Gap since last call
21 days
5/15, 5/22, 5/26 all rescheduled
Eric's ramp
Day 18-19 at UJ
Self-declared 30-day F&I window
3–8 week intro
Week 3 today
Likely resets to ramp-completion + 3-8
Mode
Let him lead
UJ debrief first, your stuff later
Open
- ▸Cindy hook first. "How's Cindy? Tell her I said hi." — you skipped it 5/8.
- ▸"Three weeks heads-down — sounds like Jeremy's getting his money's worth. Take me through it."
- ▸Frames the gap as Eric ramping hard, not Eric ghosting. Sets up Block 1.
Block 1 — Let Eric lead: UJ debrief
He led 5/8 and it was the most valuable block of that call. Repeat the pattern. Probes only when he pauses:
- ▸F&I baseline — what surfaced that he didn't expect? Is the 30-day ramp claim holding?
- ▸DealerSpike — he was sure 5/8 they'd fire it. Any vendor convos actually started?
- ▸Local lender map — does the long-tail prevalence still hold, or are big marine names creeping back?
- ▸US Bank still the only e-sign? Any DocuSign rollout chatter from the others?
- ▸Owner relationship — Jeremy + dad still aligned, or "successful despite themselves" friction surfacing now that he's inside?
Block 1.5 — Daughter wedding (NEVER been raised)
Right after his UJ debrief, before you pivot to your stuff.
"Quick personal one before I get into my side — I realized your daughter's wedding lands Oct 27, which is inside your Caribbean cruise. Did you guys catch that, or are you working around it?"
"I realized" framing keeps it honest, not prying. If he already adjusted → drop it. If he hasn't done the math → you just saved him a hard conversation with Cindy.
Dates to keep in your head: Daughter wedding ~Oct 27, 2026 · Eric & Cindy cruise Oct 17–31 (Caribbean, Celebrity Beyond).
Block 2 — 3–8 week UJ intro timeline
Week 3 today. He committed 5/8 to looping you into the UJ business conversation in 3–8 weeks. Don't push, just ask:
"Still tracking 3–8 weeks for the intro, or has the F&I ramp moved the target?"
If behind: ramp is the gate, fine. If ahead: get a date. Reality check — his 21-day silence means the window probably resets to "3–8 weeks from ramp completion," not from 5/8.
Block 3 — Your turn: two carry-forwards from 5/8
1. Tip-jar quarterly ritual — built it in ✓
"Quick win to share — the tip-jar technique you handed me 5/8: I built it in as a quarterly Linear review ritual. First run end of June."
Closes the loop on his teaching — earns more candor next round.
2. Exit timeline check — the big one
Never surfaced 5/8. Eric's Seat 3 is accountability + timing + readiness — not financial planning (that's the Finance lane, not Eric's chair). Be direct:
- ▸"I'm still committed to June 2027 internally"
- ▸"Here's what would have to be true for me to pull the trigger — [your readiness criteria, not dollars]"
- ▸"What would push it past June 2027 in your read?"
- ▸"Where would you push back?"
Block 4 — Wins to share (read the room for time)
- ▸Made By Aspire LLC officially approved 5/28 · Entity #5619291. The marine SaaS now has a real entity for contracts. Eric was at the table when this was vapor.
- ▸F-150 Lightning saga — your $80K truck is bricked, dealer has it now, you're in a Hertz. Eric will laugh.
- ▸Pivot move: "Speaking of repairs taking forever — now that you're inside UJ, is that swim platform getting any internal love?" Gentle, not weaponized.
Ford F&I homework — only if HE brings it up
Slipped on both sides. Eric ramping at UJ; you consumed by AD-focus + Finance + restyle weeks.
If he asks: honest "no, the last three weeks ate it on my side. Reset two weeks?"
If he hasn't done his Chevy guy either → symmetric, non-issue.
Close
Reciprocate his 5/8 parting — he gave you "push pause, be kind to yourself, you're betting on yourself." He's the one ramping into a new job at 60+ after two months of retirement. Advisor-to-advisor, not student-to-teacher.
Lock cadence. "Is Friday 11 ET your new standing slot, or did 5/29 only move because of the UJ schedule?" Get the recurring invite pinned.
Pre-flight (45 seconds before you dial)
- ☐Teams recording + transcript export ON
- ☐Cindy's name remembered (Cindy)
- ☐Daughter wedding date in head: Oct 27 inside cruise Oct 17–31
- ☐Exit gate language ready before you dial (don't improvise the 401k math)
Post-call
Export the Teams transcript and send it to Aria. Same flow as 5/8 — journal, profile update, Linear actions, brief page if it earns one.