SBA™ MASTERMIND CALL | 25.04.25

CALL OBJECTIVE:

• Recalibrate Q2 goals

• Identify fog/friction points in the business

• Align energy, brand, and execution pathways

• Anchor into sustainable scaling strategies

CALL STRUCTURE OVERVIEW:

1. Wins & Visibility Checks

2. Behavioral Pattern Reflection & Bottleneck Audits

3. Offer Focus + Profit Driver Identification

4. Strategic Planning Sprint (Worksheets)

5. Content, Sales, Client Delivery Alignment

6. Energetic & Leadership Calibration

KEY THEMES & INSIGHTS:

1. Limiting Beliefs to Dissolve:

• Doing more = earning more

• Fear of judgment diluting brand direction

• Avoiding risk in creative expression due to approval addiction

• Perfectionism delaying momentum

• Misunderstanding productivity (busy ≠ profitable)

2. Strategic Leadership Prompt:

"What belief or behavior must shift for you to scale sustainably that you’ve been avoiding?"

Examples:

• People pleasing lowering boundaries

• Rejection dysphoria slowing launches

• Overanalyzing masked as perfectionism

• Belief that bolder branding alienates the audience

OFFERS, SALES, & PROFIT STRATEGY

Offer Anchor Identification

Each founder mapped their anchor offer for Q2 — the product that will:

• Be the most profitable

• Require the least reinvention

• Have the most momentum with the least delivery lift

Example: Shen anchoring in Courses; Ruby focusing on Pay-In-Full incentives; Alexa refining her group program payment models.

Offer Optimization Questions:

• Where is friction in onboarding, sales, or retention?

• What internal delivery shifts could make this more scalable?

• Is the messaging magnetic + clear?

• Are we optimizing conversion points (DMs, apps, calls)?

MESSAGING & VISIBILITY STRATEGY

• Emphasized brand recall and content patterning

• Content needs to anchor authority, not noise

Core Actions:

• 3 Messaging Pillars = repeated everywhere

• Bold brand expression ≠ unprofessional

• Shift content to meet audience WHERE they are energetically

SALES PROCESS DEEP DIVE

Diagnostic Layers:

1. Are you getting inquiries? → If no, it’s a messaging problem

2. Are inquiries converting? → If no, it’s a sales experience problem

3. Are people ghosting? → If yes, it’s a positioning + confidence gap

4. Are people objecting price? → If yes, qualify leads or lead better

Fixes:

• Embed urgency/fomo ethically for activation

• Refine VSLs & sales page narratives

• Rebuild nurture loops that pre-qualify leads emotionally & energetically

DELIVERY & CLIENT EXPERIENCE

Bottlenecks Identified:

• Slack overextension

• Long sales cycles from unclear expectations

• Limited retention assets in play (few renewal loops)

Key Action:

• Build out onboarding + offboarding automations

• Add support roles (e.g. co-facilitators, assistants) to extend container capacity

• Align deliverables to premium pricing

STRATEGIC PLANNING: Q2 TARGETING

Quarterly Revenue Goal Examples:

• Ruby: $150K quarter (requires 2x $60K+ months) > OR We shoot for a $60k - $70k Quarter to Find some Stability 

• Alexa: £50K quarter (focus on shortening payment plans, expanding group)

• Sarah: $90K quarter (leaning on premium packages + LHR promos)

• Shen: $60K quarter (while planning maternity leave - pre-batched visibility & content needed)

Offer Prioritization:

Each member selected:

1. One offer to drive growth

2. Two visibility actions per week

3. One core messaging shift to lead

DECLARATIONS (CEO CLAIMING STATEMENTS):

• "I am done diluting my brand to stay palatable."

• "I am done letting fear of judgment dictate my creative direction."

• "I am done treating inconsistent effort as a personality trait."

• "I am done accepting unclear processes as good enough."

WEEKLY MOMENTUM SPRINT PREP

Starting next week: SOW (Sprint of the Week) Calls resume —

• 20–30 min rapid-fire goal setting

• Weekly visibility + sales sprints

• Execution tracking inside Slack

NEXT STEPS:

• Complete Tiered Service Suite Analysis @alexa 

• Submit Profitability Audit (per offer) @shannon 

• Rebuild sales narratives & visibility map

• Prep content batching ahead of major launches / life milestones (e.g. Shen’s maternity leave)

Let’s get to work. Q2 isn’t waiting.