SOLOPRENEUR TECH ROADMAP

Buying into tech too early - or worse, the wrong tech - can
cost you hundreds or thousands of dollars each month. Your
focus should be on how to grow your business so you can help
more clients, not worrying about what software to buy.

This roadmap shows you what tech you need, and more
importantly, when you need it, so you can focus on one thing at
a time and save on monthly fees before your business is ready.

We’ll work our way up from the beginning

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Hi, I’m Steve Eriksen

Through my work helping Midlife Solopreneurs
attract clients, I’ve noticed a lot of overwhelm
and confusion about tech. You are not alone!
If you have any tech questions, come hang
out in my Facebook Group!
CLICK HERE
MidlifeSolopreneur.com
 BUSINESS PLANNING & SETUP

Planning
When planning your business - whether it’s the tasks you need
to do to get set up, or a checklist of daily activities to get you
started each morning - it’s helpful to get in the habit of using
software, rather than a stack of loose papers and notes.

Todoist is an online ClickUp is a powerful Process Street is great

task manager that project management for checklists and
syncs across your tool. We use it to keep repeated processes.
devices, so you can track of everything You can easily create
stay on top of your across multiple new processes and
to-do list no matter projects such as repeat them whenever
where you are. You events, client work, suits you. We use
can easily add and and promotional Process Street as part
categorize tasks you activities. We prefer it of running a weekly
need to get done. over Asana, Trello, etc. business review.

CLICK HERE CLICK HERE CLICK HERE

Setup
You’ll want to make sure you get your website and email sorted.

Namecheap is our preferred

service for registering new
website URLs. We recommend CLICK HERE
getting a .com domain.

Register for G Suite to get

yourname@company.com,
rather than @gmail.com or
CLICK HERE
another free provider.
 LEAD MAGNET

A Lead Magnet is a free gift or resource that you exchange for

someone’s email address or other contact information. In fact,
this Roadmap is a Lead Magnet - you’re receiving this because
you opted in to receive it and other information from me.

Beacon is an easy-to-
use Lead Magnet
creation tool, with a
whole host of built-in
templates and design
features to choose
from, so you don’t
need to start from
scratch each time.

There’s nothing worse than

trying to format a Word
document that just won’t do
what you want it to. Beacon
has a drag-and-drop editor to
easily add new content blocks
and format the document to
your exact specifications.

CLICK HERE
 PAGE BUILDING

Once you have your Lead Magnet, you’ll need a place to put it,
along with the opt-in form you’ll be using to collect contact info.

Choose ONLY ONE of these 3:

✓ ✗
✓ Widely used Expensive
✗ compared to other
Lots of trainings and solutions
✓ resources
CLICK HERE Less control over
✗
✓ All-in-one solutions your own data

Most user-friendly ✗ Less powerful than

✓ page builder (easy Elementor
drag-and-drop)
✗ More expensive
CLICK HERE ✓ Marketing-focused
team and templates
than Elementor

✓ Most powerful
page builder
Learning curve to
✗ fully utilize

Easy to find Less intuitive than

✓ ✗
developers & OptimizePress
CLICK HERE designers

✓ Free version available

We recommend NOT using website creation
CLICK HERE FOR
WORDPRESS services such as Squarespace and Wix
 MAILING LIST MANAGEMENT

The mailing list manager will store the contact information of

people who opt in to your Lead Magnet. This is done through
integrations with the page builder. From here, you can send out
automatic emails or email your whole list at once.

There are several Mailing List

Managers you can choose from -
we use ActiveCampaign to send
both event-based emails (e.g.
CLICK HERE
“Thank you for registering”) and
general emails (e.g. newsletters)

We recommend NOT using Infusionsoft, Keap,

Constant Contact or HubSpot
 NURTURING

Everything up until now has all been about getting people onto
your email list. Now it’s time to discuss what to do with those
people on your list. Research shows that prospects need on
average 7-8 interactions with you before they are ready to buy.
You should “nurture” your email list and build a relationship with
them, so you can build “Know, Like and Trust”

Email Podcasting Free Trainings

Sending a weekly Podcasting gets your If you’re looking to

email newsletter is a audience used to interact with prospects
great way to keep your hearing from you, face-to-face, then
audience up to date giving them a better providing free trainings
with what you have sense for who you and Q&A can be very
going on, and get are. Many people valuable opportunities
them used to receiving prefer listening over to connect.
email from you. reading, so it provides
a new medium PLR - Private Label
If you’re stuck on what through which people Rights - is where you
to talk about, check can get your content. can buy content online
out these email for you to use in your
templates that provide bCast is made with own business. PLR.me
104 fill-in-the-blank marketing in mind - has a great repository
examples that you can you can retroactively of PLR resources
use in your business. edit old episodes with across a number of
your latest promotions. fields, and is a great
way to get started.

CLICK HERE CLICK HERE CLICK HERE

 STRATEGY SESSIONS

Discovery Call, Consultation, whatever you want to call it - this is

the time for you to learn about your prospects and uncover
whether you are both a right fit for each other.
…and it automatically
With Book Like A Boss,
creates a Zoom link for
clients, affiliates and
us to meet, so I don’t
anyone else I meet with
have to worry about
can book a time directly
scheduling or sending out
into my calendar…
invites or links.

CLICK HERE CLICK HERE

Want to learn my method for having

prospects ASK ME to work with THEM?
No pushy sales pitch or “convincing” needed!
CLICK HERE
 SELLING

When it comes to selling your products and services online,

there are two key things you need in order to sell.

An online checkout (a way for your customer to buy)

ThriveCart is the best checkout system I’ve found - it’s easy to use,
integrates well with other systems, and the Pro version has a built-in
affiliate system, so other people can promote your products and
services too.

