Every business owner has goals—more growth, bigger impact, financial freedom, more fulfillment, and so on. But here’s the problem: most plans aren’t actually designed to get us there. Too often, we rely on generic strategies that don’t fit our specific goals, making the whole process frustrating and inefficient. Let’s change that.

Instead of following someone else’s roadmap, let’s create a sales and marketing strategy that actually works for your business.

A Quick Reality Check

This isn’t something you can knock out in five minutes, and it’s definitely not a one-and-done process. Your business will evolve, and so should your strategy. To get started, block off two focused sessions—2 to 3 hours each, within a few days of each other. If that feels like too much, then honestly, this article probably isn’t for you.

Session One: Brainstorming

This first session is all about dreaming big and answering some key questions.

Step 1: Get Clear on Your Numbers

Decide on a yearly revenue goal and break it down by month. For example, if you want to hit $400,000 a year, that’s about $33,333 per month. Simple, right?

Step 2: Identify Your Income Streams

List everything currently bringing in money—product sales, coaching, speaking gigs, whatever applies. Write down how much you’re currently making from each and how much you’d like to make.

🚨 Important: Don’t stress about the “how” yet. Just focus on what you want and put it on paper.

Step 3: Ask Yourself the Hard Questions

• What’s been working for me so far?

• What’s not working, or what do I no longer enjoy?

• What’s something new I want to try?

• What’s holding me back, and how can I remove those roadblocks?

Once you have your vision, it’s time to figure out how to make it happen. That’s what session two is for.

Session Two: Making It Happen

This is where you get into the action steps.

Step 4: Check Your Skill Set

Do you have the skills needed to reach your goals? Let’s say you want to land more speaking gigs—are you confident enough to deliver high-impact presentations?

If not, time to invest in yourself. That could mean reading five books, attending a few webinars, signing up for workshops, or even hiring a coach.

And if your excuse is, “I don’t have time,” then it’s time to figure out how to make time. Maybe that means hiring an assistant or delegating more.

Step 5: Find Your Market Fit

Ask yourself:

• What do people actually want that I can provide?

• Am I passionate enough about this to do it for free at first to build credibility and get testimonials?

Step 6: Reflect on Last Year

Look back on the past year and ask:

• What am I most proud of?

• What surprised me the most?

• How did I grow, and what did I learn?

This reflection will help you fine-tune your plan moving forward.

Now, Take Action

The strategy is only part of the equation—you have to do the work to make it happen. But if you take the time to create a plan that aligns with your goals, dreams, and values, you’ll be in a much stronger position to make real progress.

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