Mark Bartel's - Vision & Traction Planning

Get Started. It's Free
or sign up with your email address
Mark Bartel's - Vision & Traction Planning by Mind Map: Mark Bartel's - Vision & Traction Planning

1. What

2. 202020Challenge:

2.1. How do you want them to feel:

2.1.1. Original

2.1.1.1. Inspired

2.1.1.2. Determined

2.1.1.3. Curious

2.1.2. Mark

2.1.2.1. Inspired

2.1.2.2. Determined

2.1.2.3. Motivated

2.1.3. Pavlov's Dog

2.1.3.1. Hungry

2.1.3.1.1. They see the lifestyle they believed they could achieve when they started their business

2.1.3.1.2. They feel the excitement they felt when they first started their business

2.1.3.1.3. They can see a path forward to make that a reality

2.1.3.2. Excited

2.1.3.3. Motivated

2.1.4. Final

2.1.4.1. Engaged

2.2. What action do you want them to take:

2.2.1. Take me up on the challenge

2.2.1.1. They made an appointment

2.2.1.1.1. They get to a landing page

2.2.2. Hop on a call for 20 minutes

2.3. IU have a challenge for any business owner who's feeling _, _, _).

2.4. Ideal person:

2.4.1. Wants to get 20 hours back a month

2.4.1.1. Mark V. 1

2.4.1.1.1. How they're going to feel as a result:

2.4.1.2. Mark V. 2

2.4.1.2.1. At the end of the day they're feeling:

2.5. The promise

2.5.1. With a 20 minute call, I'll help you find a way to get 20 hours back each month, and you'll walk away with a simple 1-2-3 plan to get you off the wheel and back on the path to living the life you dreamed of when you first started your business.

