Choose Your Niche
Pick one business type, one area, and one problem to investigate.
Why this matters
Start with one niche so you can learn its questions, booking process, and needs. A $300 job value or fifty local businesses can be a research prompt, but neither proves ability to afford you. The course's first-five-clients focus is a learning goal, not a guarantee or a rule preventing a change when research shows poor fit.
Before you begin
- Your Phase 1 service model.
- An area you can research, even if you do not live there.
Finish with this
One niche, search area, and positioning sentence backed by initial research.
Use the checks below to record actual work. They do not certify third-party approval or client results.
Do this and verify
Loading your checklist…
Check an item after you do it or document why that channel is outside your agreed scope. Reading a phase does not complete it.
Matching tools
Use these to prepare drafts and estimates. Complete actual configuration in the correct HighLevel location.
Niche & Offer Advisor
Tell it your situation and it recommends a niche, your positioning line, the offer to lead with, and your first three moves.
Optional 90-Day Practice Plan
A flexible sequence for learning, testing and researching your offer. Move at your own pace; a date does not mean you must have clients or measured results.
- →Review the training and select a niche and one service to research
- →Check scope and current costs before choosing tools or starting a trial
- →Configure a demo and test approved facts, inquiry capture, handoff and failure behavior; verify readiness before enabling SMS
- →Research a manageable set of relevant businesses with The Prospector and verify their details
- →Use suitable outreach with The Closer; ask about actual needs and record responses
- →Offer the tested demo when relevant and discuss assumptions, scope and costs without promising a return
- →If a client agrees, confirm their scope and approved facts, adapt the onboarding draft and test before launch
- →Use The Analyst to review measured records, costs and attribution; label estimates clearly
- →Review errors, handoff, usage costs and feedback, then adjust the service and outreach
- →If there are verified results and client permission, document a case study without overstating attribution
- →Consider an appropriate referral request and review pricing against actual delivery costs and scope
- →Choose platform upgrades only when account capacity or required automation justifies the extra cost
Instructions and examples
A practical niche check
| Question | Evidence to seek |
|---|---|
| A real inquiry problem? | After-hours questions, overflow calls, appointment requests, or repetitive FAQs. Verify with the owner. |
| Can your service help? | Approved answers and a clear booking/callback process. Start with limited scope. |
| A reachable market? | Relevant businesses to test your message. Expand geography if your town is small. |
| A sensible price? | Budget, workload, and verified economics. High job value alone is insufficient. |
I help pet groomers in Dallas respond to after-hours appointment requests with a website assistant that answers approved FAQs and offers available slots. This describes a proposed service, without claiming past results.
Common places to get stuck
- Treating personal interest as proof of demand.
- Treating one job's revenue as available budget.
- Selecting a regulated or emergency use case before understanding its requirements.
Your next action
Prepare your budget and access before starting the platform trial in Phase 3.
If blocked, note this phase, account view, location, expected/actual result, and a redacted screenshot. Use your available community/support channel. Menu names can change; confirm the right view before changing a plan.
Written instructions reviewed October 8, 2026. Official links are the reference for current prices and requirements. Older recordings may show different menus or terms.