Week 3: Set Up Your Getting Clients Routine

Relevant Lessons

Week

This week is dedicated to learning the system that turns all your hard work into actual paid work.

Your job this week: watch the Getting Clients Routine workshop and mini workflow walk-through, set up your workflow, and get comfy with the process.

If you want to start sending connection requests this week, go for it! But if your brain's feeling full — no pressure. This is a setup week for a reason.

💡 Why this routine matters

Without a routine, client outreach feels like guesswork and gets really inconsistent. You log on to LinkedIn and think, "What am I even supposed to do right now?"

With a system, you know exactly who to connect with, when to follow up, and how to do it without being weird.

This helps you:

✔️ Build momentum instead of starting over every time you need work
✔️ Layer your efforts so you're not reinventing the wheel
✔️ Book clients faster by showing up where it counts

🧠 What you'll learn this week

👉 The 5-Step Getting Clients Routine — how to find, connect with, and follow up with people who can actually hire you
👉 The daily + weekly workflow that fits in 15 mins/day (or 1–2 hrs/week)
👉 How to track everything so nothing falls through the cracks
👉 Mindset shifts that keep you calm, consistent, and in control

📚 This week's lesson

Watch: Getting Clients Routine — there are 2 videos in here with written instructions you can refer back to.

Before you dive in, make sure you have:

Your Ideal Clients List & Tracker handy
A profile that's been optimized (last week's task!)
A way to take notes and manage your workflow

If you're missing any of those — no shame. Revisit the past two weeks or drop a message in the LinkedIn group and we'll help you get caught up. 💬

🪴 This week's goals

Watch the workshops
Choose and set up your tracking system (if you didn't do this in Week 1)
Understand the workflow
Create a custom list of job titles to reach out to for your specific skills and services (ask me or Claude or ChatGPT for help with this!)
Customize the DM templates from Get Clients Guidebook so you can easily copy and paste them later
(Optional) Send your first round of connection requests!

Once you're done, share where you're at in the LinkedIn group! 🥰

We'll celebrate, support, and troubleshoot together. You've got this!

💜 Rachel