Client Skills &
Business Foundations
From the basics to a confident, professional standard β how business works, how to behave as a business online, and how to reach out to local businesses and talk to them.
You have ~3 hours a day β but don't spend it all reading. One hour reading, two hours doing. Reading gives you the idea; doing is what makes it stick.
How to use this
Start with Week 0, then move through to Week 6 using the sidebar or the Next button. Each builds on the last. (Tip: β β arrow keys move between weeks.)
After each session, write one line in that week's box: "One thing I'll do differently." That habit is the whole difference between reading and improving.
Try each drill yourself first, then open "See a strong example" to compare. That's how you learn what good looks like.
End each week with the quick self-check, then talk it through with the team. Use the Export button to send your notes.
If a week needs 8 days, take 8 days. Understanding beats speed.
Five books, in order
Read them in this sequence β each builds on the last. All available as ebooks/audiobooks. Roughly one per week, Weeks 1β5.
The Personal MBA
The best "how business actually works" book for someone new. Plain English. Your foundation.
How to Win Friends & Influence People
Timeless people skills β the bedrock of every client conversation.
To Sell Is Human
Shows selling is really helping. Removes the fear of reaching out.
Building a StoryBrand
How to talk about a business so people instantly get it.
Crushing It!
How to build a real, trustworthy presence online.
Set yourself up properly
The golden rule
- A business account needs its own business email β never your personal Gmail β its own profile and purpose.
- From the business account you never like, follow, or comment on personal/private content.
- Everything you post is something a customer would find useful or trustworthy.
Watch
- Set up an Instagram business account the right way (2026)β
- Turn a business profile into customers (6 steps)β
Drill β redo the accounts properly
- Create a dedicated business email (ask the team which one).
- Set up Instagram as a Professional account linked to that email β clean bio, logo, link.
- Unfollow / unlike anything personal the business account is connected to.
- Write a first-draft bio: one line on what we do and who it's for.
π‘ See a strong example
A clean business bio:
"Aldena Β· Simple, professional websites for local UK & Ireland businesses. Get found on Google, take bookings, look the part. π See a free demo of YOUR site."
Why it works: says who it's for, the result they get, and gives one clear next step β no personal life, no waffle.
?Why must a business account use its own email, not a personal Gmail?
?Name two things you should never do from a business account.
?What's the one gut-check before posting?
How business actually works
Focus while reading
- Every business does 5 things: creates value, markets it, sells it, delivers it, makes money. Spot those 5 parts everywhere.
Watch
- The 5 parts of every businessβ
- The Personal MBA β full summaryβ
- All of business explained in ~1 hourβ
Drills
- In your own words (half a page): "How does a business make money?"
- Map our business to the 5 parts: value, customer, how they hear about us, what they pay, what it costs.
- Pick 3 local businesses; write one line each: "How do they make money?"
π‘ See a strong example
"How a business makes money" + Aldena mapped to the 5 parts:
"A business finds something people want, offers it to them, and charges more than it costs to make and deliver β the gap is profit."
Value: a done-for-you website Β· Marketing: outreach + Instagram Β· Sales: showing a finished demo Β· Delivery: build & host the site Β· Money: a monthly subscription (recurring income).
?What are the 5 parts of every business?
?What does Aldena sell, in one sentence?
?Why is monthly income better than a one-off payment?
People skills
Watch
- Animated summary of the bookβ
- Vanessa Van Edwards β small talk & charismaβ
- Science of People β channelβ
Drills
- Each day, genuinely use one principle on a real person. Write one line each evening on what happened.
- First-impression practice: record your self-introduction, watch it back, redo until warm and natural.
- Write 3 things that make you instantly trust someone β then make sure you do those.
π‘ See a strong example
A principle, used for real:
"Principle: become genuinely interested in other people. At the corner shop I asked the owner how long he'd run it and what's changed on the street β he lit up and talked for ten minutes. People warm to you when the spotlight is on them, not you."
3 things that build instant trust:
Showing up on time Β· listening more than you talk Β· following through on small promises.
?What's more persuasive β talking about you, or asking about them?
?Name one Carnegie principle you used this week.
?Why does using someone's name matter?
Selling is just helping
Watch
Drills
- Write our spec-build opener in your own words: we've already built a site and are showing them the finished thing.
- Reframe 3 objections as helping β "I'm too busy", "I already have a website", "How much is it?"
- Practise the opener out loud until it sounds like you, not a script.
π‘ See a strong example
A friendly spec-build opener:
"Hi [name] β I'm [you] from Aldena. We actually built a quick demo website for [business] because we noticed you didn't have one yet. No catch β here's the link to look: [url]. If you like it we can make it yours; if not, no worries at all. Want me to send it over?"
Objections, reframed as helping:
"Too busy" β "Totally get it β that's the point, we did the work already. Two minutes to look, nothing to do."
"I already have a website" β "Nice! Mind if I take a quick look? If it's working great I'll happily say so; if there's an easy win, I'll point it out free."
"How much?" β "Plans start at Β£40/month and that covers everything β hosting, updates, the lot. Want me to show you what's included?"
?Why lead with a finished demo instead of "do you want a website?"
?When someone objects, do you push or help?
?A friendly way to handle "I'm too busy"?
