Course N°158 — Relationships
Your Personal Board of Advisors
with Incipio Studio
Original curriculum by Incipio Academy
Recruit, structure and actually use a handful of advisors who shorten your learning curve. Covers the ask, the equity, the paperwork and the monthly cadence that keeps them engaged.
What you’ll walk away with
Skills, not certificates of attendance
Curriculum
4 chapters · 18 lessons
4h 34m total01Map the Gaps Before You Ask4 lessons+
- 1The Five Advisor Archetypes and Which Two You Actually NeedVideo14:30
- 2Audit Your Last Ten Bad Decisions to Expose Blind SpotsVideo12:15
- 3Advisor, Mentor, Coach, Consultant: Who Solves WhatVideo16:40
- 4Build the One-Page Advisor Brief You Will Send EverywhereVideo11:05
02The Approach That Gets a Yes5 lessons+
- 1Target Operators Two Steps Ahead, Not TwentyVideo13:20
- 2The Cold Ask: Specific, Short, and Cheap to Say Yes ToVideo18:45
- 3Warm Intros: Brief the Connector So They Look GoodVideo15:10
- 4Run the First Call Without Wasting Their HourVideo21:30
- 5Reading the Soft No and Keeping the Door OpenVideo09:50
03Structure, Equity and Paperwork4 lessons+
- 1Informal, Paid or Equity: Choosing the Right ArrangementVideo19:00
- 2Advisor Equity Benchmarks, Vesting Schedules and CliffsVideo24:15
- 3The Two-Page Advisor Agreement, Clause by ClauseVideo17:50
- 4Paying Cash Instead: Day Rates, Retainers and Fair ScopeVideo13:40
04Running the Relationship5 lessons+
- 1The Monthly Update Email Advisors Actually ReadVideo12:50
- 2Decision Briefs: Asking Questions Worth an Expert's TimeVideo16:20
- 3Close the Loop: Report What Their Advice ProducedVideo10:30
- 4Turning Advisors Into Investors, Customers and IntroductionsVideo20:10
- 5Offboarding Gracefully When Someone Outgrows the SeatVideo14:00
Your instructor
Incipio Studio
Original curriculum by Incipio Academy
Incipio Studio is the academy's in-house curriculum team. Studio courses distill proven playbooks, frameworks, and operator interviews into structured, do-this-next lessons, researched and produced by Incipio Academy.
“I sent four cold asks using the brief template and two came back yes within a week. One of them has already saved me a hiring mistake that would have cost far more than this course.”
Verified student
Or get all-access for $69/mo
This course plus every other one, new drops the day they land, and half-price live tickets.
Compare plans →— 18 videos
— All future updates included
— 30-day money-back guarantee

