Property Sourcing

From PureGym to Property Deal Sourcing: Building a Business with CRM, AI and Networking | Sam Meese

How do you go from a stable career into property, build a new business from scratch and figure out which systems you actually need along the way?

In this episode of **The Upgrade Zone**, Daniel Chrzastek sits down with **Sam Meese**, a property deal sourcer from Kidderminster, to talk about his journey from martial arts and personal training to management at PureGym and eventually into full-time property entrepreneurship.

They explore mindset, networking, deal sourcing, business systems, CRM, AI and the practical reality of building a business when you are still doing almost everything yourself.

## In this episode

- How martial arts shaped Sam's approach to discipline and self-development

- Moving from personal training into management at PureGym

- Realising he was climbing the wrong career ladder

- How Sam first became interested in property investing

- Moving from a rent-to-rent model into property deal sourcing

- Using networking to build relationships with investors and find opportunities

- Why cash flow determines what gets prioritised in the business

- The four principles Sam uses to guide his decisions

- Why a CRM became essential as the business started growing

- Using AI and property data tools to reduce research time

- How Sam uses ChatGPT for content, analysis and recalling previous work

- Why technology should support relationships rather than replace them

## Episode chapters

00:00:16 Meet Sam Meese

00:02:42 Identity, self-development and always looking for the next level

00:05:05 How martial arts shaped Sam's mindset

00:07:08 Becoming a personal trainer

00:10:57 Turning martial arts into a career

00:13:45 Moving into management at PureGym

00:16:00 Coaching, leadership and climbing the career ladder

00:17:18 Discovering investing and property

00:20:03 Finding Samuel Leeds and entering the property world

00:23:00 The importance of environment and surrounding yourself with the right people

00:24:30 Using networking to create opportunities

00:25:55 Sam's original goal when entering property

00:26:30 Why the business changed from rent-to-rent to deal sourcing

00:27:30 Betting on himself and planning the move into full-time business

00:29:30 Building investor relationships before leaving employment

00:32:00 Why busyness is not business

00:32:40 Sam's four business principles

00:33:30 Prioritising cash flow and revenue-generating work

00:35:00 Work ethic, failure and taking action

00:38:00 Risk, resilience and learning from mistakes

00:41:20 The technology behind the business

00:43:09 Why Sam needed a CRM

00:45:40 Choosing Less Annoying CRM

00:47:25 Building property and investor pipelines

00:50:50 Connecting CRM, Google Calendar and contacts

00:53:00 Knowing when you have outgrown your software

00:55:00 Using data and ChatGPT to solve practical problems

00:56:00 Why CRM is the central hub of the business

01:01:00 How to choose the right software

01:01:00 Revisiting old deals using data and AI

01:02:00 Improving the tech stack as the business grows

01:03:12 Final thoughts

01:04:20 Why businesses need to keep adapting their technology

01:04:58 Using Property Market Intel

01:05:45 AI-powered property deal sourcing

01:07:05 How Sam uses ChatGPT

## Connect with Sam Meese

Instagram: [SAMs INSTAGRAM]

## Connect with The Upgrade Zone

Podcast site: theupgradezone.co.uk/

Spotify: open.spotify.com/show/033YcP3LG4sy5NPHimYLlO

Apple: podcasts.apple.com/us/podcast/the-upgrade-zone-podcast-by-daniel-chrzastek/id6796156750

Instagram: www.instagram.com/danielchrzastek/

LinkedIn: www.linkedin.com/in/danielchrzastek/

LinkedIn: www.linkedin.com/company/the-upgrade-zone-podcast

## Support the show:

buymeacoffee.com/danielcheesecake

Feel the rush.

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It's a gravity high.

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Talking tech is the planets fly.

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The upgrades on the show begins.

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Sit right back and let the future's.

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All right.

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I think we need to do

like a proper introduction at this. Yeah.

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Because we've already talked about that.

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There's

going to be some good Edison's going to.

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Yeah. Oh yeah.

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All right then.

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So some I'm

so happy to have you on the show.

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So welcome.

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And, you know, for anybody listening,

let's just do a quick

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round of, of introduction,

you know, just tell us who you are.

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You know, where you come from,

what your business is.

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You know, let's let's start with this one,

and then we'll, edit the rest.

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Oh. Yeah.

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So obviously my name is Sam Mace.

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Come from a town called Kidderminster,

just south of Birmingham.

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And what I do is

I am a full time property deal sorcerer.

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So in a snap snapshot,

what's the word I'm looking for?

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I connect investors and landlords

and vendors together

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who are looking for property

opportunities, negotiate deals on a win

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win basis for both parties,

and then I take a fee for said service.

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Nice.

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Very, clearly explained.

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You know, that's that's. Yeah.

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Yeah.

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One minute pitch.

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Yeah, yeah.

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60s 60 3020 light night.

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But we've got to get it in the nice one.

Nice one.

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I assume that you, are a member

of many communities, etc..

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So you've had a chance to to go over the,

you know,

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sort of practice the muscle of, of,

you know, introducing yourself.

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Yeah.

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I'm definitely a,

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a serial networker and we'll, we'll

get into kind of backstories, I'm sure.

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And where I've come from

and how I've built myself as a person.

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Of course.

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Yeah.

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To answer your question about,

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networks, communities,

I'm part of Samuel Leeds Academy.

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So big in the property

space training academy like this.

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There's do a whole episode

breaking down this and what it offers.

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But Samuel,

I am a member of B'nai Enigma in Solihull.

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Of the Enigma.

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So, yeah, part of my my chapter there

and then various other networks.

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We obviously matter. Sure. Nick Jones

marketing.

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That's right.

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Mastermind Expo, whatever

the name was on it and we connected there.

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So on his program

as well about the marketing side of things

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and just always looking

at self-development improvement.

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How can I improve as a person?

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How can I improve as a as a businessman,

as a father of an athlete?

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Again, I'm,

I have an addiction to self-development.

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I, I've done it for it's the martial

artist in me from from childhood.

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So, yeah.

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That's, going back to what we spoke about

earlier, which is going to come later.

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That nostalgia. Yep.

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Okay.

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And if you were to define yourself,

who do you see yourself as?

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You know, like number one, I am a dad.

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I am a family guy.

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Or am I an entrepreneur first?

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Who who? You know,

I know it's not an easy question.

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So give it give it a second.

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But you know, I love to ask this question.

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I, I don't think I'm going to I'm

going to be awkward here.

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There's not one I would put.

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So I'm okay the way I've I've actually

got an analogy for this.

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So do you ever play your play

the game room Skype.

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Of course you play the game rooms.

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Do you remember kind of that RPG

style game where you would

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you'd work on your your melee combat?

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You'd work, of.

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Course would. Cut

and you'd work on your fiction and skills.

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Yeah.

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I've always been

like this as a person, so I,

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I don't just specialize in one thing.

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I like to improve and work on everything.

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And I'll I'll spend some time focusing

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on one area, you know, get that better.

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And then I will reflect on the wins,

the lessons and, and then go from there.

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So you proactively monitor where you might

be, where I'm going short and.

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Where I can get better.

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So at the minute business is the top of my

got it.

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My list obviously set the company up

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a year ago tomorrow.

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So 11th of 11th March 2025.

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In the face of learning

and building and growing.

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And this is such a great timing as well.

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So and I was literally one year

anniversary tomorrow, so what have you.

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It's been a crazy year, to be fair, but.

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We'll get to that.

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okay.

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So what we know so far

is that you are a dad, you are a business

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businessman,

and you've been doing it for a year.

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So how did you end up there?

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You know, with the business thing.

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What what sort of what?

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Awaken that muscle in you.

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You know, the the delusion of being.

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Yeah. I'm going to be successful

no matter what.

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I think of this thing.

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I want to say, as

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the company was set up a year ago,

but that this has been a lot longer.

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So we're going to go back to that analogy.

