Strategy + Planning: 2 Keys to Success in 2023

Strategy + planning are two of the most important steps to getting what we want. I love this quote by Peter Drucker because it reminds me of exactly that. He says: “The best way to predict the future is to create it.”

What happens without planning…

A few years ago my husband and I took a weekend trip to St. Louis for his parents’ anniversary. We were excited to get away. However, for some reason, no one had done any planning for what we would do when we got there. Usually, my mother-in-law and I have a whole spreadsheet of data, ready for a structured and pre-planned vacation!

As a result, we didn’t get to take a tour of Busch Stadium. Nor did we get to go up to the top of the Gateway Arch. We did, however, spent a whole lot of time hanging out in our hotel room, playing Candy Crush, and trying to find something we could do that didn’t require a pre-purchased ticket. 🤦‍♀️

The only thing I can remember us doing that entire weekend was a walk-up tour of the Anheuser-Busch Brewery. There was no strategy + planning for this trip at all. Honestly, this was not my idea of a vacation well-spent as I’m not really much of a beer drinker (I don’t like to taste my alcohol…lol).

The same is true for anything in life and business

• ❌ If you don’t create a marketing plan, you won’t sign on new clients.
• ❌ Without a simple way to invoice clients, you won’t make any money.
• ❌ When there’s not a consistent process for serving your clients, you end up with a lot of manual work, time wasted, and potentially unhappy clients.

But when you create a strategy + plan around what you actually WANT, you are much more likely to get it.

This is exactly what I do for my clients.

First, I help them “predict the future” of their business by creating a strategically planned process for moving clients through their pipelines.

Next, I use that strategy + planning that we did together and I build out their automated workflows in Dubsado.

Finally, I offer a 30-day support period to make sure everything runs smoothly as they start using their new automations.

With a strategy + plan in place…

My clients are able to:

• ✅ Identify which projects are in which stage of their process
• ✅ Know what steps come next for each project without wasting time trying to backtrack through emails
• ✅ Have a clear idea of which projects to work on each day, therefore “predicting” their workloads and the future of their businesses

If you’re looking for help with predicting the future of your business, click here to schedule a free consultation with me!

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