Overall Progress 0%

How to Use This App

  1. Check the Daily Playbook each morning -- it tells you exactly what to do
  2. Open the 13-Week Plan to see this week's tasks -- check them off as you go
  3. When you need to send an email or DM, find it in the scripts sections and hit Copy
  4. Every Friday, update your numbers in the Metrics Tracker
  5. On Saturday, review the Strategic Playbooks for big-picture planning

Dashboard

Email Subscribers

5,000
target

YouTube Subs

10,000
target

Monthly Revenue

Revenue by Quarter

QuarterPeriodRevenue TargetAvg/Month
Q1 (Mo 1-3)Apr-Jun 2026$45,000$15,000
Q2 (Mo 4-6)Jul-Sep 2026$105,000$35,000
Q3 (Mo 7-9)Oct-Dec 2026$150,000$50,000
Q4 (Mo 10-12)Jan-Mar 2027$200,000$67,000
TOTAL$500,000

Revenue Funnel

YouTube + Instagram + Referrals
Free Lead Magnet (email capture)
5-Email Welcome Sequence
Bi-Weekly Webinar
Product Stack Sells

Product Stack

ProductPriceType
Lead Magnet + WebinarFREEEmail capture
Guia ROTA Ebook$97Digital, passive
USA Ready Assessment (30 min)$971-on-1 Zoom
USA Transition Strategy (60 min + roadmap)$4971-on-1 Zoom + PDF
Curso Completo Metodo ROTA (self-paced)$497Digital course, passive
ROTA Mastermind (8-week cohort)$2,500Group Zoom + WhatsApp
Full Transition Package (3 months)$1,997Coaching program
VIP Concierge (6 months)$4,997Premium 1-on-1

Erik's Daily Playbook

Morning Block (8-10 AM) -- REVENUE ACTIONS
Midday Block (10 AM-12 PM) -- CONTENT + SYSTEMS
Afternoon Block (1-3 PM) -- GROWTH
Friday Review (30 min)

Week-by-Week Plan (13 Weeks)

Email Sequences

💬

DM Scripts

🎥

Instagram Reel Scripts (30)

🤝

Partnership Templates

📈

Metrics Tracker

📚

Quick Reference

What Happens When...

EventActionWho
Someone downloads free PDFNothing -- MailerLite sends welcome sequence automaticallyAuto
Someone replies to an emailReply within 2 hours, qualify, pitch appropriate productErik
Someone books $97 AssessmentTatiana delivers call, Erik sends follow-up pitching Tier 2Both
Someone buys $497 courseStan Store delivers automatically, Erik sends welcome + webinar inviteAuto + Erik
Someone applies for MastermindErik conducts 15-min fit call, sends $2,500 payment link if acceptedErik
Mastermind member needs moreErik pitches $4,997 VIP during check-in callErik
Someone DMs on InstagramReply within 2 hours, use DM scriptsErik
Webinar weekSend 3 reminder emails, Tatiana delivers, Erik runs tech + follow-upBoth
It's Friday30-minute metrics review, update dashboardErik
📅

Erik's Weekly Operating Schedule (Mon-Sat)

YOUR ROLE: Chief Operating Officer

Tatiana is the talent. She creates content and delivers coaching. You are the operator. You build systems, run marketing, follow up on leads, close sales, track metrics, and build partnerships. Every. Single. Day. If Tatiana is doing admin work, you're losing money.