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So RPG video games, I've been shaping

and building my character

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since the dawn of time,

since the dawn of me.

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And I always think, like I said, about

building an addicted to self-development.

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So it's not like I woke up one day.

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I was like, I need to do this.

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That's not it. Oh, yep.

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So I think I need to go back

in order to kind of level this up.

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Go for. It.

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So I grew up doing

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martial arts,

so taekwondo was my bread and butter.

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So I did that from the age of four five.

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It's actually a funny story.

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When I when I started on that we can

we can talk on that if we need to,

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let's say five.

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So I started at five.

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My dad took me, we started growing

and I went up to fifth degree black belt,

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used to teach

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full time all the way in martial arts,

and I did loads of others as well.

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Kickboxing, bits

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of Thai boxing and my jiu jitsu,

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loads of other krav, all sorts of weird

and wonderful jazz. Yep.

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But taekwondo was the foundation of of me.

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And I think it and so much of it

taekwondo is a military martial arts.

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It comes from Korea.

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So there's a lot of respect,

within within it,

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a lot of it's got five strong core values.

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And that kind of shaped,

molded me as a person.

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But I think the one thing I want

to pull away from is you're always looking

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what your next belt is.

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So when you start to obviously start as a

white belt, you train for three months.

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You got for you, you get to strike,

but then you train another three months,

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you grab for your elbow

and you do that up until you get to

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Blue stripe, blue that level.

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I can't remember that. It's been so long.

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And then you hit a point,

and then it's every six months

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because the gradients get harder,

so you've got more content to learn.

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So every six months you then grade,

you go ahead, you go ahead

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until you get your black stripe,

and then you wait to do your black belt.

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And then every black belt

you get, the time frame increases.

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So from the age of five until

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I left in my early 20s.

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So the best part of two decades.

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Yep, there's always grading

for the next step.

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So this kind of is where I believe my

addiction to self-development comes from.

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Because it was such. A core.

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Part of me as a, as a kid,

it was always that next, next step.

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What's next?

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So yeah.

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Anyway, did that as a kid through

two teenage years, went to college.

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So did did you go to the year

or sixth form by the time of the month?

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Wasn't me as a person,

but then I did that.

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Went to college? Yep.

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And qualified as a personal trainer.

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Okay, that's also a funny story

because I didn't plan to do that.

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It that that happened by chance.

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That was an opportunity that at this point

I was a teenager.

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I didn't know what I wanted to do.

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I had no real direction

going through the fun of being a teenager.

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Kind of what happens as you,

as you grow up. Yep.

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So I did a little bit of gym training

and they were like, oh, you like the gym?

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What about personal training?

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I'm like, why not? Don't look at it.

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And I went and had a chat with the,

the head of the course and I'm a Sarah

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I've said about. What's why

and she's like yeah. So this is the.

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Told me about it and I was like,

yeah, cool. So I was like a bit of me.

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So I did my personal training

qualification

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in Housing College,

which was that was great.

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It was one of one of my best

teenage years.

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I really enjoyed that was just yeah,

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nothing mattered

going to college with my study

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and of course I enjoyed it was a

it was a bit of me.

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That was I did

I still did really well. It it.

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And then

post qualification it's like right

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now not realizing that you've got,

set up as a self-employed personal trainer

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because they didn't teach you

about the business side.

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I see they just kind of taught you

anatomy coaching and bits.

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And I always use this analogy that my dad

always said to me about driving.

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So first you learn to pass your test,

then you learn to drive a car.

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Yeah. Because that's, that's oh,

that's so accurate.

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It's exactly the same as being a peaty.

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So they will literally

you give that qualification to one.

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There is no skill or anything

required to become a personal trainer.

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So if you just get your level

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three qualification as a personal trainer

and you never do any CPD afterwards.

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Let me guess.

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It's all about just memorizing things,

passing the exam and that's it. That's it.

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Yeah.

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No one teaches you how to coach

like you do bits and pieces,

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but no one teaches you about people.

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Which again, we're going to

we're going to get to. Yeah.

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So get that qualification

and then right goes up.

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So that's my first kind of business

if you can call it that.

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You can't go business.

But you know what I mean.

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So sole trader 18 year old kid, right.

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How do I how do I do this?

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Open and honest, like up here.

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I wasn't mentally ready for it.

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Okay, so I didn't do massively.

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Well, I'm not going to lie.

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But that was at no fault of my ability.

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And it was here.

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But again,

this is the kind of evolution of me

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that did that in a couple of

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gyms never really.

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Took off. At this point.

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I'm teaching part time martial arts

at my martial art school. Yep.

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And then it's kind of like,

this is the portion of my life

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when I'm a teenager and you do

just a few dribs and drabs jobs.

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So nothing I could.

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I've never been able to do something

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I'm not passionate about or don't enjoy.

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I can understand that. Yeah.

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You know, some people are like,

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oh, I've been at my job for 40

or 50 years, I hate it.

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I can't find my limit.

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It's three months.

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I don't know why.

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There's

probably some psychological reason for it.

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But if I get to three months and I'm not

enjoying it, I've got to pull the plug.

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I cannot stay.

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And this this is one thing,

but my dad taught me because my dad

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is a postman and he has been forever

and he hates it.

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It's what he's done.

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And there's a there's a whole story

on on him and why he chose that route.

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And I got a lot of respect for him

for choosing that route,

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because it was for me and my brother.

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Okay. At the time,

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he could have gone on the route

of business and what he was doing.

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There is also like a mental difference

between generations.

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So there's an element of that. Yeah.

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So he was ingrained in me.

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This is one of my core memories

from being very little.

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All I want you to do a job

that you're happy doing.

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So I think that bleeds into the. Got it.

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If I'm not happy,

I can't, I can't, I can't stomach it, I.

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I'll yeah.

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I wouldn't be a nice person to be around

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for the kids from a family

because I'm not happy.

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That's why you see so many people

just grumpy all the time,

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because they are just pushing through.

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They are surviving.

This goes back to self-awareness.

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Where of of of what it is.

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But anyway, so did a few of them.

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And then I was presented

the opportunity to go and work

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at my martial arts school full time.

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So as an apprentice, on an apprenticeship

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wage, doing, social media marketing.

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So that was kind of my foot in the door.

And I'll tell you this, this is

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this is

kind of where my work ethic comes from.

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So I did that.

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I was 19 years apprenticeship wage

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at the time

was something like 3 pound, 90 an hour.

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Oh, garbage.

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I got paid 350 pounds a month,

go and do this apprenticeship.

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And I was teaching martial arts,

doing social media, doing this.

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Was there.

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So you really need to love what you do.

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You're going to get to this.

So seven days a week.

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And at that point it was my dream.

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And also if, if you would

if you didn't need money,

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would you do what you do now, which is not

many of us would realistically choose?

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Life would change because you do leisure

activities, wouldn't you?

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Of course, with teaching, martial arts

and coaching and building that way.

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I loved it, I really did, and I still like

coaching is a massive passion of mine.

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I really enjoy that, hence

the personal trainer, hence the coaching.

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Hence all the other stuff

we're going to get into.

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But did you anticipate that you're going

to love it so much or did it come later?

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Did it become apparent later

that you're enjoying it so much?

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I've always gone after what I.

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Enjoyed, so I'm a real sucker

for turning a hobby into a career.

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Which is a good thing.

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Yeah,

but everything kind of runs its course.

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And again, it run its course.

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So did that, did the business.

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And obviously

when I was in the martial arts school.

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Yep. I set up the personal training

within there,

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which was good for me at the time.

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I got into a bit of a sticky situation

which is quite wide or crash and burn,

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but I don't want to give it

too much airtime because I don't want to.

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Name any names. Yeah. But yeah, so that

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it ran its course,

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it, it got to a point where I was like

this, this isn't it anymore.

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I'd hit the max, I could do it.

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And to be fair,

I did for years there as a full time

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employee, doing the PTA

and building that up.

