Launch a Survey Campaign to your warm network and book your next 5-10 sales calls in 14 days, without ads, cold DMs, or a finished offer.
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This page is your workbook, and you fill it in right here. The AI companion is a separate file. You download it and upload it into your own AI tool, and it walks you through the same seven steps.
People complete a Survey Campaign when they feel three things: Heard, Hopeful, and Rewarded. Your transformation story is what makes the first one true, and it becomes the opening of your survey.
The opening story resonates with their daily struggle. "Finally, someone gets what I'm going through."
The angle suggests real solutions are coming.
The lead magnet feels worth more than the 5 to 10 minutes it costs them.
Use 2 to 3 reasons together for maximum impact. Proven angle types: a major project launch, a book or research project, an industry report, a training program in development, or a community you're building. Only use words like "groundbreaking" if it's genuinely something you'd use yourself.
It has to be immediately, digitally deliverable, worth roughly $50 to $200 in perceived value against a 5 to 10 minute time cost, and directly relevant to your survey topic.
"You don't need to create the lead magnet before launching your survey. You can always just say you'll give them early access, and whatever you want to give can be part of the reason you're doing the survey in the first place." This actually creates more anticipation and urgency, so it's fine to launch before it exists.
The pattern you see in your target market. What do they keep telling you, again and again?
Your own version of their struggle. What made this personal for you?
What changed. The moment things shifted for you.
Your proof. Bullet points and specific numbers if you have them.
Why you're doing this Survey Campaign, tied to helping them.
Every question does one of three jobs: qualify the respondent, gather market research, or prime them psychologically for the call invitation. Aim for 8 to 12 questions total, completed in 7 to 10 minutes. Test it on yourself before you send it to anyone else.
Name, email, and contact number are all required. Add one "tick all that apply to you" question on role, industry, or stage. This single question does the profiling work without adding survey length.
6 to 8 options maximum.
Question 1 is always multiple choice, never open text. Choose either Tangible-Focused (income range, target weight, clients a month) or Intangible-Focused, where they choose up to 3 (confidence, purpose, freedom).
This surfaces the exact language you'll reuse in your personalized follow-up messages later.
Most respondents rate themselves 6 to 8. That's the point, it helps them see for themselves that they can't get there alone.
8 to 12 options maximum. Write them in your client's own words, not consultant language, for example "not enough clients," not "suboptimal client acquisition metrics." Weight them toward the challenges your own paid offers actually solve.
8 to 12 options maximum, framed as "How to..." solutions, aligned to your own program.
"The challenges people have might not be the topics they're interested in. That's the difference between what people need and what people want." Both are worth asking.
This is Marc's own template, prefilled below exactly as he wrote it. Edit the bracket and the reference to "the book" to fit your own project. Everything else can stay as is.
"If I conducted a live workshop where I could help you with everything you mentioned above (including my best strategies from [your experience/credentials] and exactly how I [specific achievement]), would you be interested to attend?"
○ Yes, I'd love to attend!
○ Curious to find out more details
○ Not at all, I can figure this out myself
Ends the Survey Campaign on a personal note. This is often where testimonial-worthy responses show up.
"Creating a great survey is only 30 percent of success. The other 70 percent is getting it in front of the right people with the right messaging."
Most of you can use this stage alone and it already works. Marc: "I can't emphasise this enough, you don't need stages two, three, and four." Send 10 to 20 of these a day.
Former clients or customers, close colleagues and business partners, friends who know your work, people you've helped before even informally.
Social media connections you've actually had conversations with, people from networking events or conferences, engaged social followers, referrals from mutual connections.
Your broader network with minimal interaction, people from courses or programs you attended together.
Two shapes that work. An Announcement Post shares the angle and invites a comment keyword, like "comment INTERESTED," that triggers a DM with your survey link. A Two-Step CTA Post hooks on their pain point, tells a short story or insight, teases the reward without revealing it, then asks for engagement.
For anyone who showed interest but hasn't completed yet. Always acknowledge they're busy, always leave an easy no.
"This is where most entrepreneurs drop the ball. They get excited about survey responses but then they fumble the conversion into actual business opportunities." Three things matter: speed, respond within 12 to 24 hours, personalization, reference their specific answers, and persistence, follow up without being annoying.
Said "Yes" to the call or workshop, goals align with your pricing, challenges match your expertise, gave detailed answers.
Said "Curious," good-fit demographics with some hesitation, partial expertise match, decent engagement.
Said "Not at all," goals well below your pricing, challenges don't match, minimal-effort answers.
Reference their specific challenge and goal. Give concrete time slots or a booking link. Send within 12 to 24 hours.
A little more detail on what the call or workshop actually covers. Hesitation usually just means they need more information.
For declines from otherwise good respondents. Thank them, reference their answer, hand them one useful tip anyway. No ask, never push.
15 minutes a day, so it fits around a full calendar and doesn't need a weekend sprint. Tick off each day as you complete it.
0 of 14 days complete
Straight division, nothing fancier. Update your numbers as your launch runs and see where the funnel is actually leaking.
Add how many warm contacts you've messaged and how many responded to see this rate.
Add your responses and calls booked to see this rate.
Add your calls booked and clients closed to see this rate.
Marc's words: "The first stage is the simplest part. The hard part is building the complete ecosystem that turns those conversations into paying clients consistently." One Survey Campaign is the START, 0 to $10K in total revenue. Run it again and refine it and you're in SCALE, $1K to $5K a month recurring. Keep going and you're in SOAR, $5K to $30K a month recurring, inside a 20-plus hour work week.
This is a suggested guide, not a promise. Results are not typical, and this is not financial advice. Talk to your own licensed adviser before making any financial decisions.
Write it in your own words. Then print it and put it somewhere you'll actually see it for the next 14 days.
The AI companion works with ChatGPT, Claude, or any AI you use. It walks you through all seven steps, checks your funnel math, and helps you write your scripts. Your answers on this page are already inside it.
To be clear, this page is your workbook that you fill in here. The AI companion is a separate file that you download and bring into your own AI tool to be coached through the same seven steps.