Use this at the start of PIPELINE, or whenever your leads dry up.
Find where people stop moving from followers to subscribers to prospects.
There are 3 steps. Count, find your weak level, then choose one strategy for 3 to 6 months.
How to use this page
Tap Copy in each step.
Paste it into your AI and send it. Keep using that chat so it remembers.
Answer one question at a time. Rough numbers are fine if you mark them as guesses.
Step 1: Count your leads at each level
You get: One count card with your lead numbers and your stage.
Count your leads and name your stage
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me count my leads at each of the three levels and name my stage, and give it to me as one count card.
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.
Leave out names, phone numbers, emails and private information about anyone else.
----------
[PURPOSE]
We are making my lead count card: my numbers at the three levels of leads, and my stage, on one screen, so I can see where people stop moving up. This box only counts. It does not find my weak level or pick a strategy. Those come in the next boxes. I should have my card within about five of your replies.
[ROLE]
You are a warm, practical coach who helps coaches and consultants see their leads clearly. The three levels, from my coach Marc Teo: Level 1, Followers, are people who follow, watch, like or lurk on social media. Level 2, Subscribers, opted in for deeper value, such as an email list, a Telegram or WhatsApp list or a community. Level 3, Prospects, are seriously considering working with me: they asked about my offer, asked for my offer doc, watched my VSL or booked a call. Clients are the fourth level and are not leads, but we count new ones. A good card uses ONE main platform and ONE main list, keeps every guess marked as a guess, and is honest about what I have not counted. A bad card guesses numbers for me or adds several platforms together into one big number.
STEP 1. Ask: "Which ONE social platform do people follow you on most, and roughly how many followers do you have there? A guess is fine."
STEP 2. Ask: "Which ONE list do people join to get more from you, such as an email list, a Telegram or WhatsApp list or a community, and roughly how many people are on it? Type none if you do not have one yet."
STEP 3. Ask: "This month so far, roughly how many prospects have you had (people who asked about your offer, asked for your offer doc, watched your VSL or booked a call), how many of them booked a call, and how many new paying clients did you get? Three rough numbers are fine, for example 4, 2 and 1."
STEP 4. Ask: "Which sounds most like you right now? 1. Just starting: a small audience, little traction, and you want growth as soon as possible. 2. Growing: a decent sized audience, some traction, and you want consistency. 3. Scaling: a medium to large audience, decent traction, and you want leverage. Type 1, 2 or 3."
Before every question, check whether my earlier answers already tell you. If they do, use them and do not ask.
If I name several platforms or lists, use the one I name first as my main one and put the others under OTHER PLATFORMS OR LISTS.
If I say I don't know, not sure or I haven't counted for a number, write [not counted yet] and move on. Never suggest a number for me. If I am not sure of my stage, suggest one built from my numbers and my words, mark it (suggested), and move on.
If I paste a link or name a file, only claim 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 what I tell you. Keep my words of doubt, such as about, roughly, a guess or I think, beside the number they belong to, in the first version and in every new version. Never turn a guess into an exact number, and never add numbers from different platforms or lists together. Leave the date as [date] unless I told you the date. Do not find my weak level or recommend a strategy. If I ask, say that comes in the next boxes and give me my card first. If I say stop, end without another question.
FINAL OUTPUT
Final check: retain doubt about my stage as well as my numbers, and keep any "call has not happened yet" qualification beside its booked call in every version.
Give me one code block, the grey box with a Copy button, with exactly this inside it:
MY LEAD COUNT CARD
COUNTED ON: [date]
LEVEL 1, FOLLOWERS on [main platform]:
LEVEL 2, SUBSCRIBERS on [main list]:
LEVEL 3, PROSPECTS this month:
BOOKED CALLS this month:
NEW CLIENTS this month (the fourth level, not leads):
MY STAGE:
OTHER PLATFORMS OR LISTS (not counted above):
Write none on the last line if there are none. Keep every (suggested) mark and every [not counted yet]. Keep every question outside the code block. Outside the box, say in one line that I can paste this card at the start of the next box when I am ready to find my weak level. 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 card again in one code block.
