Reason to Contact You
Why should I care specifically about this?
Times are getting strange and you may want your family prepared to deal with it
We will help your kids have an extra hour of fun every day away from a digital screen
We have lived it already and you can too
We are parents who have been challenged and now our kids are doing great
We learned these solutions the hard way and you don’t have to (you won’t have time)
Headline (Strong benefit driven)
Why should I pay attention to the whole thing?
What is more important than your family’s survival?
Do you feel ready for today’s challenges?
It’s one of the most important issues in your life
What 1 word sums this up?
Flow
What several words sums this up?
Health Wealth Success
Have it All
Double Your (Chances of Survival)(Resiliency)(Survivability)
Be Prepared for Anything(Anywhere)(Anytime)
Full Spectrum Living
Feng Shui
Become Your Best
Preparedness Training
Time is Money, Money is Time
Wilderness Coaching
Optimized Prepper
Full Spectrum Family
Living in Integrity
Living Your Principles
Find Your Next Step
Double Your Effectiveness
Lead More Effectively
A Life Well Lived
Find Your Destiny Partners
Great Leadership
Build an Aligned Community
Holistic Wealth
Face Your Fears

Subheader (Use 3 biggest benefits)
What’s in it for me?
You and Your loved ones lives
What sentence sums this up?
Avoid these 3 mistakes when…(Planning)(Getting ___ Results)(Making a major Life Choice)
Why you need to …
How To:
Get what your loved ones need, anytime and anywhere
Keep your family safe while having more fun
Prepare your family for any emergency
Save your children’s lives
Save your (Children)(Family)(Self)
Make your family:
Resilient
Bulletproof
Strong
Safe in any situation
Ready for anything
Prepared for anything

Introduction
Who are you?
We are…
Background (Working in levels of high confidentiality)
Values (Practicing what works best)
Purpose (Awakening leaders & families to their full potential)
Vision (Ideal Collaborations)
Mission (Help 88 families thrive this year)
Strategy (Whatever it takes)
Results (Prosperity and Abundance, Great Lives)
Build Rapport
Do I like you?
Jokes
“Do you know what we called vegetarian’s on the rez, we called them ex-vegetarian’s”
Humor
If you don’t handle survival, you won’t need to worry about anything else.
Self-effacing
Mistakes
“Hey there”…
“How are you doing today?”…
Free Samples
5 Element Pattern
Did you hear the one about _____
How many ____ does it take to _____
Isn’t ____ great!
Knock, knock….hello anybody there.
I’m so happy that ____

I appreciate ____ about _____
I’m really grateful _____
I respect ____ about you
I am so excited to see you doing _________

I’m curious about _____
I wondered if you had ____
What has your experience with _______ been
Have you tried _____

Would you like any help/support/resources around _____
How is _____ going
I had _____ too, can I show you what I did to make it better
I remember the pain of ____ and am glad I no longer have _____

Where could we benefit each other with _____
How much do you value _____ result
What is it costing you to/not to ______
I see that we can help each other with _________
How about if I offer you ____ in exchange for _____

Destiny Partner

Introducing the new and improved Jedi!

Typically we check on Monday and Friday at 10AM and go over what is working well and improve what isn’t

We share:
Core values
Life purpose
Our visions
What brand we are creating and offering
Who we are meant to serve and how
Delivering the highest value
Finding the biggest win-win opportunities
Noticing leverage points where we can improve
Rinsing and repeating

I’ll see which conference line to use as several have changed lately

I may just call you Monday and give you a new one

For now “Trust the Force”

Ideal Vendor
Hi Cool Person,

How many (makers of your product) does it take to (create funny result)?

Seriously though, the reason I’m emailing you is
I appreciate (this benefit) about (your organization)

I’m curious about (this issue)

Would you like any help/support/resources around (getting more clients)

How about if I offer you (revenue) in exchange for (certain products)

Sincerely,

Me
Octagon Coaching

Ideal Client
Hi Cool Person,

How are you?

