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The complete launch kit.

Operational templates for every move in the 10-day plan. Fields in <ANGLE_BRACKETS> are blanks you fill with your own real data — they are explicit fill markers, not invisible placeholders.

Skool group setup checklist

  • ☐ Create group on Pro plan ($99/mo platform fee — Hobby's 10% take rate is bad math past ~$1k MRR).
  • ☐ Group name + handle (≤24 chars, no spaces).
  • ☐ Cover image (1920×480, on-brand).
  • ☐ Connect Stripe Express (settings → payments). Verify payouts go to your bank.
  • ☐ Set monthly price.
  • ☐ Toggle 7-day free trial ON in pricing settings.
  • ☐ Toggle Calendar tab ON (96% of winners).
  • ☐ Toggle Map tab ON (80% of winners).
  • ☐ Toggle Affiliates ON (52% of winners). Default 40% commission, lifetime.
  • ☐ Set group privacy: Public listing, paid entry — discoverable in Skool's directory.

Welcome bot script

Fires within 60 seconds of new signup (move #6 — 68% of winners run this; +24pp gap vs controls). Native Skool AutoDM, no third-party tool needed.

Skool → Settings → AutoDM → New member message

Hey @{first_name} 👋

Welcome to <YOUR_GROUP_NAME>. I'm <YOUR_FIRST_NAME>.

Two things to do in your first 24 hours:

1. Watch the day-1 walkthrough → <YOUR_DAY_1_VIDEO_URL>
   (3 min — exactly what's inside, what to do first, what to skip.)

2. Reply to this DM with one line:
   "Working on <ONE_SPECIFIC_THING>, need <ONE_SPECIFIC_OUTCOME>."

I personally read every reply. The first <FOUNDING_BENEFIT> for replies in your first 48 hours: <CONCRETE_THING>.

— <YOUR_FIRST_NAME>

The "reply with one line" pattern is what AI Automation Society does. Replies double as your free market research.

Welcome survey (lead-capture)

Required at signup (move #7 — 80% of winners require this; +20pp vs controls). Owns the email list off-Skool.

Skool → Settings → Welcome survey

  1. Email address (required, validated)
  2. What's your role? (single-select)
    Options: <YOUR_PERSONA_1> · <YOUR_PERSONA_2> · <YOUR_PERSONA_3> · Other
  3. What's the #1 outcome you want from this group in the next 30 days? (free text, ≤ 200 chars)

Three questions max — every additional field cuts completion ~10%. Push answers to Mailchimp/ConvertKit via Zapier (see below).

Bio + marketing links

≥3 marketing links on owner profile (move #5 — 28% of winners; +28pp gap, top-25 vs 0% control). One specific revenue/credibility number in line one (move #7).

Skool → Profile → Bio

<YOUR_FIRST_NAME> <YOUR_LAST_NAME> · <YOUR_CREDIBILITY_LINE_WITH_SPECIFIC_NUMBER>

I help <YOUR_PERSONA> <ACHIEVE_SPECIFIC_OUTCOME> using <SPECIFIC_METHOD>.

Inside this group: <ONE_SENTENCE_PROMISE>.

Marketing links (≥3)

  • 1. https://<YOUR_PRIMARY_OWNED_CHANNEL> — YouTube / podcast / personal site
  • 2. https://<YOUR_LEAD_MAGNET_URL> — free download / starter kit / waitlist
  • 3. https://<YOUR_HIGHEST_TRUST_SOCIAL> — LinkedIn / X / wherever your largest audience lives
  • 4. https://<OPTIONAL_4TH> — case studies / clients / press

Examples: Liam Ottley leads with "#1 AI business expert on YouTube (730,000+ subscribers)." Nate Herk leads with "verified n8n Expert Partner with 650k YT subs ✅".

Member database schema

One Notion database, this schema. Fed by Zapier (next section). Becomes your CRM, scoreboard, and case-study source.

