Active Clients
0
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Nomad OS MRR
$0
Monthly recurring
Open Audits
0
In progress
Proposals Sent
0
This month
β οΈ Enable cloud sync (click the sync badge) to add or edit businesses.
β‘ 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
| Week Of |
LinkedIn Sent |
Calls Booked |
Audits Done |
Videos |
Newsletter |
Nomad OS MRR |
Close Rate |
|
| Targets |
100β125 |
3β5 |
1β2 |
1 |
1 |
β |
β₯50% |
|
The 5 Rules
CTA Hierarchy
π΄
Primary: Free Audit Booking
Every channel, every piece of content β this is the ONE CTA
π
Secondary A: Nomad Base Membership
Stan Store β $27β47/month β use when audit CTA doesn't fit
π‘
Secondary B: EWT Tours Trip Waitlist
For lifestyle content β never mixed with consulting CTAs
β οΈ Tasks now live in Supabase so they sync with your CRM. Click the sync badge (top-left) and enter your passphrase to load them.
30-Minute Call Framework
Open (2 min)
Set the agenda, get buy-in
Questions (20 min)
Work Q1βQ9 in order
Reflection (3 min)
Mirror back the 3 pains
Next Steps (5 min)
Propose assessment + book walkthrough
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?"
β οΈ Cloud sync is off β the CRM lives in Supabase, so click the sync badge (top-left) and enter your passphrase first.
Drag-free board β use the stage dropdown on each card to move it.
Finds contacts sharing an email, phone, or name within the same business. Respects the business filter above.