|Timestamp||Name||Stage||Status Mark's thoughts||email you would like us to send results to||Your phone number||Name of individual who passed these questions along to you.||2. What is the biggest challenge, you face, in any area of your business, career, or life?||1a. Which of the four shapes do you like 1st, 2nd, 3rd, and then 4th. [Cube]||1a. Which of the four shapes do you like 1st, 2nd, 3rd, and then 4th. [Pyramid]||1a. Which of the four shapes do you like 1st, 2nd, 3rd, and then 4th. [Wavy Line]||1a. Which of the four shapes do you like 1st, 2nd, 3rd, and then 4th. [Ball]||1b. Which of the following four things would cause you the most frustration 1st (most), 2nd, 3rd, and then 4th (least) [Not being done properly and in order]||1b. Which of the following four things would cause you the most frustration 1st (most), 2nd, 3rd, and then 4th (least) [Out of control]||1b. Which of the following four things would cause you the most frustration 1st (most), 2nd, 3rd, and then 4th (least) [Boring or Not fun]||1b. Which of the following four things would cause you the most frustration 1st (most), 2nd, 3rd, and then 4th (least) [Conflict with others]||3. If anyone could help you in any area of your career, business, and/or life what would you love help on?||4. If you could change one thing about yourself, what would you like to change?||5. If what you believe is not true, would you want to know it?||Would you like a complimentary 30 minute personality interview/strategy session?||Person Doing Follow Up||Date Of Follow Up||AV Lead Rating||Mark's Thoughts||Who made the call to connect.||6a. From a 1 to 10, 10 being the best, how coachable do you believe you are?||6b. How would you respond if someone said they thought you were coachable at a 2.5?||7. If you were being coached one on one, what would be three things you would want to accomplish over the next 90 days?||What industry are you in and what is your position within your company?||6c. My minimum income goal is . . .||6b. My WOW / really exciting income goal is . . .||1. MCAT Notes||2. BEST Strategy||3. Who will Pursue||# of Contacts||Results||PAID||Mark's Gut Lead Quality for AV||Brianne's Lead Quality - Mastermind Partnerships||Last Date Of Contact||Notes||Tracked||Timestamp||Biggest Challenge||Days In Process||Level 1 & 2||30 Minute Strategy Session||Business X-Ray||Level 1 Sale - Mastermind Partnerships||Level 2 Sale IP||Level 3 - ActionVision||Level 4 - E-VA|
|11/20/2012 23:31:56||Perry Plotkin||Perry@SynergizeInc.com||630-739-9489||Your emailings||Figuring out where the intersection is of my natural talents, personality type, skill set, and money making opportunities for a business that I can really devote myself to so that I can get out of debt and quit my day-job.|
BTW - Question 1b asks: "Which of the following four things would cause you the most frustration 1st (most), 2nd, 3rd, and then 4th (least)." What frustrates me most is that one of the answers is grammatically incorrect by saying: "Not being doing properly and in order". Don't you mean "Not being DONE properly and in order"? Just saying.
|2||3||4||1||3||2||4||1||5||5||8||2||Figuring out where the intersection is of my natural talents, personality type, skill set, and money making opportunities for a business that I can really devote myself to so that I can get out of debt and quit my day-job.||Be nicer to myself.||Yes for sure||Yes||Mark Boersma||11/23/2012 15:00:56||Perry called us because no one had called him.||8||6||They are probably right! But based on THEIR semantics and expectations. I of course have MY OWN semantics and expectations. So share with me specifically what yours are so we can work together on understanding each other and maybe we can both make some progress. You may find out that I really don't want to go to where you are trying to lead me, or you don't want to lead me where I want to go. Or that we are a great team. Who knows.||I don't really have sub-tasks that I need coaching and accountability for, I just need to figure out where the intersection is of my natural talents, personality type, skill set, and money making opportunities for a business that I can really devote myself to so that I can get out of debt and quit my day-job.|
|11/23/2012 18:32:38||Mitch Nielsonemail@example.com||480-635-1040||Mark Boersma||I feel like my contribution is not valued, and I see no opportunity in my current position.||2||1||4||3||3||1||2||4||5||2||6||7||I could use help changing companies or starting a business.||I would like to be a better conversationalist.||Yes for sure||Yes||Mark Boersma||11/24/2012 8:10:18||emailed him.||5||7||It would not surprise me. While I take time to consider my position, once I have developed a position I want to be shown why my position is not correct.||I want to decide the following three things, coach or not in the next 90-120 days.|
1. Make a decision to join a different company or to start a business.
2. If joining a new company I need to:
a. narrow the companies that I would like to work for to 2 or 3
b. update my resume and start developing relationships to help my search
3. If starting my own business the biggest item I need help with is sales and marketing.
|11/24/2012 7:56:18||John Schiffmanfirstname.lastname@example.org||603-448-6655||Mark Boersma||establishing relevant goals||2||1||4||3||3||2||1||4||5||3||5||7||people skills & ability to management addicitive behaviors||ability to move at the speed of other people & enjoy the process||Yes for sure||Yes||Mark Boersma||11/24/2012 8:10:18||emailed him and then talked to him for 20 minutes later in the day||6||6||Obviously he is to be listened to & evaluated. Anyone who devleops this misisonary sales tool must have osmethngot offferso ihe can read my typing impared responses, he/she might be wiorht a try||esatblish realsistc goals|
agree on measurement process
evlaaute teh pricng structure
|11/26/2012 12:14:51||Robert Loweemail@example.com||630-957-8594||Organization, support||3||1||4||2||3||1||4||2||6||2||8||4||Helping to build a network of likeminded individuals||Lack of focus and discipline||Yes for sure||Yes||7||7||I would want to know their reasoning||Establish a consistent income. Increase discipline and focus. Build professional network|
|1/23/2013 12:33:16||Conniefirstname.lastname@example.org||408-219-9868||William luis||Big stock trading going in bad direction||3||1||4||2||3||2||4||1||6||3||8||3||Investment||Age||Yes for sure||Yes||Robert Lowe||1/23/2013||Called her and scheduled appt. |
She was not in MCAT so I created a contact record for her in there as well and imported all the BC and LH, etc. she shared in survey.
|10||7||I would like to know the reason why they think that way||1. How to form a company/business license/ taxes/ accounting|
2. How to get investment funding
3. How to evaluate business idea
|9/4/2013 11:42:06||Donna Hinkelmanemail@example.com||210-313-0827||going to the next level....knowing what 'next' is for me||1||2||4||3||4||1||3||2||5||3||7||5||defining my 'next', how to get there and how to be excellent at it||to always be thinking ahead strategically and actually implementing - being proactive||Yes for sure||Yes||5||6||Why? What is your assessment based on?||1) consistently presenting myself as a top leader and redefining my in my own mind |
2) being 100% on top of my responsibilities
3) being strategic and proactive in both professional and personal aspects of my life
|multiple (holding company)|
corporate communications (VP)
|6/25/2014 15:51:42||Mike Disneyfirstname.lastname@example.org||619-670-9400x306||Mark Boersma||time to clone myself||4||3||1||2||4||1||2||3||8||4||3||5||not too sure about this one||I think that I am nearly perfect.||Yes for sure||No Thank You||5||8||I would listen for improvement ideas.||cloning myself and growing my business without working harder.||Mortgages/Real Estate|
|9/8/2014 19:20:08||John Murphyemail@example.com||206-499-5626||Mark Boersma||Finances are not what they should be.||3||1||4||2||1||2||4||3||4||3||8||5||Building on and filling in my current business plan.||I would be more strategic and structured with my time,||Yes for sure||Yes||mark - X-Ray Sold Apt. Scheduled||8||6||I would slap them around and ask them why they felt that way!||1) Refine my branch and personal business plan to improve and solidify.|
2) See a visible increase in production.
