How to set goals for 2026 - Goal Setting Masterclass

Joe Apfelbaum leads a five-module goal-setting system covering passions, annual review, dreams, SMART goals, and scheduling. The masterclass includes live list-building, AI prospecting tools like Apollo.io and Gemini, and real examples like building outreach lists and automating follow-ups for 2026.
Chapters
Hey everybody, this is Joe Apfelbaum and I have something that I want to unveil to you guys called the Goal Setting Masterclass.
And I am going to be sharing some videos now of some of the videos that are inside the Goal Setting Masterclass so you can kind of view them with me.
Let me know if you want the full Goal Setting Masterclass, if you want all the videos and all the frameworks. We're also going to be integrating them into our sales assistant because I think that goals Are very aligned with sales. And I think it's really important for us to have our goals aligned with our sales and what we're doing. So, um, I, I think it's really, really key to have that going. So we're gonna go into LinkedIn real quick just to kind of see who's commenting on this post over here. Let me know if you wanna learn about the Goal Setting Masterclass and how it works.
Um, just, you know, you can comment and like on this post. I'll be kind of watching it over here. I'll refresh and see if you're watching it, but let's listen in.
We are so excited to get started in Module 1 of the goal setting course. This is the values section, and right now we are going to talk about passions.
It used to be that we used to be very passionate about things when we were a child. We were curious about everything, and suddenly we became resigned and cynical as adults because we didn't want people to judge us, and we started to like dim our light a little bit.
And what ends up happening together with dimming our light is that we also end up dimming our energy as children.
Of course, everything excites us. Everything is new. The world is new. Even paper is exciting, right?
You're more excited about the cardboard box than you are about the toys that were inside it at Christmastime.
And that makes sense because our and our we are full of imagination.
And then as we get older and we kind of get beat around by life, as Joe said, we do, we naturally dim our own light so that we conform and we fit inside society.
So the first, the first class is all about, um, is all about passions and figuring out like what you're really passionate about and If you go to evergreen.com, I wonder if we have our goal setting, /goalsetting. Let's just see what happens if you go to /goalsetting. Oh, look at that.
We have our goal setting masterclass here.
Let's see if we have our framework here. Wow. All this is right here. This is so nice. We did so many of this. So many of these amazing— let's see, get started. Yeah, so we're giving this whole entire goal-setting masterclass away right now. So if you guys are— oh, look at this, we have a 5-step goal-setting framework and everything here. Look at this. All right, let's listen.
Society's box and we just go with the flow and we forget that we even have passions or that we even had passion.
So if you ask yourself, what are the things that you enjoy doing back in the day that brought you tons of joy? Right? Think about the things that brought you tons of joy. You may not even have answers in your head yet, but if you can find these things right now in your life right now, exercises, activities, anything else that gives you passion, that has you in that state of flow where you forget the world around you and you're just solely focused on the thing that you're doing right now, you will find that fire and spark inside of you.
And why is that important in terms of goal setting? So there's something called the scale of consciousness. And so there are people that are super, super conscious, super aware, and there are some—
I love the scale of consciousness.
I'm actually going to ask Claude. Claude. To please create a prompt for Nano Banana Pro that will make me the scale of conscious as a graphic in the Evie AI colors. And let's see if I have the Evie AI colors handy. Let me go to Documents, Business, Heavy AI. Here are the Heavy AI colors and styles. All right, here we go. Let's keep watching.
Some people that are completely unaware they're under a rock.
So when you're constantly in fear, when you're constantly activated or agitated or triggered or even bored or even depressed or even like, you know, all the way in the bottom and you're not regulated, you're not in the middle, you're not flowing.
What ends up happening is you don't have the energy that you need in order for you to actually set goals, for you to strategize, and for you then to execute on those goals. Yeah, you're smart, you're apathetic about life. Who cares? I don't care about anything. I'm not even going to bother to set a goal, let alone achieve the goal.
Take action towards achieving the goal. So you're never going to get where you want to be in life if you're at the bottom of the consciousness pyramid. So if you want to get to the top, you need to think of things like gratitude, like joy, like happiness, instead of thinking of things like guilt and like, you know, being down on the bottom.
So we don't just want to think about joy, right? You want to find the things in your life that bring you joy and focus on those things and keep those things front and center in your life. Is that right?
Yeah. So find the things that bring you joy so you can start doing them more. But first, even identify what are they. And then also, what are you grateful for in your life? Because you know you can't be grateful and angry at the same time. It's kind of—
I love this.
I love the way that we're putting this together.
So look at this. Create a sophisticated modern infographic of the scale of consciousness. Um, okay, bottom to top. Shame all the way to joy, peace, and enlightenment. Okay, so now let's go to Gemini. Let us go to the anatomy of the perfect LinkedIn headline. Okay, we nailed it. And then we're just gonna go here and see if it can create it for me. All right, let's go.
Kind of like the opposite of anger or sadness or whatever it is. You said, ask yourself, do you want darkness or do you want light?
What's that about?
So most of us are stuck in the dark. We're completely stuck in the dark and we don't even know that we're in the dark. So we're going to create a little more awareness. Because ultimately, at the end of the day, you are much more powerful than you're willing to admit that you are.
And why?
Because we're afraid that other people, that if our light shines too much, that will bother other people. Well, let me tell you something. You have a responsibility to allow your light to shine so much that not only will you be a source of light for yourself and the people that you love, but for the world. Instead of dimming yourself and becoming darker and smaller and doing less and having less energy and not making too much noise.
You want to become bigger and more powerful, right? Passion is energy.
I have an idea.
I want to create sheets.new. I'm going to create an AI business development idea. AI business development circle ideas for things to do. And then I'm going to say thing to do, and I'm going to say custom GPT for personalized infographic prompt creation. With colors, shapes, styles, etc.
Yeah, that's cool.
I love that.
All right, I put that as a thought. Oh wow, look at this. Evie AI book. Don't love that. Um, let me type in scale of consciousness. Here, map scale of consciousness. Here it is. Scale of consciousness. Enlightenment all the way from shame. Copy this. Put it in here. Make it more in this style. All right, let's see.
As you can see, he's very passionate right now, right? And he's vibrating with this energy. You don't need to necessarily be at Joe's level of energy, right? I have the same level of passion in my life, but I'm a different human being, so I don't put it out in the same way as Joe, and that's fine.
And why?
Let me tell you another reason why. Napoleon Hill, in his book Think and Grow Rich, he says the first step to riches or getting anything you want is figuring out what your desire is, what your hunger is. And people forgot that they're hungry. You know, often people that are about to die, they stop eating. A lot of people that really, really get old, they stop having desire. They, you know, they retire and they stop having desire. And I want people to tap into their natural desire. You have a natural hunger inside you that you can actually tap in.
And by doing this framework that we're about to give you, you're going to learn what that desire, what that hunger is. And if you can tap into that, that's going to give you the momentum that you need in order for us to properly plan our goals and then set them and achieve them.
So download the Passions Framework, which is right below this video, and fill it out. And it hopefully will help you if you don't know what you're passionate about right now. Hopefully it will spark something inside of you.
We ask you a bunch of questions about various aspects of your life, whether it's something job-related, career-related, whether it's your family, your kids, your parents, your siblings.
I love that. Uh, much better. Completely redesign it and don't say book on top, just our logo.
Siblings, whether it's an activity, a sport, whether it's teaching others, we're going to try to help you find that passion so that you can start to bring your inner life out.
People that are interested are interesting. So you need to become a little more interested in yourself in order for you to become a little more interesting.
And let me tell you something, doing this work may sound like a waste of time to some people, but when you start getting really, really clear and you start seeing in your life what excites you, then you can start doing more of those things so you can start living a better life.
So download that passion framework, fill it out, and we will see you in the next video about strengths.
That's good. That's approved, Jen. Okay, let's go to the next video. Annual review.
Welcome to the 2nd module of the goal setting masterclass, the issues section. In this part of the course, we're going to do your annual review. Most people never look back at their past year. They just move forward without ever checking what worked, what didn't, or how they actually felt. I personally review my week every week, and every year Joe and I sit down and review the entire year before planning ahead. And this is so important.
Exactly. If you want clarity on what you want to create next year, you have to look back. You need to identify 3 things: your accomplishments, your opportunities, and your frustrations. If you're not reviewing your year, you won't identify the core issues that are holding you back from the next level.
So we created a framework for you. You're going to review each month of your previous year and list the events that happened.
Look through your photos, your emails, your calendar, anything that reminds you what actually happened. What events did you attend? Who did you meet? What moments made you feel proud? What moments brought you down?
And what was the context? Was it a family holiday? A work conference? A kids' event? A celebration? Knowing the context matters.
Some events will clearly feel like accomplishments, some will feel like opportunities, and others will feel like frustrations or setbacks. All of these become your list of issues, the things you can analyze to understand what shaped your year, right?
So just to clarify, you're writing down events, everything meaningful that happened.
Events that were accomplishments, events that were opportunities, and events that were frustrations. Do that for each month. And by the end, you'll clearly see patterns. The big issues, the big moments, and the big feelings that shaped your year.
What are the biggest problems in your life right now? Who are you incomplete with? Who do you have a lingering disagreement with? These things matter because they carry energy.
If you don't complete the past, the past follows you. You have to identify where you have open loops and close them.
So ask yourself, what frustrates you? And if nothing frustrates you, ask, what do you do that frustrates other people?
Frustrations usually lead to fears, and fears stop action. Following your frustrations will reveal the fears that are holding you back, and when you overcome those, you step into your best life. But you can't fix what you don't identify.
And on the other hand, if you're constantly frustrated, constantly upset, you also can't reach your best life.
Exactly. When frustration takes over, you lose energy and momentum. But if you never get frustrated at all, you're probably not pushing yourself enough. Breakdowns normally lead to breakthroughs. But you need to understand where those breakdowns happened.
