aiox-core 5.0.5 → 5.0.7
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/.aiox-core/install-manifest.yaml +2 -2
- package/bin/utils/validate-publish.js +5 -4
- package/package.json +1 -1
- package/packages/installer/src/wizard/pro-setup.js +2 -1
- package/pro/README.md +66 -0
- package/pro/feature-registry.yaml +225 -0
- package/pro/license/degradation.js +220 -0
- package/pro/license/errors.js +450 -0
- package/pro/license/feature-gate.js +354 -0
- package/pro/license/index.js +181 -0
- package/pro/license/license-api.js +679 -0
- package/pro/license/license-cache.js +523 -0
- package/pro/license/license-crypto.js +303 -0
- package/pro/package.json +52 -0
- package/pro/pro-config.yaml +63 -0
- package/pro/squads/README.md +42 -0
- package/pro/squads/aiox-sop/ARCHITECTURE.md +86 -0
- package/pro/squads/aiox-sop/CHANGELOG.md +27 -0
- package/pro/squads/aiox-sop/HEADLINE.md +3 -0
- package/pro/squads/aiox-sop/README.md +77 -0
- package/pro/squads/aiox-sop/agents/sop-analyst.md +363 -0
- package/pro/squads/aiox-sop/agents/sop-auditor.md +294 -0
- package/pro/squads/aiox-sop/agents/sop-chief.md +279 -0
- package/pro/squads/aiox-sop/agents/sop-creator.md +322 -0
- package/pro/squads/aiox-sop/agents/sop-extractor.md +246 -0
- package/pro/squads/aiox-sop/agents/sop-ml-architect.md +310 -0
- package/pro/squads/aiox-sop/checklists/14-point-crosby-checklist.md +84 -0
- package/pro/squads/aiox-sop/checklists/extraction-completeness-checklist.md +78 -0
- package/pro/squads/aiox-sop/checklists/sop-completeness-checklist.md +283 -0
- package/pro/squads/aiox-sop/checklists/sop-ml-validation-checklist.md +157 -0
- package/pro/squads/aiox-sop/checklists/sop-quality-checklist.md +138 -0
- package/pro/squads/aiox-sop/checklists/stranger-test-checklist.md +108 -0
- package/pro/squads/aiox-sop/config.yaml +460 -0
- package/pro/squads/aiox-sop/data/category-map.yaml +647 -0
- package/pro/squads/aiox-sop/data/confidence-levels.yaml +133 -0
- package/pro/squads/aiox-sop/data/infrastructure-connections.yaml +730 -0
- package/pro/squads/aiox-sop/data/market-categories.yaml +65 -0
- package/pro/squads/aiox-sop/data/risk-register.yaml +90 -0
- package/pro/squads/aiox-sop/data/sop-ml-schema-examples.yaml +420 -0
- package/pro/squads/aiox-sop/data/sop-ml-schema.yaml +780 -0
- package/pro/squads/aiox-sop/data/sop-registry.yaml +42 -0
- package/pro/squads/aiox-sop/data/sop-scoring-rubric.yaml +601 -0
- package/pro/squads/aiox-sop/data/sop-standards-reference.yaml +475 -0
- package/pro/squads/aiox-sop/data/task-definitions.yaml +1602 -0
- package/pro/squads/aiox-sop/data/token-assignments.yaml +304 -0
- package/pro/squads/aiox-sop/data/verdict-thresholds.yaml +117 -0
- package/pro/squads/aiox-sop/data/workflow-quality-rubric.yaml +579 -0
- package/pro/squads/aiox-sop/docs/README.md +10 -0
- package/pro/squads/aiox-sop/docs/optimization-doc-drift-2026-03-18.json +20 -0
- package/pro/squads/aiox-sop/docs/optimization-economy-2026-03-18.md +40 -0
- package/pro/squads/aiox-sop/docs/optimization-environment-2026-03-18.json +24 -0
- package/pro/squads/aiox-sop/docs/optimization-material-inventory-2026-03-18.yaml +73 -0
- package/pro/squads/aiox-sop/docs/optimization-repo-baseline-2026-03-18.json +38 -0
- package/pro/squads/aiox-sop/docs/optimization-runtime-smoke-2026-03-18.json +57 -0
- package/pro/squads/aiox-sop/docs/optimization-split-verdict-2026-03-18.json +21 -0
- package/pro/squads/aiox-sop/docs/optimization-validation-2026-03-18.json +53 -0
- package/pro/squads/aiox-sop/docs/optimization-validation-fallback-2026-03-18.json +6 -0
- package/pro/squads/aiox-sop/docs/optimization-workflow-contracts-2026-03-18.json +81 -0
- package/pro/squads/aiox-sop/docs/optimization-yolo-plan-2026-03-18.md +177 -0
- package/pro/squads/aiox-sop/docs/optimization-yolo-report-2026-03-18.md +181 -0
- package/pro/squads/aiox-sop/docs/scaling-strategy.md +129 -0
- package/pro/squads/aiox-sop/examples/README.md +14 -0
- package/pro/squads/aiox-sop/examples/sample-human-sop.md +11 -0
- package/pro/squads/aiox-sop/examples/sample-ml-sop.yaml +14 -0
- package/pro/squads/aiox-sop/outputs/README.md +20 -0
- package/pro/squads/aiox-sop/outputs/SOP-SLIDES-001.md +864 -0
- package/pro/squads/aiox-sop/outputs/SOP-SLIDES-001.yaml +1225 -0
- package/pro/squads/aiox-sop/outputs/SOP-SLIDES-002.md +904 -0
- package/pro/squads/aiox-sop/outputs/SOP-SLIDES-002.yaml +431 -0
- package/pro/squads/aiox-sop/outputs/SOP-SLIDES-003.md +964 -0
- package/pro/squads/aiox-sop/outputs/SOP-SLIDES-003.yaml +392 -0
- package/pro/squads/aiox-sop/outputs/SOP-SLIDES-004.md +975 -0
- package/pro/squads/aiox-sop/outputs/SOP-SLIDES-004.yaml +786 -0
- package/pro/squads/aiox-sop/protocols/sop-workflow-integration.md +209 -0
- package/pro/squads/aiox-sop/scripts/convert-sop-format-worker.py +299 -0
- package/pro/squads/aiox-sop/scripts/load-workspace-context.cjs +296 -0
- package/pro/squads/aiox-sop/scripts/normalize-thiagoroas-vsl-extractions.cjs +1448 -0
- package/pro/squads/aiox-sop/scripts/refresh-sop-registry.cjs +331 -0
- package/pro/squads/aiox-sop/scripts/resolve-environment-contract.cjs +107 -0
- package/pro/squads/aiox-sop/scripts/test-load-workspace-context.cjs +100 -0
- package/pro/squads/aiox-sop/scripts/test-resolve-environment-contract.cjs +159 -0
- package/pro/squads/aiox-sop/tasks/analyze-sop.md +464 -0
- package/pro/squads/aiox-sop/tasks/analyze-squad.md +317 -0
- package/pro/squads/aiox-sop/tasks/analyze-workflow.md +343 -0
- package/pro/squads/aiox-sop/tasks/audit-batch.md +354 -0
- package/pro/squads/aiox-sop/tasks/audit-sop.md +528 -0
- package/pro/squads/aiox-sop/tasks/benchmark-sop.md +408 -0
- package/pro/squads/aiox-sop/tasks/certify-sop.md +193 -0
- package/pro/squads/aiox-sop/tasks/check-environment.md +47 -0
- package/pro/squads/aiox-sop/tasks/compliance-check.md +84 -0
- package/pro/squads/aiox-sop/tasks/convert-sop-format.md +413 -0
- package/pro/squads/aiox-sop/tasks/create-checklist.md +267 -0
- package/pro/squads/aiox-sop/tasks/create-sop-human.md +306 -0
- package/pro/squads/aiox-sop/tasks/create-sop-ml.md +313 -0
- package/pro/squads/aiox-sop/tasks/create-sop-operations-suite.md +177 -0
- package/pro/squads/aiox-sop/tasks/delete-aiox-sop.md +38 -0
- package/pro/squads/aiox-sop/tasks/extract-from-video.md +354 -0
- package/pro/squads/aiox-sop/tasks/extract-sop.md +389 -0
- package/pro/squads/aiox-sop/tasks/load-workspace-context.md +112 -0
- package/pro/squads/aiox-sop/tasks/map-core-sop-backlog.md +651 -0
- package/pro/squads/aiox-sop/tasks/re-audit.md +97 -0
- package/pro/squads/aiox-sop/tasks/structured-interview.md +243 -0
- package/pro/squads/aiox-sop/tasks/update-aiox-sop.md +39 -0
- package/pro/squads/aiox-sop/templates/audit-report-template.md +119 -0
- package/pro/squads/aiox-sop/templates/certification-template.md +31 -0
- package/pro/squads/aiox-sop/templates/checklist-from-sop-tmpl.md +142 -0
- package/pro/squads/aiox-sop/templates/decision-tree-template.yaml +209 -0
- package/pro/squads/aiox-sop/templates/extraction-output-template.md +150 -0
- package/pro/squads/aiox-sop/templates/handoff-tmpl.yaml +85 -0
- package/pro/squads/aiox-sop/templates/ml-sop-json-template.json +208 -0
- package/pro/squads/aiox-sop/templates/ml-sop-yaml-template.yaml +204 -0
- package/pro/squads/aiox-sop/templates/nonconformity-register-template.md +85 -0
- package/pro/squads/aiox-sop/templates/sop-analysis-report-tmpl.md +378 -0
- package/pro/squads/aiox-sop/templates/sop-human-tmpl.md +385 -0
- package/pro/squads/aiox-sop/templates/sop-ml-tmpl.md +352 -0
- package/pro/squads/aiox-sop/templates/sop-scorecard-tmpl.md +123 -0
- package/pro/squads/aiox-sop/templates/state-machine-template.yaml +232 -0
- package/pro/squads/aiox-sop/templates/tool-binding-template.yaml +255 -0
- package/pro/squads/aiox-sop/templates/workflow-gap-report-tmpl.yaml +227 -0
- package/pro/squads/aiox-sop/workflows/wf-sop-audit-pipeline.yaml +381 -0
- package/pro/squads/aiox-sop/workflows/wf-sop-audit-pipeline.yaml.bak +332 -0
- package/pro/squads/aiox-sop/workflows/wf-sop-creation-pipeline.yaml +200 -0
- package/pro/squads/aiox-sop/workflows/wf-sop-creation-pipeline.yaml.bak +147 -0
- package/pro/squads/aiox-sop/workflows/wf-sop-extraction-pipeline.yaml +476 -0
- package/pro/squads/aiox-sop/workflows/wf-sop-extraction-pipeline.yaml.bak +441 -0
- package/pro/squads/aiox-sop/workflows/wf-sop-pipeline-definition.yaml +813 -0
- package/pro/squads/aiox-sop/workflows/wf-sop-quality-gates.yaml +473 -0
- package/pro/squads/brand/ARCHITECTURE.md +79 -0
- package/pro/squads/brand/CHANGELOG.md +38 -0
- package/pro/squads/brand/README.md +213 -0
- package/pro/squads/brand/agents/aaker-brand-identity.md +475 -0
- package/pro/squads/brand/agents/archetype-consultant.md +424 -0
- package/pro/squads/brand/agents/brand-chief.md +502 -0
- package/pro/squads/brand/agents/brand-strategist.md +661 -0
- package/pro/squads/brand/agents/domain-scout.md +412 -0
- package/pro/squads/brand/agents/heyward-dtc-brand.md +399 -0
- package/pro/squads/brand/agents/keller-brand-equity.md +390 -0
- package/pro/squads/brand/agents/miller-sticky-brand.md +510 -0
- package/pro/squads/brand/agents/naming-strategist.md +638 -0
- package/pro/squads/brand/agents/nano-banana-generator.md +38 -0
- package/pro/squads/brand/agents/neumeier-differentiation.md +390 -0
- package/pro/squads/brand/agents/ries-positioning.md +413 -0
- package/pro/squads/brand/agents/sharp-brand-science.md +444 -0
- package/pro/squads/brand/agents/storybrand-narrator.md +442 -0
- package/pro/squads/brand/agents/wheeler-brand-design.md +700 -0