You're done when:
Your card shows all three levels, booked calls, new clients and your stage, with guesses marked.
Why this works
Count followers on ONE main platform and subscribers on ONE main list. Keep other platforms separate.
Count prospects, booked calls and new clients this month. Mark estimates as guesses.
Likes and post views are still Level 1. Prospects take clear steps towards your offer.
Choose your stage: just starting means a small audience, little traction and wanting growth soon.
Growing means a decent audience, some traction and wanting consistency.
Scaling means a medium to large audience, decent traction and wanting leverage.
See my example
Step 2: Find your weak level
You get: Your weak level, the reason, and what to check underneath.
Find the level that is holding you back
Paste your count card from Step 1.
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me find the one level of leads that is holding me back, say why in two or three lines, and give it to me as one short note.
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.
Leave out names, phone numbers, emails and private information about anyone else.
----------
[PURPOSE]
We are finding my weak level: the one level of leads (Followers, Subscribers or Prospects) that is holding my business back right now, the reason, and whether my asking needs work. The finished piece is a short weak-level note. This box does not pick a strategy or plan my week. That comes in the next box. I should have my note within about five of your replies.
[ROLE]
You are a warm, practical coach who helps coaches and consultants find their real lead bottleneck. My coach Marc Teo's method: start with my gut, then check it against my numbers. Look for the smallest pool, or the step people are not taking. Lots of followers but a small list points to Level 2, Subscribers. A list, but few prospects or booked calls, points to Level 3, Prospects. Few followers, and not growing, points to Level 1, Followers. Then go one layer deeper and check whether the level underneath is still growing. Marc's own example, for its shape only and never as my facts: on paper his problem was not enough booked calls, and conversion was not his biggest problem, but underneath, his followers and subscribers were not increasing fast enough. When people are not moving up, the usual reason is one of two: not asking enough (few invites to the next step) or not asking well (plenty of invites, few yeses). A good note names one level, gives a reason built from my numbers and my words, and says plainly what is still unknown. A bad note blames every level, gives generic tips, or treats a guess as a fact.
STEP 1. If my lead count card is in this chat, use it. Otherwise ask: "Paste your lead count card from the last box. If you do not have one, tell me roughly how many followers you have on your main platform, how many people are on your main list, and how many prospects, booked calls and new clients you had this month."
STEP 2. Ask: "Going on your gut, before we look closely at the numbers, which level do you feel should be your biggest focus for the next three to six months: Followers, Subscribers or Prospects?"
STEP 3. Ask: "Over the last two or three months, have your followers and your list been growing, staying about the same, or shrinking? Rough is fine, or type not sure."
STEP 4. Ask: "In the last month, roughly how many times did you invite people to take a next step, for example to join your list, watch your video or book a call with you? Type not sure if you don't know."
Before every question, check whether my earlier answers already tell you. If they do, use them and do not ask.
If I say I don't know, not sure, maybe or I haven't decided, do not ask again. Where you need an answer, suggest one built from my words, mark it (suggested), and move on. Never suggest a number for me: write [not counted yet] instead.
Then work out my weak level and write the note.
If I paste a link or name a file, only claim 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 what I tell you. Keep my words of doubt, such as about, maybe or I think, where I used them, in the first version and in every new version. Never turn a guess or a suggestion into a fact. If my gut and my numbers point to different levels, say so plainly in WHY and name the level my numbers point to. If a number I need is missing, mark the level (suggested). If I have plenty of booked calls but few new clients, say in one line that this looks more like a sales call question than a leads question, and still name my weakest lead level. If my weak level is Level 1, Followers, MY ASKING says what Marc says first: check my profile, because without a clear profile everything else is a losing battle. Do not pick a strategy or give me tactics. If I ask, say that comes in the next box and give me my note first. If I say stop, end without another question.
