It took me four years to perfect the one meeting I'm about to show you right now. This is my personal board meeting. Once a month, it shows me exactly where I'm wasting my potential and exactly how to fix it.
I run an eight-figure company. I'm in Bali right now. I've got a great team and a beautiful [music] life.
And a third of my life is still underperforming. Well, what's the difference? I know exactly where.
I can scroll back to 2022 and see every goal I ever set and what actually happened. So, today I'm running the July 2026 meeting on camera with you. Let's dive in.
First things first is I like to get clear on some of the highest priority to-dos in order to get to the goals I'm looking to get to. So, for me, across my portfolio, getting the business to $2 million of monthly cash collected by December of this year. So, for me, what that looks like is a real adherence to our Founder OS velocity rhythm, which is the rhythm of meetings that we have where we go over the team's scorecard, we go over our quarterly targets as a team, [music] and then really go and talk about the issues and opportunities that we need to solve in order to go and hit those goals.
Right now, this month, right, we're aiming at $500,000 of profit. I'm going and getting things like my IG stories and IG highlight strategy live. It starts here in Figma, actually, me working with my designer, Jan, who's an absolute legend.
You can see that we're kind of going and analyzing a bunch of different, you know, highlights and playing around with different designs for the Founder OS IG account as well as my personal. And then there's just a lot of back and forth around that, you know, we're just looking at different photos we've got. The goal here is really when anyone follows me on Instagram to make sure that they know who I am, what I'm about, how I can help them, um and understand a little bit more about my story.
That's just one of these core tasks um that we're getting [music] done. And so, what I like to do is I really go and get clear on what does success look like. Some things for me are, you know, going and filming videos like this for you guys.
Um it involves kind of wrapping up a book project I'm currently working on. Uh more details on that soon. Um it's going to be launching in the coming months.
It's been three years in the making, so it's been a work of art uh and a labor of love and I can't wait to show you. And then I'm also currently working on something called Alberto. It is a seller AI that sits in some of my DMs across platforms like LinkedIn and X and is able to go and convert people from contextual lead magnets to the DMs [music] to actually converting people without even needing a sales team.
And this is something that I've been working on for the past 8 months with Nick on my team who's been spearheading [music] it and it's slowly also being nailed the founders inside of Founder OS. Now the next aspect here is my personal board of advisors. When you're building something, the journey can be lonely.
We've all been there. You're looking to build a sales team, but you don't actually have any great sales mentor around you or maybe you're looking to go with and build out content and it's been something on your mind for months, [music] maybe even years, but you don't have that advisor that's actually gone and built an organic audience before. For me and my success, I've always had a personal board of advisors around me.
Folks that are a few steps ahead of me on the journey that can kind of show me the way. And so for me right now that's folks like Neil Patel who's an absolute legend, was on a call with him a few weeks back. Brian Clog, another legend doing about a hundred million dollars a year, was on a call with him about a month ago.
Folks like Ryan Begelman, coach of mine who I've worked with for the last 8 years, exited his last company bootstrapped about 60 million dollars. >> [music] >> And I have my 10X profit chat GPT project. So to give you a sense of what that looks like too, I basically go and upload everything around velocity, around Founder OS, our economics, our financial model, different comments and calls from folks inside of Velocity and then a lot of just customer research and data that I can then use to go and come up with a lot of, you know, just questions and answers.
And using chat GPT in that 10X profit project as you know, one of my key advisors. Now on the personal 30-day goals, a big thing for me and the theme [music] of 2026, right, is designing my life like an architect. What that means to me is just being really intentional about things like my health, spirituality, my relationships, the business, and taking time to really get each action aligned with the man I'm looking to become and the life I'm looking to build.
It's saying no to things, no to things like negative self-talk, no worrying, no doubting, no slacker social media before noon. I've also been doing breathwork one time a week just to ground myself more, really lean into peace, right? Which is what I think at the end of the day is what we're all really after.
Next piece here, we got the Founder OS vision. Whenever you're building anything, you need to have a why that is so great to get you through any how. And my why behind Founder OS is to build a community of 100 million founders that are changing the world.
When it goes to like my 10-year goals, right? >> [music] >> I'm looking to have seven best-selling books out, right? 30 million subs here on YouTube, which is definitely an ambitious feat, but my mindset with all of this is it's much easier to have 10x goals than just 2x goals, right?
Another big thing here is the newsletter subs, right? When I think about my goal and dream of having this retreat center in the Dolomites for founders, that ain't going to pay for itself. And so, the key thing is making sure that we're building our newsletter subs because it is statistically proven that your newsletter list is going to convert people 36 times better than your social media.