- package/pro/squads/brand/agents/yohn-brand-culture.md +391 -0
- package/pro/squads/brand/checklists/brand-naming-checklist.md +46 -0
- package/pro/squads/brand/checklists/brand-quality-gate.md +58 -0
- package/pro/squads/brand/config/veto-conditions.yaml +54 -0
- package/pro/squads/brand/config.yaml +634 -0
- package/pro/squads/brand/data/brand-mappings.yaml +140 -0
- package/pro/squads/brand/data/logo-scds-templates.yaml +224 -0
- package/pro/squads/brand/data/logo-style-library.yaml +226 -0
- package/pro/squads/brand/data/swipe-file.yaml +282 -0
- package/pro/squads/brand/docs/optimization-economy-2026-03-10.md +25 -0
- package/pro/squads/brand/docs/optimization-material-inventory-2026-03-10.yaml +40 -0
- package/pro/squads/brand/docs/optimization-validation-2026-03-10.json +26 -0
- package/pro/squads/brand/docs/optimization-yolo-plan-2026-03-10.md +80 -0
- package/pro/squads/brand/docs/optimization-yolo-report-2026-03-10.md +158 -0
- package/pro/squads/brand/scripts/bootstrap-brand-workspace.sh +47 -0
- package/pro/squads/brand/scripts/validate-brand-essentials.sh +289 -0
- package/pro/squads/brand/tasks/brand-activation.md +86 -0
- package/pro/squads/brand/tasks/brand-book.md +224 -0
- package/pro/squads/brand/tasks/brand-consulting.md +189 -0
- package/pro/squads/brand/tasks/brand-diagnosis.md +81 -0
- package/pro/squads/brand/tasks/brand-identity.md +255 -0
- package/pro/squads/brand/tasks/brand-messaging.md +226 -0
- package/pro/squads/brand/tasks/brand-quality-gate.md +213 -0
- package/pro/squads/brand/tasks/create-brand-epic.md +129 -0
- package/pro/squads/brand/tasks/create-brand-story.md +155 -0
- package/pro/squads/brand/tasks/delete-brand.md +56 -0
- package/pro/squads/brand/tasks/domain-check.md +120 -0
- package/pro/squads/brand/tasks/load-workspace-context.md +112 -0
- package/pro/squads/brand/tasks/logo-curate.md +180 -0
- package/pro/squads/brand/tasks/logo-deliverable.md +210 -0
- package/pro/squads/brand/tasks/logo-generate.md +143 -0
- package/pro/squads/brand/tasks/logo-intake.md +151 -0
- package/pro/squads/brand/tasks/logo-prompt-engineering.md +151 -0
- package/pro/squads/brand/tasks/logo-refine.md +156 -0
- package/pro/squads/brand/tasks/logo-strategic-direction.md +160 -0
- package/pro/squads/brand/tasks/naming-generation.md +118 -0
- package/pro/squads/brand/tasks/positioning-narrative.md +93 -0
- package/pro/squads/brand/tasks/update-brand.md +52 -0
- package/pro/squads/brand/templates/brand-epic-tmpl.md +124 -0
- package/pro/squads/brand/templates/brand-story-tmpl.md +133 -0
- package/pro/squads/brand/templates/brandbook-tmpl.yaml +38 -0
- package/pro/squads/brand/templates/naming-report-tmpl.md +36 -0
- package/pro/squads/brand/workflows/wf-brand-activation-system.yaml +148 -0
- package/pro/squads/brand/workflows/wf-brand-all-hands.yaml +368 -0
- package/pro/squads/brand/workflows/wf-brand-complete.yaml +223 -0
- package/pro/squads/brand/workflows/wf-brand-consulting.yaml +301 -0
- package/pro/squads/brand/workflows/wf-brand-foundations.yaml +129 -0
- package/pro/squads/brand/workflows/wf-brand-mockup-generation.yaml +247 -0
- package/pro/squads/brand/workflows/wf-brand-positioning-narrative.yaml +146 -0
- package/pro/squads/brand/workflows/wf-logo-brainstorm.yaml +297 -0
- package/pro/squads/brand/workflows/wf-naming-to-domain.yaml +152 -0
- package/pro/squads/claude-code-mastery/ARCHITECTURE.md +224 -0
- package/pro/squads/claude-code-mastery/CHANGELOG.md +41 -0
- package/pro/squads/claude-code-mastery/README.md +146 -0
- package/pro/squads/claude-code-mastery/agents/claude-mastery-chief.md +542 -0
- package/pro/squads/claude-code-mastery/agents/config-engineer.md +1051 -0
- package/pro/squads/claude-code-mastery/agents/hooks-architect.md +1088 -0
- package/pro/squads/claude-code-mastery/agents/mcp-integrator.md +790 -0
- package/pro/squads/claude-code-mastery/agents/project-integrator.md +1184 -0
- package/pro/squads/claude-code-mastery/agents/roadmap-sentinel.md +922 -0
- package/pro/squads/claude-code-mastery/agents/skill-craftsman.md +1302 -0
- package/pro/squads/claude-code-mastery/agents/swarm-orchestrator.md +1072 -0
- package/pro/squads/claude-code-mastery/checklists/agent-team-readiness-checklist.md +88 -0
- package/pro/squads/claude-code-mastery/checklists/brownfield-readiness-checklist.md +91 -0
- package/pro/squads/claude-code-mastery/checklists/change-checklist.md +75 -0
- package/pro/squads/claude-code-mastery/checklists/context-rot-checklist.md +116 -0
- package/pro/squads/claude-code-mastery/checklists/integration-audit-checklist.md +104 -0
- package/pro/squads/claude-code-mastery/checklists/multi-agent-review-checklist.md +77 -0
- package/pro/squads/claude-code-mastery/checklists/pre-push-checklist.md +79 -0
- package/pro/squads/claude-code-mastery/config.yaml +351 -0
- package/pro/squads/claude-code-mastery/data/cc-architecture-map.yaml +217 -0
- package/pro/squads/claude-code-mastery/data/cc-permission-rules.yaml +281 -0
- package/pro/squads/claude-code-mastery/data/ci-cd-patterns.yaml +412 -0
- package/pro/squads/claude-code-mastery/data/claude-code-quick-ref.yaml +436 -0
- package/pro/squads/claude-code-mastery/data/frontmatter-schemas.yaml +395 -0
- package/pro/squads/claude-code-mastery/data/hook-patterns.yaml +799 -0
- package/pro/squads/claude-code-mastery/data/infrastructure-map.yaml +53 -0
- package/pro/squads/claude-code-mastery/data/journey-log-events.yaml +115 -0
- package/pro/squads/claude-code-mastery/data/mcp-integration-catalog.yaml +323 -0
- package/pro/squads/claude-code-mastery/data/project-type-signatures.yaml +335 -0
- package/pro/squads/claude-code-mastery/data/quality-gates.yaml +43 -0
- package/pro/squads/claude-code-mastery/data/swarm-agent-schema.yaml +35 -0
- package/pro/squads/claude-code-mastery/data/token-registry.yaml +213 -0
- package/pro/squads/claude-code-mastery/docs/.gitkeep +0 -0
- package/pro/squads/claude-code-mastery/scripts/README-Permission-Sync.md +38 -0
- package/pro/squads/claude-code-mastery/scripts/generate-tool-allowlists.js +232 -0
- package/pro/squads/claude-code-mastery/scripts/inject-accountability-tokens.js +91 -0
- package/pro/squads/claude-code-mastery/scripts/inject-output-schemas.js +131 -0
- package/pro/squads/claude-code-mastery/scripts/inject-swarm-fields.js +92 -0
- package/pro/squads/claude-code-mastery/scripts/prepare-claude-runtime.sh +26 -0
- package/pro/squads/claude-code-mastery/scripts/publish-mastery-report.sh +17 -0
- package/pro/squads/claude-code-mastery/scripts/session-usage-report.py +982 -0
- package/pro/squads/claude-code-mastery/scripts/session_usage_report_cache.py +163 -0
- package/pro/squads/claude-code-mastery/scripts/session_usage_report_claude_adapter.py +375 -0
- package/pro/squads/claude-code-mastery/scripts/session_usage_report_facets.py +1128 -0
- package/pro/squads/claude-code-mastery/scripts/session_usage_report_html.py +989 -0
- package/pro/squads/claude-code-mastery/scripts/session_usage_report_inventory.py +66 -0
- package/pro/squads/claude-code-mastery/scripts/session_usage_report_markdown.py +506 -0
- package/pro/squads/claude-code-mastery/scripts/session_usage_report_mock_insights_adapter.py +277 -0
- package/pro/squads/claude-code-mastery/scripts/session_usage_report_pipeline.py +519 -0
- package/pro/squads/claude-code-mastery/scripts/session_usage_report_recommendations.py +317 -0
- package/pro/squads/claude-code-mastery/scripts/session_usage_report_usage.py +235 -0
- package/pro/squads/claude-code-mastery/scripts/test_session_usage_report.py +1910 -0
- package/pro/squads/claude-code-mastery/scripts/validate-setup.js +597 -0
- package/pro/squads/claude-code-mastery/squad-io.yaml +151 -0
- package/pro/squads/claude-code-mastery/tasks/align-memory-context.md +212 -0
- package/pro/squads/claude-code-mastery/tasks/audit-integration.md +252 -0
- package/pro/squads/claude-code-mastery/tasks/audit-settings.md +239 -0
- package/pro/squads/claude-code-mastery/tasks/audit-setup.md +258 -0
- package/pro/squads/claude-code-mastery/tasks/brownfield-setup.md +355 -0
- package/pro/squads/claude-code-mastery/tasks/ci-cd-setup.md +368 -0
- package/pro/squads/claude-code-mastery/tasks/claude-md-engineer.md +367 -0
- package/pro/squads/claude-code-mastery/tasks/configure-claude-code.md +248 -0
- package/pro/squads/claude-code-mastery/tasks/context-rot-audit.md +363 -0
- package/pro/squads/claude-code-mastery/tasks/create-agent-definition.md +311 -0
- package/pro/squads/claude-code-mastery/tasks/create-rules.md +239 -0
- package/pro/squads/claude-code-mastery/tasks/create-team-topology.md +291 -0
- package/pro/squads/claude-code-mastery/tasks/delete-claude-code-mastery.md +224 -0
- package/pro/squads/claude-code-mastery/tasks/diagnose.md +199 -0
- package/pro/squads/claude-code-mastery/tasks/enterprise-config.md +379 -0
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# Affiliates & Referrals SOP
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> **Source:** $100M Leads: Section IV "Get People Who Get Leads" - Alex Hormozi
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> **Pattern:** SC-PE-001 (SOP Extraction Standard)
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> **Extracted:** 2026-02-10
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---
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## Part 1: Purpose
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Get OTHER people to advertise for you. Transform your business from a solo lead-generation machine into a leveraged system where leads multiply through customers, employees, agencies, and affiliates.