It’s been awhile.

I’ve been talking with people who need branding and marketing. We are finding that they benefit most from looking at their purpose first and then find who their ideal clients are. It has helped them solve their biggest issue – finding ideal clients and creating more revenue with less effort.

If you are having this issue, I’d love to have a call with you to explore a solution for your situation. If client enrollment is not an issue for you, I’d still love to hear what you are up to now.

How many (disasters) does it take to (create tragic result)?
A: One

Seriously though, the reason I’m emailing you is
I appreciate (this benefit) about (your organization)

I’m curious about (this issue)

Would you like any help/support/resources around (getting prepared)

How about if I offer you (life insurance) in exchange for (certain payments)

Sincerely,

Me
Octagon Coaching
Questions that show you know where they’re at and understand them (Feel their pain/Push their buttons)
How am I doing?
Ok for normal life, how about big challenges
Where is my pain?
Thinking about losing family members
What do I want?
Family Safety
What do I need?
Piece of mind
Why?
It’s already happening
How do you know I need this?
We all need this
When do I want it by?
Depends on how you look at it
What would I like to have happen here (ideally)?
You give me everything I need and I watch videos when I have time
Do you ever worry about your safety?
After something happens
Do you have enough to get through a month of challenges?
In some areas
Do you wish you could ensure your family’s security?
Of course
Does your family have a backup plan if you have an emergency?
For some things

Story or Analogy (How you discovered the solution)
How will this benefit me?
It will help your family thrive
What is your specialty?
We figured out this solution by…problem we had, pain it caused, tested different things and noticed… have now found the best way is… we have helped… and have proven results of …

Years of struggle, pain and suffering and tried hundreds of different solutions and found many of them effective, but hard to repeat … took it all and organized into an easily repeatable system that’s quick, effective and still comprehensive
It’s not your fault (How you were taught), There is hope or Others Did It and You Can Too
Why bother?
Your family needs it
It’s so important

Show credibility
Why should I trust you?
You can trust us because…
Results
Testimonials
Accomplishments
Experience
Training
Education
Certification
Awards
Licenses
My discovery – Tips, Advantage or Solution (Content you can use today)
Why should I believe you?
Because we have combined tier 1 trainings into a coherent system
How can you benefit me now?
Our proven system can start benefitting you right now
Visit our samples page and learn 5 things you can do today
Picture a color coming up from the earth and one down from the sky … let them blend and then hold a ball around you that color … let it soak into your marrow
Press on LI4 and watch your headache diminish
Write down your core values (priorities)
Write down the big 4 and discover your life purpose
Imagine you are 99 years old and are getting ready to take your last breath, what lessons would you share if you could with all that experience … now write it down
Write down your favorite 5 people
Pick the top 3 things you want personally then the 3 professionally
Proof
Do you know what you are talking about?
Experience
Top of my class
Mentors
Extensive library of best info
Videos
Social Media
Ask our children…
What it is and what’s in it?
What exactly is the service / product?

Fire 火 – Cheer Laugh
Metal 金 – Gratitude Appreciation
Water 水 – Curious Issue
Earth 土 – Help Service
Wood 木 – Mutual Benefit Start

Ground & Protect

火 Hi _!
How are you (doing)?
How’s your family?
How’s work?
(Listen)

金
I’m grateful for ___
I appreciate ___ about (you)(this)
How about you?
(Listen)

“I improve leader’s lives.”
“I help leaders optimize their lives, personally and professionally.”
“I help leaders awaken to their full potential and become whole.”
“I help leaders get results faster.”
My background is in holistic medicine and leadership.
I also have a lot of experience with branding, marketing and systems.

水
Please tell me a little about your current situation.
Where are you at now?
What do you want most?
Why?
What’s holding you back?
What’s in the way of you having it all?
What area of your life do want to improve most?
What are your greatest needs?
Who are your ideal clients?