So look at your accomplishments, your opportunities, your frustrations, and whether you're proud of what happened.
And remember, every problem you write down is only a problem because you're labeling it that way, and that's okay. We just want to understand it so we can shift it.
Another thing to consider is payoff. If you're doing things that frustrate others and you keep doing them, you must be getting some payoff. Comfort, control, avoidance, something. Identify that payoff.
Now there are 10 negative emotions we all feel, and they often lead into each other.
Something. Identify that payoff.
Something. Identify that payoff.
Now there are 10 negative emotions we all feel.
You must be getting some payoff. Comfort, control, avoidance, something. Something, identify that payoff.
Now let me make it slow. Oh, something, identify that payoff.
Okay.
If you're doing things that—
Is only a problem because you're labeling it that way, and that's okay. We just want to understand it so we can shift it.
Another thing to consider is payoff. If you're doing things that frustrate others and you keep doing them, you must be getting some payoff. Comfort, control, avoidance, Something identify that payoff.
Now there are 10 negative emotions we all feel.
Okay, he has— she— he has to fix that.
He has to just remove the word something.
And you keep doing them, you must be getting some payoff. Comfort, control, avoidance, something I—
Okay, minute 3, tell him that something's off there. The word something, literally. You with me?
Identify that payoff.
Now, there are 10 negative emotions we all feel, and they often lead into each other. Understanding these emotions will help trigger memories and help you find the issues you haven't named yet.
So, think about these words: discomfort, fear, hurt, anger, frustration, disappointment, guilt, procrastination, overwhelm, loneliness. Ask yourself, where did I feel these in the past year?
Events trigger emotions, positive or negative. There's no neutral. You're either feeling pain or pleasure. So when something triggered discomfort, that often led to fear. Fear can lead to hurt. Hurt can build into anger. Anger into frustration. Frustration into disappointment. Disappointment into guilt. Guilt into procrastination. Procrastination into overwhelm. Overwhelm into loneliness.
So as you review your year, let those words guide you. They'll help you remember moments that really mattered. Download the issues framework and review the past year. The events, the emotions, the highs and lows.
We're gonna use all of that in the next video where we talk about beliefs. And one last thing, every negative emotion has a positive counterpart. Later, we will convert these issues into empowering drivers.
This module isn't meant to be depressing. It's meant to create awareness so we can transform everything.
Fill out your framework thoroughly. It's foundational and will set you up for the next modules. Do the work, review the year, fill out the framework, and we'll see you in the next video.
It's approved. The only issue is, you know what the issue is, right?
So you could fix it and then approve it automatically. I don't need to watch it again. Okay. Okay, next.
Welcome back. We're now in the 4th module called Dreams, and we're going to talk about planning. What big problems do you want to solve in the world? I want to end world hunger, for example.
People stop dreaming. The truth is, most adults eventually stop dreaming completely. They're just living their life, going through the motions.
Well, yeah, when you get bogged down in the day-to-day of life and you have kids and you're stuck in a job you don't love, it becomes harder and harder to dream.
Remember when you used to be a dreamer years and years ago, when you had big visions? Can you still dare to dream big?
I wanted to be the first female president. I remember being 9 years old and deciding I'm going to be the first female president. I've been obsessed with politics ever since. And when Hillary lost, I thought, it's still available for me. I can still do it.
And I had a dream that I could buy anything I wanted. My mother actually made me a check. She heard me say I wanted to be a billionaire, so she wrote me a billion-dollar check. The bank was Manufacturer Hanover. Dating myself here. I still have that check physically, signed by her. So everyone had dreams back in the day, right? But often, with life and all its difficulties, we forget the dream. But now that you've done the foundations part, you know your why, your values, all that stuff, now I want you to dare to dream again. I want you to dare to dream big.
All your dreams are achievable if you have the courage to pursue them. For example, For example, one smaller dream I had was to have a Samoyed, which in New York City, where I live in Manhattan, is pretty crazy. It's basically like living with a farm animal, but she makes my life so happy. And that dream came true. I live that dream every day. Dreams can be big or small, but we want you thinking about your really big dreams. So think about the big ones.
What do you want to be? What do you want to do? What do you want to have? Most people think, eventually I'll be happy when I get the dream car and drive around. But it's not true. It's the other way around. First, you have to get into the state of happiness, joy, freedom, gratitude. Then you get there. But even before that, you've got to write things down, right?
So we have a few frameworks for you. We have a bucket list for you to fill out. We've all heard of bucket lists. Things you want to do before you die. Maybe you want to go to Africa, travel the world, meet Barack Obama, or build a million-dollar business. What's on your bucket list?
Yeah, there are things you want to experience, things you want to learn, and things you want to have or acquire. Those are the 3 categories. For example, I want to dance at my daughter's wedding. There are things I want to learn, like speaking Spanish fluently enough to run a seminar in Spanish. I can speak some Spanish, but not at that level yet. I want to learn a lot of things.
And there are also things you don't want to do. Things that don't align with your values, things you don't care about.
For example, I don't need to jump out of an airplane. That's on my won't-do list. If someone says, Joe, let's go skydiving, I'll say no. It's not something I care about or feel I need to do.
I don't know. I can't think of anything I wouldn't do. Why do we even make a won't-do list?
When you get clear on what you'll say no to, it becomes easier to say yes to what matters. For example, maybe you say, I never need to go to Somalia to meet a pirate. Great. That's clarity. If someone dares you to eat a cockroach, also a no. It's on your won't-do list. You don't need to do it to feel important. If someone says, Joe, you should run a marathon or an Ironman. I don't need to. It doesn't matter to me. You did a half Ironman, an amazing feat. I'm so proud of you. But just because it made you feel special doesn't mean I need to do an Ironman too. It's simply not on my list. I don't feel the need to train 3 years for something that isn't meaningful to me.
So download the frameworks, fill out your bucket list, fill out your won't-do list, and we'll see you in the next video where we get perspective on all of this.
Okay, good. So we got that done. That's approved. That's approved.
Okay.
And then we're gonna go to annual plan.
Did we do the annual plan?
We did annual review.
We're back. Welcome. We're in the planning stage of goal setting. Specifically the second step, perspective. Right now we're talking about the annual plan.
We just completed the vivid vision exercise. Hopefully you have a clear picture of what you want to create in your life 3 years from now. The goal is to back that down so that by the end of this year you're at least 1/3 of the way there, about 34% closer to your vision.
Exactly. If you achieve nothing this year, you'll have 2 years left to hit your 3-year vision, meaning you'll have to do half of it next year. That's too much. So let's break it into smaller, manageable chunks, a third each year.
Now, what does it mean to actually set a goal? Many people were never taught how to set a goal properly. Let's clarify what a goal is and how to make it actionable. We'll start by making a list of goals for the end of the year.
We've all heard of SMART goals. What are SMART goals?
Specific, measurable, attainable, relevant, and time-bound. I like to tweak it a bit— strategic and motivating. The goal should inspire you, be realistic, actionable, And data-driven. It should fit today, not what was relevant years ago.
Right. Goals should inspire you.
Like David Allen says, and realistic. And importantly, measurable. For example, instead of I hope I lose weight, say you will run three miles a day. That's measurable and actionable.
The point is to be specific. Don't say I want more money. Be clear and precise.
There are three ways: by number, currency, or percentage. For example, I want ten percent more revenue.
Stretch goals are also important. Don't make it too easy, but don't make it impossible either.
Yes, it should be challenging but realistic. Frequency or time-based goals are another option. I'll hold a Monday huddle every week for fifty-two weeks.
Those are actionable and measurable too.
And the goal should excite you. Remember passion from earlier? Goals aligned with your why create. Desire and motivation. Finally, make sure they're relevant to your roles. Goals outside your roles often never get done.
And stay aligned with your values. Words matter when setting goals. Avoid weak, non-actionable words.
Words like should, would, might, or try don't get results. Either you do it or you don't.
Right? Try isn't doing. You have to commit.
Use the 6 W's to get specific: who, what, where, when, how, why. These help make your goals precise and actionable.
And use strong words: absolutely, definitely, of course, certainly, obviously, no doubt.
Measurement matters. For example, I went from 265 pounds to 170 pounds. That's a measurable, trackable goal. What gets measured gets managed. You can't improve without measuring.
Know your starting point and track progress. Don't say vague goals like, I want more revenue. Be specific. I want $1 million more revenue this year.
Set realistic deadlines too. Don't put December 31st as the target. Give yourself a buffer like Q1, Q2, or Labor Day.
Exactly. You can't lose 30 pounds in 12 hours on December 31st.
Set goals that are challenging but not delusional. A little discomfort is good. Too much and you won't be motivated. Compete with yourself, play the game, and aim to win.
Understanding your strengths helps. For example, I'm competitive but fair. Knowing this helps me stay aligned with my values. Focus on your annual plan. Download your framework, fill it out, and we'll see you in the next video where we'll magnify your priorities. Because that's what really matters.
Okay, so that's good. That's approved.
Okay. Welcome.
We're still in Module 7 called Schedule. In this video, we're going to focus on time management.
Yes, we'll show you how to take control of your day, schedule effectively, and use your calendar as a powerful tool to achieve your goals.
If I asked you right now, how much extra time do you have in your day? Could you give me 3 hours to focus on a priority? Would that be possible?
You'd have to check your calendar. If you're not using a calendar to schedule your days and weeks, it's hard to answer that question. I work from 9 to 6. I usually go to the gym after, but do I have other things booked? I honestly don't know.
off and say, I don't have time for that. But if it's a true priority, you make time.
Exactly.
What gets scheduled gets done. It's critical to carve out time for your priorities so you can achieve your goals this year.
If I wanted to know your priorities last year, I'd look at your calendar, not just a—
Okay, Jen, I think I need to get off this and go into High Energy Zoom.
Do you agree?
Yes, yes. I got like 3 people waiting.
