How I brought Forum 007 together
Laura, here’s the grassroots version: how I invited the people, got their yes, found a date and booked our forum day.
A personal invitation first. A shared date next. Then a calendar invite.
🟢 A one-day experiment, with no commitment to keep meeting afterward.
See the experience
🟢 The invitation starts with a name-and-code entrance, not a generic registration form.
See the original secret-agent artwork
See the availability calendar
From people to a plan
- 01 · Find the people🟢 I picked people I’d already connected with and wanted to spend more time with.The group came together around trust and connection, not an open signup.
- 02 · Make it personal🟢 I made individual videos to text them.Each person got a personal invitation rather than just a group announcement.
- 03 · Get their yes🟢 I had them accept on the private Forum 007 page.A secret-agent invitation, with a caricature for each person and a clear “Accept the Mission” action. The initial yes came before the detailed date poll.
- 04 · Find the overlap🟢 I used a separate availability page to find a shared date.My own AI-built version of a Doodle poll. December 17 was the date we landed on.
- 05 · Book the space🟢 I checked with VACO and got the room reserved.Interview Room 7, December 17, noon to 5:00 p.m., confirmed in their reply.
- 06 · Put it on the calendar🟢 I sent the calendar invite.That turned the scheduling work into an invitation people could put on their calendars.
The invitation language
🟢 These are excerpts from the actual private invitation page, rather than a reconstruction of the individual video scripts.
- The reason to come
- “Business doesn't stop. Neither does life. So for one day, a few of us are going to stop anyway, sit in the same room, and talk honestly about both.”
- The commitment
- “One day. That's it. No ongoing group, no dues, nobody follows up asking you to renew.”
- The next action
- “Accept the Mission”After the initial acceptance, I sent a separate date request.
The venue request
🟢 I emailed VACO asking: “Do you have availability on December 17th from noon - 5pm for 7-8 people?” I asked about an interview room with a conference table, based on a space EO groups had used before. They replied with the room reservation.
The current rough agenda
🟢 This is the outline in the calendar invitation, all times Central. The detailed forum session plan is still to be built.
- Jared sets up12:00 p.m.
- Optional lunch12:15 to 12:45 p.m.
- Social arrivals12:45 to 12:59 p.m.
- Forum 0071:00 to 5:00 p.m.
What’s next
🟢 Build the forum garden. That is the next piece I need to create, not something already finished.
🟢 I’m also gathering the Working Genius results I don’t already have and putting together business profiles so we can all know what everyone does.
🟢 After the day, I want to share what worked and what I would change. As we discussed, that experience can contribute to your forum playbook alongside other pilots, without treating this beta as an established chapter program.
Source notes
What this walkthrough is based on
🟢 Jared’s November 12 recap, the transcript of the November 12 Plaud call about the forum pilot, the existing invitation-page text, VACO’s November 10 reservation reply and the current calendar invitation.
🟡 This is a written walkthrough of the process, not a replay of the individual invitation videos. Working Genius reports and private participant responses are not included.