Attract Phase: Disrupt & Align
– Pattern Interrupt Use bold, nature-inspired visuals (e.g., Crazy Horse’s connection to land) or paradoxes (“Wealth Without Sacrificing Balance”).
– Hook / Big Idea Jim Rohn’s principles (“Your Legacy Starts with Small, Daily Habits”).
Advisors & Tactics
– Sun Si Miao (Healer) Focus on harmony and prevention. Example hook: “5 Daily Habits to Prevent Burnout (Ancient Wisdom Meets Modern Leadership).”
– Crazy Horse (Leader) Disrupt with raw authenticity. Example ad: “Leadership Isn’t About Titles—It’s About Courage. Are You Ready?”
– Jim Rohn (Philanthropist) Frame growth as a service. Example: “Build Wealth So You Can Give Wealth: A Leader’s Guide.”
Intro Text – Are You Centered?
Healer’s Journey – Video Intro Clip Luna Moth Before & After & Map
Assessment – Daily Look in the Mirror?
What are your Top 3 Health Wants/Needs?
What solutions have you tried?
Next Step?
Holistic 1st Aid Playlist
(Link to to Holistic 1st Aid Free App)
Trusted Sources – Higher Power?
Download Trusted Sources Document
Capture Email
Guided Assessment
Top 3 Health Wants vs. Needs?
Suggestions – Wants 123 Needs 123
Landing Page – Summit Outline
Affiliate Links
Webinars Apr 17 9:00 AM PST & 6:00 PM PST – Invite Whole Team & Key Players & Early Adopters
Automation Tools
– Nature-themed video ads (Canva), SEO (AnswerThePublic for “preventative leadership” queries).
Ethical Guardrails (Sun Si Miao)
– Avoid overpromising “quick fixes”; emphasize sustainable, balanced growth.
Engage Phase: Invite with Purpose
– Invitation #1 (Lead Magnet) “The Holistic Leader’s Starter Kit” (Sun Si Miao-inspired wellness checklist).
– Opt-In Page + Invitation #2 Webinar titled “Lead Like Crazy Horse: Courage Over Comfort.”
Advisors & Tactics
– Sun Si Miao Offer lead magnets that blend practical and spiritual growth (e.g., “Balance Your Energy: A Healer’s Guide to Decision-Making”).
– Crazy Horse Use storytelling to evoke tribal unity. Example webinar hook: “How to Build a Tribe That Fights for a Shared Vision.”
– Jim Rohn Add a philanthropy angle: “The 1% Rule: How Small Habits Create Massive Impact.”
Automation Tools
– Landing pages with earthy textures (Unbounce), SMS reminders for webinars (SimpleTexting).
Ethical Guardrails (Crazy Horse)
– Never exploit cultural symbols; ensure messaging honors collective strength, not individualism.
Nurture Phase: Cultivate Resilience
– Webinar Survey Ask, “What’s Your Leadership Legacy? (Choose: Healer, Warrior, or Builder).”
– Email #2 (Reminder) Use Crazy Horse’s resilience stories (“Even in Winter, the Lakota Prepared for Spring—Will You?”).
Advisors & Tactics
– Sun Si Miao Nurture with “prescriptive” emails (e.g., “Your Weekly Energy Audit: 3 Questions to Stay Balanced”).
– Jim Rohn Share case studies of leaders who turned success into philanthropy (“From $0 to $1M—Then Giving 50% Away”).
– Crazy Horse Highlight community testimonials (“How Elena Built a Team That Feels Like Family”).
Automation Tools
– Behavior-triggered emails (Klaviyo), webinar polls (Slido).
Ethical Guardrails (Jim Rohn)
– Prioritize education over persuasion; “Don’t wish it were easier, wish you were better.”
Convert Phase: Honor Sacrifice & Service
– Webinar Invitation #3 Offer a “Legacy Builder” coupon or call.
– Breakthrough Session/VSL Frame purchases as acts of service (Crazy Horse: “Protect Your Vision Like the Lakota Protected Their Land”).
Advisors & Tactics
– Sun Si Miao Tiered offers mirroring healing stages (e.g., $28 “Daily Balance Guide” → $2,800 “Year-Long Transformation”).
– Crazy Horse Limited-time “Warrior’s Pledge” discounts for committed clients.
– Jim Rohn “Value-first” pricing (e.g., “Pay What It’s Worth After 30 Days”).
Automation Tools
– Stripe (flexible payments), scarcity timers (Proof).
Ethical Guardrails (Sun Si Miao)
– Never pressure; let clients feel “ready” to invest, as forced energy blocks flow.
Empower Phase: Sustain Legacy
– Onboard/Support Calls Teach Sun Si Miao’s “Preventative Leadership” rituals.
– Follow-Up Sales Calls Jim Rohn-style legacy coaching (“Don’t just build a career—build a life”).
Advisors & Tactics
– Crazy Horse Create a private community (“The Tribe”) for peer mentorship.
– Jim Rohn Referral rewards tied to philanthropy (e.g., “For every referral, we fund a leadership scholarship”).
– Sun Si Miao Post-purchase surveys focused on holistic satisfaction (“How Balanced Do You Feel?”).
Automation Tools
– Community platforms (Mighty Networks), impact trackers (Givinga).
Ethical Guardrails (All 3)
– Crazy Horse: “A leader eats last.” Prioritize community needs over profit.
– Jim Rohn: “Your legacy is measured by how many leaders you create.”
– Sun Si Miao: “Healing requires patience—don’t rush renewal.”
Sample Automated Revenue Streams
1. Course “The Healer-Warrior Path: Balance & Boldness” ($998).
2. Mastermind “Crazy Horse Legacy Circle” ($15k/year, includes tribal retreats).
3. Philanthropic Membership “The 1% Club” ($98/month – 10% donated to youth leadership).
Council Wisdom
– Sun Si Miao “Automate routines, not relationships.”
– Crazy Horse “A funnel is a campfire—gather people, don’t trap them.”
