Turn the way you already get your clients results into one simple method with a name: from where they are now to where they want to be, in 3 to 5 steps you can teach, deliver and talk about again and again.
By this point, you should already know your business idea, who you are serving and roughly what you offer. If any of that still feels fuzzy, go back to the earlier lessons first, and ask for feedback if you are unsure.
This lesson is about your marketing and delivery process: the path you take a client along, from where they are now to where they want to be.
When you write that path down properly, you get more solid content ideas, you get clear on what to provide through your programs, and most importantly, you develop your own unique framework. That framework is your Signature Method.
Here is why it matters. On an Inner Circle call in May 2026, I asked the room: what is your signature process, your signature method, that people can remember you for?
Because if we are just teaching people everything we learned, or everything that is already out there, people won't remember us for it. It does not need to be complicated or comprehensive.
It just needs to be something people can remember you for.
It also sits right in the middle of your product. Your Ideal Client DNA is who you are built to serve.
Your Signature Method is your unique, repeatable process for getting those clients results. Your Golden Offer is that method packaged into one offer.
In 5 steps, you will pick the one Hell and the one Heaven your method is built around, unload how real people got from one to the other, group it into 4 to 6 milestones, fill in what happens at each milestone, and then simplify it into a model of 3 to 5 steps with a shape and a name. You walk away with the first version of your Signature Method on one page.
Four principles before you start
Do not expect to be perfect. What you build today is the FIRST version of your framework, not the final one.
Include the bare foundational principles that help your people get results, then keep improving it over time. Your clients will tell you what else they want, through the questions they keep asking and the places they keep getting stuck.
Keep it simple. Teaching advanced concepts does not mean you will help your people achieve advanced results.
It usually just confuses and overwhelms them. Get clear on the 20/80 of it, the minimum action steps that get results, and focus on foundational principles and step-by-step actions your clients can quickly understand and act on.
Don't sweat the small stuff. We all want to deliver something beautifully designed, with the perfect formatting, colours and visuals.
But many people forget to ask one question: is this essential to helping my clients get results? If the answer is no, don't spend time on it for now.
The clearer you are on your audience's problems, pain and process, the easier this will be. Everything still comes back to how well you really understand the people you serve.
The Hell to Heaven line
Take out a sheet of paper and draw a line with two endpoints. The starting point is Hell, where your clients are now.
The endpoint is Heaven, where they want to be.
When I taught this as milestone mapping in my Recurring Revenue Workshop in July 2025, I put it this way: what is their current situation, what is their dream outcome, and the gap between these two points becomes your program. Your Signature Method is the path across that gap, and every milestone is a stop on the way.
Unload, Simplify, Repackage
The whole lesson comes down to three parts. After you pick your Hell and Heaven in Step 1, Step 2 is the Unload, Steps 3 and 4 are the Simplify, and Step 5 is the Repackage.
Unload: take one to three case studies, yourself or your clients, and get everything out of your head. How exactly did you, or your client, get from A to Z?
Put it on a timeline, so there is a clear sequence and you can see the flow of what happened.
Simplify: group the processes together, reduce them to the essential milestones, and identify the core challenge at each one.
Repackage: make it easy and straightforward for people to follow. Three to five steps only, so if you have 10 to 15, condense them down to the bare essentials.
Then pick a shape for your model and give it a name.
I learned this Unload, Simplify, Repackage summary from a mentor of mine, and the credit for it stays with that mentor.
Milestones are what you deliver, the model is what you promote
You will end up with two things, and they do different jobs. Your 4 to 6 milestones, each with its topics, actions, resources and core challenge, are what you deliver inside your program.
Your model of 3 to 5 steps sits on top of them, and it is the simple version that is easy to communicate and promote.
There should always be a milestone for Foundations or Mindset, and it comes first. Even the example roadmap I showed in my July 2025 workshop goes foundations first, then step one, then step two.
How to use this page
Tap Copy at the top of the box in each step.
Paste it into your AI (ChatGPT, Claude or Gemini) and send it, ideally in the same chat each time, so it can use what you already told it.
Answer its questions one at a time, then keep what it gives you for the next step. If something is not quite right, tell your AI what is off the way you would tell a person, for example "too vague" or "that is not how my clients say it".
Step 1: Pick your one Hell and one Heaven
Your first decision is the two ends of the line. Hell is where your clients are now, and Heaven is where they want to be.
Brainstorm the top 5 to 10 things that describe each one, then get clear on the ONE Hell and the ONE Heaven you want this method to focus on.
Why only one of each? Because keeping it simple starts here.
One clear starting point and one clear result make every step after this easier, and the clearer you are on your audience's problems and pain, the easier this whole lesson becomes.
Describe both ends the way your clients would say them, not the way a textbook would. If you have not had clients yet, use your own journey.
Here is mine, the one sentence I use for my own ideal client: who they are, their Hell (they know what to do but are not doing it) and their Heaven (S$20-50K a month). The box below helps you brainstorm both lists from your own answers, then you pick.
Pick your one Hell and one Heaven
Copy the box below into your AI (ChatGPT, Claude or Gemini) and send it. It asks you three short questions, one at a time, drafts 5 to 10 lines for each end of your line, and then you pick one of each.