MONDAY -- Content Production Day

TATIANA (Morning):

  • Film that week's YouTube video (script is in the 13-Week Plan)
  • Film 2 Instagram Reels (scripts are in the Instagram Reels section)

ERIK (All Day):

  • 8:00 AM -- Check Stripe for weekend sales. Check MailerLite for new subscribers.
  • 8:30 AM -- Reply to ALL DMs and emails from Friday night through Monday morning.
  • 9:00 AM -- Send 10 DMs to new engagers (people who liked/commented over the weekend).
  • 10:00 AM -- Edit last week's YouTube video (if not done Friday). Add subtitles if needed.
  • 12:00 PM -- Create 3-5 Instagram Story slides for the week (use Canva templates).
  • 1:00 PM -- Write this week's email newsletter (or schedule it for Thursday).
  • 2:00 PM -- Send 10 more DMs. Comment on 20 posts in Brazilian dentist groups.
  • 3:00 PM -- Plan Tatiana's filming schedule for the rest of the week.

TUESDAY -- YouTube Publish Day + Sales Outreach

TATIANA:

  • Film 2 more Instagram Reels
  • Conduct any booked assessment/strategy calls
  • On WEBINAR weeks (every other Tuesday): Deliver the 60-min live webinar at 8 PM Eastern

ERIK:

  • 8:00 AM -- Publish this week's YouTube video. Optimize title, description, tags, thumbnail.
  • 8:30 AM -- Add lead magnet link + all product links to YouTube description.
  • 9:00 AM -- Share YouTube video link on Instagram Stories, WhatsApp groups, Facebook groups.
  • 10:00 AM -- Send 10 DMs to new people. Focus on people who comment on YouTube.
  • 11:00 AM -- Follow up on any partnership outreach from last week.
  • 1:00 PM -- Send 10 more DMs. Comment on 20 niche posts.
  • 2:00 PM -- Edit Instagram Reels that Tatiana filmed (add text overlays, captions).
  • On WEBINAR days: 6 PM -- Send 2-hour reminder email. 7:30 PM -- Open Zoom, test tech. 8 PM -- Run webinar tech, drop links in chat. 9 PM -- Send replay email immediately after.

WEDNESDAY -- Email Marketing + Follow-Up Day

TATIANA:

  • Respond to WhatsApp messages from clients/prospects
  • Record any screen-share tutorials for the course (if building course)
  • Review and approve any content Erik has scheduled

ERIK:

  • 8:00 AM -- Check Stripe, MailerLite, reply to all messages.
  • 9:00 AM -- Follow up with EVERY webinar attendee who didn't buy (if webinar was Tuesday).
  • 10:00 AM -- Review email open rates and click rates. Optimize subject lines if below 25% open.
  • 11:00 AM -- Write/finalize Thursday's email newsletter.
  • 1:00 PM -- Send 20 DMs (can batch 10 at lunch, 10 at 3 PM).
  • 2:00 PM -- Send 2 partnership outreach emails (immigration attorneys, NBDHE tutors, credential agencies).
  • 3:00 PM -- Schedule Instagram Reels for rest of week (use Later, Buffer, or schedule natively).

THURSDAY -- Sales Day + Newsletter

TATIANA:

  • Conduct booked 1-on-1 calls (assessments, strategy sessions)
  • Deliver Mastermind group call (when cohort is active)
  • Post 1-2 Instagram Stories (behind the scenes, Q&A box, poll)

ERIK:

  • 8:00 AM -- Check Stripe, MailerLite. Reply to all messages.
  • 9:00 AM -- Send the weekly email newsletter (already written Wednesday).
  • 10:00 AM -- Conduct any Mastermind "fit calls" (15 min) or VIP upsell calls.
  • 11:00 AM -- Send 10 DMs to warm leads (people who downloaded PDF but haven't bought).
  • 1:00 PM -- Review YouTube analytics: which videos get the most views? Plan similar content.
  • 2:00 PM -- Send 10 more DMs + comment on 20 niche posts.
  • 3:00 PM -- Prepare for Friday (or next week's webinar if applicable).

