Help Best

95: Annual Plans: Should You Do Them for Growth Clients?


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Up to 2025 every Two-Brain client built an annual plan with a mentor — often over multiple calls. Too many of those plans were never used. In this episode Chris explains why we moved annual planning into the Tinker stage: Growth clients are firefighting and don’t have the bandwidth to build or use long-term plans. He explains who should still do an annual plan, what we’re doing instead (daily access, weekly specialist calls, group coaching, and habit-building challenges), and gives mentors concrete scripts and rules for when to plan — and when not to. The bottom line: planning only matters when the owner can execute and delegate.

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Help BestBy Chris Cooper