Having a checkout system that handles purchases and subscriptions

automatically is a big improvement over manually keeping track of
who has purchased what and having to manually invoice customers.

CLICK HERE

A payment processor (a way for your customer to pay)

Stripe is the best system for handling payments - you add your Stripe
details to your ThriveCart, and Stripe handles the payments your
customers make.

You can also receive people’s credit card information and enter it on
a virtual terminal, so you can actually take payment from someone
while in a meeting with them. This removes friction from customers
purchasing, and means you are more likely to secure the sale.

CLICK HERE
Outside the US? We recommend TransferWise for international transfers

CLICK HERE
 ONBOARDING CLIENTS

I’m not here to tell you how best to deal with clients - you have
your own unique style, and your own unique challenges that you
help clients solve. However, onboarding clients through a
standard process is important in making sure you have all the
context and information you need. (HINT: A Process Street
checklist is great for standardizing your onboarding process!)

QuestionScout is an online survey It’s important to make sure that

& form tool that helps you gather
data and information from your
clients. We use it as part of our
client onboarding process, asking
our clients specific questions to
ensure we have captured the
information we need.
QuestionScout offers a lot of its
features for free, and has a fair
and affordable pricing package.
all documents related to clients
are in a standardized place, so
that you can easily find them and
share them as needed.
Using a system like Dropbox
ensures that the data will always
be safe and accessible across
multiple devices, so you can be
sure that your client documents
are safe and secure.

CLICK HERE CLICK HERE

 OUTSOURCING / VA WORK

There’s a lot to do as a Solopreneur, so one of the best

investments you can make is in building a team that can help
you with important, but non-essential tasks - for instance, your
time should be spent on high-value client work or developing
new content, not managing your tech or social media.

Screenshot Monitor is an extremely helpful tool when hiring external help

like a Virtual Assistant. Transparency and communication is extremely
important in business, especially across borders and even timezones.

With Screenshot Monitor, there’s full transparency in how much your VA is

working, and what they’re working on. This is an easy way for you to
review and ensure your team is working on the right tasks at the right time.

CLICK HERE
 SCALING TRAFFIC

It’s time to start scaling up your business and bringing more

traffic and leads in. There’s two types of traffic, and you need a
healthy mix of both to truly take advantage of all opportunities.

Organic Traffic Inorganic Traffic

Referrals are an important,
often overlooked, part of
your business. Referrals
won’t “just happen” like
many expect - it’s much
more effective to create a
referral system.
Once your sales funnel is
profitable, you want to
drive as much traffic as
possible to your pages -
ensuring that you’re
reaching the right kind of
target audience.

Using a tool like EarlyParrot Facebook Advertising allows

lets you incentivize your
audience to share your
products and services with
others. Research shows that
those who are referred by
others are much more likely
to buy, and those that do
buy are likely to stay
customers for longer.
you to advertise on the
Facebook platform, and
includes many powerful
targeting tools so that your
ads will be shown to the
most relevant audiences
that suit your services.

CLICK HERE CLICK HERE

 OPTIMIZING

If you’re at a point where a couple of percentage points leads to

a large increase in dollars then first of all, congratulations!
There’s always room for improvement, and using analytics tools
will help you continue to optimize and improve your business.

Funnelytics allows you to map out

your sales funnels, and more
importantly, track their
performance. You can analyze how
your funnels are doing, and test to
see how changes to your
performance will affect your profits.

CLICK HERE

Matomo is a data analytics

platform that takes security
and privacy seriously. It
provides extremely useful
data, all while being free to
use with local hosting

CLICK HERE
 BONUS: SPECIAL DEALS

If you’re on the lookout - and ready to take a risk once in a

while - then you need to be aware of AppSumo. AppSumo is a
marketplace of “Lifetime Deals” (LTDs) where you can pay one
single price for software that usually comes with a monthly
subscription fee.

The companies listed are often earlier in their lifecycle and are
still growing, so to fund their continued development they give
out great deals in return for extra cashflow through these LTDs.

I’ve purchased several deals from AppSumo over the years,

many of which form a key part of my business.

CLICK HERE
BONUS: SOFTWARE BUNDLE (MAC)

This is not strictly business-focused, but I wanted to share this

collection of apps regardless, because it’s a great deal if you’re
on MacOS.

Instead of purchasing a ton of apps through the App Store, you

can subscribe to Setapp to get unlimited access to a collection
of 200+ apps, many of which can cost $30+/yr by themselves.

CLICK HERE
BONUS: PROMISING SOFTWARE
WITH A LOT OF POTENTIAL
InfluencerSoft is a new system with a lot of potential - their
goal is to build a platform to rival ClickFunnels, with even more
features such as full e-Commerce and Learning Management
platforms (replacing ThriveCart and Thinkific on this list).

While I have an account, I don’t currently use it for my own

business, however I am following along with its development
process and will strongly consider it as the software matures.

There’s currently a Lifetime Deal available - so wanted to share

this early-access deal while it’s still available (as of Dec 2020).
Version 2.0 of the software is purportedly coming soon, which
will feature a number of upgrades over Version 1.0 - and
purchasing now will secure those upgrades, for free.

CLICK HERE
Steve Eriksen
The Midlife Solopreneur
MidlifeSolopreneur.com
 Affiliate Disclaimer
Some of the links in this Roadmap are affiliate links, meaning we may earn a commission on any purchases you
make using links in this guide. This helps to support free resources like this Roadmap.

However, we have only recommended services we truly believe in and have experience with, so this has not
affected our decision whether to include or not include certain services. In fact, there are some solutions that we
have advised against in this guide, which would offer higher affiliate commission than our recommended choice.

Nothing has been provided to us free of charge by the companies listed.

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