Sales & Business Development

Year-End Planning for Business Owners
December 10th, 2025 at 3pm EST

Before you rush into 2025—pause.  Reflect. Plan.

Join us for a focused, no-fluff strategic session designed to help business owners:

*Audit 2024 with clarity
*Build a simple, powerful 2025 plan
*Eliminate chaos and align your calendar, team, and goals
*Start the new year with structure, not stress

This isn’t about resolutions. It’s about results.

If you're ready to lead with intention—not just react—this session is for you.

Preparing for 2026 as a Business Owner

2026 is fast approaching, and as business leaders, this is the ideal time to pause, reflect, and plan intentionally for the year ahead. Use this guide to ensure you enter 2026 with focus, clarity, and renewed momentum.

Reflect and Realign

Start by reviewing your progress from 2025 — your wins, challenges, and growth areas. Ask yourself:

• Have my actions this year aligned with my larger vision and values?
• Am I investing my time and energy in the right priorities — both professionally and personally?

Strategic Steps for 2026 Planning

1. Set Your 2026 Intentions:
Define what success truly looks like for you in 2026 — both in business and in life.

2. Identify Your Top 10 Goals:
List the goals that matter most.
Attach meaning to each — why does it matter, and what will achieving it unlock for you?

3. Break Goals into Milestones:
Translate big goals into quarterly, monthly, and weekly actions.
Make each milestone specific, measurable, and within your control.

4. Choose a Theme for 2026:
Select a single word or phrase to anchor your mindset and decisions throughout the year (e.g., “Elevation,” “Systems,” “Freedom,” “Impact”).

5. Celebrate 2025 Accomplishments:
List 25 key achievements from this past year — both big and small. Recognize progress before you plan what’s next.

6. Reassess Longstanding “Shoulds” and Unfulfilled Goals:
Identify the goals that have been carried forward for years. Are they still relevant? If not, release them.

7. Eliminate Energy Drains:
List 20 tasks, habits, or situations that drain your energy or productivity. Create a plan to delegate, automate, or delete them.

8. Spot 2026 Opportunities:
Identify your top 10 opportunities for growth — whether that’s entering a new market, deepening partnerships, developing new capabilities, or scaling strategically.

Final Thought

By following this process, you’ll design a 2026 roadmap that’s not only action-oriented but fully aligned with your values, purpose, and desired lifestyle.

Success in 2026 won’t come from doing more — it will come from doing what matters most with clarity and intention.

What will your theme for 2026 be?
Share it below and commit to leading your next year with purpose.

#2026Planning #StrategicLeadership #IntentionalGrowth

How do you keep confidence steady when everything around you is shifting?

Change is inevitable but uncertainty doesn’t have to be.

The best leaders know that clarity, communication, and consistency are what keep people grounded.

Are you leading with enough transparency to maintain confidence through change?https://media.licdn.com/dms/image/v2/D4E10AQGi8AfWKe1T8w/image-shrink_1280/B4EZraOQDYKYAM-/0/1764597760981?e=1765461600&v=beta&t=GgijOGDY5QVvuf88U7eqMK2ee3kXi6A9xCkNiAzJWR8

It's a new quarter and so often, entrepreneurs focus on external achievements—revenue, market share, and accolades. But true, sustainable growth starts from within. By cultivating emotional intelligence and self-awareness, you lay the strongest foundation for any business endeavor.

What internal strengths can you amplify today?

Change only happens when the product of Dissatisfaction meets a Vision and knowing some First Steps overcomes and is greater than our Resistance to  that Change!

This highlights a key framework for understanding how meaningful change occurs, particularly when a business is attempting to grow past a "ceiling of complexity." A ceiling of complexity refers to the point where the systems, processes, or strategies that previously worked for a business no longer suffice to sustain growth or efficiency, often leading to stagnation or chaos.

Breaking this idea into its components:

1. Dissatisfaction (D)

• What it means: Dissatisfaction is the recognition that the current state is inadequate or problematic. For a business, this might manifest as frustration with bottlenecks, inefficiencies, declining revenue, or missed opportunities.
• Why it's essential for change: Without dissatisfaction, there's no motivation to change. Businesses often resist change because it disrupts the status quo, but when dissatisfaction grows—whether through pain points like lost market share or internal inefficiencies—it creates a sense of urgency.
• Relevance to growth past complexity: Reaching a ceiling of complexity often forces dissatisfaction to surface because the old ways of working no longer scale effectively. For example, a company growing from a startup to a mid-sized business might find that informal communication no longer works, requiring more formal structures.

