Please enable JavaScript.
Coggle requires JavaScript to display documents.
Experiential/Transformation Event - Coggle Diagram
Experiential/Transformation Event
"Accidental Business Owner"
$1.5M - $2.5M of revenue
6-12 team
How to actually manage people
Job Descriptions
Performance Reviews
RPRS Issues
How to Hire
How to Fire
Delegate & Elevate
Vision/Mission Alignment
Time/Productivity Management
-Get Your Time Back
Timeblocking
Surges
Timeboxing
How to actually delegate
Email management
Management client expectations
Finding your 2IC / Building Your Team
Finding your perfect EA
Is this VISIONARY specific???
Right-Size Your Practice
How to get rid of clients
How to fire/let go of some of your team
Finding your ideal client focus
Building Your Management Team
Finding your 2IC
Build A Great Hiring Process (For Non-Advisors?)
Job Descriptions
Interviewing
Assessments
Setting salary ranges
Work Samples
Core Values / Culture
Offer Letter
Employment Agreement
Highly Leveraged Solo / Small-Team
$500k - $1M of revenue
2-4 team
Time/Productivity Management
Maximizing your Personal Leverage
Delegate & Elevate
Job Descriptions
Personal Focus/Highest-Best Use
How to Hire
Design your Dream Practice
Leveraging your Team
Good Money but Too Many Hours
Time/Productivity Management
Your Key Team - EA + 2IC
Have an EA but need to make it go better
No EA but I want to get one
Make me productive without an EA
Personal Productivity
Daily Themes
Time blocking
Creating focus w/ no notifications
Email management
Managing Expectations
Ideal Week
Get the most out of my team...
Marketing / Growth
Digital Funnel
Pick your niche/target clientele
Create a lead magnet
Implement a CTA for it
Homepage
Floating bar?
Welcome Sequence
Ongoing drip content
Create
Curate
Meeting/conversion CTAs (sales emails?)
Grow your list
Social shares
Social CTAs
Paid social to lead magnet?
Add 1 sales page to the website to speak to them
Event/Experience Structures...
Monthly Office Hours w/ Michael
Monthly Webinars w/ Guest Expert
Community Forums (check... weekly? Expert support?)
In-person 2-day event
Beginning?
End?
Middle (some pre, mostly post?)
Advisor Peers (sharing what they're doing/how they're implementing) - or is this part of Office Hours?
Office Hours Q&A and/or Hot-Seat Live Coaching?
People to Partner with...
Taylor Schulte
Shannon O'Toole
Olivia Luper (digital marketing)
Libby Griewe (ideal week)