3) Explore some outside the box opportunities and determine if they were worth pursuing and how best to do so.
|Mortgage; Branch Manager|
|9/24/2014 20:27:41||Rebeccafirstname.lastname@example.org||616-901-9079||Mark B||What to do||3||2||1||4||1||2||3||4||4||4||4||8||figure out what to do and what I should do||that I didn't over analyze everything||Yes for sure||8||7||Ask them why||Figure out what I need to put my time into|
How to make more $
What areas in my life are lacking
|Realtor - Team Captain|
|9/30/2014 12:58:56||Joe Tufoemail@example.com||925-522-0700||mark Boersma||Not having prospective clients do what they commit to doing in the time frame they have committed to performing.||4||1||2||3||3||1||4||2||7||2||6||5||Closing more sales||I want to be more like Jesus Christ.||Yes for sure||Yes||9||7||I'd have to listen intently to what they say and humble myself and pray and seek God's face.||1. Earn $700,000 in income|
2. De-cluttering - don't leave a legacy of "crap."
3. Be a better servant
|10/11/2014 9:47:55||Lorie Pembertonfirstname.lastname@example.org||281-515-8204||Mark Boersma||Being able to recognize different personalities and having conversations that encourage productive communication with types not similar to me.||3||2||4||1||1||3||2||4||4||5||6||5||Creating a bigger internet presence to improve lead quality and quantity.||The ability to balance friendship with leadership so team members will be excited about autonomy and using the system.||Yes for sure||Yes||mark - apt. sch. for Mon. 1 pm||10/11/2014 14:25:55||8||6||I would want an example of the things I have done that make them see me as un-coachable.||1. Stronger sense of how to sell without selling.|
2. A way to have well attended business meetings.
3. A simpler training system to incorporate the current system
|I am an independent consultant with Sozo Global. Direct and mlm marketing|
|1/5/2015 18:32:26||Lauraemail@example.com||630-664-4333||Karen Carlson||Keeping up with paper work||3||1||2||4||3||2||1||4||6||3||3||8||Help with the paper work and organization implentation||more focus||Yes for sure||Yes||tl - lm 1/8/2015||8||7||It would be hard to except and humbling but would ask what do they see in me that made them say that and how can i change it.||grow my social media and person growth in discipline, and have clean office||Owner of a painting and remodeling company|
|1/12/2015 11:43:32||Dennis Clarkfirstname.lastname@example.org||402-333-5432||Brianne Edwards||Putting the proper systems in place to allow me to get out of the back office portion of the business and go out and generate more business.||1||2||4||3||3||2||4||1||4||4||8||4||See above.||To be more disciplined on working on my business and not working in my business.||Yes for sure||No Thank You||Brianne||1/12/2015||7||5||I honestly don't know.||Set up a system to get me out of the loan processing portion of my business.|
Increase my loan closings to 10 loans per month.
Set up 2 or 3 platforms to generate leads and have great follow up process or funnels set up to convert the leads into loans.
|Mortgage Loan Origination|
|1/12/2015 13:14:47||Brenda Grayemail@example.com||815-557-9752||attracting enough clients||4||1||2||3||2||1||4||3||6||2||6||6||effective low cost marketing strategies to grow my client base||my tendency to sometimes procrastinate when i know i should be doing something||Yes for sure||Yes||Brianne||1/12/2015||9||3||I would disagree||more confidence, a way to end procrastination, how to attract more clients||I am a Clinical Hypnotist with my own practice|
|1/22/2015 17:55:57||Christopher Dorsanofirstname.lastname@example.org||630-991-7406||Karen Carlson||Expanding the business with a steady clients.||2||3||4||1||2||3||4||1||4||6||8||2||Guidelines on how to develop more business.||How to write out better drafts that will speak to my audience.||Yes for sure||Yes||Brianne||1/26/2015||10||8||I would ask how I could improve in that particular area.||1) Business Strategies|
2) Better Marketing
3)How to relate to the customer
|Digital Film-making - CEO|
Chemical Distributor - Accountant
LTTV - Production Assistant
|1/28/2015 11:28:49||Ryan Pubinsemail@example.com||631-902-3700||Brianne Edwards||Currently my biggest challenge in business is getting in front of potential clients and building trust with them. I am not afraid of the challenge, but I do recognize that it is currently the the goal that needs the most attention.||1||2||4||3||3||1||2||4||4||3||6||7||I would love to have help making myself and the company more marketable and recognized in the industry.||Be less impulsive when making big decisions.||Yes for sure||Yes||Brianne||1/28/2015||10||5||I would ask the person to put that theory to the test. I am confident I would prove to be more coachable than a 2.5.||1. Start a blog - business/marketing oriented |
2. Build a list
3. have all online personas (linkedIn, website, blog site, etc.) updated and looking professional.
|I work at a Commercial Real Estate Mortgage Banking firm. My job title is loan analyst but I also spend a large portion of time on marketing for the Loan |
|2/4/2015 14:06:39||Barry Huxmanfirstname.lastname@example.org||303-817-7044||Mark Boersma||One issue I've found to be a challenge in both my professional and personal life is time management. I am interested in finding ways in which to balance out making the income I desire and enjoying it at the same time.||3||2||4||1||4||1||3||2||7||3||7||3||Psychology. Understanding how to help myself and others gain the fullest potential out of life.||I am very much a creature of habit. I don't mind some of my good habits of course, but I tend to fall into routines and forget to stop and look around. Might be missing a lot.||Yes for sure||Yes||9||7||I would disagree and ask for examples. I'm a humble person who's gained a lot from asking questions, listening and watching others. Even if I've learned what "not" to do.||1. How to understand myself better.|
2. Balance between structure and being too ritualistic.
3. Making more out of my time.
|Business Continuity/Disaster Recovery. Sales Executive.|
|2/5/2015 2:41:56||Nick Restucciaemail@example.com||781-883-7175||deciding to retire and the next phase||4||3||2||1||1||3||4||2||5||6||6||3||Better manage people||Getting tooexcited about situations||Yes for sure||Yes||Brianne||2/6/2015||5||7||i would probably believe it||manage stress better|
calm down a bit
|2/15/2015 12:44:54||Christine Johnson CPAfirstname.lastname@example.org||623-465-5554||Having patience with clients wasting my time & not listening||2||1||4||3||2||3||4||1||4||4||8||4||More $ for the incredible amount of time that I spend in my practice - better compensation - to be able to work 40 or less hours a week||Being a CPA||Yes||Mark||2/15/2015||7||8||Depends they may be right||how to reduce admin time|
how not to bring feelings from the pass into current client relationships
how not to feel resentful about working so much & misssing out on having a live just to barely pay the bills
|Sole Practioner CPA|
|2/17/2015 12:16:40||Matthew Cameronemail@example.com||615-972-5915||Karen Carlson||Turning my natural gifting and energy into a steady income stream.||4||2||1||3||4||3||2||1||8||5||3||4||I'd love a partner or employee that could turn my energy and ideas into webpages and text :)||I'd be musical, artistic and enjoy cooking (any one of the three).||Yes for sure||Yes||Karen||2/17/2015||8||8||I'd ask them to explain how they came to that conclusion and try hard to understand.||Help to quickly actuate the ideas I've been working toward for the last year. Coaching, Masterminding and Do it for You.||Entrepreneur. Self employed for 20 years.||$50,000||$100,000|
|2/17/2015 22:31:35||Sherry||Please do not contact||815-931-9386||Karen||A solid plan and trust and support.||4||3||1||2||2||3||1||4||6||6||2||6||Business||indecisiveness and procrastination||Yes for sure||Yes||Karen||2/18/2015||7||3||I would walk away because that person is not for me then||Forming a solid business plan from my ideas.|
Getting my fiancé here.
