[ARA] 2022-01-13 Project Call

Recording

Notes

20220113 Th 10:30 ARA Project Call

  • Celebrations
    • Slept well.
    • Had a productive day.
    • Lay on the beach and swam in the water.
    • Read.
    • Ate delicious food.
    • Getting to speak to JB today.
    • Am alive and healthy!
  • Clients
    • Mia Haddad: I have proposed a call with Lisa directly, and have clarified strategic objectives for that call.
      • Naming and engaging the obsession with Michigan and expectation to attend
      • Generate opportunities for psychology
        • Research
        • Volunteering
      • Approach
        • CARD interviews
        • Game of Numbers
      • Michigan has become an excuse and a distraction – structured procrastination to evade the core issues
    • Lilly Robbins: we are scheduled to meet this evening to discuss the previous semester and plan for the next.
    • Tabi Mechner (Tabi has changer her name from Tobi, fyi). On track on all fronts.
  • Marketing
    • Frameworked Andrew Cooper Interview (to inform future interviews)
      • Make sure call is on my terms: on my conference line.
      • Call plan:
        • Introduction, short hellos etc.
        • “Thank you for your time today.”
        • “I had sent you a link to my offer. Did you have time to review it?”
          • If confirmation received, proceed.
          • If not: have draft email ready with link to send, and send it. Wait for them to receive, and review.
          • If they are not at a computer and can’t look at their screens, then briefly describe the offer:
            • The focus of my work is teenage girls and women who are in distress. This distress causes them to withdraw from family, academic, or social life.
            • With my help, mothers rescue their daughters in distress, interrupting the negative spiral, and help them secure their futures.
            • In order to determine whether my services align with a family’s needs, I ask families if they’ve noticed certain changes in their teen daughter. For example: [read 3 of these]
              • She used to confide in you. Now she shuns you.
              • She used to sing and dance around the house. Now she snarls, scowls, and snaps at you.
              • She used to engage in real-world activities, from art and baking to music and sports. Now she locks herself in her room with her screens.
              • She used to enjoy school. Now school is dumb, you are dumb, she is dumb, her old friends are dumb, she is bored, and she doesn’t care.
              • She used to be a positive influence in the family. Now she is poisoning the atmosphere for everyone.
            • The issue is that waiting for this to clear up on its own may lead to another level of suffering including things like:
              • Falling under the influence of bad actors who lead her in destructive directions.
              • Abuse – of herself and others.
              • Developing harmful addictions
              • An unhappiness and distress that lasts a long time, that may become something you have to deal with in the long long term.
            • With my guidance, mothers of teens in distress can rescue their daughters, restore their mojos, and secure their futures – without triggering their resistance.
          • “One of the main objectives for our call is I’d love to get your free associated reactions on that. What comes to mind and what are your responses to it? “
          • Scribing
          • Laddering
          • Checking
            • “In terms of the problem described in my offer, do you see that as being prevalent in your community (clients, etc.?)”
              • Could make this more specific
              • “Is there someone you know who is struggling in this way, or the child of someone you know? A teenage girl or young woman, the daughter of family members, friends, clients?”
            • “Do you see what I am doing as being a solution to problems that some of your clients face?” (ladder)
              • This presupposes that the person I’m interviewing knows what I’m doing. I think something has to be built into the interview that addresses that – possibly before checking?
              • Here is a draft:
                • “I have worked as an academic and life coach for teenagers for the last ten years, focusing on developing proficiency in the STEAM subjects, and helping teens in their transition to adulthood, or negotiating college and early professional life.
                • The orientation of my work is as a mentor and life coach, helping teenage girls and women secure their futures.”
              • “Around what percent of your clients have teenage daughters in distress? How many clients is that in absolute terms?”
                • I’d only feel confident in asking this if they said they knew what was going on in their clients’ etc. lives.
              • “Are you seen by your clients as someone who introduces solutions to them in areas outside of money management?”
              • “What are other examples of solutions you bring to your clients?”
              • “How do you prefer to introduce these solutions?”
            • How to end the call?
            • What specific instructions to give someone if they need to set up a meeting between me and someone they know who could benefit from my services. Last time I told Andrew that he should send the link to his sister in law and her husband, and connect us in whatever way he felt was best. I think that’s too vague?
          • Center of Influence Interviews Status
            • Kevin Hoffberg: completed two interviews.
            • Tom Chavez: completed. Connected with Andrew. [should i follow up with an email thanking him for the connect?]
            • Andrew Cooper: completed. Sent Draft email to JB.
            • Andy Hart: in the process of scheduling
          • Ways to Approach completed COI People
            • Role Model interviews completed
              • Charlotte Triefus
                • She is part of a book club
                • She is a member of the board of Trustees at Westtown school
              • Dana Arvig
                • Dana works at Yahoo Finance.
                • I am part of her social circle and it does not involve rich people with teen girls.
                • She does have a friend in England who is an anxiety therapist – this lady is strong in her work but doesn’t charge an arm and a leg, so I don’t know, but it might be something, to get referrals that way (though the price of things education related is much cheaper in England, so unless I connect to very wealthy families, I think the pool for my services is smaller in terms of peoples’ willingness to pay my fees).
              • David Mechner
                • David doesn’t have many friends.
                • He is the CEO of a company of guys – some of whom are his age. Many of whom might have teen daughters.
                • I could propose giving a talk to his employees?
                • He is good friends with Richard Fuller, who is an entrepreneur and the founder of the organization Pure Earth – through which he is connected to many wealthy individuals. There might be something there? Unclear.
              • Kim Chirls
                • I haven’t heard back from Kim regarding my request to speak with her.
                • I could follow up an email to her.
                • She is on the board of several non profit organizations.
                • She runs a consulting company now where she advises boards
                • She is part of a number of book clubs.
                • These might be interesting ways in?
              • Jeff Drubner
                • Sent request regarding when I can drop off package, no word yet. I will call him when back in New York and ask when I can drop it off.
                • Eventually I want to ask if I can give a presentation to his monthly book club of king-maker friends, or to their companies
              • Isabella Hutchinson
                • Isabella loved my present and sent me a very individualized new year’s message
                • She is connected to wealthy people. She has a friend whom she admires a lot who is the CEO of a company that’s about to maybe go public.
                • I don’t know if she’s in book clubs but I could ask
                • She is friends with many wealthy gallerists in New York.
              • Craig Leshen (Fairy’s Boss)
                • Nothing he mentioned speaks to creative fora where I could speak to his friends.
                • However he is the CEO of a company. The age of his employees is on the younger side (my age) so they do not yet have teens.
              • Iffie Okoronkwo
                • Iffie runs her own medical practice.
                • She is actually trying to expand her business and is in need of some coaching herself regarding how to do this – after many years of not needing to work, being the wife of a wealthy banker, the divorce has sort of made her more financially conscious now.
                • She has a super wealthy boyfriend and they live together in a multiple story pent house (with a pool on one floor!). There might be something there. He also has older teen girls now in college.
              • Rachel Benun
                • Rachel is super connected in the art world.
                • I could ask her what she thinks is a good way of connecting with people
                • She’s a person I could ask directly.
  • Homework
    • Track the progress through Pipedrive stages
    • Ask the COIs to become advocates for your solutions
    • Plan the drip communication