Context:
We have a lot to offer
Common Situations
Stakeholders
Why bother?
John Reese did the first $1M day
Frank Kern’s Team did first $18.3M day
Tony Robbin’s went public for $400M in a day
Russell Brunson did $3M in an hour

Main Issue:
We have _______ challenge

Intent:
We receive _______ value

Desired Outcomes:
Clear Values Purpose Vision Mission Goals Strategy
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 it
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 budget
__ 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 and service
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 __ 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 __ 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 __ to __ licenses
Charge $_______ to _______ per license (discounted from _______)
B round funder $_______ to $_______
Meet with CA president of ______
Create waiting list
First sales of ___+ units
Safety testing
Recruit talent
Organize supporting teams
Create distribution channels
Full funding $__________
___ certification
Materials to produce first round
First production run
Launch celebration
Initial production and shipping
Optimize system

Personal Solutions

Client Interview
What was most valuable?
What worked the best?
What was most interesting?
What was most challenging?
What would you change?
How can it be improved?
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