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me pick the ONE starting point (my Hell) and the ONE result (my Heaven) that my Signature Method is built around, and give them to me in one box.
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.
Use aliases and remove identifying combinations of details for any client or private person. Leave out phone numbers, emails and private information.
----------
[PURPOSE]
We are starting my Signature Method: one simple, repeatable process that carries my clients from where they are now (Hell) to where they want to be (Heaven). This box finds only the two ends of that line. It does not list steps, milestones, a model or a name. Those come in the next boxes. I should have the finished piece within about six of your replies.
[ROLE]
You are a warm, practical coach who helps coaches and consultants turn the way they already get clients results into a simple method. A good Hell is one specific situation my clients are in right now, described the way they would say it. A good Heaven is one specific result they want, which I can honestly help them reach. A bad pick is vague, such as "they are stuck" or "success", or crams five problems into one line, or promises a result I have never said I help with.
STEP 1. Ask: "Who do you help, and what do you help them with?"
STEP 2. Ask: "Think of the clients you have helped most, or yourself if you have not had clients yet. Where were they when they first came to you? Describe it the way they would say it. If it helps, think about what was going wrong and how it felt."
STEP 3. Ask: "Where did they want to be, or where did they end up after working with you? Describe it the way they would say it."
If I say I am not sure at any step, do not ask follow-up questions about it. Go on to the next step with what you have.
STEP 4. Write two lists. HELL: 5 to 10 short lines that describe where my clients are now, numbered 1 to 10. HEAVEN: 5 to 10 short lines that describe where they want to be, lettered A to J. Use my own words wherever I gave them. If I gave you little, suggest more lines built only from who I help and what I help them with, so each list has at least 5, and mark every line you had to suggest with (CHECK THIS). Then ask: "Which ONE Hell line and which ONE Heaven line should your method focus on? Give me one number and one letter, for example 3 and B, or rewrite either line in your own words." Stop and wait. Do not choose for me. A yes or "looks good" without a number and a letter is not a choice, so ask once more which ones I choose.
STEP 5. If the line I chose is still vague or covers several problems, suggest one sharper version built only from my words, and ask: "Do you keep yours, or use this sharper version?" Stop and wait. If both lines are already clear, go straight to the final output.
Before every question, check whether my earlier answers already tell you. If they do, use them and do not ask.
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. Never invent a result, a number, a client story or a promise. Keep my words of doubt, such as I think, maybe or not sure, exactly where I used them, in the first version and in every new version. Never turn something I was unsure about into a fact. If my Heaven is a result I have not said I help people reach, keep it marked (CHECK THIS). Do not write steps, milestones, a model or a name. If I ask for them, say they come in the next boxes and give me this first. If I say stop, end without another question.
FINAL OUTPUT
Give me one code block, the grey box with a Copy button, with exactly these four lines inside the box, plus any note the rules above ask for, and nothing else:
WHO I HELP:
WHAT I HELP THEM WITH:
MY HELL (where they are now):
MY HEAVEN (where they want to be):
Keep any (CHECK THIS) marks. Put any note about what is still unconfirmed, or about whose experience this is, inside the code block, so it travels with the piece. Keep every question outside the code block. Outside the box, say in one line that I can paste it at the start of the next box when I am ready to unload my clients' journeys. 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 all four lines again in one code block.
You are done with this step when
You have four lines: who you help, what you help them with, your ONE Hell and your ONE Heaven, each specific enough that a client would recognise themselves in it.
Step 2: Unload how real people got there
Now brainstorm ALL the actions and steps it takes to get from that Hell to that Heaven. Pick one to three case studies, yourself or your clients, and do a brain and verbal dump: how exactly did you, or your client, get from A to Z?
As I told my workshop room, don't organise it, just brain dump everything.
Talk it through like a story, including the messy parts and the places they got stuck. A verbal dump counts, so a voice note is a great way to do it.
Then put it on a timeline, so there is a clear sequence and progression and you can see the flow of what happened. Don't group or simplify anything yet.
That comes in the next step. I don't have a written unload of my own to show you here.
What an unload turns into is the kind of milestone list you will see in Step 3.
Why real journeys, and not a method you design from scratch? In an open coaching session in February 2025, a client asked me about sharing a framework ChatGPT had helped them make.
I told them that AI can give you lots of wonderful frameworks, but is it really proven to work and be practical? One of my own frameworks, I had used more than 100 or 200 times before I felt confident enough to share it.
So let your AI help you tidy your method, and let the method itself come from what actually worked.
Unload one to three real journeys
Copy the box below into your AI and send it. Paste your Hell and Heaven from Step 1, then tell it each person's journey like a story. It gives you one list of every action, in order.
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me unload how one to three real people got from Hell to Heaven, and give me one list of every action, in the order it happened.
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.
Use aliases and remove identifying combinations of details for any client or private person. Leave out phone numbers, emails and private information.
----------
[PURPOSE]
This is the Unload part of my Signature Method: getting everything out of my head before anything is simplified. We take one to three case studies, which can be my clients or myself, and write down exactly how each person got from A to Z, in order. The finished piece is one numbered list of every action and step, in order. This box does not group milestones, find challenges, pick a model or choose a name. With one person, I should have the finished piece within about five of your replies, and each extra person adds about two.
