Project Results

The goal of this project was to start taking on clients and this was achieved. Two new clients were taken on during this period. 

One idea which was used heavily with the first client was to create a preparation audio to add structure to their day. That worked really well. It was important to maintain a high level of communication with the clients to be able to make adjustments as needed.

During project, feedback was gathered. This is useful for creating testimonials.

Future ideas:

  • Develop an interview process for different types of clients (Joint Ventures)
  • How to transition single service clients to a project client


#1 Limitations: growth, learning
#2 Need central place for project details

Desired Results

  • Start working with outside clients
  • Sharpen skills
  • Generate testimonials
  • Build process and structure for working with clients

Day-to-Day Maintenance

  • Conversations
  • Project creation


Week 1 – Week 5 ( Oct 5 – Nov 8)

  • Began first project with a currency trader
  • Created initial interview process and conducted first interview
  • Created an audio structure for clients
  • Began 2nd project
  • Interviewed second client
  • Created 2nd project
  • First project is about to wrap up successfully. Client achieved the stated goals for the project.

 Mental Game

Philosophy: Helping clients succeed is the highest leverage thing I can do.


The Circle + 80/20

  • Experience: consulting, creating projects, leading project creation, marketing, ecommerce, analytics, project management, team building, systems design, starting and running businesses, Food Project, Website Project, MBTI
  • Equipment: desktop, laptop, iPhone, iPad, a/v equipment
  • Software: Google Docs, Skype, Calendly, WordPress, Evernote
  • IP: interview prep, interview process, post-interview
  • Clients: 2, 2 industries, feedback source, time required for each stage
  • Audio structure, practice structure

Outside Circle

  • Create stages clients go through


Project Structure

  1. Problems
  2. Desired Results
  3. Day-to-Day Maintenance
  4. Timeline
  5. Mental game: motivation, philosophy
  6. Fallback plan
  7. The Circle + 80/20
  8. Behind-the-Scenes
    1. Systems, processes, procedures, practice


  1. Design reusable processes
  2. When unsure what to do, focus on existing assets.
  3. Combine projects. Combine and simplify.
  4. Research for client MBTI: similar people, autobiography summaries, wordings, motivations
  5. Don’t solve problems which don’t exist yet.
  6. What is moving the needle right now? Clients. Not financial aspect, but actually doing projects.
  7. Pig-headed discipline, one karate kick, work is fractal

Interview Prep

  1. Will be writing out responses during interview and recording interview.
  2. Mention there will be pauses. Use the pauses to think. Could be up to a minute. If something comes to mind say it. This is built-in breathing room.
  3. Explain 1 project thoroughly and then show differences with three more. This could be on a preliminary call.
  4. Say: “Problems and desired results often change after the project starts. They could be very different in 30 days time. This is because you get a new understanding once a project starts running. You have new information which you didn’t have at the beginning of the project.  The project always reflects the current state.”
  5. MBTI test. Use test to build questions that find out how closely person matches personality. Then during interview, get examples to understand thinking and execution better.


  1. Turn on recorder
  2. Reiterate interview prep quickly
  3. Problems
  4. Assets
  5. Desired Results
  6. Why are you looking for those results? What benefits?
  7. What is stopping you from reaching your desired results right now? Anything else stopping you?
  8. What have they tried in past? What worked, what didn’t?
  9. What did you think of x (example audio I did for x client)? Follow up: is that something you would be willing to do?
  10. Mental state: Stress sources. Business. Personal. Fears. Beliefs (subject, success).
  11. How would you describe x spiritually?
  12. What problems do you anticipate with the project? Why?
  13. What are you going to do to motivate yourself?
  14. How will we define success? How will we know if we are successful?
  15. What is your goal with this?
  16. What are the benefits to this job/business/project?
  17. What do you exaggerate in their life? Something I overemphasize and I downplay other areas.
  18. How much willpower do you have to dedicate to doing something? (Project)
  19. What is your philosophy of x? Something that aligns all your thoughts.
  20. What are the bottlenecks to your system of x?
  21. Re-interpret what was said in summary and see if client agrees.
  22. Gather feedback on interview at end.
  23. New: what are the patterns in your life regarding x?
  24. Internal
    1. Are they sufficiently motivated?
    2. Is there a project there?
    3. How long will it take?
    4. Is it achievable?
  25. Digging deeper questions:  tell me the difference between these things, what other thoughts do you have, point out obvious ideas and get their feedback on the spot, point out conflicts in thoughts, restate what is said, define words. Don’t judge. Observe. How would people involved with the process react if we were to make a change or do x? What is x? (If don’t know answer: what do you think it is?)

After interview

  1. Re-listen to interview
  2. Synthesize project notes.
  3. Define what client is looking for in terms of problems/desired results.
  4. Create strategy outline
  5. Begin implementing, check with client to get agreement before moving forward

Client instructions

  1. Initial project is poorly optimized. Process eliminates snags.
  2. Write down your experience with the project: feelings, what’s working, what’s not
  3. Project must match brain. We remove dissonance from project.


  1. Batches: bring bunch of clients in batches, whittle down to best ones
  2. Busy first: ideal clients filled first
  3. Audio
    1. Work Macros:
    2. Work Micros:
    3. Boot Disk: run before an activity to start running the right thought patterns. By delegating this preparation to audio, you free your mind to work on the next level of thinking, instead of being stuck at level 1 thinking.  Activities are fractal. There will be more stuff to notice once you move beyond layer 1 thoughts.

Problems and desired results change over time.

Desired Results have to be realistic. They have to be actions, not uncontrollable results.

Practice the 5 minute interview intro and going over an existing project. Go over things clients have done which worked and review some client feedback.

Fallback plan description: stops people from going 100 miles an hour and then jumping down to zero miles an hour. With the fallback plan it is a controlled slow down. If the current stage is too hard, drop down to 80 miles an hour, then 60 miles an hour, then 40, then 20, then zero.

Certain questions cause clients to lean in more for the answer.

If I am frustrated about an answer or feedback I am getting, it is likely because there is something they understand but aren’t telling me. My data is bad. Stop trying to convince the other person and fix your data problem.

If client is stuck on a question, give an authentic and open example from my own life or situation to get them thinking.

Defining words is one of the most powerful tactics. It promotes understanding.

Find behaviors and beliefs which are out of alignment. What does the client believe is required/the optimal solution? And is this in conflict with their beliefs?

What are some things you are most committed to? Then compare the level of willpower you can put toward this project.

Some systems improve my life enormously. However some may only improve my performance by 10%. However this extra 10% may be what makes another project possible. It is the extra edge and the foundation for a second level project. And the second tier project could change my life. The slight improvements are things which change my life over long periods of time.