Towards
What are you creating?
Wants (Now) (What are you looking for next? Why?)
What are you wanting to achieve?
Aspirations (Future) As of today, how far are you to reaching that goal?
What solutions are you looking for?
What sort of a turnaround do you need?
Who typically makes more – an individual or a team player?

Away From
What problem are you trying to solve?
What would you like to be different now?
Where is your largest pain?
How much more self-punishment will get the results?
Fears What are you afraid of?
Frustrations Where are you missing opportunities?
What’s the #1 thing preventing you from reaching your full potential?
What is it costing you?
Let’s find your Cost of Inaction
Is it worth it? (Main question)

What would a top performer in all of these areas earn?
What would these skills offer you?
How could that best be used?

Let’s start there!
(Listen)
1 More time (Most of us want that, feel overwhelmed and are creating it by avoiding our life purpose)
2 Better health
3 More money/credit
4 More happiness/fun
5 Better relationship
6 Better career
7 Better knowledge of ____
8 More clarity
9 More meaning

(Even if we only do half of that,)
What would that do for you?
Trust
Confidence
Results

What would that be like?
Happiness
Health
Wealth
————–
What questions should we ask?
What do you value most?
How about you?
How would you like to spend your days doing things you love so much that you lose track of time?
How would you like to be financially free and have as much money as you want to do with whatever you like?

(Briefly) describe your optimal life (full potential)?
Health
Wealth
Image
Family
Friends
Career
Education
Hobbies
Travel
土
Why would we work together?
(I only work with people who care, you seem to care)
Because you want better and faster results than you are currently getting!
Your: dreams, family, organization, community and future
(In a nutshell) I improve people’s lives
I help you get from where you are to where you want and need to be as quickly and easily as possible

My intention here is to help you solve your largest problem and find your biggest opportunity (get you more happiness, clarity, time and money) by becoming one of your trusted advisors. As I understand, you have a goal of (dream) and _$.

I help successful coaches, change agents and high-performers who are doing well financially, yet who are exhausted from working all the time and wish they had more time doing what they love and getting to be with their loved ones more. They feel that they are not totally clear on their purpose and would like to feel more enthusiastic and inspired. We then create that together so that they get to spend more time doing what they love most and be with their loved ones more while maintaining profitability.

I spent 40 years practicing being the best, learning from the best and specializing in the most important things in life. The #1 most common factor in people’s success I found was that they had a clear and compelling purpose. (Survival, purpose, success, leadership, health and healing, resilience, medicine, wealth, basics, family protection, always being prepared, learning, networking, enrollment, systems, planning, strategy, mentors, happiness, diet, exercise, peak performance, training, motivation and effectiveness.)
I have been designed to help with this and trained my whole life for it. My purpose is to help you become whole. I help leaders like you awaken to your full potential. I believe we could work well together and my suggestion would be to start with your core values.

(by helping them reveal their inner truth)
“Benefits”
I help great people get better!
I help you:
become your best. (who you want to be)
create more time to do what you love most.
heal what’s in your way.
get your results 2x to 3x faster than you are currently
I consistently generate 10x to 200x return on your investment in time and money.
(by helping you remember who you are, why you are here and what you need be, have and do.)

I help leaders(high performers)(extraordinary people) like you remember who you are, why you are here and what you are meant to be, have and do. (with love) (so that you can be of highest service)

• Become clear on your purpose
• Find your glimpse of genius and grow it
• Find where you are extraordinary
• Turn your vision into a strategy, mindset, skillset and energy
• Know what you have to be, have and do to carry it out
• Learn who you are
• Create something unique and special for you
• Shift who you’re being so you can do it
• Step past your fear and into your dreams
• Become more fun, interesting and resourceful
• Find a way to take that next step
• Get your results in the shortest time possible
• Have a growing appreciation for life
• Heal your largest pain
• Realize how precious your time is
• Have more free time doing what you love most
• Have more time with loved ones
• Understand your higher self, spiritual nature
• Always have love
• Create what is most important to be happy
• Have more confidence
• Have more enjoyment in your life
• Have a sense of well being
• Have your fears diminish
• Feel more comfortable around your family
• Have more inspired and happier clients
• Take your next step in fulfilling your purpose
• Discover and step into your Zone of Genius
• Be able to test your beliefs (Wanna bet on it?)
• Find these all these results happening faster and better

What do you love most?
What do you feel would serve you most right now?

