Phase 1: Understand Your Business Basics (20 min)

Step 1: Open Averi AI and say: "I'm new to marketing and don't know where to start. Help me build a foundation."

Step 2: Averi will ask you questions like:

• What does your business do?

• Who are your customers?

• What problem do you solve for them?

• What have you tried so far (if anything)?

• What's your biggest challenge right now?

Answer honestly—there are no wrong answers

Step 3: Averi analyzes your situation and says: "Based on what you've told me, here's what I recommend we focus on first..."

Step 4: Review Averi's assessment → Ask questions about anything unclear

Phase 2: Define Your Marketing Foundation (30 min)

Step 5: Work with Averi to answer three fundamental questions:

Question 1: Who are you selling to?

• Averi asks: "Describe your ideal customer. What do they do? What problems keep them up at night?"

• Together, create a simple customer profile (no jargon, just clarity)

Question 2: What's your core message?

• Averi helps you craft one clear sentence: "We help [who] do [what] so they can [outcome]."

• Keep refining until it feels true and simple

Question 3: Where should you show up?

• Averi asks about your audience, resources, and comfort level

• Recommends 2-3 channels that make sense for YOU (not what everyone else is doing)

• Examples: LinkedIn posts, email newsletter, simple website, Google ads, local networking

Step 6: Ask Averi: "Why did you recommend these channels for me specifically?"

Step 7: Confirm your starting channels → Don't worry about the ones you're NOT doing

Phase 3: Get Your Personalized Marketing Plan (15 min)

Step 8: Ask Averi: "Create my personalized marketing plan. Keep it simple—what should I do first, second, and third?"

Step 9: Averi creates a prioritized plan showing:

• Foundation first: Your customer definition and core message

• Quick win next: One simple thing you can do this week

• Build from there: Next 2-3 projects in order of importance

Step 10: Review your plan → Ask: "Why is this the right order? What happens if I skip something?"

Step 11: Open Create Mode → Averi creates a simple document: "My Marketing Plan" with your customer, message, channels, and first 3 projects

Step 12: Save to Asset Management > "My Marketing Foundation"

Phase 4: Start Your First Project (30-60 min)

Step 13: Ask Averi: "Walk me through my first project step-by-step. What exactly do I need to do?"

Common first projects Averi might recommend:

Option A: Write your core marketing message

• Averi helps you write: homepage headline, LinkedIn About section, email signature, elevator pitch

• Save all versions to Asset Management

Option B: Create a simple one-page website

• Averi writes your homepage copy: who you help, what you do, how to contact you

• Generates simple website JSON

• You can build it yourself or activate a web developer

Option C: Start posting on LinkedIn

• Averi helps you write your first 5 posts about your expertise

• Gives you a simple posting schedule

• Shows you what to say and how to say it

Option D: Send your first email newsletter

• Averi helps you write a welcome email

• Suggests simple email frequency (monthly is fine!)

• Creates first 3 email topics

Step 14: Work through your first project with Averi's guidance

Step 15: Save everything you create to Asset Management

Phase 5: Get Expert Guidance (15 min)

Step 16: Type /intro → Request: "Match me with a marketing strategist or fractional CMO who works with beginners."

Step 17: Activate strategist → Share:

• Your full Averi conversation

• Your marketing plan from Create Mode

• Asset Management "My Marketing Foundation" folder

Step 18: Message strategist: "I'm new to marketing. Can you review my foundation and help me make sure I'm on the right track? I need someone to pressure-test my thinking and guide me through my first real campaign."

Step 19: Schedule intro call with strategist (30-45 min)

Step 20: In the call, strategist will:

• Validate your customer definition (or help you refine it)

• Strengthen your core message

• Confirm your channel priorities make sense

• Walk through your first project with you

• Answer all your "stupid questions" (there are none!)

Phase 6: Execute Your First Campaign (Ongoing)

Step 21: With your strategist's guidance, pick your first real marketing initiative:

• Launch a simple LinkedIn content series

• Send monthly newsletters for 3 months

• Run a small paid ad test

• Build a basic content library

• Start collecting email addresses

Step 22: Ask Averi: "Break down [chosen initiative] into weekly tasks. What do I do week 1, week 2, etc.?"

Step 23: Follow the weekly plan → Check in with your strategist weekly or bi-weekly

Step 24: After 30 days, ask Averi: "Help me review what's working. Should I keep doing this? What should I adjust?"

Step 25: Celebrate small wins → Build confidence → Tackle the next project

What You'll Have

✅ Day 1: Clear understanding of who you serve and what you offer
✅ Week 1: Simple marketing plan tailored to YOUR situation
✅ Week 2: First project complete (website copy, LinkedIn posts, or email)
✅ Week 3: Expert guidance to validate you're on the right track
✅ Month 1: First real marketing initiative launched
✅ Month 2: Confidence to keep going and building

You've Got This: Marketing isn't magic. It's clarity + consistency + being helpful. Averi and your strategist will guide you through every step.