Based on working with clients and learning from my own experiences, I’ve seen a few common mistakes that can completely derail us in achieving the goals we set in our business.

My hope is in highlighting these mistakes, it can help to avoid them, helping you to be more successful when aiming for great things in your business…

I bet you have a clear sense of your goals over the next 1-3 years?

Whether they’re to grow your market through the number of client contracts and policies, increase your customer leads, put a new service into the marketplace, acquire a new property within your business, or add new team members….we typically have a sense of what we want to accomplish this year or over the next few years.

Knowing where we want to get to is key for effective goal setting.

But, how do we ensure we’re making regular progress so we don’t get half way through the year and realize how much time has slipped by - slowing growth?

Why a Sales Surge? Whether you're in Financial Services, Food Services, Home Security, Real Estate, or any industry with a sales focus, this guide is designed to help you and your team collectively hit your targets. It's not just about meeting deadlines; it's about creating a culture of continuous improvement, collaboration, and fun that elevates your team's performance.

One of the toughest aspects of running your business is wearing the many hats it takes to run your company.

However, to get yourself out of the spin cycle of your days, investing in building a high-performing team can elevate not only the space you can gain in your business to focus on strategy and goals, but to elevate your company’s results.

Through my work with my clients who are successful business owners and founders, we’ve been able to elevate their impact and overall company performance by embracing three core steps in building high-level support in their businesses:

Does your life ever feel like a whirlwind and it’s passing you by?

It can be challenging to move forward on your life’s goals and dreams if you don’t make space for them.

Creating the conditions to live your life by design and build a business intentionally is not impossible amongst your other responsibilities.

But building a sustainable business takes time.

And it’s easy to become impatient.

But if you take the steps and put the structure in place, the rewards will start to show up - even before you‘re finished.

This is a quick one today…:

I know you have big goals.

Many of you share them with me.

Consider this — WHAT gets in the way of pursuing those big goals?

Whether your goals are for exercise and better personal health, working on your business, starting a second business, spending more time in your personal life or building your team….what are YOUR goals that you would love to be spending more time on - big or small?

I have 2 questions for you to answer…

You started your business because, and I’m taking an educated guess here, you want to have flexibility, create a lifestyle uniquely yours and make a positive impact through your work. Is that right? or close?

If you’re aspiring to or on your way towards something bigger and you feel there’s more to go and not quite there yet, amidst the strategies and the tactics, I’m inviting you to consider another aspect that will help you increase your success rate to achieve big goals.

Your energy: the mental perspective you’re bringing to your goal achievement.

Waking up each morning, one of the first things so many of us do is check our emails and messages.

What is the day shaping up to be?

What did I miss?

What am I going to be faced with when I get to work?

We look at our calendar and see the meetings, administration and other commitments that are required to run our business.

We have aspirations for greater sustainability and perhaps growth, but how does one achieve this amidst the running of the business?

…when so much of our energy and time is already wrapped up in what we do every day?

How often do you celebrate your progress and accomplishments?

I know you have all of them - I see you doing all the things in your business and in leadership.

From getting that new role, hiring a new manager, adding a new admin person, capturing a process you’ve been meaning to, taking more personal time, booking that vacation…..

From small to large these are no easy feats and I invite you to celebrate them.

Are you waiting for things to ‘slow down’ to focus on your goals?

When I was a Relationship Manager selling Professional Services back in the day, I had a number of prospects tell me to call them back when they weren’t as busy. When I did call back, guess what they had to say? It’s still not a good time, I’m still so busy!

Granted, I also understood for some, this was likely a way of deferring a ‘sales’ conversation, but this response also came from many current clients who were in the middle of project with my company. After leaving that role and years later moving into working with my clients, the same message was popping up - that was, in its essence - I have this goal, but I have too much going on to pursue it.

It’s like saying, I want to start running, but I don’t have time to buy the shoes.

Isn’t this the point of prioritization?

If life or the demands of the business are getting in the way of your most important goals, then are you really prioritizing them?

I’m saying this as much for me as for anyone else who sees themselves here.

I too, have said the words - “I just don’t have time to do that thing that I know is going to help me move forward and has been on my goal list for a while.”

This is what I call…

There are common mis-steps that I’ve made and I see others making. I’m highlighting them here so we can support each other in our collective pursuit of our personal and professional goal achievement.

Three common areas where even high-achieving professionals can become derailed:

1. Allowing urgent items to take priority over our schedule, nudging goal efforts aside.

You may be thinking - of course…it’s urgent.

Well, is it urgent for you or someone else? Many times what’s urgent for someone else lands on your plate with a deadline attached, creating a sense of urgency for you. Particularly if you’re in a line of work where this is the norm rather than the exception, this can be a challenging environment to pursue those important but not urgent activities, which is the category that many goal efforts fall into. But, note I said challenging, not impossible.

