Core offer + funnel
- Offer: Dividend Portfolio Tracker (starter $19, Pro $39, Lifetime $79). Split test $29/$49/$99.
- Hooked benefits: monthly income forecast, ex-dividend calendar, yield-on-cost, DRIP modeling, sector exposure, tax-friendly income view.
- Funnel:
- TikTok → bio/Link-in-bio page
- Lead magnet (“Dividend Starter Pack: top 25 monthly payers + 12-month income planner”)
- Email/DM → product page with 2-minute demo video + testimonials
- Checkout (Gumroad/Lemon Squeezy/Shopify digital)
- KPIs (30-day targets):
- Post volume: 60–90 videos (2–3/day)
- Hook hold rate (watch 3s/starts): ≥70%
- 50%+ watch time ≥20%
- Profile click-thru ≥2.5%
- Landing page CVR ≥3–6% (cold), ≥8–12% (warm)
- Email opt-in rate ≥25–40%
- Product page CVR ≥3–8%
- Revenue goal: $5–10k first 30 days, compounding with Spark Ads.
30-day execution plan (weekly)
Week 1 — Set foundations
- Build: Link-in-bio page (hero, 3 bullets, demo GIF, email capture, CTA).
- Lead magnet: 1-pager PDF + a simple 12-month income calculator (light version).
- Tracking: TikTok pixel (via Shopify/LS/Gumroad helper), UTMs in bio link.
- Content bank: write 24 hooks, 12 fully scripted videos (below), 12 B-rolls.
- Offers: code “CASHFLOW10” (10% off) + “BUNDLE” (Tracker + Starter Pack).
- Warm outreach list: export your followers who DM’d/liked/commented in last 90 days (manual scrape from notifications + saved usernames in a sheet).
Week 2 — Publish and warm the base
- Cadence: 2–3 videos/day (morning, noon, evening). Pin top 3.
- Live 2×/week (30 min): share screen demo + Q&A; drop link in bio.
- Start DM warm outreach to existing followers (scripts below).
- Collect 5 testimonials (early buyers) → add to product page.
Week 3 — Scale what works
- Double down on formats with ≥30%+ watch-through to 50%.
- Launch Spark Ads on 2 best posts (View Content/Traffic objective). Budget: $25–$50/day/post. Retarget profile visitors and video viewers.
- Stitch/Duet 5 creators/week in #dividends #cashflow #personalfinance.
Week 4 — Systematize
- Ship v1.1 features/updates; announce “free lifetime updates” to early buyers.
- Drop mini-case studies (screenshots of forecast), rotate new hooks.
- Create evergreen “Start Here” playlist and “Monthly Payers” playlist.
Posting system (keep it simple)
- Pillars (rotate):
- Forecasts & case studies
- Myths & mistakes
- Straight tutorials (screen-record)
- Before/After “my first $100/mo” stories
- Quick calculators (rule-of-thumb clips)
- News explainers (only when relevant to dividends)
- Cadence: 2–3/day. 1 face-cam, 1 screen-record, 1 pattern-interrupt.
- Hashtags: #dividends #dividendinvesting #cashflow #passiveincome #dividendstocks #financialfreedom #drip #reits #valueinvesting #stockmarket (5–8 max).
- CTAs (rotate): “comment ‘TRACKER’ for the link”, “bio has the demo”, “DM ‘DIV’ for a discount”.
24 video ideas (12 fully scripted below)
- “$100/mo → $1,000/mo dividend path (math)”
- “3 dividend myths killing your returns”
- “How I pick monthly payers (screen demo)”
- “Forecast your 12-month dividend income in 60 seconds”
- “Yield-on-cost vs current yield (why you’re confused)”
- “DRIP or take cash? Decision tree”
- “My $10/day cash-flow DCA method”
- “Stop doing this with REITs”
- “How to avoid ex-dividend traps”
- “Sector mix that survives rate cuts”
- “$5k account → $50/mo plan”
- “Live: build your dividend plan with me (Q&A)”
- “The ‘rent’ your stocks pay you (analogy)”
- “ETF vs individual dividend stocks (quick compare)”
- “The silent killer: dividend cuts (spot red flags)”
- “Starter Pack walkthrough (lead magnet preview)”
- “Top 5 monthly payers right now (criteria call-out)”
- “My worst dividend mistake (and fix)”
- “How taxes hit your dividends (US quick primer)”
- “Dividend capture? Don’t. Here’s why.”
