Jessie Barter

◆ Follow-up game plan — for Mark

Biggest leverage: She's already said "I'm in" — this call is an energy/fit confirmation, not a sell. The book did the selling; she felt "deeply seen." Your only job is to make the human connection real and close the loop to payment. Lead with genuine curiosity about her, not the program.

Opportunities to open:

She's actively asking "what's the S in Charger Ventures?" — position the cohort as the container to design her next arc, not just optimize the current one. That's the hook she's most alive to.
She's the one non-CPG founder in the cohort (real estate PE, ~$550M AUM). Frame that as a feature: outside perspective for the group, and a capital-allocator others can learn from. Make her feel like an asset, not an outlier.
She's testing whether the business can run without her (1-week vacation as a trial). Tie the 90-day work directly to that: redundancy, process, stepping back.

Watch-outs:

She flinched slightly on price ("wish it were less") but talked herself into it. Don't reopen price — the only open item is payment.
She's driven by intellectual satiation and connection, not money. A ROI/numbers pitch will fall flat; sell the arc and the peer relationships.

The ask: Confirm the energy is there, then keep it clean — "the spot's yours the moment the first $4k lands." Onboarding + Stripe already sent; this call just removes the last bit of friction.

Where they feel stuck

Hi Mark!

I read your book, and I feel so seen! My company is 8 years old, half of which my industry has been in a downturn. Needlesstosay, and while I love what we have grown, the first half was more fun. Our AUM growth rate hasn’t been satisfactory to me. Through a lot of therapy early on, and thank goodness, I blew up my scarcity trigger. My bottleneck now is me - battling my ego and feeling like a misfit professionally and personally. But for my children, I’m unmoored and disillusioned? I am not driven by $ - I am seeking intellectual satiation and connection with a partner.

What they've tried

I worked with a coach early on and have been working personally with an energy healer for 9 years. I worked with a group of mentors consistently about 2 years ago. I joined YPO in the last year in order to learn how others have navigated similar experiences.

What would be different in 90 days

I would have clarity on my next step professionally and have a partner personally.

Anything else

not provided

How they heard about it

Other

Application