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And this isn't a regret,

but one thing I look back on is

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there was a point when I was doing so

well at the personal training,

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I could have gone

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full time pizza, but I never took that

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leap and again mentality,

betting on myself sort of thing.

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It's kind of that, that box you crammed

into to have a stable career with a wage.

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And it used to. Be a thing, right?

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It's massive and we're conditioned to

to do that as well.

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Yeah, but I never took that leap

and I could have showed off.

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But I don't regret it because it helped me

get to where I am now.

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But anyway, that ran its course

and then I moved to Pure Gym okay.

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And management.

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So I went over there,

isn't it assistant gym manager

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pure gym just to shout

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up great company run really

well if you like business.

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The growth plans

everything on there is solid.

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They they're really about the people

that bring it like I

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if I was happy to work a job

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and the inner entrepreneur wasn't there

I could happily do that.

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Wow. Not so because it's a great company.

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That's a big thing to say. So yeah, I.

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Firmly believe that it was for me.

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But was assistant

manager moved up to gym manager

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moved up to cluster manager and

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I was there for was it November 2021

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and I left the back

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end of last year

to go full time in the business.

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So again, just over four years,

it's a bit of a cycle

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here, things I don't enjoy it.

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If I was going to say,

yeah, I get four years old.

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But again, that got to a point

where we had this conversation

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with my manager at time.

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I've always been the self-development,

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addicted to it, wanting to get

better, where can I go next?

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And I started to feel like

I was climbing the ladder, but I was like.

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I'm a climb in the wrong ladder.

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Because I can progress here.

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I know I could easily like the work ethic,

the drive,

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the mentality that I have built and grown.

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I can outwork anyone that I need to.

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But I was getting to a point where I'm not

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this isn't

this isn't doing it for me anymore.

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You know, I've got to the cluster area

manager level.

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Next is regional. I'm like. Yeah.

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I don't.

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Want that. And yeah.

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Yeah. We got to

we got to puregym didn't we.

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So worked my way up through there.

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And then as part of our role in management

at Pure Gym, we were business

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coaches to the personal trainers,

which was my favorite part of the role.

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Yeah, it really was.

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And also like I said,

everyone's on development and my role

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as a cluster manager was to develop

my gyms to become Sam's.

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It was to develop my gyms,

the Book of James.

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And then there was so many.

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Gyms, as in gyms.

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Yeah. Sorry.

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Yes. You've got AGM.

Which assistant gym manager. Okay. Yeah.

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Which gym manager?

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Say, is coastal manager

or regional manager.

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All right.

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Abbreviations.

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So everyone's pulling each other up.

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So again that links back into my training

my coaching, my development.

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So it's just I just want to help

people win and get better.

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So if I can give one bit of value

or knowledge

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that helps them grow,

that's that's a bit of me.

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That is so that's

you kind of journey of me.

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So when you say about what made me

take the leap to start my business,

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it wasn't a

365

leap to

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It was all.

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It all needs to change.

New year, new like.

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No, none of that.

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I think constantly

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building and developing myself

as an individual since forever.

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The it was just a new venture.

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So I'd like I said to you earlier,

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I am that reflection

and self-awareness and learning.

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When I come to the end of a year back,

end of the year, I start reflecting on

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what did I say at the start of the year?

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Was I focusing on being a dot?

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Was I focus in on my health

and my fitness?

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Was I focus in on business? Was a focus.

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What area was I looking at?

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So I got towards the back end of 2024

381

and when I was looking back was

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I was in my second

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So it's kind of what being a dad

had been a focus and it still was a focus.

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But what I hadn't done for a few years

was focus

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on business and finances

and getting better.

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I've been very focused on my career,

and I'd work my way up to

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cluster manager level,

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and like I said, I was starting to fail

on my climb in the wrong ladder.

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Is this actually what I want to do?

390

One thing I've not touched on is

I got into the stock market during Covid,

391

so when we were all lockdown in 2020,

392

I was like, right, let's do stock market.

393

So open that in,

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January

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2021 on a for Christmas,

I had a load of books,

396

start listening to podcasts,

follow and social media

397

and what what I try and do

when I set myself on an adventure,

398

I try and surround myself

in that environment.

399

So was like, right,

how can I get all of this information?

400

And then with with Covid and lockdowns,

obviously being furloughed, technically

401

we were teaching online to a camera

that was weird.

402

Again, that had massive impacts on me

going forwards as well.

403

So yeah, I did stocks and in 2024

to jump back forward.

404

I hadn't done anything in that realm

for a while.

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I see I was like, right,

what can I do to progress myself?

406

Like business wise,

I'm not fully happy in my career anymore.

407

This has been decent for now,

but not life changing.

408

I built up a nice little portfolio,

but you know I can't live off this.

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I can't take it. It's only

so much in there.

410

Where do I go?

411

And I'd always like the idea of property.

412

Always.

413

But I had the mindset for so long

that you need money to get into property.

414

So I'd always said, when I've got money,

I'll learn about it.

415

When I've got money, I'll learn about it.

416

And I had this thing

417

I was like, you know what?

I'm gonna change the narrative next year.

418

I'm going to go and learn about property

and I'm gonna see

419

what opportunities come about.

420

So I went on the same, did exactly

the same I did with the stock market.

421

I ordered a lot of books.

422

I started listening to Property podcast.

423

I'm stuck. On a property. Podcast.

424

I started following people on social media

and just kind of immersing myself

425

in that environment.

426

And it just built from there.

427

I started with,

428

you know,

I knew what a bite of that was and,

429

you know, very, very like basic bits

and pieces, but I just kind of built and

430

and scaled and I discovered Samuel.

431

It's a funny story, actually.

432

I, I discovered him by accident.

433

So it's about February time, right? 2025.

434

And I'm doing normal, you know,

reading my books, listening to podcasts.

435

And I'm in the bath one night and

I'm on ChatGPT because we love ChatGPT.

436

Oh, you're like, oh, yes.

437

And I asked you a question.

438

I can't go what the question was.

439

It was something like, what is eyebrow?

440

Which those people I refurbish refine.

441

It's literally asked something

as basic as that.

442

And it spat out an answer to me

and it spat out these two YouTube videos.

443

Right.

444

And. The first video I clicked on, like,

90s long.

445

I don't know who it was.

446

I don't know what they said,

447

but all I know,

it was one of the most boring

448

fucking things

I've ever listened to my life.

449

It was dreadful.

450

I sat there like I

rather dropped my phone in the bath.

451

It doesn't really sell.

452

It does. It was awful.

453

And the second video, Samuel. Okay, like.

454

If we go to mentioned Samuel Leeds

455

and I almost didn't watch it,

I didn't know who he was.

456

I never heard of him, never seen him,

I was the property was a new thing for me.

457

So I'd not been in that environment.

458

So my algorithm never spat it out.

459

And just on the off chance

I clicked it to watch it.

460

And I don't know how well

you know Samuel in his content, but I've.

461

Seen his content.

462

But I don't know him.

Yeah, you've seen it's gone.

463

So he's obviously very passionate,

very passionate.

464

True.

465

Quite similar to me in a sense

when I get going, very passionate.

466

Believes in what he believes

in, very strong morals and values.

467

And I'm watching this video. I was like,

who is this guy?

468

He's shouting at me on YouTube

because I like you.

469

And I can see why you would sort

of vibe with that person.

470

I know some people don't.

471

And that's we go

back to that thing of James Smith earlier.

472

You'd rather find the people

473

who you actually resonate with

and cut the people out who you've done.

474

Yeah.

475

Because it's it's not worth the time

and energy that resonated with me.

476

I was like,

I like this guy's fire in his belly.

477

He's got something.

478

But then obviously followed him

on every social platform.

479

And as you do when you start to condition

your social media,

480

your algorithm changes. Yeah.

481

And then my algorithm became property

and all these odds for these bits

482

and pieces, I was like, right,

I'm learning. I did some online

483

bits and stuff.

