every week — the same day and time each week — for outreach activities. During this block:
- Send 3-5 new outreach messages
- Follow up on previous conversations
- Ask existing contacts for referrals
- Engage with potential prospects on LinkedIn
This outreach habit is the single most important habit for a new consultant. It takes 2 hours a week and prevents the feast-or-famine cycle that destroys most consulting businesses in their first year.
A practical system for managing your pipeline:
Create a simple spreadsheet (or use a free CRM like HubSpot) with these columns:
- Name
- Company
- Source (outreach, referral, LinkedIn, etc.)
- First contact date
- Last contact date
- Status (New, Contacted, Call Scheduled, Call Completed, Proposal Sent, Won, Lost)
- Next step
- Notes
Review this spreadsheet every Monday morning. Move people through the stages. Follow up with anyone who's gone quiet. Add new prospects to replace those who've dropped off. This 15-minute Monday review keeps your pipeline alive and your growth on track.
Your 90-Day Plan
Here's the detailed, month-by-month breakdown of what your first 90 days should look like:
Month 1 — Deliver and Learn
Client work:
- Deliver your first month of service to Client #1 — aim to exceed expectations in every interaction
- Document what you learn: what works in your delivery process, what needs adjusting, what takes longer than expected
- Ask Client #1 for feedback at the 3-week mark: "What's working? What could be better? Is there anything you expected that I haven't addressed?"
- Track your hours (even if you're on a retainer) so you understand your effective hourly rate
Business development:
- Have 10 conversations with potential customers (from your original list and new contacts)
- Follow up with anyone from your launch outreach who expressed interest but didn't schedule
- Ask Client #1 for a referral if you've delivered a meaningful early result
- Start building relationships on LinkedIn — comment thoughtfully on posts from people in your target market
Operations:
- Set up a simple bookkeeping system (Wave, FreshBooks, or even a spreadsheet) to track income and expenses
- Create a basic project management process for client work (Trello, Notion, or a Google Doc — keep it simple)
- File any paperwork needed for your state (business registration, sole proprietor filing, etc.)
Goal: 1 client, $2,000-$3,000/month in revenue, 10 conversations completed
Month 2 — Expand and Refine
Client work:
- Continue delivering excellent work to Client #1
- Refine your onboarding process based on what you learned in Month 1 — what information do you need from new clients upfront? What should the first week look like?
- Collect your first testimonial from Client #1
Business development:
- Land Client #2 — ideally through a referral from Client #1 or from your ongoing outreach
- Have 10 more conversations with potential customers
- Send at least 10 new outreach messages to fresh prospects
- Ask for introductions from anyone who's had a positive conversation with you but isn't a buyer
Operations:
- Review your pricing — is it appropriate given the value you're delivering? (Most first-time consultants discover they priced too low. If your client is getting 10x the value of your fee, you have room to charge more for Client #2.)
- Create a simple template for your onboarding process so you can repeat it efficiently
Goal: 2 clients, $4,000-$6,000/month in revenue, testimonial collected
Month 3 — Build Momentum
Client work:
- Deliver consistent quality to Clients #1 and #2
- Prepare a 90-day review for Client #1 — summarize what you've done, the results achieved, and a recommendation for the next 90 days
- Begin onboarding Client #3
Business development:
- Land Client #3 through referrals, LinkedIn outreach, or direct messaging
- Have 10 more conversations — by now, some of these are warm leads from earlier contacts who weren't ready in Month 1 but may be ready now
- Write your first LinkedIn post about something you've learned from your client work (anonymized): "After working with three companies on [problem], here's the biggest pattern I've noticed..."
- Start building your reputation as a thought leader in your space
Operations:
- Review your first 90 days honestly: What's working? What isn't? What would you change?
- Calculate your effective hourly rate across all clients — is it where you want it to be?
- Consider whether you need any tools, software, or support to scale beyond three clients
Goal: 3 clients, $6,000-$9,000/month in revenue, a referral pipeline that's starting to work
By the End of 90 Days
If you follow this plan, by the end of 90 days you have:
- 3 paying clients generating $6,000-$9,000/month
- At least 1 testimonial you can use in sales conversations
- A refined delivery process you can repeat with new clients
- A pipeline of 5-10 prospects in various stages of conversation
- A clear understanding of your value proposition and what resonates with clients
- The confidence that comes from having built something real
That last point matters more than you think. At the 90-day mark, you're no longer "someone who just got laid off." You're a business owner with paying clients and a growing reputation. That identity shift changes everything — how you talk about yourself, how you show up in conversations, how you think about your future.
Industry-Specific 90-Day Adjustments
If you came from Government:
Government-adjacent clients often have longer decision cycles. Don't be discouraged if your 90-day timeline stretches to 120 days for government contractors. The deals are typically larger and longer-lasting once they close — a $5,000/month government consulting contract often runs for years. Plan for a slower start but a more stable long-term business.
Tip: Government contractors often have fiscal-year budget cycles. If you're launching near the end of a fiscal year, some prospects may delay decisions until new budgets are approved. Use that time to have conversations and build relationships so you're first in line when budgets open up.
If you came from Big Tech (FAANG or similar):
Startup clients tend to move fast. You might close your first client within 2 weeks of your first conversation. But startup relationships can also be shorter — budget constraints or pivots might end a retainer after 3-6 months. Plan to maintain a steady outreach cadence even when things are going well, because client turnover is higher in the startup world.