You have 3 people waiting? Okay, so let me hop on. I'm on High Energy Zoom right now. I do see 3 people in the wait Waiting room. I see Groot, I see Gary, and I see Jane, and I see Mindy. Okay, I'll see you.
Bye.
Let people in. Are we still on LinkedIn Live?
We are, we are.
We're gonna stick—
we're gonna stay on LinkedIn Live because why not? One of my goals was to set What?
This is a list-building party.
Amazing. Amazing.
Let me fix my curtain. All right, here we go.
All right.
A list building party in 1 minute, ladies and gentlemen. And we're still on LinkedIn Live. I love it. So guys, I set a goal last year to do 25 LinkedIn Live. How many, how many of these did we already do?
It's the 24th we're doing today.
Recording in progress. Today's the 24th. So we only have 1 more left.
Yes. Wow.
I'll let people in.
Okay, let people in.
That's crazy. That's crazy that we already did so many. How insane is it that this is the 24th posting party this year?
Like, how incredible—
how incredible is it that we, that we, we set a goal To go out and do 25 posting parties. And then we did it. That's insane.
It's insane.
It's insane to go out and do something and build some momentum.
Wow.
Look at you guys. Look at you guys. You guys arrived. That's incredible. I'm so grateful that we went and did this. Today's theme is list building. I really, really believe That if you know who you're targeting, you're much more likely to get to those customers. I truly, truly believe. Did you say no kidding? No kidding.
Yeah.
Most people, they're not really sure who they're targeting. They don't really have a very clear target. So they're kind of spraying and praying and they're focused on the problems their customers have instead of focusing on who their customers are. It's like people want to get to know you. People want you to get to know them. They don't want you to only focus on their problems. They want to build a relationship with somebody, right? So I would take some time between now and the end of the year and really think about who you want to target in 2026. Who do you want the people to be? Forget about what problems they have because you're so stuck up. Oh, I want people that have this problem. anybody that has this problem. Anybody is not a target. So I really want you to get clear of who you want to target regardless of the problem that they have. They may not have the problem that you can solve for them. But if you know who you want to target, then typically those people hang out with other people. Like for example, I know Tina wants to target co-op and condo board members in New York City. They also know other co-op and condo board members. So even if they're not looking for somebody, They know other people that live in New York City that potentially also own co-ops and condos. So that's a good network for you to kind of tap into, even if they don't necessarily need a new property management company, even if they're not interested in a management consultant to come in, it's good to get to know those people. Same thing with me. If I want to get in touch with sales trainers, every sales trainer could potentially know where other sales trainers hang. You know, like one Sandler sales trainer knows another. If I want to meet Vistage chairs, one Vistage chair knows another. And so like, I want you to really think about it from that perspective. And I also want you to be bold and go through your LinkedIn connections and identify 100 people from your LinkedIn connections that are active on LinkedIn and that are your ideal client. Regardless if they need your services or not. Like, if you did that, just those 2 things alone, go through your connections and identify that. And if you're not even connected to those people, find people that you could connect with and then set out to go connect with them. Even I should— I would even venture to say even as little as 100 people, having a list of as little as 100 people, it does take time to build that list, but I would do it. With an accountability buddy. I would find somebody that has a similar target to you, that any target that you have, they would have as well. Do you know what I mean? Like, if you look around the room, I'm sure you could find a lot of people where you have some type of connection with, some type of relationship that you've built with somebody in the room. This is not your first time here, I think, right? Is this your first time here? Write an 8 if you've been here more than 8 times. Write a 1 if this is your first time here. Let's see how many 8s we have versus 1s. I would suspect that we're basically all 8s today. Okay, we have one 1.
Very good.
But for the most part, we're, we're basically all 8s, right? We've all been here for a while. We're building something called momentum, and we're gonna have another posting party before the end of the year. But I want you guys to really take this seriously and connecting with the people in this room right here and building a relationship, finding that one person. Is going to be key. I'm going to get into the details inside our prospecting bootcamp that we're doing next year. We're going to be doing a prospecting bootcamp. We're going to do 4 90-minute sessions next year for those that want to go deep into prospecting and want to learn how to prospect, how to prospect with intention. But I want everyone to really think about that. And today, for your 15-second elevator pitch, I just want you to share who your ideal client is. I think that would be beneficial for us to kind of go around and share. So let's go ahead and share who your ideal client is. I'm going to create, in the meantime, I'm going to create the post for us to all share the post. I didn't create the post yet.
Joe, I created one if you want to use it.
Oh yeah.
So we'll use your post. Thank you for creating it.
It's in the chat already.
Oh, Rick already created it.
Thank you, Rick.
I love the way Rick just always steps up. He's always stepping up. Rick, why don't you go first? You already stepped up. So why don't we, why don't you go first, Rick? Why don't you share with us who's your most ideal client?
Yeah. So, guys, we create happy Mondays. My name is Rick Clody. I'm in Nashville, Tennessee, founder and president of Clody Group. We do executive search. So, companies, business owners, some mid-sized business owners and HR leaders that are looking for mid to senior-level executives, we can make their day. We make their job easier. We help them look good to their boss. Because we find top talent quickly. We help them land them at an affordable price without them having to do all the heavy lifting.
Love that.
Wow.
So, Rukh, if you were going to summarize what he just said, how would you summarize it? Are you there? You have to unmute yourself though. Oh no, no, no, I'm thinking.
I'm processing. That's what that face is.
If it's hard for him to process it— no, it's hard. It's hard for him to process it. I'll tell you why, Rick.
I was thrown off by the Monday.
Right. So it's hard.
Oh yeah, yeah.
One energy and then, oh, okay, another.
I was like, okay.
So it's hard for him to process. Why is it hard for Rook to process, Rick? Why is it hard for Rook to process who your ideal client is if he was going to refer someone to you?
Did I not make it clear enough?
No, it's not about— it's not about did I make it clear, did I not make it clear. And I know you love coaching, so you're totally in for it. The reason why is because people often remember the first thing and last thing that you say. That's what people remember. All the other fluff in between, unless they're paying 100% attention— and you know no one in this room is paying 100% attention because we have problems in our head. And we have distractions and we have notifications and we have the chat. And so we're giving you, so the more you can repeat something in the fewer, in like in a fewer times. So for example, I want to meet sales trainers. The reason I want to meet sales trainers is because sales trainers work with sales teams. So if anybody here knows a sales trainer, I'd love to meet a sales trainer. Does anyone know a sales trainer? Please hit me up if you know a sales trainer. How many times did I say I want to meet a sales trainer in this conversation?
3.
There's no way that you're gonna forget because if I told Rukh, can you summarize? Then he'd say, Joe wants to meet a sales trainer. Do you get it? And I'm making this as a thing because everybody wants to sound fluffy and nice and beautiful, but sometimes we need to get really, really practical. So Rick, I'm gonna let you go again this time and you're gonna do it again. And then Rukh is gonna go, but I want you to get really, really clear on making sure if you have the attention of a few dozen people in the room, What you want them to all to really get the takeaway. And this is for everybody. And this is also for LinkedIn, like really getting to know— you guys are going to be doing a lot of networking events. You're going to be doing holiday parties. You're gonna be doing all types of stuff. You want to make sure that people get what you're giving. Do you get what I'm saying? You want to make sure people get what you're giving. That means have it be very clear and try to repeat it often. So go ahead, try it again.
Joe, I wanna meet business leaders and HR leaders in growing businesses because everybody knows that people are their number one asset. So business leaders and HR leaders who have open positions at the mid to senior level, uh, rank need a, a partner like us. We can help business leaders and HR leaders grow their business quickly by landing top talent fast.
Wow.
Okay.
Rukh, can you summarize that? Who does he want to meet?
Yeah, he's, uh, he's looking for, um, I was practicing mine too.
Oh God, no.
So he's looking for HR, uh, and HR, uh, people, because, and, uh, those who are looking to hire talent.
Amazing. How easy was that for him to remember now that you said it in a way that made it easy for everyone to remember? By the way, if this, if this little exercise was helpful for everyone in the room, just write helpful in the chat. And Tom, I see what you wrote. You wrote Dan Sullivan in Toronto is a sales trainer. And somebody said, before Roo goes, can you quickly show me how to post on LinkedIn? I'm just going to show you guys how to post on LinkedIn in case you don't know how to post. You should already know how to post, but if you don't, no shame in that. We have a LinkedIn 101 class. I'm going to share my screen real quick. This is how you post on LinkedIn. You just go to linkedin.com, to the homepage of LinkedIn. Do you see that? I'm at the homepage of LinkedIn. Then on the top, you click on Start a New Post. Then you add an image to your post. In my case, I'm going to add one of the 30 infographics. I'm going to add something called the Anatomy of a Perfect Headline, or should I do the 4-Touch LinkedIn Thing, or look how many infographics I created last night. In the middle of the night, I got up and I said, you know what? I got to create infographics. I need infographics. I created 30 infographics with Nano Banana. And so I'm just gonna pick a random one from here. I'm gonna pick this. I'm gonna see, let's see, which one should I pick? The About Section Formula, The Perfect Post Anatomy. I'm gonna do The Perfect Post Anatomy 'cause we're talking about posting. Okay, and then I'm gonna press next. And then what I'm actually gonna do is I'm gonna open up Evie AI. Something that a lot of people don't realize that you can do is you can drag images into Evie AI. Did you guys know that?
Yeah.