2. Vision (V)

• What it means: Vision is a clear and compelling picture of what the future could look like if the change is successfully implemented. It acts as a guiding star that inspires and aligns efforts toward a common goal.
• Why it's essential for change: Even if dissatisfaction is present, without a vision, change efforts lack direction and energy. People need to see not just what is wrong but also what is possible. For instance, a company envisioning streamlined operations, happier customers, and higher profits is more likely to galvanize its team to pursue new strategies.
• Relevance to growth past complexity: Vision helps a business redefine its purpose and reimagine its systems to move beyond the barriers imposed by its current complexity. This might include adopting new technologies, entering new markets, or restructuring teams.

3. First Steps (FS)

• What it means: First steps are the initial, tangible actions that signal progress toward the vision. These are practical and manageable tasks that help reduce the overwhelming nature of large-scale change.
• Why it's essential for change: Knowing the first steps makes the change feel attainable. Without clear actions to take, the process of change can feel paralyzing. For example, if a business decides to overhaul its customer service, a first step might be conducting a needs assessment or piloting a new software system.
• Relevance to growth past complexity: Complexity can feel like an insurmountable problem, but identifying and taking first steps (like training employees on new tools or hiring a consultant) builds momentum. These early actions demonstrate commitment and make progress visible.

4. Resistance to Change (R)

• What it means: Resistance encompasses the fear, inertia, or skepticism that hinders change. This could be due to comfort with the status quo, lack of understanding, or fear of failure.
• Why it's essential to address: Change initiatives fail when resistance outweighs the combined forces of dissatisfaction, vision, and first steps. Businesses must actively manage resistance by addressing concerns, providing support, and building buy-in.
• Relevance to growth past complexity: In complex systems, resistance often comes from fear of disrupting what’s already working, even if it’s imperfect. Leaders must recognize and mitigate resistance by communicating benefits, involving stakeholders, and celebrating small wins.

The Formula for Change:

Change (C)=(D×V×FS)>R\text{Change (C)} = (\text{D} \times \text{V} \times \text{FS}) > \text{R}Change (C)=(D×V×FS)>R

• Interpretation: Change occurs when dissatisfaction (D), vision (V), and first steps (FS) combine in such a way that their product exceeds the resistance (R). Each element is necessary; if any one is weak or missing, the overall effort will likely fail.

Application in Business Growth:

When a business hits a ceiling of complexity, this framework helps leaders strategize how to move forward:

1. Identify Dissatisfaction: Pinpoint areas where complexity is limiting growth (e.g., slow decision-making, high employee turnover).
2. Clarify Vision: Paint a clear and inspiring picture of what success looks like beyond the complexity ceiling (e.g., more streamlined processes, scalability, or innovation).
3. Define First Steps: Break down the larger change into actionable, manageable steps that make the vision seem achievable.
4. Overcome Resistance: Actively address fears and objections by communicating benefits, offering support, and involving key stakeholders.

By systematically applying this formula, businesses can navigate complexity and unlock new opportunities for growth.  Join our paid community to get access to proven coaching that will blow you past your ceiling of complexity and make you CHANGE!

Preparing for 2025 as a Business Owner

2025 is approaching quickly, and as business leaders, this is the perfect moment to pause, reflect, and intentionally plan for the year ahead. Here’s a guide to ensure you start 2025 aligned with purpose and clarity:

Reflect and Realign

Begin by assessing your achievements, challenges, and growth opportunities from 2024. Ask yourself:

• Have my actions this year aligned with my larger vision and values?
• Am I focused on the right priorities in my business and personal life?

Strategic Steps for 2025 Planning

1. Set Your 2025 Intentions:
   • Define what success looks like for you in 2025.
2. Identify Your Top 10 Goals:
   • Include both professional and personal priorities.
   • Attach meaning to each goal—why does it matter to you?
3. Break Down Goals into Milestones:
   • Divide them into quarterly, monthly, and weekly actions to keep them achievable and measurable.
4. Choose a Theme for 2025:
   • Select a word or phrase to encapsulate your focus for the year (e.g., “Growth,” “Balance,” “Impact”).
5. Celebrate 2024 Accomplishments:
   • List 25 key achievements from this year. Acknowledge and celebrate your progress.
6. Reassess Longstanding “Shoulds” and Unfulfilled Goals:
   • Reflect on any goals you’ve carried over year after year and evaluate their relevance.
7. Eliminate Energy Drains:
   • Identify 20 tasks, habits, or situations that have been depleting you. Develop strategies to address or eliminate them.
8. Spot 2025 Opportunities:
   • List your top 10 opportunities—whether they are new markets, personal development paths, or business partnerships.