484

I thought,

I need to get out there and do more.

485

And Samuel's

crash course at the time popped up on my

486

it was all over my Instagram.

487

It was like 1 pound

crash course, 1 pound crash.

488

It's a pound, you know?

489

I mean, I've booked onto the restaurant.

490

It's the live event.

491

Yeah.

492

So they've changed the structure.

493

Not within the business, but I was in the

old the old kind of structure.

494

Okay.

495

So it's a 1 pound crash course,

rent to rent in Birmingham.

496

And it was actually on

497

So I spent my birthday weekend in a room

full of two, 300 like, like minded people.

498

The sacrifices we have to. But I would.

499

Call it a sacrifice because I like that,

you know I don't.

500

But it's out of a box.

501

That's me as a person. I'm out of the box.

502

I don't drink anymore.

503

I'm coming up to three years of not

504

drinking in July,

so we're not too far away, is it?

505

Just. I don't value it.

It doesn't fit my beliefs.

506

I want to get better and improve.

And how can I do that?

507

And it gets in the way.

It doesn't. It's the marginal gains.

508

When you get to certain levels of

how can I get better?

509

So I'm not into any of that.

510

So I went to this, the crash course.

511

And I loved it again.

512

Like Samuels energy, his passion,

513

what he stands for, what he believes in.

514

He just wants people to genuinely succeed.

515

And the structure is that the more

you succeed, the more he succeeds.

516

And again, it's just that that kind of

everybody pulls everybody up environment.

517

So I did the crash course and obviously

there was an advanced program

518

which was there.

519

So you know, you go down the sales funnel.

520

But yeah, so I was like,

yeah, that's a bit of me.

521

That was let's do the advanced program,

which is four days down in Heathrow,

522

and it was rent to rent service

accommodation and an HMO was.

523

And how that was, I went to the four day

course and that was when it really

524

changed for me,

because you just in that environment

525

and I'm going to talk about environment

a lot.

526

And I'm gonna take a little slight

tangent here.

527

But environment is so powerful.

528

Oh yes. And I always

I knew it was powerful.

529

From from.

530

Who I was a person

and what I'd heard people speak about.

531

And you know, when you hear enough people

that you look up to speak

532

in a certain manner about certain things,

like all successful

533

people say the same things

in different words,

534

and the more you hear it, you're like,

maybe.

535

They're on to something here

536

because they want to know

what they're talking about. Yeah.

537

So why would so many people say

the same or similar to massive.

538

That's another you know.

539

Yeah, 100%.

540

So environment A I always knew the power

but I'd never been

541

in the right environment because I'm from,

you know, small working class town.

542

I had never met anybody with my mindset

543

until I went to this event. Yep.

544

And I'd been surrounded

by people who are in the box

545

and want you to fit in the box,

which always

546

held me back in a sense,

because it affected my mentality,

547

which meant I help myself

because I'm accountable.

548

I decide what I do. I'm responsible

for all of my decisions.

549

Yeah, so I hadn't gone,

550

but that environment impacted me

when I was in that environment.

551

All of those people, for four days,

I'm talking I was up at, you know,

552

6:00 in the morning.

553

I was going to bed at 11:00 at night,

and I was just just buzzing constantly.

554

And at that program,

I decided to join the full academy.

555

Did you know you get all the events

or the mentoring or the port?

556

You get the so much.

557

And again, I said we could do

a whole episode on on breaking down that.

558

And that's where it really started,

559

because I'm like, just surround yourself

in the environment, be around the people.

560

And it

561

like, it's madness.

562

Now, as I said to you, I've got

563

17 networking events booked this month,

which is the most I've done in a month.

564

And then it's kind of like,

where's my sweet spot of balance?

565

Let me just make a small highlight here.

566

Going this month guys.

567

This month.

568

Yeah. March month March.

569

So and there will be a balance.

570

There will be a point of like right.

571

You kind of you're doing too many

to not actually work on what's important

572

when you're a start up company.

573

So it's you finding that sweet spot of

how many can I do to create opportunities

574

and meet people and build the connections.

575

But how many? Too many,

because it all was too many. Yeah.

576

So I'll tell you.

577

How I thought I was doing a lot

when I was doing like five, six a month.

578

Yeah. Yeah, I built to that point.

579

I'm not just woke up one now I'm doing 17

this month.

580

It's scaled and this is my biggest month.

581

So I will collect the data. Yep.

582

I will analyze

the data and I will go right.

583

Was that enough? Was it too many?

584

What was the kind of where was the creme

de la creme with the sweet spot.

585

So yeah, just immerse

586

myself in the environment

and then it just built from from there.

587

So the night the business started and,

you know, start from the beginning

588

with just getting knowledge

and then it was like, right now

589

I need to take action

because as Nic would say, information

590

without implementation is worthless.

591

So you've got to implement that.

So you got to take action.

592

You've got to learn,

you've got to make mistakes along the way.

593

You've got to grow.

You've got to keep networking.

594

And then people. Yeah.

595

And it's just kind of it's just built.

596

From from there really.

597

And I set myself the goal

598

My, my goal for property was

599

I simply want to know

what a good opportunity looks like.

600

I didn't want to take one.

I didn't want to do anything.

601

That was my goal.

602

And I massively blew for that,

for being in that environment

603

and being surrounded by it

and everything that I learned.

604

Until you. Have to be a sponge, right?

605

You know, just soak it all in

from all those other people.

606

And then because I've got this foundation

607

of, you know, I've been a personal trainer

and I understood

608

one of the aspects of starting

and building the relationships.

609

I've been a coach,

I've done all of these bits and pieces.

610

And from that background I realized so.

611

So my business

originally was a rent to rent business.

612

So what I was going to do take

613

on properties, service, accommodation,

HMO is, you know, social housing,

614

kind of run them cash flow, build and go

and scale out of work from that.

615

And what I realized is

616

me as a person, I much prefer

the people element from being a coach.

617

So I knew what they were sourcing

most from the academy.

618

I never went in with that intention.

619

It was always kind of a side thing, like,

you know,

620

I might take on X amount of rent or rents,

have opportunities come

621

my way, not want them, and I can package

and sell them to an investor.

622

But what I did was Flip the script towards

the back end of the year as I write.

623

I'm not happy in the career anymore.

624

This isn't this isn't it for me.

625

This is what I want to do.

626

How do I put myself in a position

where I can do this and go after it.

627

Because I can go

to, I need to, to bet on myself

628

and take the calculated

risk to go full time because I know

629

with my work ethic, the environment,

everything I do,

630

if I can put 110% into this,

which I've never done before,

631

because I've always had that safety net,

if I can get rid of the safety net,

632

I can go after what I want.

633

So I structured it in a way with,

with, with impunity and where I could.

634

So I they they offer a sabbatical period.

635

And you can apply for up to three

months off if to give three months notice.

636

And then you can, you know, to travel,

you can do it.

637

You do you want what you want.

638

Yep. And I was it's funny,

I was having this internal battle

639

towards a back end to 2025

when I was doing the property

640

and family and training and and like,

you can't do it.

641

Oh, I did hit a bit of burnout.

642

And that's

what I went back into to therapy as well.

643

But I wasn't working, I was training,

I was like,

644

I've been thinking

about to a hammer notice.

645

I don't just go to pull the plug.

I knew where I was financially.

646

I knew what little part I had,

647

and I knew what time

that bought me to be able to go after it.

648

And I was there one day

and I was doing squats at the time.

649

I was in between my sets and I thought,

wait a minute,

650

they do a sabbatical period.

651

So I pulled up my phone and I put on the

652

the portal, and I pulled up the policy

and I didn't look about it was like

653

I could work, actually,

because that gives me three months of time

654

to go after what I want.

655

And if it doesn't go the way I planned,

656

that's my job for me at the end.

657

Exactly.

