NEXT MOVE · WITHIN THE HOUR
1. Define one service package
30 minOffer a Mutual Umbrella setup for an association: rules workshop, member onboarding, first month of support. Start at $400. Recommend they take local advice on pooled fund rules.
OWNER PLAYBOOK · VOYAGE CHART
Chart your voyage with Mutual Umbrella
Pick where you want to go. Every route starts with a move you can make within the hour.
Sell it as a service
You want to set this up for clients and charge for it.
MOVES MADE
00/ 4
STREAK
0 days
WHY THIS ROUTE
Large associations want transparent welfare funds but need help with setup and rules. You can do that work for a fee.
ARRIVED LOOKS LIKE
Two paid association setups in 60 days.
Progress saves on this device. Sign in any time to keep it on your profile.
2. Make a simple offer page
45 minOne page on your site or a pinned post: what they get, the price, how long it takes, and a link to book.
3. Pitch three people directly
30 minThis step takes nerve. Message three people who match the package and offer to do it this month.
FIRST MESSAGE · DM OR EMAIL · TO AN ASSOCIATION OR UNION WELFARE OFFICER
Hi, I help associations set up transparent welfare pools on Mutual Umbrella. For $400 I run a rules workshop, onboard members and support you for the first month. Could we find 20 minutes this week?
4. Deliver and ask for a referral
180 minDo the work well, then ask the client if they know one other person who needs it.
FIRST MESSAGE · WHATSAPP · TO YOUR HAPPY CLIENT
Really glad the setup went well. Do you know one other person who might want the same thing? A name and an intro would mean a lot.
Check in on me
Leave an email and we nudge you at 24 and 72 hours with your next move. Optional.
Or to keep this voyage on your profile.
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