FRIDAY -- Review Day + Preparation

TATIANA:

  • Conduct any remaining booked calls
  • Light day -- rest and recharge for next week's filming

ERIK:

  • 8:00 AM -- Final DM check and reply sweep for the week.
  • 9:00 AM -- 30-MINUTE METRICS REVIEW (non-negotiable):
  • - Total revenue this week
  • - New email subscribers this week
  • - YouTube views and new subscribers
  • - DMs sent vs replies received
  • - Webinar registrations (if applicable)
  • - What worked best? What flopped?
  • - Update the Metrics Tracker section in this app
  • 10:00 AM -- Pre-edit next week's YouTube video (rough cut).
  • 11:00 AM -- Plan next week's content: which Reel scripts? Which email topic?
  • 1:00 PM -- Send 10 final DMs for the week.
  • 2:00 PM -- Any remaining admin: update Stan Store, check Calendly, respond to Stripe disputes.

SATURDAY -- CEO STRATEGY DAY

This is NOT a work day. This is a THINK day. 2-3 hours max. You zoom out and work ON the business, not IN it.

9:00 AM -- The Big Picture Review (30 min):

  • Are we on track for this quarter's revenue target?
  • What's the #1 bottleneck right now? (Traffic? Conversion? Delivery?)
  • Are we spending time on things that DON'T make money? Cut them.
  • Review the 13-Week Plan -- are we ahead or behind?

9:30 AM -- Growth Strategy (30 min):

  • Which YouTube video got the most views this month? Make 3 more like it.
  • Which email had the highest open rate? Use that subject line style again.
  • Which DM script gets the most replies? Double down on it.
  • Any new partnerships to pursue? Immigration attorneys? NBDHE tutors? Credential agencies?
  • Should we start paid ads yet? (Not until you have $10K/month revenue consistently.)

10:00 AM -- Content Planning (30 min):

  • Plan next week's YouTube video topic and talking points for Tatiana
  • Pick 4 Instagram Reel scripts from the Reels section for next week
  • Choose the email newsletter topic and format
  • Review the Content Calendar and check off what's done

10:30 AM -- Expansion Thinking (30 min):

  • Are we ready for the next product launch? (Mastermind? VIP?)
  • Spanish content -- when do we start? (After $25K/month consistently)
  • Other professions -- veterinarians? pharmacists? (After dental is at $50K/month)
  • Platform play -- can we bring in other experts to teach their pathways?
  • Read the Expansion Plan document and update it with new ideas

11:00 AM -- Tatiana Check-In (15 min):

  • Review next week's filming schedule with her
  • Any client feedback to discuss?
  • Is she burning out? Adjust workload if needed.
  • Celebrate wins together -- even small ones.

SUNDAY -- OFF

Rest. Church. Family. Recharge. You need it to show up Monday with energy. The business will be there Monday morning.

🏆

Strategic Playbooks & Advanced Tactics

YouTube SEO & Growth Strategy

KEY INSIGHT: The Portuguese-language YouTube space for "Brazilian dentist to US hygienist" is almost EMPTY. No creator owns this niche. Tatiana will be the first mover. This is a massive blue ocean opportunity.

Title Optimization (SEO)

  • Always include the primary keyword in the first 5 words of the title
  • Use numbers: "7 Passos", "Salario REAL", "Em 18 Meses"
  • Use power words: "COMPLETO", "REAL", "EXATO", "GRATIS"
  • Include the year: "(2026)" -- helps with search freshness
  • Keep titles under 60 characters so they don't get cut off on mobile

Description Template (paste at TOP of every video)

Baixe o Guia 5 Passos GRATIS: https://dratatianakingsley.com
Guia ROTA Completo (US$97): https://stan.store/DraTatianaKingsley
Agende uma Avaliacao (US$97): https://stan.store/DraTatianaKingsley
Curso Metodo ROTA (US$497): https://dratatianakingsley.com
Me siga no Instagram: @dratatianakingsley

Neste video, eu mostro [resumo do video em 1-2 frases].

