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Listen "Powerful Way to Use Your Intuition to Change Money Thermostat"
Episode Synopsis
Welcome back to our Case Study Series. In this episode, I am talking with Jan Roos. Jan does lead generation for law firms, and he has troubles to push the limit of making $15k/month.
Problems and challenges How he combined WWIT with his GTD weekly review The secret weapon.org and Evernote
Cue off a bad biz mood to TLC Wants to TLC during morning routine to proactively head off bad biz moods
Cord cutting with energy vampire - fewer vampires in my life and obsess about them less too Helps me get back to sleep
Helps me get over bad sales and make better sales calls afterward.
Background and fears Jan does lead gen for law firms, good start, client churn due to my negligence,
Income ceiling $15k/mo (topline) Channels shut down, banned from LinkedIn, a limited geo area,
Went below my min $5k - would have to leave NYC and drop my lease Too much 80/20 so didn’t work enough with clients or doing marketing/sales
Ignored issues with my account management team
Found a great vein of traffic
Now moved from 4 sales calls to 25/week
But what if I screw it up again? Avoidances/resistance to being in the biz at all
Money Thermostat Min Necessary expenses
Pay myself first -
Clarity of exact needs Paying off debt
Unexpected repairs
Tax bills - estimated tax per month
WWIT to have a clear spreadsheet of all my expenses? Avoiding my financial reality
Youngest Age Pattern Recycler Chest tight, heart contracted, feeling like at edge of cliff, anxiety
6 y.o. with mean substitute teacher, I was going to be trouble
Raising your self-worth 7/10 WWIT to get it to an 8?
WWIT to get it to a 9?
WWIT to get it to a 10? Who are role models for this? Richard 80/20
Tim Ferris
Richard
Peter Thief
Not deserve to be location independent
Comfortable working hard
Money Thermostat Max $20k Ok
Not inspiring
IDK how make a difference
Apathy mist, cut cords
$30k A hint of a flinching, weight in chest, maybe too good to be truth trap, excitement that has gotten you burnt
Youngest age 14 with
Percentage
Ideal $50k Feel a door is shut
Disconnected from me
IDK the path to get there
Brilliant orange Line gets to 40k then becomes grey
Fear that my biz will become Too complex and cumbersome
Would have to move beyond flat hierarchy (where I control all)
Not comfort employing or hiring an A-grade manager
Need a good sales process without me bottlenecking it
Need a scalable marketing process
Need sales and marketing system and staff that is way bigger than your churn
Need a system and people to reduce churn Need a better client filtering system
Keep set up fees
Better contract
WWIT to have all these systems and great staff in place?
$100k/mo Feels easier than $50k!
Lack of my bandwidth, fear it would be my whole life
Wear the owner hat
Tools in this episode WWIT
TLC
Youngest Age Pattern Recycler
Percentage of a Pattern remaining
Problems and challenges How he combined WWIT with his GTD weekly review The secret weapon.org and Evernote
Cue off a bad biz mood to TLC Wants to TLC during morning routine to proactively head off bad biz moods
Cord cutting with energy vampire - fewer vampires in my life and obsess about them less too Helps me get back to sleep
Helps me get over bad sales and make better sales calls afterward.
Background and fears Jan does lead gen for law firms, good start, client churn due to my negligence,
Income ceiling $15k/mo (topline) Channels shut down, banned from LinkedIn, a limited geo area,
Went below my min $5k - would have to leave NYC and drop my lease Too much 80/20 so didn’t work enough with clients or doing marketing/sales
Ignored issues with my account management team
Found a great vein of traffic
Now moved from 4 sales calls to 25/week
But what if I screw it up again? Avoidances/resistance to being in the biz at all
Money Thermostat Min Necessary expenses
Pay myself first -
Clarity of exact needs Paying off debt
Unexpected repairs
Tax bills - estimated tax per month
WWIT to have a clear spreadsheet of all my expenses? Avoiding my financial reality
Youngest Age Pattern Recycler Chest tight, heart contracted, feeling like at edge of cliff, anxiety
6 y.o. with mean substitute teacher, I was going to be trouble
Raising your self-worth 7/10 WWIT to get it to an 8?
WWIT to get it to a 9?
WWIT to get it to a 10? Who are role models for this? Richard 80/20
Tim Ferris
Richard
Peter Thief
Not deserve to be location independent
Comfortable working hard
Money Thermostat Max $20k Ok
Not inspiring
IDK how make a difference
Apathy mist, cut cords
$30k A hint of a flinching, weight in chest, maybe too good to be truth trap, excitement that has gotten you burnt
Youngest age 14 with
Percentage
Ideal $50k Feel a door is shut
Disconnected from me
IDK the path to get there
Brilliant orange Line gets to 40k then becomes grey
Fear that my biz will become Too complex and cumbersome
Would have to move beyond flat hierarchy (where I control all)
Not comfort employing or hiring an A-grade manager
Need a good sales process without me bottlenecking it
Need a scalable marketing process
Need sales and marketing system and staff that is way bigger than your churn
Need a system and people to reduce churn Need a better client filtering system
Keep set up fees
Better contract
WWIT to have all these systems and great staff in place?
$100k/mo Feels easier than $50k!
Lack of my bandwidth, fear it would be my whole life
Wear the owner hat
Tools in this episode WWIT
TLC
Youngest Age Pattern Recycler
Percentage of a Pattern remaining
In God we trust