So I'm gonna drag that image that I uploaded into Evie AI. And then I'm going to click in here and without giving it much instruction, I'm just going to write create. Okay, so it took this infographic that I already created, dragged it into Evy AI, clicked on the create button, and then Evy AI wrote a post for me. Ever wonder why some LinkedIn makes you stop and blah, blah, blah, blah, blah, blah, blah, blah, blah, blah. Let's create together. And then I'm going to write at the bottom, my call to action is who is your ideal client? client for LinkedIn. Okay, and then I'm going to press post. How hard was it for me to take an infographic that I already had created? I'm going to click on the 3 dots. I'm going to hit copy link to post. Then I'm going to go into the section. I'm actually going to go into my URL cleaner. I have something called the URL cleaner, which is evviai.com/url-cleaner. I'm going to clean the URL so I have a clean copy of the URL. And then what I'm going to do is I'm going to go into Rick's post here and I'm going to paste it as a comment under Rick's post. You see that? So I cleaned the URL, got a clean version of the URL, posted on LinkedIn, and all that took me less than just like 3 minutes or so. You know what I mean? That was really, really, really fast for me to do that. I highly recommend everyone have at least 10 infographics for their business. If you don't have an infographic and you need an infographic, I'm thinking about making an offer where my team will create 10 infographics for you. So just write, need infographics. This way you don't have to do it yourself. If you need it, I'll do it for the cost price, whatever it costs me to have a team member sit and play with infographics for you until they get it right. Just write, need infographics, and someone on my team will reach out to you and make an offer to you to prepare 10 infographics for you that you could plug and play and just use in your business with your logo and everything. So just write need infographics in the chat. It's very affordable now with Nano Banana to create infographs, but if you don't want to mess with it and you don't want to deal with it and you just want 10 done for you, just write need infographics in the chat and someone on my team will reach out and give you a really, really good, basically cost price for them to sit down and do it for you. Okay. Rook, take it away. Who do you want to meet?
Well, first of all, thank you for giving me so much time to practice. All right. So I'm looking for business and executive coaches and consultants. Because we've built some smart workflows that actually predict results for them. And they're always— these coach business and executive coaches are always looking for ways to produce tangible results for their clients. So I love business and executive coaches.
Ah, thank you. Business and executive coaches. You see, he said that at the beginning. He said that at the middle. He said at the end, he made it so easy for us to remember. So if anyone knows a business or an executive coach, Daniel Ruke's the man. And Daniel Ruke is also gonna, in the comments of the post that I created, he can write who he wants to meet, just like anybody else. We also have a section in our community where you can write who you wanna meet. I don't know if you guys ever went through that, but I would recommend going through that. And if you already wrote who you wanna meet, who do you help and how do you help them, go ahead and do it again. Why not? You can go into this post over here and you can write who you, who you wanna meet.
Mm-hmm.
You can do it again. And if it changed, you can change what you wrote before, but you could just go in here and say who you, who you help and how you help them. Basically, who do you want to meet in this post? I pinned it to the top of the community. This is from May 2024, but go ahead and add yours, who you— and by the way, whenever you comment on a post that all these people already commented on, they all get notified that you commented again. So it's worth it for you to comment just even for that. Um, Philip asked a question. He said, Joe, does Evie AI read images? Yes, we read images. As a matter of fact, I have a persona in Evie AI that's called Image to Text Persona. Image to Text Persona right over here. And that you can take any image from anywhere on the internet and you can turn it into text. So for example, if I search the scale of consciousness, have you guys ever heard of the scale of consciousness? If I search the scale of consciousness by David Hawkins or whatever, let's say this one here, and I want to take all this and turn it into content, I just drop the scale of consciousness in here and I press go with this.
Hang on, I gotta redo that.
It's gonna write a post now because it was set on post. It has to be set on AI writer in order for it not to write a post. It's gonna write a post about the scale of consciousness now, and then I have to wait.
There you go.
Okay, so it actually didn't write the post.
It did it.
It wrote it perfectly. You see, it took everything that was on the image and typed it up for me.
You see See that?
So you can have a persona inside Evie AI that basically says, you are an AI image reader and all you're gonna do is read whatever's on the image and then put it into text for me. And that's basically what it does. And so you have a persona that allows you to drag images or you can write posts or comments or whatever, just drag images into Evie AI and Evie AI can read them.
Okay.
So that's to answer the question that Philip has. Philip, hopefully that answered your question. Um, okay. Evan Messman, Evan02, take it away.
Good morning. I'm Evan Messman and I am looking to meet chairs of TAB, the Alternative Board, and Vistage because business owners and leaders go to the TABs and, uh, Vistage to learn how to take better care of their business, but I help them take better care of their health so they can take better care of their business. So I'm looking to meet owners of TABs and Vistage chairs. TAB is the alternative board.
It's so easy for me to make an introduction to Vistage chairs for Evan because I know so many. There's a guy named Carlos that I have a personal relationship with who's a Vistage chair. There's another guy named Mark Taylor.
I brought him here, by the way.
Oh, he was my—
I brought him to you.
Amazing. Amazing.
So, um, if you just search Vistage chair on LinkedIn, all the Vistage chairs are on there. So I highly recommend make a list of 100 in the New York City area and make sure you're connected to them on LinkedIn. Do you guys want me to show you how to build a list of Vistage chairs? And you can change the word Vistage chair for whatever you want. I'll show you how to quickly build a list. of Vistage Chairs. So watch this. I'm going to go to LinkedIn.com just to make it easy for you guys, and I'm going to search the word Vistage. And by the way, Vistage Chairs— I'm going to search chair— are also great for Rick Clody because they all know business owners that need to hire, and they know when they need to hire. So I'm going to click on people here. I'm going to click on people, and then I'm going to click on second degree. You see it says second degree? Second degree means I'm not currently connected to them. So this is Vistage chair, second degree. Then I'm gonna select a location. I'm gonna type in New York. New York, New York, right here, you know, New York, United States. And now I have a list of Vistage chairs that are second degree in the United States. I have over 1,000 of them right here. So I'm gonna copy this. I'm gonna stop sharing my screen. I'm gonna copy the link in the chat. So go ahead and click on that link that I just shared with you. and have a field day and connect with 100 of those people that are VISTAs chairs in New York, New York that you want to connect with. You know, you can make it— you could turn that, pick the right ones, save them into Evvii as a list. If you guys don't know how to save a VISTAs chair into Evvii, I'm going to show you how I do it right now. So I'm going to click on, for example, Judith Goldcrand. You see, she's a VISTAs chair. She actually sent me a connection request, so I should probably accept that. That would be a nice thing to do. I'm going to press accept. I just accepted the connection request. Okay, so now what I can do is once I accept the connection request, I'm going to refresh just to make sure her profile loads nicely here. And I'm going to scroll down and just to take a look at what she has going on here. I see she posted the last time 3 weeks ago, so she's an ideal client for me.
Why?
Because she posted the last time 3 weeks ago, but That's 3 weeks of not posting. So I'm going to type in Vistage, Vistage Chair. You see that? Vistage Chair. I'm going to click Vistage Chair. I'm going to add her to a list called Vistage Chair. And now what I'm going to do is I'm going to research her using Perplexity, using Grok, using Copilot. Do you see I can just click on these buttons and I can automatically research her very, very quickly and find everything there is to know about her online. The other thing I can do is I could have Evie AI click a summary. You see it says summarize profile. It'll open up her profile, gimme her cell phone number and her email address. Do you see that? Her cell phone number and her email address is here. Can you guys see that? Now Evie AI will take that cell phone number and email address and I can throw it into GoHighLevel directly cuz we have a direct integration with GoHighLevel. So I'm gonna click on the awareness tab over here. When I click on this awareness tab, it's going to automatically show me her cell phone and email address inside Evie AI. You see her cell phone and emails right here. And if I press send to GoHighLevel, it'll automatically send it to my CRM called GoHighLevel. Now I have her email and cell phone number inside my GoHighLevel. So I'm going to go into GoHighLevel right now and just see where in GoHighLevel it exists. Do you guys see that her— she's located right here as my latest person inside GoHighLevel? Now I just have to click the telephone button here and I could just call her. It says it's around 7:20 AM for them. Do you sure you want to call them? Hell yeah, I want to call them at 7:20 AM in San Jose, California, because she wrote she's in New York. So I'm going to go ahead and call her right now and just to kind of show you how quickly this is and see if Judith picks up the phone. Now I have all this information available about Judith. Notable achievements, interesting facts about her. She has a BA in Spanish literature.
Wow.
From Yale University.
Your call has been forwarded to voicemail. The person you're trying to reach is not available at the time.
Okay, so now I'm going to go into Evie AI. And I'm going to write her a message right now. I'm going to say something like, Judith, it looks like you have a prestigious profile online, and I would love to learn more about the type of CEOs that you're looking for your Vistage group. Are you open to chatting with me? I'm going to press send, and I just sent her a message. In case you don't know who I am, my name is Joe, and I'm connected with several other Vistage chairs in New York City. You see that? I just accepted the connection request that you sent me. I just sent her 3 text messages to wake her up. It's a wake-up call. It's a wake-up call, Judith. So what did I do? Number one is I searched second-degree connections on LinkedIn. that are Vistage chairs in New York City. Number 2 is I saved one to my Evvy AI list called Vistage Chair. Number 3 is I researched her using Grok and Perplexity and whatever and found tons of interesting information about her. Number 4 is I summarized her profile with Evvy AI, which pulled her phone number and email address. Number 5 is I sent it to my CRM called GoHighLevel with one click of a button. Number six is I called her; she didn't pick up. Number seven is I used Evie AI to type up some text messages that I sent her, and number eight is da da da da da da da da. I did a little dance. Da da da da da da da. Rick, you have a question?
Yeah, I was just gonna say thank you for that link, Joe, and it's pretty easy. We can take that link of list of New York City Vista chairs, and we could just modify that filter to any city we want, correct?
Yes, that's right. You can modify the filter to any location. And as a matter of fact, you can switch it from second degree to first degree as well, and then copy that link. And then you can send that link to Jane, for example, and say, hey Jane, when you click on this link, do any names come up for you? And this way you can automatically filter Jane's connections for your target market. So if you know how to find your target market on LinkedIn, you can create a custom link that you can share with someone when you're having a one-on-one with them that they can click on. They can share their screen, click on that link, and then automatically it shows you if they're connected to anybody that you should be connected to. Rook's like, hell yeah. He's like, hell yeah, smooth operator. Uh, Lindley, I see you raised your hand.