Database name: Members

Property Type Source
NameTitleSkool member name
EmailEmailWelcome survey
Skool handleURLhttps://www.skool.com/@<username>
Joined dateDateZapier event timestamp
StatusSelectTrial · Paid · Founding · Cancelled
RoleSelectWelcome survey question 2
Stated outcomeTextWelcome survey question 3
First win shippedTextManual — fill when they post a win
First win amountNumber $Manual — dollar value of their first outcome
Testimonial OK?CheckboxManual — set when they consent
MRR contributionFormulaif(prop("Status") == "Paid", <YOUR_PRICE>, 0)

Sum the MRR column on the database view → live MRR dashboard. Filter "Status = Paid AND First win amount > 0" → testimonial pool.

Three zaps that wire the loop

Move #3 — Zapier integration on (64% of winners; +36pp gap). Skool's native Zapier app exposes member events.

Zap 1 · Member onboarding

New member → Notion + Slack + Email tool

  • · Trigger: Skool · "New Group Member"
  • · Action 1: Notion · Create database item in Members. Map: Name, Email, Skool handle, Joined date. Status = "Trial".
  • · Action 2: Slack · Send channel message to #signups: "🎉 New trial: {{name}} ({{role}}) — {{stated_outcome}}"
  • · Action 3: Mailchimp / ConvertKit · Add subscriber, tag skool-trial.

Zap 2 · Trial → Paid conversion

Trial converted → update Notion + ad-attribution event

  • · Trigger: Skool · "Subscription Started" (post-trial conversion)
  • · Action 1: Notion · Find item by Email, update Status = "Paid".
  • · Action 2: Webhooks · POST to Stape container → Meta CAPI "Subscribe" event with member details.
  • · Action 3: Slack · #revenue ping with member name + MRR delta.

Zap 3 · Cancellation alert

Member cancelled → save churn data

  • · Trigger: Skool · "Subscription Cancelled"
  • · Action 1: Notion · Find item, set Status = "Cancelled", log Cancelled date.
  • · Action 2: Slack · #churn ping. Manually follow up — every cancellation is a research interview opportunity.

Server-side conversion tracking

Move #1 — Meta Conversions tracking on (56% of winners; +44pp gap, the biggest single-factor gap). Without server-side, paid acquisition has no signal loop. Use Stape (cheapest hosted GTM server) or Make.com.

Setup sequence

  1. Create Meta Pixel + Conversions API dataset.

    Meta Events Manager → New Dataset → Web. Capture Pixel ID + Access Token.

  2. Spin up a Stape container.

    stape.io → New container → "Server Container". Pick Frankfurt or Virginia DC. ~$10/mo.

  3. Install Stape's Meta CAPI tag template.

    Container → Tags → New → "Conversions API Tag". Paste Pixel ID + Access Token.

  4. Create webhook endpoint in Stape.

    Container → Clients → "HTTP Request" client. Path: /skool. Note the URL — you'll POST to this from Zapier Zap 2.

  5. Map fields.

    In the tag: event_name = "Subscribe", event_time = now, user_data = email + name (Stape auto-hashes), custom_data = value & currency.

  6. Test event.

    Meta Events Manager → Test Events → Get test code → fire one zap manually → verify "Subscribe" appears with deduplication ID.

  7. Verify EMQ score ≥ 7.0.

    Meta Events Manager → Diagnostics. Below 6.0 = your matching keys are weak; below 4.0 = you might as well not have CAPI.

DM template — 100 warm contacts

Two-message structure. First message qualifies. Second message converts. No mass-broadcast — each one personalized in the <BRACKETS>.

Message 1 · Qualifier (sent to all 100)

hey <FIRST_NAME> — quick one. launching <YOUR_GROUP_NAME> next week (paid Skool group, <YOUR_PERSONA> only).

10 founding spots at <YOUR_FOUNDING_PRICE>/mo locked-in for life (vs <YOUR_REGULAR_PRICE> after).

remembered <ONE_SPECIFIC_THING_FROM_PRIOR_CONVO>. think this might be useful — interested in a quick look?

