Core Values Dock

• Nonstop — constant iteration. "Leveling up never ends."🎬
• Charged Up — prepared, no latency. Show up composed.📄
• Worst Behavior — high reward, low risk. Try any crazy idea.🎬
• Crew Love — talent density. Raise the average, always.🎬

Mental Models — Top 10

• Circle of Competence — know your edge → hire/partner.🔗
• Inversion — anti-goals: what NOT to do.🔗
• Focus Funnel — Eliminate→Automate→Delegate.🎬
• One Thing — what's the ONE thing? → weekly prios.🎬
• OMTM — 1 Metric That Matters; adjust after 30 days.🎬
• Payback Period — capital north star → allocation.🎬
• Utilization Rate — hrs/available; 70% rev-gen.🎬
• Energy Audit — energizers vs drainers → roles.📄
• Hypothesis Rule — no problems without solutions.🎬
• TREADIE — Track→Review→Eliminate→Automate→Delegate→Intensify→Repeat.📄

Energizers — Daily Reset

Anti-Goals — Inversion

• No in-person meetings when email/phone works.📄
• Max 4 hrs scheduled time per day.📄
• No bad vibes — even slight = hard no.📄
• Never give up voting control.📄
• No morning meetings. Sleep in when needed.📄

Strengths, management style, 21-day rule, comms prefs, feedback philosophy.

Circle of Competence (pg 3)

• People heuristic: who do I call for X? → Inner 12.📄
• Dunbar's 150 = middle ring (Syndicate + Dream 100).🔗
• Clay DB = outer ∞ — content + automation + enrichment.🔗

People Scorecard · values + strengths + principles

Talent Pipeline

• Screen: Bryq cognitive + CrystalKnows DISC.🎬
• Place: put in energizers. "What do YOU want?"📄
• Push: faster than they thought possible.📄
• Prove: 11+ people → 6–8 figure businesses.🎬

Communication Priority

• #Channel → DM → Email → iMessage → Call.📄
• Slack 2–3×/day, notifs off except @replies.🔗
• Urgent? gCal → Slack huddle → Call.📄

CEO Audit (weekly)

• Setting/reinforcing direction? → Vision Deck.📄
• Allocating capital against direction? → QuickBooks.🎬
• Hiring/training toward 1 objective?🎬
• Being chief psychologist? → Crystal + 1:1s.🎬

North Star — the method

• Progress to the goal you set. Concept, not one metric.🎬
• Each venture/period names its goal; star = % to goal.🎬
• Cash · Profit/Lead · ROAS = instruments under it.🎬

Meeting Cadence

• Weekly 1:1s — joint Monday board.🎬
• Team Mtgs — Metrics → Topics → Tasks.🎬
• Semi-Annual — planning + perf reviews.📄
• Career Sessions — history, ambitions, goals.📄
• Philosophy: solo prep → debate → ownership.📄

Daily Standup (AIQ)

• Think → Do → Track → Share.📄
• "Do this daily = 5× faster than peers."🎬
• Check dashboards first. Predict problems.📄

Relentless Improvement — TREADIE

• 1. Track — time, money, energy, goals.
Timecamp🔗
• 2. Review — daily + weekly.
Monday🔗
• 3. Eliminate — doesn't serve goal/health → kill.
Doc📄
• 4. Automate — important, not highly → systemize.
n8n🔗
• 5. Delegate — not your zone → pay someone.
Uplevel📄
• 6. Intensify — top-5 value actions → more.
RGAT🎬
• 7. Repeat — weekly cycle. Never stops.
∞📄

↳ Track in 30-min increments — know where every half-hour goes.

Hypothesis Rule

• No problems without a proposed solution.🎬
• Research before discussion — or assign an AR.🎬
• Shut down unresearched issues in meetings.🎬

KPI Layers (Amann Studio)

• Utilization — hrs worked / available.🎬
• Productivity — 70% on rev-gen projects.🎬
• Investment — % capital per project.🎬
• Realization — project rev / project EV.🎬

Intelligence Stack (2026)

• Claude — Chief of Staff AI, strategy.🔗
• n8n — workflow automation backend.🔗
• Close.com — CRM, pipeline.🔗
• Monday.com — single source of truth.🔗
• Clay — enrichment, outer-ring DB.🔗
• Slack — comms hub, #channels > DMs.🔗
• Read.ai — meeting intelligence.🔗
• Rise — time tracking, utilization.🎬
• Bryq + Crystal — cognitive + DISC.🔗
• Miro — strategy boards.🔗
• QuickBooks — finance, payback period.🔗

Single Source of Truth

• Monday.com — every project gets 1 board.🔗
• 1 truth per North Star KPI. No constellation.🎬
• Transparency > Silos — overdue ARs in Slack.🔗
• Data for insight, not to torture numbers.📄

GTM Playbooks

• V1 — SOPs, templates, training.📄
• V2 — KPIs, paid media, interview frameworks.📄

Portfolio ($100M+ tracked)

• 🔥 SubTo — $0 → $40M in 3 years.📄
• 🚀 AstroFlipping — $0 → $18M/yr.🎬
• 💳 CreditStacking — $0 → $18M/yr.🎬
• ↳ SubTo Audit Q1 2025.📄

Wilkinson 10 KPIs

Team Utilization · 30/60/90 Pipeline · Brand NPS · Team NPS · New Biz Pipeline · Cash · AR · AP · EV · Profit Margin.🎬