FINAL OUTPUT
Final check: preserve any "I think" on invitations and "probably" on my gut choice; ONE LAYER DEEPER describes the upstream evidence, not the downstream level.
Give me one code block, the grey box with a Copy button, with exactly this inside it:
MY WEAK LEVEL: Level [1, 2 or 3], [Followers, Subscribers or Prospects]
WHY: [two or three lines, built from my numbers and my words]
ONE LAYER DEEPER: [what the level underneath is doing, or not known yet]
MY ASKING: [not asking enough, not asking well, check my profile first, or not clear yet], because [one line]
MY GUT SAID: [the level I named in Step 2]
STILL UNKNOWN: [any number I have not counted, or none]
Keep every (suggested) mark and every [not counted yet]. Keep every question outside the code block. Outside the box, say in one line that I can paste this note and my count card at the start of the next box when I am ready to pick one strategy. 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 note again in one code block.
You're done when:
You can explain your weak level, the level underneath, and whether your asking needs attention.
Why this works
Start with your gut, then check your count card. Find the smallest pool or the step people stop taking.
Many followers but a small list points to subscribers. A list with few offer enquiries or calls points to prospects.
Go one layer deeper. My shortage of booked calls came from followers and subscribers not growing fast enough.
Rare invites suggest not asking enough. Frequent invites with few yeses suggest not asking well.
My notes post and replay email below show value-first invites.
See my example
Step 3: Pick one strategy for 3 to 6 months, and check your numbers every week
You get: Your lead plan, the next page and your weekly number check.
Pick one strategy and set your weekly check
Paste your count card and weak-level note from Steps 1 and 2.
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me pick ONE lead strategy for the next 3 to 6 months, the one playbook page to open next, and my weekly number check, and give it to me as one lead plan.
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]
We are making my lead plan: ONE strategy that works on my weak level, the one page to open next, and a 15 to 30 minute weekly check of my numbers. This box does not build the strategy itself. The page it points to does that. I should have my plan within about four of your replies.
[ROLE]
You are a warm, practical coach who helps coaches and consultants commit to one lead strategy and stick with it long enough to see traction. My coach Marc Teo says most people don't have leads because they don't know which strategy is their first priority, or they are not doing it. His rule: choose based on my stage, my available time and my audience size, and pick what fits my strengths, my style and my season of life right now. His list below is suggestions, not rules, and each stage does not mean I can only do what is listed there. Choose one first, then layer in the next once it has momentum. A good plan has ONE strategy, one page and a weekly slot I will really keep. A bad plan has three strategies at once, or a strategy that does not touch my weak level.
Marc's list of what to focus on first, by stage, with the level each one works on and its playbook page:
JUST STARTING (small audience, little traction, want growth as soon as possible)
1. Direct outreach, the OPP Strategy (Level 1): OPP Strategy, https://audienceaccelerator.marcteo.com/opp-strategy/
2. Events & Communities (Level 1): Events & Communities, https://audienceaccelerator.marcteo.com/events-communities/
3. Short-form videos, optional (Level 1): no playbook page for this one yet
4. Booked calls (Level 3): Effortless Sales System, https://effortlesssalessystem.marcteo.com
GROWING (decent sized audience, some traction, want consistency)
5. Building a subscriber list (Level 2): Daily Lead Machine, https://dailyleadmachine.marcteo.com
6. Lead magnets (Level 2): Lead Magnet Launch, https://attractionassets.marcteo.com
7. Mini VSLs (Level 3): Mini VSL, https://minivsl.marcteo.com
8. Promoting my offer doc (Level 3): Golden Offer, https://goldenoffer.marcteo.com
9. Live workshops (Level 3): Workshop Launch, https://workshoplaunch.marcteo.com
SCALING (medium to large audience, decent traction, want leverage)
10. JV partnerships (Level 1): JVs & Partnerships, https://audienceaccelerator.marcteo.com/jvs-partnerships/
11. Referral strategies (Level 2): Referral Systems, https://audienceaccelerator.marcteo.com/referral-engine/
12. Evergreen VSLs and email nurture (Level 3): Mini VSL, https://minivsl.marcteo.com
ANY STAGE, only if I already have past clients or people who asked about my offer before
13. A cash campaign, messaging those people directly (Level 3): Cash Campaign, https://cashcampaign.marcteo.com
Ads are also on Marc's scaling list, but there is no lesson for them yet, so never offer ads.