Message 2 · Convert (to those who reply yes)

appreciate it. here's the link: <YOUR_GROUP_URL>

founding rate <YOUR_FOUNDING_PRICE>/mo applies until <DATE>. just hit the trial button — i'll convert your account to founding manually so you don't have to put a card in to grab the rate.

shoot me your skool handle once you're in and i'll DM you direct.

Realistic conversion: 100 messages → 30-40 replies → 8-15 founding members. If you can't convert any, the offer (not the message) needs work.

Founder video + day-1 onboarding scripts

Video 1 · Founder hero (90 seconds, lands on About page)

[0-5s · the hook — outcome + specific number]
"<YOUR_OUTCOME> in <TIMEFRAME>. <YOUR_SPECIFIC_REVENUE_NUMBER> says it works."

[5-15s · who you are]
"I'm <YOUR_NAME>. I run <YOUR_BUSINESS>. I built this group because <ONE_SPECIFIC_REASON>."

[15-45s · what they get]
"Inside <YOUR_GROUP_NAME>:
 - <DELIVERABLE_1>
 - <DELIVERABLE_2>
 - <DELIVERABLE_3>"

[45-70s · why now]
"<TIMING_REASON_TIED_TO_2026_AI_WAVE>. If you're <YOUR_PERSONA>, the next 6 months matter."

[70-90s · CTA]
"Trial is 7 days, no card required. <YOUR_PRICE>/mo after. Click below — see you inside."

Video 2 · Day-1 onboarding (3 minutes, AutoDM links here)

[0-15s · welcome + the rule]
"You're in. One rule before anything else: post your stated outcome in the #intros channel. Public commitment is what makes this group work."

[15-60s · the tour]
"Three places to spend time:
 1. Classroom → start with module 1, <SPECIFIC_REASON>
 2. Calendar → Monday call is mandatory in your first 4 weeks
 3. Member map → find someone in your zip and set a coffee"

[60-150s · how to get value fastest]
"The members who get the most out of this in the first 30 days do these three things:
 1. <SPECIFIC_BEHAVIOR_1>
 2. <SPECIFIC_BEHAVIOR_2>
 3. <SPECIFIC_BEHAVIOR_3>"

[150-180s · close]
"Reply to my AutoDM with your one-liner outcome. I read every one. See you Monday."

Creative briefs + copy variants

Video Hook 1 · Founder talking head (15 sec)

[0-3s] HOOK: <YOUR_PERSONA>: stop <COMMON_BAD_BEHAVIOR>.

[3-10s] BENEFIT: I built <YOUR_GROUP_NAME> for <PERSONA> who want to <SPECIFIC_OUTCOME>. <YOUR_REVENUE_NUMBER> says the model works.

[10-15s] CTA: 7-day trial, link below.

Video Hook 2 · Screen recording + outcome overlay (15 sec)

[0-3s] Visual: zoom into <ONE_SPECIFIC_FEATURE_OR_TOOL_INSIDE>.
       Text overlay: "Inside <YOUR_GROUP_NAME>:"

[3-12s] Visual: 3-4 quick cuts of the actual deliverables.
        Text overlay: deliverable name + 1 specific outcome metric per cut.

[12-15s] Visual: trial-button mockup.
         Text overlay: "Trial 7 days · <YOUR_PRICE>/mo · cancel any time."

Video Hook 3 · Real testimonial reel (20 sec)

[Only run this hook AFTER you have real founding-member outcomes from Day 7.
 Do not fabricate. Three quotes, dollar number on screen with each.]

[0-7s]   <REAL_MEMBER_1_NAME>: "<REAL_MEMBER_1_QUOTE>" + $<REAL_DOLLAR_NUMBER>
[7-14s]  <REAL_MEMBER_2_NAME>: "<REAL_MEMBER_2_QUOTE>" + $<REAL_DOLLAR_NUMBER>
[14-20s] CTA: "Trial 7 days. <YOUR_PRICE>/mo after."

