The rubber meets the road when businesses define their 1-Year Plan. Clay and Josh examine the various aspects of the plan and share experiences from client sessions on what makes for great 1-year goals.

Want to sell more? Stop selling. Ron Dichter of SIXPAC joins Josh and Clay to discuss his latest venture into payment software and share some timeless sales tactics. Further, they explore how AI is changing the landscape, but still requires tweaks to employ the lost art of human-to-human interaction.

How do you transition your vision to a plan? Josh and Clay provide insights into the 3-Year Picture as the turning point to begin making the organization’s dreams tangible and getting everyone in the company aligned with a powerful visualization exercise.

Everyone in the business needs a fundamental understanding of your ideal customers and messaging. Clay and Josh take a deep dive into the finer points of the marketing strategy and highlight the benefits alignment throughout the business.

Effective and efficient customer acquisition is critical for scaling a business. Andrew Kappel of LeaderLev joins Clay and Josh to discuss his proven process of working with sales and marketing leaders to align their teams, benchmark performance, and design roadmaps to help them create, convert, and expand their acquisition pipelines.

What’s the single largest long-term goal that the entire team rallies around? Josh and Clay explore what makes for a great Core Target and the pros and cons of different approaches they’ve seen with clients.

What are you best in the world at and why do you do it? Clay and Josh examine how to define and apply an organization’s Core Focus to keep the business on track and avoid shiny objects.

Core Values are an essential set of guiding characteristics that set the foundation for a company’s culture. Josh and Clay unpack the discovery exercise and filters for organizations to uncover the values that already exist within their company.

Cash isn’t king. Cash flow is. Clay and Josh discuss financial alignment amongst the leadership teams and five critical measurables to track on your scorecard to maintain an objective view of the health of the business.

Many business owners have plans to grow, but report not being able to acquire qualified talent. Josh and Clay discuss apprenticeships, continued education, and training programs that their clients are proactively implementing to meet their needs.