RGA Playbook background
    RGA Playbook

    Revenue Generating ActivitiesPlaybook for Consultants

    The complete system for landing consulting clients using AI-powered outreach, positioning, and relationship building.

    Set it up once. Run your client acquisition workflow in minutes each day.

    Complete the setup checklist below

    Check off each step as you complete it to track your progress

    Setup Progress

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    One-Time Setup Process

    Setup Checklist

    Complete these steps once to configure your AI-powered client acquisition system.

    Step 1

    The Vision and Goal Planner

    Define your vision and set clear goals for your consulting business

    Open in Skool Classroom
    Step 2

    The Block Detector

    Identify and overcome the mental blocks holding you back

    Open in Skool Classroom
    Step 3

    ICP Targeter

    Define your ideal client profile with precision

    Open in Skool Classroom
    Step 4

    The Market Messenger

    Craft compelling messaging that resonates with your target market

    Open in Skool Classroom
    Step 5

    The Offer Designer

    Design irresistible offers that convert prospects into clients

    Open in Skool Classroom
    Step 6

    The Profile Optimizer

    Optimize your LinkedIn profile to attract ideal clients

    Open in Skool Classroom
    Step 7

    Download and Install Agent Skills

    Install these 4 essential skills to power your AI workflow

    • -icp-cloner
    • -case-study-landing-page
    • -dm-coach
    • -rga-playbook
    Step 8

    Gather Dependencies

    Collect these materials before starting

    • -PDF export from LinkedIn profile of favorite/ideal client or boss
    • -PDF export from YOUR LinkedIn profile
    • -Transcript describing track record of wins from 1 or more projects
    • -Create new folder on your computer called 'Launch Kit' to store project files
    Step 9Optional

    [OPTIONAL] Create Case Study

    Turn your wins into compelling proof that attracts ideal clients

    Step 10

    Create New Claude Project

    Set up your dedicated AI workspace with Launch Kit instructions

    Step 11

    Clone Your Ideal Client

    Start new chat and upload Profile PDF with 'clone this client' command

    Command to use:

    clone this client
    Step 12

    Save ICP Document

    Download and save the ICP document to your Launch Kit folder

    Step 13

    Optimize Your Profile

    Start new chat and upload YOUR profile PDF with 'optimize my profile' command

    Command to use:

    optimize my profile
    Step 14

    Update Your LinkedIn

    Make the suggested changes to your profile

    Recurring Workflow

    Your Ongoing Routine

    After completing the setup, run these commands on a recurring schedule in your Launch Kit folder.

    Open Claude Cowork Session

    Navigate to your Launch Kit folder and start a new session

    MonthlyFirst business day of every month
    update positioning

    Refine your positioning and messaging based on market feedback

    WeeklyFirst business day of every week
    find icp

    Find and prioritize new connections to reach out to

    create content

    Generate engaging content ideas and posts

    DailyEvery business day
    get paid connectionsOptional

    Review and organize your new LinkedIn connections from paid ads

    get connections

    Review and organize your new LinkedIn connections

    start conversations

    Get AI-assisted conversation starters for your connections

    follow up

    Follow up with prospects and continue ongoing conversations

    Follow this schedule consistently for steady pipeline growth

    25

    Connections daily

    from "find icp" command

    10+

    Conversations daily

    from "start conversations" command

    3-5

    Content pieces weekly

    from "create content" command