SUITE OF SERVICES

SOLUTIONS

RECRUITING SOLUTION

Recruit & Retain a Team of Highly Profitable Originators

  • Investing 5 Hours a Week or Less

  • With ZERO Cold Calling

  • Appointments dropped right on your calendar

  • A Pressure Free Recruiting Process

  • Only talking with qualified, productive talent

  • Only working with people you enjoy

ALLIANCE PARTNER SOLUTION

Build Relationship w/ Revenue-Generating Referral Partners

  • Investing 3 Hours a Week or Less

  • With ZERO Cold Calling

  • Appointments dropped right on your calendar

  • A Pressure-Free Process

  • Only talking with qualified, productive talent

  • Only working with people you enjoy

A LA CARTE CONSULTING

Performance Coaching
[10-Pack]

Vision starts with YOU. We’ll work on self-discovery, integration, and expansion through breaking down your Natural & Adapted Behavioral Styles, Motivators, and the KASH [Knowledge, Attitudes, Skills, Habits] required for mastery of your role.
+ Includes 3 Behavioral Assessments

    • C-Suite/ Expansion Leader

    • Branch/ Team Leader

    • Mega Originator

  • Conference Line

  • 10 1-hr Sessions

Vision Architect
[10-Pack]

Get clear on your vision and the strategic path to achieve it. We’ll work on messaging your vision in a clear & compelling way and building your Criteria around the People, Processes, Production, Portfolio of Relationships, and bottom-line Profit you’ll need to bring it to life.

    • C-Suite/ Expansion Leader

    • Branch/ Team Leader

    • Mega Originator

  • Conference Line

  • 10 1-hr Sessions

Candidate Journey
[10-Pack]

Deliver a candidate experience you’re proud of. One that is built on symbiotic vision and will save you the cost of a bad hire. We’ll work on systematizing each step of your Candidate Journey to build an operationally excellent recruiting pipeline that attracts, captures, nurtures, and converts top-producing talent. Retention starts with the 1st conversation.

    • C-Suite/ Expansion Leader

    • Branch/ Team Leader

    • Mega Originator

  • Zoom

  • 10 1-hr Sessions

Relationship Portfolio
[10-Pack]

Develop a nurture sequence that effectively nurtures your portfolio of revenue-generating relationships. We’ll work on building the types of touches you need for optimal “right-now” and long-term conversion using our simple framework- guiding you through the build-out and distribution of each creative through a well-formed funnel.

    • C-Suite/ Expansion Leader

    • Branch/ Team Leader

    • Mega Originator

  • Zoom

  • 10 1-hr Sessions

Indoctrination Campaign
[10-Pack]

Seed your vision in your target marketplace to trigger inbound interest from qualified candidates. We’ll work on building an online funnel featuring 6 simple compounding videos that cast your vision in a clear & compelling way with a targeted Call-To-Action to systematically turn a once cold audience into warm relationships.

    • C-Suite/ Expansion Leader

    • Branch/ Team Leader

    • Mega Originator

  • Zoom

  • 10 1-hr Sessions

The Closer
[10-Pack]

Become a Closer. Lot’s of people can make offers… few can close them. We’ll work on developing a full-scope understanding of the psychology of the sale and mastering the skills required from crafting the initial offer to getting the “yes” to on-board & committed day 1.
*The #1 package most people need to get results.

    • C-Suite/ Expansion Leader

    • Branch/ Team Leader

    • Mega Originator

  • Conference Line

  • 10 1-hr Sessions

Making The Offer
[10-Pack]

Get ad hoc support in architecting Offers candidates can’t refuse that make you both money. Talk through a candidate’s unique needs and the resources you have available to meet them, and piece together creative, cost-effective solutions that convert. Building an attractive, mutually beneficial, and low-risk Offer is one of Joe’s greatest superpowers.

    • C-Suite/ Expansion Leader

    • Branch/ Team Leader

    • Mega Originator

  • Conference Line

  • 10 30-min Ad Hoc Sessions

Value Proposition
[10-Pack]

Why would someone join you in your vision? How is their vision met through yours? We’ll work on identifying your unique value proposition at each stage of organizational growth and how to position yourself as, and become, a true gatekeeper for the candidate to breakthrough their current ceiling.