Setting up a working system to get paying clients
|Sales and marketing. I am the owner||$12,000||$800,000|
|2/19/2015 17:34:34||JIMfirstname.lastname@example.org||707-745-9690||AT THIS STAGE SINCE IN 60'S TO STAY UP ON THE WORK AT OFFICE..AND WOULDN'T MIND BRINIGING SOMEONE IN BU TDON'T HAVE ENOUGH INCOME TO BRING SOMEONE IN.EVEN A BUY IN MIGHT NOT WORK||3||1||4||2||2||4||3||1||5||5||7||3||BUSINESS||TAKE SOME CHANCES CHANGE THINGS||Maybe - depends||No Thank You||Brianne / Teresa||2/20/2015||tl - 4/27/15 - wants to be taken off call list||7||6||HMMM||WELL TP NPOT HAVE COACHING TAKE MUCH TIME ITS TAX SEASON!||PUBLIC ACCOUNTING OWNER||$425,000||$525,000|
|2/24/2015 12:04:51||Belen Cusiemail@example.com||210-248-8825||Ken Bucci||Taking action without overthinking and stopping myself, procrastinating or justifying my inaction.||3||1||4||2||1||2||4||3||4||3||8||5||Taking bold action without fear, self-consciousness or perfectionism.||I wouldn't change anything.||Yes for sure||Yes||Mark||Appt set for 3/2/15 - mb met with her on 2/24 as well.||Spread love and connection. People know they loved.||9||9||I would say "What makes you think that?"||1) Starting a small business and gaining first 2 clients|
2) Creating 25k of extra wealth
3) Solidifying an early morning routine, making it untouchable, happens every day, no matter what
|Human Capital Management, Outside Sales at ADP|
(writer, musician, athlete, aspiring entrepreneur)
|2/27/2015 16:21:31||Clement Smithfirstname.lastname@example.org||310-850-7072||Myself||Staying focus, disciplined and developing a system that allow me to reach my full potential||3||2||4||1||1||2||4||3||4||4||8||4||Career/Business||My inability to stay consistence||Yes for sure||Yes||Brianne||3/2/2015||9||7||Prove me wrong and show me the areas you thought I was not coachable in.||Setting realistic goals|
Mapping out a plan of action
Being held accountable to the plan
|Real Estate Lending/Mortgage Banker. I am a loan officer with Integrity First Financial Group||$150,000||$350,000|
|3/4/2015 0:58:08||Matthew||Mgrieco07@gmail.com||978-305-2444||Ken||Challenge - managing employees while at the same time executing many of the tasks|
Fustration - devoting time and effort into new hire training vs turnover
|1||2||3||4||1||2||3||4||2||4||6||8||Delegation||Less of a perfectionist||Yes for sure||Mark / Teresa||3/4/2015||Ken Bucci's nephew I believe.||10||6||I would not have a problem everybody's entitled to an opinion||Better execution on decisions |
Less activity more results
Delegation of tasks and duties
Make time to involve self more areas of business
|Saas industry, software, Revenue management|
Finance Manager with opportunity The branch and other parts of the business
|3/4/2015 10:21:58||Kim Orsini-Pentaemail@example.com||617-816-2708||Mark Boersma||Antagonism -- from family (historically, in personal life) and professionally, from DC bureaucrats.||3||1||4||2||2||3||4||1||5||4||8||3||FINANCES!!!!||I would be 7 inches taller.||Yes for sure||Yes||Karen||3/4/2015||7||7||I would ask what they see that caused them to arrive at that number.||New approaches to problem solving.|
Being more persuasive - with investors and clients.
Recognizing key qualities in others, i.e. new hires, clients, investors, etc.
|I am founder/owner/operator of Orsini S.P.Q.R., INC., an importing and soon-to-be distribution house of fine wines and artisanal liqueurs.||$500,000||$1.5-2 million|
|3/11/2015 10:22:04||Jon Beckerfirstname.lastname@example.org||219-765-7826||Teresa Lekan||In business, marketing and organization; in life, productivity.||4||2||3||1||2||1||3||4||6||3||6||5||Honing in on and marketing a niche for my speaking business.||Lack of focus.||Yes for sure||Yes||GingerAnne / Teresa - scheduled 30 min for 3/18||3/11/2015||8||7||I would be surprised, but it's relative based on what a 2.5 looks like to me versus what a 2.5 is to them. :-)||Fully upgrade my website to include audio and video speaking example, develop a digital product that I could monetize through my website, and gain at least three paid speaking engagements.||I am in higher education (25 years as a college teacher), but I want to move into public speaking. I am a "solo-preneur". You can learn a bit more about my background at http://www.jonrbecker.com/about-jon/.||$100,000||$10,000 per month|
|3/11/2015 16:27:45||J Paulsenemail@example.com||847-529-5200||Karen Carlson||expanding the business globally on a wider scale||1||2||4||3||1||3||2||4||2||5||6||7||marketing for business through social media||finished my military career to 30+ years||Yes for sure||No Thank You||Karen/Brianne?||3/18/2015||Accepted invitation to a phone call.||8||8||Listen to their reasons why||unsure||Professional Development -President/CEO||$250K||$2MM|
|3/12/2015 8:41:08||Kevin Kingfirstname.lastname@example.org||630-386-5306||Mark Boersma||Getting more, better, faster clients without missing out on recruiting the best people into my agency.||2||3||1||4||3||4||1||2||5||7||2||6||Developing systems I can execute simply & consistently and be able to follow-through with clients better.||Overcoming the emotional longing to disconnect from executing key tasks because they seem overwhelming. Seeing clearer into the most important things at the time and simply executing.||Yes for sure||Yes||Misty :)||5||8||Maybe they see I can be stubborn. Maybe they are in another dimension. But if they did say 2.5 - I would be excited to know how I can be an 8 or a 9.||Removing emotional disconnects.|
Transfer Expressive energy into the Driver and less into the Analytic.
Surround myself with amiables so I can be more Driver.
So I can ultimately be a selling, recruiting machine. Have fun while I'm doing it and not look back.
|Health Insurance - District Manager (Sole Proprietor) -||$87,500||$250,000|
|3/12/2015 9:29:40||Dominic Herrickemail@example.com||360-312-3733||Steve Minnich||Competency. Demonstrating it, Finding it in others. Finding it in systems.||1||2||4||3||1||2||3||4||2||4||7||7||Getting the right people: 1)On my team 2)In front of me and my team members.||Short term memory. I can talk and warm people in conversation, but forget the person and the conversation later that day. I feel shallow and that I don't really care.||Yes for sure||No Thank You||Mark/Steve||10||9||I would want to know what I am doing that is giving that perspective and also how to change it, if I do not know how.||Increase my understanding of how to help people. Finding a way to get in front of the right people to help. Getting the right team members in the right job to help my business grow.||Insurance. Owner of a State Farm office||$200,000||$400,000|
|3/13/2015 12:15:01||Christina Mariefirstname.lastname@example.org||314-503-8596||Kevin King||cold calls||2||1||4||3||3||1||2||4||5||2||6||7||I'd be smarter||Yes, I think so||Yes||Brianne||3/13 - appt was set||came from email sent to Kevin's database||3||4||doubtful||more sales||Health insurance sales, District manager||$50,000||$150,000|
|3/15/2015 14:46:59||Azam Vaziriemail@example.com||630-907-0239||Karen Carlson||Being convincing enough, effective word usage, and memorization of important facts and figures In life.|
Closing sales and qualified leads, in business.
|1||4||3||2||1||4||2||3||2||8||5||5||Can't afford it at this time. Otherwise I would.||To be a better listener, and more effective executer.||Yes for sure||Yes||Karen?||1||2||At present, I know myself best. 2.5 was long time ago, I am 60 now.||Help with Social media, how to be pushy and close more.||I am with World Financial Group, a Transamerica company. I provide financial services.|
I am also affiliated with Heartland Institute of Financial Education (HIFE), a non-profit organization that providesfinancial literacy to general public for free.
I have just joined a company recently that provides credit restoration and identification protection called Financial Education Services (FES).
|3/16/2015 13:31:27||David Parkerfirstname.lastname@example.org||617-710-6135||Ken Bucci||I have an idea of what I want my business to look like and to be, but I do not take the necessary actions to get there. I don't work at it.||1||3||2||4||4||1||2||3||5||4||4||7||A business plan and strategy. Becoming more organized and more proactive.||My lack of organization and direction in work and household finances causes me the most stress.||Yes for sure||Yes||Brianne/Mark||3/18/2015||10||3||I would disagree, but my feelings would be hurt.||Feel more in control of my business/finances, become organized personally, begin to repair credit||Painting/Owner||$50,000||$150,000|
|3/16/2015 14:06:52||Marco DiScipioemail@example.com||781-393-9111||Ken Bucci||procrastination||4||2||3||1||3||1||2||4||7||3||5||5||procrastination||self-righteousnous||Yes for sure||Yes||Brianne/Mark||3/17/2015||8||5||Depends on how it's being presented||Begin changing procrastination|
Begin changing self-righteousness
Begin earning more income
|3/19/2015 10:32:45||Lawrencefirstname.lastname@example.org||541-882-2575||do not know||retirement||3||2||1||4||1||2||4||3||4||4||5||7||mergers||time devoted to family||Yes for sure||No Thank You||Brianne / Teresa||3/19/2015||lm 4/2/15||8||7||ok doesn't bother me||time management, helping clients, allocating income||Public Accounting, managing partner||$450,000||$750,000|
|3/23/2015 13:56:16||Brenda Grayemail@example.com||815-557-9752||Karen Carlson||Finding the right marketing tools and processes to get a steady flow of clients||4||1||2||3||1||2||4||3||5||3||6||6||Creating a consistent business system, coaching or mentoring in business matters||I would strive to be more assertive, eliminate procrastination and increase my focus to stay on task||Yes for sure||Yes||Karen||3/24/2015||strategy session 3/25/15 - Karen - completed; challenge saving record notes in MCAT||Karen||9||6||I would disagree, but i would first ask how they came to that conclusion.||Seeing a minimum of 4 clients a day |
Creating more engaging website content
Create consistent marketing plan to produce steady client base
|Health & Wellness; I am a Clinical Hypnotherapist with my own practice. I am the only hypnotist and I provide sessions from 2 locations.||$50,000||$100,000|
|3/24/2015 16:39:04||Donald Beres Jr.||firstname.lastname@example.org||219-286-7443||Karen Carlson||Over coming a broken Marriage and the loss of a personal relationships with my three children.||2||3||4||1||2||1||4||3||4||4||8||4||I would love help in becoming self sufficient, Getting Off of Social Security Disability and Own a Business that secures a legacy for my Three Children and my Grand children and theirs.||The ability to be hurt by those I love and the ability to severely hurt them with only words.||Yes for sure||Yes||6||6||I did either ask why or let it go. Not react at all. I 'd just take in and disprove it or accept it||Get my Ideal on what I spent four and a half year on too work, |
Get my Non profit or an equally or better Non profit that accomplishes What I wish to accomplish; Started and growing.