If my weak level is Level 1, Followers, my profile comes first: Social Media Foundations, https://socialmediafundamentals.marcteo.com. Marc says that without a clear profile, everything else is a losing battle.
STEP 1. If my weak level and my stage are in this chat, use them. Otherwise ask: "Paste your weak-level note and your count card from the last boxes, or tell me in one line which level is holding you back and your stage: just starting, growing or scaling."
STEP 2. Show me 2 to 4 options from Marc's list, with his numbers. First the ones from my stage that work on my weak level. If there are fewer than 2, add the closest ones from the rest of the list that work on my weak level. Give each one short line on why it fits, using only what I told you. Then ask: "Which one fits your strengths, your style and your season of life right now, including the time you really have? Give me a number, or type not sure." If I am not sure, suggest one, mark it (suggested), and say I can change it. If I am just starting and not sure, suggest number 1, because Marc says that if you're starting out and not too sure, he would just do OPP. A plain yes or "looks good" is not a choice, so ask once which number.
STEP 3. Ask: "Which day and time each week will you block 15 to 30 minutes to write down your numbers? For example, Sunday at 8pm. Type not sure if you don't know yet." If I am not sure, suggest one slot, mark it (suggested), and move on.
Before every question, check whether my earlier answers already tell you. If they do, use them and do not ask.
RULES
Use only what I tell you and Marc's list above. Give me ONE strategy, never two or three. Never add a strategy or a page that is not on the list. If I pick number 3, write: no playbook page for short-form videos yet. Never promise results from a strategy, never say how many leads or how much money it will bring, and never say how many hours it takes. Never say you opened a page, the tracker or any link: just give me the address. Keep my words of doubt, such as maybe or I think, where I used them, in the first version and in every new version. Do not build the strategy for me. If I ask, say the page it points to does that, and give me my plan first. If I say stop, end without another question.
FINAL OUTPUT
Final check: a working guess about my weak level stays (suggested), and the weekly subscriber count keeps the actual list name I gave, such as Email.
Give me one code block, the grey box with a Copy button, with exactly this inside it:
MY LEAD PLAN
MY WEAK LEVEL: Level [1, 2 or 3], [Followers, Subscribers or Prospects]
MY STAGE: [just starting, growing or scaling]
MY ONE STRATEGY FOR THE NEXT 3 TO 6 MONTHS: [Marc's number and name]
WHY THIS ONE: [one line, from what I told you]
OPEN NEXT: [page name], [address]
PROFILE FIRST: Social Media Foundations, https://socialmediafundamentals.marcteo.com (only if my weak level is Level 1; otherwise leave this line out)
MY WEEKLY CHECK: [day and time], 15 to 30 minutes
NUMBERS I WRITE DOWN EACH WEEK: followers on [main platform], subscribers on [main list], booked calls, new clients, revenue
THE ONE TO WATCH: [followers for a Level 1 strategy, subscribers for Level 2, booked calls for Level 3]
MY TRACKER: https://subscriberpool.marcteo.com/tracker (make a copy, then change the dates)
LAYER IN LATER, once this one has momentum: [one other number and name from the list] (suggested)
Keep every (suggested) mark. Keep every question outside the code block. Outside the box, say in one line that my next move is to open the page on my OPEN NEXT line, and that I can come back with new numbers each week. 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:
You have one strategy, its next page, and a 15 to 30 minute weekly check in your calendar.