2.5.2. Steps to take:

2.5.2.1. Open up a web browser

2.5.2.2. Go to www.202020challenge.com

2.5.2.3. Sign up for your 20 minute challenge with me.

3. Notes/Parking Lot

3.1. Questions:

3.1.1. What are some of the things that have changed in your life as a result of automating?

3.2. Blue Ocean isn't an automation company, it's a _______________ company.

3.2.1. Lifestyle

3.2.2. Freedom

3.2.3. Unshackling

4. Vision Planning

4.1. 3 Years

4.1.1. Life Profile

4.1.1.1. 32 Years Old

4.1.1.2. Be

4.1.1.3. Do

4.1.1.3.1. Strategic meetings

4.1.1.3.2. Networking

4.1.1.3.3. Manages / works with teams

4.1.1.3.4. Community work

4.1.1.3.5. Leverage time, money, and resources at a high level

4.1.1.4. Have

4.1.1.4.1. Third Passport

4.1.1.4.2. Condo abroad

4.1.1.4.3. High end vehicle

4.1.1.4.4. Serious, monogamous relationship

4.1.1.4.5. Managed wealth

4.1.1.5. Three words:

4.1.1.5.1. Beginning

4.1.1.5.2. End

4.1.2. Feelings / BE:

4.1.2.1. Fulfilled

4.1.2.1.1. I'm on the right path

4.1.2.1.2. I'm driven almost entirely by impact and service

4.1.2.1.3. Have

4.1.2.2. Accomplished/Fulfilled

4.1.2.2.1. I've got a strong community

4.1.2.2.2. I'm making an impact

4.1.2.2.3. My life's work will ensure that my future generations have the ability to flourish.

4.1.2.3. Financially Stable

4.1.2.3.1. Peace of Mind

4.1.2.3.2. I have a net worth of $7,000,000

4.1.2.3.3. Amount needed by 2027

4.1.2.4. Freedom

4.1.2.4.1. I give myself the ability to flourish

4.1.3. Describe myself as:

4.1.3.1. Flourishing

4.1.3.2. Accomplished

4.1.3.3. Communal

4.1.3.4. Respectable

4.1.4. The impacts I will make:

4.1.5. Values

4.1.5.1. Co-Worker/Business Partner

4.1.5.2. Mother

4.1.5.3. Young Founder

4.2. 12 Months

4.2.1. Be

4.2.2. Do

4.2.3. Have

4.2.3.1. Housing

4.2.3.1.1. Preparing to move into $325,000 Townhome

4.3. 6 Months

4.4. Vision Budget

4.5. 20 Things

5. Values Planning Exercise: This exercise focuses on considering how we wants to be described by those we look up to when we die. It's a way for us to create our values based on how we want others to perceive us. It's broken down by the person we would like to say these things, then by the value word, then some clarifying statements. We will use this to create a values statement and list of values.

5.1. Four individuals

5.1.1. Wife

5.1.1.1. I was always so impressed by Mark, he was such a very ____________ person.

5.1.1.1.1. Supportive

5.1.1.1.2. Resilient

5.1.1.1.3. Loyal

5.1.2. Jesus

5.1.2.1. Integrity

5.1.2.1.1. I act in accordance with my values at all times

5.1.2.1.2. I make decisions in ways that allow me to maintain a clean conscience

5.1.2.1.3. I treat others with consistent respect and decency

5.1.2.2. Humility

5.1.2.2.1. I am willing to listen to myself others and acknowledge when I am wrong

5.1.2.2.2. I am willing to act in response to new information and pivot if necessary

5.1.2.2.3. I am able to act upon a new pathway before it causes significant harm to others, even if doing so would go against my pride