– Jim Rohn “Revenue is the reward for adding value. Philanthropy is the reward for understanding value.”
Our funnel is a blend of personal growth, collective strength, and generous legacy-building
Jedi Council Funnel
Guided by Sun Si Miao, Crazy Horse & Jim Rohn
🌱 1. Attract Phase: Disrupt & Align
Council Wisdom
Sun Si Miao: “Automate routines, not relationships.”
Crazy Horse: “A funnel is a campfire – gather people, don’t trap them.”
Tactics
- Nature-inspired visuals (Crazy Horse’s connection to land)
- “5 Daily Habits to Prevent Burnout” lead magnet (Sun Si Miao)
- Jim Rohn-style hooks: “Your Legacy Starts with Small Habits”
🔥 2. Engage Phase: Invite with Purpose
Key Tools
Leadpages | ManyChat | SimpleTexting
Sequence Flow
- Lead Magnet: “Holistic Leader’s Starter Kit”
- Webinar: “Lead Like Crazy Horse: Courage Over Comfort”
- SMS reminders with Lakota wisdom metaphors
💎 3. Convert Phase: Honor Sacrifice & Service
Offer Architecture
- Tiered Healing Packages (Sun Si Miao)
- “Warrior’s Pledge” Limited Discounts
- Value-First Pricing (Jim Rohn)
Tech Stack
Stripe | Calendly | Proof
🚀 4. Empower Phase: Sustain Legacy
Post-Purchase Strategy
- “The Tribe” Private Community
- Philanthropic Referral Program
- Balance Check-Ins (Sun Si Miao)
Metrics That Matter
- Energy Balance Score (Sun Si Miao)
- Tribe Engagement Rate (Crazy Horse)
- Scholarships Funded (Jim Rohn)
Council Mandate
“Heal like Sun Si Miao, Lead like Crazy Horse, Build like Jim Rohn”
⚖️ Balance | 🛡️ Courage | 🌱 Growth
This HTML document includes:
1. Responsive design with clean formatting
2. Phase-by-phase breakdown with visual icons
3. Advisor-specific wisdom and quotes
4. Ethical guardrails highlighted
5. Tech stack recommendations
6. Mobile-friendly layout
7. Subtle Jedi-inspired color scheme (blues, greens, and golds)
Holistic Health
Ideal Clients
Doctors
Practitioners
Attendees
Healer’s Journey
Presenters
September 22nd to 27th Presenters (August 26th & 30th Webinars)
Larry Dossey
John Maxwell
Vasant Lad
Wayne Jonas
Tamara Kailany
Joe Dispenza
Sally LaMont
Davia Coutcher
Frank Staggers
Rober G. Allen
David Neagle
Eben Pagan
Russell Brunson
Ben Hopkins
Martin Marks
Jack Austin
Brett London
Fred Wieck
Tony Swan
Jason Martini
Ilya Pavlenko
Chad Kubo
Eric Duewa
Kiya C
Charles Nguyen
Adolfo Meza
Michael Lipson
Cal Simone
Healer, Coach, Speaker
Person has been being, having and doing all these great things and is going to share them with you.
Background
Skills
Journey
Successes
Topics
Health Challenges
This template outlines how the Jedi Council will reach, Entertain, Educate and Excite our Ideal Clients!
1. Pattern Interrupt
Everybody Hurts
Ask Your Doctor
Lord, I Hope This Day Is Good
Unwell
Healing
The Wonderful Soup Stone
Aquarius/Let the Sunshine In
Heart of Gold
What a Difference You Made in My Life
You Decorated My Life
Only to Be
Come & Get Your Love
All I Want is You
A Sky Full of Stars
Beautiful Day
Dead Man’s Blues
Irish Friendship Wish
Hands of Time
Why Things Happen
Time Waits for No One
GhostRiders in the Sky
Red Calveras Clay
Lean on Me
Dedication of Merit
Ultra Violet
One
In the Ghetto
Dream On
Highwayman
Call of the Wild
Blue Sky
Peace of Mind
Let It Be
Amen Omen
Just What I Needed
More Than a Feeling
Higher
One Last Breath
What I Am
Breezin
Flight of Icarus
I Got a Name
Imagine
Dust in the Wind
Stairway to Heaven
One Step Closer to You
Closer to the Heart
Fight the Good Fight
My Maria
Spinning Away
Werewolves of London
Free Fallin
Let Your Love Flow
Roll On Mississippi
Infinity
Good Ole Boys Like Me
Help Pour Out the Rain
Ripple
Home on the Range
Midsummer’s Daydream
With or Without You
Into the Mystic
Om Namah Shivaya
Green Island Serenade
The Butterfly Hug Technique is a self-soothing method used to reduce stress, anxiety, and trauma-related distress. It was developed by Lucina Artigas and Ignacio Jarero, both experts in EMDR (Eye Movement Desensitization and Reprocessing) therapy, as a way to help trauma survivors regulate their emotions.
Perform the Butterfly Hug
Cross Your Arms Place your right hand on your left upper arm and your left hand on your right upper arm, forming an “X” over your chest.
Gently Tap Alternately Begin tapping your arms alternately in a slow, rhythmic motion, like butterfly wings flapping.
Breathe Deeply Take slow, deep breaths, focusing on relaxation and grounding yourself.
Stay Present Observe any emotions or sensations that arise without judgment.
Continue Until Calm Keep tapping until you feel more relaxed and balanced.
Benefits of the Butterfly Hug
– Activates the body’s relaxation response
– Helps regulate emotions during stress or panic
– Aids in trauma processing, especially for PTSD
– Can be used as a grounding technique in difficult moments
(Integrating this technique into a larger healing practice)
2. Hook / Big Idea
Triage
Holistic Healing means healing every dimension of you: physical, emotional, mental, spiritual, energetic, relational, social and economic. Below all of these aspects of Self is an infrastructure – machinery that runs in the background and influences all other systems. Lion Goodman is a Professional Certified Therapeutic Coach and the Founder of the Clear Beliefs Institute. The principle underneath his healing methodology is that beliefs are the core element, the building blocks of the Mind. Healing is a multidimensional process, but if your Belief System (B.S.) is running limiting or negative programs, it’s difficult to make headway toward health functioning. His belief clearing method gets to the root cause of much dis-ease: interfering beliefs about oneself, about others, and about the world. If you change those beliefs your life will change and your body will be able to heal. It’s an inside—> out approach, focusing on the cause at the core of the psyche. In this presentation, Lion will offer a basic understanding of how beliefs function in the psyche, and he will offer a unique process you can use to clear your own beliefs. He will demonstrate the power of the method in a live demonstration with a volunteer from the audience.
