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People Community · Thu 23 July 2026 · 12:30pm

Mid-Year Reset

90 minutes. Where you're at, what the numbers say, and how we finish the year strong.

Zoom link · everyone leaves with one clear action

1 · Welcome · 5 min

What's been your biggest win since we last met?

2 · Community update · 5 min

This is your space

Workshops are now separate — built for larger, seven-figure clinics: leadership, hiring, scaling. You're welcome at any that's relevant.

This room is where we work on your business — problems solved together, ideas shared, accountability kept.

Quick teaser · details at the end

Help grow this room —
there's now something in it for you

Referral program launching. We'll cover how it works at the back end of today.

3 · Mid-year review · 1/3

Think back to January

  1. What goals did you set?
  2. How are you tracking?
  3. Where have you diverged from the plan?
  4. Why?
3 · Mid-year review · 2/3 · solo work

Write — 8 minutes

  1. What unexpected opportunities came from changing direction?
  2. What hasn't worked?
  3. What have you learnt?

Pen and paper or doc — doesn't matter. Just get it down.

3 · Mid-year review · 3/3 · pairs

Bring it to pairs

Share what you wrote. Then key insights back to the group.

Small room today → straight to group discussion.

4 · Business numbers · 1/3

Real numbers

  1. Revenue YTD / FY26
  2. Compared to last year?
  3. Are you happy with where you're heading?
4 · Business numbers · 2/3

The levers you've been pulling

4 · Business numbers · 3/3 · pairs

In pairs: which lever has had the biggest impact this year — and which one are you pulling for the back half?

Small room today → straight to group discussion.

5 · Stress points · 1/2 · write it down

What's creating the most friction in your business right now?

Write yours down first — then we talk.

5 · Stress points · 2/2 · discuss

Is this actually a people problem…
or a systems problem?

6 · AI & systems · 1/10

I'm becoming less convinced that most small businesses need a VA.

Once AI systems are built, they keep working — without ongoing management.

6 · AI & systems · 2/10

Meet my executive team

Seven AI executives. Each owns a lane of Culture Of One. None of them sleep.

6 · AI & systems · 3/10

Marcus Hale

CRO — BUSINESS DEVELOPMENT

Builds the outreach queues, researches every prospect, keeps the pipeline honest. I just have the conversations.

6 · AI & systems · 4/10

Priya Nair

CMO — CONTENT OPS

Runs the content queue, scheduling, analytics. I stay the voice — she runs the machine around it.

6 · AI & systems · 5/10

Ellen Marsh

COO — CLIENT DELIVERY

Preps every client call, debriefs every transcript, keeps every client file current. Nothing falls through.

6 · AI & systems · 6/10

Ruth Steiner

CHIEF PRACTICE ECONOMIST — AWARD & BILLINGS

Award compliance, wage models, billings audits — computed to the cent, explained in one sentence.

6 · AI & systems · 7/10

Sam Okafor

CTO — INFRASTRUCTURE

Dashboards, deploys, integrations, backups. Built the deck you're looking at right now.

6 · AI & systems · 8/10

Grace Lim

CCO — CUSTOMER SUCCESS

Owns everything after you buy — access, provisioning, follow-ups. She'll be emailing you after today's session.

6 · AI & systems · 9/10

Vivian Cross

CFO — FINANCE & GOVERNANCE

Money truth and the brake: every bit of new structure has to justify its cost, or she kills it.

6 · AI & systems · 10/10

And below them — staff

Named staffer agents doing the repetitive work: per-client file-keepers, a marketing-ops assistant. Cheap, fast, disposable — the execs review their work.

Email · invoicing · SOPs · knowledge management · one business "brain" underneath it all.

7 · Grow the room · 1/2

Refer a practitioner, get paid

  1. 10% of their first year — back to you
  2. That's ~$200 per member at today's rates
  3. Pays after their first 30 days (our guarantee window)
7 · Grow the room · 2/2

The room gets more valuable

Joining price is now $1,997 inc GST — and it rises as membership grows.

More members → better conversations → more resources I share in here.

Full details in an email from us this week.

8 · Finish the year strong · 1/2

Imagine it's December

Final session of the year. What would have to be true for you to say: "I'm really happy with how this year finished"?

8 · Finish the year strong · 2/2

What's the next milestone between now and then?

9 · Commitments

What's the single most important thing you're going to commit to before our next session?

9 · Close

Post your commitment in Circle

Right now, before you log off — Wins, Lessons, Commitments space. We'll check in on them next session.

Recording goes up in the vault. Follow-up email from us this week.

Next session: Thursday 13 August, 12:30pm