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**Core Principle:**
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> "Give me a lever long enough and a fulcrum to place it, and I will move the world." - Archimedes
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**Business Impact:**
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- Exponential growth vs. linear (1 customer brings 2, 2 bring 4, 4 bring 8)
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- Lower CAC (customers who come through referrals cost less or nothing)
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- Higher LTGP (referrals buy more, pay upfront, stick longer)
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- Business independence (growth continues without you advertising)
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**The Four Lead Getters:**
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```
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┌─────────────────────────────────────────────────────────────────────────────┐
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│ FOUR LEAD GETTERS │
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├───────────────┬───────────────┬───────────────┬───────────────────────────────┤
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│ CUSTOMERS │ EMPLOYEES │ AGENCIES │ AFFILIATES │
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├───────────────┼───────────────┼───────────────┼───────────────────────────────┤
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│ Buy & refer │ Work for you │ Services that │ Tell their audiences │
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│ others │ to get leads │ get leads │ about your stuff │
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├───────────────┼───────────────┼───────────────┼───────────────────────────────┤
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│ COST: $0-CAC │ COST: Payroll │ COST: Fees │ COST: Commission │
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│ REV: Highest │ REV: Scalable │ REV: Variable │ REV: Volume │
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└───────────────┴───────────────┴───────────────┴───────────────────────────────┘
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```
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---
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## Part 2: Scope
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### When This SOP Applies
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- Business has paying customers
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- Business needs to scale beyond personal advertising capacity
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- Business wants leverage (more leads for less work)
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- Business is ready to systematize growth
|
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47
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+
|
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48
|
+
### When This SOP Does NOT Apply
|
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+
- Pre-revenue startups (focus on Core Four first)
|
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50
|
+
- Product not proven (referrals require goodwill)
|
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51
|
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- No capacity to handle more leads
|
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+
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53
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+
### Four Leverage Scenarios (Source: Section IV Introduction, p.1-3)
|
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|
+
| Scenario | Work | Leads | Leverage |
|
|
55
|
+
|----------|------|-------|----------|
|
|
56
|
+
| #1: You alone | HIGH | LOW | LOW |
|
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|
+
| #2: One lead getter | LOW | LOW | HIGH |
|
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|
+
| #3: Many lead getters | HIGH | HIGH | HIGHER |
|
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59
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+
| #4: Lead getters who get lead getters | LOW | HIGH | HIGHEST |
|
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60
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+
|
|
61
|
+
**Target:** Scenario #4 - Build a machine where lead getters recruit more lead getters.
|
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|
+
|
|
63
|
+
---
|
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64
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+
|
|
65
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+
## Part 3: Preconditions
|
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+
|
|
67
|
+
| Precondition | Requirement | Validation |
|
|
68
|
+
|--------------|-------------|------------|
|
|
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+
| Product Quality | Product delivers results | Customers getting outcomes |
|
|
70
|
+
| Customer Base | At least some paying customers | List of contactable clients |
|
|
71
|
+
| Tracking System | Way to attribute referrals | CRM or tracking codes |
|
|
72
|
+
| Incentive Budget | CAC available to pay referrers | Budget allocated |
|
|
73
|
+
| Training Materials | Documentation for employees | Checklists created |
|
|
74
|
+
| Referral Infrastructure | Forms, links, tracking in place | Tech tested |
|
|
75
|
+
|
|
76
|
+
---
|
|
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|
+
|
|
78
|
+
## Part 4: The Leverage Framework
|
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|
+
|
|
80
|
+
### Four Types of Lead Getters
|
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|
+
|
|
82
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+
**Source:** Section IV Introduction, p.1-3
|
|
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|
+
|
|
84
|
+
```
|
|
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|
+
┌─────────────────────────────────────────────────────────────────────────────────┐
|
|
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|
+
│ LEAD GETTER LEVERAGE HIERARCHY │
|
|
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|
+
├─────────────────────────────────────────────────────────────────────────────────┤
|
|
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|
+
│ │
|
|
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|
+
│ Level 4: AFFILIATES (Other businesses promote to their audiences) │
|
|
90
|
+
│ ↑ │
|
|
91
|
+
│ Level 3: AGENCIES (Businesses with services that get leads for you) │
|
|
92
|
+
│ ↑ │
|
|
93
|
+
│ Level 2: EMPLOYEES (People in your business who get leads) │
|
|
94
|
+
│ ↑ │
|
|
95
|
+
│ Level 1: CUSTOMERS (Buy your stuff and tell others) │
|
|
96
|
+
│ ↑ │
|
|
97
|
+
│ Level 0: YOU (Do Core Four yourself) │
|
|
98
|
+
│ │
|
|
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|
+
└─────────────────────────────────────────────────────────────────────────────────┘
|
|
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|
+
```
|
|
101
|
+
|
|
102
|
+
**Key Insight:** "Lead getters are not part of the core four because they're not things you do. You don't 'do' affiliates or 'do' customer referrals. But you have to do the core four to get them." (Source: p.2)
|
|
103
|
+
|
|
104
|
+
---
|
|
105
|
+
|
|
106
|
+
## Part 5: Process Steps
|
|
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|
+
|
|
108
|
+
### SECTION I: CUSTOMER REFERRALS (Word of Mouth)
|
|
109
|
+
|
|
110
|
+
**Source:** Chapter "#1 Customer Referrals - Word of Mouth" (p.4-35)
|
|
111
|
+
|
|
112
|
+
> "The best source of new work is the work on your desk." - Charlie Munger
|
|
113
|
+
|
|
114
|
+
#### Step 1.1: Understand Referral Economics
|
|
115
|
+
| Field | Value |
|
|
116
|
+
|-------|-------|
|
|
117
|
+
| **Description** | Calculate your referral baseline and growth potential |
|
|
118
|
+
| **Cognitive Type** | Analysis |
|
|
119
|
+
| **Automation Potential** | MEDIUM - data collection automated, analysis human |
|
|
120
|
+
| **Executor** | Hybrid |
|
|
121
|
+
| **Precondition** | Access to customer data |
|
|
122
|
+
| **Output** | Referral vs. churn ratio |
|
|
123
|
+
| **Guardrails** | Compare monthly: referrals entering vs. customers leaving |
|
|
124
|
+
| **Decision Rule** | "If referrals > churn: you grow without other advertising" |
|
|
125
|
+
|
|
126
|
+
**Referral Growth Equation (Source: p.6):**
|
|
127
|
+
```
|
|
128
|
+
Referrals (entering) - Cancellations (leaving) = Net Growth
|
|
129
|
+
|
|
130
|
+
IF referrals > cancellations: You grow without other advertising (yay!)
|
|
131
|
+
IF referrals = cancellations: You need other advertising to grow (meh)
|
|
132
|
+
IF referrals < cancellations: You have to advertise just to break even (boo)
|
|
133
|
+
```
|
|
134
|
+
|
|
135
|
+
**Why Referrals Are Superior (Source: p.5-6):**
|
|
136
|
+
1. Higher LTGP (buy more expensive things, buy more often, pay upfront)
|
|
137
|
+
2. Lower CAC (free customers cost less than paid customers)
|
|
138
|
+
|
|
139
|
+
**Example Calculation (Source: p.5):**
|
|
140
|
+
- Normal LTGP:CAC = 4:1 (25% of profit goes to acquisition)
|
|
141
|
+
- With referrals (every customer brings 2 more): LTGP:CAC = 12:1 (8.3% of profit)
|
|
142
|
+
|
|
143
|
+
#### Step 1.2: Diagnose Why Referrals Aren't Happening
|
|
144
|
+
| Field | Value |
|
|
145
|
+
|-------|-------|
|
|
146
|
+
| **Description** | Identify the root cause of low referrals |
|
|
147
|
+
| **Cognitive Type** | Diagnosis |
|
|
148
|
+
| **Automation Potential** | LOW - requires judgment |
|
|
149
|
+
| **Executor** | Human |
|
|
150
|
+
| **Precondition** | Referral rate below target |
|
|
151
|
+
| **Output** | Root cause identification |
|
|
152
|
+
| **Guardrails** | Two main causes only |
|
|
153
|
+
| **Decision Rule** | "If product were exceptional, people would already know about it" |
|
|
154
|
+
|
|
155
|
+
**Two Reasons Businesses Don't Get Referrals (Source: p.7):**
|
|
156
|
+
|
|
157
|
+
**Problem #1: Product Not Good Enough**
|
|
158
|
+
> "If your product were exceptional, people would already know about it and you'd have more business than you could handle." (Source: p.7)
|
|
159
|
+
|
|
160
|
+
Questions to ask:
|
|
161
|
+
- "Why are my customers too embarrassed to tell everyone they know about my product?"
|
|
162
|
+
- Is it okay but non-remarkable (not worthy of remark)?
|
|
163
|
+
|
|
164
|
+
**Problem #2: Not Asking for Referrals**
|
|
165
|
+
> "Know why businesses have so few referrals compared to what they could have? They never ask for them." (Source: p.24)
|
|
166
|
+
|
|
167
|
+
**The Goodwill Formula (Source: p.8):**
|
|
168
|
+
```
|
|
169
|
+
Price = What you charge
|
|
170
|
+
Value = What they receive
|
|
171
|
+
Goodwill = Value - Price
|
|
172
|
+
|
|
173
|
+
More Goodwill → More Word of Mouth → More Referrals
|
|
174
|
+
```
|
|
175
|
+
|
|
176
|
+
#### Step 1.3: Build Goodwill (Six Ways to Give More Value)
|
|
177
|
+
| Field | Value |
|
|
178
|
+
|-------|-------|
|
|
179
|
+
| **Description** | Implement the six methods to increase perceived value |
|
|
180
|
+
| **Cognitive Type** | Strategy + Execution |
|
|
181
|
+
| **Automation Potential** | LOW - requires deep thinking |
|
|
182
|
+
| **Executor** | Human (strategy) → Hybrid (execution) |
|
|
183
|
+
| **Precondition** | Product exists |
|
|
184
|
+
| **Output** | Higher customer satisfaction and goodwill |
|
|
185
|
+
| **Guardrails** | Map to advertising framework (Call Out → Dream Outcome → etc.) |
|
|
186
|
+
| **Decision Rule** | "Increase value OR lower price - prefer value" |
|
|
187
|
+
|
|
188
|
+
**Six Ways to Get More Referrals by Giving More Value (Source: p.9-23):**
|
|
189
|
+
|
|
190
|
+
**1. Call Outs → Sell Better Customers (Source: p.9-10)**
|
|
191
|
+
- Find what your most successful customers have in common
|
|
192
|
+
- Use those similarities to target new audience with highest value potential
|
|
193
|
+
- Better customers → more goodwill → more referrals
|
|
194
|
+
|
|
195
|
+
Example: PR company found lowest churn customers were in specific niche seeking investor funding. Narrowed targeting = broke plateau, grew for first time in years, advertising costs dropped.
|
|
196
|
+
|
|
197
|
+
**Action Step:** "Figure out what your most successful customers have in common. Use those similarities to target a new audience that has the greatest chance of getting the most value."
|
|
198
|
+
|
|
199
|
+
**2. Dream Outcome → Set Better Expectations (Source: p.11)**
|
|
200
|
+
- Fastest, easiest, cheapest way to make product remarkable = exceed expectations
|
|
201
|
+
- You control expectations through what you promise
|
|
202
|
+
|
|
203
|
+
> "In the beginning, I would promise everything and more to get people to buy. Fulfilling that became a nightmare." (Source: p.11)
|
|
204
|
+
|
|
205
|
+
**Action Step:** "Slowly lower the promises you make when making offers. Keep lowering until your close rates decrease. At that point, stop."
|
|
206
|
+
|
|
207
|
+
**3. Increase Perceived Likelihood → Get Better Results for More People (Source: p.12-14)**
|
|
208
|
+
|
|
209
|
+
Six-step process:
|
|
210
|
+
1. Survey customers to find who got best results
|
|
211
|
+
2. Interview them to discover what they did different
|
|
212
|
+
3. Look at actions they had in common
|
|
213
|
+
4. Force new customers to repeat those actions
|
|
214
|
+
5. Measure improvement in average results (speed and outcome)
|
|
215
|
+
6. Match guarantee conditions to actions that get best results
|
|
216
|
+
|
|
217
|
+
Example (Gym Launch): Discovered that if gym owner ran paid ads and made a sale in first 7 days, their LTGP tripled. Focused all onboarding on hitting that milestone.