Yes, thank you so much, uh, Joe. Quick question, how do you save the— after you click the summarize the contact information? You're too fast. Try to save it. I try to follow you.
Yes.
Yep. Once you save the profile, you'll see 2 tabs inside the card of the person. Tab number 1 says awareness and tab number 2 says networking. Because you are an Evie AI Pro member, you have access to the networking tab. Not everyone has access to it, but all Evie AI Pro members like Anshuma and Mindy and Eugene and Philip and Tom and Kishore and Greg and Mike and Marlene and Rick and Rook and Evan and Tina and Jane and you, like all of you, Alicia. All of you, Gary, Arlene, B. Randall, you guys all have access to that networking tab. And inside that networking tab, then there's a summarize tab.
Yes.
And when you click on summarize profile, a little bit under that summarize tab, if you scroll down under the video, it'll say summarize this profile and that will open up the profile and summarize it.
Yeah, that's my point.
From there, how can I move those data summarize information to the contacts, save it to the For that, for that, um, you would need to make sure that it's set up properly inside your My Account. And for that, come to office hours today at 12 o'clock.
Gotcha.
And we'll make sure that it's set up in a way that you're— it's connected to your GoHighLevel account if you're using GoHighLevel.
Okay, the next question leads to the GoHighLevel. How to get access to that and how that works?
Um, so you can go to Unlimited digitalmarketing.com, and that is a white label version of GoHighLevel that my marketing agency offers to people. Okay, we give a free trial to anyone that wants to kind of try it out. If you don't already have a CRM, I highly recommend it. I know Tina's using it, right? Tina's using GoHighLevel, so is Alicia. Both Tina and Alicia are using it, and they're— they've invested in it, and they love using it because it's so helpful. So definitely come to office hours and we'll walk you through how to get started with that and show you how to use it as well. And we have office hours, special office hours for how to use GoHighLevel. It's like a full-blown marketing system that allows you to be able to do all types of stuff like scheduling posts on LinkedIn and on every social platform. It allows you to create automations. It allows you to be able to make phone calls and Go ahead, Alicia. You want to say something about it?
It's really all in one. You can do a blog from there. You can create events in there. You can put all of your people without having to manually type them by registering everything. It's just phenomenal.
It changed my life.
Thank you, Alex.
Yeah, GoHighLevel has changed my life. And Alicia got something called tech support with our team, and she has spent many, many hours with our team, and they set every little aspect of her GoHighLevel up, including ads for her and and. Same thing with Tina. Everything was set up for her on calls. So if you guys are not sure how to use the platform and you want to learn how to use it, the best way to learn it is to do it with someone.
Totally.
And we'll share our screen and sit with you and help you step by step build out all your workflows and automations and landing pages and everything that you need. So definitely speak to Alicia and Tina about their experience in case you need help setting it up. And we do it at a very affordable rate for those of you that are budget conscious. Okay, Evan Messman, take it away. Tell us who you want to meet. Oh, you already did that.
I already went, remember? But you can come to the Accountability Mastermind pod that we have every Tuesday for Joe. Uh, it's 5 PM Tuesday Eastern time. It's in the calendar. Make sure you come.
Oh, by the way, if you guys, if you guys don't have an ideal client profile, so this is an example of my ideal client profile. I'm going to share this with you so you can copy it. I'm actually going to share it with everyone. I'm going to— so anyone with a link can have this. I'm going to press copy link and I'll send this to you guys. But you want to make sure that you have a very, very targeted list of, you know, if you're going to do— this is a list building party. So I want to make sure you guys understand the key characteristics of your ideal client, like your most ideal client. What does that look like? What are their beliefs? Who influences them? What are their goals and dreams, their pains, their fears, the questions they might ask, the statements they make, the things that they enjoy, the things they dislike, their behaviors and characteristics? And by the way, give some example ideal clients here, industries and passions, professions, um, what they need, the technologies they need, the structure. So if you guys want a copy of this, I'm happy to send it to you guys so you understand who our ideal client is. And you could literally throw that into any LLM and just say, make my version of this. So I just put the Google Doc in the, in the chat. You can grab that and save it for yourself. Mike, you have a question?
Yes. What if I have a list? Um, I'm looking at attorneys and I have a list of attorneys, but they don't have a LinkedIn Uh, profile URL. Is there any way that I can— is there a way I can merge it to see what the— I don't, I'm not going to ask them to necessarily, um, you know, link up with me. I just want the profile to put into the spreadsheet.
The fastest way to find somebody's LinkedIn profile is to use a technology. Let's say, for example, you have 1,000 attorneys. And you want to get all their LinkedIn profiles. If you have somebody's first name, last name, and say, for example, email address or website, you can import that tool into a data aggregator. Like for example, Apollo, you could import that list. Jen, can you find out who's talking and just mute them? Jen, can you do that for me? It's a yes or no question. I know you're muted, Jen.
She did it.
Oh, thank you.
Um, appreciate that. Um, so here's my thought process. If you take any list, and I do this all the time, I'll tell you, I'll give you guys— should I give you guys an example of something that I did? I went, I went into a community that has 62,000 people. You guys know what community that is. I've been talking about this over and over and over.
Okay.
I'm not going to mention the name of the community because I don't want to show up on the transcripts or whatever, but I'm in a community that has 62,000 people. I was able to download the 8,700 people that have a LinkedIn profile posted in that community. So I wanted to attach additional information to that. Now there are people there that have just their websites. So I also downloaded the 7,900 people that just have their websites. I got first name, last name, and website. I wanted to find out their LinkedIn profiles, even though they didn't put it in there. So what do I do? I took their first name, last name, and website, and I uploaded it to a tool called Apollo.io. Then as soon as I uploaded it, Apollo already attached their LinkedIn profile to that if it found it in the database, because they have 251 million people there. So it showed me all the people that I put in their first name, last name, and website. It also showed me their LinkedIn profile, but it showed me how many employees they have, the industry they're in, and everything without even enriching it, without even asking for their email address. It already gave me all the information that I needed. So that's a really powerful thing for you to think about as you're building a list. You don't necessarily need someone's LinkedIn URL, Mike. You can get their LinkedIn URL using a data aggregator and it doesn't have to cost you anything.
Right.
And if you need help with this, come to office hours. We'll show you how to do it. We meet in office hours every day at 12 noon. It's really easy to do. We also have a strategy session every month. And I show you guys how to do it in our strategy sessions. And it's also in our community. And we're going to be teaching how to do this in a more advanced way in our prospecting bootcamp, which many of you already decided to join in with. So congratulations on those of you that are in.
Well done. Okay.
Thank you, Evan, for going. Jane, do you want to share who your most ideal client is? And then Tina, go ahead.
Yes.
Good morning.
And I wish I'd heard you before I, I sent Joe— no, I sent Evan a screenshot of my— of the 3 people that I know that are Visage. So anyway, I just gave that to him in a private message. So I'm Jane Lehman. My ideal client is an entrepreneur, anybody who does business outside of their own state. If you do business in more than one state, you should have lawyers in every state you do business in, whether it's vendors, clients, employees. So I'm looking for people who do business In more than one state. I hope that makes sense.
Yes, you're looking— it makes a lot of sense. You're looking for people who do business in more than one state. What would be helpful for everybody else is if you picked a certain type of profession. What type of profession, in your experience, have you worked with recently that typically needs a lot of lawyers in a lot of states? So think about that.
Coaches and consultants.
Right, coaches and consultants. If you could pick a certain type of coach and consultant, If you could pick a certain type, that would be even helpfuler. You know, for example, I picked a type of consultant. Now, can I work with any type of consultant? Of course I can. But when I'm targeting in my, in my, in my networking events, whenever I do a networking event and I go out and tell people who I'm looking to meet, I say, does anyone know a sales trainer? Why? Because although I can work with an EOS coach and I could work with a Vistage chair or work with anybody, if I pick my lane, It's much more likely to do what you did for Evan. What did you do for Evan? You introduced Evan to a Vistage chair.
Why?
Because he was very specific. Can he work with any type of chair? Yes, he could. But he said Vistage chair, and that made it very easy for you to make an introduction for him.
Got it.
Okay.
So business coaches.
Okay.
Easy.
Business coaches.
Excellent.
If you said, if you said EOS coaches, it would make it even easier.
EOS coaches, okay.
Yeah, like Entrepreneurial Operating System coaches. There's hundreds and hundreds and hundreds and hundreds of them in the United States. So the more you can zero in on the type of business coach, maybe you're going to say, does anybody know a different type of business coach? Like there's Action Coach, for example. You guys ever heard of Action Coach? They also are a big franchise. So you can say, I'm looking to meet Action Coach franchisees. You know, people that run an Action Coach franchise. I'm looking to meet an EOS coach. Does anyone know an EOS coach? So everybody in the room might know one Action Coach and one EOS coach, and all of a sudden you have more leads than you can handle. You get what I'm saying?
Yeah, it's just, it's, it's about that warm introduction. Absolutely. Yeah.
But to make it really clear in people's heads. Okay, Tina, go ahead. You're next. Who do you want to meet?
Co-op and condo board members. I'm Tina Larson. Your co-op and condo consultant in New York City, and I want to meet New York City co-op and condo board members. And those are the people who own an apartment, and then they are leading all the issues for the building.
Amazing.
Thank you.
Amazing. Thank you so much, Tina.
Do you want to test everybody?
Yes.
Joe, do you want to test me?
Let's test Richard. Richard, who does Tina— I love that. Richard, who does Tina want to meet?
She wants to meet people who are in a condo, live in a condo or co-op in New York City, and who are in a leadership position on a board.
So easy.
Thank you.
You win. Let's give him a round of applause. Richard wins. Ding, ding, ding, ding, ding, ding, ding.
