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NOMAD SYSTEMS
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This month
⚑ Quick Links
βœ… Assets Built
⚑ Non-Negotiable Daily Block β€” Every Weekday
15 min GHL pipeline review + follow-ups. Nothing waits 48+ hrs.
30 min LinkedIn β€” 20+ connections, reply all messages, post or engage.
15 min Email + client messages β€” nothing waits >24 hours.
Weekly Focus β€” click any day to edit
Priority Stack β€” When Overwhelmed
πŸ“Š Weekly Metrics Log
Log every Friday. Green = at/above target. Red = below.
Week Of LinkedIn Sent Calls Booked Audits Done Videos Newsletter Nomad OS MRR Close Rate
Targets 100–125 3–5 1–2 1 1 β€” β‰₯50%
The 5 Rules
CTA Hierarchy
πŸ”΄
Primary: Free Audit Booking
Every channel, every piece of content β€” this is the ONE CTA
🟠
Secondary A: Nomad Base Membership
Stan Store β€” $27–47/month β€” use when audit CTA doesn't fit
🟑
Secondary B: EWT Tours Trip Waitlist
For lifestyle content β€” never mixed with consulting CTAs
30-Minute Call Framework
Open (2 min)
Set the agenda, get buy-in
Questions (20 min)
Work Q1–Q9 in order
Reflection (3 min)
Mirror back the 3 pains
Next Steps (5 min)
Propose assessment + book walkthrough
Client Intake
The 9 Discovery Questions
Q1 β€” Day-to-Day
"Walk me through a typical week in your business β€” what does your day-to-day actually look like?"
Q2 β€” Biggest Bottleneck
"What's the biggest bottleneck in your business right now β€” the thing that, if fixed, would give you the most time or money back?"
Q3 β€” Current Tools
"What tools and software are you using right now to run the business?"
Q4 β€” Lead Handling
"How do you currently handle new leads or inquiries β€” what happens from the moment someone reaches out to you?"
Q5 β€” Onboarding
"Walk me through what happens when you bring on a new client or a new agent β€” what does that process look like?"
Q6 β€” Past Client Follow-Up
"How do you stay in touch with past clients or past customers β€” is there any kind of follow-up system in place?"
Q7 β€” Repetitive Tasks
"What does your week look like in terms of tasks that feel repetitive β€” things you do over and over that you wish just happened automatically?"
Q8 β€” 10 Hours Back
"If I could give you back 10 hours a week in your business β€” what would you do with that time?"
Q9 β€” Timeline & Urgency
"What's your timeline β€” is there urgency here, or is this more of a 'someday' thing for you?"
Pain Points + Call Summary
PAIN Qualifying Score
P β€” Pain (real, specific, costly)
1 = vague  Β·  2 = clear  Β·  3 = urgent + specific
A β€” Authority (decision maker?)
1 = gatekeeper  Β·  2 = influencer  Β·  3 = owner
I β€” Investment (budget signal)
1 = resistant  Β·  2 = open  Β·  3 = mentioned budget
N β€” Now (urgency)
1 = exploring  Β·  2 = next quarter  Β·  3 = need it now
β€”
Total Score / 12
Qualification
Saved Calls
NameEmailPhoneCompanyBusinessStatusTagsNext taskLast activity
Drag-free board β€” use the stage dropdown on each card to move it.

Import contacts from CSV (GHL export)

Upload the CSV, map the columns, pick the business, import. Duplicate emails (per business) are skipped automatically.