#1 Limitations: growth, learning

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 + ( Oct 5 – current)

  • Began project with my brother who is a currency trader
  • Created initial interview process and conducted first interview
  • Created an audio structure for clients
  • Began 2nd project
  • Interviewed second client

Mental Game

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


Fallback Plan


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



  1. Design reusable processes
  2. When unsure what to do, focus on existing assets.
  3. Combine projects. Keep max number at 5. Combine and simplify.
  4. Research for client MBTI: similar people, autobiographies, 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. 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. What problems do you anticipate with the project? Why?
  12. What are you going to do to motivate yourself?
  13. How will we define success? How will we know if we are successful?
  14. What is your goal with this?
  15. What are the benefits to this job/business/project?
  16. What do you exaggerate in their life? Something I overemphasize and I downplay other areas.
  17. How much willpower do you have to dedicate to doing something? (Project)
  18. What is your philosophy of x? Something that aligns all your thoughts.
  19. What are the bottlenecks to your system of x?
  20. Re-interpret what was said in summary and see if client agrees.
  21. Gather feedback on interview at end.
  22. New: what are the patterns in your life regarding x?
  1. Internal
    1. Are they sufficiently motivated?
    2. Is there a project there?
    3. How long will it take?
    4. Is it achievable?
  2. 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. Example: structure.
  4. Create strategy
  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. Audio
    1. Boot Disk: you run this before an activity takes place to get your head 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.

Projects have to be altered sometimes, in terms of problems, assets, and desired results.

The Desired Results have to be realistic for a next step. They have to be within the realm of activity, not unpredictable results.

Practice the 5 minute intro in the interview, going over existing project. Go over a couple things clients have done which have 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.

There are certain questions i ask which cause people to lean in more for the answer. It causes them to be open to an 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 can’t answer a question, I can give an example from my own life or situation to get them thinking. Be vulnerable.

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

Try to find areas which are out of alignment. Behaviour beliefs.What they believe is the optimal solution. What they believe is required.

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