What do you want to commit to in order to have it?
(Listen)

***Where are you going to stop?
木
When do you want it?
What are you willing to be, have and do for it?
(What do you need most?)
“Great, you’d be surprised at how many of my best clients started the conversation the same way!”
If we work together, what would you see getting out of it?
It’s all about this minute
Time is your most precious resource
24 hours in a day 16 already taken typically (8 optional) for next 100 years-your age
(40 year old has about 20 years left)(50 year old has about 16 years left)(60 year old has about 13 years left)
Where do you have momentum already (It solves 80% of problems)
(Listen)
Great, let’s take a look at a first step!

You are:
1
2
3

You are dealing with:
1
2
3

Ok, you comfortable with this? Is this making sense so far?

The symptoms you’re experiencing are (in your words):
1
2
3

What’s really going on may be: (Subtle)
1 Need to implement faster
2 Need to share more
3 Need to ask for help faster
4 Need better team
5 Need better strategy

What’s causing this to persist may be: (Face to Face)
1 Not clear on purpose
2 Fears/Doubts
3 Limiting Beliefs
4 Anger/Resentment
5 Grief/Shame

As an intuitive, I see what’s going on under there that you won’t admit to anyone, even yourself
(Pause)
I’m the perfect guy to help you deal with this
(Pause)
It’s going to require you to deal with and face things that you don’t even want to admit are there
(Pause)
This will be the greatest adventure of your life! (and the hardest thing you’ve ever done)
(Pause)
On the other side of it is freedom, purpose and everything you’ve ever wanted
(Pause)
If you’re ready say the word

Assessment
Core values (favorites)
* Priorities to start with

What problem are you wanting to solve today? (If we could solve one problem for you permanently, what would it be?)
What specific result would you like most now?
Clear on purpose
Connected to your trusted source
See the next step
Heal your ___ suffering
Work _ days a week and have all the resources needed
(Would you like it in a day or in a year?)
What is it costing you not to improve it? Time Money Fulfillment Stress Health Satisfaction
Which are the priorities?

Cost/Benefit or Risk/Reward
“You either pay the price of discipline or the price of regret. Discipline weighs ounces…regret weighs tons!”
How much is it worth to you? $3k to $80k

Standard
Core Value is $10k to $20k
How much is this costing you not having this solved? $150k over 3 years

Option 1
Make an extra $20k this year, Save $10k
$3k
1 call per week

Option 2
Make an extra $80k this year, Save $50k
$28k (Half now)
2 calls per week
1 live meeting

Option 3
Make an extra $300k this year, Save $200k
$75k (Half now)
As many calls as needed
As many meetings as needed

Would you like to move forward?

Agreement
I help you get this.
You agree to:
1 Commit to having this by ___
2 Be open to coaching
3 Pay $___ as a depost
4 Show up fully
5 Pay $___ each month for __ months

Name
Address
Cash/Check/Paypal/Credit card with pin
Signature

Why?
Why you need to read this

What?
Tell you my story and tell you about your benefits

How?
Tell you exactly what to expect and how to order it

What if?
Get you to take action

Values (priority now)

Life Purpose (quick/thorough)
* Why it’s important
Love/Best/Called/Avoiding
Essence/Blessing/Mission/Message

Vision (quest)
* See where you’re going

Missions (priorities)
* What you want most

Goals (brainstorm 100 to top 3)(80 you 20 me)
* All that you want by when

Strategy (prosperity scrabble/divining)
* How

Coaching Mastermind (weekly/monthly call)
* Get the best map, tools and mentors

Yearly Gathering (5 VIP days in Tahoe/Shasta/Redwoods/Forest)
* Put it in place

Platform (videos, innovation)
* Sustains you, gives you joy, fulfillment and freedom

8 People a year

Overcoming Terror
Power to change your minds operating system

Focus on your true purpose

Where do these negative images and feelings come from?
Where did the failure start and what were the original fears?
My paradigm knows my hot butttons – Say “So What” and POOF it’s gone
Why fear what is inevitable?

