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
- Peter Thief
- Who are role models for this?
- Not deserve to be location independent
- Comfortable working hard
Money Thermostat Max
- Not inspiring
- IDK how make a difference
- Apathy mist, cut cords
- 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
- 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?
- Feels easier than $50k!
- Lack of my bandwidth, fear it would be my whole life
- Wear the owner hat
Podcast: Play in new window | Download (Duration: 1:23:33 — 76.5MB) | Embed
Tools in this episode
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