5.1.2.3. Resolute

5.1.2.3.1. I commit myself fully to what I am called to do and be.

5.1.2.3.2. I am unwavering in my dedication to my growth and development.

5.1.2.3.3. I am committed first to pivoting before quitting

5.1.2.4. Compassionate

5.1.2.4.1. I seek first to understand

5.1.2.4.2. I treat myself and others with empathy and understanding.

5.1.2.4.3. I factor in personal circumstances when making decisions

5.1.3. Ladon

5.1.3.1. Consistent

5.1.3.1.1. I maintain a level of dedication and resoluteness to the life and principles I live

5.1.3.1.2. I adhere to my core values and live with integrity

5.1.3.1.3. I make decisions with the same philosophy and frameworks in place

5.1.3.2. Understanding

5.1.3.2.1. I listen intently to whoever is speaking to me.

5.1.3.2.2. I consider all available data and factors when making a decision.

5.1.3.2.3. I treat others with respect and kindness

5.1.3.3. Entertaining

5.1.3.3.1. I enjoy discovering ways to make people smile and laugh

5.1.3.3.2. I incorporate my dry humor and wit into my talks and professional aura

5.1.3.3.3. I leverage that wit and dry humor to break ice and build rapport quickly

5.1.4. Elon Musk

5.1.4.1. Direct

5.1.4.1.1. I am decisive in my words and action

5.1.4.1.2. I act upon decisions quickly after concluding the best course of action

5.1.4.1.3. I prefer telling people what they need to hear over what they want to hear

5.1.4.2. Fearless

5.1.4.2.1. I take calculated action

5.1.4.2.2. I engage in rewarding activities, risks, and lifestyles that lead require moving past fear

5.1.4.2.3. I pursue what is best no matter the consequences

5.1.4.3. Charismatic

5.1.4.3.1. I navigate any social environment with ease

5.1.4.3.2. I play the personality and traits I have been given to its strengths for relationship building

5.1.4.3.3. I am able to build long-term friendships and community wherever I go in whatever culture I find myself in

5.1.5. Zachariah

5.1.5.1. Loving

5.1.5.1.1. I foster supportive environments so that myself and others can thrive

5.1.5.1.2. I treat others with compassion, respect, and dignity

5.1.5.1.3. I approach individuals and conflict with a gentle but firm stance

5.1.5.2. Impactful

5.1.5.2.1. I look for ways to make positive change in the world and in the lives of others.

5.1.5.2.2. I seek to help others and myself find and maximize potential

5.1.5.2.3. I look to inspire and motivate others to align their lives with the visions they want for themselves

5.1.5.3. Present

5.1.5.3.1. I am engaged with those in my immediate surroundings

5.1.5.3.2. I am attentive to the needs of those around me

5.1.5.3.3. I am focused on one task at a time and do not allow myself to mentally drift off

5.1.5.4. Respectful

5.1.5.4.1. I treat others with an inherent level of dignity

5.1.5.4.2. I am understanding

5.1.5.4.3. I am compassionate

5.1.5.5. Kind

5.1.5.5.1. I am loving to those around me

5.1.5.5.2. I treat myself with the same compassion and understanding that I treat others

5.1.5.5.3. I do things, favors, requests for people with no expectation of reciprocation

5.1.6. Healthy

5.1.6.1. I consume only nutritious and healthy food and water

5.1.6.2. I dedicate time each day to exercise

5.1.6.3. I am physically active and fit

5.1.6.4. I maintain a structured approach to

5.1.6.5. I maintain a healthy and consistent routine.

5.1.6.6. I get between 7 and 8 hours of sleep every night

5.1.6.7. I prioritize my mental and emotional health for an optimal life experience

5.2. Follow up for next session:

5.2.1. Simulator for situations

6. 20 Things

6.1. Scale current product offerings (Automation service offerings for small business owners)

6.1.1. Can accomplish goals

6.1.1.1. 9

6.1.2. Like

6.1.2.1. 8

6.1.3. Good

6.1.3.1. 9

6.1.4. Effort

6.1.4.1. 2

6.1.5. Score: 26

6.2. Sell my knowledge

6.2.1. Good

6.2.1.1. 6

6.2.2. Like