- “Turning options premia into dividend buys (conservative)”
- “Reinvesting rules: the 70/20/10 split”
- “Stop chasing 15% yields (math proof)”
- “What’s in the Tracker v1.1 (new features)”
12 fully scripted TikTok videos (hook → body → CTA)
1) $100 → $1,000/mo plan
Hook: “$100/month in dividends is cute. Here’s the math to $1,000/mo without gambling.”
Body: “Goal: $12k/yr. At a 5% portfolio yield, that’s ~$240k invested. Too big? Break it: $1k/mo contributions + 7% total return = ~7–8 years. I use my Tracker to map contributions + DRIP + raises so I’m not guessing.”
CTA: “Comment ‘TRACKER’ for the demo and copy my template.”
2) 3 myths
Hook: “3 dividend myths costing you real money.”
Body: “Myth 1: ‘Highest yield wins’—no, cuts kill your compounding. Myth 2: ‘DRIP always’—sometimes take cash when a position is overweight. Myth 3: ‘REITs are passive’—they’re rate-sensitive; track exposure. My Tracker flags these.”
CTA: “Bio link for a free Starter Pack.”
3) Screen demo: forecast in 60s
Hook: “Forecast your next 12 months of dividend income in 60 seconds.”
Body (screen): “Import your tickers/weights, the sheet auto-pulls pay frequency, ex-dates, and a monthly forecast. Flip DRIP on/off to see compounding.”
CTA: “Grab the template in bio. Use code CASHFLOW10.”
4) Yield-on-cost vs current yield
Hook: “Stop bragging about yield-on-cost.”
Body: “YOC lies about what your money earns today. You need current yield to compare new buys. I track both so I don’t trick myself.”
CTA: “Comment ‘YIELD’—I’ll send the explainer.”
5) DRIP decision tree
Hook: “DRIP or take cash? Use this.”
Body: “If total position >15% of portfolio → take cash. If valuation stretched → cash. If position under target and fairly valued → DRIP. I toggle DRIP per holding in my Tracker.”
CTA: “Bio has the template + my rules built in.”
6) $10/day DCA
Hook: “$10/day. That’s it.”
Body: “At 5% yield, $10/day becomes ~$1,825/yr invested. With raises + DRIP you’re stacking real income. I plan buys weekly inside the Tracker.”
CTA: “DM me ‘DIV’—I’ll send the $10/day plan.”
7) Ex-div traps
Hook: “Buying the day before ex-div? Read this.”
Body: “Price drops by the dividend amount. You’re not beating math. Track ex-dates to plan entries instead of chasing dates.”
CTA: “Get the ex-div calendar inside the Tracker.”
8) REIT reality check
Hook: “REITs aren’t bonds.”
Body: “They’re businesses with debt and sensitivity to rates. Track debt/FFO trend and sector weight. My template caps sector % so I don’t get smoked.”
CTA: “Starter Pack in bio has my REIT checklist.”
9) Taxes 60-sec
Hook: “Dividends are not ‘free money’—taxes matter.”
Body: “Qualified vs ordinary, state taxes, tax-advantaged accounts. I tag accounts in the Tracker so the forecast reflects reality post-tax.”
CTA: “Grab the template. Not tax advice—tools to plan.”
10) 25 monthly payers (lead magnet)
Hook: “Here are 25 monthly payers that make budgeting easy.”
Body: “I scored them by stability, payout ratio, and growth streak. The full list is a free PDF—use it to build a smooth calendar.”
CTA: “Comment ‘MONTHLY’—I’ll send the link.”
11) Case study
Hook: “From $0 to $120/mo in 6 months.”
Body: “$400/week, 5% portfolio yield, DRIP on, two raises. Here’s the monthly chart from my Tracker.”
CTA: “Want the same layout? Bio link has the demo.”
12) Product demo
Hook: “2 minutes: what you actually get.”
Body (screen): “Dashboard (income by month), Positions (yield, YOC, DRIP), Ex-Div calendar, Sector caps, Buy list. Updates included.”
CTA: “Bio link. Code CASHFLOW10 expires tonight.”
