Working sessions,
decisions, and action items.

ELP & CEOA sales-materials working session

Reviewing and refining the pitch assets for upcoming prospects (Christina, Chad, Jim, Eric, Rob). Three documents worked through: the ELP offer deck, Meta-Intelligence, and the One-Day Immersion.

John Anderson, Ethan Brace, Bob Evett

• Two versions of the ELP offer. Keep an "ELP Owner" version and add an "ELP Executive" version for non-owners like Christina who sit on the exec team. Both live on one page for easy selection.
• Meta-Intelligence headline: adopt "What got you here won't get you there." Drop all "retire" language.
• New Meta-Intelligence visual: a Venn of four interlocking circles (financial and emotional solid, natural intelligence and AI dotted) with Meta-Intelligence at the center. Preserve the "return on integration" play on ROI.
• De-emphasize AI as the hook. This audience is saturated with AI talk. Lead with integration and frameworks: integrate AI without saying anything about AI.
• Analogy: go with river-rafting over surfing-the-wave. It is more team-focused, less fear-based, and offers more to work with (guide, supplies, rapids, roles). Possibly open with a dramatic class-5 rapids image or clip.
• One-Day Immersion: strip all 3-year and 36-month references, set pricing at $17,500 per year, keep "where to begin, start with one session," and add "One day to finish what most leaders circle for a decade." Put the easy-to-start pitch at the end (prove value first).
• Sales motion: encourage prospects to start with the one-day immersion rather than the full program. It mirrors the CEOA tune-up on-ramp and lowers the commitment hurdle. Applies to all new prospects except Christina.
• Christina: John calls her first, then sends the existing owner ELP version. She has already seen a rougher version via Eric.
• Pricing hold: keep $17,500 for warm prospects and Christina. John needs the buffer to cover travel.

• EthanUpdate the One-Day Immersion doc: remove 3-year and 36-month references, set price to $17,500 per year, keep "start with one session," add the "one day to finish what most leaders circle for a decade" line.
• JohnTake the cleaned-up Meta-Intelligence start and rewrite the language personally. Draft the story beats once the content is right.
• JohnCall Christina, then send her the ELP owner version.
• John / MollySource river-rafting imagery or a dramatic rapids clip.
• JohnFine-tune One-Day Immersion language; decide whether "start with one session" becomes its own section or a two-path single section.
• TeamGet Meta-Intelligence into shareable shape to send to Chad by end of month.

• Next working session: virtual, the 24th, 12:30 to 2:30. Incremental work possible Monday the 13th. No session on the 20th (John traveling). Extended meeting on the 27th.

Legacy Map app demo with John

Ethan demos and onboards John into the Legacy Map app (the ELP Platform). Bob walked the same link just before. Much of the second half is John thinking out loud about product strategy: high signal.

Ethan Brace, John Anderson

• Field clicks did not register for John: clicking a field, adding a goal, or entering target age did nothing (a refresh did not fix it). Works on Ethan's dev machine but not John's session. This was the biggest blocker.
• PDF upload and AI extraction was mid-fix during the call.
• Google Drive import is not connected yet.
• Coach option list does not auto-scroll when options appear.
• Coach moves on too fast: if a section is open or incomplete it jumps ahead instead of encouraging a third entry. If something is open, do not move on to the next one.

• Reminders as an MVP feature (Dennis's request): prompt Sunday night and Monday morning for the weekly triangle, and at month and quarter end. John talked himself into including reminders in the MVP as the accountability piece that makes people want it.
• Printing is a must-have for John's own coaching workflow. He wants to read off paper, not toggle screens. Add to MVP.
• This is a platform: John realized the app compounds value using the combined knowledge, goal sets, and experiences of everyone who inputs into it.
• Chad partnership / equity idea: Chad runs his own beta AI platform (until July 10) and invited John and Ethan. John floats cross-equity, a small piece of a big thing. He has Chad's quarterly tomorrow.
• Pricing kicked around: a consumer play with a signed book plus 90 days of Virtual John access ($25 to $39), and $1,200 per month Virtual John for a client like Kristin at Salvador's company.

• EthanFix the field-click, add-goal, and target-age input bug (works on dev, not John's session). Top priority.done
• EthanFinish PDF upload and AI extraction; connect Google Drive import.
• EthanCoach: auto-scroll to options; do not advance while a section is open (offer a third entry).done
• EthanAdd reminders (weekly, monthly, quarterly) and print/email to the MVP scope.
• EthanSend John the 17th 2pm demo invite; ping him as each of today's bugs clears.

• John to send a calendar invite for the 17th, 2:00 to 3:00 pm, to run the demo again, upload the map, and take the next step.