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<aside> 🎙️ Preliminary Notes and Ideas for what to discuss

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Resources:

Guest Speaker: Erica Mohr

Plink Leadership

Erica Mohr

Other Resources:

Automated Meeting Reports, Transcripts, Notes, Video, Coaching, Scheduling | Read

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Show Notes

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Summary:

I. Enhancing Client Engagement and Subscription Model

• Seth David proposed a subscription model for clients:
  • Includes access to a Slack workspace and the Bulletproof Bookkeeping Mastery Course.
  • Cost: $2,500 per month with potential for lifetime access after a certain period.
• Joshua Standley supported linking access to subscription status.
• Seth expressed concerns about the additional workload from certification requirements.

II. Mindfulness Exercise and Focus

• Erica Mohr led a mindfulness exercise:
  • Helped participants reset and improve their focus.
  • Highlighted the importance of mental clarity in discussions.

III. Inclusion and Sensitive Topics

• Erica Mohr initiated a discussion on inclusion:
  • Encouraged reflection on definitions of success and the challenges of sensitive topics.
• Joshua noted the casual nature of podcast discussions but struggled with addressing sensitive issues without naming individuals.
• Seth suggested using generic references to maintain privacy while encouraging openness.
• The group discussed the balance between transparency and respect for personal boundaries.
  • Erica committed to communicating her limits more clearly in future conversations.

IV. Fostering Authentic Discussions and Client Value

• The group emphasized the importance of providing value to podcast listeners:
  • Seth stressed the need for engagement and active participation.
  • Erica expressed her commitment to authentic discussions.
• Discussion on the potential of the OpenRoad community as a resource for further engagement.
• Seth shared his experience with AI assistant Read.AI:
  • Provides insights into audience engagement during Zoom meetings.
  • Showcased how technology can enhance communication.

V. Social Media Interactions and Empathy

• The group discussed the complexities of social media interactions:
  • Joshua expressed concerns about being misunderstood in public settings.
  • Erica and Seth supported his view, emphasizing the importance of empathy in communication.
• The group discussed the negative impact of shaming and the need for "calling people in" to foster understanding.

VI. Intentional Language and Inclusivity

• Erica highlighted the importance of intentional language in creating inclusive environments:
  • Shared her experience with a coaching intake form that could evoke feelings of inadequacy.
• The meeting concluded with a commitment to nurturing curiosity:
  • Importance of asking better questions to improve communication.
  • Recognition of the transformative power of curiosity in fostering genuine connections. </aside>

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Chapters & Topics:

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Client Engagement Strategies and Mindfulness Practices

• Seth David outlined a subscription model offering a dedicated Slack workspace and the Bulletproof Bookkeeping Mastery Course for $2,500 per month. He considered providing lifetime access to the course after a specified subscription period, while Joshua Standley emphasized that access should continue as long as the subscription is maintained. Seth expressed reluctance to take on additional responsibilities, such as certification, due to current workload.
• The importance of connection and breathing exercises in meetings. </aside>

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Exploring Inclusion and Communication Boundaries

• The conversation highlighted the challenges of discussing personal experiences in a public forum without identifying individuals. Joshua Standley emphasized the difficulty of addressing situations generically, while Seth David suggested using non-binary pronouns to maintain confidentiality. Erica Mohr acknowledged the tension between wanting open dialogue and respecting boundaries.
• Strategies for effective communication and conflict resolution. </aside>

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Podcast Success and Value Creation

• In discussing the success of their podcasts, Seth David highlights the need for valuable content that resonates with listeners, ensuring they feel their time is well spent. He encourages active participation, suggesting that listeners take notes to maximize their learning. Erica Mohr shares her alignment with this vision, emphasizing the importance of authenticity and trust in their conversations, which also allows her to learn from the process. </aside>

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Insights on AI Assistants in Zoom Meetings

• Seth David discussed his transition to using Read.AI, an AI assistant for Zoom meetings, after facing issues with his previous app. He emphasized the benefits of Read.AI, particularly its ability to gauge audience involvement and provide feedback on his engagement levels during discussions. </aside>

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Language Inclusivity and Leadership Awareness

• Seth David shared his reflections on the use of terms like "mastermind" and "grandfathered," which he learned were considered non-inclusive. He engaged with ChatGPT to understand the reasoning behind these classifications, discovering that they often carry hierarchical or patriarchal connotations. Erica Mohr contributed by emphasizing the importance of self-awareness in leadership and how word choices can impact others.
• The challenges of using inclusive language in communication. </aside>

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Navigating Public Discourse and Authenticity

• The conversation centered around the difficulties of maintaining authenticity in public discourse, with Joshua Standley sharing his feelings of being unable to express himself without fear of misinterpretation. Erica Mohr and Seth David discussed the negative impact of shaming and calling people out, suggesting that such actions often lead to disengagement rather than constructive dialogue. </aside>

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Navigating Social Media Interactions

• Seth David and Joshua Standley discussed their own experiences with social media misunderstandings, highlighting the challenges of being misinterpreted and the emotional toll it can take. Joshua recounted a situation where his intentions were misconstrued, leading to a defensive response that ultimately clarified his original message.
• The impact of social media interactions on personal expression. </aside>

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Leadership Lessons on Accountability and Inclusivity

• Erica Mohr highlights the importance of accountability without shame, noting that such tactics can cause individuals to withdraw or react defensively. She recounts her experience with a coaching intake form at PLink that focused on clients' spouses and children, which she found exclusionary and potentially harmful to those in different life situations. This led her to advocate for more inclusive language in client forms. </aside>