Shared office space

AGENDA

Monday, Sept 25 – 12-3pm

State of the Union
Vision/Impact
Your Role in that Vision
Goals for week

Tuesday, Sept 26 – 1-5pm

Refining Offerings
Refining Customers
Marketing Plan

Thursday, Sept 28 – 1-5pm

Lead Conversion
Revenue Funnel
Projections
KPIs
Goals

Friday, Sept 29 – 1-5pm

Action Calendar
Wrap-up

Monday 12-3pm

  1. What’s working?

  2. What’s not working?

  3. What keeps you up at night?

  4. What keeps you bouncing out of bed in the morning?

  5. What “should” you be doing?

  6. What shouldn’t you be doing?

What is your five year personal vision?

  1. Where will you live?
  2. What will you be doing?
  3. Who will you be with?
  4. What does your financial picture look like?

Letting Go…

  1. What’s holding you back from achieving this?
  2. What are you afraid of?

Write everything that comes to mind.

What is your Business Vision?

What impact do you want to have on the world?

HH Example: Support over 20,000 women in the launch and growth of their business.

How do you fit into that vision?

  1. What are your core offerings?
  2. Do you need to expand?
  3. Do you need to contract?

Why will these people choose you?

Ideal Customer for the Above Offerings

Are you currently attracting the “right” customers?

  1. Describe all the characteristics of your ideal customers…
  2. What attributes (as it relates to how you work with them) do they have in common?

Journal

What are you currently grateful for – both personally and professionally?

Transport yourself to the end of 2028.  Write down what you’re grateful at that time — as if you’ve achieved your big picture goals.
Start with… “Such amazing things have happened.  I can’t help but smile when I think of…”

Tuesday 1-5pm

Share your 2028 vision.

What else has come up for you since yesterday?

Thought Leadership

  • What is your positioning?  What will you be known for?

  • How will you let the world know?

Referral Tribe

  1. What are the pain points for your ideal customer?
  1. What is their trigger point?
  • The point that makes them realize they have a need.  
  • The event that causes them to take action.  Could be a pain point.
  • Must be visible to someone!
  1. Who is in front of your customer at that point?
  • The type of person who is also outside the organization.
  • Someone that can also identify/see the trigger point.
  • Someone who may be able to bring you in to help.

Top 20 Referral Tribe / Advocates

What’s next with your Referral Tribe?

  • WHAT should I ask for?

  • WHAT am I willing to give?

  • HOW will I get their attention?

  • HOW will I build a relationship with them?

  • HOW will I softly stay in front of them?

  • HOW will I systemize – set a routine?

  • HOW will I know it’s working?

Marketing Plan

  1. What marketing tactics will you use?
  2. HOW will you systemize – set a routine?
  3. HOW will you track?
  4. HOW will you know it’s working?

Content / Marketing Calendar

Thursday 1-5pm

Lead Conversion Funnel

  1. How do you track leads?
  2. What is your lead follow-up process?
  3. What is working?
  4. What needs to change?

Revenue Funnel

  1. Breadcrumb theory: must build trust
  2. Start with touch-points
  3. Break into 3 to 4 parts
  4. Stop them from shopping!

Financial Projections 

Key Performance Indicators

How do you know it’s working?

Consider these categories:

  1. Marketing
  2. Business Development
  3. Sales & Expenses

Top 6-8 GOALS for 2024

Focus on business but may sprinkle in some personal goals that will support you…

BE SPECIFIC! 

Should be ARMD

Actionable – Realistic – Measurable – Date Bound

Make sure you are setting GOALS, not TASKS

Possible Categories

  • Marketing
  • Business Development
  • Sales
  • Team
  • Strategic Alliances
  • Operations

Supporting Growth

What resources do I need to support my scale?

  • Who is my go-to support team?
  • When will I need to hire?
  • How much will it costs me?
    Go back and factor into your numbers…

How will you reward yourself (celebrate) when you achieve your goals?

Friday 1-5pm

2024 Action Calendar

Link to article

Link to full audio book

Map it out

Chunk out goals – make sure milestones lead up to your annual goals

Can’t do everything at the same time!