Importance of Health
“Health is the greatest gift, contentment the greatest wealth, faithfulness the best relationship.” – Buddha
“Take care of your body. It’s the only place you have to live.” – Jim Rohn
“The first wealth is health.” – Ralph Waldo Emerson
“Health is not valued till sickness comes.” – Thomas Fuller
“To keep the body in good health is a duty… otherwise we shall not be able to keep our mind strong and clear.” – Buddha
“Your health is an investment, not an expense.” – Unknown
“He who has health has hope, and he who has hope has everything.” – Arabian Proverb
“Health is not merely the absence of disease, but a state of complete physical, mental, and social well-being.” – World Health Organization
“The art of healing comes from nature, not from the physician.” – Paracelsus
“Those who do not find time for exercise will have to find time for illness.” – Edward Smith-Stanley
“Your body hears everything your mind says.” – Naomi Judd
“The human body is the best picture of the human soul.” – Ludwig Wittgenstein
“Happiness is nothing more than good health and a bad memory.” – Albert Schweitzer
“Health is the state about which medicine has nothing to say.” – W.H. Auden
“A sad soul can kill you quicker, far quicker, than a germ.” – John Steinbeck
“The foundation of success in life is good health: that is the substratum of fortune.” – P.T. Barnum
“Medical science has proven that the human body can live without food for several weeks, but it cannot survive without hope.” – Physician Unknown
“Let food be thy medicine and medicine be thy food.” – Hippocrates
“Health is a state of complete harmony of the body, mind, and spirit.” – B.K.S. Iyengar
Key Principles
Cialdini’s Pre-Suasion – Expenses like testimonials and copywriting prime trust before the sale.
Rohn’s “Compound Effect” – Investing in coaching/tools compounds returns over time.
Robbins’ “Resource Allocation” – Prioritizing high-leverage expenses (ads, CRM, webinars).
Goldsmith’s “Triggers” – Systems (email, retargeting) keep clients engaged.
Maxwell’s “Leadership” – Authority-building (SEO, video) positions you as the guide.
Character
The Hero of our story is You our Audience: Doctors, Healthcare Professionals, Leaders, Wellness Practitioners and Parents seeking to improve Your Health or the Health of Your Loved Ones.
Have a Problem
You face challenges such as overwhelm, common injuries and illnesses, high medical costs and the need for solutions while waiting for professional care.
- Villain: The complexity and inaccessibility of holistic health solutions
- External Problems: Lack of clear, actionable healthcare knowledge
- Internal Problem: Feeling helpless in critical health situations
- Philosophical Problem: Everyone should have access to effective, holistic healthcare solutions
Meet a Guide
Holistic Health Summit serves as a guide, providing highly qualified experts who distill complex health information for rapid implementation.
We Give You a Plan
Our conference offers a structured plan:
- Attend live and recorded presentations
- Engage in interactive workshops and Q&A sessions
- Receive direct guidance through practitioner sessions
We Call You to Action
Join the conference and take action today.
- Direct CTA: Register for a package.
- Transitional CTA: Join a free introductory session.
Ends in Success
Attendees gain holistic first aid skills, personal transformation, and access to multiple healing disciplines covering a wide range of health concerns.
Helps You Avoid Failure
Without this knowledge, You All may continue to feel overwhelmed, unprepared, and financially burdened by healthcare costs.
Conference Details
Dates: June 2nd to 7th
Packages
- Visitors & Presenters – Barter
- Basics Package – $198
- Healer’s Journey Package – $598
- VIP Package – $2,998
- Premium VIP Package – $4,998
Holistic Health Summit 2025 Basics
5 Days of Health Wisdom: Healing with World-Class Experts
(300 Spots Total)
- Confidential Health Assessment
- 2025 Conference Recordings
- Basic Health Tool Box
- Basic Multi-Media Health Library
$198
2 payments of $108
3 payments of $88
Before May 28th
- Simple & Easy Phone App
- Sample Class
- 2024 Conference Highlights
Live Webinar
- Meet Leading Health and Healing Experts with Decades of Experience
- Get Your Questions Answered
- Find Possible Solutions to Your Health Challenges
Early Bird Special $98 Now
(2 payments of $58)
(3 payments of $48)
Holistic Health Summit 2025 Healer’s journey
3 Days to Transform Your Health: Advanced Healing with World-Class Experts
(300 Spots Total)
- Health Intake with Practitioner Feedback
- 2025 Full Conference Access
- Full 2025 Conference Recordings
- Premium Tool Box
- Full Multi-Media Health Library
$598
(2 payments of $318)
(3 payments of $208)
Before May 28th
- Premium Phone App with Video Tutorials
- Integral Medicine e Book
- Study Guide Companion
- Experienced Panel
- Sample Class
- Full 2024 Conference Recordings
Early Bird Special $498 Now
(2 payments of $268)
(3 payments of $188)
Holistic Health Summit 2025 VIP Experience
2 Days to Transform Your Health: Master Advanced Healing with World-Class Experts
(Application-Only Access | 30 Spots Total)
The Offer
VIP Dates: June 5–7, 2025 (Final 3 Days of the Summit)
VIP Price: $2,998 (or 3 payments of $1,098)
Application Deadline: May 23, 2025 (or when filled)
What VIPs Get
VIP-Only Summit Access (June 5–7, 2025)
3 days of advanced workshops with top-tier holistic health experts (MDs, Natural Medicine Practioners, Energy Healers) focused on root-cause solutions
Priority Q&A Access and Private Networking with Speakers
Pre-Summit “Body-Mind-Emotions Audit” ($1,500 Value)
– 45-minute 1:1 session (pre-June 5) to identify your unique blocks, stress triggers and energy leaks
90-Day “Post-Summit Transformation Blueprint”
– Step-by-step system to implement summit learnings: gut repair, hormone balancing, and energy optimization (includes meal plans, lab checklists, and supplement guides)
VIP-Only Bonuses
Lifetime access to all summit recordings (June 2–7) + exclusive VIP sessions (June 5–7)
Private 90-Day Community Weekly accountability coaching and direct access to experts
Integral Medicine Toolkit 12-week mobility program, 50+ done-for-you protocols, and sleep optimization masterclass
Who This is For
✅ You want Advanced Strategies & Solutions (not just basics) from World Class Holistic Health Experts
✅ You’re ready to invest $3K+ for Fast Mover Advantage (Final 3 days are where biggest breakthroughs happen)
✅ You crave a No-fluff VIP experience, No crowds, No amateur questions
No Sales Calls Apply in 5 Minutes
Step 1 [Apply Here] – Answer 4 short questions (takes 3–5 minutes)
Step 2 We’ll notify you within 24 hours if you’re approved
Step 3 Secure your VIP spot with a Down Payment (First 30 People)
Why an application?