Cold outreach to your existing followers (DM templates)
Rules: personalize with their recent comment/like; send 20–30/day to avoid spam blocks; always ask a question.
DM 1 — Warm like/engager
“Appreciate you jumping on the dividend vids. Quick q: do you have a monthly income target (e.g., $250/mo by Dec)? If yes, I’ll send a 60-sec plan + my Tracker demo.”
DM 2 — Commented on yield
“Saw your note about chasing high yield. I built a toggle that flags payout risk + yield traps. Want the explainer and a discount code?”
DM 3 — Past DM’er
“We talked about REITs last month. I just shipped a sector-cap feature that stops me from over-allocating. Want the update + Starter Pack?”
DM 4 — Lead magnet push
“I’m giving away my ‘Dividend Starter Pack’ (25 monthly payers + a mini income planner). Want it?”
DM 5 — Direct offer
“If forecasting your next 12 months of dividends in 60 seconds would help, here’s 10% off my Tracker (today only). Want the link?”
Comment-to-DM telescripts (public reply + private DM)
Public reply (short)
“Love this. I’ll DM you my income forecast template. Check your messages.”
Private DM sequence
- “Saw your comment about [topic]. What’s your monthly dividend goal and timeline?”
- If they respond with a number: “Perfect. At ~5% yield, that’s ~$X invested. Do you want a plan that mixes monthly payers + growth names? I’ll show it inside my Tracker.”
- Soft close: “I’ll send the demo + code CASHFLOW10. If it’s not for you, keep the Starter Pack.”
Reply scripts for common objections
- “I can build a free sheet.” → “Do it. If time >2 hrs, this pays for itself. You’re buying my update cadence and built-in rules, not a grid of cells.”
- “I don’t have enough capital.” → “Start with $10/day. The point is planning contributions + DRIP. The template’s forecast keeps you honest.”
- “What tickers?” → “I don’t sell picks. I sell the system. The Starter Pack has criteria and examples to evaluate your list.”
Live stream outline (30 minutes)
- 0–3 min: “Goal → plan math in 60s”
- 3–12: Live build: import 5 tickers, toggle DRIP, show monthly forecast
- 12–20: Audience portfolio makeovers (2–3)
- 20–25: Taxes/qualified vs ordinary (high level)
- 25–30: Offer: “Starter Pack free; Tracker with code CASHFLOW10 in bio. Lifetime updates for early buyers.”
Growth levers
- Stitch/Duet 5x/week: react to dividend myths, “$100/day passive income” claims, REIT news; add math and your system.
- Community prompts: “Comment your monthly goal; I’ll reply with your target portfolio size.”
- Giveaways: 3 free copies/week for best portfolio build stories (UGC).
- Spark Ads: boost any post with ≥8% profile CTR or ≥25% watch-through to 50%; add CTA in caption (“bio link”).
Email flow (since you’re capturing leads)
- Day 0: “Your Starter Pack + 60-sec plan” (PS: 10% code expires in 48h)
- Day 2: “$100→$1,000/mo math + sheet demo”
- Day 4: Case study screenshot + testimonial
- Day 6: “DRIP decision tree (downloadable)”
- Day 8: Offer reminder + live invite
Assets checklist
- Link-in-bio page + pixel + UTM
- Product page with 120-sec demo video + 3 testimonials + feature bullets + guarantee (“30-day updates or refund”)
- Starter Pack PDF + mini-planner
- Saved Replies library (for DMs/comments)
- Sheets: Content Calendar, DM Tracker, Sales Dashboard
Saved replies (pasteable)
- “Link’s in bio. Use CASHFLOW10.”
- “Not advice. Tool to run the math so you don’t guess.”
- “Starter Pack is free—want it?”
- “What’s your monthly dividend target?”
Daily/weekly cadence
- Daily: post 2–3 videos; reply to every comment; DM 20–30 warm followers; log metrics.
- 2×/week: go live, collect UGC/screenshots.
- Weekly review: top 5 hooks, bio CTR, LP CVR; kill underperformers, double on winners.
Execute this as written and you’ll have repeatable traffic → email → sales. If you want, I can turn the scripts into a Content Calendar (CSV) and a Saved Replies sheet you can drop into your workflow.