Reestablish a working family unit with my three Child and theirs.
|Advertising? Owner/ Fonder||$24,000||$500,000|
|3/24/2015 21:02:44||Julie Ruppemail@example.com||260-797-2802||Mark Boersma||My biggest challenge is myself. Prioritizing activities, making the most of my time, and being fully present in each moment.||4||2||1||3||3||1||2||4||7||3||3||7||I would love help getting my business to the next level as well as putting together a game plan for getting our non for profit out of the idea phase and into the implementation phase.||I would like to be more relational. I would like to think of others feelings and emotions and relate to them.||Yes for sure||Yes||9||9||I would ask why they felt that way and what I could do differently to be more coachable.||I would want to become a Team Coordinator.|
I would want to promote a Team Coordinator.
I would want to loose 5 lbs.
|I am an Executive Team Leader with ACN, a broker for telecommunications and energy.||$65,000||$175,000|
|3/24/2015 21:03:29||Toddfirstname.lastname@example.org||260-797-3265||Mark Boersma||Finding the right environment that will use my gifts and talents.||2||3||4||1||1||2||3||4||3||5||7||5||Figuring out a profession that would use my gifts and abilities.||I would change my ability to make decisions quicker.||Yes for sure||Yes||10||5||First, I would consider the source. If it was someone that I trusted, I would ask them why they came to that conclusion, listen to them and then evaluate how I can change. |
If it was someone that I did not have a relationship with, the comment would not carry much weight and I would move on.
|1. Find a job that I enjoy|
2. Be coached on public speaking
3. Speak 3 times in front a large group.
|Sales. Territory Manager at Security Solutions ADT.||$65,000||$250,000|
|3/25/2015 5:04:48||Lauren Cassidyemail@example.com||630-673-0052||Carol||Having clients that last for a long time.||2||4||3||1||4||3||2||1||6||7||5||2||Customer retention||Be more savvy on Social media and technical things|
Not gossiping in front or about people when I am doing hair
|Yes for sure||Yes||Karen||3/31/2015||strategu session; Level 1 & 2 questions; invited to calls; sent follow up survey||Karen||10||2||Wrong||do and learn things that I have a hard time at. Like writing my blog |
Social media plan
have business for 11 years
|3/26/2015 10:59:27||Donald F Randolphfirstname.lastname@example.org||630-289-5550||Karen Carlson||Developing a new business||3||1||4||2||2||1||3||4||5||2||7||6||Marketing||procrastination||Yes, I think so||Yes||GingerAnne||strategy session; MCAT notes||Karen||7||7||I would be interested in knowing this, and why?||1. Understanding my product|
3. Developing leads
|Insurance and service Owner of company||$54,000||$72,000|
|3/31/2015 14:46:59||Vicki Williamsemail@example.com||334-233-5626||internet||Not having enough time to do everything that I need to do. People that make the same mistake over and over and expect different results.|
People that are more worried about what others are doing or not doing ; rathering than just doing their job.
|4||1||2||3||2||4||3||1||6||5||5||4||Facing conflict and constructive crictism in a positive manner.|
Time managment to allow time for my health and happiness.
|Lose Weight! and learn to relax||Yes, I think so||Yes||Karen||5||7||they might be right.||being able to take time to exercise and not always be in a hurry. Also would like the events of the day not control me.||mortgage business and I am the owner and loan officer/branch manager||$500,000||$1,000,000|
|4/1/2015 17:24:00||Jesse VanWayfirstname.lastname@example.org||801-901-8443||Brianne Edwards On Behalf of Business/Community Partnerships Meetup Group||My biggest challenge is learning how to build relationships (network) properly, in my own business, in my career outside of my startup, and with others on a personal level.||3||1||4||2||3||1||2||4||6||2||6||6||I would be happy to help others by drawing on my experience as a project manager, and 15 years of IT experience.||If I could change one thing about myself, it would be that I was more perceptive of others thought, feelings, and desires.||Yes for sure||Yes||Brianne||9||9||If someone said I was coachable at a 2.5, I would ask them to coach me on the reason they felt that way, and how they thought I could improve.||I would like to make progress on my startup, with a go-live possible within 6 months. I would also like to find employment outside of my own startup within the next 60-90 days, and a living situation that I enjoy, rather than the last-minute apartment I'm currently living in.||I am the owner of a mobile app/web startup, and currently seeking outside work as an IT Manager / Project Manager.||My income depends on the work I'm doing||My income depends on the work I'm doing|
|4/6/2015 23:57:15||Nathan Atwateremail@example.com||801-452-5104||Closing the deal. Perhaps missing the opportunity.||3||2||4||1||2||3||1||4||5||5||5||5||I want a small group to join my session once a week so I can refine it and get feedback from like-minded people.||My mind-set; I don't think "wealthy", I have been trying to change it for awhile now.||Yes for sure||Yes||Teresa||4/7/2015||scheduled session 4/9||7||8||I would ask them to explain so I can learn how to become more coachable. My goal is to attain a 10.||A team of like-minded people who attend my sessions weekly.|
A good website.
How to find clients.
|4/13/2015 19:32:21||Robertfirstname.lastname@example.org||303-260-9929||Mark||Time Management||3||2||4||1||2||1||4||3||5||3||8||4||Time Management||Waste less time||Maybe - depends||Yes||5||7||Wouldn't bother me||Time Management|
|Owner, two companies: |
RV Glass Specialties: Glass repair and replacement of RV's
Sled Dog Marketing Group: Business consulting and marketing for small businesses
|4/14/2015 16:50:09||Erinemail@example.com||630-497-0138||JoAnne McElroy||As with my answer to most questions, "It depends."|
Physically, I am currently challenged financially and it feels like that holds me back with everything else.
Process-wise, I am very challenged with understanding and navigating online tools/communities to gain a following with the goal of augmenting my business.
In terms of Personality traits, I am plagued by taking things literally and negatively.
|4||3||2||1||4||3||2||1||8||6||4||2||I'm seeking a mentor and really just trying to understand how to get into the mix of related communities, to connect with others doing related things, to gain a following with those who would be interested and engaged.||I tend to be very literal and to move slowly, trying to figure things out from afar when not knowing how or where to dive in, get creative and just figure it out. I also tend to feel negative or frustrated.||Yes for sure||Yes||Brianne||4/15/2015||LM||8||7||I would try to understand what their process was, what contributing factors are underneath that belief.||My goals for the next 90 days are the same with or without coaching:|
I want to finish writing my book and to understand what I need to know for publishing (traditional vs self-publishing and next steps).
I want to finish writing the workbook that goes along with it and begin printing and selling it on my website.
I want to grow my audience and engage in related communities.
|This is a complicated answer: I left a 9 year career in management consulting, specializing in change management/ organization effectiveness, to discover my passions, build a career around them and write a book about it. |
I am two years into that journey and did indeed discover my passions. I'm in the process of building a career as a writer, speaker and adventurer with a focus on personal transformation through nature and adventure travel/expeditions.