This ensures VIPs are Aligned, Committed & Ready for Deep Work
Fast-Action Bonuses
🔥 First 10 VIPs Approved: Free 60-minute “Deep Dive” session with our lead healers ($1,000 value)
🔥 Apply by May 23, 2025: Early access to the “Pre-Summit Prep Kit” (Blueprints, Vision Boards and Daily Practices)
Guarantee
“Zero Risk” Promise: Attend all VIP sessions, follow the blueprint, and if you don’t see measurable improvements in energy, focus, or vitality by September 7, 2025 (90 days post-summit), we’ll refund you 100% and gift you a 1:1 coaching session
Urgency & Scarcity
Only 30 VIP spots (for personalized attention)
– Applications close May 23, 2025 *or when filled*
– Bonuses disappear as spots fill
Next Step
1 [Apply Now]
2 Spend 5 minutes answering 4 questions
3 If approved, lock in your VIP access instantly
Note: VIPs get recordings for June 2–4 general sessions, but live access is June 5–7 only
This positions the final 3 days as the “golden window” for serious clients, while still giving VIPs lifetime access to all content Adjust bonuses and deadlines to match your speaker commitments!
Audience
Children
Parents
Family
Friends
Families
Elderly
Clients
Mentors
Doctors
Healers
Clergy
Hospitals
Schools
Universities
People in health challenge
Seekers
Associates
Students
Referrals
Generate a photorealistic banner image typical full screen width to show: neutral background, mix of ages, gender and races, sharp contrast between left and right sides, modern clothing, but with some influence of leanardo da vinci, exaggerate the emotions as a real person might show feeling that strongly, BEFORE (the left side) colors bleak & grey a dozen people with health challenges: tired, unwell, and struggling with everyday health challenges overweight, injured, skin issue, sad, afraid, hurt, stressed, weak, worn down or unhealthy, with poor posture, pale or dull skin and anything else commonly experienced as a health challenge AFTER (the right side) vibrant, colorful, heavy purple and sunlight those same people who have improved greatly, successful, mobile, wealthy, slender, beautiful, wise, carefree, powerful, happy, tanned, energetic, kind, transformed
“The greatest Wealth is Health.” – Virgil
Hi Rob here,
Would like to give you and your loved ones a a very valuable and powerful gift, it’s knowing what to do in the 5 minutes that you’re waiting for first responders to arrive
The most valuable part is the first minute known as the Golden Minute, Knowing what to do first is the most important
By the way 5 minutes is the best case scenario, and it often takes more time than that to get to you
Learn what to do while you are anxiously awaiting to see the red lights of the ambulance
Do this first!
3. Invitation #1 giveaway (lead magnet) webinar or video sales letter
Hi there,
Have you ever had a health challenge that keeps reoccurring and you wish you could make it better
Which health challenges do you find most common with you and your loved ones?
We have asked thousands of people this question over the last decades and that is how we came up with holistic 1st aid
It combines the best practices of energy healing, acupressure, natural remedies, homeopathy and allopathic medicine
Does your family have health challenges and you wish you knew how to help them better?
Do you want proven methods that have minimal side effects and are quick and easy to do?
Trusted Sources
4. Opt in return to download giveaway (lead magnet) page with invitation #2 webinar invitation video
Testimonials
Successes!
Video
Kent
Lion
Sonia
Charles
—
Fred
Ting
Davia
Frank
Cynthia
Written
Successes!