|
|
218
|
+
|
|
219
|
+
**4. Decrease Time Delay → Make Faster Wins (Source: p.15-17)**
|
|
220
|
+
|
|
221
|
+
Five ways to make wins feel faster:
|
|
222
|
+
1. Deliver seven small things at intervals instead of all at once
|
|
223
|
+
2. Share progress updates as frequently as possible
|
|
224
|
+
3. Force many wins in first 48 hours (forming impression window)
|
|
225
|
+
4. Always let them know when they'll hear from you next (BAMFAM)
|
|
226
|
+
5. Add 50% to deadlines to always deliver "early"
|
|
227
|
+
|
|
228
|
+
> "Customers form their lasting impression of a business in the first forty-eight hours after they buy." (Source: p.16)
|
|
229
|
+
|
|
230
|
+
**5. Decrease Effort & Sacrifice → Keep Improving Your Stuff (Source: p.18-20)**
|
|
231
|
+
|
|
232
|
+
Monthly improvement process:
|
|
233
|
+
1. Use customer service data, surveys, reviews to find most common problem
|
|
234
|
+
2. Figure out the fix (get feedback from customers who made it work despite problem)
|
|
235
|
+
3. Use feedback to improve product
|
|
236
|
+
4. Give new version to small group of struggling customers
|
|
237
|
+
5. Get feedback - if solved, launch to all; if not, back to step 2
|
|
238
|
+
6. Move to next most common problem, repeat forever
|
|
239
|
+
|
|
240
|
+
**Action Step:** "Set this as a recurring monthly process. Execute this process every month."
|
|
241
|
+
|
|
242
|
+
**6. Call to Action → Tell Them What to Buy Next (Source: p.21-22)**
|
|
243
|
+
|
|
244
|
+
> "If you have an incredible product, they're going to want more. You have to satisfy their desire to buy. If not, they will still buy... but from someone else." (Source: p.21)
|
|
245
|
+
|
|
246
|
+
- Keep selling to prevent customer drop-off
|
|
247
|
+
- More things to buy = more things to refer friends for
|
|
248
|
+
- Some customers who didn't refer for product A will refer for product B
|
|
249
|
+
|
|
250
|
+
#### Step 1.4: Ask for Referrals (Seven Methods)
|
|
251
|
+
| Field | Value |
|
|
252
|
+
|-------|-------|
|
|
253
|
+
| **Description** | Systematically request referrals using proven methods |
|
|
254
|
+
| **Cognitive Type** | Execution |
|
|
255
|
+
| **Automation Potential** | MEDIUM - process automated, asks human |
|
|
256
|
+
| **Executor** | Hybrid |
|
|
257
|
+
| **Precondition** | Goodwill built with customers |
|
|
258
|
+
| **Output** | Referral leads generated |
|
|
259
|
+
| **Guardrails** | Treat referral request as an OFFER |
|
|
260
|
+
| **Decision Rule** | "Asking for referrals only works when you treat it as an offer" |
|
|
261
|
+
|
|
262
|
+
**Key Insight (Source: p.24):**
|
|
263
|
+
> "Referrals come when you show the value the customer gets when they refer their friends."
|
|
264
|
+
|
|
265
|
+
**Seven Ways to Ask for Referrals (Source: p.25-32):**
|
|
266
|
+
|
|
267
|
+
**Method 1: One-Sided Referral Benefit (Source: p.25-26)**
|
|
268
|
+
- Pay your average CAC to either the referrer OR the friend
|
|
269
|
+
- Make them aware of the incentive
|
|
270
|
+
- Ask for real three-way introduction (call, text, or email - not just a name)
|
|
271
|
+
- Ask immediately when they buy, don't wait
|
|
272
|
+
|
|
273
|
+
Example: "$200 when your friend signs up" OR "$200 off for your friend"
|
|
274
|
+
|
|
275
|
+
*Spouse tip:* Works well for spouses since both benefit. Always ask for spouse, give family discount.
|
|
276
|
+
|
|
277
|
+
**Method 2: Two-Sided Referral Benefits (Source: p.26)**
|
|
278
|
+
- Pay CAC split between both parties (half to referrer, half to friend)
|
|
279
|
+
- Used by Dropbox (free storage to both) and PayPal ($10 credit to both)
|
|
280
|
+
|
|
281
|
+
Example: "$100 cash to you + $100 off for friend" - worked great for local businesses
|
|
282
|
+
|
|
283
|
+
**Method 3: Ask for Referral Right When They Buy (Source: p.27)**
|
|
284
|
+
- On sales contract or checkout page, ask for names/numbers
|
|
285
|
+
- Show them they get better results with a friend
|
|
286
|
+
- Best time to ask: moment of purchase (highest excitement)
|
|
287
|
+
|
|
288
|
+
Script example:
|
|
289
|
+
> "People who do our program with another person tend to get 3x the results. Who else could you do this program with?"
|
|
290
|
+
|
|
291
|
+
*Story:* New salesperson broke all records. Secret? "I just make sure to ask who else they'd like to come with them. Then I ask for an introduction."
|
|
292
|
+
|
|
293
|
+
**Method 4: Referrals as Negotiation Chip (Source: p.28)**
|
|
294
|
+
- Trade discount for introductions to friends
|
|
295
|
+
- Ethically charge different price because you changed the deal terms
|
|
296
|
+
|
|
297
|
+
Script:
|
|
298
|
+
> "I can't do anything less than $500 down payment, but if you make a three-way text introduction to some of your friends right now, I'll be happy to cut that initiation fee."
|
|
299
|
+
|
|
300
|
+
*If full-price customer finds out:* "Yes - Stacy got $100 off because she referred three friends. I'm happy to give you $100 if you refer me three friends. Who are you thinking of?"
|
|
301
|
+
|
|
302
|
+
**Method 5: Referral Events (Source: p.29)**
|
|
303
|
+
- Time-bound promotions (1-4 weeks)
|
|
304
|
+
- Points, credits, dollars, or bragging rights for bringing friends
|
|
305
|
+
- Sell the benefits of working with others
|
|
306
|
+
|
|
307
|
+
Event names:
|
|
308
|
+
- "Bring a Friend" promotion
|
|
309
|
+
- "Spouse Challenge" promotion
|
|
310
|
+
- "Accountability Partner" promotion
|
|
311
|
+
- "Coach Challenge" (create teams with employees and customers)
|
|
312
|
+
|
|
313
|
+
**Method 6: Ongoing Referral Programs (Source: p.30)**
|
|
314
|
+
- Talk about benefits of doing things with others ALL the time
|
|
315
|
+
- In free content, outreach, paid ads
|
|
316
|
+
- Friend saw 33% increase in total sign-ups after implementing (with 1M customers, 250k were referrals)
|
|
317
|
+
|
|
318
|
+
**Method 7: Unlockable Referral Bonuses (Source: p.31)**
|
|
319
|
+
- Create bonuses for people who 1) refer AND 2) leave testimonial
|
|
320
|
+
- Examples: VIP bonuses, courses, tokens, status, training, merchandise, service levels, premium support, additional hours
|
|
321
|
+
|
|
322
|
+
> "As always, the more insane you make the offer, the more people will refer. If you want them to refer, make it so good it'd be stupid not to."
|
|
323
|
+
|
|
324
|
+
#### Step 1.5: Advanced Referral Tactics
|
|
325
|
+
| Field | Value |
|
|
326
|
+
|-------|-------|
|
|
327
|
+
| **Description** | Combine methods into sophisticated referral campaigns |
|
|
328
|
+
| **Cognitive Type** | Creativity + Strategy |
|
|
329
|
+
| **Automation Potential** | LOW |
|
|
330
|
+
| **Executor** | Human |
|
|
331
|
+
| **Precondition** | Basic referral system working |
|
|
332
|
+
| **Output** | High-conversion referral campaigns |
|
|
333
|
+
| **Guardrails** | Limited only by creativity |
|
|
334
|
+
| **Decision Rule** | "The only limit is your creativity" |
|
|
335
|
+
|
|
336
|
+
**Gift Card Strategy (Source: p.32-33):**
|
|
337
|
+
1. Give everyone a gift card worth 1/3 of program cost
|
|
338
|
+
2. They can give to a friend if friend signs up with them
|
|
339
|
+
3. Gift card has expiration date (7-14 days) to force action
|
|
340
|
+
4. Referrer gets status from giving (not selling)
|
|
341
|
+
|
|
342
|
+
Message reframe:
|
|
343
|
+
- Old: "Hey, join my program for $2000 off"
|
|
344
|
+
- New: "I got this $2000 gift card. You want it? I don't want to waste it."
|
|
345
|
+
|
|
346
|
+
*Enhancement:* Use three-way introduction. Send photo of gift card with friend's name written on it (personalized).
|
|
347
|
+
|
|
348
|
+
**Gift Card Sale (Source: p.33):**
|
|
349
|
+
- Sell gift cards at 90% off as gifts (for friends of customers only)
|
|
350
|
+
- Referrer "spends a lot" on friend, you get paid to acquire new customer
|
|
351
|
+
- Win-win-win scenario
|
|
352
|
+
|
|
353
|
+
---
|
|
354
|
+
|
|
355
|
+
### SECTION II: EMPLOYEES (Internal Lead Getters)
|
|
356
|
+
|
|
357
|
+
**Source:** Chapter "#2 Employees" (p.34-56)
|
|
358
|
+
|
|
359
|
+
> "If you want to go fast, go alone. If you want to go far, go together." - African Proverb
|
|
360
|
+
|
|
361
|
+
#### Step 2.1: Understand Why Employees Make You Rich
|
|
362
|
+
| Field | Value |
|
|
363
|
+
|-------|-------|
|
|
364
|
+
| **Description** | Shift mindset on employee value proposition |
|
|
365
|
+
| **Cognitive Type** | Paradigm Shift |
|
|
366
|
+
| **Automation Potential** | N/A - mindset work |
|
|
367
|
+
| **Executor** | Human (leadership) |
|
|
368
|
+
| **Precondition** | Willing to examine beliefs |
|
|
369
|
+
| **Output** | New perspective on building team |
|
|
370
|
+
| **Guardrails** | Challenge existing beliefs |
|
|
371
|
+
| **Decision Rule** | "Replace yourself as fast as you can so you can become useful elsewhere" |
|
|
372
|
+
|
|
373
|
+
**Two Scenarios (Source: p.38-39):**
|
|
374
|
+
|
|
375
|
+
**Scenario 1:** $5M revenue, $2M profit, but business only works WITH you
|
|
376
|
+
- You have a well-paid job, not an asset
|
|
377
|
+
- Business worth nearly zero (no one else can run it)
|
|
378
|
+
|
|
379
|
+
**Scenario 2:** $5M revenue, $2M profit, business works WITHOUT you
|
|
380
|
+
- You have an asset, not a job
|
|
381
|
+
- Business worth $10M+ (investors would buy it)
|
|
382
|
+
- Plus: you get your time back
|
|
383
|
+
|
|
384
|
+
**Belief Shifts (Source: p.40-42):**
|
|
385
|
+
|
|
386
|
+
| Old Belief | New Belief |
|
|
387
|
+
|------------|------------|
|
|
388
|
+
| "If you want something done right, do it yourself" | "If you want something done right, get someone to spend all their time doing it" |
|
|
389
|
+
| "Nobody can do it like I do" | "If I can do it, someone else can do it better" |
|
|
390
|
+
| "No one can replace me" | "Everyone is replaceable, especially me" |
|
|
391
|
+
|
|
392
|
+
> "You get rich from what you earn. You become wealthy from what you own." (Source: p.39)
|
|
393
|
+
|
|
394
|
+
#### Step 2.2: Get Employees (The Internal Core Four)
|
|
395
|
+
| Field | Value |
|
|
396
|
+
|-------|-------|
|
|
397
|
+
| **Description** | Recruit employees using same methods as customer acquisition |
|
|
398
|
+
| **Cognitive Type** | Pattern Recognition |
|
|
399
|
+
| **Automation Potential** | MEDIUM |
|
|
400
|
+
| **Executor** | Hybrid |
|
|
401
|
+
| **Precondition** | Need to hire |
|
|
402
|
+
| **Output** | Candidate pipeline |
|
|
403
|
+
| **Guardrails** | Same volume and consistency as customer acquisition |
|
|
404
|
+
| **Decision Rule** | "The ways to get employee leads have equivalents to customer leads" |
|
|
405
|
+
|
|
406
|
+
**Internal Core Four (Source: p.45-46):**
|
|
407
|
+
|
|
408
|
+
| Customer Acquisition | Employee Acquisition |
|
|
409
|
+
|---------------------|---------------------|
|
|
410
|
+
| Warm Outreach | Ask Your Network |
|
|
411
|
+
| Cold Outreach | Recruiting |
|
|
412
|
+
| Post Content | Post Job Openings |
|
|
413
|
+
| Paid Ads | Promote Job Openings |
|
|
414
|
+
| Customer Referrals | Employee Referrals |
|
|
415
|
+
| Affiliates | Associations, Guilds, Email Lists |
|
|
416
|
+
| Agencies | Recruiting Firms |
|
|
417
|
+
| Employees | Employees (unchanged) |
|
|
418
|
+
|
|
419
|
+
**Key Insight:** "When you need to get new talent, you just advertise to get it. And when you need more, you do more."
|
|
420
|
+
|
|
421
|
+
#### Step 2.3: Train Employees (The 3Ds Method)
|
|
422
|
+
| Field | Value |
|
|
423
|
+
|-------|-------|
|
|
424
|
+
| **Description** | Systematically transfer your skills to employees |
|
|
425
|
+
| **Cognitive Type** | Teaching/Transfer |
|
|
426
|
+
| **Automation Potential** | MEDIUM - documentation automated, training human |
|
|
427
|
+
| **Executor** | Hybrid |
|
|
428
|
+
| **Precondition** | Employee hired |
|
|
429
|
+
| **Output** | Competent employee doing the work |
|
|
430
|
+
| **Guardrails** | Checklist-driven, not intuition-driven |
|
|
431
|
+
| **Decision Rule** | "If they're wrong or confused, WE were wrong or made it confusing" |
|
|
432
|
+
|
|
433
|
+
**The 3Ds (Source: p.48-51):**
|
|
434
|
+
|
|
435
|
+
**D1: DOCUMENT**
|
|
436
|
+
1. Write checklist of exact steps as you do them
|
|
437
|
+
2. Have trusted observers watch and document what you do
|
|
438
|
+
3. Record yourself doing the work multiple ways/times
|
|
439
|
+
4. Test checklist: Can YOU get A+ results following only the checklist?
|
|
440
|
+
5. First draft complete when checklist works for you
|
|
441
|
+
|
|
442
|
+
**D2: DEMONSTRATE**
|
|
443
|
+
1. Sit down and guide them through checklist step by step
|
|
444
|
+
2. If they stop or slow down to understand something, adjust checklist
|
|
445
|
+
3. Second draft ready for them to try
|
|
446
|
+
|
|
447
|
+
**D3: DUPLICATE**
|
|
448
|
+
1. They follow the same checklist you followed
|
|
449
|
+
2. You observe
|
|
450
|
+
3. If checklist is right, result will be the same
|
|
451
|
+
4. If they get wrong result following directions, fix the checklist
|
|
452
|
+
5. Make them follow it until they get it right
|
|
453
|
+
|
|
454
|
+
**Target Clarity:** "If you disappeared tomorrow, could a stranger get the results you get if they just followed your checklist?"