My current status is nomad without an income. I am roughly halfway through writing my first book. (more info: erinkmac.com)
|4/15/2015 12:08:18||Austinfirstname.lastname@example.org||413-443-9158||legacy partners||Cleaning out 40 years of clutter.||3||1||4||2||3||2||4||1||6||3||8||3||Getting rid of unneeded files, papers,clutter, junk, must-haves.||be more easy going||Yes for sure||No Thank You||mb||4/15/2015||Good lead to get all over quickly. :-)||6||7||They might be right?||rest, relaxation and vacation||managing partner in a local CPA firm||$300,000||$500,000|
|4/15/2015 23:14:44||Donna Sawicki||donna@ simplydonna.com||630-992-8000||Karen Carlson||Procrastination, overwhelmed, and over thinking things||3||1||4||2||2||1||4||3||5||2||8||5||Website, financials, and to have an assistant||I wish I got things done quicker||Yes for sure||Yes||7||6||Just surprised||Finish website|
Launch my product/offer
|Branding/Design - I'm it!||$5,000||$100,000|
|4/22/2015 13:19:32||Nicholas Coxemail@example.com||865-255-5605||Lana Sellers||Convincing everyone to move as quickly as I like to.||2||1||4||3||4||3||1||2||6||4||5||5||I would welcome the opportunity to have someone help me with money management and organization.||Sometimes I wish that I had more patience and could live more in the moment and not focus on what is to come.||Yes for sure||Yes||# not good, but works with Leslie||7||mb - I think a pretty good lead.||8||4||I would ask them if it is possible that the coach has not perfected the art of coaching?||1. I would like to significantly improve my organizational skills. |
3. Ability to quickly memorize things
|I am in the label manufacturing industry and my position is a sales representative.||$60,000||$150,000|
|4/23/2015 7:27:07||Lesliefirstname.lastname@example.org||865-202-3138||boss||assertiveness||3||1||2||4||3||4||1||2||6||5||3||6||mentor||nothing||Yes for sure||Yes||Lidia / Teresa||TL - 5/11 - set appt||8||mb - A very strong lead I believe.||10||8||I would listen to hear what they had to say||yes... Increase my sales to make more money||label industry||$150,000||$300,000|
|4/27/2015 20:28:06||Michelle Brownemail@example.com||616-202-8872||I am a need to have things in order person.||4||2||3||1||2||3||4||1||6||5||7||2||I would like help in finding a way to work a more flexible schedule.||I would be a more patient person.||Yes for sure||No Thank You||4||mb - May be a good Mastermind Partnership lead. Doubtful if strong AV lead but ? ? ? One of the E-VA's should do a Level 1 or 2 on him. Almost seems like he's looking to become an E-VA?||8||8||I would ask what area they believed I could be more approachable and coachable.||1. I would like to learn how to find virtual jobs. |
2. I would like to know how to solicit myself to find the most beneficial work at home virtual assistant opportunity.
3. I would like to learn what the expected future in said market is prospected to be in coming years.
|I am leaving the State of MI as a caseworker.||$30,000||$50,000|
|4/30/2015 12:11:04||James Wagley||Jewagley@gmail.com||832-326-6747||Brian edwards||Marketing for my business.||2||1||3||4||3||1||2||4||5||2||5||8||Marketing||More patience||Yes for sure||Yes||8||Try to understand why they have that perception.||New marketing ideas, raising capital,||Senior manager with Dupure International. And partner with First financial merchant services||$150,000||$250,000|
|5/11/2015 12:29:21||Jeanne Prombofirstname.lastname@example.org||630-991-3404||Kevin King||Maintaining the discipline and focus to adhere to my 6 most important list on a daily basis||3||4||2||1||1||3||4||2||4||7||6||3||This is a tough question, because I know what to do; it's, maintaining the discipline and focus to do it.||Wow, I don't think I'm anywhere close to perfection, but I pretty much like who I am. I guess having a better sense of awareness.||Yes for sure||Yes||TL||5/11 - had 30 min||10||I would do whatever it took to show they were wrong.||Double the size of my team|
|I own my own Mary Kay business and I am currently a Team Leader||$50,000||$150,000|
|5/11/2015 21:04:14||Carrie Garsteckiemail@example.com||630-740-6116||I say time mangement, but it could be a lack of passion/focus.||3||2||1||4||3||1||4||2||6||3||5||6||I am not sure.||I lack self confidence.||Yes, I think so||Yes||TL - also registered for live event||5/12/2015||3||I would be okay with that. I am not that far off from what I believe.||Again I don't know. I guess I would like the words to be able to communicate effectively and confidently.||I have 2 jobs, Human Resources with Pearson and Real Estate Broker with Daniel And Associates Real Estate.||$46,000||$60,000|
|5/14/2015 19:04:40||Tim Berneche||timothy@Berneche2.com||630-534-6654||Time||2||1||4||3||2||4||1||3||4||5||5||6||Hard to say, I've had a lot of good coaching over the past five years.||Not be so angry at the world.||Yes for sure||No Thank You||GC||5/14/2015||8||I would have doubts.||Honestly I am in great shape - I have a large church addition that is going to keep me busy the next 90 days, and I have a very good fee to where this should be the most profitable of my 10 years in business.||Architecture, Architect||$150,000||$300,000|
|5/15/2015 17:10:31||James Fostmeierfirstname.lastname@example.org||715-384-7878||Teresa Lekan||Not having enough Patience||3||1||4||2||4||1||3||2||7||2||7||4||Get better at marketing and making systems run more efficient||My ability to dunk a basketball. To be able to make decisions quicker.||Yes for sure||No Thank You||TL - James already talked with Mark, we're pursuing his team / the owner||5/15/2015||7||I'd ask them why they said that and figure out what I did wrong. Then I'd cover that topic more with them.||Mortgages - Marketing||$0||$0|
|5/25/2015 13:49:11||Mark Vordtriedeemail@example.com||314-971-0763||Randy Eickermann||o Changing Business direction|
o Skills at Gravity Marketing
|1||1||1||1||3||3||3||3||4||4||4||4||o Changing Business Direction|
o The ability to do Gravity Marketing and improve overall marketing of my businesses
|Change from doing work that I do phenomenally well, but don't really like--to doing something I love, that incorporates all my hobbies and passions, is fun, and is something that customers will pay a lot of money for.||Yes for sure||Yes||Brianne - He is a referral from Randy. We asked him to fill out survey prior to meeting with Mark. Emailing with him to schedule a 30 min.||8||5||This would happen if any "mix" of the following conditions existed in the coaching relationship:|
o The Coach was not qualified to coach--We all know there are thousands and thousands of "self-assigned" coaches out there...each with their own method--effective or not
o I have/ had no respect for the coach.
o The coach does an ineffective job of coaching me
o The Coach always preaches to the SAME "canned" materials and methods--and tries to apply them to everyone
o The Coach is more interested in the "razzle dazzle" of marketing their service like an Infomercial, than in "real-life" non-marketing execution
o The Coach hides behind electronics and is not courageous enough to address/ deal with "face to face" challenges that may occur with a client, either with the client's issues, or issues regarding the Coach's advice and technique
o The Coach himself is VERY narrow minded in his/ her belief system
|This is a hard one for me to answer in the context of not having spoken with you. To date, I have looked at your website(s), You Tubes and information about you on your website, and to be honest, I STILL have no idea what you do.|
It's clear that you do hundreds of things, you volunteer and do a lot of great things for people in your life. I applaud you for those things.
So, the fact that as a potential new client, I have not clearly understood what it is you do, and what you can provide to me (a well educated, successful person)...this suggests that either I am too "dense" to understand this....or that your approach to marketing and sales of what you do needs to be improved?
Currently, I do not understand what Value you could provide to clients since you " at first glance" per your info, appear to be a "highly energized" marketing master of virtually everything. I wonder about your ability to step out of the "marketing/ sales" approach and focus on a specific client's issues while leaving your BOS system on the shelf?....or at least acknowledging that there are hundreds of Coach-based "models" out there that may be equally effective.
I look forward to our discussion on these initial impressions.