“Travis draws liberally on literature, art, psychology, history and cultural anthropology, as well as medicine and health science in Weaving a holistic fabric of helping guidelines.” – Dr. Lawrence G. DrPH, Vice President, Henry J. Kaiser Family Foundation
“Wellness Workbook” offers down-to-earth practical approaches to help us enjoy our lives and our good health. If living is your goal–and it should be–this book is a must have. – Dean E. MD, author of “Life, Liberty and the Pursuit of Healthiness”
“Wellness for Helping Professionals” is a lavish compendium of psychology, good science and good sense. It is also an outpouring of the heart. This means that the reader, in order to take it in, must open his or her heart as well. – Larry D. MD, author of “Space, Time and Medicine”
“Your TED talk on Dying Well brought tears to my eyes. You’re a gem of a human being, Dr. Peterson.” – Craig S. Executive Director, American College of Occupational and Environmental Medicine
“Kent, you are a genius for simplifying the complex, for making understandable the most challenging ideas and metaphors.” – Gilah H. Artist, Filmmaker, Philosopher, and Professor of Art, California State University
“Peterson’s opening presentation at the November Holistic Health Summit was a tour de force of clarity, understanding and audience engagement.” – Leena M. Intuitive Healer and Playwright, Charlottesville, VA
“I wanted to take a moment to express my utmost gratitude for the remarkable work done by Rob, who not only penned my autobiography but also played a pivotal role in shaping my approach to distributing my multi-million dollar inheritance among my loved ones. Recognizing the complexity of managing a substantial inheritance, I turned to Rob for guidance on wisdom & wealth distribution. With his expertise in both spirituality and leadership, he assisted me in creating a model that ensured fair and equitable sharing among my loved ones. I cannot overstate the profound impact that Rob has had on my life. His skill as a writer and his acumen in matters of health and wealth have transformed not only my autobiography but also the way I approach the stewardship of my fortune. He is an extraordinary individual who will exceed your expectations in every way. He proved to be the perfect coach. I am eternally grateful to Rob for his unwavering dedication, professionalism and genuine care. I am simply delighted with the outcomes and cannot recommend Rob highly enough – Rolf I. President, Tech Firm
“The privilege of having sessions with Sonia has been life changing. Her skill as a facilitator who is present &
engaged is transformational. She is gifted in guiding the process of discovery. Sonia has a generosity of spirit; an
insightful nature and I highly recommend her to any woman looking for growth along her life path.” – Dr. Nancy L. ND (Naturopathic Doctor)
“Rob adds tremendous value to my work life and personal life in every conversation. He has the gift of working at 30,000 feet and then easily coming down and helping me at ground level. Few consultants have that skill. He provides an anchor of stability in a sea of chaos. I strongly recommend you engage with Mr. McClintic. He is world class at his craft!” – Jim G. President, Financial Services Firm
“Rob is a very unique and uncommon man of wisdom, with deep insightful perspectives. He brings a very special flavor of spiritual intuition to his work and help his clients see into their own deeper authenticity. We invested time together and Rob guided me towards a leadership principle of fluid co-operation and the name I treasure “Eagle Medicine”. I feel honored to know him and to have him consider me as a friend. I highly recommend Rob as a very special coach with great value. Rob can give you something you could not find anywhere else. His work is singular. Invest as much time with him as you can while you can.” – David F. Founder, Success Training Firm
“Joy is very easy to work with. She is very patient and nice. Even though I am a still a beginner in Chinese Health & Beauty, I have have learned some basics and am grateful to have her in my life.”– Dulcie W. Executive Coach
“Sonia’s tools have been a huge pillar of support and transformation in my life. Through her guidance I was
able to unfold the depth of my depression and broke-through patterns of loneliness. I am currently in a
relationship, and I am inspired by her professionalism and wisdom.” – Jeronimo P. Data Scientist Engineer
“Rob and the Octagon Team helped us create a system to earn in 6 months what we earned in the previous decade! Earning all that the money was great, but getting all our time back what was most valuable.”– Allen B. Director, Energy Engineering Firm
“Joy was wonderful to work with. She was incredibly patient and a great listener. Her knowledge of how to get our team to work together better and the financial understanding combined with it created a great situation for my whole team. I would highly recommend her to assist anyone with issues they are not wanting to look at. Her easy, clear style makes her a valuable asset to anyone wanting their results with safety and comfort.” – Tina Z. Director, Chinese Health Center
“Rob and Bruce have to be some of the greatest and most ethical financial minds of our time. I was so impressed with the depth and breadth of their financial acumen. It is so rare to find someone with their great wealth of experience who are so genuine and down to earth at the same time. I find it amazing with their set of skills that they were still willing to be interim CFO/CEOs and actually be in the trenches when we needed coaching. The team Rob has assembled at Octagon was truly a delight to work with and I will always keep them in my network of financial geniuses.” – Bill G. Chairman, Insurance Company
“I was at a place in my life where I couldn’t see what to do next. After several sessions with Rob, I was able to see what was holding me back and where my issues were that were keeping me stuck. He has an amazing healing presence that allowed me to feel safe and comfortable while we looked at some very uncomfortable issues that were in my way. I recommend setting up a session if you want someone who can help you take a next step today, not matter how tough the issues are.” – Gary F. Owner, Manufacturing Company
“Rob offers very clear coaching and guidance. He helped me look at some issues that I wasn’t able to for many years. I suggest you work with him if you want to create a shift in your life sooner than later.” – Troy K. President, Information Management Group
“Sonia is a gifted, kind, and compassionate facilitator. She has an ability to make everyone feel welcome and their
presence is amplified in her space. A natural leader, Sonia listens with gravity and clear intention that propels
transformation. She sheds light on.” – Lorretta B. – Performance Artist, Teacher and Mentor
“Luis is a gifted designer and his upgrade to our IT system helped save everyone hours of time from the boring, grinding data entry issues we were having before. When he and Rob came and sat with us the first time it was like talking to old friends about computers and code and turned into visions and purpose. They could easily see what we wanted, how to build it and when we could expect it and they were right. It ended up taking days instead of weeks to get our program out to our clients and saved us a lot of time. They were honest, clear, direct and successful. I would use them again when the need arises.” – Tom J. Health Instructor, Fitness Center