|
|
455
|
+
|
|
456
|
+
#### Step 2.4: Training Best Practices
|
|
457
|
+
| Field | Value |
|
|
458
|
+
|-------|-------|
|
|
459
|
+
| **Description** | Apply training principles for maximum effectiveness |
|
|
460
|
+
| **Cognitive Type** | Coaching |
|
|
461
|
+
| **Automation Potential** | LOW |
|
|
462
|
+
| **Executor** | Human |
|
|
463
|
+
| **Precondition** | Training in progress |
|
|
464
|
+
| **Output** | Faster learning, better retention |
|
|
465
|
+
| **Guardrails** | Reward process, not just outcomes |
|
|
466
|
+
| **Decision Rule** | "Focus on ability to follow directions more than getting result right" |
|
|
467
|
+
|
|
468
|
+
**Training Principles (Source: p.51-54):**
|
|
469
|
+
|
|
470
|
+
1. **Ownership of errors:** "If they err or get confused, we erred or made it confusing"
|
|
471
|
+
2. **Simplicity test:** "If we have to explain what a step means, the step is too complicated"
|
|
472
|
+
3. **Competence vs. Performance:** They may know what to do but need practice (slow → smooth → fast)
|
|
473
|
+
4. **Reward following directions:** Even if result is wrong but directions followed = praise + fix checklist
|
|
474
|
+
5. **Immediate feedback:** Every success = let them know. Every error = pause, step back, try again.
|
|
475
|
+
6. **No punishment during training:** Learning is punishment enough
|
|
476
|
+
7. **One thing at a time:** Give one piece of feedback, practice until right, then next
|
|
477
|
+
8. **Retrain on drops:** Performance drops = they stopped doing important step (find it, reinforce it)
|
|
478
|
+
|
|
479
|
+
#### Step 2.5: Calculate Employee ROI
|
|
480
|
+
| Field | Value |
|
|
481
|
+
|-------|-------|
|
|
482
|
+
| **Description** | Measure return on payroll investment for lead generation |
|
|
483
|
+
| **Cognitive Type** | Analysis |
|
|
484
|
+
| **Automation Potential** | HIGH |
|
|
485
|
+
| **Executor** | Worker |
|
|
486
|
+
| **Precondition** | Employees generating leads |
|
|
487
|
+
| **Output** | Cost per lead, CAC from employees |
|
|
488
|
+
| **Guardrails** | Include all payroll costs |
|
|
489
|
+
| **Decision Rule** | "LTGP:CAC should be at least 3:1" |
|
|
490
|
+
|
|
491
|
+
**Calculation (Source: p.55-56):**
|
|
492
|
+
|
|
493
|
+
```
|
|
494
|
+
Total Payroll / Total Engaged Leads = Cost per Engaged Lead
|
|
495
|
+
Cost per Engaged Lead × Leads per Customer = CAC
|
|
496
|
+
LTGP / CAC = Return Ratio
|
|
497
|
+
|
|
498
|
+
Example:
|
|
499
|
+
$100,000 payroll / 1,000 leads = $100 per engaged lead
|
|
500
|
+
$100 × 10 leads per customer = $1,000 CAC
|
|
501
|
+
$4,000 LTGP / $1,000 CAC = 4:1 ratio
|
|
502
|
+
```
|
|
503
|
+
|
|
504
|
+
**Acquisition.com Example (Source: p.56):**
|
|
505
|
+
- 30,000 engaged leads/month
|
|
506
|
+
- No paid ads, no outreach (just content)
|
|
507
|
+
- Team cost: ~$100,000/month
|
|
508
|
+
- Cost per engaged lead: $3.33
|
|
509
|
+
- Much higher revenue per lead than $3.33
|
|
510
|
+
|
|
511
|
+
#### Step 2.6: Diagnose Employee Issues
|
|
512
|
+
| Field | Value |
|
|
513
|
+
|-------|-------|
|
|
514
|
+
| **Description** | Identify whether problem is advertising or sales |
|
|
515
|
+
| **Cognitive Type** | Diagnosis |
|
|
516
|
+
| **Automation Potential** | LOW |
|
|
517
|
+
| **Executor** | Human |
|
|
518
|
+
| **Precondition** | CAC above target |
|
|
519
|
+
| **Output** | Root cause identification |
|
|
520
|
+
| **Guardrails** | Ask the diagnostic question |
|
|
521
|
+
| **Decision Rule** | "Don't fire sales if you have advertising problem (and vice versa)" |
|
|
522
|
+
|
|
523
|
+
**Diagnostic Question (Source: p.57):**
|
|
524
|
+
> "Do my engaged leads have the problem I solve and the money to spend?"
|
|
525
|
+
|
|
526
|
+
| Answer | Problem Type | Solution |
|
|
527
|
+
|--------|--------------|----------|
|
|
528
|
+
| No | Advertising | Fix targeting, messaging, lead quality |
|
|
529
|
+
| Yes but not buying | Sales | Fix pitch, objections, closing |
|
|
530
|
+
| Yes but not enough | Advertising | Scale volume |
|
|
531
|
+
|
|
532
|
+
---
|
|
533
|
+
|
|
534
|
+
### SECTION III: AGENCIES (Outsourced Lead Getting)
|
|
535
|
+
|
|
536
|
+
**Source:** Section IV Introduction and brief mentions (p.3, p.46)
|
|
537
|
+
|
|
538
|
+
> "Agencies are businesses with services that get leads for you."
|
|
539
|
+
|
|
540
|
+
#### Step 3.1: Understand Agency Role
|
|
541
|
+
| Field | Value |
|
|
542
|
+
|-------|-------|
|
|
543
|
+
| **Description** | Position agencies as shortcut, not dependency |
|
|
544
|
+
| **Cognitive Type** | Strategic |
|
|
545
|
+
| **Automation Potential** | N/A |
|
|
546
|
+
| **Executor** | Human |
|
|
547
|
+
| **Precondition** | Need to scale faster than internal team allows |
|
|
548
|
+
| **Output** | Agency engagement strategy |
|
|
549
|
+
| **Guardrails** | Don't depend on them forever |
|
|
550
|
+
| **Decision Rule** | "Use agencies to learn, then internalize" |
|
|
551
|
+
|
|
552
|
+
**Key Principles [INFERRED from source context]:**
|
|
553
|
+
- Agencies do Core Four activities on your behalf
|
|
554
|
+
- Pay fees for their services
|
|
555
|
+
- Can shortcut your learning curve
|
|
556
|
+
- Goal: learn from them, eventually bring in-house or reduce dependency
|
|
557
|
+
|
|
558
|
+
---
|
|
559
|
+
|
|
560
|
+
### SECTION IV: AFFILIATES (Commission-Based Partners)
|
|
561
|
+
|
|
562
|
+
**Source:** Section IV Introduction and brief mentions (p.3, p.46)
|
|
563
|
+
|
|
564
|
+
> "Affiliates are businesses that tell their audiences about your stuff to get leads for you."
|
|
565
|
+
|
|
566
|
+
#### Step 4.1: Understand Affiliate Model
|
|
567
|
+
| Field | Value |
|
|
568
|
+
|-------|-------|
|
|
569
|
+
| **Description** | Leverage other businesses' audiences for lead generation |
|
|
570
|
+
| **Cognitive Type** | Strategic |
|
|
571
|
+
| **Automation Potential** | MEDIUM |
|
|
572
|
+
| **Executor** | Hybrid |
|
|
573
|
+
| **Precondition** | Product that converts, tracking infrastructure |
|
|
574
|
+
| **Output** | Affiliate lead flow |
|
|
575
|
+
| **Guardrails** | Commission must be attractive but sustainable |
|
|
576
|
+
| **Decision Rule** | "Affiliates = other businesses promoting to their audiences" |
|
|
577
|
+
|
|
578
|
+
**Affiliate Recruiting (Source: p.46):**
|
|
579
|
+
| Customer Recruitment | Affiliate Recruitment |
|
|
580
|
+
|---------------------|----------------------|
|
|
581
|
+
| Affiliates | Associations, Guilds, Email Lists etc. |
|
|
582
|
+
|
|
583
|
+
**Key Principles [INFERRED from source context]:**
|
|
584
|
+
- Pay commission on leads or sales generated
|
|
585
|
+
- Affiliates use their own Core Four to their audience
|
|
586
|
+
- You benefit from their audience without building it yourself
|
|
587
|
+
- Must have compelling offer and commission structure
|
|
588
|
+
|
|
589
|
+
---
|
|
590
|
+
|
|
591
|
+
## Part 6: Decision Rules
|
|
592
|
+
|
|
593
|
+
### DR-001: Referral vs. Churn Ratio
|
|
594
|
+
```yaml
|
|
595
|
+
rule: REFERRAL_GROWTH_CHECK
|
|
596
|
+
trigger: Monthly review
|
|
597
|
+
condition:
|
|
598
|
+
- IF referral_rate > churn_rate THEN "GROWING" (no other advertising needed)
|
|
599
|
+
- IF referral_rate = churn_rate THEN "STAGNANT" (need other advertising to grow)
|
|
600
|
+
- IF referral_rate < churn_rate THEN "DYING" (advertising just to survive)
|
|
601
|
+
action: Improve product quality and referral asking
|
|
602
|
+
source: Section IV p.6
|
|
603
|
+
confidence: HIGH
|
|
604
|
+
```
|
|
605
|
+
|
|
606
|
+
### DR-002: Product Quality Check
|
|
607
|
+
```yaml
|
|
608
|
+
rule: PRODUCT_QUALITY_GATE
|
|
609
|
+
trigger: Referrals below target
|
|
610
|
+
condition:
|
|
611
|
+
- IF customers_not_referring THEN first_check "Product good enough?"
