Do Unto Yourself that Which You Do for Others
I assume you create smart strategic plans for your clients, but do you do the same for yourself?
We are currently in the midst of 2025 planning for all our client programs – a practice we implemented many years ago.
In the past, we didn’t think quite as strategically and focused on short-term needs rather than developing a truly long-term vision for programs.
However, now we can see past our noses and the shift in focus has helped create the best client programs possible. We set up a roadmap that aligns with the goals of the head of sales or marketing—one that we can agree on—and follow it throughout the year. This approach enables us to objectively evaluate our programs, identifying what works well and what needs improvement.
You need to adopt this same mindset for yourself.
Ask yourself: What do you want to achieve in 2025? Not just the numbers, but what you truly want to accomplish.
For example:
- Elevate my perceived expertise
- Broaden my appeal into new sectors
- Increase the number of high-visibility clients in the portfolio
- Better diversify the portfolio
- Strengthen our perceived client service offering
- Increase our perception of being a value-added player
These are just a few examples of the objectives we consider for our client programs.
You should establish similar goals for yourself.
Here’s the bottom line: you have to lay out some objectives beyond the numbers and create a plan to achieve them. If it’s “elevating my perceived expertise”, consider things like speaking engagements, writing and emailing to prospects thought leadership pieces, or hosting a webinar on a relevant topic.
If diversifying your portfolio is a priority, take a close look at your client list and determine where you can best leverage your expertise. You need to be objective and assess what is realistic in terms of prospecting (size of prospect, geography, etc.).
While it might be challenging to think long-term during these difficult times, it is essential now more than ever to adopt a broader perspective for your business.
Drop me a line (mark@rswus.com) or give me a call if you’d like some free advice.