[ROLE]
You are a warm, practical coach who helps coaches and consultants write down the process they already use. A good unload is real and specific: what the person actually did, what I taught or set up with them, and the order it happened in, including the messy parts. A bad unload is the neat process I wish had happened, steps copied from someone else's program, or a list with no order.
STEP 1. If my Hell and Heaven are already in this chat, use them. Otherwise ask: "Paste your Hell and Heaven from the last box, or tell me in one line each where your clients start and where they want to be."
STEP 2. Ask: "Who is the first person whose journey we will unload? It can be a past client or yourself. Give them a nickname instead of their real name."
STEP 3. Ask: "Tell me how [nickname] got from Hell to Heaven, from the very start to the result, like a story: what they did first and next, what you taught them or set up with them, and where they got stuck. Long and messy is fine."
If I am not sure how the journey went, ask once: "Think of the last time you helped someone with this. What was the first thing you did together, and what came next?" If I am still not sure, use what I told you about the work I do with clients as the timeline, in the order I usually do it, and mark the order (CHECK THIS). Do not keep asking.
STEP 4. Turn the story into a numbered timeline of actions, in order, using my words. If there is one big gap in the middle, ask about that gap only, once: "What happened between [this action] and [that action]? Type skip if you are not sure." Then show me the timeline and ask: "Would you like to unload another person, up to three in total? Tell me their nickname, or type done."
STEP 5. For each extra person, repeat Steps 3 and 4. Stop at three people.
STEP 6. When I type done, or after the third person, go to the final output.
Before every question, check whether my earlier answers already tell you. If they do, use them and do not ask.
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. Never add an action, a result, a number or a detail that I did not give you. Keep my words of doubt, such as I think, maybe or not sure, exactly where I used them, in the first version and in every new version. Never turn something I was unsure about into a fact. If I skip a gap, write [gap: not sure yet] in the list instead of filling it. Keep every person's nickname, never a real name. Do not group the actions into milestones, find challenges, pick a model or suggest a name. If I ask for them, say they come in the next boxes and give me this first. If I say stop, end without another question.
FINAL OUTPUT
Merge every timeline into ONE numbered list of every action and step, in the order they usually happen. Remove exact repeats, but keep any action only one person took, marked (only [nickname]). Give me one code block, the grey box with a Copy button, with exactly this inside it:
MY HELL:
MY HEAVEN:
PEOPLE I UNLOADED: [nicknames]
EVERY ACTION, IN ORDER:
1.
2.
(and so on)
Put any note about what is still unconfirmed, or about whose experience this is, inside the code block, so it travels with the piece. Keep every question outside the code block. Outside the box, say in one line that I can paste it at the start of the next box when I am ready to group it into milestones. 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 list again in one code block.
You are done with this step when
You have one numbered list of every action and step, in the order it happened, from one to three real journeys, with every client under a nickname.
Step 3: Group it into 4 to 6 milestones
Next, group the processes together and reduce your list to the essential milestones. Ask yourself: what are the 4 to 6 key milestones my clients need to reach to get from Hell to Heaven?
Milestones are the mini goals. They mark real progress, and they work as checkpoints that prove your clients are on track.
So be specific and be practical, and give each one a short, plain name with the actions that get them there underneath it.
In that July 2025 workshop, I also showed the room my own milestones for coaches who want successful clients. Number one was creating their offer and validating it with at least five to ten paying clients.
That set is mine, not a map to copy, and it does not include the foundations milestone, so use it only to see how specific a milestone can be.
A milestone is about what your clients must do and achieve, not about what you offer. When I taught this in a video in January 2024, I said this is not about what you are offering yet, so don't write lines like attend a coaching call or ask questions.
It is about what they must do. In that video, I used a dating coach who helps people find a relationship through dating apps as an example.
The milestones could be: optimise your profile, swipe through potential partners, invite people on dates and go on them, then decide who you want to commit to.
Your milestones can also include what other coaches leave out. In that same video, I explained that most sales and marketing coaches won't really talk about high performance as a core stage.
But I realised over and over again that the reason most people fail is that they don't focus on high performance systems and consistent action, so it became one of my own stages.
There should always be a milestone for Foundations or Mindset. Here is my map from my original worksheet, with Foundations + Mindset first.
It has seven milestones, one more than I suggest, so aim for four to six.
Group your actions into milestones
Copy the box below into your AI and send it. Paste your list of every action from Step 2, and it groups them into 4 to 6 milestones, Foundations or Mindset first, for you to check.
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me group every action from my unload into 4 to 6 milestones, with Foundations or Mindset first, and give me my milestone map.
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.
Use aliases and remove identifying combinations of details for any client or private person. Leave out phone numbers, emails and private information.
----------
[PURPOSE]
This is the first half of the Simplify part of my Signature Method. We group the actions my clients take into the 4 to 6 key milestones they need to reach to get from Hell to Heaven. The finished piece is my milestone map: each milestone with a short plain name and the actions grouped under it. This box does not fill in topics, resources or challenges, pick a model or choose a name. I should have the finished piece within about four of your replies.
