|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
· 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.
· 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
|Gary Forsch||Become a Legal Shield Exec Director.
$1,400 premium monthly
Small monthly subscription
|Residual Income, Commissions and Overrides||Refer anyone interested in protecting themselves.||· Brick & Mortar
· Home Businesses
|Robin Grayson||Close 1 deal/month:
Listing, working with buyer.
Anyone looking to buy or sell residential or commercial property or a business
Interest in opening a franchise
People in transition: Exiting military, moving to a new state.
|Satyra (sa-ti-ra) Tyler
Select Properties Group
|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|
Payment Processing firstname.lastname@example.org
|Help 5 new clients/month
Spot-on business software
|Help connect to your clients, streamline processing
· Payment Processing
· Automated Marketing
· Loyalty Program
· Appointment scheduling, reservations
|Help people||Refer retail stores, online businesses
|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
|Stan Shields||Bring referrals:
· Network marketing leaders.
· Copier salespeople
The Petite Organizer LLC
|2 new clients/month
Launch a support group program: “Decluttering Accountability”
|Busy professionals||Increase revenue
|Follow me on LinkedIn, Instagram, Recommend networking events.||Realtors
Home Cleaning Services
|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
Estate Planning Attys