I'm sending you a prize. Oh, Joe, we just launched our website. AI tool so people can connect with us on our website in the messaging thing.
Oh, wow.
And that's through GoHighLevel. Isn't that cool?
Wow.
Yeah, so we— so you can train an AI bot to man or to woman your live chat on your website. I said man or woman, but you could have an AI respond every time somebody messages. And you could even have an AI pick up the phone. It's all built into GoHighLevel when somebody calls your business. And so this is part of like what we're setting up for people. So if, if you need help setting that up, then it's really powerful to have an AI be able to pick up the phone 24/7 and have a conversation. And then you get the transcript emailed to you and, um, and you know that there's somebody working for you 24/7. Really powerful.
Thank you, Tina.
Thank you for sharing that, and congrats on launching that.
That is awesome.
If everybody wants to share their website in the chat, we can all check out each other's websites at some point. I'll put my website in the chat, which is www.evi.com. I'm going to put an HTTP before it so that it's clickable for you guys, make it easier for you to click on. But yeah, I would tell everyone to kind of put their their website. in the chat.
That'd be wonderful.
Richard, go ahead. Why don't you share who your ideal client is, and then Alicia, and then Gary, and then Corinne?
My ideal client are people who care about keeping patients safe, happy, and by preventing errors that could injure them. So we want to make the patient's outcomes better. So I need people who can, who care about it and can do something about the safety of their patients in surgery centers or hospitals. Risk reduction, mitigation of risk is our business. And we do it by keeping patients happy, healthy, safe, and error-free.
Love that.
Thank you so much for being here. Thank you for sharing that. Alicia, take it away. Alicia, then Gary, then Corinne.
Hi everyone. I'm looking for business owners in Southwest Florida. I am, um, running a luxury networking group. So this week I'm going to be searching for business owners that want to network with other business owners in Southwest Florida. And then I'm also doing business brokering. So I'm looking for someone who wants to buy a laser tag business that goes all over. So I'm looking for business owners in Southwest Florida or someone who wants to have a tremendous time and make a lot of money.
Amazing, amazing. Thank you for being here. It's good to see you. Gary08, and then Corinne, and then Howard.
Good morning. Um, Gary Perman.
I'm a headhunter and I specialize in the commercial vehicle technology industry. So trucks, smart trailers, buses, um, Even in agtech. So, there are robotic tractors in the fields, and I'm looking for presidents and vice presidents within that industry.
Amazing.
And do you know, do you have your LinkedIn search URL ready so that anyone—
I do.
Okay, good. So, you can share that LinkedIn search URL so anyone can look to see if they can find you someone in the industry that you're looking for. That you can help. That would be really cool to share that.
That's cool.
Great.
All right.
Thank you.
Corinne, take it away. Do you want to tell us who you're looking to meet?
Good morning.
Um, I want to meet female founders, entrepreneurs, or executives that want to take their business to consistent $10K+ months.
Amazing. Amazing.
That is awesome. Uh, Howard, 10, and Eve's 11.
Go ahead, Howard.
Yeah, so I'm looking for CPAs and tax preparers because it's the end of the year, and what's coming up in just a month or two? Tax season. So that's when CPAs, accountants, and tax preparers are deluged with shoeboxes full of junk and receipts and crap that they got to sort out. And I'm looking to connect with accountants and tax preparers to help their clients get their financial act together before the shoeboxes show up.
Love it.
Yves11, take it away.
Well, good morning, everyone. I'm looking for business owners of professional services firm, specifically at the moment marketing firms. So I'm helping them have an intelligent AI implementation because they're struggling with different, you know, people playing with the tools but never go to production, never go into reaping the benefit of AI. So I'm helping them build a roadmap to get there.
Amazing.
Arlene 12.
Hi everyone, I'm Arlene Torgerson and I'd like to meet CEOs. founders and HR leaders of high-growth companies in technology and entertainment so that I can help companies hire top talent and leaders to create high-performing and impactful teams.
Amazing. Amazing. Thank you for sharing. I'm going to share my screen for a second. I want to show you guys something that I just came out with last week called the LinkedIn Profile Roaster. And you guys, can roast your own profiles, or I can roast your profile for you. But one of the cool things about this is that if you want to, um, recommend somebody to Evvii AI as an affiliate, one of the things that you can do is you can provide this as a service to somebody. Will your profile— will you roast their profile?
Yeah.
And you can do this to anyone on LinkedIn. So you can go to a Vistage chair, Evan, And you can say, hey, I've been taking some classes on how to use LinkedIn. And if you'd like me to roast your profile, I'm happy to roast it and send you a whole report on things you can do to improve your profile. And they would be like, of course I would want to do this. So let's hop on a phone and I'll show you how I do it. And then you literally use this profile roaster. So watch this. I'm going to open up someone's profile here. I'm going to pick anybody's profile from our community that commented. So for example, Rick just posted over here. I'm gonna pick, let's see, I'm gonna pick somebody here. Mindy, Evan, Howard, Tina, Gary, Aman, Tom, Rook, Anshuma, Darren, Sandra, James. Okay, I'm gonna pick James. Okay, so I'm gonna click on James' profile over here, and I'm gonna click on his profile here. Do you see his profile's right here front and center?
Yeah.
So the first thing that I do is if I wanna roast his profile is I have to just copy and paste his name into the profile roster here. And then I'm going to grab his email as well and his phone number. So it doesn't look like his email's here, but I got his phone number here. I'm just going to make up his email for now. I'm going to say it's james@thiswebsite. And then his LinkedIn URL is this here.
Okay.
So now it wants to ask me, is his LinkedIn banner good or not good? So I'm going to say his banner is pretty good. Um, it's just missing call to action. So I'm going to press call to action.
Okay.
It's missing call to action. It doesn't tell you what to do. It's just branded well, but it doesn't tell you what to do. Um, or you could write perfect banner if you think it's perfect, but I'm just going to say missing call to action. His profile photo actually is the perfect headshot. Um, his name is, has wordings that make him mention it. Non-compliant.
It's perfect.
His headline, it doesn't really talk about like the value he adds, but I think it's good, but can be optimized with better details. He has some more room to optimize it. His profile verification, it looks like it's verified. His pronouns, he's not really using it. Could add a keyword to his pronouns. Like I added LinkedIn Daddy. Here's where you get the Profile Roaster tool. I put it in the chat for you, Tina. Gold icon. He has premium. Good job. About section. Does he have a good about us section? He's missing call to action in his about section. Needs to be completely redone. It's missing good information. Does he have recommendations? I go down and I see that his last recommendation was October 2025. So yes, recommendations are perfect. Um, are his skills aligned with what he does for a living? I would say that makes sense and they're aligned. Posting on LinkedIn, is he actually posting on LinkedIn? I see over here he's posting and he's getting some engagement. That's good. Posting regularly, done well. Featured items, I see that he has this podcast PDF. So using it wrong. So I'm going to say he's using it wrong. Custom URL, perfectly customized. Experience section, It's good. His experience section is good. Great experience section. Services page. I'm going to go up to services page, see if it's good. I don't see a services page over here. So I'm going to say doesn't have one. He's missing out. Followers. How many followers does he have? I can see right here. It says he has 6,000 followers, thousands of followers. Nice job. Does he have a LinkedIn newsletter? I'm going to check here. He does not have a newsletter, no LinkedIn newsletter. He needs one ASAP. LinkedIn video. Does he do LinkedIn video? It looks like he's doing some LinkedIn video, but it doesn't look like he's doing long-form video. So he has short-form, he needs long-form videos. People are talking about you. I'm going to say people are not really talking about him that much. I can do the research, but I'm just going to do it as an example. It doesn't look like he's doing LinkedIn events or LinkedIn Lives. His company page doesn't look like his company page is properly connected. I'm going to click on this just to see. Yeah, I don't see it showing up over there, but I'm going to follow his company page, check if he has any posts on there. And it looks like they're not really consistent, so I'm just going to say little followers. I'm just going to— let me see how many he has. He has 300 followers, little followers, not really great content. I think he could improve that. I'm going to check out his education. I'm going to say great job at leveraging education, and I'm going to say, Overall doing really well, but can use tweaks. Okay, now I'm going to press generate roast report and look at this incredible report that it tells you exactly what to do, how to do it, how to fix it. You see that the whole report is here, what he's doing well, what he's not doing well. And then if he presses copy, a copy to this report, then I'm just going to go here. I'm going to put it in the community for you guys just to kind of show you. Look at this report. Look how cool this report is that it puts together. LinkedIn post analysis report. You see that? For James. And then I'm just going to post it in here in the community just so you guys could see. General discussion. I'll just post it here just so you guys could see what it comes out as. The roaster report is really, really great for those of you that want to create profile roasts for other people. And it's one of the fastest ways for you to offer value to your existing network is to spend a few minutes with them, just like I just did with James. Spend just a few minutes with them and add value to their life. And then you could send 'em that report. So now you're grabbing their email and you're getting an email into their box showing them value. And then you could say, by the way, if you need some tool that will write your headline, your about section, your image, your banner, everything, just get Evvy AI. Even the $29 version adds all that. I recommend getting the pro version for $297 a month because you also get training on how to use LinkedIn. But you can get the $29 version. It'll write up your about section, write up your posts, all that stuff for you. And now you're earning commission. You get 20% for 3 years. And imagine if they do this for their whole team. Imagine you have a team of people that you're doing this for. You know what I mean? So it's a great tool that I'm making available for you guys for the holidays. to make an offer, even if you don't have much to offer, offering this profile roast to people can change the game for them. Do you guys like this? Give me a thumbs up. Say I love it in the chat, or I hate it, or I'm going to use it. Let me know in the chat if it's something that you're going to start using. It's an easy way to get in the door with anyone without selling them anything. You're giving them tons of value. And every one of the 1.2 billion people on LinkedIn wants to optimize their profile on LinkedIn. That's the one thing I know everybody wants. So I'm going to personally be using this roster. I'm going to be using it every day to help people and to generate reports very quickly. You don't have to fill in each thing. You could just randomly fill them out. But I think it's a good way for you to also really get good at understanding how you can add value to people's lives. Okay. B. Randall 13, take it away. Who are you looking to target?