And I've seen this myself. When I look to the end of my life, I think beyond even just all these goals, the thing that really fires me up is I think one of the greatest things you can do for humans is just give them opportunity, right? And help folks go and serve their communities and especially be able to build financial abundance for themselves.
And so, these are the kind of things that I'm focused on to do just that and achieve my own personal purpose [music] um of fulfilling my highest human potential. When it then comes then to the one-year, 90-day, and opportunities as I see it, the key thing I do here >> [music] >> is really then just kind of like reverse engineer these ambitious goals that I have over 10 years. So, this year then that means getting the book to a million copies sold, 3,000 qualified calls booked per month, hitting a million subs on YouTube, and then really continue to grow the audience and just produce um really exceptional content, right?
When I think about um then on the personal side, it's not all that different. Looking to have a wife and kids over the next uh few years here. Um really just continue to kind of be mindful, practice stillness, keep on dialing in my health, and really just like living the life of like a founder artist, and living a vibrant life, just really serving people that I love, serving folks who, [music] you know, want to make sure that, you know, they're not stuck in the weeds of their business, that they um are actually able to build a business that they can see themselves doing for the next 20 years.
What I'm currently focused on the personal side for over the next 90 days are things like getting a home with a bunch of land, doing my morning pages. So, a big thing is like all my content comes from my soul, and I'm actually writing all this stuff. I'm making these videos, right?
So, it a lot of the time comes from me just journaling in the morning. Things around, you know, what are my current challenges, what have I learned over the past 2 weeks, what have I learned from my personal board of advisors, and I'll journal around these things, and that's what become my newsletter, or become the lead magnets I give out, they become the videos that I make. For me, this personal board meeting, as you probably can tell, it is definitely very personal.
You're probably learning more about me than my mother even knows right now, okay? Keep in mind that this has been built from reps and reps and reps. You can see that, you know, I'll go and, you know, year after year after year go and just keep on creating these things and updating it.
So, often times it's not the plan that's the valuable part of this, meaning like the actual thing you're seeing right now isn't necessarily the most valuable part, it's the planning process. So much of success, right, is just like staying focused on what actually matters. And this board meeting kind of helps orient me around those exact things.
That's kind of that piece. I also kind of go and have my org chart in here, okay? So, So, you can see the whole squad, um and this gives me an opportunity just to kind of almost build my team almost like a fantasy roster, right?
So, I've got the squad here, able to see how it's constructed right now. Is there any pieces that we need to optimize? Any people we need to promote?
Um, are we optimally structuring the team and and how we're even running things like our meetings and quarterly goals? So, just gives me a quick snapshot of things. And right now we're running a pretty lean team here.
Your big domino, okay? Your domino is the one move that you can make that makes everything else easier or unnecessary. For me, my one big domino is having an unbeatable 4-hour deep work system that produces at least one truly exceptional high-levered piece of content every single day.
Each month as well, I'm thinking about what books I want to read. So, right now reading the Tao Te Ching uh by Laozi. Mix of spiritual books, non-fiction, sometimes a little fiction, but mostly sort of more spiritual spiritual mindfulness type books as they kind of help ground me.
Now, at the end of each month, okay, I do a bit of a reflection, right? What went well, uh what didn't go well, and what did I learn? As an example, if I'm filling this out right now, what went well?
You know, 12 amazing videos filmed with Memo. Um, what didn't go well? Uh, let's see.
Well, a friend canceled on a hike 2 weeks back. Uh, so, you know, not that we're going to change anything off that, but you get it, right? You're able to reflect on things even business-wise, right?
And then it comes down to, okay, well, what did you learn, right? And so, you know, maybe I've learned, you know, energy is everything. [music] You know, say no to things that drain you.
Let's just say. From there, [music] some other pieces of this that I've kind of customized over the years, I like to think about the mini adventures I'm going to be doing. So, over the last bit, I was in Banff, Alberta snowboarding for my brother's wedding.
I went to Japan with my good friend Daniel Dailin hosting a retreat here in Bali with some Epic Sounders just a month ago. Um, so just crossing things off there, right? For, you know, really remembering to live an amazing life while building this portfolio of businesses.
These 35 winning habits are things that I like to just have documented. You know, this weekend I have it off, right? And so, if I'm looking to go and just like take some time to relax, these are things I know I can come back to that fill up my cup, whether it's things like reading, podcast, meditating, cleaning the house, like simple things sometimes, right?
And I'm a a simple person. Those are just some winning habits. When I think about my perfect day, having that all kind of listed, what I've also gotten here, which I'm not going to spend all the time going through this, but a big thing, right, is as I build myself into the architect of my business, right, and not the operator, the key thing here is making sure that I have people that are responsible, accountable, consulted, and informed, so that I'm out of most of the things.