As some of you are considering and refining your goals for this year, I want to ask you…do you have a goal to grow your business?

As business owners, ‘growth’ can be a loaded word.

I hear some saying - yes, they’re all about the growth and that’s their focus.

I hear others saying - no, I like my business the way it is, I’m not looking to grow at all.

And also saying - growth means more work from me and I just don’t have more to give.

Maybe there’s even another camp here that isn’t reflected. In spite of what you may think about growth in your own business I think it’s worth deconstructing what growth means.

Happy New Year!

I hope this email reaches you healthy, happy and ready for what’s coming this year.

I’m hearing from some of you that you are cautiously optimistic but approaching the start of the year slowly.

And I’ve heard from others that you are ready and putting your head down with clear intentions, and you’re moving ahead with your plans, regardless of what else is going on (Omicron be damned!).

Whatever your thoughts are on beginning your year, I want to ask you about goal setting.

Do you set goals?

And if you do…?

Do your goals light a fire within and get you excited to hit the ground running?

If your goals aren’t generating that kind of excitement, I encourage you to take a look and see how you can write or re-articulate your goals so that they do.

Because, if you aren’t excited by the prospect of moving ahead with your goals, then why do them? AND, you lower your chances of hitting them in the first place…

One of the reasons I see businesses plateau in their results is not funding, or lack of ideas, but resistance in letting go. Letting go and letting their employees do what they were hired to do.

And for some, simply hiring someone can be a huge hurdle to cross.

By letting go and increasing the responsibilities of those around you, you create one of the foundational components to growth and scale.

It can be difficult and challenging.

What does it often come down to?

Trust.

Trust in them, trust in your business as an overall entity, and trust in yourself.

There’s a lot of advice out there on leadership and sometimes it can make one feel that we have to have things perfectly figured out to be a good leader.

So, I’m suggesting that if you feel that way too, let’s agree that we can let that idea go completely.

In fact, I believe that’s the beauty (or challenge) of leadership…much of the learning is experiential and you have to live it, learn it, and be willing to try things out. Some will work, some will not. And, some will be painful and messy.

However, I think the intention, effort, and a mindset of continuous improvement can go a long way in expanding your leadership skills and creating a high-performing team.

This is a collection of ideas to inspire you in your leadership to dig in and explore ways to take your leadership to the next level so you can heighten results from your team…

Here is something to consider:

Does your business currently align with YOU and your goals? Does it provide you with what you need to live your life in the way you wish?

Here are two important considerations:

1. Does it align with your desired lifestyle while working?

2. Is it structured in a way to set you up for your lifestyle after you want to move on from your business? (whether that’s passing it down to children or management, selling it, or moving into an oversight position, etc.)

Do you think of your business in these ways?

If thinking of your business in these ways is new for you or you simply haven’t given it much thought then I invite you to spend a few minutes to entertain them.

The unconventional strategy: Create space to think.

This may seem odd to highlight, but stick with me here…

Often, we go and go and go in a business we’re trying to create and build. We feel like there’s never enough time, there are more clients or customers to attract, or new products or services to release in this quest of creating, building, and growing a business. There’s a lot of doing. And a lot of striving.

And that action-taking can be worthwhile.

However, there is another side of the equation to consider….and that side is the opposite of doing.

It’s about taking frequent pauses. Creating space for something else…..

How often are you creating space for thinking, reflecting, planning, and considering?

Happy New Year!

I hope you were able to enjoy your Holidays and they provided you with what you needed.

As we look to 2021 I feel optimistic and excited for what’s to come.

As I look around to the world I still see turbulence, uncertainty, and many challenges. And I also see beauty, kindness, and innovation - solving and addressing some of those challenges we face.

As I turn inward and think about the impact I want to have and the role I want to play, I think about things like:

You don’t need to get through your to-do list, focus on managing your priorities.

With changes happening regularly, sometimes hitting us daily, challenging our focus and shifting our plans, you can pretty much toss that to-do list out the window.

These days our weeks are anything but predictable, yet our work must continue.

So, how do we continue to adapt to our still-changing environment?

Beyond why you started your business, WHY did you start your business?

Let me explain…

Maybe your WHY was to build a business around a dream or passion, to achieve freedom and financial security, or to change lives through your product or service.

That’s great!

Now, that your business is a living breathing entity…what role will it play in your future?

Will it close when you’re ready to move on or will you try to sell it or pass it down?

Building a legacy or a company that will last beyond you is different than running a business for the purpose of providing an income now. Both are great goals, but the way you build and the focus for growth will be different.