Professional Documents
Culture Documents
Module 13 Guidebook
Table of Contents
2. Giles is in the business of leadership and coaching training and intervention. He met a man who wrote a
powerful leadership book that is being translated into Brazilian Portuguese. Giles is married to a woman
from Brazil and is very connected to the country. He wants to create a joint venture with the author and
appear as if they are business partners in Brazil. The author would remain at Harvard University the U.S,
and Giles would go to Brazil and do all of the work of setting up the business. Giles wants to create a set of
products that would ride on the author’s name and credentials, and give him a percentage of all the sales.
3. Michael knows a celebrity who has agreed to let his name and likeness be used as part of a retail fast-food
franchise. It would be a competitor to Subway or Quiznos. The celebrity is a very non-controversial, well-
loved person. His representatives, who are members of his family, were skeptical at first, but Michael told
them that he could produce a successful franchise concept based on this person’s name, likeness, history,
etc. Michael wants to discuss options for framing the franchising deal and perfecting a business model.
4. Mark’s first deal is in the organic carpet-cleaning industry, for which he searched for an agency with a
great reputation. The owner has 4,000 clients, but only 60 buy from him on a regular basis. Mark found a
telemarketing company that was just barely closing leads (averaging only 2 out of 100) because the staff
was primarily cold-calling from the white pages. Mark has lined up this company to call the other 3,940
inactive clients on the agency owner’s list in an attempt to reactivate them. This deal has taken a while to
put together for various reasons, so Mark is moving on to a more interesting, lucrative deal (below). This is
a good example of “match-making,” however, which involves pairing services for mutual gain.
5. Mark’s second deal will involve 100% passive income for many years as the result of being the introducer
of record between a powerful lead generation company and a search engine optimization company. They
will do all of the work. In addition, Mark will act in an advisory capacity to the S.E.O. company through
its growth period so that it can handle even more clients, which he’ll help them secure as a result of better
marketing and more joint ventures. Mark would receive a commission on every new client that the lead
generation secures for the S.E.O. company. Another provision is that when Mark earns $30,000 of profit
for the S.E.O. company, the owner will provide $10,000 for advertising that Mark can use as he sees fit.
6. Doreena’s first deal is moving forward with a disc scrubbing business that has good profitability, and even
higher profitability for work performed at the client’s site. She has met both with customers and additional
recyclers in the banking, medical, and personnel areas. They’re working out this deal with customers and
people that recycle the hardware. The remaining question is what kind of a cut would be appropriate for
the recyclers, when her group is doing the actual scrubbing work, or hiring people to do it?
7. Doreena’s second deal involves moving forward with marketing a technology that her husband developed
years ago for cameras that can see under the skin [first discussed in Module 12]. That capability would be
a tremendous boon to cosmetic companies like Nu Skin. She has met with the people who are developing
the information technology (I.T.) at the university, and they want to go forward with the deal. It looks like
they could get some grant money for that project.
8. Marco has a book deal (similar to Giles’s, above). It’s a self-published, self-help title (on self-mastery)
that was written in English. Marco wants to publish it in Spanish and introduce it to Spanish-speaking
markets. He has set up a partnership already with the author, outsourcing the translation. He would receive
a 50/50 split on the sales of the Spanish edition, and has questions about related marketing opportunities.
9. Ron is aiming to become a broker between a land developer in Costa Rica and investors. The developer
looks for two to three acres of land with beautiful views for about $75,000. For a $25,000 build-out cost,
the developer builds a 1,500 square feet house, not including the covered areas outside. The higher altitude
makes it possible to avoid the costs of installing heating and cooling systems. Ron would receive one lot in
each development as his compensation, and has questions about the viability and how to minimize risks.
10. Ken is continuing to pursue his venture that involves converting a self-storage facility into condos (first
discussed in the Q&A segment of Module 9 and then continued in Module 12). He just had a phone call
with the largest 1031-exchange company in the country, which does thousands of exchanges in hundreds
of offices. They said, “We love your idea, and we will sponsor you nationally,” so Ken will be able to
expand his local opportunity across the country.
11. Josh is considering several different kinds of smaller deals, but is feeling bogged down with attempting to
split his time in so many different directions. He wants some advice on using “Tom Sawyer” associates to
help him minimize the demands on his time.
12. Molly has a background in mortgage planning and tax-free retirement strategies. She used to do seminars,
and early in the year had joined with a company that puts on a Webinar series. The program involves three
Webinars instead of a live, 2.5-hour seminar. The system and tools are great, but Molly’s group is having
challenges with marketing the Webinars, getting people to attend them, and doing the follow-up sales.
13. Marlo wonders whether Jay and Spike would consider expanding their consulting and coaching programs
to include advice from licensed attorneys about licensing, getting rights, and that sort of thing. Since she
has connections with attorneys from earlier in her career, she thought that the connection might be helpful.
Directions: After listening to this scenario audio segment, please return to complete the exercise below.
Exercise: What Are Your Biggest Takeaways from the Audio Segment?
As you listen to the scenarios discussion, jot down your most compelling insights and epiphanies below.
1. ___________________________________________________________________________________
2. ___________________________________________________________________________________
3. ___________________________________________________________________________________
4. ___________________________________________________________________________________
5. ___________________________________________________________________________________
6. ___________________________________________________________________________________
7. ___________________________________________________________________________________
8. ___________________________________________________________________________________
9. ___________________________________________________________________________________
10. ___________________________________________________________________________________
11. ___________________________________________________________________________________
12. ___________________________________________________________________________________
13. ___________________________________________________________________________________
14. ___________________________________________________________________________________
15. ___________________________________________________________________________________
16. ___________________________________________________________________________________
17. ___________________________________________________________________________________
18. ___________________________________________________________________________________
19. ___________________________________________________________________________________
20. ___________________________________________________________________________________
21. ___________________________________________________________________________________
22. ___________________________________________________________________________________
23. ___________________________________________________________________________________
24. ___________________________________________________________________________________
25. ___________________________________________________________________________________
26. ___________________________________________________________________________________
27. ___________________________________________________________________________________
28. ___________________________________________________________________________________
29. ___________________________________________________________________________________
30. ___________________________________________________________________________________
31. ___________________________________________________________________________________
32. ___________________________________________________________________________________
33. ___________________________________________________________________________________
34. ___________________________________________________________________________________
35. ___________________________________________________________________________________
36. ___________________________________________________________________________________
37. ___________________________________________________________________________________
38. ___________________________________________________________________________________
39. ___________________________________________________________________________________
40. ___________________________________________________________________________________
Congratulations! You have completed the final module of the Master of Passive Income program! You are
now way ahead of most people in business with your deep insights into passive income scenarios, as well as
your own road map for pursuing passive income opportunities. We wish you the very best of luck with your
future deal-making endeavors!