Your Week, in Plain Words
For: Chau Phan, Kenfoster Staffing
From: Tim and Jennifer
Before our call: Tuesday, September 29, 2026. About a 5 minute read. Tim will go deeper on the call.
1. What we did this week
We built two ways to bring you bigger, better clients: a Rotary program that puts you in real conversations with business owners who left Rotary, and a real estate program that reaches agents busy enough to need real help. We also looked hard at your numbers. All of it comes from your own sheet, dashboard and calls.
2. The health of your business
Your clients stay. Most of your 29 clients have been with you 8 months to 2 years. That loyalty is a real strength. Losing clients is not your problem.
The gap is size.
- 21 of your 29 clients buy under 8 hours a week.
- 10 clients buy exactly 2 hours a week, about 7% of your hours.
- Since May, almost every new client started at 2 hours. The big exception is the Member Minder Pro team, which came through Rotary.
- 8 clients carry about 76% of all your hours (217 of 285 a week).
Your best source is Rotary. Rotary clients average about 24.6 hours a week. LeTip clients average about 5.7. Even without the 120 hour Member Minder Pro account, Rotary still averages 8.75. Rotary is priority 1 for good reason.
One number to reconcile together. I'm just trying to understand your numbers. I believe you said $17,000 a month. When I add up the hours on your sheet, I get about 285 hours a week, which at $10 an hour is about $12,350 a month. Do we have something wrong? It may be clients on a different rate, fees, or people missing from the sheet. Let's line it up together Tuesday.
The fix is two things. Land bigger clients, and grow the small ones. The 2 hour start is the on ramp, not the destination. Tim said it on September 21: ask how much help they need first, and if they say 20, "Let's start there." Then "you could use the two-hour start as, you know, like a downsell."
3. Your cold email, honestly
Your GoHighLevel dashboard on September 17:
- About 82,000 people enrolled in your main email workflow.
- 0.06% replied. That is about 6 replies per 10,000 people.
- In your second workflow, 9% of emails bounced, meaning they never arrived.
A bounce rate that high means much of the email is likely not reaching inboxes. The pipes are the problem, not only the words.
What we recommend:
- Drop D7. The data is poor.
- Keep cold email out of Brevo. Brevo is built for people who opted in. Cold volume there puts your main domain and your Rotary emails at risk.
- Give cold email its own setup: 2 new sending domains (not kenfosterstaffing.com), 10 inboxes to start, and about 2 to 3 weeks of warm up (File 8) (sending slowly at first so inboxes learn to trust them).
4. Proof it works: Richard
On September 24 you had a sales call with Richard Nguyen, a real estate broker who closes about 35 to 40 deals a year. He said yes to 20 hours a week. Ten times your minimum. The contract still needs signing.
In his own words:
"My job is talking to people closing deal not to do MLS."
"I want to be on the productive side not the servicing … side."
"$10 an hour it mean 40 hours cost me … $400. My one hour prospecting I make more than that."
He argued your price for you.
His biggest concern was client data: "handle my clients a lot of information like driver license." The call moved on before he said your answer settled it, so we wrote a clearer one from only what you told him: a VPN, a HIPAA style non disclosure, a Gmail account the client owns, a password change and lockout if a VA is replaced, two factor logins, your VA leader and QA manager, and a client owned laptop if they want one. Please check every piece is true for every placement.
He is exactly who the real estate plan targets: 20 to 40 deals a year, losing selling time to paperwork.
5. What we built for you
An SOP is a step by step playbook: who does each step, when, and how many.
Rotary (priority 1)
- File 1, Rotary Call Script: your 15 to 20 minute recorded call with a former Rotarian, in 12 steps. Your business comes up once, always with an easy out.
- File 2, Rotary VA Outreach: the VA's words. Email, follow up, phone call, text, last call email, over 10 days, to book a call with you and invite them to RMB.
- File 3, Rotary SOP: who does each step, weekly rhythm, tracker.
It respects your line on member data. The VA books the call as a D5170 membership conversation. You hold the conversation yourself. The list keeps only name, club, email and phone. The reason someone left is never copied, and nothing is exported.
Real estate (priority 2)
- File 4, Real Estate Research: the research. Agents' own words about their pain, 49 real job posts, and the small tasks they most want gone.
- File 5, Real Estate Pattern Chart: sorts agents by deals a year (5 to 10, 10 to 20, 20 to 40) and by buyers or sellers, with each group's problems. Under 5 deals is left out.
- File 6, Real Estate Email, Text and Call Templates: the templates. Three emails, Robin's call script, voicemail, two texts, timing, and a test of two offers (half hear one, half the other, and we keep the winner).
- File 7, Real Estate SOP: who does each step, and 10 checks before anything sends. Earliest first send is mid to late October, after the new inboxes warm up.
- File 8, Email Setup: stop cold email from GoHighLevel, buy 2 new domains, and sign up for Zapmail and Instantly, all by Saturday 10/3.
6. What we need from you on Tuesday
- Offer B: yes or no to 5 free hours, and the price after. And what exactly does the 5 hour money back guarantee mean? A full refund if the first 5 hours aren't worth it?
- Rotary: how many former members left for business obligations? Can they attend RMB as guests? What are the mixer dates?
- Your weekly call slots: day, time and length.
- Calling capacity: Robin's real dialing hours, a dialer, or a second caller.
- Your current and past client list, so no client gets a cold email.
- Sender name and postal address. The law requires a real address in every cold email.
- How you send email today: Brevo only, or several inboxes?
- Are you on Upwork? If not, why not?
- The KPI sheet (dials, answers of 2 minutes or more, appointments requested and booked), and lining up your monthly revenue number (see above).
7. Tim's offer
If you don't already have several sending inboxes, Tim will set up your cold email system for free. His words: "I'll do that for free. No cost."
8. Later, one at a time
- Bookkeeping is next. It is your number 2 service, in your own words. A US accounting firm hiring a full time Philippines bookkeeper posted $1,500 to $2,000 a month for 40 hours: about $8.65 to $11.54 an hour. Your $10 sits right in the middle.
- Then healthcare, then mortgage.
- Maybe, an automatic sign up for the 2 hour offer, where people pay online without a call. Tim said it needs one clear type of client first, and enough recorded sales calls to copy what works.
9. How to read the files
Start with the two SOPs, which show who does what and when. Then read the scripts and templates, which hold the words. Anything in square brackets, like [PENDING CHAU TUESDAY], is a blank waiting for your answer. Nothing sends until those are filled.
See you Tuesday.
Tim and Jennifer