[ROLE]
You are a warm, practical coach who helps coaches and consultants turn a long list of actions into a few clear milestones. A good milestone is a stop on the journey that a client can tell they have reached, with a short plain name and the actions that get them there. A good map has 4 to 6 milestones in the order clients really move, and Milestone 1 is always Foundations or Mindset: the beliefs, habits and basics they need before anything else works. A bad map has ten milestones, jumbles the order, turns one small task into a milestone, or skips the foundations.
STEP 1. If my list of every action from the unload is already in this chat, use it. Otherwise ask: "Paste your list of every action from the last box. If you do not have one, list the main things your clients do from start to finish, in order, as many as you can think of."
STEP 2. If my Hell and Heaven are not in this chat or in what I pasted, ask: "Where do your clients start, and where do they want to be? One line each." If you already have them, skip this step.
STEP 3. Group my actions into 4 to 6 milestones, keeping the order I gave them. Milestone 1 is Foundations or Mindset: the beliefs, habits and basics my clients need first. If my first actions really are about that, give that milestone a plain name of its own. If they are not, say so in one line and add a Foundations or Mindset milestone before them, built only from what I told you, marked (CHECK THIS). Never just relabel an ordinary group as Foundations. If I turn down the Foundations or Mindset milestone you added, remove it, start with my first group under its own plain name with no Foundations label, and add this line inside the code block: NOTE: No Foundations or Mindset milestone yet. My coach's method suggests one, so I will come back to it. Give each milestone a short plain name and list my actions under it, in my words. Put any action that does not fit anywhere under LEFT OVER. If my list is too short to make at least 4 milestones, suggest the missing milestones yourself, built only from my Hell, my Heaven and what I told you about my work, each marked (CHECK THIS). Never leave a milestone blank: a first version I can test with clients is the goal, not a perfect one. Then ask: "Does this match how your clients really move? Tell me any milestone to merge, split, rename or move, or type ok."
STEP 4. Make the changes I asked for, once, then go to the final output. If I typed ok, go straight to the final output.
Before every question, check whether my earlier answers already tell you. If they do, use them and do not ask.
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.
Use the example below for its shape, not its facts. It is my coach Marc Teo's own milestone map from his worksheet, exactly as he wrote it. His has seven milestones. Aim for four to six.
Milestone #1: Foundations + Mindset
Milestone #2: Clarity of Purpose
Milestone #3: Identifying your Priorities
Milestone #4: Planning your Goals & Action Plans
Milestone #5: Crafting your Process
Milestone #6: Performing at Peak Energy Levels
Milestone #7: Sustainable Success
RULES
Use only what I tell you. Never add an action I did not give you, except inside a milestone you suggested, and mark every suggested milestone and action (CHECK THIS). Keep my words of doubt, such as I think, maybe or not sure, exactly where I used them, in the first version and in every new version. Never turn something I was unsure about into a fact. Never copy Marc's milestones into my map. Do not fill in topics, resources or challenges, pick a model or suggest a name. If I ask for them, say they come in the next boxes and give me this first. If I say stop, end without another question.
FINAL OUTPUT
Give me one code block, the grey box with a Copy button, with exactly this inside it:
MY HELL:
MY HEAVEN:
MILESTONE 1: [name] (add "(Foundations or Mindset)" after the name only when it really is that milestone)
- [action]
- [action]
MILESTONE 2: [name]
- [action]
(and so on, 4 to 6 milestones)
LEFT OVER: [only if any action did not fit]
Keep any (CHECK THIS) marks. Put any note about what is still unconfirmed, or about whose experience this is, inside the code block, so it travels with the piece. Keep every question outside the code block. Outside the box, say in one line that I can paste it at the start of the next box when I am ready to fill in each milestone. 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 map again in one code block.
You are done with this step when
You have 4 to 6 milestones in the order your clients really move, Foundations or Mindset first, each with a short plain name and its actions underneath.
Step 4: Fill in what happens at each milestone
Now go one layer deeper on every milestone. What are the key concepts and topics your clients need?
What action items do they need to complete to reach it? And what other resources can you give them to help, for example a tracking spreadsheet or your tech recommendations and setup?
Then go deeper still and name the core challenge at each milestone: the place your clients get stuck as they go through it.
This map is what gives you more solid content ideas and makes it clear what to provide through your programs. As I said in my July 2025 workshop, when you know exactly what success looks like, creating your content, your training and your coaching becomes extremely simple.
Here is part of my own map, with the challenges I wrote down for that milestone.
Fill in each milestone
Copy the box below into your AI and send it. Paste your milestone map from Step 3. It drafts the topics and actions, then asks you where your clients get stuck and what resources you already have.
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me fill in each milestone of my Signature Method with its key topics, action items, helpful resources and core challenge, and give me my full map.
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.
Use aliases and remove identifying combinations of details for any client or private person. Leave out phone numbers, emails and private information.
----------
[PURPOSE]
This is the second half of the Simplify part of my Signature Method. For each milestone we write down what my clients need to learn, what they need to do, what I can give them to help, and the core challenge where they get stuck. The finished piece is my full milestone map, which shows what I deliver at each stop. This box does not pick a model or choose a name. I should have the finished piece within about five of your replies.