#dentistanoseua #higienistadental #brasileiranoseua #NBDHE #metodorota #tatianakingsley

Tags to Use on EVERY Video

dentista brasileira nos eua, higienista dental, como trabalhar nos estados unidos, dental hygienist brazil, NBDHE, Dra Tatiana Kingsley, metodo rota, dentista no exterior, trabalhar nos eua, licenciamento florida, prova NBDHE, salario higienista, dental hygienist salary, brasileira na florida

Thumbnail Best Practices

  • Tatiana's face MUST be in every thumbnail (human faces get 30% more clicks)
  • 3-5 words of text MAX -- big, bold, readable on mobile
  • Use contrasting colors (navy + gold + white works great)
  • Show emotion: surprise, excitement, confidence
  • Use split-image format for comparisons ("Brasil vs EUA")
  • Use tools: Canva (free) has YouTube thumbnail templates

Growth Tactics

  • Post consistently: 1 video per week, same day (Tuesday), same time
  • First 48 hours matter most: Share the video on ALL platforms immediately after publishing
  • Ask for engagement: "Me conta nos comentarios: em qual passo voce esta?"
  • Respond to EVERY comment in the first 24 hours (boosts algorithm)
  • Pin a comment with the lead magnet link on every video
  • Create playlists: "Metodo ROTA Completo", "Provas e Licenciamento", "Vistos e Imigracao"
  • End screen: Add a subscribe button + "next video" card to every video
  • Community tab: Post polls and questions between videos to keep engagement up

Instagram Growth Tactics

Posting Schedule

  • Reels: 4 per week (Mon/Wed/Fri/Sat)
  • Stories: 3-5 per day (mix of polls, Q&A boxes, behind-the-scenes, reposts)
  • Best posting times for Brazilian audience: 8-9 AM EST (lunch in Brazil), 6-8 PM EST (evening in Brazil)
  • Saturday: Best day for engagement -- Brazilian audience is free

Hashtag Strategy

Use 5-10 hashtags per post. Mix sizes:

  • Big (awareness): #brasileiranoseua #brasileiraspelomundo #vidanoexterior
  • Medium (niche): #dentistanoseua #trabalharnoexterior #mudancadecarreira
  • Small (targeted): #higienistadental #NBDHE #metodorota #dentistanaflorida
  • English crossover: #dentalhygienist #dentalhygienistlife #rdh

Engagement Hacks

  • The DM trigger: End every reel with "Comenta ROTA que eu te mando o guia gratis" -- this drives DMs AND boosts the reel's algorithm
  • Story polls: "Voce e dentista no Brasil? SIM / NAO" -- every response counts as engagement
  • Q&A box: "Me manda sua duvida sobre trabalhar nos EUA" -- generates content ideas AND engagement
  • Share to Stories: Every time you post a reel, share it to Stories with a sticker ("NOVO VIDEO!")
  • Collaborate feature: When clients succeed, do a collab post with them (doubles your reach)
  • Respond to EVERY comment and DM. Speed = sales. Within 2 hours max.

Content Repurposing (1 YouTube Video = 10+ Pieces of Content)

  • 1 YouTube video (10-15 min) -> clip into 3-5 short Reels (30-60 sec each)
  • 1 YouTube video -> 1 email newsletter summarizing the key points
  • 1 YouTube video -> 3-5 Instagram Stories with key quotes/stats
  • 1 YouTube video -> 1 LinkedIn post
  • 1 YouTube video -> 1 TikTok (just repost the Reel)
  • This means 1 filming session per week = content for ALL platforms

Webinar Conversion Optimization

Show-Up Rate (Target: 35-45%)

  • Send 3 reminder emails: 7 days, 24 hours, 1 hour before
  • Send a WhatsApp message 30 minutes before (if you have their number)
  • Create urgency: "Vagas limitadas pelo Zoom" (even if they're not literally limited)
  • Add the webinar to their calendar: use a "Add to Calendar" link in the confirmation email
  • Run the webinar on Tuesday at 8 PM Eastern / 9 PM Brasilia (tested best time for this audience)

