Six modules, in the order questions actually surface.
Each module runs fifteen to thirty minutes and includes a downloadable worksheet or email template. Modules build on one another but can also be revisited independently as your situation changes.
Mapping Your Gaps
The course opens by walking through the five functional advisor roles in detail: the Sponsor, the Domain Expert, the Peer Challenger, the Career Elder, and the Connector. You will complete a short mapping worksheet plotting your current network against each role.
Most participants discover they are strong in one or two roles, often Career Elder and Domain Expert, and thin everywhere else. This module treats that unevenness as information rather than a problem to feel bad about.
- Includes: printable advisor-mapping worksheet
- Run time: approximately 22 minutes
Making the Ask Without Being Awkward
This module addresses the single most cited obstacle: the fear of sounding presumptuous or transactional when reaching out. It breaks the ask into three variants depending on how well you already know the person, from a cold introduction to a warm reconnection.
Three email templates are provided and explained line by line, including notes on which phrases tend to land poorly and why.
- Includes: three outreach email templates
- Run time: approximately 28 minutes
Structuring Informal Advisory Relationships
Once someone has agreed to an ongoing relationship, ambiguity about frequency and format tends to creep in. This module covers how to propose a light structure, quarterly calls, occasional check-in emails, or an annual longer conversation, without making the relationship feel bureaucratic.
Includes guidance on setting a shared understanding of scope early, so neither side is guessing what the other expects.
- Includes: cadence-setting email template
- Run time: approximately 19 minutes
Giving Value Back
Advisory relationships that stay one-sided for too long tend to fade, even when both people genuinely like each other. This module covers low-effort, high-signal ways to contribute back: sharing relevant articles, making introductions in the other direction, and simply naming the value received out loud.
The goal is not to keep score. It is to make sure the relationship does not quietly feel extractive from the advisor's side.
- Includes: reciprocity check-in worksheet
- Run time: approximately 17 minutes
Knowing When to Rotate
Goals change, and the advisor who was exactly right for a promotion push may not be the right voice for a career pivot two years later. This module covers the signals that a rotation might be due, and how to let a relationship fade with dignity rather than an abrupt cutoff.
Includes a short annual review exercise to revisit your advisor map from module one and note what has shifted.
- Includes: annual advisor review worksheet
- Run time: approximately 20 minutes
The Email Template Library
A closing walkthrough of every template included across the course: initial outreach in three variants, cadence-setting, the reciprocity check-in, the gratitude note, and the graceful exit message used when a rotation is due.
This module functions as a reference you can return to whenever you need a specific template rather than rewatching an entire lesson.
- Includes: full template library, seven documents
- Run time: approximately 16 minutes
Have a question about a specific module?
Send a message through the contact page and we will point you to the relevant section before you enroll.
Contact the Course Team