In their own words. On the record.

Before

23 years in IT; quit a six-figure VP job to run the business. Entire business word-of-mouth. No paid acquisition.

Mastermind lever

Offer + acquisition work from the room — priced at $8K, turned on paid ads.

Outcome

60 clients in six months. ~$80K/month run rate.

“About six months ago we started running Facebook ads. Fast forward, in six months we got about 60 clients through Facebook ads, price point about $8,000. We're at about $80,000 a month.”

Before

Rebuilding prospecting and sales post-COVID.

Mastermind lever

Weekly cadence, sales machine rebuild, AI tooling (his tax-summary bot turns a 20-30 minute call into a 20-second PDF drop).

Outcome

$857K gross — up $310K (~40%) over the prior year. Team from 5 to 11.

“Gross, we hit 857 — that was up like 310 grand from '24. Team growth went from five of us to ending the year with 11.”

Before

High-value network, no packaged offer.

Mastermind lever

VIP session in Arizona — outlined the $100K mastermind structure.

Outcome

First $100K client closed, full pay. That client is also a $500K donor over two years.

“I just closed my first hundred-K client, full pay. The money landed. The sort of mastermind that we outlined when we did our VIP session in Arizona, that's now happening.”

Before

Team time bleeding into manual work nobody had mapped.

Mastermind lever

Interviewed his team for manual tasks, shipped automations with the FAST stack.

Outcome

13 automations in two weeks. 31 team hours a week saved — after only three of twenty team members.

“Since I've been back, I've gotten 13 different new automations done that have saved 31 hours of overall team time. I've only gotten through three team members so far.”

Before

$80K-$100K agency quotes to rebuild his member-area diet tracker.

Mastermind lever

Coding agents, the way the room teaches them.

Outcome

A third of the rebuild done in five hours, himself. The quote died.

“About a year and a half ago, I got quotes to redo this for 80 to 100K. And I'm already a third of the way through the project in five hours.”

Before

$150K quote for a custom member-tracking dashboard.

Mastermind lever

Built it himself with a coding agent over four months.

Outcome

Full protocol dashboard — diet, peptides, daily logs — exactly the way he wants it. $150K kept.

“This would've cost me easily $150,000 to have somebody do it, and I got it exactly the way I want it.”

Before

Malware on three client sites. Last time, managed hosting quoted a two-week queue — and took it.

Mastermind lever

Agent-driven remediation, learned in the room.

Outcome

Clean in a day and a half, plus findings the vendor never surfaced.

“Two months ago when I went through this with my managed WordPress hosting company, they told me right from the start, 'You're in our queue, it's going to be a two-week process.' This time it took me a day and a half.”

Before

Vendors quoting $15K for a custom app for his 300-person life-insurance event at the Franklin Factory in Tennessee.

Mastermind lever

Built it himself with the FAST stack — Friday morning to Saturday afternoon.

Outcome

App live at the event. Attendees asking to buy it from him.

“The vendors who wanted to build that for us were trying to charge us 15 grand — and I just did it in a day. People at the event were like, 'Hey, will you guys build this for us? If you do, we'll pay money for it.'”

Before

OSLO existed as a framework he'd learned in the room.

Mastermind lever

Built an OSLO-based 'boardroom advisor' app himself and shipped it at osloboardroom.com.

Outcome

A live product that takes in any business and diagnoses its constraint.

“I really resonated with the OSLO frameworks — that was one of the things I was most bought into. I connected a domain called osloboardroom.com. You can put in your business, the name of it, the stage it's at, the monthly revenue, the team size, and then the pain points... and then it'll diagnose the constraint and give you a solution for the constraint.”

Before

Two businesses on legacy hosting and mixed accounts. No private repos, no password manager, no 2FA hygiene, no shared stack across the CPA firm and the SaaS side.

Mastermind lever

Bought the M5 Max MacBook Brad recommended, then had coding agents replatform both businesses front-to-back onto Vercel + Railway + private GitHub + LastPass + 2FA.

Outcome

Both businesses fully migrated in ~40 hours total (~20 per business), on one clean stack. Agents now shipping updates with no friction. Onboarding his first employee onto the same setup next.

“I moved pretty much everything front end, back end, over to Vercel and Railway. Got GitHub, private repos going. Got LastPass up and running, and 2FA and all that security stuff set up. All my SaaS companies on one repo, and the CPA firm's all on the other — everything's separated. About 40 hours-ish. It's so butter smooth.”