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šŸ’” The Lightbulb

šŸ’” Landing my first advisory retainer


The inbound came in hot. Piping hot.

Someone I’d spoken to during my last job search years ago was in urgent need of a course writer and had heard I was doing that work independently.

Problem was, he was too late.

Just a mere couple of days earlier, I had made the decision to wind down the ā€˜writing-as-a-service’ part of my practice.

Among other reasons, I found it wasn’t scalable enough to hit my revenue goals sustainably.

With my coach as my witness (hi, Melisa!), I resolved to decline these types of inbounds and focus on my more targeted IP capture and coaching service.

On paper, the inbound was perfect for my old service — the topic was interesting, the SMEs were high-profile, and the urgency gave me rate leverage.

But alas, I stayed true to my new direction and said no.

On what I thought would be our final call, I led with my decision to pass and my rationale. He understood.

With 25 minutes left in our scheduled time, he asked the vulnerable question: ā€œSo, what should I do?ā€

I looked at the clock and said, ā€œWell, we already have this time scheduled—I’m happy to stay on and answer any questions about building a course.ā€

This led to a rapid knowledge transfer about hiring a writer, SME interviews, IP discovery, and course structure.

Probably not as structured as I could have been in my delivery, but I was able to provide a rapid-fire of relevant insights with no preparation.

As our time drew near, he asked: ā€œWould you be open to an advising arrangement to help us get started?ā€

Unintentionally, turning down a hot lead had sprouted my first advisory retainer.

My takeaways:

  • You expect that staying firm on your strategic direction will serve you in the long run, but some immediate wins may surprise you
  • When your expertise matches someone’s urgent need, you have the leverage to set the boundaries on how you can work together
  • When in doubt, stay true to your pivot — and enlist an accountability partner to keep you honest :)

šŸ’”

-Wes

šŸ’” The Lightbulb

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