|
|
612
|
+
- IF product_exceptional THEN "People would already know about it"
|
|
613
|
+
action: Improve product before asking more
|
|
614
|
+
source: p.7
|
|
615
|
+
confidence: HIGH
|
|
616
|
+
```
|
|
617
|
+
|
|
618
|
+
### DR-003: Referral Value Calculation
|
|
619
|
+
```yaml
|
|
620
|
+
rule: REFERRAL_INCENTIVE
|
|
621
|
+
trigger: Setting referral reward
|
|
622
|
+
condition:
|
|
623
|
+
- IF reward < CAC THEN "Underpaying" (may not motivate)
|
|
624
|
+
- IF reward = CAC THEN "Optimal" (paying what you'd pay anyway)
|
|
625
|
+
- IF reward > CAC THEN "Overpaying" (unsustainable)
|
|
626
|
+
action: Pay up to CAC for referrals
|
|
627
|
+
source: p.25-26
|
|
628
|
+
confidence: HIGH
|
|
629
|
+
```
|
|
630
|
+
|
|
631
|
+
### DR-004: When to Ask for Referrals
|
|
632
|
+
```yaml
|
|
633
|
+
rule: REFERRAL_ASK_TIMING
|
|
634
|
+
trigger: Customer interaction
|
|
635
|
+
condition:
|
|
636
|
+
- IF moment == "purchase" THEN "Best time to ask"
|
|
637
|
+
- IF moment == "major_win" THEN "Good time to ask"
|
|
638
|
+
- IF moment == "complaint" THEN "Do not ask"
|
|
639
|
+
action: Ask at purchase and after wins
|
|
640
|
+
source: p.27
|
|
641
|
+
confidence: HIGH
|
|
642
|
+
```
|
|
643
|
+
|
|
644
|
+
### DR-005: Employee Diagnostic
|
|
645
|
+
```yaml
|
|
646
|
+
rule: EMPLOYEE_PROBLEM_DIAGNOSIS
|
|
647
|
+
trigger: CAC above 3x industry average
|
|
648
|
+
question: "Do my engaged leads have the problem I solve and the money to spend?"
|
|
649
|
+
condition:
|
|
650
|
+
- IF no THEN "Advertising problem" (don't fire sales)
|
|
651
|
+
- IF yes_but_not_buying THEN "Sales problem"
|
|
652
|
+
- IF yes_but_not_enough THEN "Advertising volume problem"
|
|
653
|
+
action: Fix the actual problem area
|
|
654
|
+
source: p.57
|
|
655
|
+
confidence: HIGH
|
|
656
|
+
```
|
|
657
|
+
|
|
658
|
+
### DR-006: Training Issue Detection
|
|
659
|
+
```yaml
|
|
660
|
+
rule: TRAINING_ERROR_OWNERSHIP
|
|
661
|
+
trigger: Employee makes mistake during training
|
|
662
|
+
condition:
|
|
663
|
+
- IF followed_directions AND wrong_result THEN "Checklist problem"
|
|
664
|
+
- IF didnt_follow_directions THEN "Need more practice"
|
|
665
|
+
- IF confused_by_step THEN "Step too complicated"
|
|
666
|
+
action: Fix checklist, not employee
|
|
667
|
+
source: p.51-52
|
|
668
|
+
confidence: HIGH
|
|
669
|
+
```
|
|
670
|
+
|
|
671
|
+
---
|
|
672
|
+
|
|
673
|
+
## Part 7: Exceptions & Edge Cases
|
|
674
|
+
|
|
675
|
+
### Exception 1: Full-Price Customer Discovers Discounted Referral
|
|
676
|
+
**Trigger:** Customer complains about seeing someone else get discount
|
|
677
|
+
**Source:** p.28
|
|
678
|
+
**Response:**
|
|
679
|
+
> "Yes - Stacy got $100 off because she referred three friends. I'm happy to give you $100 if you refer me three friends. Who are you thinking of?"
|
|
680
|
+
|
|
681
|
+
Result: They either back off OR give you three referrals. Win-win.
|
|
682
|
+
|
|
683
|
+
### Exception 2: Product Not Good Enough for Referrals
|
|
684
|
+
**Trigger:** Referral rate stays low despite asking
|
|
685
|
+
**Source:** p.7
|
|
686
|
+
**Response:** Stop focusing on referral tactics. Fix the product first.
|
|
687
|
+
> "If your product were exceptional, people would already know about it and you'd have more business than you could handle."
|
|
688
|
+
|
|
689
|
+
### Exception 3: Employee Seems Unteachable
|
|
690
|
+
**Trigger:** Employee keeps making mistakes
|
|
691
|
+
**Source:** p.51-52
|
|
692
|
+
**Response:** Before blaming employee:
|
|
693
|
+
1. Is the checklist clear enough?
|
|
694
|
+
2. Did we demonstrate properly?
|
|
695
|
+
3. Are we giving feedback one thing at a time?
|
|
696
|
+
4. Are they competent but need more practice?
|
|
697
|
+
|
|
698
|
+
### Exception 4: Referral Event Doesn't Generate Results
|
|
699
|
+
**Trigger:** Time-bound promotion produces few referrals
|
|
700
|
+
**Response:** [INFERRED]
|
|
701
|
+
1. Was the incentive compelling enough?
|
|
702
|
+
2. Did customers understand the value of doing things with others?
|
|
703
|
+
3. Was the deadline real and urgent?
|
|
704
|
+
|
|
705
|
+
---
|
|
706
|
+
|
|
707
|
+
## Part 8: Outputs
|
|
708
|
+
|
|
709
|
+
| Output | Format | Destination | Frequency |
|
|
710
|
+
|--------|--------|-------------|-----------|
|
|
711
|
+
| Referral Rate Report | Percentage | Executive | Monthly |
|
|
712
|
+
| Referrals vs. Churn Ratio | Dashboard | Leadership | Monthly |
|
|
713
|
+
| Employee Lead Generation Report | Spreadsheet | Sales Manager | Weekly |
|
|
714
|
+
| Cost per Lead (by source) | Metric | Finance | Monthly |
|
|
715
|
+
| Training Completion Tracking | Checklist | HR | Per hire |
|
|
716
|
+
| Affiliate Performance Report | Dashboard | Partnerships | Monthly |
|
|
717
|
+
|
|
718
|
+
### Key Metrics to Track
|
|
719
|
+
```
|
|
720
|
+
PRIMARY:
|
|
721
|
+
├── Referral Rate = Referrals / Total Customers
|
|
722
|
+
├── Net Growth = Referrals - Churn
|
|
723
|
+
├── LTGP:CAC Ratio (target >3:1)
|
|
724
|
+
└── Employee Lead Cost = Payroll / Leads Generated
|
|
725
|
+
|
|
726
|
+
SECONDARY:
|
|
727
|
+
├── Referral-to-Customer Conversion Rate
|
|
728
|
+
├── Referral Source Breakdown (which method works best)
|
|
729
|
+
├── Employee Efficiency (leads per employee)
|
|
730
|
+
├── Training Time to Competence
|
|
731
|
+
└── Affiliate Commission as % of Revenue
|
|
732
|
+
```
|
|
733
|
+
|
|
734
|
+
---
|
|
735
|
+
|
|
736
|
+
## Part 9: Validation
|
|
737
|
+
|
|
738
|
+
### Referral Quality Gates
|
|
739
|
+
|
|
740
|
+
| Gate | Threshold | Action if Failed |
|
|
741
|
+
|------|-----------|------------------|
|
|
742
|
+
| Product Goodwill | NPS > 50 | Improve product before scaling referrals |
|
|
743
|
+
| Referral Rate | > Churn Rate | Focus on product quality |
|
|
744
|
+
| Referral Ask Implementation | All 7 methods tested | Test remaining methods |
|
|
745
|
+
| Employee Training | 3Ds completed | Complete training protocol |
|
|
746
|
+
| Employee ROI | LTGP:CAC > 3:1 | Diagnose with sales vs. advertising question |
|
|
747
|
+
|
|
748
|
+
### Lead Getter Performance Standards
|
|
749
|
+
|
|
750
|
+
| Lead Getter | Metric | Minimum | Target | Top Performer |
|
|
751
|
+
|-------------|--------|---------|--------|---------------|
|
|
752
|
+
| Customers | Referral Rate | 5% | 15% | 30%+ |
|
|
753
|
+
| Employees | Leads/month | 50 | 100 | 200+ |
|
|
754
|
+
| Agencies | CAC multiple | <2x internal | =1x internal | <1x internal |
|
|
755
|
+
| Affiliates | Commission % | <30% | 20-25% | <20% |
|
|
756
|
+
|
|
757
|
+
---
|
|
758
|
+
|
|
759
|
+
## Part 10: Escalation Paths
|
|
760
|
+
|
|
761
|
+
| Situation | Escalate To | Timeline |
|
|
762
|
+
|-----------|-------------|----------|
|
|
763
|
+
| Referral rate dropping | Product team | Within week |
|
|
764
|
+
| Employee performance declining | Direct manager + HR | Same day |
|
|
765
|
+
| Agency costs exceeding value | Finance + Leadership | Within month |
|
|
766
|
+
| Affiliate complaints/fraud | Legal + Partnerships | Immediately |
|
|
767
|
+
| Training taking too long | Training lead | Within week |
|
|
768
|
+
|
|
769
|
+
---
|
|
770
|
+
|
|
771
|
+
## Part 11: Revision History
|
|
772
|
+
|
|
773
|
+
| Version | Date | Author | Changes |
|
|
774
|
+
|---------|------|--------|---------|
|
|
775
|
+
| 1.0.0 | 2026-02-10 | SOP Extractor | Initial extraction from $100M Leads Section IV |
|
|
776
|
+
|
|
777
|
+
---
|
|
778
|
+
|
|
779
|
+
## Appendix A: The One Question Test
|
|
780
|
+
|
|
781
|
+
**Source:** p.23
|
|
782
|
+
|
|
783
|
+
> "You lost all of your customers but one. The advertising gods banned you from doing the core four and declared:
|
|
784
|
+
> - All customers must come from this single customer
|
|
785
|
+
> - Violate our terms and we will destroy your business, and every other business you start, for eternity.
|
|
786
|
+
>
|
|
787
|
+
> How would you treat this customer? What would you do to make their experience so valuable they send all of their friends? What kind of results would they need to get? What would their onboarding look like? What kind of customer would you choose?"
|
|
788
|
+
|
|
789
|
+
**Application:** Act as if the advertising gods revoked your core four privileges at any moment. This mindset forces you to add more value to get more referrals.
|
|
790
|
+
|
|
791
|
+
---
|
|
792
|
+
|
|
793
|
+
## Appendix B: Cultural Elements ("Replace Yourself" Culture)
|
|
794
|
+
|
|
795
|
+
### Belief Shifts for Leaders
|
|
796
|
+
| Old Belief | New Belief | Source |
|
|
797
|
+
|------------|------------|--------|
|
|
798
|
+
| "If you want something done right, do it yourself" | "If you want something done right, get someone to spend all their time doing it" | p.40 |
|
|
799
|
+
| "Nobody can do it like I do" | "If I can do it, someone else can do it better" | p.41 |
|
|
800
|
+
| "No one can replace me" | "Everyone is replaceable, especially me" | p.41 |
|
|
801
|
+
|
|
802
|
+
### Key Mantras
|
|
803
|
+
| Mantra | Meaning | Application |
|
|
804
|
+
|--------|---------|-------------|
|
|
805
|
+
| "Replace yourself ASAP" | Your job is to become unnecessary | Automate and delegate everything |
|
|
806
|
+
| "Employees are how you get rich" | Ownership beats income | Build the asset, not the job |
|
|
807
|
+
| "Checklist clarity is your fault" | If they fail, the system failed | Fix systems, not people |
|
|
808
|
+
| "40 hours of doing → 4 hours of managing" | That's the trade | Keep making that trade |
|
|
809
|
+
|
|
810
|
+
---
|
|
811
|
+
|
|
812
|
+
## Appendix C: Scripts & Templates
|
|
813
|
+
|
|
814
|
+
### Three-Way Introduction Request (Source: p.25)
|
|
815
|
+
```
|
|
816
|
+
"Our customers get the best results when they do this with someone they know.
|
|
817
|
+
Who else would you like to do this with?
|
|
818
|
+
|
|
819
|
+
Great - can you make a three-way introduction right now via text?
|
|
820
|
+
[Wait while they do it]
|
|
821
|
+
|
|
822
|
+
Perfect. Let me send them a quick message through the group."
|
|
823
|
+
```
|
|
824
|
+
|
|
825
|
+
### Gift Card Referral Script (Source: p.32-33)
|
|
826
|
+
```
|
|
827
|
+
"I'm giving you this $2,000 gift card for [Program Name].
|
|
828
|
+
It expires in [7-14] days.
|
|
829
|
+
You can give it to a friend if they want to sign up with you.
|
|
830
|
+
|
|
831
|
+
[If they don't know anyone]
|
|
832
|
+
Who do you know that's been wanting to [desired outcome]?
|
|
833
|
+
Let me write their name on the card and you can take a photo to send them."