So, what I've then done is gone and onboarded the whole team to this RACI concept, where everyone in the team owns their core area across distribution, sales, rev ops, product and delivery, operations and people, strategy and architecture. Cuz inevitably, the less I'm doing, the better. And as a company, too, the less we're all doing, the better, right?
So that we can focus on going deep on the things that actually matter versus wide on a bunch of things that don't really matter. One way that we go and think about this, right, is we have weekly meetings inside of Founderpath, our velocity meetings, okay? And on these meetings, we establish things like the company scorecard, where we set goals for things like units sold, cash collected, book calls, renewal units, and then we're going and essentially constructing goals across our COO, CMO, video lead, head of content, [music] you name it, and then going through different opportunities we see to go and amplify the business.
So, that's just one example of something that we do to then take this whole vision I've put in my board meeting, which is more of a private document, but bring some of these general intentions and goals to the team so that I can get leverage through the people around me. So, while the board meeting's not typically something I'm going over with my team at all, it's a personal document. The translation between the goals that I'm outlining in there and then the velocity meeting I do with my team is a a bit of a bridge to then bring this to my team.
And if you're interested in going and getting my velocity meeting template, I've given you the exact structure, the agenda, the quarterly targets, and everything that I would use if I was running your business. Um you can stop this video, go and check that out in the description below, download that, fill it out, and then bring that to your team meeting, and get your team really ripping. What is all this for, right?
Well, a lot of this is about your energy, right? If you're feeling fired up, you're feeling fulfilled as a founder, that's going to translate to your mission, your vision, and your ability to show up and really just get done, okay? Now, what is my focus?
My focus is on obsessing over quality, right? I see myself as an investor more than an entrepreneur, investing in world-class people, investing my money in core projects that I know will have an ROI, and investing money to also just get my time back, which is like my greatest investment. I also want to make sure that I'm focused on revenue-producing prios, priorities.
So, things like building a high-performance team, amazing founder success, coming up with irresistible offers, shooting incredible videos, really refining our organic content funnel, writing a mail amazing sales copy, developing workshops and presentations that really convince people um that we're legit. Uh one thing also that I'm like looking at is this like vision that I've always had to build the most beautiful business in the world. For me, the most beautiful business in the world, it's peaceful, right?
It's fun for me to build, it's fun for the team, it's insanely simple, right? It generates [music] endless referrals, something I can see myself doing for the next decade of my career. Um I'm working with people I love.
I'm >> [music] >> basically feeling like every day I just get paid to play. Those are a lot of of criteria that I'm looking at and just trying to optimize and maximize these. Along the way, too, right?
Getting clear on things like our core system. These are just artifacts that I've built over the years, say with Founder OS, right? You know, these are kind of the seven aspects of our business, the systems that exist inside of there.
Um and I know that if all of these folks are running these areas at a high level, the business is going to be roaring. As we rewind, you know, even [music] 10 years ago, right? I remember creating this criteria, and it's something I just come back to, right?
For me, it's about building something that feels like play, where I'm not worrying, I'm able to remove myself from operations, do things that are fun, get to $10 million profit a year, make something people want, control 98% of the business. I'm not a fan of co-founders. Love the problem, love the customer, and have distribution product fit.
Guys, that's my board meeting. If you want [music] your own board meeting um that you can go and complete the same way that I've showed you, I want you to go and pause this video. In the description, you can go and check out a personal board meeting template that I've made just for you.
This is something that I wish someone had made for me like 18 years ago. Inside of this, okay? You can go and watch the video in this, which is a training that's going to help give this all more context in terms of how I approach Founder Operating Systems.
And then, after you've gone and watched that video, go and fill out your board meeting, right? Your annual goal, your business initiatives, your personal 30-day goals, your own mini adventures, what your big domino is, things like your personal board advisors. And by the way, I put my name there because I'd love to help you inside of Founder OS, which you can go and apply for via the link below if you're interested.
And then, things like, you know, your monthly retrospective, right? What went well, what didn't go well, and what did you learn? Okay?
From there, I've also inputted templates for things like healthy habits, my perfect day, and then things like even your own RACI chart, okay? So, that you can see how I kind of split up my team and who does what, and you could hypothetically go and put your COO, CMO, chief of staff, and video lead in here as an example, and make your own RACI charts for your team, so you can be remove yourself from more of the operations, get out of the weeds, have more fun, enjoy the process of building, and have a business that increases your liveliness as it scales versus consume it. That's that.
Hopefully, you found this really useful. I've had a lot of fun going over this. If you enjoyed this video, you'd love this next video on the psychology of going and building a magnetic brand.
Go and check that one out. Be sure to like and subscribe, and let's win together.
