How do you stay curious and focussed enough to join dots yet balance use of time and effort?

• Know your end game.

• Google sheet – serves as library of best practice. Research and veto email.

• Top 5/10 accounts be curious send this investment strategy document, once a quarter over 3 quarters.

• 2 in 3 will hit.

• A campaign approach.

• Not a quick hit approach.

• People are busy - they want access to value so provide and stay curious.

• Listen to their quarterly earnings calls, how changed.

• Get excited about amending your investment strategy document after listening to their quarterly earnings.

• Get excited about sending this out to 8/10 executives.

If you would like to receive a full transcription of the notes taken during the interview with Jim then please connect at [email protected]