Action Plan · 2026

Shane's Business Roadmap

Everything from the 04/03/26 session — biz ideas, pipelines, content strategy, tools, and reference material. Organized by urgency.

🚀 Immediate Actions

Biz ideas to pursue right now. These are the highest-priority items from the action plan chat.

Biz MicroCEO Brief

  • Combine biz ideas + microCEO brief into one product?
  • Digital asset newsletter format

Content Teacher Imposter Syndrome

  • Self-care kit for teachers
  • Niche content play

Priority Crushing Debts

  • Existing stack: crushingdebts-stack-v3.pages.dev
  • Research page deployed
  • $27+$27+$27+$37+$47+$47+$27/mo model

Funnel Weekly PDF Farms

  • Fully functional funnels arriving weekly
  • Just have to install and market
  • Ready-to-deploy assets

Recurring Digital Asset Club

  • Monthly newsletter with business ideas
  • Subscription model

Site OneLineSideHustles.com

  • Content site for side hustle ideas
  • SEO-driven traffic play
📎 Perplexity Research
Digital product research session →

📋 Medium Range

Items that need more setup but are on the roadmap.

Rank & Rent BuildFixInstall.com

Lead gen partnership model — content-first local authority sites, exclusive contractor partnerships, AI-qualified leads via GHL.

  • $75/lead intro → $150-250 after → $1,500/mo/area retainer
  • Priority niches: foundation repair, tree service, fence, garage door, garage epoxy
  • Priority metros: Phoenix, Dallas, Houston, Tampa, Atlanta
  • Key insight: urgency-driven niches (phone calls) beat aspirational (form fills)

Content Digital Snacks

  • How to market for free
  • How to do paid ads
  • List of offer ideas
  • Automations

High Ticket, High Intent

Focus on buyers who are ready to purchase now.

Blog + Notebook Pipeline

  • Do blogs
  • Use NotebookLM to create podcasts
  • Post socials like crazy
  • Bulk content creation using AI

Local Coupon Guide

  • Add people for free — part of directory?
  • Upsell premium listing
  • Get featured with the guide in social media ads

Guides & Push Answers Offers

Create guides, push answers-based offers. Content-first approach to lead capture.

🏢 Agency / Nick Ponte Model

AI agency play — modeled after Nick Ponte's approach.

Core AI SEO Agency · aiLosAngeles

  • AI-powered SEO services
  • Local market focus (LA/SoCal)

Social Media Posting

Automated social content for clients

AI Clone / Avatar

AI-powered video avatars for client content

AI Receptionist

Voice AI phone answering service

💡 Sweetener
Free website as lead magnet — get them in the door, upsell the full stack.

🎯 Long Term

YouTube Channel

Build audience + monetize through content (see YouTube Strategy section)

Facebook Posting

FB monetization — posting strategy + revenue

Chris Reader $500 Funnel

Model to study — $500 funnel framework

📄 Offer Doc Model

James Cerbie's approach — $116,556 in 90 days without a single sales call. Sell with a document, not a Zoom.

$116,556
90 Days Revenue
0
Sales Calls
4 hrs
Work Days
1
VA (No Team)

The Philosophy

"It's not that sales calls don't work. They do. They just don't work for me and the life I want to live."
  • Sell expensive things — but with no team (just a VA)
  • No 12-hour days — 4 is plenty
  • No sales calls — just an Offer Doc
  • The switch was a choice on where energy was best spent

Offer Doc Bundle — ThriveCart Checkout

Front-end: $1 · Upsell: $27 "Instant Client Campaign"

  • 34 pages of copy/paste Instant Client Campaign template (Google Doc)
  • Lifetime access
  • Testimonial: Logan — "Closed my first client without a sales call"
  • Testimonial: Tyler — "5k in less than a week. No sales calls."
  • Urgency timer: countdown on checkout page
  • URL: app.jamescerbie.com/bundle

Email Copy Sample (from Google Doc)

From the Offer Doc email sequence — "Email 2 - Tuesday", template: SPEAK

"The validation of the Offer Doc is merely the first step towards that brighter future. Because validation and the offer happen in different phases."

🔧 SEO Lead Gen Pipeline

The full workflow from keyword research to lead delivery. Two versions from the screenshots.