|
|
834
|
+
```
|
|
835
|
+
|
|
836
|
+
### Negotiation Chip Script (Source: p.28)
|
|
837
|
+
```
|
|
838
|
+
"I can't do anything less than $500 down payment.
|
|
839
|
+
BUT - if you make a three-way text introduction to some of your friends right now,
|
|
840
|
+
I'll be happy to cut that initiation fee.
|
|
841
|
+
|
|
842
|
+
Deal?"
|
|
843
|
+
```
|
|
844
|
+
|
|
845
|
+
### Employee Training Checklist Review (Source: p.48-51)
|
|
846
|
+
```
|
|
847
|
+
Before Training:
|
|
848
|
+
[ ] Checklist documented from my actual work
|
|
849
|
+
[ ] Steps are single actions (not multiple steps combined)
|
|
850
|
+
[ ] I can get A+ results following only the checklist
|
|
851
|
+
[ ] Recording available if helpful
|
|
852
|
+
|
|
853
|
+
During Demonstration:
|
|
854
|
+
[ ] Going step by step through checklist
|
|
855
|
+
[ ] Noting any confusion points for revision
|
|
856
|
+
[ ] Not rushing past unclear areas
|
|
857
|
+
|
|
858
|
+
During Duplication:
|
|
859
|
+
[ ] They're following checklist exactly
|
|
860
|
+
[ ] I'm observing without interrupting
|
|
861
|
+
[ ] Giving feedback one thing at a time
|
|
862
|
+
[ ] Praising direction-following even if result wrong
|
|
863
|
+
[ ] Updating checklist for any issues found
|
|
864
|
+
```
|
|
865
|
+
|
|
866
|
+
---
|
|
867
|
+
|
|
868
|
+
## Appendix D: Source References
|
|
869
|
+
|
|
870
|
+
> Complete mapping of every element extracted to its original source location.
|
|
871
|
+
|
|
872
|
+
### Section IV Introduction (Lead Getters Framework)
|
|
873
|
+
|
|
874
|
+
| Element | Section Original | Page | Direct Quote |
|
|
875
|
+
|---------|-----------------|------|--------------|
|
|
876
|
+
| Archimedes Quote | Section IV Intro | p.1 | "Give me a lever long enough and a fulcrum to place it, and I will move the world." |
|
|
877
|
+
| Leverage Definition | Section IV Intro | p.1 | "Leverage comes down to how much we get for the time we spend getting it" |
|
|
878
|
+
| Lead Getter Definition | Section IV Intro | p.1 | "I call these other people lead getters" |
|
|
879
|
+
| Four Scenarios | Section IV Intro | p.1-2 | Scenarios #1-4 with Work/Leads/Leverage ratings |
|
|
880
|
+
| Lead Getters Not Core Four | Section IV Intro | p.2 | "Lead getters are not part of the core four because they're not things you do" |
|
|
881
|
+
| Four Lead Getter Types | Section IV Intro | p.3 | "#1 Customers, #2 Employees, #3 Agencies, #4 Affiliates" |
|
|
882
|
+
| Compound Effect | Section IV Intro | p.2 | "Lead getters can go get lead getters!" |
|
|
883
|
+
|
|
884
|
+
### Chapter: Customer Referrals (Word of Mouth)
|
|
885
|
+
|
|
886
|
+
| Element | Section Original | Page | Direct Quote |
|
|
887
|
+
|---------|-----------------|------|--------------|
|
|
888
|
+
| Charlie Munger Quote | Chapter Intro | p.4 | "The best source of new work is the work on your desk" |
|
|
889
|
+
| $500k/week WOM Story | Narrative | p.4-8 | Facebook ads off for 2 weeks, still made $500k/week |
|
|
890
|
+
| 700 Gym Lords Story | Narrative | p.8-9 | "Almost the entire room" raised hands for referrals |
|
|
891
|
+
| Referral Definition | How Referrals Work | p.9 | "A referral happens when someone sends an engaged lead to your business" |
|
|
892
|
+
| LTGP Higher | How Referrals Grow | p.10 | "Referrals buy more expensive things and buy more often" |
|
|
893
|
+
| CAC Lower | How Referrals Grow | p.10 | "If a customer sends you another customer... that new customer costs you nothing" |
|
|
894
|
+
| 4:1 to 12:1 Example | How Referrals Grow | p.10 | Math showing 3 customers for price of 1 |
|
|
895
|
+
| Exponential vs Linear | How Referrals Grow | p.11 | "One customer brings two. Two bring four. Four bring eight." |
|
|
896
|
+
| Referral Growth Equation | How Referrals Grow | p.11 | "Referrals (entering) minus customers who cancel (leaving)" |
|
|
897
|
+
| PayPal/Dropbox Reference | How Referrals Grow | p.12 | "That's how companies like PayPal and Dropbox exploded" |
|
|
898
|
+
|
|
899
|
+
### Two Reasons for No Referrals
|
|
900
|
+
|
|
901
|
+
| Element | Section Original | Page | Direct Quote |
|
|
902
|
+
|---------|-----------------|------|--------------|
|
|
903
|
+
| Product Not Good Enough | Problem #1 | p.12-13 | "If your product were exceptional, people would already know about it" |
|
|
904
|
+
| Quote About Embarrassment | Problem #1 | p.13 | "Why are my customers too embarrassed to tell everyone they know about my product?" |
|
|
905
|
+
| Service Examples | Problem #1 | p.13 | Pool guy, landscapers, cleaning service examples |
|
|
906
|
+
| Don't Ask | Problem #2 | p.24 | "Know why businesses have so few referrals... They never ask" |
|
|
907
|
+
| Goodwill Formula | Problem #1 | p.14 | "Price is what you charge. Value is what they receive. The difference... is goodwill" |
|
|
908
|
+
| Rory Sutherland Quote | Problem #1 | p.14 | "Any fool can sell something for less" |
|
|
909
|
+
|
|
910
|
+
### Six Ways to Give More Value
|
|
911
|
+
|
|
912
|
+
| Element | Section Original | Page | Direct Quote |
|
|
913
|
+
|---------|-----------------|------|--------------|
|
|
914
|
+
| Six Ways Overview | Six Ways | p.15 | Maps to advertising components |
|
|
915
|
+
| Sell Better Customers | Way #1 | p.15-16 | PR company niche example, "figure out what your most successful customers have in common" |
|
|
916
|
+
| Set Better Expectations | Way #2 | p.17 | "In the beginning, I would promise everything and more" |
|
|
917
|
+
| Movie Expectation Analogy | Way #2 | p.17 | "Have you ever had a stranger tell you that a new movie was incredible?" |
|
|
918
|
+
| Action Step Expectations | Way #2 | p.17 | "Slowly lower the promises you make when making offers" |
|
|
919
|
+
| Better Results Process | Way #3 | p.18-19 | 6-step process starting with "Survey customers" |
|
|
920
|
+
| Gym Launch 7-Day Example | Way #3 | p.18 | "If a gym owner ran paid ads and made a sale in the first seven days, their LTGP tripled" |
|
|
921
|
+
| Guarantee Matching | Way #3 | p.19 | "Match the conditions of your guarantee to the actions that get the best results" |
|
|
922
|
+
| Win Definition | Way #4 | p.19 | "I define a 'win' as any positive experience a customer has" |
|
|
923
|
+
| Five Faster Win Ways | Way #4 | p.20-21 | Deliver in intervals, share updates, first 48 hours, BAMFAM, add 50% to deadlines |
|
|
924
|
+
| 48 Hour Impression | Way #4 | p.20 | "Customers form their lasting impression of a business in the first forty-eight hours" |
|
|
925
|
+
| Never Wait Forgiveness | Way #4 | p.21 | "Never expect customers to forgive you. Never." |
|
|
926
|
+
| Monthly Improvement Process | Way #5 | p.21-22 | 6-step monthly process |
|
|
927
|
+
| Keep Selling Importance | Way #6 | p.22-23 | "If you have an incredible product, they're going to want more" |
|
|
928
|
+
| Different Products Different Referrals | Way #6 | p.23 | Weight loss company example |
|
|
929
|
+
|
|
930
|
+
### Seven Ways to Ask for Referrals
|
|
931
|
+
|
|
932
|
+
| Element | Section Original | Page | Direct Quote |
|
|
933
|
+
|---------|-----------------|------|--------------|
|
|
934
|
+
| Treat As Offer | Introduction | p.24 | "Asking for referrals only works when you treat it as an offer" |
|
|
935
|
+
| Dropbox Case Study | Examples | p.24 | "Multiplied their business 39x in fifteen months" |
|
|
936
|
+
| PayPal Case Study | Examples | p.25 | "$10 credit... reached one million users in two years" |
|
|
937
|
+
| One-Sided Benefit | Method #1 | p.25-26 | "Pay your average cost to acquire a customer (CAC) to the referrer or the friend" |
|
|
938
|
+
| Three-Way Introduction | Method #1 | p.26 | "Real three-way introduction... not just a name and number" |
|
|
939
|
+
| Spouse Tip | Method #1 | p.26 | "This works very well for spouses" |
|
|
940
|
+
| Two-Sided Benefits | Method #2 | p.26-27 | "We pay our CAC to both parties" |
|
|
941
|
+
| $500 Program Example | Method #2 | p.27 | "$100 in cash, and we give their friend $100 off" |
|
|
942
|
+
| Ask When Buy | Method #3 | p.27 | "On the sales contract or checkout page" |
|
|
943
|
+
| New Salesman Story | Method #3 | p.27-28 | "Half of his sales were referrals" |
|
|
944
|
+
| 3x Results Script | Method #3 | p.28 | "People who do our program with another person tend to get 3x the results" |
|
|
945
|
+
| Negotiation Chip | Method #4 | p.28-29 | "Trade discount for introductions" |
|
|
946
|
+
| Negotiation Script | Method #4 | p.29 | "I can't do anything less than $500 down payment, but if you make a three-way text introduction..." |
|
|
947
|
+
| Full Price Customer Response | Method #4 | p.29 | "Yes - Stacy got $100 off because she referred three friends" |
|
|
948
|
+
| Referral Events | Method #5 | p.29-30 | "Points, credits, dollars, or even just bragging rights" |
|
|
949
|
+
| Event Names | Method #5 | p.30 | "Bring a Friend, Spouse Challenge, Accountability Partner, Coach Challenge" |
|
|
950
|
+
| Ongoing Programs | Method #6 | p.30-31 | "Talk about the benefits of doing things with others all the time" |
|
|
951
|
+
| 33% Increase Example | Method #6 | p.31 | "1,000,000 customers... 250,000 of them were referred" |
|
|
952
|
+
| Unlockable Bonuses | Method #7 | p.31 | "VIP bonuses, courses, tokens, status, training, merchandise" |
|
|
953
|
+
| Insane Offer Quote | Method #7 | p.31 | "The more insane you make the offer, the more people will refer" |
|
|
954
|
+
|
|
955
|
+
### Advanced Referral Tactics
|
|
956
|
+
|
|
957
|
+
| Element | Section Original | Page | Direct Quote |
|
|
958
|
+
|---------|-----------------|------|--------------|
|
|
959
|
+
| Gift Card Strategy | Combined Tactics | p.32-33 | "Give everyone a gift card worth one third the cost of their program" |
|
|
960
|
+
| Status From Giving | Gift Cards | p.32 | "Instead of saying 'hey, join my program for $2000 off' they say 'I got this $2000 gift card'" |
|
|
961
|
+
| Personalized Card | Gift Cards | p.33 | "Bonus points if you write the friend's name on it before sending the picture" |
|
|
962
|
+
| Gift Card Sale | Gift Cards | p.33 | "Sell the gift cards at ninety percent off as purchasable gifts" |
|
|
963
|
+
| Only Limit Creativity | Conclusion | p.33 | "The only limit is your creativity" |
|
|
964
|
+
|
|
965
|
+
### The One Question Test
|
|
966
|
+
|
|
967
|
+
| Element | Section Original | Page | Direct Quote |
|
|
968
|
+
|---------|-----------------|------|--------------|
|
|
969
|
+
| Thought Experiment | Consolidation | p.23-24 | "You lost all of your customers but one. The advertising gods banned you..." |
|
|
970
|
+
| Questions to Ask | Consolidation | p.24 | "How would you treat this customer? What would you do to make their experience so valuable..." |
|
|
971
|
+
|
|
972
|
+
### Referral Conclusion
|
|
973
|
+
|
|
974
|
+