Conversion Rate (Target: 8-15% of attendees)

  • The 45/15 rule: 45 min of pure value, 15 min of pitch. Don't rush the pitch.
  • Stack the value: Show ALL 6 modules, the bonuses, the templates. Make them feel like $497 is a steal.
  • Use the comparison: "$497 for the course vs $100,000-300,000 to revalidate your dental degree. The math is obvious."
  • Social proof: Show testimonials, screenshots, and success stories during the webinar.
  • Scarcity: "O bonus de revisao de curriculo so vale pra quem esta ao vivo agora."
  • Drop the link 3 times: Once in the middle (soft mention), once at the start of the pitch, once at the end.
  • Erik runs the chat: Drop links, answer questions, tag Tatiana for clinical questions.

Post-Webinar Follow-Up (Critical -- this is where 50% of sales come from)

  • Immediately after: Send replay email with checkout link + 48-hour bonus expiry
  • Next morning: DM every attendee who didn't buy: "Oi! Vi que voce assistiu a masterclass ontem. O que achou? Tem alguma duvida?"
  • 24 hours: Send "24 hours left for bonus" email
  • 48 hours: Send "Bonus expires tonight" email. Close the bonus at midnight.
  • For no-shows: Send the replay link and say "Eu sei que a vida acontece. Aqui esta a gravacao."

Pricing Psychology & Objection Handling

Why Your Pricing Works

  • $97 (Ebook/Assessment): Impulse buy range. Low enough that people don't overthink. High enough that only serious people buy.
  • $497 (Course/Strategy): The "committed but cautious" price point. Feels significant but justifiable -- it's less than 1 week of hygienist salary.
  • $2,500 (Mastermind): "I'm serious about this" price. Filters for committed people. Group format means high value per dollar for the client and high leverage for you.
  • $4,997 (VIP): Premium, full-service. Only for people who want hand-holding. 2 of these per month = $10K.

The ROI Reframe (use this EVERY time someone says "it's expensive")

"O curso custa US$497. Uma higienista ganha US$280 por dia. Voce recupera o investimento em MENOS DE 2 DIAS de trabalho. Comparado com a revalidacao do diploma (US$100.000-300.000 e 5+ anos), isso e o melhor investimento que voce vai fazer na sua carreira."

Common Objections & Responses

ObjectionResponse
"E muito caro"Use the ROI reframe above. Compare to revalidation cost. "Custa menos que 2 dias de salario como higienista."
"Preciso pensar""Entendo! O que especificamente voce precisa pensar? Talvez eu possa ajudar a esclarecer." (Identify the REAL objection.)
"Meu ingles e fraco""A Tatiana tambem nao falava ingles quando chegou. O Modulo 2 do curso tem estrategias especificas pra ingles clinico. 3-6 meses de foco e voce consegue."
"Nao tenho visto""Voce pode comecar o processo AGORA -- estudo, credenciais, provas -- e estar pronta quando o visto chegar. Cada mes que voce espera e dinheiro que voce deixa de ganhar."
"Vou tentar sozinha""Voce pode! Mas a Tatiana tentou sozinha e perdeu meses e dinheiro. O curso existe pra encurtar esse caminho. E custa menos que os erros que voce vai cometer fazendo sozinha."
"Minha familia nao apoia""Mostra pra eles os numeros: R$3.000/mes no Brasil vs US$8.000/mes nos EUA. Quando virem o resultado, vao entender."

Paid Advertising Roadmap

DO NOT START PAID ADS UNTIL: (1) You're consistently making $10K+/month from organic, AND (2) Your webinar conversion rate is above 8%, AND (3) You have at least 3 months of content data showing what works. Ads amplify what already works. If your organic funnel is broken, ads just burn money faster.

