ELP · Meeting Notes

Working sessions,
decisions, and action items.

A running record of ELP and CEOA working sessions with John. Each card in the gallery below is one meeting: its date, attendees, decisions, and action items.

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Session 1 of 3 of 3 · Q3 strategy and Virtual John
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Q3 Strategy

Q3 strategy and Virtual John

Impromptu Google Meet setting the Q3 rocks, Virtual John pilot pricing, and new-client positioning off a Q2 revenue miss.

John Anderson, Bob Evett, Ethan Brace

Key Decisions
  • Moonshot vision: "10 million triangles in 10 years," with Virtual John as the primary vehicle to get there.
  • Q3 rocks locked: secure 3 new ELP clients, finalize the Meta-Intelligence presentation, launch a paid Virtual John MVP pilot at Granger and Farbman.
  • Virtual John pilot pricing: $100 per user per month ($1,200 per year), roughly 10 percent of the $12k per year coaching fee. Positioned as a low-cost add-on for clients who already trust the ELP.
  • Billing: Virtual John runs through Anderson Advisors invoicing, no new legal entity needed.
  • New ELP client pricing standardized at $15k per year, no discounts after year one.
  • Two pitch decks: one for CEOs and owners, one for exec-level prospects like Christina.
  • Steep invoice: the $852 invoice (no deliverable after two months) will be escalated to partner Brian rather than paid as-is.
Discussion
  • Q2 performance: revenue landed at $71k against a $107k goal. ROC 1 (new clients) is red (0 added), ROC 2 (Meta-Intelligence) green, ROC 3 (Virtual John pilot) yellow.
  • New prospect: Eric referred Christina, EVP of Organizational Development at CORE Molding, high-potential as both a client and a referral source.
  • Virtual John pivot: moving to a B2B-first model targeting existing ELP clients rather than a broad consumer play. Simpler billing, higher trust, faster early adopters.
Action Items
  • JohnEmail Lisa the meeting notes and recording for the Q3 map.
  • JohnEmail Christina (CORE Molding) re: ELP, propose a virtual intro call.
  • JohnUpdate the Q3 Legacy Map: change BHAG to Moonshot, add the 10M triangles goal, set the 3-new-ELP-clients target.
  • JohnEmail Lisa re: bulk mailer for the "AI-Driven Leader" book, request a cost quote.
  • JohnConfirm the mid-September Meta-Intelligence practice session with Ethan's forum table.
  • JohnEscalate the $852 Steep invoice to partner Brian.
  • John & EthanSchedule a sync with Cynthia re: billing setup for the Granger/Farbman Virtual John MVP.
  • EthanDefine the Virtual John MVP standard feature set, then share with Bob, Lisa, Chad, and Dennis.
  • EthanFinalize the Virtual John MVP for the paid pilot launch.
  • EthanShare the current Virtual John platform with John, Bob, and other trusted contacts for feedback.