Incipio Academy
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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.

18 lessons18 videos4h 34mIntermediateLifetime access

What you’ll walk away with

Skills, not certificates of attendance

01Identify the three advisor gaps costing you real money
02Write cold asks that busy operators say yes to
03Set advisor equity, vesting and cliffs at market terms
04Run advisor calls off a decision brief, not a status update
05Exit an advisor relationship without burning the contact

Curriculum

4 chapters · 18 lessons

4h 34m total
01Map the Gaps Before You Ask
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  1. 1The Five Advisor Archetypes and Which Two You Actually NeedVideo
    14:30
  2. 2Audit Your Last Ten Bad Decisions to Expose Blind SpotsVideo
    12:15
  3. 3Advisor, Mentor, Coach, Consultant: Who Solves WhatVideo
    16:40
  4. 4Build the One-Page Advisor Brief You Will Send EverywhereVideo
    11:05
02The Approach That Gets a Yes
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  1. 1Target Operators Two Steps Ahead, Not TwentyVideo
    13:20
  2. 2The Cold Ask: Specific, Short, and Cheap to Say Yes ToVideo
    18:45
  3. 3Warm Intros: Brief the Connector So They Look GoodVideo
    15:10
  4. 4Run the First Call Without Wasting Their HourVideo
    21:30
  5. 5Reading the Soft No and Keeping the Door OpenVideo
    09:50
03Structure, Equity and Paperwork
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  1. 1Informal, Paid or Equity: Choosing the Right ArrangementVideo
    19:00
  2. 2Advisor Equity Benchmarks, Vesting Schedules and CliffsVideo
    24:15
  3. 3The Two-Page Advisor Agreement, Clause by ClauseVideo
    17:50
  4. 4Paying Cash Instead: Day Rates, Retainers and Fair ScopeVideo
    13:40
04Running the Relationship
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  1. 1The Monthly Update Email Advisors Actually ReadVideo
    12:50
  2. 2Decision Briefs: Asking Questions Worth an Expert's TimeVideo
    16:20
  3. 3Close the Loop: Report What Their Advice ProducedVideo
    10:30
  4. 4Turning Advisors Into Investors, Customers and IntroductionsVideo
    20:10
  5. 5Offboarding Gracefully When Someone Outgrows the SeatVideo
    14:00

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

$24one-time · yours forever
∞

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— 18 lessons, 4h 34m
— 18 videos
— All future updates included
— 30-day money-back guarantee