Internal · Weekly Review

Dynamic Man — How We Run It

A weekly review hub for Pat and Will. This week's discussion topics, the standing agenda, and the operating systems behind Dynamic Man — beefed up over time.

Discussion List · 05/05

This Week's Topics

  1. Tanner
  2. Man of Options
  3. Filming ads and reels
  4. Multiple application pages
  5. Offer enhancement

Weekly Agenda Outline

Operating Systems Guide

How Dynamic Man Runs

The systems behind every channel, client, and content workflow — what's active, what's manual, and what's evolving. Reviewed and beefed up over time.

Section 1

Lead Generation Systems

How Dynamic Man generates inbound interest across organic channels — primarily Twitter — through consistent posting, replies, and engagement-driven content.

Standard Posts and Replies
Active

Ongoing organic posting and reply engagement on Twitter to grow reach, drive profile visits, and surface inbound conversations.

Engagement Posts
Active

Higher-effort posts written by Will designed to drive engagement, replies, and email signups. Distinct from Pat's standard posting cadence.

Section 2

YouTube Process

How live streams are planned, packaged, and repurposed into evergreen content on YouTube.

Pre-Stream: Plan + Initial Thumbnail
Active

Each live stream is planned in advance and a thumbnail is posted beforehand to drive registrations and reminders.

Post-Stream: Upgraded Thumbnail
Active

After the stream, the placeholder thumbnail is replaced with a higher-performing version optimized for evergreen viewership.

Repurpose into Mid-Length Video
Conditional

If the topic fits, the live stream is cut down and re-edited into a tighter mid-length video for the main YouTube feed.

Section 3

Client Process

The lifecycle of a 1-on-1 coaching client — from onboarding through ongoing touchpoints designed to surface social proof and referrals.

Onboarding — Coaching Package
Manual

Send the package for signature once a new client is enrolled.

Month 2 — Client Survey
Manual

Send a survey at the two-month mark to capture early progress, friction, and qualitative feedback.

Month 3 — Soft Referral Mention
Manual

First, low-pressure mention of referrals — plants the seed without making it a formal ask.

Month 4 — Testimonial Ask
Manual

Begin actively requesting a testimonial once enough progress and trust have accumulated.

Ongoing — Referrals + Testimonials
Manual

Continue bringing up referrals and testimonials at natural moments throughout the engagement.

Section 4

Client & Lead Tracker

Excel spreadsheet tracking the full pipeline — current leads, active clients, and where each one stands. Reviewed once a week as part of the standing call.

Weekly Spreadsheet Review
Weekly

Open the tracker once a week and walk through it together. Review new leads, status of active clients, follow-up actions due, and anything flagged for discussion.

Section 5

Telegram Group

Masterclass customer group — keeping it active and ensuring Pat's voice is present in the conversation.

Weekly Update Posts
Active

Weekly post in the group highlighting what's worth looking at — keeps members engaged and surfaces the most relevant content.

Pat Engagement in Threads
In Review

Make sure Pat is replying to comments and conversations in the group on a regular basis — currently a known gap to monitor.