“Joy is one of the best translators I’ve worked with and was very open to changes and adjustments along the way. We used her to help out on a number of occasions and were very pleased with her promptness and accuracy of our work which can be very important to our clients as well. She brings an understanding of Chinese culture that helps us understand that market more than just a simple translation of words. If I need any of our information translated into Chinese again or need to better understand how to do business in China, I know who to call.” – Jeff L. Chief Executive Officer, Investment Services
“Rob is an outstanding Coach and Consultant. His vast knowledge of business models and best practices cut directly to the core of any business proposition. Rob’s knowledge and expertise go farther than simple advice or analysis. His ability to determine individual and team strengths cultivated and capitalized on in special operations training bring powerful real world “MUST” standards to his work; his training in emergency and trauma medicine as well as alternative healing modalities show his deep heartfelt and pragmatic caring. Rob is the sort of professional you want in your corner when what you do is your passion and in the critical situations when the chips are down. Rob has the code of a real world, no nonsense, MBA in advanced strategic design; Rob delivers implementation for the most elite strategic insights garnered from war, management, medicine, martial arts and quantum physics. My work with Rob is deeply valued and highly informative for successful and effective projects of varied types from web based to face to face design and delivery.” – Jack A. Founder, Coaching Organization
“Thank You again so much for all your time, help and amazing support. It took me 2 hours to remember what I was doing prior to my call and I walked in the shower with my socks on! That was a rush of energy I felt, VERY powerful. I never have been able to relate” or connect with any spiritual energy work in all these years like I did with you. My spirit is crying for it and I have yet until we all met realized that not many in the “outside world” offer this type of knowledge/work AND from experience of seeing and feeling the raw fragility of life. We all have such a connection as well which I know is why it works so powerful for me. I could write forever … Thank You again Rob … you’re just a brilliant soul! You are a true gift! Looking forward to speaking to you again. That was great work!” – Lauren W. President, Branding Firm
“Joy is one of the most caring health professionals I’ve ever received care from. Her knowledge of Chinese Herbs, Medicine and Culture has helped me get back on my feet again. She is punctual, easy to talk to and always interested in my best options. I have worked with a number of healers over the years and I find her one of the safest people to be on a table with. I also appreciate her Chinese calligraphy and it cheers me up whenever I see my name in the little framed Chinese painting that she crafted above my desk . She is one of the best people I’ve worked with and I can’t wait until she visits us again.” – Polly Y. Minister, Multi-Denominational Ministry
“Rob was into coaching years ago before it was all the rage. I remember him having me read “Feel the Fear and Do It Anyway” and I was always curious what he would become. It is gratifying to see him come into his own as a coach and I’m happy to say I’ve watched the journey. I have also seen the results that year after year of commitment and perseverance have created and I have enjoyed having him work with my family as well and I always know where to go for a meaningful conversation when I’m on the West Coast” – Chris S. Realtor, Real Estate Agency
“Rob is a sharply focused designer, possessing a quick and efficient grasp of what is needed. He developed what is arguably one of the most comprehensive integrative medicine databases around. If you need a healing wisdom, talk to Rob and his team.” – Cal S. Coach and Founder, Men’s Group
“I don’t have a lot of time for new age stuff and I like things to be very practical. I have had the challenge to see how some of the people at Octagon are really into the intuition based solutions they often see while I don’t, but I must admit they are fast and surprisingly accurate. I like things in a normal, simple way and I have found that Rob especially has unique abilities of foresight that can be very useful. I would put him against any of the analysts I work with if you value your time and money.” – Dave S. Accounting Executive, Big 5 Accounting Firm
Enrico
Jim
Ali
Mama
Tom
Kristen
Jerry
5. Email #1 link to download giveaway (lead magnet) page with invitation #2
Health and Wealth are our Most Important Things in Life
If you could have anything you wanted today, what would be your top 3?
What are your Top 3 Health Issues causing you the most pain and suffering now?
What are your Top 3 Wealth Issues causing you the most pain and suffering now?
How can you handle unexpected emergencies that happen with no equipment of any kind?
Use your 5 Fingers on each hand!
Only 10 fingers needed to take care of daily health issues
Daily Flow (Free)
Holistic 1st Aid (Free)
Holistic 1st Aid Visual
Holistic 1st Aid System
Welcome to the Holistic Health Summit
My name is Rob and I’m devoted most of my life to Holistic Health, being raised with heart and lung issues, I learned early on how powerful emergency medicine is
We’re going on an adventure called the Healer’s Journey, exploring how to heal physically mentally emotionally spiritually relationally and financially
I’d like to give you an introduction and an overview to holistic health, introducing my good friend Dr. Kent Peterson
6. Webinar registration survey page get phone number
Holistic Health Summit Schedule
| Time | Monday | Tuesday | Wednesday | Thursday | Friday | Saturday |
|---|---|---|---|---|---|---|
| 10:00 – 11:00 | Overview | Triage | Women’s Health | Legacy | Success | Private Sessions |
| 11:00 – 12:00 | Question & Answer | Question & Answer | Question & Answer | Question & Answer | Question & Answer | Private Sessions |
| 12:00 – 1:00 | Lunch Break | Lunch Break | Lunch Break | Lunch Break | Lunch Break | Private Sessions |
| 1:00 – 2:00 | Transforming Beliefs | Wellness | Chinese Health & Beauty | VIP Panel | Leadership | Private Sessions |
| 2:00 – 3:00 | Question & Answer | Question & Answer | Question & Answer | Question & Answer | Question & Answer | Private Sessions |
7. Email #2 webinar reminder
Holistic Health Assessment
Trusted Sources
8. Webinar with invitation #3 to buy with coupon and or book a call
Holistic Health Webinar
9. Thank you and book call survey page
10. Email #3 call reminder
11. Breakthrough Session or point to Video Enrollment Letter
Proven Results
Enrollment
12. Video Sales Letter
Welcome to the Holistic Health Summit
13. Sales Page
Holistic Health Summit
Holistic Health Summit (Clear Beliefs JV)
PW = View
Frequently Asked Questions
14. Product Pages
Holistic Health Summit Products
Value Comparison
15. Follow Up Call
Catalog
16. Shopping Cart
Holistic Health Summit Premium
Holistic Health Basics
17. On Board / Support Calls
Let’s Take the Journey!