[ROLE]
You are a warm, practical coach who helps coaches and consultants map what they deliver. For each milestone:
TOPICS are the key concepts my clients need to understand.
ACTIONS are what they need to do to reach the milestone.
RESOURCES are things I can hand them, such as a tracking spreadsheet, a template, a checklist, a recording or tech recommendations and setup.
CORE CHALLENGE is the real place my clients get stuck, in plain words, such as perfectionism or overwhelm.
A good map is short and specific to my clients. A bad map is generic, lists resources I do not have as if they already exist, or invents challenges I never described.
STEP 1. If my milestone map is already in this chat, use it. Otherwise ask: "Paste your milestone map from the last box. If you do not have one, list your 4 to 6 milestones in order, one line each."
If I am not sure what my milestones are and you do not yet know who I help and the result they want, ask that first: "In one line, who do you help and what result do they want?" Then suggest 4 milestones built only from what I told you, each marked (CHECK THIS), and go on.
STEP 2. Draft TOPICS and ACTIONS for every milestone, built only from what I told you, using my words where I gave them. Mark every line you had to suggest with (CHECK THIS). Show me the draft, then ask: "Where do your clients usually get stuck at each milestone? Go through them in order, or tell me the ones you know. Type skip for any you are not sure about."
STEP 3. Add my challenges in my words. For any milestone I skipped, suggest one challenge built only from what I told you, marked (CHECK THIS). Then ask: "What do you already have or use with clients that could help at any milestone, such as a spreadsheet, a template, a checklist or a recording? List them, or type none."
STEP 4. Put each resource I named under the milestone it fits. You may add one or two resource ideas per milestone, each marked (idea, not made yet). Then go to the final output.
Before every question, check whether my earlier answers already tell you. If they do, use them and do not ask.
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.
Use the example below for its shape, not its facts. It is my coach Marc Teo's own map from his worksheet, word for word apart from one stray comma removed, with the topics under each milestone and the challenges he wrote down for it.
Milestone #1: Foundations + Mindset
- Winning mindset
- How to maximise your learning
Challenges: Too many resources, challenges, etc.
Milestone #2: Purpose
- Brain Dump
- Identify Patterns
- Purpose Statement / Vision Board / Exciting Life Goals
Challenges: Perfectionism, Overthinking, Paralysis
Milestone #3: Priorities
- 12 Core Categories
- Selection
Challenges: Overwhelmed, Switching Halfway, Confusion, Can't Let Go, FOMO
Milestone #4: Planning
- Quarterly Planning
- Setting Goals
- Deciding on Action Plans
Challenges: Unclear, Vague Goals, etc.
Milestone #5: Process
- Calendar Framework
- Perfect Typical Day & Week
- All Other Tasks
Challenges: Inconsistency, unable to adapt, unexpected circumstances
Milestone #6: Perform
- Recharge
- Review
- Relaunch
Challenges: Unclear, Vague Goals, Guilty when resting, Burnout, etc.
Milestone #7: Sustainable Success
- Optimising your Environment
- Getting Feedback & Accountability
- Overcoming Fear
Challenges: Procrastinate, Lack of Courage, etc.
RULES
Use only what I tell you. Keep my words of doubt, such as I think, maybe or not sure, exactly where I used them, in the first version and in every new version. Never turn something I was unsure about into a fact. Never say I have a resource unless I named it. Never leave TOPICS or ACTIONS blank: suggest them, marked (CHECK THIS). Never copy Marc's topics or challenges into my map. Keep my milestones and their order exactly as I gave them, unless I ask you to change them. Do not pick a model or suggest a name. If I ask for them, say they come in the next box and give me this first. If I say stop, end without another question.
FINAL OUTPUT
Give me one code block, the grey box with a Copy button, with exactly this inside it, for every milestone in order:
MILESTONE 1: [name]
TOPICS:
ACTIONS:
RESOURCES:
CORE CHALLENGE:
(and so on for every milestone)
Keep every (CHECK THIS) and (idea, not made yet) mark. Put any note about what is still unconfirmed, or about whose experience this is, inside the code block, so it travels with the piece. Keep every question outside the code block. Outside the box, say in one line that I can paste it at the start of the next box when I am ready to simplify and name my model. 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 map again in one code block.
You are done with this step when
Every milestone has its topics, its actions, the resources you have or could make, and its core challenge, written the way your clients would say it.
Step 5: Simplify it and name it
Last, distil everything into one simple model that is easy to communicate and promote. Make it 3 to 5 steps only.
If you have 10 to 15, condense them down to the bare essentials. Your milestones stay underneath as what you deliver.
Simple really matters here. I was guilty of this myself in the past, and I know programs that cost $30,000 or more that still struggle with it: their modules and content are so overwhelming that nobody can use them.
When a client showed me a five-step framework on a group call in March 2025, I told them I love three steps, because it is a lot easier than five.
Then pick a shape, so people can picture your model: a pyramid, a timeline, steps, a table, a cyclical circle, or a star for five steps.