Why this works
If followers are your weak level, start with Social Media Foundations. An unclear profile makes everything else a losing battle.
Leave ads for later. I have no ads lesson yet.
Block 15 to 30 minutes weekly to count followers, subscribers, booked calls, clients and revenue.
I uploaded my business documents into ChatGPT and asked it to find my biggest bottleneck. The answer was leads.
I knew what to do. I just hadn't made it a priority.
For you, this page might simply be a reminder to put lead generation first.
What a lead is
I use Alex Hormozi's definition: a lead is anyone you or your business can contact.
Engaged leads show interest in the results you offer. That matters more than likes or comments.
Some ideal clients watch silently. I signed a client I hadn't known existed after he watched my YouTube videos and Facebook posts.
The 3 levels of leads
Level 1, Followers: they follow your content and show interest. Your first clients often come from here.
Level 2 leads are subscribers who opted into a list, community or free resource. Nurturing them makes buying more likely.
Level 3, Prospects: they requested your offer doc, watched your VSL or booked a call. Help them decide whether your offer fits.
Clients are the fourth level, no longer leads. Count new clients to see whether prospects become clients.
Three foundations before any strategy
Audience first: understand who you serve, where they gather, their frustrations and their goals.
Avoid pitching too early. Lead with a guide, tool, checklist, assessment or content that solves a top problem.
Blend push and pull consistently. Push includes content, DMs and email invites, while pull includes lead magnets, referrals, community and events.
Keep showing up with value so leads keep coming in.
Not asking enough, or not asking well
When people aren't moving up, check your asking. You may not ask enough, or you may not ask effectively.
I struggle with this too. Inviting people doesn't have to feel salesy.
Pick one, then layer
Pick what fits your stage, strengths, style, time and season of life. My suggestions are not strict rules.
Focus on one strategy for at least three to six months. Add another once it has momentum.
If you're starting and unsure, I like OPP. That's where I began.
Make weekly tracking enjoyable with music or coffee. Once the habit is solid, you can hand it to a VA.
Library
My lead strategies by level, with the page for each
Every strategy from my Lead Generation Cheatsheet, grouped by the level it works on, with the playbook page that teaches it. You pick ONE of these in Step 3.
Level 1: Followers
These help more of the right people find you and follow you.
Your profile comes first: Social Media Foundations. If people can't tell what you do, who you help and why they should trust you, everything else is a losing battle.
https://socialmediafundamentals.marcteo.com
OPP Strategy (direct outreach): post useful snippets in groups where your ideal clients already are, then engage with the people who respond. I did this from the very beginning.
https://audienceaccelerator.marcteo.com/opp-strategy/
Events & Communities: show up live, online or in person, and connect properly with the people there.
https://audienceaccelerator.marcteo.com/events-communities/
JVs & Partnerships: partner with businesses and people who serve the same clients as you, so you can reach each other's audiences, and add value first.
https://audienceaccelerator.marcteo.com/jvs-partnerships/
Short-form videos (optional): helpful if video is part of your strategy. I have no playbook page for them to point you to here.
Level 2: Subscribers
These turn followers into people who opt in for deeper value.
Building a subscriber list: keep one free, genuinely useful thing in front of the right people every day, so they keep putting their hand up. Daily Lead Machine.
https://dailyleadmachine.marcteo.com
Lead magnets: one simple, high-value resource that solves a small problem your people care about, offered in exchange for their contact details. Lead Magnet Launch.
https://attractionassets.marcteo.com
Referral systems: ask happy clients for introductions at the right moment, especially right after a win. Referral Systems.
https://audienceaccelerator.marcteo.com/referral-engine/
Ads: on my list for scaling, but I have no ads lesson for you yet, so leave them for later.
Level 3: Prospects
These invite people to seriously consider working with you. Often the fix here is simply to ask more, or to ask better.
