Just got back from a working retreat with my business partners, Yves and Jerred, where we knocked out our quarterly planning. Jerred led an awesome exercise I want to share. If you are not tracking and planning in your business, you are driving blind. This simple framework can give you clarity and help you make serious progress in the next 90 days, maybe even double your revenue. As a profession, we are often great clinicians but terrible at business. This planning process is a learnable skill, just like dry needling.

🔑 Key Takeaways:

• Set a Clear 90 Day Revenue Goal: Start with a specific, measurable financial target for the next quarter. Example: Go from $5,000/month to $10,000/month.
• Focus on Three Pillars: Marketing, Sales, Fulfillment: Under your main goal, create three columns for these areas. List 3 to 5 actionable bullet points under each that will directly contribute to your revenue goal.
• Identify Actionable Steps for Each Pillar: For marketing, it might be "teach 2 workshops/month." For sales, "increase front end conversion from 50% to 80%." For fulfillment, "send handwritten thank you cards to all new patients."

🧠 Pro Tip:

• Do not try to figure this all out on your own, especially sales. If you are not good at it, you need guidance and support. Invest in yourself, whether it is courses, books, or a mastermind, to improve these critical business skills. That is how you get exponential results.

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