Matt Bachmann

◆ Follow-up game plan — for Mark

Biggest leverage: He's essentially closed — onboarding call done, $12k felt reasonable without hesitation, and he explicitly chose this over a pure forum model because he wants the practical 1:1 work with you. The pre-cohort 1-hour strategy call to define his ROI is where you cement it. Make that call sharp and specific to Wandering Bear — that's what converts "yes" into a great first client experience.

Opportunities to open:

He's a YPO veteran (3–4 years) who's already doing personal-development work — he doesn't need convincing on the why, he needs a concrete, quantifiable ROI target. Co-design that with him so the 5x guarantee has real numbers behind it.
He reconnected with you at Eudaimonia and the masterclass genuinely resonated — he's a warm advocate. As a polished, established CPG CEO he can be a peer anchor for the cohort and a strong referral source for Cohort 2.

Watch-outs:

His one open concern was confidentiality/conflicts of interest in a CPG-heavy cohort. It was addressed on the call ("less of a forum, more of a classroom; the 1:1s with Mark are the core") — reaffirm it so it's fully put to bed.
He wants to route payment "through the right channel" — make the mechanics frictionless so admin doesn't stall the momentum.

The ask: Send the onboarding link with payment details; first $4k holds his spot. Confirm the mid-to-late August start date so his second payment date is set.

Matt Bachmann and Wandering Bear Background

CEO & Co-Founder of Wandering Bear Coffee
Reconnected with Mark at Eudaimonia; watched the masterclass video, which resonated
Already doing this type of personal development work: YPO member for 3-4 years
Key motivations for joining:
Accountability and consistent drumbeat
Doing hard work alongside others
Mark’s authentic passion and energy

Why Matt Said Yes

$12K price point felt reasonable without hesitation
Appreciated the one-on-one practical focus over a pure forum model
Main open question: confidentiality and conflicts of interest in a CPG-heavy cohort
Addressed: group is a classroom tool, not a forum; one-on-ones with Mark are the core
“Less of a forum, more of a classroom” (Matt’s framing, confirmed)

Program Structure and Timeline

Launch: mid-to-late August 2026, 12-week container
Pre-cohort: deep onboarding intake + 1-hour strategy call with Mark to define ROI
Weekly cadence: bi-weekly 1:1s with Mark + weekly group session
Closing: final 1:1 with Mark; ongoing continuation options after
5x ROI guarantee; everything is quantifiable and outcome-driven

Cohort Recruiting and Vision

Recruiting from warm networks only (no cold outreach for this cohort)
Slower than anticipated but high quality: “genuinely exciting” fits
Beta cohort earlier in 2026 was 10/10
Vision: run this cohort fully, then open next cohort; alumni continuation pathway planned
Cohorts will stack sequentially, not concurrently

Pricing and Next Steps

Payment structure: 3 payments of $4K/month
First $4K due now to hold the spot
Second payment: 30 days from start date
Third payment: 30 days after that
Matt agreed to payment split; prefers to route through “the right channel”
Joshua to send onboarding link with payment details

Next Steps

Send Matt the onboarding link (Joshua)

Includes payment details to lock in his spot; Matt will route through the right internal channel.

Confirm August cohort start date with Mark (Joshua)