Rocket Fuel

The Power of Roles: Insights into Visionary/Integrator™ Dynamics | Raphael Lei and Mervin Lei

Nov 14, 2024
Mervyn Lei, a second-generation visionary driving sales and strategy at Winneram International. Raphael Lei, the integrator who runs finance and operations and professionalized the family business. They discuss implementing EOS, in-person workshops during COVID, sibling dynamics and role clarity, how they split and signal leadership seats, and tools that improved teamwork and vendor relationships.
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ANECDOTE

Backyard EOS Kickoff During COVID

  • Raphael discovered Traction after an MSP suggested the book and devoured it in a weekend as a roadmap for everything they'd tried.
  • He and Mervyn then hired implementer Josh and began EOS sessions in their parents' backyard during COVID, whiteboard and all.
ADVICE

Run First EOS Sessions In Person

  • Do hold in-person EOS sessions when building initial rapport because video slows the immediacy and idea-bouncing essential for trust.
  • Raphael insisted on all-day, in-person sessions rather than staring at screens for eight hours.
INSIGHT

Visionary Role Validated By Traction

  • Mervyn realized being a dreamer/ideator is a valuable, defined role once he read Traction and Rocket Fuel.
  • Strengths like ideation and quick-start align naturally with the Visionary seat and gave him personal validation.
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