 |
|
Wise Old you
Have it all
Life assessment
Painpoints
Optimized lives
Optimal life system
App masterheart cards sheets books drive
All areas 10
Here to there
Moving from $Millionsto $Billions
Octagon optimization
Workbook journal vision board libraries hot seats
Best you and loved ones
Top tier teams council
Time waits for no one
Agreement
Welcome
Song
Transformational leaders like you optimizing all areas of your life
Dissatisfied feel like you have more
Have it all
Something holding you back
Living full potential
Blue sky system
Optimal lives
Blue sky vision
Portfolio
Testimonials
Source
Jedi stories
Be all you can be
Mystery schools
Unleash fully
Highest vibrations
Full potential
Only four times a year
Tired of excuses
Safe trusted and universal
Check in with your truth
Wise Old you
Have it all
Life assessment
Pain Points
Optimized lives
Optimal life system
App Masterheart cards sheets books drive
All areas 10
Here to there
Octagon optimization
Workbook journal vision board libraries hot seats
Best you and loved ones
Top tier teams council
Time waits for no one
Agreement
Welcome
Song
Transformational leaders like you optimizing all areas of your life
Sean Jerry Enrico Milan Ali florin
Dissatisfied feel like you have more
Have it all
Something holding you back
Living full potential
Blue Sky System
Personal and Professional
Wholeness
Life Wheel
Life Game
All 6 Areas
Physical
Mental
Emotional
Spiritual
Relational
Financial
Daily Improvement
9 Areas
Optimal lives
Blue sky vision
Portfolio
Testimonials
Source
Jedi stories
Be all you can be
Mystery schools
Unleash Fully
Highest vibrations
Full potential
Only four times a year
Tired of excuses
Safe trusted and universal
Check in with your truth
Solutions
Website
Flash Cards
Podcast
Free Videos
Webinar
Community
If you could be safer, healthier, wealthier and wiser with just one set of study guides, would you do it?
Individual Training Program – $298 ($598)
[wp_paypal button=”buynow” button_image=”https://www.octagoncoach.com/wp-content/uploads/2016/07/order.now_.button.png” name=”Learning Cards” amount=”298″ target=”_blank”]
Too Many Masters
The “How” Hole
(How?)
Headlights in the Fog
Chasing Your Tail
Mental Paralysis
(Parasites)
Everything is “Awesome”
Anonymity
Isolation
Start and Stop
Ending with a Whimper
Mission
Future Self Vision
Bird’s Eye View Road Map (Treasure Map)
Constant Wins
Peak Emotional Experiences
Normalizing Challenges
Feedback Loops
Community
Unstoppable (Powerful) Momentum
Mission Accomplished (Celebration)
Next Step:
– Track ROI per expense (e.g., $500 ads → 5 clients = $2,500 revenue).
– Reallocate budgets monthly using Robbins’ “80/20 Rule” (focus on what drives 80% of results).
(Note: Adjust quantities/costs based on our funnel’s stage. Early phases may prioritize ads & copywriting, while scaling phases invest in automation & coaching.)
Holistic Health Summit & Integral Medicine Program – Ideal Client & JV Partner Analysis
World-Class Consultant Framework for Scaling Your Event & Follow-Up Program
To maximize conversions, engagement, and revenue for your Holistic Health Summit (June 2-7) and ongoing Integral Medicine Class, we need to:
Define Your Ideal Client Avatar (ICA) Who they are, their pains, and their questions.
Identify High-Value Joint Venture (JV) Partners Who can promote your offers to their audiences.
Craft Irresistible Offers Based on their biggest problems and desires.
Ideal Client Avatar (ICA)
What are the top 5 issues that we all face everyday?
Survival
Safety
Wealth
Love
Happiness
Biggest Health Problems of Your Ideal Clients
Overwhelmed
Competing Issues
Saturated
Chronic Stress & Burnout Unable to manage work-life balance, leading to exhaustion
No Experience
Paperwor
Incomplete or Ineffective Kit
Lack of Holistic Healthcare Access Frustrated with doctors who don’t address root causes
Greatest Pains
Physical
Top 40
Unexplained Chronic Pain or Illness Conventional medicine hasn’t provided answers
Low Energy & Fatigue Relying on caffeine, sugar, or stimulants to get through the day
Poor Digestion & Gut Health Bloating, IBS, food sensitivities disrupting daily life
Hormonal Imbalances Thyroid issues, adrenal fatigue, menopause/andropause struggles
Weight Management Challenges Can’t lose weight despite diet and exercise efforts
Sleep Disorders Insomnia, restless sleep, or waking up unrefreshed
Acute
Chronic
Emotional
Afraid
Angry
Sad
Guilty
Ashamed
Tired
Emotional Imbalances (Anxiety, Depression, Mood Swings) Feeling stuck in negative cycles
Feeling Dismissed By Mainstream Medicine Told “it’s all in your head” or given pills instead of solutions
Fear of Never Healing Worried they’ll always feel sick/tired
Fear of Aging Poorly Worried about long-term decline
Loneliness in Their Health Journey No supportive community
Guilt Over Self-Neglect Knowing they should take better care but don’t know how
Mental
Doubt
Mental Fog & Lack of Focus Struggling with memory, ADHD-like symptoms, or brain fatigue
Confusion
Confusion Over Conflicting Health Advice Overwhelmed by diets, supplements, and trends
Unclear on Next Step
Chatter
Limiting Beliefs
Blocks
Resistance
Unpleasant Memories
Flashbacks
Spiritual
Missing Out On Life Too exhausted to enjoy hobbies, travel, or family time
Nightmares
Dread
Purposeless
Apathetic
Mistrust
Out of Alignment
Relational
Strained Relationships Due to low energy, mood swings, or pain
Career Suffering Brain fog & fatigue hurting productivity
Arguments
Disagreements
Altercations
Key Relationships
Happiness
Satisfaction
Empathy
Trust
Romance
Financial
Limited Time & Resources
Spent Thousands On Treatments That Didn’t Work Wasted money on quick fixes
Worth
Income
Expenses
Finances
Budget
Profit
Investments
Credit
Accounting
Taxes
Legal
Frequent Questions
Why Do I Still Feel Tired Even Though I Eat Healthy
What’s the Fastest Way to Feel Better & Stay Better
What’s The Root Cause of My Symptoms
How Can I Heal Naturally Without Relying on Medications
Which Supplements or Tests Do I Actually Need
How Do I Balance My Hormones Naturally
What’s The Best Diet for My Unique Body
How Can I Reduce Stress & Improve My Sleep
Is My Gut Health Affecting My Mood/Energy
How Do I Find a Doctor Who Understands Holistic Health
Value
Proof
Examples
Qualifications
Risk
Cost
Commitment
Guarantee
Ideal Joint Venture (JV) Partners
influencers, brands, and practitioners who already serve your ICA and can promote your summit/program:
Functional Medicine Doctors Those who focus on root-cause healing
Holistic Nutritionists & Health Coaches With engaged social followings
Yoga & Meditation Teachers Especially those in trauma-informed or stress-reduction niches
Natural Supplement Companies Brands selling probiotics, adaptogens, or herbal remedies
Chronic Illness Advocates Bloggers/podcasters sharing healing journeys
Alternative Health Clinics Chiropractors, acupuncture centers, or wellness retreats
High-Profile Wellness Podcasters (e.g., The Ultimate Health Podcast, The Doctor’s Farmacy)
Spiritual & Mindset Coaches Who blend psychology with holistic health
Fitness Trainers (Holistic Focus) Pilates, Tai Chi, or functional movement experts
Women’s/Men’s Health Experts Hormone specialists, menopause coaches, etc…
Joint Ventures
Clear Beliefs
True Purpose
Life Is Now
Leadership Pathways
Sounds True
Chopra Institute
Weil Center for Integrative Medicine
Students for Integrative Medicine
UCB Martial Arts
Mankind Project
Tribe of Men
Men’s Division International
Joe Dispenza
Chris Duncan
Lynn Mctaggart
Talki Moore
Doom & Bloom
Sierra School of Survival
Headwaters School
JV Offer Ideas for Them
– Affiliate commissions (20-40% of sales).