658

You know, there's no

659

brittleness out of compromise.

660

There's this quote,

but it's not hard to be average,

661

really not

there's no effort to be average.

662

And let's be honest,

most of traditionally understood jobs

663

actually encourage, you know,

being like doing the bare minimum.

664

Yeah. Right.

665

They they encourage you.

666

You just have to hit your metrics. Yeah.

667

That's it.

Just you don't have to go be average.

668

That's what they want.

669

So as long as you just follow along

I'm not I'm not about being average

670

I've never I've been so a structured it

where I could take three months off.

671

So it organized it.

672

I'm a I'm a meeting with my manager.

673

I went through everything.

674

It was approved three month notice period.

675

So it was actually approved in September

676

for the 1st of January,

a little over three months.

677

And I knew what was coming. So okay, cool.

678

Here's what

you put a way to add to that cash part.

679

Here's what I need to do in the business,

because I need to prioritize

680

the time that I've got and use it

effectively.

681

So mine was prioritizing investor

relationships.

682

So going out, networking

and finding people that wanted to invest

683

and how could I help them

and and build from there.

684

That's where a lot of magic happens.

685

So much they could do, so much networking.

686

But we got to the back end of the year

and I've done it all in

687

like 30 for,

I think, the week off for Christmas.

688

I worked up until whatever week

Christmas was.

689

So the Friday and I finished, I think of

the 19th finished on Friday the 19th.

690

If I'm wrong, don't shoot me.

691

Front of the 19th finished.

692

And then it was a week off.

693

And then I was back in 29, 30,

31 of December and then first of John.

694

It was full time go at it.

695

And that was when the wheels off.

696

And that's

where the magic started to happen.

697

So to link back to that original question,

it was never,

698

oh, you've only been doing this a year

or how did that happen?

699

It's no, I've this is built over time.

700

This might have been the switch over

of where it is, but all that

701

self-development from being a P.T.,

from being a martial artist,

702

from being a coach to doing this

to to these experiences,

703

that was my opportunity

to go after what I wanted.

704

And I again, I love the quote.

705

It takes 20 years

to become an overnight success.

706

Yes. No. Yeah.

707

This is so true.

I wouldn't sit here and say I'm a success.

708

Success is very subjective,

so stick out to the individual.

709

So what for?

710

Where am I at this point?

711

It's been successful before. I want to be.

712

I've still got places to go

and I still need to to continue

713

to scale and build.

714

And that's the kind of period I'm in now.

715

We were chatting downstairs of.

716

Just a very quick point on on what

you've just said, because I think it's

717

going to be valuable to the guys out there

and I caught myself doing that.

718

Do you find yourself in a situation

sometimes where

719

you're kind of rushing things,

you know you're trying to do as much

720

as you possibly can because there's

still hours in the day, etc., etc.

721

and then you're not being very kind

to yourself because you feel like

722

you still can do more.

723

And do you do you sort of,

724

you know, pull back a second

and just say, like, hold on a second.

725

Let's just be patient with ourselves here

because we're doing a lot.

726

Let's, you know, let's just,

727

you know, have an open,

objective view of where we are.

728

Do you ever find yourself

in those situations?

729

I do, and I'm it's hard

and it's so hard for me like, you know,

730

I've just got to, you know, realize

that it's not going to happen next week.

731

It's just going to take months,

two months, half a year or a year.

732

But we'll get there eventually.

733

Yeah.

734

I think the first thing or size of this

is probably the most crucial part.

735

It is very easy to be a busy full time

just because you're busy, like

736

busyness is not business.

737

Oh, it's a quote I had the other day.

738

Busyness is not business.

739

And again, I've done this in the past.

740

I'm like, yeah, I'm so busy,

I'm out of my day.

741

But what are you doing to move the needle?

742

What are you actually done

that's productive?

743

So what I do now and again,

this comes to being self-aware.

744

And from years of experience

and learning and growing as a person.

745

I have four mantras within my business.

746

And I spoke about City of Day

mantras. Values. Call on what you want.

747

I call the mantras, and they are designed

748

as kind of the framework

of how I try to operate.

749

So those are

750

number one is done is the new perfect

and again, this is massive to me because

751

analysis paralysis

752

has been something I dealt with

for years and years and years.

753

And you know, you want to get everything

perfect and you want to get it right.

754

So you then take that action and then.

755

So been there, done that.

756

Then suddenly you've got the information

757

without the implementation

which is worthless.

758

So done is the new perfect is massive.

759

Get it done, get it out there,

760

make the mistakes, see what works,

get the data, learn, improve, grow.

761

That's number one.

762

Number two is going to link back to your

question is do what makes money first.

763

So in business cashflow is king.

764

I've got no cash flow effect recently.

765

So when I'm planning what I'm doing

because I am a one man

766

band at the minute

and I have visions to scale and grow

767

and take people on and build

this as an actual business.

768

But where I am in the journey

now is it's me, myself

769

and I,

and I do everything to get to that point,

770

because you've got to serve the customers

and the clients

771

to generate the cash flows.

772

It's all about, you know, building

the relationships and growing from there.

773

So what on my to do

list will make me money first.

774

So literally,

I look at it day by day, week by week.

775

I use my CRM system, which I'm sure we'll

get onto with the tech side of things.

776

Oh yeah, and.

777

You've obviously

got all the to do list and it's right

778

what's going to generate cash flow.

779

So investors, deals, pipelines, etc..

780

Where am I with those.

781

That goes to the top of the list.

782

You know, is anybody on a bespoke

okay cool.

783

You are number one priority at the minute.

784

Let's get this booked in to get you

sorted.

785

You've got general investors

list. Who's looking for for what.

786

What are they after okay cool.

Fill the pipeline. Get it out. Yep.

787

Are there any live deals you know that

are in the I haven't got an investor for.

788

But there's a deal that's live.

789

Okay cool.

This goes out to the list conversations.

790

Is there anyone it's suitable for.

791

Because one thing I'm very passionate

about with anyone who knows

792

deals also know what it is.

793

There are so many sharks out there

794

and people that are like

just gotta get the money.

795

Got to get the money, got to get.

796

I'm not like that.

797

What I want is I want the right investor

798

in the right place because I want again,

that win win mentality.

799

I want you to succeed

because if you succeed,

800

it's good for me because you're going

to become a raving fan of me,

801

which means you're going

to promote my business

802

and give me referrals,

which is the best of the marketing?

803

Absolutely.

804

And you're going to come back for repeat

business, because if I can give you a.

805

Deal for a fee

that's going to generate you cash flow

806

and build your wealth and help you scale

and build your business.

807

Yeah.

Why wouldn't you want more deals from me.

808

And then refer me to your friends?

We're going to.

809

But and it just and it builds

and that's how it builds and grows.

810

So do what makes money.

811

First

there's feel the fear and do it anyway,

812

because the things

that scare the shit out of you

813

are the things you need to be doing.

814

Oh my God,

this is so true. Just, just just be nice.

815

Just be kind. People

treat people like you want to be treated.

816

And then go back to the link.

817

The fourth one in business is

818

work so

819

hard it would be unreasonable

for you to be unsuccessful.

820

And I know you know that quote

because it's from the man. Who wrote that.

821

Exactly. I was going to say.

822

But that just speaks to me.

823

And I only found hormones very recently.

824

But it just speaks to me

on a different level,

825

because I go back to that story of

working an apprenticeship for 350 pounds

826

a month, doing seven days a week, because

we talk like Saturday, Sunday mornings.

827

And, then it was like antisocial hours

and I was a party in between.

828

So I've done all that

and and and loved it, enjoyed it.

829

So that's kind of conditioned my work

ethic and doing martial arts

830

and always grinding for the next bell.

831

It's always how much effort can I put in?

832

And then

833

that linked in to Pure Gym as well,

because when you're going for your KPIs

834

and what you're doing within Pure Gym,

the outputs don't matter.