Still creative · 3 carousel cards

  • · Card 1: screenshot of your actual classroom (course tiles). Headline: "<NUMBER> modules inside <YOUR_GROUP_NAME>."
  • · Card 2: screenshot of the call schedule. Headline: "<CADENCE>. Every week. <FOUNDER_FIRST_NAME> on every call."
  • · Card 3: real founding-member quote screenshot (with consent). Headline: "<MEMBER_NAME>'s first 30 days."

Ad copy · 7 variants (primary text, ≤125 chars each)

1. "<YOUR_PERSONA>: stop <BAD_BEHAVIOR>. Inside: <DELIVERABLE>. Trial 7 days, <YOUR_PRICE>/mo after."

2. "<YOUR_REVENUE_NUMBER> says this model works. <YOUR_GROUP_NAME> opens 7-day trials → <PRICE>/mo."

3. "Built for <PERSONA>. <DELIVERABLE_1>, <DELIVERABLE_2>, <DELIVERABLE_3>. Free 7 days."

4. "What's inside: <ONE_SPECIFIC_DELIVERABLE>. What's not: <ONE_SPECIFIC_NON_DELIVERABLE>. Trial here."

5. "<MEMBER_NAME> shipped <REAL_OUTCOME> in <TIMEFRAME>. The same toolkit, 7-day trial."

6. "<COMPETITOR_OFFERING_BAD_THING>. We don't. <YOUR_DIFFERENTIATOR>. Try 7 days."

7. "<TIMING_REASON_2026_AI_WAVE>. Be inside <YOUR_GROUP_NAME> when it lands. Trial free."

Use #5 only after Day 7 outcomes ship. Don't write a Member quote — quote a Member.

Campaign settings checklist

Campaign level

  • · Objective: Sales (Conversions)
  • · Buying type: Auction
  • · Performance goal: Maximize number of conversions
  • · Conversion event: Subscribe (the event Stape fires from Zap 2)
  • · Budget: Campaign-level (CBO) — daily budget = your call (start conservative).
  • · Special ad categories: none

Ad set level

  • · One ad set, no targeting splits.
  • · Audience: Advantage+ Audience (let Meta optimize on the conversion event).
  • · Locations: US + CA + UK + AU + NZ to start. Expand on Day 14+ if working.
  • · Age: 25-65+. Don't pre-narrow — Meta will.
  • · Languages: English (All).
  • · Placements: Advantage+ Placements (FB feed + IG feed + Reels + Stories).
  • · Optimization & delivery: Conversions, 7-day click + 1-day view attribution.

Ad level

  • · 6 ads in this one ad set: 3 video hooks + 3 still cards.
  • · Identity: your real Facebook page + Instagram account (don't run from a placeholder page — auth issues + worse delivery).
  • · Format: single video / single image — no carousel until you have winning assets to anchor.
  • · Primary text: rotate 7 copy variants from the kit. Each ad gets one variant.
  • · Headline: < 25 chars, the offer in 3 words. Example shape: "Trial 7 days free."
  • · Description: < 30 chars. Example: "Cancel any time."
  • · Call to action button: Sign Up
  • · Destination URL: your Skool group URL with UTM params: ?utm_source=meta&utm_medium=cpc&utm_campaign=trial_launch

Day 10 launch protocol

  • ☐ 9am ET — turn campaign on.
  • ☐ Hour 1: confirm spend is ramping, no ad rejections.
  • ☐ Hour 4: spot-check ad delivery split. Don't pause anything yet.
  • ☐ Hour 8: first signal read — CPC, CTR, hook-rate (3-sec video views ÷ impressions).
  • ☐ EOD: kill bottom 50% of ads by CPL, double budget on top 25%.
  • ☐ Day 11+: hold for 72 hours before judging Subscribe-event volume — trial conversions land mid-trial.

Templates only. Real launch numbers (founding-member outcomes, dollar values, member testimonials) get filled in as they happen — never fabricated. Cross-reference: / → §10-day plan · /blueprint.