Tip: Consider offering a "startup advisory" package with lighter engagement (2-4 hours per month instead of 20-40) at a lower price point. This gives early-stage startups access to your expertise without the budget commitment of a full retainer, and it diversifies your client base.
If you came from Healthcare:
Healthcare organizations are thorough in their vendor evaluation process. Your first client might take 6-8 weeks to close, but healthcare clients are among the stickiest — once you're in, they rarely switch. This makes healthcare consulting a slow-start, high-stability business.
Tip: Compliance requirements in healthcare mean your clients may need you to complete certain certifications or background checks before you can start. Factor this into your timeline and have these ready to go. Being "pre-approved" for common healthcare vendor requirements is a competitive advantage.
If you came from Finance:
Small businesses and startups need financial expertise desperately but often don't realize it until they're in trouble. Your first client might come from a warm introduction where someone says "You need to talk to [your name]" after a financial crisis. Be ready for that call at any time.
Tip: Consider creating a "financial health check" — a one-time, paid assessment that evaluates a company's financial processes and provides recommendations. This can serve as a foot-in-the-door offering that leads to ongoing retainer work. Price it at $1,500-$3,000 for a one-week assessment.
The Most Common Mistake: Stopping Outreach
I've mentioned this throughout the chapter, but it's worth emphasizing one final time because it's the single most common reason new consulting businesses stall after a promising start.
You get your first client. You're excited. You're busy. Outreach feels like a lower priority because you have revenue coming in. So you stop reaching out to new prospects.
Then one of three things happens:
1. Your first client's project ends, and you have no pipeline to fall back on
2. Your first client reduces scope or budget, and your income drops overnight
3. Three months pass and you still have one client — not because you couldn't grow, but because you stopped trying
The consultants who succeed are the ones who treat outreach as a non-negotiable weekly activity, regardless of how busy they are with client work. Two hours per week. Every week. No exceptions.
It's the equivalent of a farmer who plants seeds even during harvest season. You harvest (deliver to current clients) AND you plant (reach out to new prospects) at the same time. Always.
Exercise: Create Your 90-Day Tracking System
Set up a simple tracking spreadsheet with four sections:
Section 1: Client Dashboard
- Client name, start date, monthly fee, contract end date
- Key deliverables and deadlines
- Satisfaction score (ask them monthly: "On a scale of 1-10, how satisfied are you?")
Section 2: Pipeline Tracker
- Name, Company, Source, Status, Last Contact, Next Step
- Move people through stages: New > Contacted > Call Scheduled > Call Done > Proposal Sent > Won/Lost
Section 3: Weekly Activity Log
- How many outreach messages sent this week?
- How many conversations had?
- How many follow-ups completed?
- How many referrals requested?
Section 4: Monthly Revenue
- Invoices sent, payments received, outstanding balance
- Monthly total revenue
- Cumulative revenue to date
Review Section 2 and 3 every Monday morning (15 minutes). Review Section 1 every Friday afternoon (15 minutes). Review Section 4 at the end of each month (30 minutes).
This simple system keeps your business growth on track even when delivery work gets intense. It takes less than an hour per week and prevents the revenue gaps that kill most new consulting businesses.
Key Takeaways:
- Your first 90 days are about proving the model: deliver results, get referrals, get a testimonial, keep the pipeline active
- Don't stop outreach once you have your first client — that's the most common mistake
- By day 90, aim for 3 clients, $6,000-$9,000/month, and a referral pipeline that's starting to work
- Each industry has different close timelines — adjust your expectations but not your effort
- Block two hours every week for outreach activities, no matter how busy you are with delivery
Industry-Specific Calibration
Select your background to see how concepts apply to you:
Finance Background
Small businesses and startups need financial expertise desperately but often don't realize it until they're in trouble. Your first client might come from a warm introduction where someone says "You need to talk to [your name]" after a financial crisis.
Government Background
Government-adjacent clients often have longer decision cycles. Don't be discouraged if your 90-day timeline stretches to 120 days for government contractors. The deals are typically larger and longer-lasting once they close — a $5,000/month government consulting contract often runs for years.
Healthcare Background
Healthcare organizations are thorough in their vendor evaluation process. Your first client might take 6–8 weeks to close, but healthcare clients are among the stickiest — once you're in, they rarely switch.
Big Tech (Faang Or Similar) Background
Startup clients tend to move fast. You might close your first client within 2 weeks of your first conversation. But startup relationships can also be shorter — budget constraints or pivots might end a retainer after 3–6 months. Plan to maintain a steady outreach cadence.
Practical Exercises
Create a simple tracking spreadsheet with four columns: Person Contacted, Date, Response, and Next Step. Start logging every outreach conversation. At the end of each week, review your pipeline and plan the next week's outreach. This simple habit keeps your growth momentum alive even when you're busy with delivery.
Key Takeaways
- Your first 90 days are about proving the model: deliver results, get referrals, get a testimonial, keep the pipeline active
- Don't stop outreach once you have your first client — that's the most common mistake
- By day 90, aim for 3 clients, $6,000–$9,000/month, and a referral pipeline that's starting to work
- Each industry has different close timelines — adjust your expectations but not your effort
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