When You're Ready (Month 4-6+):

  • Start with $500/month on Instagram/Facebook ads
  • Ad #1: Promote the FREE lead magnet (5 Passos PDF). Goal: email signups at under $3 per lead.
  • Ad #2: Promote the webinar registration. Goal: registrations at under $5 each.
  • Target audience: Portuguese-speaking, located in USA + Brazil, interested in dentistry/healthcare/immigration/working abroad
  • Use your best-performing Reels as ads. If a Reel got 10K+ organic views, turn it into a paid ad. The algorithm already validated it.
  • Retargeting: Show ads to people who visited your Stan Store but didn't buy. This is the highest-ROI ad spend.

YouTube Ads (Month 6+):

  • Run pre-roll ads on videos about "working in the USA" or "Brazilian immigration"
  • Target: Portuguese language, topics related to dentistry/healthcare/immigration
  • Budget: $500-1,000/month
  • Goal: Drive to lead magnet landing page

Content Repurposing Playbook

The 1-to-10 Formula: 1 YouTube Video = 10+ Content Pieces

#PlatformWhat to CreateTime to Make
1YouTubeFull video (10-15 min)Film: 30 min. Edit: 1 hr.
2-4Instagram Reels3 short clips from the video (30-60 sec each)15 min each to clip + add text
5-7Instagram Stories3 quote/stat slides from the video10 min total in Canva
8Email NewsletterSummary of the video's key points + link to watch15 min to write
9LinkedIn PostProfessional version of the video's topic10 min
10TikTokRepost the best Instagram Reel2 min
11YouTube Community TabPoll or question related to the video topic2 min

Referral Program Mechanics

Client Referral Program (Launch Month 3)

  • Ebook referral: Give $20 credit for each friend who buys the $97 ebook
  • Course referral: Give $100 credit or cash for each friend who buys the $497 course
  • Mastermind referral: Give $250 credit for each friend who joins the $2,500 Mastermind
  • VIP referral: Give $500 credit for each friend who signs up for the $4,997 VIP

How to Track

  • Simple: Google Sheet with referrer name, referred name, product, date, commission paid
  • Advanced (later): Use Stan Store's affiliate feature or set up a simple coupon code per referrer in Stripe

How to Ask for Referrals

Send this to every client 1 week after purchase:

"Oi [nome]! Como esta indo com o [produto]? Estou te mandando essa mensagem porque estou lancando um programa de indicacao. Se voce conhece outra dentista brasileira que precisa de orientacao, manda o meu perfil pra ela. Se ela comprar qualquer produto, voce ganha [valor] de credito. E so me avisar quem voce indicou!"

Community Building (WhatsApp & Facebook Groups)

Free WhatsApp Community (launch Month 2)

  • Create a WhatsApp Community called "Dentistas Brasileiras nos EUA -- Comunidade ROTA"
  • Add everyone who downloads the free PDF or attends a webinar
  • Post 2-3 times per week: tips, wins, Q&A, links to new content
  • This becomes a warm audience for launches -- when you announce the course or mastermind, these people buy first
  • Rule: Don't spam. Provide value. 80% value, 20% promotion.

Private WhatsApp Group (for Mastermind only)

  • Separate group for each Mastermind cohort (10 people max)
  • Tatiana checks in daily (or delegates to Erik for admin questions)
  • This is where the magic happens -- clients help each other, share wins, ask questions
  • When the cohort ends, move them to an "Alumni" group for ongoing networking

Facebook Group (optional, Month 3+)

  • Create "Dentistas Brasileiras nos EUA -- Metodo ROTA" on Facebook
  • Makes content searchable and indexable by Google (WhatsApp isn't)
  • Use as a content repository: post YouTube videos, answer questions, create discussion threads
  • Moderating takes time -- only start this when you have bandwidth