835

The inputs matter

as long as you put the inputs in

836

and you can showcase

that the inputs are there.

837

Obviously, the outputs do matter

because you

838

got to generate a business in this,

but if we can understand why

839

the inputs didn't work, it's just data.

840

Collect the data to prove.

841

So my work ethic is built from there.

842

So it's not difficult for me.

843

I don't find it a challenge

I see to get up and.

844

Graft, because your mindset didn't

845

have to shift so much that you're changing

who you are basically.

846

So that's that's a that's a good thing.

847

And there is a very clear correlation.

848

So for anybody struggling

to wrap their mind around that, I would

849

I would really just say like, you know,

just just do an audit of where you are

850

and just realize, you know,

is there a muscle that you can work on

851

to help you get to that sort of space?

852

So those are my, my four mantras.

853

And as long as I can

854

follow those within the business,

855

I know I'm doing the things that move

the needle towards success.

856

And it is a challenge because I can't

do everything all the time.

857

And if you're gonna start up a business

or a company, you have to accept that.

858

And obviously every business is different

in how you structure it,

859

and you're going to start

with different amounts of capital. And.

860

Where you want to take it and grow.

861

So how big is your team,

what you're doing. Of course, but it's.

862

Very crucial to have that that blueprint

and that formula to be able to build from.

863

And one thing I now need to incorporate

is I've got the vision

864

of where I want to go and where I want

to take it and how I want to take my life.

865

But now I need to incorporate the plan.

866

And this is kind of my next stage of

how do I get there?

867

So it's when I've started

to think about more recently.

868

So I've got the framework

that I'm building.

869

Obviously cash flow is king

and we need to get more cash flow in.

870

So I've sold some deals

which have been successful.

871

We've had to have fall through

because that's nature of the beast.

872

But we offer a 14 day money back guarantee

pretty much on, on anything that we do.

873

So investors know that looked after

and credibility and trust

874

and we've got things in the pipeline.

875

So things are moving.

876

But I think it's very important to

877

you've got to have that belief

that you got to bet on yourself to,

878

to scale and build the business and,

879

and know your risk management as well.

880

Like what?

881

Your risk tolerance, tolerance with it.

882

What are you capable of dealing with?

883

one thing that that my little one

would say to me sometimes.

884

You're like, I can't do it. I'm like,

I. Know you can't do it.

885

You've never. Tried. Yes.

You know what I mean?

886

I can't.

887

Again, that analogy

of when you run a bike,

888

when you first set on about

you can't ride a bike,

889

you have to learn to ride a bike.

890

So I need that.

891

As we grow up as an adult,

we we suddenly lose that

892

because that fear of failure

and that you've got to fit in the box.

893

Oh yeah, I see, yeah.

894

Because ha ha, you failed.

895

You lost because they condition it in

you like school.

896

Don't get things wrong.

No, that's that's silly.

897

And everyone laughs

because they don't want you

898

to think outside the box

and ask the questions and do.

899

And it stays with you for the entire life.

900

It's just. Yeah, failure is.

901

It's it's information.

902

It's knowledge.

903

It's it's how you have to fail.

904

You have to get up. You have to do.

905

And you have to fail.

906

If you, you we learn so much more

from failure than success.

907

So if you can

908

not, not not care.

909

But you know,

I mean not let it affect you.

910

Like if anything, that's it.

Go for failure.

911

Yes, hunt.

912

How can I fail?

913

Because if you want to get better

914

quicker.

915

Fail more. Yeah.

916

Like the amount you fail will will shape

where you go.

917

And it is.

918

And again,

when you've had that mindset of,

919

you know, fail is a bad thing

and it's that inner child, it is hard to,

920

to overcome

because it's still uncomfortable

921

and I still get it

now is certain things like.

922

It's our survival thing isn't it?

923

So it's part of us, you know,

924

in terms of the nature

of how our bodies behave as well.

925

Yeah, it's uncomfortable. But one thing

to deal with, one thing I'm working on is

926

I know it's going to,

927

so it can be painful,

but how quick can I recover from it?

928

Yeah. So you've had it.

929

I've had it in the past

930

where, you know, you'd fail at something

and then you'd kind of like sit in it

931

and it affects you

until you go and get one as well.

932

Right. Failed.

933

I feel bad about it. Yeah.

934

Okay. Learn from it.

How quick can I get up?

935

Because the best people

just take it on the chin.

936

Yeah.

937

And go again.

938

And depending on the size of the failure

and what it is will depend on where

939

you are. Sure.

940

And how long it takes.

941

But again,

being self-aware to know that you have

942

failed or you know you're going to fail,

it's going to suck.

943

Yeah, but how long am I in

it before I get up and and go again?

944

And it's something I'm

getting getting better up to a point now.

945

But yeah, you've got to.

946

You can almost treat it as a metric

of sorts, you know, like, you know, okay.

947

So what's my you know, what's the latest,

what's my performance.

948

You can even judge your own performance

by that sort of thing.

949

Right.

950

You know, okay, I failed today. Right.

951

You know, I'm going

to, you know, probably in two days time,

952

I'm going to go again

and I'm ready in today's. Right.

953

So that's a good sort of indicator of,

you know, oh,

954

I don't care in terms of like it

didn't affect me.

955

But you have to care

from the learning perspective

956

because you need to understand

what lesson did you just learn.

957

Yeah.

958

So you just don't fail at the exact

same thing again and again and again.

959

There's a definition of insanity.

960

Exhausting thing of doing the same thing

results up slowly.

961

So obviously you've, you've taken us,

you know, through your journey

962

how you ended up being an entrepreneur,

how you've built your business

963

and that you are already like one year

964

into the whole thing, you know, in

your venture, which is absolutely amazing.

965

But what helps you actually do

the thing that

966

that would be my big sort of question.

967

And you know, you can go as far as,

you know, as deep as you wish.

968

But I'd be interested, you know,

because it could be the little things

969

that help you, like, you know, appointment

scheduling, anything as simple as that.

970

All the way to.

971

Okay.

972

Do you actually need a specific piece

of software that, you know, controls your

973

or contains all your contacts and stuff,

like there's maybe a CRM of sorts.

974

So if you could give us an idea. Yeah.

975

So I think

976

there is tech that obviously I use,

not a thing

977

with saying that I'm a year

into the journey in the startup.

978

The the tech is a year into the journey

on a startup.

979

So there are systems

and things that I don't use currently that

980

I don't know about, that in the future

I will be using and a progressed to

981

because tech is not my background,

but I can probably guess from

982

the fitness industry

what I've done among people.

983

People be like,

yeah, like biology can dissect

984

a human muscles tendencies, like,

not literally, you.

985

Know what I mean?

But I can tell you, yeah, we do.

986

But technology is

not one of my strong suit or skill sets.

987

Doesn't interest me in that way

to to to grab my attention.

988

Sure.

989

So I use what I need

and I'll build and I'll grow.

990

Obviously my business phone laptop.

991

While for like basic level tech stuff

where we're going

992

to get deeper than this, it's

not just that,

993

but you need your, your laptop for it.

994

So you do find it in all the tech

and all the building out and

995

everything in the in the process.

996

I need the phone

because there's built to communicate

997

of people and organize things.

998

And that's kind of my, my base layer,

if you will.

999

But, yeah, I can do it from anywhere

00:42:58,040 --> 00:43:01,040

so long as anybody

for like a set of coffee shop, go home.

00:43:01,240 --> 00:43:02,360

And go.

00:43:02,360 --> 00:43:05,360

Downstairs in here if I needed to

and and do what I need to do.

00:43:05,760 --> 00:43:06,560

And then within

00:43:07,560 --> 00:43:09,200

that the bits of software that I use.

00:43:09,200 --> 00:43:11,760

So CRM system has been massive for me.

00:43:11,760 --> 00:43:14,760

This has been a recent introduction

to my business.

