- Figure This Shit Out Coaching
- What Is “The 5”
- Why do you need this?
- What does this look like?
- The Monthly Flow
- Between The Meetings
- What’s your coaching process?
- Where Did this come from?
- A conversation with the coat rack on psychedelics.
- I've been the person people call when they are stuck since I was a kid.
- Common Questions
- Are you a “Certified Life Coach”?
- Do you have an MBA?
- What the length of the contract.
Figure This Shit Out Coaching
Overview: You’re working on a project and you need someone to bounce ideas off of, hold an outside perspective, keep you accountable, keep you focused, and smack you upside the head when you’re acting up.
- A founder needs me to help set priorities and then enforce them.
- A life coach needs me for the business development strategy.
- A CMO needs me to hold space as we create a data capture and interpretation strategy.
- A freelancer gets overwhelmed and lost and needs me to help them project manage and focus.
- Brainstorm call every month for 60 minutes with recording, transcription, and AI summary, where we follow a set agenda to ensure you are making progress.
- The 5 - a hyper-clear checklist of the next 5 steps you need to take, prioritized from top to bottom.
- Accountability and helpful nagging to focus from a drill sergeant-style coach.
- I'm not above calling your mother to talk about why you're not getting your work done.
- Shared dashboard to track the critical business numbers, our notes, and your focus list built in Notion.io.
- Answers to the Questions that come up throughout the month and you just need someone to do a double-check on your thoughts.
- Avoid hours of Googling and just ask me the questions. I probably know the answer or have an idea of where to find it.
- Delegate projects you are stuck on to me and my team at an hourly rate.
What Is “The 5”
Theis: The universe is an infinite place and it's still expanding. Your business operates within the infinite expanding universe. So, of course, you're always going to have more to do than you have time for. That's normal, natural, and the way it's supposed to be. And this is why you need to be ruthless at prioritizing, setting healthy boundaries, and cutting to the heart of the matter.
TLDR: 5 check box tasks on a sticky note that you need to work on in order. We’ve already prioritized and planned these out so you just start at the top and work your way down.
You need to stop this spencer! Give them 3-5 tasks to work on between your meetings! That’s it.
That’s what my old boss, Charlie Penner who’s been a business consultant for 23 years, nearly yelled at me over his desk after I gave him a copy of my notes to a first-time client where I outlined 27 action items over the course of 6 pages after our first 1 hour meeting.
I learned that I re-learned that a lack of information is rarely the core problem. Being overwhelmed and not prioritizing correctly is nearly always the challenge that business owners face when I work with them. That's why I work with my clients to set 5 priority tasks that are in alignment with our milestones at any given time. Simple, exceptional, clear. Just do the checklist from top to bottom. Simple.
Why do you need this?
Thesis:But having a mentor, counselor, guide, or advisor is a time-honored process for a reason. I’m here to help you make progress towards your goals and figure out the things in your life that need figuring. You can certainly do this without me! But I make it easier by bringing clarity, focus, and 15 years of business development experiences to save you from learning some of the lessons the hard way.
TLDR: You don’t need this but it will make your life easier.
You go in thinking this will be easy and fun! Then you get lost and turns out It's actually more like a haunted corn maze with zombies, the IRS and a crazy customer with a hatchet. It's my job to build a watch tower outside of the corn maze, and then help you navigate the entire thing so you don't lose a finger. I stay outside of the corn maze and help you figure out where to go. On occasion, I'll run into the corn maze and help you lift a log off of your broken leg or figure out the specific verbiage for the proposal, but most of the time I'm outside the corn maze in my watch tower chating with you via walki talki, helping you keep things straight because I can see the entire thing.
What does this look like?
The Monthly Flow
Each month we have a meeting that follows the same agenda structure each time.
- Reading your vision allowed.
- Reviewing your progress towards your milestones.
- Look through the key numbers you’re tracking on a shared spreadsheet.
- Updates on The 5 key tasks from our last meeting.
- Brainstorming problems.
- Setting The 5 for the next month.
Between The Meetings
Between our meetings we’re going to be checking in frequently via text message to see how The 5 are going, brainstorming any problems and generally kicking your butt to stay on track. All of this is tracked on our shared Notion dashboard and if you get stuck on something and want to delegate it to me to solve for you we can do that too.
