“Every Time” Checklist / KPIs

⚠️ This checklist should be reviewed every. single. time. you do this task!

• [ ] Passes the following fundamental flowchart. Is either…
  • [ ] Directly in service to (Zach’s Current #1 Focus), or…
  • [ ] Is required to not break a commitment to a student, biz partner, etc., or…
  • [ ] Can demonstrably be tied to at least $300/hr of revenue for the time required
    • [ ] And even for this, be very careful and ideally shouldn’t be a very big / time consuming commitment
• [ ] Scheduled for as late in the day as possible
• [ ] Squished right against other similar appointments where possible
• [ ] Prefer Wednesdays as appointment days
  • [ ] Mondays as backup
• [ ] No more than 3.5 hrs of calls in a normal day
  • [ ] You can do 5 hrs as the absolute max, but anything beyond 3.5 is quite draining for Zach, and on the “5+ hour days” he usually ends his day saying “I need a drink”
  • [ ] Note: this means that for office hours days, there's only room for one more call. And for office hours + Bach chat days, there's no more room
• [ ] Tues and Thurs are usually for deep work and should have minimal/no calls
• [ ] Gaps to “process” things that need to be processed — 30 mins after each 2 or 3 appts
• [ ] When scheduling a podcast interview / expert interview, Zach usually needs 3 hours to prep, so make sure that time is available in the schedule and also blocked out.
• [ ] No more than 13 hrs of appointments in a week, ideally
  • [ ] Is this even realistic? It is if careful.
    • [ ] Accelerator - 90
    • [ ] Mastermind - 90
    • [ ] Office Hrs - 180
    • [ ] Maia & Brad - 90
    • [ ] Expert interview - 120
    • [ ] Total baseline = 9.5
      • [ ] So that means 2.5 hrs free for misc appts.

Training Steps

• Training Videos

1. Step
2. Step
3. Step