Mini VSL: a short video that introduces your offer and ends with one clear next step. It is also where to start for evergreen VSLs with email follow-up when you are scaling.
https://minivsl.marcteo.com
Offer doc: one clear page that breaks down your offer, who it's for, what's included, the outcomes, the price and how to join. Build it with the Golden Offer playbook.
https://goldenoffer.marcteo.com
Booked calls: a clean booking page with a few questions, shared with people who are already warm. Effortless Sales System.
https://effortlesssalessystem.marcteo.com
Live workshops: teach something practical live, then invite people to the next step. A workshop sits between subscribers and prospects, and after one, people are more likely to say yes to a call. Workshop Launch.
https://workshoplaunch.marcteo.com
A cash campaign: if you already have past clients and people who asked about your offer before, message them directly, because they are the people most likely to say yes. Cash Campaign.
https://cashcampaign.marcteo.com
[00:37:05] Marc T: So sometimes, actually the answer is you already know what to do.
[00:37:09] Marc T: The only question is, are you doing it?
[00:37:10] Marc T: So sometimes this entire training, the only job for some of you, the only outcome might be just the fact to remind you to prioritize lead generation.
[...]
[00:37:31] Marc T: So, last weekend, I was brainstorming with my business coach on ChatGPT, right?
[...]
[00:37:53] Marc T: I uploaded, I did deep research as well, uploaded all my business documents, my KPI, my financial reports, my game plan, my offers, my content.
[00:38:00] Marc T: And I asked it to identify where my biggest bottleneck is right now, right, when it comes to my business.
[00:38:05] Marc T: And the answer was leads, actually.
[...]
[00:38:10] Marc T: And when I went deeper, I realized that the biggest problem wasn't that I didn't know what to do.
[00:38:15] Marc T: It's just that I never prioritized it.
[00:38:17] Marc T: In my case, right, based on my season of my life, the biggest bottleneck was lead generation in terms of getting more people to put a call with me, right?
[00:38:27] Marc T: And followers, basically followers, subscribers, right?
[00:38:30] Marc T: So general leads.
[00:38:31] Marc T: And the only reason why I didn't have great leads is just because I never prioritized it for a very long time.
[...]
[01:22:00] Marc T: [...] it was only uploading all this data that chatubt ever told me my face your biggest problem is not conversion [...] my biggest problem was just not having enough was not enough book calls and that also comes from the fact i'm not increasing my followers or my subscribers enough [...] so on paper right it will say my probably is not enough book calls but when it went deeper they realized it's just because your followers are not increasing fast enough that's like oh crap i better practice this month
My lines only, from a training call with my Inner Circle clients. The recording garbled a few words: "chatubt" is ChatGPT, and "put a call" is book a call.
Where you see [...], I left out lines in between: which ChatGPT model I used, my own project for that month, a number about my conversion that I can no longer check, and a few garbled words. The last line comes from later in the same call, when I was showing the room how I track my numbers.
Which level is your bottleneck? My room's answer and mine, from the same call
[00:51:21] Marc T: So like said, there are three levels of leads.
[00:51:24] Marc T: The question to ask yourself is, which do you feel is your bigger, bigger bottleneck?
[00:51:29] Marc T: And then you can decide which to focus on first, which you'll cover later as well.
[...]
[00:51:48] Marc T: Just based on a gut level, before I explain anything, which one do you feel should be your biggest focus for your next three to six months?
[...]
[00:52:10] Marc T: Wow, everybody say prospects.
[...]
[00:52:20] Marc T: And this, I struggle with this as well.
[00:52:21] Marc T: So I feel all of you, by the way.
[00:52:23] Marc T: I know because I think our community here, we are quite similar in nature, which is one of the biggest reasons why we don't get enough prospects, is we don't ask enough.
[...]
[00:52:45] Marc T: So two things, you're not asking enough, or you're just not asking effectively.
[00:52:48] Marc T: So if there's anything to take away, for those who said prospects, right, basically is sometimes you just have to ask more often, or just ask more effectively.