| Element | Section Original | Page | Direct Quote |
|
|
975
|
+
|---------|-----------------|------|--------------|
|
|
976
|
+
| Referral Risk | Conclusion | p.34 | "Referring is always a risk for the customer" |
|
|
977
|
+
| Goodwill Balance | Conclusion | p.34 | "Customers only refer when they think it's very likely their friend will have a good experience" |
|
|
978
|
+
| Action Items | Conclusion | p.35 | "Figure out your referral percentages and cancellation percentages to set a baseline" |
|
|
979
|
+
| Compensation Quote | Conclusion | p.35 | "I am compensated tomorrow for the value I provide today" |
|
|
980
|
+
|
|
981
|
+
### Chapter: Employees
|
|
982
|
+
|
|
983
|
+
| Element | Section Original | Page | Direct Quote |
|
|
984
|
+
|---------|-----------------|------|--------------|
|
|
985
|
+
| African Proverb | Chapter Intro | p.36 | "If you want to go fast, go alone. If you want to go far, go together" |
|
|
986
|
+
| Hiring Bottleneck Story | Narrative | p.36-38 | "We lose a rep about every four weeks" discussion |
|
|
987
|
+
| Group Interview Solution | Narrative | p.38 | "Start interviewing in groups... find the crazies there" |
|
|
988
|
+
| Doubled Sales Result | Narrative | p.38 | "Sales from cold outreach doubled" |
|
|
989
|
+
| How Employees Work | Explanation | p.39 | "Employees who get leads are people working in your business who you train to get leads" |
|
|
990
|
+
| Time Trade | Explanation | p.39 | "If you trade forty hours of doing for four hours of managing" |
|
|
991
|
+
| 200 Hours Trade | Explanation | p.39 | "Trade 200 hours of work per week for twenty hours of managing" |
|
|
992
|
+
|
|
993
|
+
### Why Employees Make You Rich
|
|
994
|
+
|
|
995
|
+
| Element | Section Original | Page | Direct Quote |
|
|
996
|
+
|---------|-----------------|------|--------------|
|
|
997
|
+
| Scenario 1 | Rich Explanation | p.40 | "$5,000,000 per year in revenue and $2,000,000 in profit... have to work all the time" |
|
|
998
|
+
| Well-Paid Job | Scenario 1 | p.40 | "You basically have a well-paid job" |
|
|
999
|
+
| Scenario 2 | Rich Explanation | p.40-41 | "Same... but there's one big difference: The business runs without you" |
|
|
1000
|
+
| $10M+ Value | Scenario 2 | p.41 | "Your $2,000,000 in profit per year... could easily be worth $10,000,000+" |
|
|
1001
|
+
| Get Rich Quote | Principle | p.42 | "You get rich from what you earn. You become wealthy from what you own." |
|
|
1002
|
+
|
|
1003
|
+
### Everything I Thought About Employees Was Wrong
|
|
1004
|
+
|
|
1005
|
+
| Element | Section Original | Page | Direct Quote |
|
|
1006
|
+
|---------|-----------------|------|--------------|
|
|
1007
|
+
| Three False Beliefs | Beliefs | p.42-43 | "If you want something done right... Nobody can do it like I do... No one can replace me" |
|
|
1008
|
+
| Comparing Mistake | Personal Story | p.43 | "I compared what they could do with what I could do" |
|
|
1009
|
+
| Real Problem | Personal Story | p.43-44 | "The reality was twofold: First, I didn't have the skills to properly train or lead a team" |
|
|
1010
|
+
| Three New Beliefs | New Beliefs | p.44 | Three replacement beliefs |
|
|
1011
|
+
| Replace Yourself Quote | New Beliefs | p.44 | "Replace yourself as fast as you can. Then, you can become useful somewhere else." |
|
|
1012
|
+
|
|
1013
|
+
### Internal Core Four
|
|
1014
|
+
|
|
1015
|
+
| Element | Section Original | Page | Direct Quote |
|
|
1016
|
+
|---------|-----------------|------|--------------|
|
|
1017
|
+
| Same Framework | Parallel | p.45 | "Changing the frame from 'letting potential customers know' to 'letting potential employees know'" |
|
|
1018
|
+
| Mapping Table | Parallel | p.45-46 | Complete customer-to-employee parallel |
|
|
1019
|
+
| Reliable Process | Parallel | p.46 | "Just like creating a reliable process to get customers, you can also create a reliable process for getting employees" |
|
|
1020
|
+
|
|
1021
|
+
### The 3Ds Training Method
|
|
1022
|
+
|
|
1023
|
+
| Element | Section Original | Page | Direct Quote |
|
|
1024
|
+
|---------|-----------------|------|--------------|
|
|
1025
|
+
| 3Ds Introduction | Training | p.47 | "I think about and actually approach training with this mental model: 3Ds" |
|
|
1026
|
+
| Document Steps | Step One | p.48 | "You make a checklist... write down the steps exactly how you do them" |
|
|
1027
|
+
| Test Checklist | Document | p.48 | "Can you do A+ work following only your directions exactly?" |
|
|
1028
|
+
| Demonstrate Steps | Step Two | p.49 | "You sit down and walk them through the checklist step by step" |
|
|
1029
|
+
| Update for Confusion | Demonstrate | p.49 | "If they stop or slow you down to understand something, adjust your checklist" |
|
|
1030
|
+
| Duplicate Steps | Step Three | p.49-50 | "Now it's their turn. They follow the same checklist you followed" |
|
|
1031
|
+
| Checklist Right Test | Duplicate | p.50 | "If the checklist is right, then the result will be the same" |
|
|
1032
|
+
| Stranger Test | Clarity Target | p.50 | "If you disappeared tomorrow, could a stranger get the results you get" |
|
|
1033
|
+
|
|
1034
|
+
### Training Best Practices
|
|
1035
|
+
|
|
1036
|
+
| Element | Section Original | Page | Direct Quote |
|
|
1037
|
+
|---------|-----------------|------|--------------|
|
|
1038
|
+
| Error Ownership | Notes | p.51 | "If they err or get confused then we erred or made it confusing" |
|
|
1039
|
+
| Step Complexity | Notes | p.51 | "If we have to explain what a step means then the step is too complicated" |
|
|
1040
|
+
| Competence vs Performance | Notes | p.52 | "They may know exactly what to do and not be as good at it yet" |
|
|
1041
|
+
| Slow Then Smooth | Notes | p.52 | "Think 'slow then smooth then fast'" |
|
|
1042
|
+
| Follow Directions Focus | Notes | p.52 | "Focus on your employee's ability to follow directions more than if they get the result right" |
|
|
1043
|
+
| Praise Directions | Notes | p.52-53 | "Every time they do a step successfully - let them know they did it right" |
|
|
1044
|
+
| No Punishment | Notes | p.53 | "Avoid punishment or penalties of any kind for doing things wrong during training" |
|
|
1045
|
+
| One At A Time | Notes | p.53 | "Give feedback one step at a time. Give one piece of feedback at a time" |
|
|
1046
|
+
| Retrain On Drops | Notes | p.54 | "Whenever there's a bigger drop from normal performance, retrain the team" |
|
|
1047
|
+
|
|
1048
|
+
### Employee ROI Calculation
|
|
1049
|
+
|
|
1050
|
+
| Element | Section Original | Page | Direct Quote |
|
|
1051
|
+
|---------|-----------------|------|--------------|
|
|
1052
|
+
| Payroll Formula | Calculation | p.55 | "Total Payroll / Total Engaged Leads = Cost per engaged lead" |
|
|
1053
|
+
| Example Calculation | Calculation | p.55 | "$100,000 / 1000 leads = $100 per lead engaged" |
|
|
1054
|
+
| Acquisition.com Example | Real Example | p.56 | "30,000 engaged leads per month... about $100,000 per month... approximately $3.33 per engaged lead" |
|
|
1055
|
+
|
|
1056
|
+
### Diagnosing Employee Issues
|
|
1057
|
+
|
|
1058
|
+
| Element | Section Original | Page | Direct Quote |
|
|
1059
|
+
|---------|-----------------|------|--------------|
|
|
1060
|
+
| 3x Industry Rule | Diagnosis | p.57 | "If your CAC is more than 3x the industry average then you have a sales problem or an advertising problem" |
|
|
1061
|
+
| Diagnostic Question | Diagnosis | p.57 | "Do my engaged leads have the problem I solve and the money to spend?" |
|
|
1062
|
+
| Three Outcomes | Diagnosis | p.57 | "If no... advertising problem. If yes but not buying... sales problem. If yes but not enough... advertising problem" |
|
|
1063
|
+
| Don't Fire Wrong Person | Diagnosis | p.57 | "Don't fire your sales guy if you have advertising problems" |
|
|
1064
|
+
|
|
1065
|
+
### Employee Conclusion
|
|
1066
|
+
|
|
1067
|
+
| Element | Section Original | Page | Direct Quote |
|
|
1068
|
+
|---------|-----------------|------|--------------|
|
|
1069
|
+
| Leadership Role | Conclusion | p.58 | "It's your job to advertise and sell the vision of your company" |
|
|
1070
|
+
| Anyone Can Be Taught | Conclusion | p.58 | "I believe anyone can be taught to do 'ground level' jobs for any business" |
|
|
1071
|
+
| Iron Will Quote | Conclusion | p.58-59 | "We have many more iron wills than brains anyway... brains, it's about guts" |
|
|
1072
|
+
| Guts Is A Skill | Conclusion | p.59 | "Having guts is a skill. And that means anybody can have guts if they learn how" |
|
|
1073
|
+
| Treat Winners Well | Conclusion | p.59 | "When you find winners... treat them well, don't burn them out, and give them what they deserve" |
|
|
1074
|
+
|
|
1075
|
+
### Agencies & Affiliates (Brief Mentions)
|
|
1076
|
+
|
|
1077
|
+
| Element | Section Original | Page | Direct Quote |
|
|
1078
|
+
|---------|-----------------|------|--------------|
|
|
1079
|
+
| Agencies Definition | Section IV Intro | p.3 | "Agencies - businesses with services that get leads for you" |
|
|
1080
|
+
| Affiliates Definition | Section IV Intro | p.3 | "Affiliates - businesses that tell their audiences about your stuff to get leads for you" |
|
|
1081
|
+
| Agency Tease | Employees Conclusion | p.59-60 | "Yes, you can pay people to shortcut your way there... I finally cracked the code" |
|
|
1082
|
+
| Recruiting Firm Parallel | Internal Core Four | p.46 | "Agencies → Recruiting Firms etc." |
|
|
1083
|
+
| Affiliate Parallel | Internal Core Four | p.46 | "Affiliates → Associations, Guilds, Email Lists etc." |
|
|
1084
|
+
|
|
1085
|
+
---
|
|
1086
|
+
|
|
1087
|
+
## Gaps Identified
|
|
1088
|
+
|
|
1089
|
+
| Gap ID | Description | Severity | Clarification Needed |
|
|
1090
|
+
|--------|-------------|----------|---------------------|
|
|
1091
|
+
| GAP-001 | Agencies chapter not in translated source | HIGH | Full Agencies chapter content |
|
|
1092
|
+
| GAP-002 | Affiliates chapter not in translated source | HIGH | Full Affiliates chapter content |
|
|
1093
|
+
| GAP-003 | [INFERRED] Specific affiliate commission structures | MEDIUM | Industry benchmarks |
|
|
1094
|
+
| GAP-004 | [INFERRED] Agency management best practices | MEDIUM | Contract terms, KPIs |
|
|
1095
|
+
| GAP-005 | [INFERRED] Referral tracking technology | LOW | Specific software recommendations |
|
|
1096
|
+
|
|
1097
|
+
---
|
|
1098
|
+
|
|
1099
|
+
**Validation Score: 11/11 parts complete**
|
|
1100
|
+
**Source References: 100+ elements mapped**
|
|
1101
|
+
**Note: Agencies and Affiliates sections are brief due to incomplete source translation. Customer Referrals and Employees sections are comprehensive.**
|
|
1102
|
+
|
|
1103
|
+
|
|
1104
|
+
|
|
1105
|
+
<\!-- Criado com Squad Creator do AIOXPRO por @oalanicolas e @pedrovalerio | 2026-02-10 -->
|