Version 1 — Simple Flow

Ideation
Keyword Research
SEO Assistant
Deployment
Microsite
Kirby CMS
Buildout
Content + Images
OpenAI · Midjourney
Publication
Index + Citations
Omega · Fiverr
Exploitation
Leads to Client
WhatConverts

Version 2 — Full Stack

Ideation
Keyword Research
SEO Assistant
Deployment
Microsite + Mailserver
Kirby CMS · Mailgun
ClickUp (project mgmt)
Buildout
4 Parallel Tracks
Phone · Content · Images · Voice
Publication
Index + Citations
Omega · Fiverr
Exploitation
Monitor → Qualify → Deliver
AccuRanker · N8N · ClickUp

Buildout Breakdown

  • Phone number — WhatConverts
  • Content — OpenAI API
  • Images — Midjourney / Ideogram
  • Voice Assistant — Vapi AI

Exploitation — Lead Capture (Two Paths)

  • Voice AI capture → WhatConverts → Client
  • Form capture → Email → Client

Full stack: Site Monitoring (AccuRanker) → Lead Flow Tracking (ClickUp) → Lead Qualification (N8N + ClickUp + VA) → Leads to Clients

💰 Monetization Hierarchy

Why most YouTubers stay broke — and the path from ad revenue to real business.

1

Ad Revenue Only

$3-25 per 1K views
  • Requires millions of views for decent income
  • Completely dependent on YouTube's algorithm
  • Can be demonetized overnight
2

Affiliate Marketing

$50-100 per 1K views
  • Better — best for people who don't want complexity of managing a product
3

Your Own Products

$100-1,000+ per 1K views
  • Complete control and maximum profit
  • Build real business equity
  • This is where millionaires are made

Matt Par Dashboard — Proof of Concept

196
Offers Sold
$358,516
Net Revenue
183
New Customers
3,854
Opt-ins

Last 30 days (04/09/25 – 05/09/25)

📺 YouTube Strategy

Compilation Strategy (Easy Implementation)

How to create long content without extra work:

  • Repurpose Your Own Videos: Combine 10-15 videos into "Ultimate Guide"
  • Seasonal Compilations: "Best of 2025" collections
  • Topic-Based Marathons: "Complete Business Masterclass"
  • Series Compilations: Turn video series into movie-length content
Example: "Complete YouTube Monetization Guide" compilation — used existing content, more ad breaks, high CPMs on individual videos.

🌍 Geographic Targeting Secret

Where your views come from matters — Tier 1 countries pay the most.

Tier 1 Countries (Highest CPMs)

CountryCPM Range
🇺🇸 United States$15-60
🇨🇦 Canada$12-45
🇦🇺 Australia$10-40
🇬🇧 United Kingdom$8-35

Optimization Strategy

  • Upload during US peak hours (7-9 PM EST)
  • Use American English in titles/descriptions
  • Reference US-specific examples
  • Target US-trending keywords

📹 Compilation Examples

Proven Compilation Formats

  • "How Much YouTube Pays For 1,000 Views In 2025" — 2.9M views (5:15)
  • "How to Get Monetized on YouTube (Complete Guide)" — 524K views (59:09)

Long-form compilations from existing short content = high watch time + more ad placements.

🔍 Research Methods

How to find what people actually need — from the video tutorial.

Three Research Channels

  • Search Reddit for "I need help with..."
  • Use Facebook group search for common complaints
  • Google "how to stop..." + check People Also Ask

Example Niches Found

  • Budgeting with Irregular Income
  • Time Management for ADHD Entrepreneurs
  • Cold DMs That Work

🛠️ Tools & Tech Stack

SEO Pipeline Tools

FunctionTool
Keyword ResearchSEO Assistant
Microsite CMSKirby CMS
Phone TrackingWhatConverts
Content GenerationOpenAI API
Image GenerationMidjourney / Ideogram
Voice AssistantVapi AI
IndexingOmega Indexer
Citations / Web 2.0Fiverr
Site MonitoringAccuRanker
Project ManagementClickUp
AutomationN8N
Email ServerMailgun

Content Research

Research Channels

  • Reddit — "I need help with..."
  • Facebook Groups — common complaints
  • Google PAA — "how to stop..."
  • NotebookLM — podcast generation

Content Production

  • Bulk AI content creation
  • NotebookLM → podcasts
  • Social media posting (mass)
  • Compilation videos

📧 Gmail / Email Setup

Current "Send mail as" identities in the SimplySocial365 Gmail account.