    • C-Suite/ Expansion Leader

    • Branch/ Team Leader

    • Mega Originator

  • Conference Line

  • 10 1-hr Sessions

Discovery Day
[10-Pack]

Ready to roll out the red carpet for great talent? We’ll work on creating an immersive discovery experience that “wows” top tier talent from invitation to travel & accommodations to an organized line-up of subject matter experts on each aspect of how their business will seamlessly piece into and be supported by yours.

    • C-Suite/ Expansion Leader

    • Branch/ Team Leader

    • Mega Originator

  • Zoom

  • 10 1-hr Sessions

IMMERSIONS

Discovery Day
[1-Day]

Breakthrough your current ceiling. Clear the noise, and get clear on where you are, what’s next, and WHO you need to get there. We’ll take a step outside your business and look at it through the lens of 9 core components to identify what’s working & what’s not, and create a systematic game plan for growth. We’ll walk out with a handful of immediately actionable objectives that will make the difference in your capacity for and ability to grow. This day is your launchpad into the next stage of organizational growth.

    • C-Suite/ Expansion Leader

    • Branch/ Team Leader

    • Mega Originator

    1. Our Vision Architect workspace in Boulder, CO

    2. Destination Location of your choice

    3. On-Site at your location

  • (1) 8-hr Day

Vision Architect
[2-Day]

On “Building Business by Building People.” Great vision requires great talent. We’ll work on building your business plan with an emphasis on WHO. Who do you need? How do you message your vision to them in a clear & compelling way? What kind of production and processes must exist to support them? How do you coach them into vision in a way that builds consistent & growing income, a client experience you’re proud of, and freedom. Freedom FROM the work that sucks the life out of you and freedom TO focus on the work you love.

    • C-Suite/ Expansion Leader

    • Branch/ Team Leader

    • Mega Originator

    1. Our Vision Architect workspace in Boulder, CO

    2. Destination Location of your choice

    3. On-Site at your location

  • (2) 8-hr Days

PLAYBOOK

Vision Architect Playbook
[6 Sessions]

Build your custom expansion Playbook. We’ll work with you on systematizing every step of your Candidate Journey from recruiting through selection, training, and retention into a brand-specific Playbook to serve as your team’s roadmap for building relationship with each candidate and self-managed profitability with those you bring on board. Your greatest asset.

    • C-Suite/ Expansion Leader

    • Branch/ Team Leader

    • Mega Originator

  • Zoom

  • 6 1-hr Sessions

PARTNERSHIP PACKAGES

RECRUIT

Recruiting Solution

+ Discovery Day [Immersion]

+ Vision Architect [Consulting 10-Pack]

+ RS Candidate Journey [Consulting 3-Pack]

+ RS Relationship Portfolio [Consulting 3-Pack]

+ RS Indoctrination Campaign [Consulting 6-Pack]

SELECT

Recruiting Solution
Alliance Partner Solution

+ Vision Architect [RS Immersion]

+ RS Value Proposition [Consulting 5-Pack]

+ AP Candidate Journey [Consulting 3-Pack]

+ Discovery Day [Consulting 3-Pack]

+ Making The Offer [Consulting 5-Pack]

TRAIN

Recruiting Solution
Alliance Partner Solution

+ Vision Architect [RS] Playbook

+ The Closer [Consulting 5-Pack]

+ AP Relationship Portfolio [Consulting 3-Pack]

+ AP Indoctrination Campaign [Consulting 6-Pack]

+ AP Value Proposition [Consulting 5-Pack]

RETAIN

Recruiting Solution
Alliance Partner Solution

+ Vision Architect [AP Immersion]

+ Vision Architect [TR] Playbook

+ Vision Architect [AP] Playbook

+ Performance Review [Consulting 3-Pack]

+ AP Strategy [Consulting 3-Pack]

+ Performance Coaching [Consulting 10-Pack]