Strategy Meeting
Artifact info
Title:

Generative You Check in

Engagement:

Generative You

Client:

Dave Pendle

Meeting Date:
May 13, 2025
Next Meeting Date:
No items found.
People
Andy Bittner
Dave Pendle
James Redenbaugh
Artifact Image
Meeting Summary

Overview

The Strategy Consultation Meeting, titled "Generative You Check in," focused on Dave Pendle, a sole business owner from the Netherlands, who aims to enhance his offerings, including the 'Phenomenal Conversations' podcast. The meeting addressed current challenges such as the need to capture emails, convert leads, and develop 'micro offerings' between free content and expensive courses, as Dave's existing promotion primarily relies on LinkedIn. Content performance analysis revealed low podcast metrics and a lack of visibility for website links, indicating the need for a more robust promotion strategy. A new lead magnet, 'Five Routes to Regenerative Worlding,' was introduced to bridge connections with new audiences, and discussions included optimizing Dave's online presence across platforms. Given his limited budget of €1,000, strategic proposals were made that encompassed high-level reviews, social media strategies, and lead magnet integration. Action items were assigned to both Dave and consultation team members to move forward with the proposed strategic initiatives and ensure effective implementation.

Notes

🌱 Dave's Background and Business Overview (00:00 - 05:10)
  • Dave Pendle is a sole business owner based in Netherlands
  • Main offerings include 'Phenomenal Conversations' live podcast where he interviews regenerative change makers
  • Previous course 'Co-creating Regenerative Cultures' was successful last year but follow-up attempt in October failed
  • Dave features notable figures in the regenerative community (Michelle Holiday, Graham Boyd, Lauren Sell, Curtis Ogden)
  • Website quality is good but business needs to grow to match it
🎯 Current Challenges and Goals (05:11 - 14:25)
  • Dave needs strategic interventions to capture emails and convert more leads
  • Current issue: plenty of fans but not enough paying clients
  • Need for 'micro offerings' or intermediate products between free content and expensive courses
  • Dave's primary promotion channel is LinkedIn
  • Website needs to be more user-friendly for uploading new materials and selling content
  • Dave's lead magnet is nearly complete and will be part of the strategy
📊 Content Performance Analysis (14:26 - 19:59)
  • Podcast metrics are low: only 127 plays across all platforms and 24 Spotify followers
  • YouTube views total 387 across all videos
  • Medium blog posts show reasonable engagement (some with 1.3K views)
  • Key issue identified: website links often buried at bottom of content descriptions
  • Current promotion strategy is insufficient - posts once on social media but needs consistent promotion
  • Website links need more prominence across all platforms
📝 Lead Magnet and Strategy Development (20:00 - 28:51)
  • New lead magnet: 'Five Routes to Regenerative Worlding' workbook with reflective questions
  • Website analytics need to be reviewed to understand current traffic patterns
  • Need to create bridges to new audiences, not just peers in the regenerative community
  • Medium and Spotify profiles need optimization to drive traffic to main site
  • Lead magnet should be integrated into all content strategy
  • Dave showed preview of new workbook with design elements matching website branding
💰 Budget and Implementation Plan (28:56 - 35:31)
  • Dave has limited budget, proposing around €1,000 for improvements
  • James proposed two strategic 'pushes' that could include: High-level strategy review, Social media strategy consultation, New podcast cover design, Medium profile optimization, Affiliate strategy development, Lead magnet integration
  • Agreement to develop a specification of proposed work with costs
  • Dave will send final version of lead magnet workbook when ready
  • Focus needed on converting content to revenue

Action items

Dave Pendle
  • Send final version of lead magnet workbook to James (33:18)
  • Review and respond to proposal/specification from James (32:56)
James Redenbaugh
  • Create a specification of proposed work with costs (32:57)
  • Review website analytics to understand current traffic patterns (24:31)
  • Listen to Dave's podcast to better understand content (35:28)
  • Send information about the monthly work model (29:30)
Andy Bittner
  • Collaborate with James on developing strategic recommendations (25:32)
  • Work on ideas for integrating lead magnet into all content (35:05)

Relevant Initiatives

Website Updates

Priority: 
Size: 
Creation Stage

Visibility Strategy

Priority: 
Size: 
Creation Stage
Transcript