Those with goals are 10X more successful
Maybe you want to grow this year, maybe you want to retire, or maybe you want to boost client retention. Whatever you’re thinking, make sure you carve out time to define your goals and a plan for implementation and success.
These 17 attainable goal ideas are created with your agency in mind. All of the goals are split into 4 categories:
- Business Goals
- Client Success & Retention Goals
- Lead Management & Sales Goals
- Marketing Goals.
Read through the 17 goals, then use the accompanying goal worksheet to determine what your goals will be for the next year, 5 years, and 10 years!