Recognizing that your initial 1/2 hour phone discussion, like many marketing/ sales techniques, is designed to "Wow" a client, knock their socks off, and provide stimulus to "hook" a new potential client into your programs, I am willing to hear more about it.
|I have owned and operated my Management Consulting firm for 20 years now. As a highly experienced "change agent" I do:|
o Executive Coaching
o Organizational Cultural Change
o Process design/ redesign for Performance, Effectiveness and to become more competitive
o Design of ISO 9001, ISO 13485 and AS9100 Quality Systems
o Implementation of QA/RA requirements for FDA and other Regulatory bodies
o Provide consulting support for Manufacturing, Aerospace and Medical Device Manufacturers
|Seriously?...you can bring me this?||Seriously?...you can bring me this?|
|5/27/2015 10:45:42||Edward Reevefirstname.lastname@example.org||630-650-9550||Kevin King||My biggest challange is: getting people to believe me when I tell them what I feel and know about something is true. Overcoming their FEAR is the hardest thing to do and so frustrating that I almost give up, then I look at my goal and it is worth the pain to get there!||2||3||4||1||4||1||3||2||6||4||7||3||A message to send to people under 10 words that will definetly knock their socks off!||My voice, it sounds like a woman to many.||Yes for sure||Yes||schedule 30 minute with Karen, Teresa, Gingeranne - not strong lead||9||They are wrong.||My goal over the next 90 days would be at least 25 customers and 4 associates.||Electricicity and natural gas conversion to a lower cost GUARANTEED!|
I guess you could officially call it MLM or networking, it is a little of both.
|5/27/2015 16:20:28||Paul||Paul@WilsonABQ.com||505-293-1224||Don't know.||Time prioritization||4||2||1||3||4||2||3||1||8||4||4||4||Systems.||I am just fine the way I am.||Yes for sure||Yes||already a client||9||Bring it.||Control of time-day.|
More time-freedom (to create).
|Real Estate; Broker-Owner of boutique company.||$200,000||$500,000|
|5/28/2015 15:07:46||Michael Kellyemail@example.com||630-291-0400||Karen Carlson||Talking to enough people and following a plan||3||1||4||2||2||4||3||1||5||5||7||3||lead generation.||greater since of urgency||Yes for sure||Yes||Karen?||6||Would say I wasn't that low on the scale||Call on potential clients with greater confidence.|
Increase number of calls
consistency in following a plan of action
Area Vice President
|5/28/2015 19:02:05||Staceyfirstname.lastname@example.org||630-803-1126||Karen Carlson||Customer acquisition.||4||3||2||1||2||4||1||3||6||7||3||4||Customer acquisition.||More decisive.||Yes for sure||Yes||Karen?||8||I would not care that much.||Custom acquisition help.||Art and design. Art director.||$80,000||$150,000|
|6/1/2015 14:53:01||Johnemail@example.com||561-364-9000||Mark Boersma||What to do to survive.||3||1||4||2||3||1||2||4||6||2||6||6||growth||To be organized||Yes for sure||No Thank You||Lidia||8||I'd probably ask them why they thought that way and could we change that.||Have a clear and executable plan|
See the plan implemented
Start to see positive results
|$100,000||Get business to thrive again to position it for sale|
|6/2/2015 19:03:40||Aaron Schmidt||Aaron.firstname.lastname@example.org||573-305-6844||Misty Reynolds||Sometimes it is time management. Cold calling||2||3||4||1||1||3||4||2||3||6||8||3||Cold calling||Organization in the office. Priorities||Yes for sure||Yes||Mark/Misty||6||I would think they were wrong.||Cold calling. Organization. Setting goals||Insurance industry. Insurance agent||$55,000||$100,000|
|6/3/2015 10:33:07||Candy Craneemail@example.com||2317335664||not enough time in the day||4||3||2||1||2||1||4||3||6||4||6||4||making time for everything||I would like to be more of a people person||Yes for sure||No Thank You||called - no interest||9||I don't think I would believe them||Time management|
|Digital Printing - Controller||2%||20%|
|6/4/2015 3:49:08||Lara firstname.lastname@example.org||636-359-8049||Misty reynolds||Talking to "strangers"||2||3||4||1||2||3||4||1||4||6||8||2||Talking to "strangers"||Talking to strangers||I don't think so||Yes||Mark/Misty||4||Good luck||I don't know||Retail sales, advanced consultant||10000||30000|
|6/4/2015 16:03:56||Edward Reeveemail@example.com||6306509550||Lidia Morales||Getting people to believe that what I'm doing is real!||3||2||4||1||3||2||4||1||6||4||8||2||Learning to get people to believe.||My voice, it sounds like a woman.||Yes for sure||Yes||9||I would say they are totally wrong.||Change my voice, my apperance and my attitude toward leaders.||Energy industry MC.||12000||15,000 a year more.|
|6/8/2015 12:43:06||Dan Oehlfirstname.lastname@example.org||509-944-5410||Steve Minnich||Single income household. Saving enough money for retirement. I want to purchase a home. Now living in one of my rentals. To have enough money to retire someday. My insurance practice could be run without me but I can't depend on that.||2||3||4||1||2||1||4||3||4||4||8||4||Direct me to financial freedom. I've always felt that I was good at that. Now the stock market is way too high. It's just gambling now. I have real estate. I purchase rentals and I can control the success of this investment. Time could be a challenge as a single dad. I could spend a bunch of time researching but just so many hours in the day.||Spend more time doing things I think I would enjoy. I work too much instead of spending time at the lake or camping, fishing. I'm always worried about money. I feel like I'm wasting the opportunity.||Yes for sure||No Thank You||8||shocked but would want to hear reason behind that and would be open to adjusting evaluation of myself||1. Where I can see my money growing and have access to that|
2. How I can be better at time management and more free time and working time is more effective and efficient
3. Business coaching to get external help on how I can improve
|Home and auto, commercial, business, also life insurance but only term and whole life (not IBC designed) no health insurance|
buys his own health insurance through MediShare
|$60k / $1k living exp||$1 million / realistically $100K|
|6/8/2015 13:20:54||Steve Grannemannemail@example.com||573-486-3127||Misty Reynolds||Figuring out my biggest challenge. Ha!!||2||1||3||4||1||2||4||3||3||3||7||7||Obtaining listings.||To quit using Tabaco.||Yes for sure||No Thank You||GingerAnne||5||I could understand why they thought that, as I can be set in my ways sometimes.||Learn how to help my clients better.|
Develop better organizational skills.
Learn better marketing techniques.
|6/9/2015 16:18:10||Karen I Boykinfirstname.lastname@example.org||314-800-1139||Teresa Lekan||Operational system break downs that are out of my control, ie. on the vendor / service provider side that eat up my staff's time and cause me to spend time getting involved in things that do not produce revenue.|
Additionally, like most sales people, plenty of well qualified ideal client prospects to meet with.
|1||2||4||3||2||1||4||3||3||3||8||6||Streamlining my technology across all of my vendors/service so that operations and marketing processes could run more smoothly.||I've been doing focused, intense work in this area for the last 3 years more than every in my life, and it has paid big dividends. If anything, I want to live and embrace fully every day, all that the day unfolds. I try to control less and allow more and believe that others are capable and are willing to help me succeed.||Yes for sure||Yes||already scheduled for 6/22||9||I'd consider that view point and ask what observance gave them that impression. I'd listen as openly as possible and look for other times that someone else in my life may have told me the same thing.|
I am also not responsible for other's filters, only for the energy that I put out to others. If I find truth in the statement " you are coachable at a 2.5", I would apply EFT and meditation toward becoming more coachable.
|I have a mindset coach I've been working with for three years and a referral coach I've worked with for a little longer than that.|
My next area to tackle is practical applications for streamlining operations and marketing. Even though I have people working for me who I trust in both areas, my current belief is that my two main vendors for my business are under staffed and difficult to do business with. However, from a monetary stand point, it makes sense to continue with them.
|Insurance and investments; financial, estate and retirement planning|
|6/10/2015 11:36:15||Mike Sandersemail@example.com||314-327-3932||Teresa Lekan||Procrastination||1||2||4||3||2||3||1||4||3||5||5||7||Procrastination and finishing||Reaching my full potential||Yes for sure||Yes||already scheduled for 6/16||7||I would believe them because their perception of being able to teach me presents an obstacle to me learning.||Complete my systems for prospecting and closing|
Educate myself more on what I sell
Develop a system for duplicating myself
|6/10/2015 12:11:18||Dawn Pagefirstname.lastname@example.org||573-680-7509||Misty||Right now my biggest challenge is finding a way to get others to see the future and know that change isn't always a bad thing.||4||3||1||2||1||2||3||4||5||5||4||6||Finding a way to get help in my business and bring in enough to cover that cost.||I don't think anything, but If I had to pick one thing I guess it would be planning. I use to be a great planner and now I slack in that area.||Yes for sure||Yes||GingerAnne||8||7||I would tell them that I can listen to new ideas, I can take criticism and admit when I am wrong and am always open for new and easier ways of doing things.||How to get others to listen.|
Better time management I think.