Here is a finished model of mine: the three phases I generally use for my programs, Start/Clarity, Launch/Build and Soar/Scale. Each phase has a short name and a plain description of what happens in it.
After that, brainstorm a unique name that is easy to remember, one you can use over and over again. As I say in my Golden Offer training, clear beats attractive every time.
You can name and brand your systems, but don't overdo it. Finding a name that sticks will take time, so don't worry about it being perfect from the very beginning.
It doesn't happen. Start with a working name, and change it later if a better one comes.
Here are the names I listed on my original worksheet as examples, so you can hear what a memorable name sounds like. Use them for their feel, not to copy.
Simplify and name your model
Copy the box below into your AI and send it. Paste your full map from Step 4. It condenses it into 3 to 5 steps, suggests two shapes and five names, and gives you your Signature Method on one page.
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me turn my milestone map into one simple model of 3 to 5 steps, pick its shape and choose its name, and give me my Signature Method on one page.
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.
Use aliases and remove identifying combinations of details for any client or private person. Leave out phone numbers, emails and private information.
----------
[PURPOSE]
This is the Repackage part of my Signature Method. We condense my milestones into one simple model of 3 to 5 steps that is easy to say, draw and promote, pick the shape it is drawn in, and give it a memorable name I can use again and again. My milestone map stays behind it as what I deliver. This is my first version, not my final one. I should have the finished piece within about seven of your replies.
[ROLE]
You are a warm, practical coach who helps coaches and consultants name and package their method. A good model has 3 to 5 steps, each a few plain words, in order, that a client understands on the first read and I can say in one breath. A good name is easy to remember and easy to say, and fits what the method does. A bad model has 10 to 15 steps, clever words my clients would not understand, or a step that is really two steps. A bad name is hard to say, promises a result I cannot deliver, or copies a name from someone else's program.
The shapes to choose from: pyramid, timeline, steps, table, cyclical circle, or a star for five steps.
STEP 1. If my milestone map is already in this chat, use it. Otherwise ask: "Paste your milestone map from the last box. If you only have your list of milestones, that is fine too."
STEP 2. If my Hell and Heaven are not in this chat or in what I pasted, ask: "Where do your clients start, and where do they want to be? One line each." If you already have them, skip this step.
If my map has blanks or I am not sure of my milestones, suggest what fills them, built only from what I told you, each marked (CHECK THIS), and go on. Never leave a step blank.
STEP 3. Condense my milestones into 3 to 5 steps. Merge milestones that belong together, and keep the order. Give each step a short plain name and one line on what happens there, and show which of my milestones sit under it. Then ask: "Do these steps feel right? Tell me what to change, or type ok."
STEP 4. Make any change I asked for, once. Then suggest the two shapes from the list above that fit my steps best, numbered 1 and 2, with one line each on why. Ask: "Which shape do you pick, 1 or 2? You can also name a different one from the list." Stop and wait. Do not choose for me.
STEP 5. Ask: "Do you already have a name in mind, even a rough one? Type it, or type none."
STEP 6. Suggest five names, numbered 1 to 5, built from my steps, my Hell and Heaven, and any name I gave you. Mix the styles: a plain descriptive name, a name about the result, and a short catchy one. Use an acronym only if my step words make one naturally. Give one line on each. Then ask: "Which number do you choose? You can also change one, or keep a working name for now." Stop and wait. Do not choose for me. A yes or "looks good" without a number or a name is not a choice, so ask once more which one I choose.
STEP 7. Go to the final output.
Before every question, check whether my earlier answers already tell you. If they do, use them and do not ask.
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.
Use the names below for their feel, not to copy. These are names my coach Marc Teo listed on his worksheet as examples of names that stick: Own Your Voice, Master Implementers, Strategic Attraction, NLP, HTC, UPW, Options Millionaire Intensive.
RULES
Use only what I tell you. Never invent a result, a number or a promise for the name or the steps. Keep my words of doubt, such as I think, maybe or not sure, exactly where I used them, in the first version and in every new version. Never turn something I was unsure about into a fact. Never claim a name is free to use, trademarked or available. Never use Marc's names or anyone else's program names as mine. Keep my milestones exactly as I gave them in the map behind the model. If I say stop, end without another question.
FINAL OUTPUT
Give me one code block, the grey box with a Copy button, with exactly this inside it:
MY SIGNATURE METHOD (first version)
NAME:
WHO IT IS FOR:
FROM (my Hell):
TO (my Heaven):
SHAPE:
THE STEPS:
1. [step name]: [one line on what happens]
(3 to 5 steps)
WHAT I DELIVER BEHIND IT:
Step 1: [the milestones under it]
(and so on for every step)
Keep any (CHECK THIS) marks. Put any note about what is still unconfirmed, or about whose experience this is, inside the code block, so it travels with the piece. Keep every question outside the code block. Outside the box, say in one line that a name that sticks takes time, so I can use this as a working name and change it later. 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 piece again in one code block.
You are done with this step when
You have your Signature Method on one page: a name, who it is for, your Hell and Heaven, a shape, 3 to 5 steps in plain words, and the milestones you deliver behind each step.