[...]
[00:52:58] Marc T: My take, I realize, that...
[00:53:00] Marc T: It might not even be prospects for me, even though I do want to improve on that, right?
[00:53:03] Marc T: It's because it could even be full of subscribers for me, okay?
[00:53:06] Marc T: We have not because we ask not.
[...]
[00:53:12] Marc T: Because I know we don't like the idea of being salesy, right?
[00:53:14] Marc T: Or the idea of being too aggressive or too, like, really, like, like, disturbing people.
[00:53:18] Marc T: But obviously, there are ways to invite people in a non-salesy manner.
My lines only, from the same call. The clients in the room typed their answers in the chat and stay anonymous. Where you see [...], I left out short lines in between, such as asking the room to type in the chat.
The recording garbled a few words: "full of subscribers" was most likely followers or subscribers.
The 3 levels, as I wrote them in my Lead Generation Cheatsheet
To keep things simple, let’s go with Alex Hormozi’s definition:
A lead is anyone you (or your business) can contact.
That includes people in your phonebook, old clients, social followers, or even strangers on the street. But here’s the key:
👉 Not all leads are created equal.
What you really want are engaged leads, people who show real interest in the kind of transformation or results you offer.
[...]
So instead of chasing vanity metrics or random numbers, we want to help you attract the right leads, people who already care about what you do.
[...]
1️⃣ Followers
This is the broadest & easiest entry point in your funnel.
A follower is anyone who’s come across your content and shown a hint of interest by following you on social media.
These folks may not be leads yet, but they’re paying attention. And often, your very first wave of clients or customers will come from this group.
While we don’t want them to stay here forever, this is your first shot at building trust at scale.
[...]
2️⃣ Subscribers
Subscribers are a step deeper in trust than just Followers. They’ve taken action, whether by downloading a lead magnet, joining your community, or opting into a free resource.
They’ve raised their hand and said: “I want more.” or “I’m curious to find out more.”
This makes them warmer than passive followers and far more likely to become clients when nurtured well.
Think of this as your relationship-building layer.
They’re not just watching passively anymore; they’re opening emails, engaging with your trainings, and giving you permission to show up in their inbox.
[...]
3️⃣ Prospects
These are your most “sales-ready” leads.
They’ve moved beyond passive interest, taking clear steps like requesting your offer doc, watching your VSL, or scheduling a call. At this stage, they’re actively considering whether your offer is right for them.
Your goal isn’t just to inform, it’s to guide. Help them get clarity, remove doubts, and take the next step confidently.
Sometimes, the reason why you don’t have a consistent flow of clients is simply because you don’t ask. [...]
Parts of my written page, word for word, as last edited on 21 January 2026. I taught the same three levels live on my June 2025 call.
Where you see [...], I left out a story about another marketer's paid giveaway, my three foundations and a section about hooks (the foundations are in Read first on this page), the strategies listed under each level (they are in the library on this page), and one line pointing to those strategies.
What to focus on first, by stage: the whole section of my Lead Generation Cheatsheet
What to Focus on First?
With so many lead gen strategies, it’s easy to get overwhelmed.
Use this guide to simplify your decision based on your stage, available time, and audience size.
Each stage doesn’t mean you only do what’s recommended.
Instead, layer your strategies as you grow & always choose what fits your strengths, style, and season.
Remember, the guidelines below are simply suggestions. There’s no one right way, just the move that feels right for you.
Let’s find it.👇
🧱 Just Starting (Small audience, little traction, want growth ASAP)
Focus on:
- Direct Outreach (OPP Strategy)
- Events & Communities
- Short Form Videos (Optional)
- Booked Calls
Why:
You don’t need fancy funnels. You just need conversations. Focus on speed and relationships.
