Wednesday Nov 1, 2023 | 9:30 AM - 3:30 PM | St. Charles Office

Or

Wednesday Nov 8, 2023 | 9:30 AM - 3:30 PM | West Office

Lunch and Snacks provided at each workshop by our core services:

Strategic Planning Workshop: What to Expect

• Create - Evaluate your transactions to create your data to work with

• Assess - Where you are with the Areas you Utilize and those that need attention

• Adjust - What do you need to Continue, Start or Stop in your Business, Skills, Money Management, Work-Life Balance, Other.

• Calculate - Profit & Loss Statement

• Calibrate - Estimate the number of contacts you need to make per workday to reach your financial goals

• Schedule - Yearly, Monthly and Daily Time Blocking

• Strategize - Your goals and the Action Items to meet them.

• Track - Inspect what you expect from your Lead Generation Activities

Strategic Planning Success

• Discover Your Motivating "Whys"

• Flow Planning & Developing Your Marketing Calendar

• Identifying Business & Financial Goals

• Mapping Your Year