An experienced coach or consultant who is entering a new season, knows what to do but is not doing it, and wants to reach S$20-50K a month with me personally in their corner.
From my brand notes, as I approved it in October 2026. It is here only for its shape.
What to notice
One sentence holds all three parts: who they are (an experienced coach or consultant entering a new season), their Hell (they know what to do but are not doing it) and their Heaven (S$20-50K a month).
Why a signature method matters, from an Inner Circle call
[00:46:51] Marc T: Number two, signature method.
[00:46:52] Marc T: So this is a brand new process, and this is actually what I'm showing you guys right now.
[00:46:58] Marc T: Okay?
[00:46:59] Marc T: And again, you don't have to do an...
[00:47:00] Marc T: So complicated or too comprehensive, but what is your signature process, your signature method that people can remember you for?
[00:47:07] Marc T: Because if we are just teaching people everything that we learned, or everything is out there, people won't remember it for it.
[00:47:14] Marc T: So what's your signature method?
My lines from a call with my Inner Circle clients, where I was walking them through what they need to be clear on. The recording garbled a few words.
Is your framework really proven? From an open coaching session
[01:51:01] Marc T: The thing is, change BT or AI can give you lot of wonderful frameworks, but is it really proven to work and be practical?
[01:51:09] Marc T: So I might even question the belief that you need to share this framework if you haven't tested it out for you.
[...]
[01:53:14] Marc T: I've done it like more than 100, 200 times, and then I'm confident enough to share the framework.
My lines only, from an open coaching session with a client who had a framework ChatGPT helped them make. The client stays anonymous. "change BT" is how the recording heard ChatGPT. Where you see [...], I left out the client's words and a few lines in between. The last line is about one of my own frameworks.
My milestone mapping and roadmap, from my Recurring Revenue Workshop
[00:23:30] Marc T: But when you want to do a proper setup of your program, right, you can do what I call milestone mapping, which is first asking yourself what does success actually look like for your clients, okay?
[00:23:41] Marc T: So, what happens is you want to find out what are the key results you believe that clients will need for them to succeed with you.
[00:23:49] Marc T: What are some key milestones, okay?
[00:23:52] Marc T: So, what you do is you can always map out, right, understand where they are starting, where are most of your clients starting, right, and where they want to go.
[00:23:57] Marc T: What's their current situation?
[00:23:58] Marc T: What's their dream outcome?
[00:24:00] Marc T: The gap between these two points becomes your program, okay?
[00:24:02] Marc T: And then what you want do is to brainstorm all the necessary actions and steps, what needs to happen for them to get from point A to point B.
[00:24:10] Marc T: Don't organize it, just brain dump everything, okay?
[...]
[00:24:16] Marc T: Okay, these are the mini goals, right?
[00:24:18] Marc T: Mark real progress, right?
[00:24:19] Marc T: And then think of them as checkpoints to prove that they're on track.
[00:24:22] Marc T: Okay, so for example, this could be, right, example, right?
[00:24:25] Marc T: If number one, I think people want, for me, right, if I feel that I want successful clients, this is typically what I believe that they will need.
[00:24:32] Marc T: Number one, they need to create their offer and validate it with at least five to ten paying clients, that's milestone number one.
[00:24:39] Marc T: Number two is they need to create about three times content per week with at least about 20 engagements, right, plus minus, right?
[00:24:45] Marc T: Number three is they need to have a system or process that generates about five book calls per week on average, okay?
[00:24:51] Marc T: And then a sales process with at least 50 conversion rates after 10 calls, right?
[00:24:55] Marc T: And then a daily system with 80% completion rate of the key activities.
[...]
[00:25:01] Marc T: The question is, what do you think would be your key milestones?
[00:25:04] Marc T: Okay, so again, be specific, be practical, right?
[00:25:08] Marc T: And when you know what exactly what success looks like, creating your content, creating your training, creating your coaching becomes extremely simple as well.
[...]
[00:28:00] Marc T: So, what happens is, and this, I was guilty of it, right, in the past, and I know a lot of programs that cost $30,000 or more, they still struggle with it even today, by the way.
[00:28:09] Marc T: Even today, their programs, their modules, their content are so freaking overwhelming, nobody can use that.
[00:28:14] Marc T: Okay?
[00:28:14] Marc T: So what you're going to do is, you want to build a step-by-step roadmap so that clients actually know what they can expect when working with you.
[00:28:23] Marc T: So, even if it's a live or mindset program, right, can you actually share with them what would be some of the step-by-step roadmap?
[00:28:29] Marc T: That will get them to the results that you promised them.
[00:28:32] Marc T: Is it self-awareness first, right?
[00:28:34] Marc T: Then talk about self-awareness, right?
[00:28:35] Marc T: Less foundations that go through some self-awareness exercises, right?
[00:28:38] Marc T: Number two, is it clearing your limiting beliefs, right?
[00:28:41] Marc T: And number three is, is it adopting powerful habits?
[00:28:42] Marc T: Again, no idea, right?
[00:28:44] Marc T: Think through about how you want to structure your step-by-step roadmap, okay?
[00:28:48] Marc T: So, this is an example roadmap structure.
[00:28:50] Marc T: So, I kind of took this out, I kind of combined it here.