6.2.2.1. 8

6.2.3. Can accomplish goals

6.2.3.1. 10

6.2.4. Effort

6.2.4.1. 4

6.2.5. Score:

6.2.5.1. 24

6.3. Create a website design company that builds websites using affiliate tools that I already have.

6.3.1. Good

6.3.1.1. 6

6.3.2. Like

6.3.2.1. 8

6.3.3. Can accomplish goals

6.3.3.1. 8

6.3.4. Effort

6.3.4.1. 5

6.3.5. Score: 22

6.4. Start a podcast and monetize it

6.4.1. Good

6.4.1.1. 5

6.4.2. Like

6.4.2.1. 8

6.4.3. Can accomplish goals

6.4.3.1. 9

6.4.4. Effort

6.4.4.1. 5

6.4.5. Score: 22

6.5. Build a mastermind program

6.5.1. Good

6.5.1.1. 5

6.5.2. Like

6.5.2.1. 8

6.5.3. Can accomplish goals

6.5.3.1. 9

6.5.4. Effort

6.5.4.1. 6

6.5.5. Score: 22

6.6. Get government contracts for automations

6.6.1. Good

6.6.1.1. 4

6.6.2. Like

6.6.2.1. 8

6.6.3. Can accomplish goals

6.6.3.1. 9

6.6.4. Effort

6.6.4.1. 6

6.6.5. Score: 21

6.7. Invest in real estate properties

6.7.1. Good

6.7.1.1. 3

6.7.2. Like

6.7.2.1. 7

6.7.3. Can accomplish goals

6.7.3.1. 10

6.7.4. Effort

6.7.4.1. 8

6.7.5. Score: 20

6.8. Start an Adventure Tour Company

6.8.1. Good

6.8.1.1. 2

6.8.2. Like

6.8.2.1. 9

6.8.3. Can accomplish goals

6.8.3.1. 9

6.8.4. Effort

6.8.4.1. 8

6.8.5. Score: 20

6.9. Set up an E-Commerce site that leverages data to identify the hottest products and sell those

6.9.1. Good

6.9.1.1. 4

6.9.2. Like

6.9.2.1. 6

6.9.3. Can accomplish goals

6.9.3.1. 8

6.9.4. Effort

6.9.4.1. 2

6.9.5. Score: 18

6.10. Become a professional, paid speaker

6.10.1. Good

6.10.1.1. 5

6.10.2. Like

6.10.2.1. 7

6.10.3. Can accomplish goals

6.10.3.1. 9

6.10.4. Effort

6.10.4.1. 5

6.10.5. Score: 21

6.11. Franchise restaurants

6.11.1. Good

6.11.1.1. 2

6.11.2. Like

6.11.2.1. 7

6.11.3. Can accomplish goals

6.11.3.1. 8

6.12. Invest in stocks

6.12.1. Good

6.12.1.1. 2

6.12.2. Like

6.12.2.1. 4

6.12.3. Can accomplish goals

6.12.3.1. 9

6.13. Become a private lender

6.13.1. Good

6.13.1.1. 1

6.13.2. Like

6.13.2.1. 9

6.13.3. Can accomplish goals

6.13.3.1. 9

6.14. Buy my own place and lease it out (House hacking)

6.14.1. Good

6.14.1.1. 2

6.14.2. Like

6.14.2.1. 7

6.14.3. Can accomplish goals

6.14.3.1. 3

6.15. Set up a divident portfolio

6.15.1. Good

6.15.1.1. 2

6.15.2. Like

6.15.2.1. 6

6.15.3. Can accomplish goals

6.15.3.1. 6

6.16. Start a VC fund

6.16.1. Good

6.16.1.1. 1

6.16.2. Like

6.16.2.1. 8

6.16.3. Can accomplish goals

6.16.3.1. 9

6.17. Invest in a casino

6.17.1. Good

6.17.1.1. 1

6.17.2. Like

6.17.2.1. 3

6.17.3. Can accomplish goals

6.17.3.1. 4

6.18. Car rental business

6.18.1. Good

6.18.1.1. 2

6.18.2. Like

6.18.2.1. 5

6.18.3. Can accomplish goals

6.18.3.1. 7

6.19. Start a "Trades Business"

6.19.1. Good

6.19.1.1. 3

6.19.2. Like

6.19.2.1. 6

6.19.3. Can accomplish goals

6.19.3.1. 7

7. Income & Funnel Scenario 1

7.1. Year 1:

7.1.1. $150,000

7.1.1.1. Down payment for house

7.2. Year 2

7.2.1. $300,000

7.2.1.1. Gross: 420k

7.3. Year 3

7.3.1. $400,000

7.3.1.1. First house paid off

7.3.1.2. Four-plex purchased

7.3.1.3. House in Dubai under mortgage

7.4. Using existing Program:

7.4.1. $4,000

7.4.1.1. Hours of Mark's time

7.4.1.1.1. 30

7.4.1.2. Hours of team's time:

7.4.2. 8 Hours of sales calling

7.4.2.1. Cost:$1,000

7.4.3. Net: $3,000

7.4.4. Current income: $100/hour

7.4.5. Projects needed: 65

7.4.6. Hours: 1,675

7.4.7. Time to achieve goal:

7.4.7.1. 47 weeks of work

7.5. Hybrid

7.5.1. Automation

7.5.2. Selling your knowledge

7.5.2.1. Signature Course

7.5.2.1.1. Automating Your Business with ChatGPT

7.5.2.1.2. 20 people every 90 days

7.5.2.1.3. 10% conversion rate into your core program

7.5.2.2. Core Program

7.5.2.2.1. Profits on AutoPilot $30,000

7.5.2.2.2. Requires:

7.5.2.2.3. Capacity

7.5.2.2.4. Time to achieve year 1 goal: 12.5 weeks of Mark's time.

7.5.2.2.5. 22 Weeks of Work to reach Year 2 Goal

7.5.2.2.6. 35 weeks work to get to year 3