Are you set up for success?

During the last 30 days there are naturally a lot of planning conversations that took place between myself, our team, and our clients. 

A new year is symbolic of change. 

So how can you set yourself up for success as we enter this fresh start?

I’m going to share exactly what we do so you can get the ball rolling.

I like to break my goals up into three categories: Financial, Professional, and Personal.

Financial:

The money talk. You may tell yourself, “You don’t do it for the money”, but at the end of the day, this is a big stressor for people. So, let’s start being OK with not struggling financially so we can enjoy life. 

Let’s say your goal is to bring in $30,000 in a quarter this year. 

Well, like any other goal, we need to first assess where we are at, and then devise a plan on how we are going to get there. 

Breaking this down into a monthly goal of $10k would be the first natural step.

Then breaking down into a weekly goal ($10,000 / 4.3) = $2,325 per week

This means you need to service how many sessions per week (minus what you bring in from recurring revenue, let’s say that number is $2,000/month), which leaves you needing $8,000 in in-person revenue or around 13 visits per week (if you average $150/visit). Not too crazy to imagine if you ask me….

Now if you want to work 3-4 days, you know how many you need per day. This is all simple math. 

But where it gets more complicated is determined by how you acquire clients. So let’s say you know you can get 2 clients per workshop you do, or you know that when you build relationships with other businesses, they send over referrals…

Now you’ll know EXACTLY how many workshops you need to plan or how many classes you need to drop into to achieve your new client goal to fill your schedule. 

I also hope this highlights the low volume needed per week using the Performance Provider Growth Model to hit a $10k month ;). 13 visits and $2k recurring revenue (aka: the cheat code).

Professional 

What are the things you’d like to accomplish professionally this year? I would challenge you to think beyond JUST clinical development. 

Maybe you have a clinical goal (some sort of CEU or certification), but also, what will expand you Professionally outside of clinical knowledge?

Will you invest in your sales skills? Will you learn more about marketing?

Will you start your own business?

THIS will be the key to growth and can also play a big part in helping you hit your financial goals. 

I want you to audit yourself and write down exactly what you feel is holding you back. Then I want you to start telling yourself the opposite story.

“What if I fail?” needs to become “What if I succeed?”.

Personal

A lot of us are conditioned to be high achievers, so financial and professional goals might be easy for you to come up with. 

But your personal goals are just, if not MORE important than the other two… simply because it's hard to pour from an empty cup. 

One of my biggest lessons from 2024 was being more balanced and less rigid with how I spent my energy. Some days I felt like creating a lot of content. Some days I felt like creating none. What I realized was the more I became aware of this, the better work I was able to do. I really just became more attuned to HOW I work instead of just constantly pushing down the gas pedal. And even though it felt like I did less, we grew… a lot!

So what will it be for you?

Maybe you want to hit a certain number of workouts per week?

Maybe you want to play more golf or start a new hobby?

Maybe you want to go on more dates with your significant other?

Whatever it is, make this your priority as personal goals become the easiest to remove from the goal sheet because they don't have as much of a measurable or tangible outcome… but you’re meant to enjoy your life as well. 

So now that 2025 is here, it’s time to take charge. 

It’s time to grow, evolve, change, and challenge yourself.

It can be the year you regain control or another year you wait… But the latter is always more expensive.