• What’s your big vision?
• What’s your financial goal?
• What is it that you truly desire?
• What’s the reason behind your big vision?
• What is your financial goal tied to? (house, car, vacation, etc?)

• What do you think is keeping you from that big vision?
• What is the obstacle you’re experiencing in hitting your financial goal?
• What is stopping you or slowing you down from having what you truly desire?
(If they don’t know)
• If you were to GUESS what your obstacle is?
(Tough for some people and this awareness is one of the biggest gifts you can give them. Ask additional leading questions to “dig” a little to find the TRUE obstacle. Someone who says their obstacle is not enough clients will find out that their true obstacle is their fear of asking for a sale. They have prospects, but can’t engage them.)

• What will happen if you don’t face this challenge?
• Where will you be 3-6 months from now if it isn’t addressed?
• What does that mean to you?
• How does that feel to you?

• Are you willing to do what it takes to change and overcome this situation?
Once they commit, you can confidently offer your product or service because you know what they want, why they want it, why they aren’t getting it, and what their pain is around not getting it.

• Based on what you’re telling me your obstacle is ___, if you learn how to ___, would you agree that you could overcome that obstacle and create what it is you want?
(The service/program you’re offering must truly help them accomplish the ___.)

Great! Let me take down your details so we can get you started then!
• How would you like to pay for your results? I take Check, Money Order, PayPal, (Visa, Mastercard, Discover or American Express).

_ I would like you to take responsibility for your life

——

What questions should we ask?
What do you value most?
How about you?

“What will I choose to believe and visualize?”

What do you really want?
Where are you now?
What is a next step?

 What’s your intention here?
 Where is the greatest pull?
 Where do you feel resonance/trust?
 What’s the fear?
 Where is there positive movement?
 Where are you clear?
 What is your current plan?
 What systems are in place?
 How are you accountable?
 What’s in the way?
 What is it costing you not to improve it? Time Money Happiness Stress Health
 What’s the next step?
Are you open to change in your organization to get these results?
Are you personally willing to make any changes?
If half the numbers converted at 3%, what would that generate?
Success – ability to reach your goals in life, whatever they may be.
Happiness – liking those goals

What to focus on?
What does this mean?
What to do?

This technique is designed for solving a problem more quickly when classic methods are too slow, or for finding an approximate solution when classic methods fail to find any exact solution. This is achieved by trading optimality, completeness, accuracy, or precision for speed. It can be considered the best shortcut.

Double your income and free time in less than 3 years
“Outside Coach” Sees (what you can’t) objectively!
Intro Session $280
Are you leaving (opportunities) money on the table?
How much?
Why?

Coaching is Helping other people discover for themselves solutions that are in their best interest

Life or spiritual coaching – Exploratory or reflective coaching (being present)

Directive coaching – Mix of training and mentoring

Training
Transferring a skill set and helping them master it

Coaching
Helping and facilitating them discover the skill set that already exists

Create a safe space
The first level is to hear people
A higher level is to have them feel understood
Create a system to optimize their resources

Coaching is teaching how to play and win a bigger and better game

To transfer, carry, transport

Vision
Inspiration
Mentor
Enable

Development
Relationships
Direction
Accountability
Results

80% of the time people know where they need help

1 Values
2 Quick Purpose
3 100 year old you
4 Life budget
5 Gap
6 Transformation
7 Plan
8 Strategy
9 Commitment
——

Context:
We have a lot to offer
Demand exists already
Working prototypes
Many interested
Highly effective for many issues
We both value high integrity
We are repairing a relationship