🌱 Growing (Decent sized audience, some traction, want consistency)
Focus on:
- Building a Subscriber List
- Lead Magnets
- Mini VSLs
- Promoting Your Offer Doc
- Live Workshops
Why:
Now’s the time to start creating assets that pre-sell for you. These help convert interest into real prospects, even while you sleep.
🌳 Scaling (Medium to large audience, decent traction, want leverage)
Focus on:
- Ads
- JV Partnerships
- Referral Strategies
- Evergreen VSLs + Email Nurture
Why:
You’re ready to scale. These systems help you reach more people and convert them without extra hours.
The whole section of my written page, word for word, as last edited on 21 January 2026. I taught the same list live on my June 2025 call.
Ads are on the Scaling list, but I have no ads lesson for you yet, so the box in Step 3 leaves them out. Short-form videos also have no playbook page yet. Every other item has its own playbook page in the library above.
Why I track my numbers every week, from my June 2025 Inner Circle call
[01:19:42] Marc T: Basically, one thing that I realized that one of the best things I did in the past six to 18 months was I started being consistent with tracking my numbers.
[...]
[01:20:17] Marc T: Okay, which is to actually track your numbers.
[01:20:20] Marc T: Because why?
[01:20:21] Marc T: If you're actually serious about your growth, I will build the habit to track your list and metrics.
[01:20:26] Marc T: It doesn't have to be daily.
[01:20:27] Marc T: I'll show you what I mean.
[01:20:28] Marc T: Even if feels very tedious at first.
[...]
[01:20:32] Marc T: It gives you so much more data to find out what you are missing or what's preventing you from growing.
[01:20:41] Marc T: Okay?
[01:20:41] Marc T: Like, I should have done this sooner.
[...]
[01:20:54] Marc T: I would actually do weekly for most of you because I know most of you have a lot of things on hand.
[01:20:57] Marc T: So, weekly at the very least.
[...]
[01:21:01] Marc T: Travels the funnel, measure followers, subscribers, book calls, do weekly reviews.
[01:21:05] Marc T: So what I do is, if I were doing it alone, I would spend 15, 30 minutes, I might play some music, right, do an environment where I feel enjoyable, and I'll generally just tediously go and copy numbers, paste it if I need to as well.
My lines only. The recording garbled a few words: "Travels the funnel" was track across the funnel.
Where you see [...], I left out lines about the assistant who helped me with tracking at the time, and a few short lines in between.
A free-notes post that invites followers one step in
After 2 years of experimenting...it's finally ready!!💙
In short, I've compiled all my best lessons on how I maximised AI to run my lifestyle business for free [...]
[...]
So if you want all the notes I've compiled for free, #AInotes" and I'll send you the link.
#MasterImplementers
P.S. This isn't a "preview" or a teaser. These're the actual notes I'll be giving to private clients in my coaching program.
My Facebook post, an excerpt. Where you see [...], I left out a short list in brackets of what the notes included, and the middle of the post: why I almost did not make the notes, and a list of what is inside them.
The ask line is exactly as I posted it, small slip included.
Thanks again for joining the Daily Lead Machine workshop. The recording and the full bonus pack [...] are all on one page here:
[...]
If you want me to look at your business specifically and map your next 90 days, I keep a few slots open each week for a business clarity consult. We find the real bottleneck and you leave with two to three clear moves. Zero pressure, if we are a fit I will share how, if not you still leave with a plan.
Book here: [...]
Any questions about your business, just reply here.
You got this,
Marc
My email to the people who joined my Daily Lead Machine workshop, an excerpt. The subject line was "[Daily Lead Machine] Your replay + the next step".
Where you see [...], I left out the list of bonuses, the replay page link with one line about it, and my booking link from that time.
Takeaways
Look for people who care about the result you offer.
Count before choosing a strategy. Keep guesses marked as guesses.
Check the level underneath the one that looks weak.
When people stop moving up, check how often and how well you ask.
Numbers are feedback to guide your next move, not to judge yourself.
Start today
Run all three boxes in one chat. Put your weekly check in your calendar.