[00:28:53] Marc T: So, you have foundations, you have step one, you have step two, you have some records.
[...]
[00:29:00] Marc T: So watch at your own risk, but at the end of the day, you either do foundations first, and then do step one, step two.
My lines from the live workshop. Where you see [...], I left out four things: one line where I gave the room a wider range for the number of milestones than this page uses (this page follows my original worksheet, four to six), two lines the recording garbled after my example milestones, about three minutes between the two parts, and three garbled lines about bonus recordings. The recording also garbled a few words in the lines I kept.
The five milestones in the middle are mine, for coaches who want successful clients. They are here only for their shape: each one is specific and practical enough to check.
My milestone map, from my original Content & Delivery Frameworks worksheet
Milestone #1: Foundations + Mindset
Milestone #2: Clarity of Purpose
Milestone #3: Identifying your Priorities
Milestone #4: Planning your Goals & Action Plans
Milestone #5: Crafting your Process
Milestone #6: Performing at Peak Energy Levels
Milestone #7: Sustainable Success
My example from the worksheet I first wrote for this lesson, word for word. I first wrote the worksheet in November 2021 and last edited it in April 2024. It has seven milestones, one more than the four to six I suggest. It is here only for its shape.
My milestones filled in, with the challenges I wrote down for each
Milestone #1: Foundations + Mindset
- Winning mindset
- How to maximise your learning
Challenges: Too many resources, challenges, etc.
Milestone #2: Purpose
- Brain Dump
- Identify Patterns
- Purpose Statement / Vision Board / Exciting Life Goals
Challenges: Perfectionism, Overthinking, Paralysis
Milestone #3: Priorities
- 12 Core Categories
- Selection
Challenges: Overwhelmed, Switching Halfway, Confusion, Can't Let Go, FOMO
Milestone #4: Planning
- Quarterly Planning
- Setting Goals
- Deciding on Action Plans
Challenges: Unclear, Vague Goals, etc.
Milestone #5: Process
- Calendar Framework
- Perfect Typical Day & Week
- All Other Tasks
Challenges: Inconsistency, unable to adapt, unexpected circumstances
Milestone #6: Perform
- Recharge
- Review
- Relaunch
Challenges: Unclear, Vague Goals, Guilty when resting, Burnout, etc.
Milestone #7: Sustainable Success
- Optimising your Environment
- Getting Feedback & Accountability
- Overcoming Fear
Challenges: Procrastinate, Lack of Courage, etc.
From the same worksheet (first written November 2021, last edited April 2024), word for word apart from one stray comma I removed, with a blank line added between milestones so it is easier to read. Under each milestone are its topics and actions, then the challenges I wrote down for it. It is here only for its shape.
What to notice
Each milestone has only a few topics, and the challenges are written the way people actually feel them: perfectionism, overthinking, burnout, guilty when resting.
Generally speaking, I break my programs into 3 main phases with specific goals and timelines so prospects know exactly what to expect when they join.
Phase 1: Start/Clarity (Month 1)
This is when you kickstart their progress and help them get quick wins for maximum momentum.
Think setting up campaigns, gaining clarity on their vision, designing their plan, nailing the fundamentals.
[...]
Phase 2: Launch/Build (Months 2-4)
This is when they start building the essential skills, knowledge, and strategies to succeed. They're learning the real systems, setting up their processes, developing their capabilities.
[...]
Phase 3: Soar/Scale (Months 5+)
Here you set them up for long-term success. This is about systems, sustainability, scaling what's working, and maintaining results without you.
[...]
From my Golden Offer training, word for word, with the bold formatting removed. Where you see [...], I left out the health, business and relationship example lines under each phase. It is here only for its shape.
Own Your Voice
Master Implementers
Strategic Attraction
NLP
HTC
UPW
Options Millionaire Intensive
From the same worksheet, which I first wrote in November 2021 and last edited in April 2024. I left out one name from the original list because it belongs to a mentor's program. Master Implementers is mine, and I listed the others only as examples of names that stick. They are here only for how a memorable name sounds.
Takeaways
Your Signature Method is what people remember you for. Teaching everything you have learned is not.
Build the first version, not the final one, and let your clients' questions and sticking points show you what to improve.
Keep it simple: the minimum action steps that get results beat advanced concepts that overwhelm.
Pick ONE Hell and ONE Heaven, in your clients' words. The gap between them becomes your program.
Unload real journeys before you simplify anything. A framework that has not been tested with real people is not proven yet.
Group them into 4 to 6 milestones about what clients do and achieve, with Foundations or Mindset first, and name the core challenge at each one.
Repackage it into 3 to 5 steps, a shape and a name. Clear beats attractive, and a name that sticks takes time.
Start today
Open one chat in your AI and run Steps 1 and 2 today. Use a voice note to talk through your best client's journey, because a verbal dump counts.
Then finish Steps 3 to 5 this week, draw your model on a sheet of paper, and start using it with your clients. Their questions will show you what the second version needs.
AI Implementation Toolkit
Download the AI Implementation Toolkit, open a new chat in your AI (ChatGPT, Claude or Gemini), attach the file, then type start and send it.