Tech Stack & Tools

ToolWhat It DoesCostWhen to Upgrade
StripePayment processing2.9% + $0.30/transactionAlready set up
Calendly (Free)Booking + Stripe integration$0Upgrade to Pro ($10/mo) when you need custom branding
Zoom (Free)1-on-1 calls + webinars$0Upgrade to Pro ($15/mo) when you need recordings or group calls > 40 min
MailerLite (Free up to 1,000 subs)Email marketing + automation$0Upgrade to Growing Business ($10/mo) at 1,000+ subscribers
Stan StoreDigital product sales$29/moAlready set up. Sufficient for now.
Canva (Free)Thumbnails, graphics, PDFs$0Upgrade to Pro ($13/mo) when you need brand kit and background removal
CapCut (Free)Video editing for Reels$0Free is sufficient for Reels. Use DaVinci Resolve (free) for YouTube.
Later or BufferSocial media scheduling$0 (free tier)Upgrade when you need more than 30 scheduled posts
Google SheetsMetrics tracking, referral tracking$0N/A -- always free

Total monthly cost to start: ~$29/month (just Stan Store). Everything else is free. Don't buy more tools until revenue justifies it.

Legal Disclaimers You Need

IMPORTANT: You are NOT an immigration attorney. You are NOT a licensed educator. You provide consulting and guidance based on personal experience. Always include appropriate disclaimers.

Immigration Disclaimer (include on website, in course, and in webinar)

"As informacoes fornecidas por Tatiana Kingsley Consulting sao apenas para fins educacionais e informativos. Nao constituem aconselhamento juridico, de imigracao ou profissional. Recomendamos fortemente que voce consulte um advogado de imigracao licenciado para orientacao especifica sobre sua situacao."

Results Disclaimer

"Os resultados variam conforme o caso individual. Nao garantimos aprovacao em provas, obtencao de vistos, ou emprego. Os depoimentos e exemplos sao experiencias individuais e nao representam resultados tipicos."

Refund Policy (include on Stan Store and Stripe checkout)

"Produtos digitais (ebooks, cursos): Nao sao reembolsaveis apos o acesso. Servicos de consultoria: Reagendamento permitido com 24 horas de antecedencia. Cancelamentos com menos de 24 horas nao sao reembolsaveis. Mastermind/VIP: Reembolso proporcional disponivel nos primeiros 7 dias."

Tatiana's Recording & Filming Guide

Equipment (Minimum Viable Setup -- $0-$50)

  • Camera: iPhone on a tripod ($15-25 on Amazon). Good enough for YouTube AND Reels.
  • Lighting: Face a window for natural light (free). Or get a ring light ($25-30 on Amazon).
  • Audio: iPhone mic works if the room is quiet. For better audio: lavalier mic ($15-25).
  • Background: Clean wall, bookshelf, or simple backdrop. No clutter. A plant helps.
  • Screen recordings: QuickTime (free on Mac) or Zoom screen share for tutorial lessons.

Recording Tips

  • Talk to the camera like you're talking to ONE friend on a Zoom call -- not a crowd
  • It's OK to make mistakes -- Erik will edit them out
  • Keep each lesson under 20 minutes. 10-12 is ideal.
  • Start each video with: "Nesse video, voce vai aprender [X]."
  • End each video with: "No proximo video, vamos falar sobre [Y]. Se inscreve no canal."
  • Film in batches: 2-3 videos in one sitting, then take a break
  • Wear the same outfit for all lessons in one module (looks cohesive)
  • Film in landscape (horizontal) for YouTube, portrait (vertical) for Reels
  • Look at the camera lens, not the screen
  • Smile. Energy matters more than perfection.

Course Recording Sprint (5 days)

  • Day 1: Module 1 (Credenciais) + Module 2 (NBDHE) -- 4 lessons each
  • Day 2: Module 3 (Florida) + Module 4 (Vistos) -- 4 + 3 lessons
  • Day 3: Module 5 (Trabalho) + Module 6 (Financeiro) -- 4 lessons each
  • Day 4: Re-record anything that didn't come out well. Film bonus content.
  • Day 5: Rest. Erik edits and uploads everything.
🌎

Expansion Plan: From Proof of Concept to Platform

THE BIG PICTURE

The dental hygienist business is the proof of concept. Once validated, the model applies across professions and nationalities. The addressable market is $200M+. Even capturing 1% = $2M/year.

