Productized Mentor Onboarding

Please review next steps below, and book our kick-off call.

Getting Started

With all new members, we always start the relationship with a 90-min “kick-off” call.

This allows me to audit where you are now and dive deeper into your business to see what needs to be fixed, create alignment with your biggest goals, and learn how I can best bring you the most value in our coming months while working together.

We will also define the gap, and work to uncover the true obstacles holding you back right now.

1: Book Kick-Off Call

2: Call Preperation

  • Goals.
    An outline of your goals for the business for the next 12 months. Break into next 90 days + 1-year stretch goals from today.

  • Financial Overview.
    I don’t expect a full P&L but the more financial information you can bring the better to get a snapshot of where you’re currently in relation to your goals.

  • KPIs
    Breakout these KPIs as well: New sales per month, Gross Margin %, CAC, LTV, and Churn rate.

  • Wins.
    What is going well in your business right now that excites you? (wins)

  • Struggles.
    What areas are not going well that you need the most help? (struggles)

This call will allow us to discover the lowest hanging fruit and highest leverage action items to focus on during our first 90-day sprint.

**Note: All of our conversations and information shared is 100% confidential and private always. The call will be recorded for your records + reference after.

3: Communication

After our kick-off call, all our communication will take place within our private thread inside my community dashboard.

This helps not only create a central hub, but also an encrypted, safe, and searchable place for all our conversations.

If you have a business partner we can all communicate in one group thread easily.

The goal is to leverage this private thread to post messages, share updates, and ask for feedback as you build.

Ensure you try and post one question per thread as this helps keep things organized, searchable and allows me to provide more concise feedback.

4: How it works

You will have the ability to message me anytime, and as much as you want. There is literally no limit here.

For this to work as effectively, and as efficiently as possible all my answers, and responses will be batched to every Monday & Thursday. For example, if you send me messages on Tuesday regarding something you need help with I would respond back to you on that upcoming Thursday, etc.

With that said, you may need more help at certain points of the week or month than others. I’m here to help as you need so it is completely ok (and common) for time to pass where you may not need any specific help that week.

The beauty of this setup is I’m here as questions arise when you need it most. As well, it gives me space and time to respond with intention and quality. As well, gives you space and time to process and ask the best questions possible.

Think of me as a “Mentor in your pocket”.

I will also occasionally follow up with you each Thursday to check-in if there has been any lag in our messages together. This helps keep a pulse in case things get busy on your end.

5: Tracking & Reporting

During our kick-off call, we will establish our baseline starting point in relation to where you want to go. Moving forward during the first week of each month, I will request an update on the previous month's core KPI’s, and financial numbers so we are able to properly track your progress over time.

This helps capture wins, bring concerns to light, and add additional accountability as you work to make your service business into that much more of an asset.

6: My Role

As an outside mentor/advisor my number one goal is to help you build a more valuable and sellable service business asset. As well, I want to uncover and help you see the unseen while asking better questions.

To get the most out of this mentorship I need you to share updates, problems, concerns and wins as often as possible. My most successful members hit that compose "message" a lot.

In some cases, we may have a focused outcome we are optimizing for and I’m helping with. Other times I may be giving advice on issues that will undoubtedly arise on the journey.

With that said please be conscious of our time together. Avoid sending any messages that a help/support desk could answer and always try to accompany any and all questions with at least one answer of your own.

This helps us make progress even faster and gets your “thinking time” muscles ready to dive into solving the focused problems on deck.