Good morning, everybody. I'm looking to target business leaders and CEOs and founders for mid-sized B2B companies. who are feeling the burden of their sales and marketing results. And that's one of the things I'm trying to relieve for business leaders, CEOs, and founders.
Love that.
Business leaders, CEOs, and founders, thank you for being part of the Prospecting Bootcamp. B. Randall, I'm going to be teaching you how to go deep with the Inc. 5000 list in 2026.
I'm looking forward to it, Joe.
And how to properly leverage that.
Yeah.
Joe, can I—
because you brought it up, just a quick question. Is, is that kicking into high gear at the beginning of the year? Because I've gone to the, um, the classroom, there's some basic stuff there, but does that really begin to kick into high gear at the beginning of the year?
Yeah, so the dates, um, are going to be posted in the community. It's going to be March. We're going to have 4 90-minute sessions of the Prospecting Boot Camp in March. We are going to be Putting out information almost every week in the classroom about prospecting for you to benefit from, from now till March. And if you have questions related to prospecting, we'll be more than happy to answer them. If you're stuck or you need help, we're happy to help you from now till March. But on March is really where we're going to go deep and have those 4 90-minute sessions that you'll have recording access to as well. And we'll teach you everything you need to know about hiring people to prospect for you about having a playbook for prospecting, making sure that you know exactly what questions to ask, how to deal with rebuttals, like everything that you need to know in order for you to properly prospect, whether it's via text, whether it's via phone, whether it's via WhatsApp, we're going to be covering it all. And it's going to be a great class. So if you guys want to learn more about Prospecting Bootcamp that B. Randall's in, just write prospecting in the chat.
Prospecting.
And we'll send you a special deal.
We—
the deal is basically over because we sold out for Black Friday, but if you're interested in getting access to that, just write prospecting in the chat. We might make a couple more available for our highest level community members. Darren14, tell us who you want to meet.
Absolutely. I am looking for business owners over the age of 45 with annual revenues less than $50 million. I'm Darren Cherry from Focus CFO. We help business owners see their company from the eyes of a potential buyer and develop roadmaps so that they can make their business more profitable, valuable, attractive, and most importantly, easier to transfer whenever they decide they want to sell it.
I love that.
Thank you.
Thank you. Outsource CFO, helping business owners that are under $50 million. Very powerful. Mindy15, take it away, Mindy.
Hello everyone. Mine is really simple. I'm looking for job seekers who want to start creating a job search strategy by using LinkedIn to gain visibility and credibility. So job searchers, that's what I help. That's who I help. That's who I love to help. So it's job seekers. If you think of me, think of job seekers.
Wow.
That's it.
I love that, Mindy. There's so many job seekers on LinkedIn, so I love that you can really help them. And everybody knows a job seeker. So guys, if you know someone looking for a job, introduce them to Mindy so Mindy could really help them. Really powerful. Thank you, Mindy. Thank you for being here. Lindley, I want you to go next because I saw you had your hand up before and then you kind of put your hand down. So I want to make sure you get your chance to say who you're targeting, and if you have a question, you can ask it.
Okay, thank you, Joe. Let me jump in. So I'm a financial service professional. My target client is who are very successful in their profession but too busy to focus on their finances. So I'm working with CPAs, engineers, doctors, business owners, mainly to automate them, optimize their financial portfolio. In addition, also I seek builders who are community influencers, and also who are in career transitions, who would like to take on our mission, No Family Left Behind, to jump into financial service industry as entrepreneur. In addition, I'm working with people who are open to learn financial literacy. So we do offer those privilege for them to learn. Enjoy their financial life.
Amazing.
So that's my target.
Welcome. So glad that you're here. And if anybody here wants to have a one-on-one with Mindy— with Lindley, just write one-on-one in the chat. See how many people want to have a one-on-one with you. Lindley came as a recommendation from Tina Larson, and she right away became an EvAI Pro member. She's very serious about being successful, has a great network. She actually is a Landmark graduate as well, and very, um, very into personal development. So just write one-on-one in the chat if you want to connect with Lindley and build a relationship with her. She's a fantastic person for you to connect with and build a relationship with. So Lindley, what else did you want to say?
Well, thank you, Joe. And I'm so feel blessed to get to know Tina in a shorter, less than 10, one week. I get to know Joe and also this community, like, opened a totally a world of resources and also being resourced. I'm inspired by all of you from different backgrounds. No matter where you are, we're humble together to learn from the expert, also inspire each other. And Tina has helped me, a great introduction, also hands-on to help me, just her energy, invitation.
Amazing.
Now Joe being landmark In Graduate, immediately connect. Also, Arlene is part of a past, a good friend. So I definitely feel really blessed to be here. I'm looking forward to working with all of you to help each other successfully.
Amazing. Amazing. And Shuma had a question. She said, how do I get my affiliates to move from Premium to Pro? Just bring them to office hours. That's the best way to do it. So every day at 12 and at 7, make sure they come to office hours so that they learn the difference between Premium and Pro. So if you know somebody that's a premium member and you want to upgrade them to pro, just bring them to office hours. We'll have a conversation with them, learn about their goals. And the key is the difference between premium and pro is that premium is for people who just want to post on LinkedIn. Pro is for people who want to actually generate revenue. So if you're looking to generate revenue, you need a strategy. Pro will give you the strategy, the support, the community, and everything built into pro. So not everybody needs a strategy. Not everybody needs new clients, but if you need new clients, that's where you get pro. Eugene, 16. Philip, 17. And then Jeff, 22. Go ahead, Eugene.
Morning, Joe. Uh, my street name is Eugene the Promotion Machine. Uh, I am looking for business development people in companies of, uh, 250 to 1,000. And business development people need to put promotional products on the customer's desks and in the client's referral program and in the thank you program. So business development managers and owners.
Amazing. Eugene the promotion machine. I'll never forget that. Thank you. Philip 17, after Eugene the promotion machine. Go ahead.
Hey, Philip Griffith. I'm actually— I work with families, helping them turn their photo chaos into meaningful legacies. So who I'm looking to be introduced to are professional organizers and estate planners, because they are the ones who are working with those families who are interested in the next generation and passing on those legacies. So professional organizers and estate planners are who I'm looking to be introduced to.
Amazing. Amazing. It looks like Jeff stepped away from his desk. So Anshuma 23, Bob 07, and then James 31. Go ahead, Anshuma. Who are you looking to meet?
Hello, good to see you all. Um, I am a leadership and mindset coach based out of Livingston, New Jersey. I help mid to senior leaders and their teams communicate with clarity and lead through change with confidence. I'm specifically looking for these mid to senior leaders and also trying to crack more corporate deals in mid companies, especially based out of New Jersey. I know, Joe, you can probably connect me with a few of them, uh, because I've started to do more corporate clients now as opposed to just one-on-one clients. So looking forward to meet some of these mid-sized companies, um, HR leaders, as well as, um, leaders who need more clarity on how to communicate better, be more calm and confident, and more Influential.
Amazing. Amazing. Thank you.
Definitely can help you with that. Bob07. Bob, take it away. Tell us who you're looking to meet. And just so you know, every day at 6 PM, we have— we hired somebody to do vibe coding with the community of the AI automation community. So if you guys want to learn how to build an app, we have a developer that's available at 6 PM every single day. Just type in vibe in the chat if you wanna get more information about that. Um, the AI Automation Community is right now just $29. So if you guys want to learn vibe coding and meet with a developer daily at 6:00 PM every single day, he's available. His name is Ishaan. Um, he helped us build the backend of Evie AI, and he sits down every single day teaching Lovable, teaching Bolt, teaching Anti-Gravity, teaching all that stuff. So if that's something that you wanted to do, or someone on your team wants to learn how to build an application. Just write VIBE in the chat and we'll send you the deal. We'll send you the information about how you can join that and get access to all his recordings and everything he's doing. It's not for everybody. Not everybody wants to build their own apps, but if you did want to build one, then that would be a great place. I wanted to make it super affordable. Bob07, and then James31, and then Sandra26.
Go ahead, Bob.
Joe, how are you? Good seeing you. I love the hat. Or is that a muffler?
It's a muffler.
Yeah, looks good. Um, I, I want to meet COOs of manufacturing firms, primarily in the, in the Midwest, medium-sized, uh, medium-sized firms that don't use— they're not high-tech, because that's when you don't do a lot of training. If you have high-tech, it's a different kind of training. So I want to look at, find some folks that are in that space. And my pitch is all about helping them realize that their training efforts just don't pay off.
Okay, awesome.
Well, thank you so much for sharing that. James, 31. Sandra, 26. Marlene, 24. Greg, 27. Go ahead, James.
Hi, everyone. My name is James Kalistra. My company is called Wonderfish. And I'm looking to meet founders and CEOs that have a lot of expertise. They have stories that they want to share because what I offer is a podcast booking service. It's completely done-for-you service. And the reason I like the founders and CEOs, it tends to be people that are in technology, but also I've worked with coaches, anyone that has, like I said, a story to tell or expertise to share because I use podcasts to get, get these people visibility, get your story out there. It's a completely done-for-you podcast booking service called Wonderfish. And lastly, my, my, my flagship product is called the Podcast Power Circuit.
Awesome.
And how did you hear about Evvy AI?
I just found you on LinkedIn. I don't remember exactly where, but obviously you're all over LinkedIn. So I just found you and started following you. I think I— the first, the first My first interaction with you is like you went live and then I just started watching. I was like, this guy's kind of cool. You were like, I think you might have been like rapping or something. I don't even remember exactly. I think you made a song or something in one of your lives. I was like, all right, I'm gonna, I'm gonna follow this guy.