Less hours at work.
|Graphic design work on custom t-shirts||$50,000||$125,000|
|6/11/2015 10:10:20||Sofia Leonemail@example.com||630-849-1831||Mark Boersma||Communication Skills||2||3||4||1||2||3||4||1||4||6||8||2||Career.||Confidence. I want to be confidant enough in myself and work to accept rejection.||Yes for sure||Yes||8||7||I work harder to prove them wrong. I would ask what areas they see me failing in and go above and beyond their expectations next time they see me.||Confidence.|
Team Building Skills.
|World Financial Group.|
|$2,000 monthly||$5,000 monthly|
|6/11/2015 10:16:28||Sofia Leonfirstname.lastname@example.org||630-849-1831||Mark Boersma||Confidence.||2||3||4||1||2||3||4||1||4||6||8||2||Career.||I would like to be confidant enough to accept rejection.||Yes for sure||Yes||8||7||I would ask them their reasoning behind it and go above and beyond to change their mind by the next time I see them.||Confidence. |
|World Financial Group|
|2,000 Monthly||6,000 Monthly|
|6/17/2015 16:47:36||Walt Trockemail@example.com||224-532-6116||do not know||My personality is straight forward and blunt. I seem to lack the normal graces exhibiting what seems like very little empathy. In being so direct, I expose too much of myself too soon way turning most people off.||2||3||4||1||4||1||3||2||6||4||7||3||Financial backer||Learn how to be a better listener.||Yes for sure||Yes||Mark - scheduled 30 min. for 6/18||6||6||I would ask for an example to emphasis what they are referring too.||1. Establish good rapport with 10 producing loan brokers|
2. Launch the new SBLC company
3. Cruise the Mediterranean on a 30 day voyage.
|Commercial Lending, Company developer.||$150,000||$250,000 annually|
|6/19/2015 17:24:14||Randyfirstname.lastname@example.org||(331) 684-8880||Staffing||2||3||4||1||1||4||3||2||3||7||7||3||Market my business||Aggressiveness||Yes for sure||Yes||9||6||I will accept it||Increase Sales|
Get More projects
|6/24/2015 10:02:55||Terryemail@example.com||214-679-9042||Legacy Partners email||Knowing what to say when meeting someone for the first time.||3||2||1||4||2||1||4||3||5||3||5||7||Speaking on the spot. Finding the correct words instead of my brain just freezing.||Better planning and organization.||Yes for sure||Yes||Angel||10||8||I would like to know why.||Organization|
Speaking on the spot
|Commercial Real Estate|
Property Management - Office, Industrial, Retail
|7/1/2015 6:38:44||Jody||Blair1977@aol.com||630-373-8394||Karen carlson||Motivation, the long process if building good solid relationships and follow up.||4||3||1||2||4||3||2||1||8||6||3||3||Flow of two minute what is it!||Weight||Yes for sure||Yes||Karen - Speed Coaching||9||5||Be surprised because I take direction well.||Accomplish 2 levels in this organization.||Direct sales. Independent distributor||100,000$||400,000$|
|7/1/2015 9:25:35||Greg Reaganfirstname.lastname@example.org||(704) 376-8415 ext 232||Legacy Partners E-mail||Financial pressure.||2||1||4||3||3||4||2||1||5||5||6||4||Yes.||Level of self-confidence.||Yes for sure||Yes||Angel||7/2/2015||8||8||I would want to know the basis for that assessment.||1. Land several new income producing projects.|
2. Have a workable strategy for work/life balance.
3. Create a 100% debt elimination strategy.
|Forensic accounting in public practice; expert witness in courts of law; performing business valuations, fraud investigations, commercial and family law litigation support. I am the organizer and managing member of Reagan FVL, LLC, a new business entity in Charlotte, NC.||$165k||$500k|
|7/1/2015 13:46:39||John Barnakemail@example.com||630-439-6385||Karen Carlson||Time Management||3||1||4||2||2||3||1||4||5||4||5||6||Time Management||Nothing||Yes for sure||Yes||Karen - Speed Coaching?||note: Ed Kirch's Renatus team member - meets on Thurs morn||10||2||They don't know me||Efficient Scheduling, Time Blocking, Lead Generation||Real Estate, Investing, Team Building, Personal Development, and Business Builder||100,000||250,000|
|7/2/2015 8:47:52||Marcia Taylor||Marcia@WhiteRiverTeam.com||901-490-4828||Karen Carlson||Myself. I have a hard time thinking outside the box. Also, I am great at planning but not so good at execution. Follow through is tough sometimes, when there is not an immediate reward - i.e. paycheck.||3||4||2||1||3||2||4||1||6||6||6||2||Self-confidence and conflict resolution.||To be better at conflict resolution.||Yes for sure||Yes||Jewel's Team member||5||4||I'd be offended but would probably listen.,||Century 21 LeMac - Associate Broker||25,000||100,000|
|7/14/2015 14:18:00||pablo firstname.lastname@example.org||5-916-032-0687||Mark Boersma||I'd say that my every day biggest challenge is to be able to accomplish the given task. When I asked to do stuff that I've never did before is always kind of scary at first, but I also like at the end when I successfully complete the task and the most important is that I've learnt a new thing and I'm a little better than I was yesterday.||2||3||4||1||2||3||1||4||4||6||5||5||I'd love being help in doing a better use for my time.||Take more time before making decisions. Sometimes I rush myself and realize that I could have made a better choice.||Yes for sure||Yes||Mark Boersma will cover - possible programmer||10||5||I'd say that you shouldn't judge a book by its cover, right?||Learn new cool stuff.|
Prove my capacities.
Have a new friend.
|I'm in the software industry, I'm a .NET lead developer.||6000 $us||12000 $us|
|7/20/2015 15:16:03||Mr. test||test||test||test||test||4||4||4||4||4||4||4||4||8||8||8||8||test||test||No, I would not want to know||No Thank You||10||test||test||test||test||test|
|7/22/2015 23:17:42||savan email@example.com||1-213-928-7757||In my life i have faced many challenges like starting my company from ground , i am self-made , self paid CEO.||2||1||3||4||2||4||1||3||4||5||4||7||I will be very happy if i will get guidance from more experienced person in my life in regards of career , business and life.||In some cases in my team employees are listening music in working hours when i am not into the office , when i am seeing someone like that then i am shouting on them to stop listening music in working hours ... I am getting angry on them .... I want to remove this angry word from my life.||Yes for sure||Yes||10||8||If someone tell something like that then i will simply accept that and ask him like how to improve my self to reach at 10.||like i said, if I will get coached by someone more experienced then me then i will try my best to learn all the things from him after all it is beneficial for me.||I am in IT industry working as a CEO.||$25,000|
|7/23/2015 10:46:43||Clement Smith IIIfirstname.lastname@example.org||310-850-7072||Angelina Flemmer||Creating a system and the discipline and structure to work the system.||2||3||4||1||1||3||4||2||3||6||8||3||Creating simple and effective techniques and marketing strategies that create results||to have a deeper spiritual relationship||Yes for sure||No Thank You||9||9||It would be time to listen and try to understand why there is a difference from what I believe to what they perceive||create a working system, apply the discipline to work the system, and be help accountable to the system.||Mortgage lending (Loan Originator)||60,000||$350,000|
|7/23/2015 20:11:03||Whitemail@example.com||630-465-9801||Getting enough prospects to call.||3||2||4||1||2||3||4||1||5||5||8||2||Networking||Get rid of fear and insecurity||Yes, I think so||Yes||8||7||Wow!||1. Average 15 meetings/ week.|
2. Make $25k
3. Take my wife out for a weekend.
|7/24/2015 9:45:10||Sylvia Richardsfirstname.lastname@example.org||641-451-0527||Mark Boersma||Time management.||3||2||4||1||4||2||3||1||7||4||7||2||Goal setting.||Be more organized.||Yes for sure||Yes||8||8||Try me and see! Also, I would want to know why they thought that to see if they might have a point.||Complete the training.|
Get started earning income.
