Greg Update

MRR: $4,146

Overall – this week was a win even though I’m at same revenue.

  • A bit discouraged, but at the end of the day I’m feeling good.
  • I do feel a bit overwhelmed for sure
    • certifications
    • investing in myself
    • travel
    • getting home, kind of fighting a potential cold
  • And really continuing to hone in on the pricing component which we’ll be diving deeper into in the next episode.


  • Failed the Start of week 1 of the new sales cadence BUT having sales calls from conference.
    • Switched to Hubspot CRM as I mentioned in last episode and trying to figure out the best way to use it with my new sales cadence where it’s not adding work which has proved to be more challenging than expected BUT
    • I think I have the new method which I learned today so


  • WIN – Finish playbook – I’m really pleased with how it came out and will be able to turn them around much faster as I’ve documented most of the process and can now have some of the up front leg work done by my team.
  • SORT OF 3-5 hours of IS studying – got about 1-2 hours.
  • WIN – Finish webinar I’m giving Monday
  • WIN – Mobit studying / assessment
  • GOT MOVED – second level discovery call
  • WIN  – Podcast Interview series for MF that starts this week
  • A few prospects that want to work together we’re just ironing out details
    • David
    • Brennon
    • John (Lawyer)
    • Ilan
  • 60% complete with new sales script for phone calls


  • A proposal to put together which could introduce a new pricing model opportunity which we’ll talk about next week.
  • 50 prospects through one full week of new sales cadence
  • Week 1 of implementation coming out of the last playbook we did
  • 4 sales calls
  • Authority conference
  • Mom gets into town Ffriday

Biggest takeaway:

  1. The upfront time to put in the systems / templates /worksheets is well worth the time for me right now.
  2. I need to step up the sales game and this weekend I’m going to spend time getting my 50 prospects queued up for the new cadence starting monday.

Justin Update


  • Thinking of switching CRM’s yet again. I have a nailed down sales process ready to go, it’s just a matter of finding the right system to handle it. Even if I do switch, I would still continue to use Sidekick.
  • Don’t yet definitively know what I’m going to do about the CTO position. I was hoping to have that finalized this week. However, I’ve decided to just kind of take it slow and not rush into anything. I have had a couple of people reach out asking for more details and someone from our facebook group is one of them as well. So cheers to the group for that.


  • WIN – Hit $10k/mo in MRR – we’re at $10,480. However…we have a customer downgrading for one month next week which is going to be negative $1,000 as he had a pretty high tax bill he said. He called me to assure me it’s only for 30 days and he wants to fire it back up. So we shall see. I also think I’m going to stop providing monthly income reports on the LeadFuze blog since I talk about it here on this podcast every week.
  • WIN – Had 11 sales calls this week. I feel like this is the right balance. Last week I had around 16 which felt a little overwhelming and limited what else I could do. If all I was doing was sales, I’d want 20 per week, but I have so many other things on my plate right now I want to try and keep it around 10. My takeaway last week was to find the right balance and I think I did this past week so I want to keep it that way.
  • WIN – Case study is done!!! My designer is now working on it and already sent me a mockup to review.
  • WIN – Told my subscribers that I wasn’t going to be doing a monthly review post any more and no one cared. I don’t know if that’s a win or a fail.
  • WIN – I had 3 leads this morning that came from referrals from three different customers. That is a pretty cool feeling and you know you are on the right track when those things start happening.
  • WIN – I did refine next steps of our software so that I can start having deeper conversations with developers about what we need to do.


  • I want to have at least 10 more sales calls lined up next week as well.
  • Figure out what I’m going to do on the development side of things. Either go with a CTO, hire a developer part time, or go the project based route for now.


It’s good when you have a system in place because then you know exactly what you need to do to make that system work. It’s because of this that I am still looking into CRM software that will match the system I have created. I don’t want to have to adapt my system to the limitations of software if I don’t have to.

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