How I Manage My Visionary Entrepreneur Clients


I’m going to share with you how I manage my visionary entrepreneur clients! Before I jump in, I’ve got some context to share with you. If you’re reading this, it may have heard that  I do “ops” or that I’m a “project manager” or an “integrator” etc. While those definitions could describe what I do for my people, what can be tricky to understand about me (and why I don’t necessarily fall into any one category) is that I work in a way that’s more suited to my people– the visionaries! 

Yep, the people that some of your traditional managers or ops people steer clear of! And it’s nothing personal to the visionaries, it’s just that their styles don’t align! The visionaries don’t work necessarily in super linear ways and quite frankly will try to break systems shit- which I’m not going to lie- can be challenging for some. And sometimes, visionaries have a trillion ideas at once that it’s so hard to keep up. 

So in my years of being a person and entrepreneur, I’ve realized that my talent and passion are in helping these people get their shit together so they can actually see their ideas come to fruition and move them forward! And I do this essentially through listening and then finding the right processes (systems, SOPs, etc)  and people to make the good shit happen. Also, I help them with the day-to-day management of their brains, and teach other people how to manage them. I’ve been referred to as the “visionary wrangler” and, as one of my client’s lovingly referred to me as, her “handler”. 

So I’d like to tell you more about how I manage my visionary entrepreneur clients (so we can get their ideas happen IRL and move their businesses forward):

Before I reveal my magic, here’s my definition of a visionary entrepreneur from my experience: 
Visionary Entrepreneurs (n.) : 

  • is a true innovator, has so many ideas, often one right after the other! Sometimes to the point of idea paralysis (like, “there are a thousand things in my brain hole right now, what action should I even be taking? Oh wait, here’s another brilliant idea, I’m wanna launch a course…wait, what?”)
  • may have been given “systems” before that they just want to break them or just can’t seem to follow them
  • doesn’t want to document anything because they’re too busy doing shit that matters 
  • they may feel like something is “wrong” with them because they make decisions so quickly or are just maybe a little misunderstood- they don’t necessarily “fit” into the mold 
  • they’re passionate AF, love the people they serve, and are damn good at what they do

AND here’s more or less a definition of, well, a Megan…
Meg Baker of Meg K Co, integrator/project manager/visionary wrangler (n.):

In my role as integrator/project manager/handler/wrangler/advisor, I usually work in 90 day sprints to help my clients

  • clean up anything that’s feeling too messy for team/contractors do deal with
  • help them get their processes decided and documented
  • help them recruit the right talent for their teams (usually contractors)
  • lead the onboarding process and training of team
  • specifically teach the PMs how to manage the visionary 
  • advise my client on how to prioritize projects (when overwhelm sets in, I help them figure out what needs to be done now and break it down for them to make it actionable and easy) 
  • advise my clients on how to lead their crew

OKAY- without further ado, here’s how I manage my visionary people: 

  • I come ready to listen and customize the shit out of how we’re going to organize, plan and execute. There’s no “one size fits all” solution for my people (like, parts of “Traction” or “Clockwork” or what your coach recommends, but not all of it). It depends on your business, YOUR pain points, your goals/hopes/dreams. 
  • when overwhelm sets in, I help them figure out what needs to be done now and break it down for them to make it actionable and easy. 
    • Step one: Word Vomit. 
    • Step two: Choose the projects/Ideas that matter the most/ have the most impact right now
    • Step three: Document the other ideas for later use
    • Step four: figure out the tasks that need to happen to make the projects happen and figure out when they can get done
    • Step five: check in and hold people accountable. And sometimes if the shit doens’t get done by the visionary, there’s usually a reason and it informs our priorities and what projects we *actually* should be focused on! 
  • I am all about business, but I make it fun. This shit excites me. I’m obsessed with the visions my clients have and the moves they make and love figuring out how to make it work for them and make it happen! 
  • I get the information I need and then I execute it. 
  • After identifying what needs to be done (and what they need to do), ask them what would feel good/what do they need to help them getting it done- this informs our action plans.  
  • Visionaries need both space and accountability. I usually space out my check ins every 7 days- but I’m available via voxer/slack as new ideas/circumstances may pop up.
  • I give them deadlines- this is often when they do their best work (at least the less creative work- sometimes the creative work requires space). 
  • They don’t love being told what to do all the time. You gotta be diplomatic and have consensus. (okay, so, I do tell them what to do because that’s what they hired me for, BUT I make sure that what I’m asking them to do is aligned and I make sure I have their buy in)
  • I’m patient- especially when I’m giving space, trusting their process, and holding them them accountable. If they don’t end up executing on their assigned project, they better come up with a better idea that want to follow through on! (If they don’t follow through on an assignment, there’s usually a reason!) 
  • Remind them that sometimes sitting down and doing the work will actually (usually/often) get them “in flow”- when they are saying there’s resistance (and I’m not talking about doing work that isn’t meant for them, I’m talking about creative endeavors/content/ etc) 
  • If they say there’s resistance, ask them why? Give them space to process it, talk it out- when they identify it, it helps them get back into action. 
  • In order for visionaries to take action, they oftentimes have to have buy in (as mentioned above), believe in what their doing and the bigger purpose of the tasks or activities are doing
  • schedules work /time blocking works once they are pretty much only doing their brilliance work and they understand how discipline works in their lives (and/or whether it works for them)
  • I’ve probably mentioned listen, but I’m going to say it again. Listen to their ideas, especially those from their other coaches/masterminds etc and give them permission to do things differently in their own businesses!
  • Oh, and working with a visionary, you gotta be cool with adapting and being flexible to a pretty high degree. As more information and realizations come to light, you’ve got to adjust. 

If you feel like you need some visionary wranglement/management, let’s talk! DM me on insta or comment below “Megan help me” and we’ll get the ball rolling! 

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