Estimate how long it would take me to earn $2000 per month, and how sustainable that income is likely to be.
|Higher education. |
Student loan administrator for the Accounting Professionals MBA program.
|7/26/2015 23:12:21||Steven Guestemail@example.com||011-91-7022662466||LinkedIn - Mark Boersma||Administrative responsibilities that are incumbent to my position||1||2||4||3||3||2||4||1||4||4||8||4||getting the details ordered and attended to for me||I would like to be able to ask for help, thus not having to explode when I just can't handle any more||Yes, I think so||Yes||8||7||I would disagree with them (silently) but would ask them for "evidences"||(1) I'd like to analyze my routine and find out what I am doing "wrong," that is, why I am not being as productive as my peers; (2) discuss some reasonable expectations for the things I need to do professionally (occupational responsibilities); and (3) set some goals for personal/professional development||Education - Head of Department, Old Testament (teaching at a seminary in India)||I am provided for at a reasonable wage, but it is a fixed income||I am provided for at a reasonable wage, but it is a fixed income|
|8/6/2015 12:13:08||Urica Humphries-Blackwellfirstname.lastname@example.org||512-552-2490||Procrastination and updated skills to approach the marketplace||2||3||4||1||2||1||4||3||4||4||8||4||Encouragement and being around like minded individuals will allow me to stay focused and keep the big picture in mind.||I would stop doubting my capability to be ssuccessful beyond measure||Yes for sure||Yes||9||8||That would mean i need to improve. If i trust their judgement, then i understand that sometimes we see ourselves at places or levels we really have yet to arise to.||How to put an effective system in place to keep up with activity after I increase activity and production|
Set SMART goals and attain them
Building Relationships not just Rapport
|Direct Selling, Sr. Director||80K||6 figure income|
|8/11/2015 20:08:32||Kim Orsini-Pentaemail@example.com||617-816-2708||Teresa Lekan||In business, dealing with bureaucratic idiocy.|
In career, overcoming long-standing perceptions and introducing new, unknown products (although this is actually a lot of fun!)
In life, overcoming my family's long-standing belief in my lack of value.
|3||2||4||1||2||1||4||3||5||3||8||4||Building confidence!!!||My horrible time management!!!||Yes for sure||Yes||Teresa - getting her started in special Level 2 AV coaching||8/12/2015||7||7||I would ask why.||In order:|
1. Better understanding the DNA of People
2. Better understanding the DNA of Business
3. Better understanding the DNA of Life
|Fine wine and liquor import/distribution||500,000||5,000,000|
|8/24/2015 18:42:12||Jim||Jimgraf01@gmail.com||530-525-0628||Mark||Enough prospects in my sales funnel from lack of long term daily prospecting||2||1||4||3||2||1||3||2||4||2||7||5||Having a mentor when difficult days or weeks put me off my system. Keeping long term perspective.||Having more courage and persistence during the low periods in my business.||Yes for sure||Yes||TL - 8/25 - not sure if he's connected into something else? I tried calling 2x and the call can't be completed as dialed/no longer in service||9||7||I would say let's prove it||Consistent daily prospect calls that generate a conversation with D/M, 1 appointment per every 5 I speak with, 1 new benefit enrollment for every 5 I meet with||Family legal and identity theft plans sold as a voluntary employee benefit||50k||100k net commissions|
|9/11/2015 9:30:43||Candacefirstname.lastname@example.org||239-821-1821||Teresa Laken||Presently, the biggest challenge in my current career is getting others to know the difference between pyramid scheme and excellent opportunity.||4||3||2||1||3||1||4||2||7||4||6||3||I believe others could teach me more than what I know about leadership. This is my #1 love about meeting people. I am able to find qualities in others that I could incorporate within my everyday life. I strive to be the greatest version of myself.||How to listen at a deeper level.||Yes for sure||Yes||TL 9/11 - replied to her email asking what time works - tried this first before calling since she emailed me after this||8||8||I would ask why he/she felt that way and in what ways they feel I could improve.||1. Becoming the best leader|
2. Getting my company's name and benefits to more people.
3. Helping others improve themselves.
|Health and wellness|
|9/15/2015 5:07:33||Dennis Shultsemail@example.com||219-844-0866||Ginger||Sales of Advertising||2||1||3||4||2||3||4||1||4||4||7||5||Sales of Advertising and engeering||Age||Yes for sure||Yes||8||5||Don't believe||Get Sales going||Radio-Producer||0||500,000.00|
|9/19/2015 8:56:14||Craigfirstname.lastname@example.org||219-746-2693||Amber Kelly||Taking time off||2||3||1||4||4||3||1||2||6||6||2||6||time management||I would make myself taller but then shorter||Maybe - depends||No Thank You||Amber||9/21- Has had coaching in the past so is not interested in that right now. Was interested in white papers though. I sent him 2 that related to his B.C.||8||I would say thanks.||Accomplish goals||real estate broker||100,000||1 million|
|9/21/2015 17:56:01||Dhiren Shah||"Darren"||email@example.com||219-669-0021||Teresa||Immediate challenge is that we are building state of art giant business model, but are not prepared with Grand opening, employees and event management..||1||2||4||3||3||1||2||4||4||3||6||7||HR, and management tier||change from being one man army.||Maybe - depends||Yes||Teresa||TL- 9/21 - scheduled 30 min w/ Mark for Thurs 9/24 at 4 pm||mb - 8, Change: orgnize myself - know technology // 2 listening skills // 4 sales // 7 Urgency - Why? I can feel the process. Time is running out. // 7 procrastinate - Why? Hobby of reading / gathering knowledge // Coaches response: Not tollerating it at all. Need self-discipline - work? I would say give me a little time, but yes. // (7) - I would believe it. Additional Info: In last 10 years, my wife immiagration issues - 7 years for this - employee back stabbed me. He stole money. Reciently added cousin as a mentor / coach, took 30% of ownership. // 1 on 1 coaching: No, but under process of going through Tony Robbin's Plantium coaching - signed up last week - 1st coaching session on the 8th of Oct. // Phone 1 on 1: 1 year - 30 minutes per week, 3 times a money. Cost: $6,000 for a whole program.||8||6||it's your challenge to coach me. I would believe it.||HR, go over with detail structure my business, train employees - mb: Worked with friends and family. If hired people, back stabbed me, not able to train people properly. - 3 employees - Would like to have 4 to 5. - Wife and father - not really customer - wife pregnat - 4 1/2 daughter - 2 - Need full time and 3 part time.||Cigar and vape lounge, adding craft beer and wine.||$250,000||$350,000|
|9/28/2015 14:37:51||Seung-woo Songfirstname.lastname@example.org||267-519-7907||Meetup/Amber||Life||2||1||3||4||4||2||3||1||6||3||6||5||Business||My personality(Character).|
I am too quick to everything.
|Maybe - depends||No Thank You||TL - tt 10/1 - BC is more meeting people / no real challenge; had good conversation and encouraged him to join MM calls / NW IN coffee connections||8||I will ask him how can I coachable to 8 or 9||1. Improve English and Spanish|
2. Learn to dance
3. Learn to meditate
|Pharmaceutical industry and international sales and marketing||95,000||Go back to Philly with more money|
|10/2/2015 12:29:29||Courtney Murray||Murray.email@example.com||713-494-5172||Amber Kelly||Wanting information to be presented precise, smooth, flowing yet since that's not my natural gift I have to overcome that and be comfortable with how I do present information and realize people understand differently.||2||1||3||4||2||1||4||3||4||2||7||7||Having that natural ability to have a continuation in conversation and not have to try and think how to make it continue to flow with enthusiasm and grace combined.||To have the ability to start opening conversations with people.||Yes for sure||Yes||Amber||10||Ask them why is that and what can I do to improve that.||To complete my personal goals.||I'm a beginner in Team National. |
I'm a full time dental assistant.
|7k monthly||15k monthly|
|10/2/2015 12:54:54||Courtney Murray||Murray.firstname.lastname@example.org||713-494-5172||Amber Kelly||Wanting information to be presented precise, smooth, flowing yet since that's not my natural gift I have to overcome that and be comfortable with how I do present information and realize people understand differently.||2||1||3||4||2||1||4||3||4||2||7||7||Having that natural ability to have a continuation in conversation and not have to try and think how to make it continue to flow with enthusiasm and grace combined.||To have the ability to start opening conversations with people.||Yes for sure||Yes||Amber||Appointment set for October 8th at 5pm||10||Ask them why is that and what can I do to improve that.||To complete my personal goals.||I'm a beginner in Team National. |
I'm a full time dental assistant.
|7k monthly||15k monthly||30 minute||Amber||1||sched. 30 min|
|10/7/2015 9:54:58||Dave Rossaemail@example.com||309-236-9195||an email||Taking action.....having a daily action plan||3||2||4||1||4||2||3||1||7||4||7||2||Action Plan||5 million in my bank account||Yes for sure||Yes||Angel||7||Interesting.....why is that?||Hire a full time assistant, Written Action plan(s) and goal(s), Close out year with another 1.5 mill in volume (over 3 for the year then)||Real Estate: Realtor, Investor, Property Manager||50k||250k yr||30 min||Angel||1||sched. 30 min|