Communications: SMS texting or WhatsApp - I don't do emails. I think they're bloated and a pain in the ass. If you want to reach me, text me.
Project Management And Notes: Notion.so. A flexible platform for us to takes notes as a reference information and to manage projects as actionable information. That's where we keep everything organized.
Meetings: Zoom with an AI Assistant recording and taking notes. Occasionally, I meet people in person, but I actually think I do better work via Zoom because I have multiple monitors in front of me and I can work on something while you're talking. It also allows both of us to have some emotional distance.
What’s your coaching process?
You've heard this same process 1 million times in the business world. It's probably tattooed on Peter Drucker's ribs.
Have an amazing dream, then clarify it into a vision of how you want the world to look. Take that vision and turn it into a specific mission with goals that you're trying to accomplish, likely measured with numbers. Like a mission that a general would give the Navy SEALs. That mission then gets turned into projects, and those projects get turned into milestones so you have a clear short-term objective. Milestones are then converted into numerous tasks. You can then proceed to complete the tasks.presto-wamao there's your dream.
Dream > Vision > Mission > Project > Task
Except it never works like that. The world changes resources come and go things get stuck in loops. You have to pivot the organization nothing is ever that simple. There are as many twists and turns on the road as there is potholes on Grand River Avenue in Detroit Michigan.
Dream > Vision > Mission: Depending on how clear you are on these things it usually takes an hour to sketch out. I will constantly be refined as you gain clarity over time.
Project > Project > Tasks: Business is a marathon, so we're gonna pick the next milestone that you want to reach and create a specific project to get there with clear, actionable, bullet point tasks.
Where Did this come from?
A conversation with the coat rack on psychedelics.
I was in the middle of a therapeutic psychedelic trip… That’s always a good way to start a professional document 😆 I moment of lucitidy I “came to” and realized I was pulling at my hair while yelling at coat rack.. I “JUST NEED TO FIGURE THIS SHIT OUT!”
You know that vibe in your own life? Staring blankly at a flashing cursor on a Word, doc of the new business plan, going around and around in the same cycles of being stuck, looking at monthly sales and asking yourself why you're not getting any traction. It's usually an emotional cocktail of neurotic energy, low-level panic, frustration at the universe, feeling stuck, and a pinch of the pain of stepping on a Lego at 3 AM.
Yha that vibe. That’s what we’re talking about.
Unfortunately, the coat rack didn't have very insightful feedback, so I had to figure it out myself. And even more unfortunately I had been trying diligently and aggressively to figure it out for a long time it just wasn't happening. So I had to turn to other people around me to figure shit out. I might be one of the people for you when “YOU JUST NEED TO FIGURE THIS SHIT OUT”.
I've been the person people call when they are stuck since I was a kid.
Since I was 8, I have been the person that people come to when they need to figure something out and get things done. Setting goals, figuring out how to achieve them, building the process and system, and then ensuring implementation by finding ways to hack the system when possible has always been "my thing" in this incarnation. After working with over 2100 businesses, it has become "the thing" I do for other people.
Are you a “Certified Life Coach”?
No. That’s because a Certified Life Coach is a meaningless pieces of paper that you can get from a weekend course where you pay some rando $500 to give you a paper. There is not governing body to ensure quality statandars in the coaching world but there are 100’s of different groups that will take your money and then give you a pieces of paper?
Do you have an MBA?
No. While I worked in Ann Arbor Michigan home of University of Michigan which has one of the top 10 MBA programs in the USA costing $250K for a degree I found I had dozens of MBA graduates walking into my office to ask me questions. Me a lowly bachelor degreee holder from Thomas Edison Universty. MBA’s are outstanding if you want to be in middle managment for a fortion 5000 business. But if you want to be in the scrapy entrpernship world the 2 years, 250K and gallons of stress hormens are better spent other place.
Also while I’m ranting… My BSBA in Business Devlopment was funtinoly usless to me when I started and sold my first business. 95% of what I learned I learned on the job and the 5% of what my degree taught me was not worth the time / money / stress that it took to learn.
What the length of the contract.
Month to month. I don't find it wise to force people to keep working together when it's no longer a good fit.