Do you know how many people have started just finding me just because I literally just go live? And I go live.
I need to, I need to do that. I need to go live.
I do it, I do it like over 200 times a year. Next year, I commit to going live 300 times. I will go live 300 times in 2026. And I don't just go live on LinkedIn. I go live on YouTube. I go live on Twitter. I go live on Facebook. Guys, go check out my Facebook. I'm on, I'm on all of them at the same time and on TikTok.
Mm-hmm.
So I want you guys to really think about the, the impact that you have with going live. that a lot of people don't even know how to be able to leverage this properly. But I highly recommend checking out my lives. If you go to my profile and click on events, you'll be able to see all my live events that I've done. And you're gonna see I'm gonna be doing 300 lives in 2026 because the impact was so deep for me this past year and the year before on going live. So thank you for confirming that, James, that I'm moving in the right direction.
Of course.
I appreciate you very much. And thank you for allowing me to roast your profile.
No, that was helpful. And I, I've been meaning to update a lot of those things. Really quick question on that. You, you mentioned that I'm using the featured wrong because I just had like a PDF. Like, what should I be doing on the featured?
Ah, one of the 99 LinkedIn hacks. I have 2 hacks. I have 2 hacks for you. And Lindley, I see your hand up, but I have 2 hacks for you. Hack number one is go to my profile and watch. There's a video there as a featured item. It's a 15-minute video. I highly recommend putting a video that's about right under 15 minutes as your main feature. So when somebody goes to your profile, they see a video instead of downloading a PDF. Now, if you're going to have a PDF, which I do recommend having one embedded into a post and get 100 people to like and comment on your post. So look at the—
Mm-hmm.
The second featured post that I have is called a Business Networking One Sheet. And we create these Business Networking One Sheets for all VAI Pro members. So come to— if you're a Pro member and you don't have a Business Networking One Sheet, come to office hours. We'll build one out for you in 2 seconds. And that business networking one sheet, I highly recommend everybody optimize it every year and create a new one each year that aligns with your 2026 goals. So get ready to have a new one. I'm going to launch a new one in January, but you go look at mine and you can R&D it. You can rip off and duplicate it. But if you need help with it, um, every AI Pro members get their, um, get their one sheet, um, support on, um, inside office hours. So James, hope that answers your question.
Yeah.
Yes. Thank you.
And then the third thing I would add is a newsletter. So go watch my— I have 3 different newsletters. You could have up to 5 LinkedIn newsletters. So you have 6,000 followers already. You're ready to launch your first newsletter. So I would say launch. And if you need support with that, we can help you.
I think I launched one, but it's not active. So I need to just, uh, fix that.
Maybe I'll give you a call. I have your phone number, as you can see.
Yeah, you can.
I'll give you a call. Thank you, James.
Thanks for being a client. Thanks for being amazing.
Sandra, 26. 26 is the number of God.
And also the number of my birthdate.
So, hello.
Who do you know who's a business CPA that actually hates doing taxes? Those are the type of people that I work with to make sure that they zero in on a problem that they solve. So if you know, or you have heard a CPA go, I hate doing taxes, that's someone that I need to meet. CPAs who do all the other stuff and don't want to do the taxes.
Amazing.
Sandra Carter, Video Grows.
Thank you, Sandra. Um, Lindley, I'm going to take your question in just a moment. I just want to make sure we get to Marlene, Mike, and Barbara first, and they'll each do their 15-second, uh, who they want to meet. Go ahead, Marlene. And then Mike, and then Barbara.
Greetings, everyone. Marlene Seiden, and I am looking for health system and multi-specialty practice executives who are focused on service excellence. They have teams with low patient experience scores, and they are struggling with staff morale and retention.
Thank you.
Thank you. Appreciate you being here. Mike, and then Barbara.
Yes, uh, I am looking for, uh, personal injury attorneys. Don't shoot me for that. Um, also HVAC, home services owners, and, um, assisted living, um, managers and owners. I have the very first fully AI SEO available. Uh, where when we take on an account, we take 3 keywords or key phrases that they want to rank for, and we guarantee that they'll be on page 1 of Google within 90 days. And it also integrates with all the LLM models, everything else. Uh, plus it will send out 1, uh, press release every month. And a press release does make a big difference on your SEO.
Amazing. Thank you for sharing that. Barbara 32, take it away, Barbara.
Hey, good morning, everybody. I'm Barbara Harrington, and I am a master certified neuro coach and chemist. And I'm looking to meet women leaders over 45 in STEM. That's science, technology, engineering, mathematics, and medicine. And I want to help them become well paid as consultants And that's kind of something that they never really realized was an option. They've been— they're done with playing with the corporate grind. They're done with playing small. And it's time to turn their brilliance into bold, well-paying consulting businesses. Because I know that success is an inside job and everything I do is neuroscience-backed. And so who do you know? can I meet?
Awesome.
Thank you so much for sharing, Barbara. Uh, Lindley28, you have a question?
Yes, early, uh, you're talking about the profile, uh, roster. Question for you, for new member like me, is there a session that we can strategically look at, examine my current profile so I can optimize as soon as possible? Yeah, so that as we do the effort You know, that's more outcome better.
We do that during office hours. So if you come to office hours at 12 or at 7, we'll spend the time with you and optimize your— help you optimize your profile 100%. Just bring that up during office hours and we'll walk you through step by step everything that you need to do.
Awesome. There's a question. You're early talking about Go Live. There's 2. One, is everyone qualified to do that? In LinkedIn, you have to have criteria.
You have to have criteria to go live. Um, I know we had Gupta that showed her face for a second. Do you want to do your thing? But yes, you can go to your own profile. If you go to linkedin.com/dashboard, we can all go there. If you scroll down to the bottom of the dashboard, it'll tell you if you are qualified or not qualified to go live. It'll say available if you go live. So it's linkedin.com/dashboard. Dashboard. Um, yeah.
And another question, since you already done over 200-something, are you going to do a workshop to teach us, guide us how to do that? I know that there should need some courage to show up live, and also definitely skills needed.
We have done one in the past. We have the recordings available. However, I do— I will be doing a a workshop as our premium. We have something called a bonus workshop that we do every month. So our next one is going to be about LinkedIn Live. A lot of people ask for it, so we are going to have one coming up about LinkedIn Live so everyone can learn how LinkedIn Live works. Does anybody want to be part of that? Does anybody want to learn how LinkedIn Live works? Yes, Bob looks like he wants to. Yes.
Okay, good.
A couple of you want to. So yeah, so we're definitely going to do a class on how LinkedIn Live works to walk you guys through step by step. The way that I do LinkedIn Live, I use a tool called OBS. It's the Open Broadcasting System. You don't need to use OBS. You could just use a tool like restream.io. You need to have third-party software to go live on LinkedIn. It doesn't just natively go live from your computer. So I recommend one called Restream. There's another one called StreamYard. There's many others that you could use. You could even go live directly from Zoom. But I do recommend Restream.io because if I stream to Restream, it automatically streams to YouTube, to Facebook, to Twitter, to TikTok, to all the different places, automatically streams to those places. So every single time I go live, and I'm gonna be talking about this in our class, I change the title of the live. So this way, when Google picks up that YouTube video, or that Twitter, that title of the live shows up within, if somebody's looking for that topic. So if you go live 300 times, think of 300 different titles that your target market would be searching for. So in, for example, in Rick Clody's things like, how do I find good employees that won't leave? And those are the topics. And you don't have to talk for 10 hours. You can do a 5-minute live. You could do a 10-minute live and then just end it. A lot of the times you come to my lives and you'll see nobody's watching my live. Why am I doing a live if nobody's watching? Nobody's watching it. The answer is the reason I'm doing a live is for the replay, and I'm also getting better and better. Now occasionally somebody will watch my live and become my client, as you saw James. It happened with James, and it happened with so many other people. There's so many other people that have become clients as a result of my lives. I'm doing it because it I benefit in many different ways. And by the way, there was another guy. Lives end up being evergreen, Rick said. There's another guy that came to me and he said, Joe, I just want to watch you play Fortnite while you're live. And so sometimes I just play Fortnite and I talk to my son while I go live. That's the beauty of using OBS. With OBS, I just push a button and just start sharing my screen as it is, like in my audio, my computer. I don't have to set anything up, it just works. Um, you have to connect OBS to Restream in order for OBS to send the The signal to Restream, or you can have OBS go directly, but it's a lot easier just to use Restream. They have everything set up. It works perfectly every time. Lindley, you have another question or was that helpful?
No, that's good.
Thank you so much.
Okay, good. All right.
Hey Joe, sorry, can you look at WhatsApp please?
Yes, I can look at WhatsApp.
Joe has to be in front of a computer, blah, blah, blah.
Okay.
All right, excellent guys. It looks like we have to wrap up this meeting. I could spend my whole life with you guys. Um, which I love doing and I love teaching you. Somebody said, Joe, can you take a walkthrough through all the different social media sites? Facebook, Instagram, Twitter, Substack. Can you walk us through? So I'm thinking about doing a series called the Social Media Tour, where I walk you through each social media platform one day at a time. And we do it for, let's say, 10 days. And then I walk you through 10 different platforms. Is this a good idea or a bad idea to do a session before the end of the year called the Social Media Tour? And I just walk you through, okay, this is how I make money off Facebook. This is how I make money off Instagram. This is how I make money off YouTube. This is how I make money off Substack. This is how I make money off TikTok. And I just show you what I do just to keep it simple. And each day will be a different tour of a different session. And I just call it the Social Media Tour. And it's not for you to kind of understand every aspect of the social media. It's just like how I use it, taking you through a tour through my profile on that channel. So anyway, just a thought process for you guys to think about. Thank you very much for being in my life, and I look forward to seeing you guys again very, very soon. It looks like I have a sales call that I have to rush to. So I look forward to seeing you guys soon. If you need anything, feel free to let me know.
You know how to reach me.
Thank you.
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