Name | Most Important 2022 Goal | What Business Will Benefit from This Goal? | How This Goal Will Benefit Your Business | What Can We Do Specifically Support You in Achieving Your Goal? | What Professions Are Best Fitted to Help You Achieve Your Goal? |
David Smith | Receive 1 new business branding client/month in 2022 | · Professionals branded under other businesses: Realtors, Mortgage Brokers, health supplements…
· Businesses in categories with a lot of competition. · Businesses that want to sharpen their message. · Business that would like to achieve more traction. |
· Will solidify the new service I’ve been designing and testing.
· Will lead to additional services I offer. · Bring me more target client referrals |
· Bring me the professions I need in this group | · Graphic Artists
· CPAs · Bookkeepers · Financial Planners |
Michael Morrow | To develop a full YouTube Channel
This will add to my Instagram and Facebook |
Will have a following in each social media platform.
Allow consistent follow-up. |
· Don’t be afraid to be interviewed by Michael | · Anybody | |
Mark Peco | Double number of insurance carriers I’m affiliated with. Currently 25, Goal: 50 | Commercial Businesses
Brick and Mortar businesses. We offer: · Business Insurance · General Liability · Workers Comp · Commercial Vehicle |
Change from being captive agent. Will bring us to breakeven point and beyond compared to when we were a captive agent. | · Accountants
· Business Bankers · Commercial Realtors |
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Gary Forsch | Become a Legal Shield Exec Director.
$1,400 premium monthly |
Identity Protection
Legal Protection Small monthly subscription |
Residual Income, Commissions and Overrides | Refer anyone interested in protecting themselves. | · Brick & Mortar
· Home Businesses · Families |
Robin Grayson | Close 1 deal/month:
Listing, working with buyer. |
Residential
Commercial Business Franchise Startups |
Refer:
Anyone looking to buy or sell residential or commercial property or a business Interest in opening a franchise |
Trust Attorneys
People in transition: Exiting military, moving to a new state. |
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Satyra (sa-ti-ra) Tyler
REALTOR® #BS.145998 Select Properties Group 702-908-9766 |
Be consistent on my YouTube Page | Will help me gain exposure and build a sphere of influence | Support my YouTube page, refer others, give me honest feedback | Anyone | |
Laura Schneiderman
Sales Executive 702-808-6094 Payment Processing lauras@spoton.com |
Help 5 new clients/month
Spot-on business software |
Help connect to your clients, streamline processing
· Payment Processing · Automated Marketing · Loyalty Program · Invoicing · Reviews · Appointment scheduling, reservations |
Help people | Refer retail stores, online businesses
Restaurants |
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Rich Simon | A better year for me and you in 2022
1 new install/week |
Anyone who has a higher utility bill than they can comfortably pay.
NV Energy customers |
Realtor
CPA Roofing Company Pool Company |
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Stan Shields | Bring referrals:
· Network marketing leaders. · Realtors · Copier salespeople |
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Gaby Raguay-Williamson
The Petite Organizer LLC 702-848-2866 gaby@thepetiteorganizer.com https://www.linkedin.com/in/gabrielaraguay/ https://www.instagram.com/thepetiteorganizer/ |
2 new clients/month
Launch a support group program: “Decluttering Accountability” |
Busy professionals | Increase revenue
Add testimonials |
Follow me on LinkedIn, Instagram, Recommend networking events. | Realtors
Home Cleaning Services Realtors |
Julie Harris
Farmers Insurance |
Sell one life insurance policy/month. | Reach my required goals. | · Refer people considering life insurance
· Young people starting out in life · Young families · New child in family |
Wills/Trust Attys
Estate Planning Attys Financial Advisors |
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