Phase 1: Prove the Model (NOW -- Month 1-6)

  • Focus 100% on Brazilian dentists -> Florida dental hygienist pathway
  • Hit $25K/month consistently before expanding
  • Build the systems (email, webinar, course, coaching) that will scale
  • Collect testimonials and case studies -- these become your competitive moat
  • DO NOT EXPAND until this phase is profitable and repeatable

Phase 2: Geographic Expansion -- Pan-Latin (Month 6-12)

Tier 1 Markets (add Spanish subtitles to top YouTube videos)

  • Venezuela: Fastest-growing US immigrant group. 48% hold college degrees. ~770K in USA.
  • Colombia: 3rd largest Latin group. Strong professional class. ~1.2M in USA.
  • Argentina: High education rates. Growing diaspora. Economic instability = push factor.

How to Enter

  • Step 1: Add Spanish subtitles to your top 5 performing YouTube videos (hire a translator, ~$50/video)
  • Step 2: Create 1-2 Reels in Spanish (or with Spanish subtitles)
  • Step 3: If traction, create a Spanish version of the lead magnet
  • Step 4: If significant traction, find a Spanish-speaking expert partner to co-create content

Phase 3: Professional Expansion (Year 2+)

The model repeats for ANY profession where: (1) foreign credentials don't transfer, (2) there's a pathway to licensure, (3) the income gap is dramatic.

ProfessionBrazil SalaryUS SalaryGapPriority
Dental Hygienist (current)~$9K$70-100K8-11xNOW
Veterinarian~$12K$90-120K8-10xYear 2
Pharmacist~$10K$120-150K12-15xYear 2
Physician (various)~$20K$200-350K10-18xYear 2-3
Nurse~$8K$65-90K8-11xYear 2
Attorney~$15K$80-180K5-12xYear 3

The Platform Model: Find an expert in each profession who LIVED the pathway. Bring them on as a partner. They create content and deliver coaching. You provide the infrastructure (email, course platform, webinar system, payment processing). Revenue split: 50/50 or 60/40. You become the platform, not just a single consultant.

The Competitive Moat (Why This Is Defensible)

  • Lived credibility: Tatiana DID this herself. Competitors can teach theory. She teaches from experience. Can't be faked.
  • Language advantage: Portuguese content for professional immigration is a desert. Massive blue ocean.
  • Network effects: Every successful client knows 20+ colleagues who need the same help. Referrals compound.
  • Community moat: The WhatsApp groups and Mastermind alumni network become a community that competitors can't replicate overnight.
  • First-mover advantage on YouTube: No one owns this niche in Portuguese. Once you have 50+ videos and 10K+ subscribers, catching up is extremely hard.
  • Data advantage: Over time, you'll know exactly which states, which visas, which employers work best. This knowledge compounds and becomes proprietary.

Revenue Calculator

Enter how many of each product you sold this month. The calculator does the rest.

ProductUnits SoldRevenue
Guia ROTA Ebook ($97) $0
Assessment ($97) $0
Strategy Session ($497) $0
Course ($497) $0
Mastermind ($2,500) $0
Full Transition ($1,997) $0
VIP Concierge ($4,997) $0
TOTAL THIS MONTH $0

Client Tracker

Track every client. Never forget a follow-up.

NameProductDateStatusFollow-up

Saved Replies

Pre-written answers to common questions. Hit Copy and paste into Instagram, WhatsApp, or email.

Notes & Ideas Bank

Capture content ideas, client feedback, random thoughts. Saves automatically.

Growth Playbook — 10 Things To Do Now

These are the moves that separate a $100K business from a $500K business. Do them in order.