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 2 of 3 of 3 · Sales-materials working session
Open full page ↗ Session 2 of 3 · ~1:02 pm
Sales Materials

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

Key Decisions
  • 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.
Action Items
  • 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 Sessions
  • 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.