Talking so people get it
The one idea
- The customer is the hero, not the business. The business is the helpful guide. People care about their problem being solved.
Watch
- The StoryBrand framework in 7 minutesβ
- Donald Miller β clarify your message in 7 stepsβ
- Official StoryBrand channelβ
Drills
- Write a one-liner: "We help [who] who want [what] by [how], so they can [result]." Rewrite 5 times.
- Rewrite the Instagram bio using what you learned.
- Pick a local business with a confusing site; write a clearer one-liner for them.
π‘ See a strong example
A clear, customer-first one-liner:
"We help local businesses who feel invisible online get a simple, professional website β so customers can find them and book in seconds."
Notice: the customer's problem (invisible) and result (found & booked) lead. The website is just the bridge.
?In StoryBrand, who is the hero β the business or the customer?
?What's the business's role?
?Make "we're a passionate web design agency" customer-first.
Showing up well online
Watch
Drills
- Plan 1 week of posts (ideas + captions, not published): each useful to a local owner. 5 ideas.
- Write a professional outreach email from scratch (subject, greeting, short body, clear ask, sign-off). Under 120 words.
- Re-read the conduct cheat sheet. Score yourself: living by it?
π‘ See a strong example
A short, easy-to-reply outreach email:
Subject: A quick demo site for [Business]
"Hi [name], I'm [you] from Aldena β we build simple websites for local businesses. I put together a short demo for [Business]; here's the link: [url]. If it's useful, plans start at Β£40/month with everything included. Happy to tweak anything β either way, have a great week! β [you], Aldena"
5 post ideas:
β’ "3 signs your website is quietly losing you customers" β’ "What a Β£40 website actually includes (no jargon)" β’ A before/after of a local site β’ "How customers find a local business in 2026" β’ A quick client win.
?What makes an outreach email easy to reply to?
?Should a business post be about you or the customer?
?Name one email etiquette rule you'll always follow.
Put it all together
Drills
- Build a prospect list: 10 local businesses (UK/Ireland) with a weak or missing website β use the tracker in the Toolkit.
- Personalise the opener for 3 of them (review with team before sending).
- Role-play a first conversation: opener β discovery questions β handle one objection β agree a next step.
- Follow-up: write what you'd send if they don't reply in 3 days (friendly, not pushy).
Discovery questions to learn
- What does your business do, and who are your best customers?
- Do you have a website now? What do you wish it did?
- How do new customers usually find you today?
- When someone wants to buy or book, what do they do?
- What makes you different from the other [trade] nearby?
- Do you have photos of your work, shop, or team?
π‘ See a strong example
A first-conversation flow that ends in a next step:
Opener β "How do most new customers find you right now?" β listen β "A lot of folks check Google or Instagram first; we make that bit effortless." β handle "how much?" β agree a next step: "I'll send the demo link now β can I message you Thursday to hear what you think?"
A friendly follow-up (no reply after 3 days):
"Hi [name], just floating this back up π β here's that demo for [business]: [url]. No rush at all; happy to answer anything whenever suits."
?What's the goal of a first conversation β to close, or to agree a next step?
?Name two discovery questions.
?What do you do if they don't reply?
Cheat sheet, scripts, tracker & glossary
A Professional online conduct
β Always
- βUse the business email & accounts for anything business-related.
- βPost things a customer would find useful or trustworthy.
- βReply to comments/messages promptly & politely.
- βCheck spelling & tone before posting β re-read once.
- βClear logo, proper bio, consistent name everywhere.
- βStay friendly, professional, helpful β warm, never sloppy.
β Never
- βNever run a business account on a personal email.
- βNever like/follow/comment on personal content from it.
- βNever post personal opinions, drama, or private life.
- βNever argue publicly β move it to private messages.
- βNever share confidential client info or unpublished prices.
- βNever post in a rush. If unsure, ask the team.
B Scripts & templates
Model wording to adapt β never paste word-for-word; make it sound like you.
Spec-build opener (DM / message)
Outreach email
Objection β response
Friendly follow-up (after ~3 days)
C Prospect tracker
Copy these columns into a Google Sheet β one row per business you're working on.
| Business | What they do | Town | Website now? | Found via | Why they'd benefit | Contacted? | Next step |
|---|---|---|---|---|---|---|---|
| Joe's Barbers | Barber shop | Boston | Facebook only | Google Maps | No online booking | Not yet | Build preview |
D Mini business glossary
- Lead
- A possible customer who's shown some interest. Not a sale β just a "maybe."
- Prospect
- A business we'd like to win, that we've identified but not yet contacted.
- Outreach
- Reaching out to prospects first β we contact them, not the other way round.
- Cold outreach
- Contacting someone who's never heard of us before.
- Conversion
- When a "maybe" becomes a paying customer.
- Pipeline
- All the prospects you're working on, at different stages.
- Pitch
- The short, clear way you explain what we offer and why it helps them.
- Objection
- A reason a prospect hesitates ("too busy", "too pricey"). Normal β you handle it, you don't fight it.
- Follow-up
- Politely checking back after no reply. Most sales happen here.
- MRR
- Monthly recurring revenue β money in every month, like a subscription. It's what makes a business stable.
- Value proposition
- The one-line reason a customer should pick us over doing nothing or going elsewhere.