Main Issue:
We need ____________

Intent:
We receive _____________

Desired Outcomes:
Clear Values Purpose Vision Mission Goals Strategy
Better investor fit
More aligned work team
$____ by year end
Have greater impact
Find mentors

Action Plan:
Create your Values to Strategy Outline
Set up some interviews with people already doing what you want to be doing
Get coaching from our trusted network
Optimize System

Challenges:
Optimized structure
Limited time and budget to create changes
Unsure of purpose, vision and missions
Already have a lot on our plates
Ethical, business, legal, privacy issues
Other devices

Resources:
Best practices
Coaching
Consulting
Research
Case Studies/Examples
Mentors
Solution database
Useful media – Top 10 Books, Diagrams, Audio and Video
Collaborative Operating System
Tribal Leadership (Great Book)
___ years of our combined wisdom and experience

Next Steps:
Change anything in this template to improve it
Learn optimal leadership
Hybrid Position – Health, Leadership, Coaching, Native, Intuitive
Issues of Power and Influence
Showing Up
$_______ for a prototype and a template
__ kits with Top 20 items $__k

Here
__ on Team
Confidentiality
Uncertainty
Many are cautious
Need $__k startup

There
Best Practices (long list)
More stable
Clearer position, roles and future
__ on Team
Health Research
Regular, Dependable
Interesting
Innovating
Teach doctors how to use
Produces $__k in kits and trainings

Gap
Create presentation
Funding
Proven trials
Lots of supporters
Show value
Interview clients/users
Create abundance
Harvest
(Hire/train another __)
ROI __x to __x
Networking
Finding out about 1s

This Week
Clear, Confident and Happier Now
Developing Contacts
Testing Assumptions
Goal & Strategy
Refine

We offer:
Unique product
Substantial healing for many thousands of people starting with us
Best protocols so far
Game changing technology
Chance to get in at ground floor
A collaboration of great people with a depth of experience
A chance for distribution rights
A $__k product on sale for $___ now and $___ if purchased in volume of more than 10 units
Several hundred success stories
Training on how to get the most healing now

We need:
Weekly meetings
Draft an MoU (Past Present Future)
Vision
Clarity
Set up bidirectional IP protection
Patent pending
3rd party verification
Give 3 more investor presentations over webinar
Core team
Set up interim roles and business plan
One sheet summaries (investor and practitioner)
Strategy
Schedule __ live events
Upgrade existing units
Updated business plan
Agreements in place
Seed round $_______ (20% commission to cover next three months)
Build __ more units
Liability agreements
Distribute __ to reputable doctors
Organize core team
Put insurance in place -$______
Organize validation findings
Branding
Marketing literature
Build web site with investor section
Purchase orders (____+ ideally)
Get deposits on ___ units for $_____
Build ____ more units
Funder sets up monthly funding
Set up a licensing agreement for 2 to 3 licenses
Charge $_______ to _______ per license (discounted from _______)
B round funder $_______ to $_______
Meet with CA president of AMA
Create waiting list
First sales of ___+ units
Safety testing
Recruit talent
Organize supporting teams
Create distribution channels
Full funding $__________
EMT certification
Materials to produce first round
First production run
Launch celebration
Initial production and shipping
Optimize system

Them We Us
Valuation $0 $500k $8M
Base $0 $10,000 $100,000
Bonus $50,000 $10,000 $40,000
Equity 1% of net 51% of gross 58% of gross
Start June Now Now
Time 60 hours a week 40 hours a week 30 hours a week
Benefits ? medical/dental medical/dental
Vacation 2 weeks unpaid 2 weeks unpaid/2 weeks paid 4 weeks paid
Expectations Top 10 Solutions VP CEO
Deliverables Sell $1M Sell $500k Strategic Plan
Risk Expense Unsure Burnout
Location Oakland Oakland, Berkeley, China Oakland, Berkeley, China
Issue Need Gap Delay, Payment