By following this structured approach, you’ll create a roadmap for 2025 that isn’t just action-oriented but deeply aligned with your values and aspirations. Remember, success is about clarity, focus, and intentional effort.

Let’s make 2025 a year of purpose and progress. What will your theme for the year be? Share in the comments below!

#2025Planning #BusinessLeadership #IntentionalLiving

Make no mistake- we are typically our own biggest challenge as we grow our business and engage in sales!

In our journey through life, we often encounter parts of ourselves that we love and others we tend to hide away. These hidden parts—our inner struggles—represent fears and doubts we may want to ignore. But by facing them, we can unlock our true potential.

Healing involves an honest look at our vulnerabilities, allowing us to reframe and integrate these aspects into our lives. This process fosters inner harmony and resilience, helping us navigate challenges with strength.

When we accept every part of ourselves, we step into authenticity and align with our true purpose. This is where we find freedom—no longer weighed down by fear. Embracing our hidden selves paves the way for a life of congruence, where every step reflects our true essence.

Be ok with your hidden self- it’s part of you and that’s ok!  This will help grow your resilience and unlock your business growth!

To begin the process of building your resilience from adversity let's start with a simple exercise to gain life clarity:

The Life Clarity Map

This exercise helps align your current state with your desired future, drawing insights from reflective questions and actionable steps​​​.

Step 1: Reflect on Core Values

• Question: What values matter most to you? Examples include family, achievement, integrity, or creativity.
• Write down at least five core values.

Step 2: Assess Your Current State

• Using a scale of 1-10, rate how aligned you currently feel with each value in your daily life​​.
• Note specific areas where you feel a lack of alignment.

Step 3: Define Your Ideal Vision

• Imagine yourself in 5 years:
  • What are you doing?
  • Who are you with?
  • What impact are you making?
  • Write this down as vividly as possible to create a clear picture​​.

Step 4: Identify the Gap

• Compare your current state to your vision.
• Ask:
  • What’s one change you can make immediately to better align with your vision?
  • What’s a habit or action that would help you bridge the gap?

Step 5: Commit to Action

• Choose one habit or practice to implement daily.
• For example: "Spend 10 minutes visualizing your ideal day" or "Set a specific weekly goal aligned with one of your core values"​​.

Step 6: Review and Adjust

• Schedule a weekly check-in:
  • Are you moving closer to alignment?
  • What’s working, and what needs adjustment?

This simple yet effective process helps clarify what truly matters and aligns your daily actions with your long-term goals.

We will build on this starter exercise- remembering that a solid foundation allows for lasting growth and prosperity!

Adversity to Resilience Exercise

Start thinking about your thinking! Make sure you're in the right forest....

To find clarity in your current life situation, identify the areas that need focus, and set actionable goals to build resilience and create balance.

Step 1: Where Are You Now?

1. Reflect on Key Areas of Life:
   • Business and Career
   • Financial Independence
   • Health and Fitness
   • Family and Personal Life
   • Social and Community Service
   • Personal Growth and Development
   • Spiritual Development and Inner Peace​.

We will share some exercises next time on these areas- for now, start thinking about where you are in these areas of your life and we will dive into some reflections...with this, you will begin to have more CLARITY!  

Welcome to the Sales and Business Development Channel on The Great Discovery!

We're thrilled to kick off our journey with an essential and transformative topic: Clarity. As professionals in sales and business development, we know that clear goals and precise strategies are the foundation of success. This channel is designed to be a collaborative space where we explore, learn, and grow together.

Our First Subject: Clarity – Identifying Your Starting Point

To achieve excellence in our field, it's vital to first assess where we currently stand.  We will focus on four key areas critical to personal and professional success:

1. Business and Career: Defining the ideal path that challenges and inspires.
2. Financial Independence: Creating benchmarks for stability and growth.
3. Health and Fitness: Building the energy and resilience to thrive.
4. Family and Personal Life: Strengthening relationships for lasting happiness.

Objectives for This Discussion

• Gain insights into balancing professional success with personal fulfillment.
• Identify benchmarks to measure progress in these key areas.
• Discover strategies to align actions with long-term goals.

As we delve into these concepts, we'll use tools like the Adversity To Resilience exercise to visualize our starting points and track progress. This is about fostering a deeper understanding of where we are and where we aim to go.  Next up, we will share this exercise for you to work through yourself!

We encourage you to actively participate, share your insights, and engage in meaningful discussions. Let’s create clarity, one step at a time, as we set the stage for remarkable growth in both our personal lives and professional journeys.

Welcome aboard, and let’s discover greatness together! 🚀