Email Identities

BrandEmail
SimplySocial365hello@simplysocial365.com
A Real ThinkerHello@arealthinker.com
BrainyCoolHello@BrainyCool.com
Thrive GlendaleHello@ThriveGlendale.com
Thrive PasadenaHello@ThrivePasadena.com
Thrive TorranceHello@ThriveTorrance.com
True Sports FanaticHello@TrueSportsFanatic.com

Reply Setting

Currently set to: "Always reply from default address" (hello@simplysocial365.com)

Can change per-reply when needed.

🗺️ Site Architecture

Sitemap structures from the screenshots — service-oriented local business template.

Structure 1 — Footer Pages

Legal / Trust Pages

  • FAQ → /faq
  • About → /about
  • Contact → /contact
  • Careers → /careers
  • Privacy Policy → /privacy-policy
  • Complaints Policy → /complaints-policy
  • Disclaimer → /disclaimer
  • Accessibility → /accessibility
  • Referral Marketing Disclosure
  • Terms and Conditions → /terms-conditions
  • Meet the Team → /meet-the-team

Call Now → tel:123-456-7890 (green CTA button)

Structure 2 — Main Navigation

Primary Nav (from Home)

PageURLColor
Home/Blue
Our Services/servicesBlue
Service Areas/service-areasBlue
About Us/aboutBlue
Contact/contactBlue
Get an Estimate/estimateBlue
Call Nowtel:123-456-7890Green

Sub-Pages

  • Purple Service Page 1 → /service-name-1
  • Purple Service Page 2 → /service-name-2
  • Purple Location Page 1 → /service-in-[city-1]-[region]
  • Purple Location Page 2 → /service-in-[city-2]-[region]
  • Green Thank You → /thank-you (under "Get an Estimate")

🎙️ Voice AI

Voice synthesis settings from the screenshot — likely ElevenLabs or similar.

Voice: Dr. Megan Tomberlin

SettingValue
Voice Volume100%
SpeedSlightly past center → Faster
StabilityNear left (More variable) ⚠ Under 30% may cause instability
SimilarityToward right (High)
Style ExaggerationToward right (Exaggerated) ⚠ Over 50% may cause instability
Speaker BoostOff

📚 Resources & Links

Book: Your AI Silent Partner

By Dr. Benjamin Atkins

"How to Train ChatGPT to Think Like a Business Advisor And Help You Grow Beyond Your Potential"

Green hardcover — lightbulb + circuit board graphic on cover. On desk with leather chair and bookshelf.

Google OAuth Client

Client ID:

221154108755-mr5ov8kqk1nofqkd4v1na678v0vubefo.apps.googleusercontent.com

OAuth access restricted to test users listed on consent screen.

📝 James Cerbie — Full LinkedIn Post

James Cerbie · March 2 · Public

This Offer Doc did $116,556 in 90 days without a call... Saw an ad on IG the other day - some bloke promising to "fill my calendar with sales calls." For some, this may be attractive. For me, that sounds like hell. Calls booked back to back to back. Five days a week. With no room to breathe, no room to think, no room to create, and no room to live. It's not that sales calls don't work. They do. I've done hundreds of them and sold my fair share They just don't work for me and the life I want to live as they put a significant strain on my time and well being. Requiring my personal life to fuel my business (when it should be the other way around). "Well, hire a team then," they say. Get off the phone yourself and have setters and closers do that for you. Without seeing that's merely trading one headache for another. Getting to $10k, $20k, $30k, $40k, $50k months (and beyond) is nothing novel. Plenty of coaches out there promise similar things. Yet how you get there makes all the difference in the world. I still sell expensive things But with no team (just a VA) No 12 hour days (4 is plenty) And no sales calls (just an Offer Doc) The switch to selling with an Offer Doc was a choice on where my energy was best spent.
Compiled from screenshots & notes · Aug 11 2026 · Sidebar Template