– Free tickets for their audience (with upsell to your paid program).
– Guest expert spots in your summit or ongoing class.
High-Converting Offers
Based on their pains & desires, structure your offers with:
Summit Upsell Path
Free Summit Access Lead magnet to collect emails.
Low-Ticket Offer ($198) “Quick Start Guide to Holistic Healing” (PDF + mini-course).
Mid-Ticket Offer ($598) “6-Week Integral Medicine Masterclass” (live + recorded).
High-Ticket Offer ($3,000-$5,000)“Private 1:1 Healing Immersion” (with your experts).
Ongoing Class Structure Ideas
Module 1 Root Cause Diagnosis (Labs, Symptoms, Body Systems).
Module 2 Holistic Nutrition & Gut Healing.
Module 3 Stress, Sleep & Nervous System Repair.
Module 4 Hormone & Detox Balancing.
Module 5 Mind-Body-Spirit Integration.
Next Steps
✅ Finalize ICA & Messaging (Use the pain points above in ads, emails, and sales pages)
✅ Reach Out to JV Partners (Offer them value first—guest spots, affiliate %, or free access)
✅ Create a “Problem-Agitate-Solution” Sales Funnel (Speak directly to their frustrations)
✅ Host a High-Engagement Summit (Q&A, live healing sessions, and community building)
✅ Follow Up with a Seamless Offer (From free content → low-ticket → high-ticket)
Next – email scripts, JV pitch templates, or offer stacking)?
Let’s make this summit a massive success!
🚀
Holistic Health Funnel Expenses
| Expense Item | Unit Cost ($) | Quantity | Total Cost ($) | Strategic Purpose |
|---|---|---|---|---|
| Website & Funnel Expenses (Cialdini: Authority, Commitment) | ||||
| Domain Hosting (Annual) | 20.00 | 1 | 20.00 | Establishes credibility & trust |
| High-Converting Landing Page Tool | 97.00 | 1 | 97.00 | Optimizes for client commitment |
| Email Marketing Software (Monthly) | 29.00 | 12 | 348.00 | Nurtures reciprocity & consistency |
| Content & Authority Building (Maxwell: Leadership, Rohn: Personal Development) | ||||
| Professional Copywriting (Sales Page) | 500.00 | 1 | 500.00 | Persuasive messaging = higher conversions |
| Video Production (Testimonials) | 300.00 | 3 | 900.00 | Social proof = trust acceleration |
| SEO Optimization (Blog Content) | 200.00 | 6 | 1200.00 | Long-term authority & organic reach |
| Ads & Client Acquisition (Robbins: Massive Action, Goldsmith: Triggers) | ||||
| Facebook/Instagram Ad Budget | 500.00 | 1 | 500.00 | Targeted pre-suasion (problem-awareness) |
| Retargeting Ads (Monthly) | 150.00 | 12 | 1800.00 | Consistency + recency effect |
| Coaching & High-Ticket Tools (Rohn: “Your income grows as you do”) | ||||
| CRM System (Client Management) | 47.00 | 12 | 564.00 | Systemizes follow-ups (commitment/consistency) |
| High-End Webinar Software | 99.00 | 1 | 99.00 | Scalable persuasion (scarcity + urgency) |
| Personal Development (Robbins: “Invest in yourself”) | ||||
| Business Coaching (Monthly) | 300.00 | 12 | 3600.00 | ROI multiplier (skills = income ceiling) |
| Miscellaneous (Goldsmith: “What got you here won’t get you there”) | ||||
| Contingency Buffer (10% of Total) | – | – | 1000.00 | Flexibility for opportunity costs |
| TOTAL | 10,628.00 | ROI Focus: Every $1 spent → $5+ in revenue | ||
Domain Hosting $20
Landing Page Tool $97
Email Marketing Software $29 (monthly)
Professional Copywriting $500
Video Production (per video) $300
SEO Optimization (per blog) $200
Facebook/Instagram Ads $500
Retargeting Ads (monthly) $150
CRM System (monthly) $47
Webinar Software $99
Business Coaching (monthly) $300
Base Lauch $1,765.00
Key Insight (Jim Rohn/Tony Robbins Style)
– “Start small, scale fast.” Focus on the highest-leverage unit costs first :
– Copywriting ($500) and video testimonials ($300) = immediate trust boost .
– Facebook Ads ($500) = quickest client acquisition .
– Delay lower-priority items (e.g., SEO, CRM) until revenue stabilizes.