00:43:14,880 --> 00:43:16,640

I'm talking

00:43:16,640 --> 00:43:19,640

last couple of months

with going full time,

00:43:19,920 --> 00:43:23,680

and the way I started to scale

and what I had going on,

00:43:24,400 --> 00:43:26,920

I got to a point where

00:43:26,920 --> 00:43:30,040

I couldn't

manage it all the way over to him.

00:43:30,320 --> 00:43:33,800

So if I go back to my puregym days,

the joys of working

00:43:33,800 --> 00:43:36,800

for a corporate company is that they have

00:43:37,120 --> 00:43:42,480

processes, policies, software in place,

and all you have to do

00:43:42,520 --> 00:43:46,960

is learn their structure

and learn how it operates.

00:43:47,280 --> 00:43:50,280

And then you, as the person move,

will grow and thrive.

00:43:50,560 --> 00:43:54,600

When you start a business,

you're responsible for everything.

00:43:54,600 --> 00:43:58,320

So one of those things is the tech,

the process, the policy.

00:43:58,320 --> 00:44:00,320

So you have to put it in to make it work.

00:44:01,680 --> 00:44:04,280

So I tried to use

00:44:04,280 --> 00:44:07,280

methods I'd used over in my pure gym days

00:44:07,680 --> 00:44:10,920

in my business,

and it didn't translate as well.

00:44:10,920 --> 00:44:15,320

So when I was in Georgia, I was very much

I had a few things that I did,

00:44:15,320 --> 00:44:18,520

but obviously big on a

we had a teams calendar where,

00:44:18,560 --> 00:44:20,960

you know, calls and events are often

used to get booked.

00:44:20,960 --> 00:44:26,120

Him had a hand, like a paper diary

I used to use for all my visits.

00:44:26,360 --> 00:44:29,360

So I'd schedule in my visits in the paper

diary.

00:44:29,440 --> 00:44:33,160

I'd make all my notes in there for my kind

of follow up emails and bits and pieces,

00:44:33,720 --> 00:44:36,960

and a general A4 pad, which was kind of my

just general To-Do list,

00:44:36,960 --> 00:44:38,560

which I use to write things down on.

00:44:38,560 --> 00:44:41,560

And then we used to use emails and bits,

so I had a,

00:44:42,360 --> 00:44:45,240

a system imply that worked for me, in that

I tried

00:44:45,240 --> 00:44:49,080

to translate that across

the property business, and it didn't work

00:44:49,280 --> 00:44:52,280

because I had loads of things

going on in different places.

00:44:52,280 --> 00:44:55,280

So I kind of got deals

going on over here, people going on here,

00:44:55,320 --> 00:44:56,280

and there was just nowhere

00:44:57,560 --> 00:44:59,720

it didn't all link together,

00:44:59,720 --> 00:45:03,320

and I knew about CRM systems and I tried.

00:45:04,120 --> 00:45:05,240

But you did or you didn't.

00:45:05,240 --> 00:45:06,480

I didn't know. About oh he's okay.

00:45:06,480 --> 00:45:08,880

Yeah, I've heard of them before in passing

okay. And loosely.

00:45:08,880 --> 00:45:10,640

So I knew what they were.

00:45:10,640 --> 00:45:12,480

And I got to a point where I was like,

maybe this is what I need.

00:45:12,480 --> 00:45:15,960

And I tried one early doors

into the journey

00:45:15,960 --> 00:45:17,160

when I was doing it, but I didn't.

00:45:17,160 --> 00:45:19,760

I didn't fully get on with it. Got it.

00:45:19,760 --> 00:45:23,760

So I never kind of because if it doesn't

work, it is more of an effort to do it.

00:45:24,880 --> 00:45:28,160

And obviously as part of our community,

we get mentors.

00:45:28,160 --> 00:45:30,320

So I booked on a mentor call.

00:45:30,320 --> 00:45:33,320

This is kind of where I'm

I want to look at a CRM,

00:45:33,680 --> 00:45:37,280

any that you'd kind of recommend

and network in chat to people.

00:45:38,280 --> 00:45:40,240

And one

that came up is the one that I use now.

00:45:40,240 --> 00:45:43,240

It's called Less Annoying CRM.

00:45:43,760 --> 00:45:44,080

Right.

00:45:44,080 --> 00:45:45,440

Brilliant. Yeah.

00:45:45,440 --> 00:45:48,040

So it's. A little bit.

An American company.

00:45:48,040 --> 00:45:51,120

And, I think it's really good,

by the way they set up.

00:45:51,480 --> 00:45:54,400

You can do a free live demo call.

00:45:54,400 --> 00:45:54,720

Okay.

00:45:54,720 --> 00:45:58,200

So you jump on, they take you for basic,

basically ask you what you do, you

00:45:58,200 --> 00:46:00,720

what you want it for.

And there's different templates.

00:46:00,720 --> 00:46:03,960

So within my business

there was a real estate template

00:46:03,960 --> 00:46:05,600

which was like

probably the best one for you to use.

00:46:05,600 --> 00:46:08,600

So they did it on real estate

and they demoed.

00:46:08,800 --> 00:46:10,200

How it worked.

00:46:10,200 --> 00:46:11,400

I was like, okay, cool.

00:46:11,400 --> 00:46:14,120

And then you get a 30 day free trial.

Okay.

00:46:14,120 --> 00:46:16,480

That's great. Free trial is

you don't have to put any card details.

00:46:16,480 --> 00:46:19,280

And so like a free trial, it's like

put your payment details in. Yeah.

00:46:19,280 --> 00:46:21,760

And then you forget to cancel it

and then you get hit with a little bit,

00:46:21,760 --> 00:46:23,440

a little bit

that you didn't have to do any of that.

00:46:23,440 --> 00:46:26,680

You just simply signed up

for the free trial.

00:46:26,680 --> 00:46:28,680

If you liked it,

you put your details in later.

00:46:29,640 --> 00:46:32,400

So I did

the free trial messing around with it.

00:46:32,400 --> 00:46:32,840

And again,

00:46:32,840 --> 00:46:35,840

this is going back to the customer service

and the American side of things.

00:46:36,440 --> 00:46:39,000

You can because it's a small family

led company.

00:46:39,000 --> 00:46:43,960

You can book in calls,

you can email support with what you need.

00:46:44,720 --> 00:46:46,560

So I went away

and trialed it for two weeks.

00:46:46,560 --> 00:46:48,240

And it's all customizable.

00:46:48,240 --> 00:46:49,800

I can try and make it do a one.

00:46:49,800 --> 00:46:53,760

Is it cloud based so you don't actually

installed on your machine?

00:46:53,760 --> 00:46:57,120

The data sets are there and right

you just click.

00:46:57,120 --> 00:46:59,280

It's just a web.

But you go, yeah. That way.

00:46:59,280 --> 00:47:00,240

I'm glad you explain that.

00:47:00,240 --> 00:47:03,240

I wouldn't have known

that's not my my roommate.

00:47:03,240 --> 00:47:04,320

But yeah.

00:47:04,320 --> 00:47:06,120

So you can book calls at any point.

00:47:06,120 --> 00:47:09,280

And what I did was I'm going to use it

for a couple of weeks because no doubt

00:47:09,320 --> 00:47:11,160

I will get questions from using it.

00:47:11,160 --> 00:47:13,320

And I did, but a sticky note on my laptop.

00:47:13,320 --> 00:47:15,000

And then I was like, can I do this?

What about this?

00:47:15,000 --> 00:47:16,520

How does this work? Blah blah blah blah.

00:47:16,520 --> 00:47:18,200

And I booked a call in

and a 50 minute call

00:47:18,200 --> 00:47:21,240

and just basically went through

and answered all my questions on the call.

00:47:21,240 --> 00:47:22,680

This is how I do this is I structure this.

00:47:22,680 --> 00:47:25,920

But yeah, anyway, great bit of software

still using it now.

