🧑🏽‍💻 Invest in a good Zoom setup

• 98% of people on Zoom use their MacBook speakers & camera
• Instead, to stand out and make a good first impression, use: Blue Yetti Mic, Logitec StreamCam, and a well-designed backdrop
• You can get everything on Amazon

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📊 Create a well-designed deck

• Our decks have closed millions of dollars of business
• Be specific about what you aim to achieve and how you will do it, by focusing on 3 key things:
• Objectives
• Deliverables
• Case Studies

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🎳 Manage your team with 3 key meetings

• Team Updates, Client Success, Leadership Planning
• These meetings help track the past, control the present and plan for the future

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🏃🏻‍♂️Make meetings actionable

• Create a deck for every meeting that your team fills out before the call
• Take turns reviewing:
• Updates
• Blockers
• Key metrics
• At the end of every call, brainstorm solutions to blockers, recap next steps, and assign each step to 1 person

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✅ Make public to-do lists

• Create a “weekly to-do” channel on Slack
• Every week, everyone must:
• Write their to-do list
• Cross off completed tasks
• Carry over unfinished tasks from the previous week
• This will create transparency and traction

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📍 Organize your business with a Notion Wiki

• Document how to run your business, including:
• Training materials
• Legal documents
• Core processes
• If you died tomorrow, could someone easily step in to run your business? If the answer is no, you don’t have a business

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💰 Hold a monthly finance meeting

• Learn where your money comes in and where it goes out and double down on your most profitable activities
• Review these numbers monthly:
• Gross profits
• Net profits
• Accounts receivable

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🛫 Build a 6-month cash runway

• If you lost all your clients tomorrow, how long could you last?
• Optimize for:
• Peace of mind
• Lasting power
• Resilience
• Learn how to weather your business against a storm

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👥 Tap your network for warm leads

• Before you try selling to strangers, talk to people you know
• Do these 3 things:
• Focus on giving ROI
• Get testimonials
• Get referrals
• This will give you momentum and help you build case studies

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⏳ Send cold emails for 1-hour per day

• Stay consistent and send 1,000 emails per month
• The best cold emails include:
• A personalized first line
• Relevant case study
• Call to action
• Write a few different email templates. Measure what’s working and double down

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🎟 Build in public and grow an audience

• This is the most scalable long-term way of getting leads
• Start here:
• Choose 1 social platform
• Talk about what you do every day
• Share your strategies and case studies

Be patient and stay the course.

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