00:47:25,920 --> 00:47:28,560

So on that CRM

I've basically got everything.

00:47:29,680 --> 00:47:29,920

So if

00:47:29,920 --> 00:47:33,760

I picture my dashboard in front of me

now on the, the left hand

00:47:33,760 --> 00:47:40,080

side is my to do list and I split my

to do list in the the four part matrix.

00:47:40,080 --> 00:47:40,960

I don't know what it's actually called.

00:47:40,960 --> 00:47:43,720

It's got a name,

but you've got urgent and important.

00:47:43,720 --> 00:47:46,440

Yeah, yeah. Not urgent and important.

00:47:46,440 --> 00:47:48,720

That urgent? Not important.

00:47:48,720 --> 00:47:49,800

And then not not if this is.

00:47:49,800 --> 00:47:52,200

Like an Eisenhower matrix

or something like that. Yeah.

00:47:52,200 --> 00:47:52,800

It's got a name.

00:47:52,800 --> 00:47:55,720

I don't know, the actually,

I might just like the content of it.

00:47:55,720 --> 00:47:59,880

So I have or to do list

and then when I'm setting general tasks.

00:47:59,880 --> 00:48:01,840

So if I go back to my puregym days

this would have been

00:48:01,840 --> 00:48:04,200

my general A4 notebook.

00:48:04,200 --> 00:48:05,520

But I couldn't qualify them.

00:48:05,520 --> 00:48:06,120

Yeah.

00:48:06,120 --> 00:48:09,120

I'm like right, that goes there,

that goes there, like so I know what.

00:48:09,440 --> 00:48:10,680

What tasks aware.

00:48:10,680 --> 00:48:10,800

Yeah.

00:48:10,800 --> 00:48:12,600

And obviously urgent and important,

00:48:12,600 --> 00:48:15,840

which links back to the mantras of do

what makes money first and is a new birth.

00:48:15,840 --> 00:48:18,080

It's the old fear, etc. etc..

00:48:18,080 --> 00:48:20,760

Yeah, so I link that in so urgent

important obviously.

00:48:20,760 --> 00:48:23,840

First urgent not important is ten second.

00:48:23,960 --> 00:48:25,920

Yep. Not urgent. Important.

It's one third.

00:48:25,920 --> 00:48:28,920

And the knowledge not important is

just kind of things generally sit there.

00:48:28,920 --> 00:48:31,920

If I've got any extra time

and things can change brackets as well

00:48:31,960 --> 00:48:33,960

because I might have something

that's important but not urgent.

00:48:33,960 --> 00:48:34,240

Yeah.

00:48:34,240 --> 00:48:37,240

Because it's not due until three months

time.

00:48:37,360 --> 00:48:40,200

Well, when there's four weeks left

suddenly that's urgent.

00:48:40,200 --> 00:48:41,680

Unimportant

because there's a deadline on it.

00:48:41,680 --> 00:48:44,280

Of course.

So I've got my general tasks there.

00:48:45,400 --> 00:48:48,560

I have pipelines, so I have a,

00:48:49,680 --> 00:48:52,000

a lead pipeline,

some of my property deals.

00:48:52,000 --> 00:48:54,680

And that goes through a journey

which has been fully customizable.

00:48:54,680 --> 00:48:58,520

I may save from it being a lead to it

being a view in to be in due diligence.

00:48:58,680 --> 00:49:00,960

Okay. Mental calls booked in on it.

00:49:00,960 --> 00:49:03,000

Is it going through a writing process?

00:49:03,000 --> 00:49:05,440

Do I need to negotiate on end?

00:49:05,440 --> 00:49:06,720

Is it for sale? Has it been so.

00:49:06,720 --> 00:49:09,720

And there's a whole pipeline of

of where these things are.

00:49:10,080 --> 00:49:11,480

And then I've also got an investor

pipeline.

00:49:11,480 --> 00:49:12,640

Well okay.

00:49:12,640 --> 00:49:16,800

So I've, I got someone that is interested

in a book to call with me.

00:49:17,040 --> 00:49:18,800

And just a quick question on that point.

00:49:18,800 --> 00:49:22,280

So was it already in the software for you

or did you have to like created

00:49:22,280 --> 00:49:23,760

in some way? You know. The

00:49:24,960 --> 00:49:27,680

section to make it

was there, but to customize it to myself,

00:49:27,680 --> 00:49:30,000

I said the template

because it's real estate

00:49:30,000 --> 00:49:32,120

had like a buyer leads and seller leads.

00:49:32,120 --> 00:49:34,640

What's what would be relevant to me? Yep.

00:49:34,640 --> 00:49:37,080

But you can create your own pipeline.

Okay, cool.

00:49:37,080 --> 00:49:37,960

So I just create. That's good.

00:49:37,960 --> 00:49:41,160

And then every tab is what I've created.

00:49:41,160 --> 00:49:43,520

So you get active tabs

and close tabs as well.

00:49:43,520 --> 00:49:45,760

Obviously when you've got people

been for the journey. Yep.

00:49:45,760 --> 00:49:48,960

I'm so on the investor side

I've got call booked in investors list.

00:49:49,320 --> 00:49:50,640

Are there any hot investors?

00:49:50,640 --> 00:49:53,040

Are there any bespoke investors.

00:49:53,040 --> 00:49:55,960

Are there any deals that have been sold

that are in there their 14 day

00:49:55,960 --> 00:49:56,880

cooling off period.

00:49:56,880 --> 00:49:59,400

So it's I think it's the kick on a. Bit

I see.

00:49:59,400 --> 00:50:01,960

And then in the closed pipeline there is

00:50:02,920 --> 00:50:04,320

past buyers.

00:50:04,320 --> 00:50:05,880

They've bought a deal before.

00:50:05,880 --> 00:50:08,560

There's refunds if anything has gone and

the rest of actually go this is for me.

00:50:08,560 --> 00:50:11,200

So they go to the refund pipeline.

00:50:11,200 --> 00:50:13,600

There is

00:50:13,600 --> 00:50:15,640

just, like a gone cold pipeline.

00:50:15,640 --> 00:50:17,960

So if someone's been on

but they've not been bespoke,

00:50:17,960 --> 00:50:20,960

but they're on the hot leather,

they're keen but they're not gone bespoke.

00:50:21,000 --> 00:50:23,520

So if they've gone cold

they'll go into the cold pipeline.

00:50:23,520 --> 00:50:25,880

So that will get closed down.

00:50:25,880 --> 00:50:28,560

And there's a general

I think I've got like a time wasters one.

00:50:28,560 --> 00:50:32,320

So if anyone is like on the list

and is actively looking, but then

00:50:33,240 --> 00:50:36,720

messing you around, you can kind of put

you can close them down and be like, yeah,

00:50:36,720 --> 00:50:39,440

I mean time wasters, you know, like that's

not someone I really want to work with.

00:50:39,440 --> 00:50:41,160

Yep. So it's all customized by me.

00:50:42,240 --> 00:50:44,880

It links to my calendar.

00:50:44,880 --> 00:50:47,800

So it links to Google Calendar.

00:50:47,800 --> 00:50:49,440

It doesn't link to iOS calendar.

00:50:49,440 --> 00:50:52,560

Okay, iPhones, but the workaround is

it links to Google Calendar

00:50:52,920 --> 00:50:55,960

now, Google calendar

also links to iOS calendar, so.

00:50:56,160 --> 00:50:58,120

You can just connect it. To a central hub.

00:50:58,120 --> 00:50:59,920

So pretty much

everything goes into Google.

00:50:59,920 --> 00:51:02,760

If I go on my iOS programs

into my Google calendar. Yep.

00:51:02,760 --> 00:51:05,880

Which links into my CRM,

and if I add an event to my CRM system,

00:51:05,880 --> 00:51:08,280

it links to the Google Calendar,

which I'm not, so I can do it.

00:51:08,280 --> 00:51:09,600

It's interchangeable.