Head Heart & Boots

Ep 185 - "The Heart Of Planning"


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I’m Chris, and in this episode Brandon and I talk about what year-end planning really looks like when you stop chasing perfect dashboards and start leading with purpose. We unpack what worked for Floodlight this year, how we intentionally ran lean to leap ahead, and why your team’s buy-in depends on more than KPIs.

What We Cover

[00:01:12] Planning Q4 like an investor and how we turned red months into green growth
[00:05:11] Why most leaders undervalue strategic planning and treat it like a checklist
[00:08:57] Mission before metrics and how to build KPIs that actually drive vision
[00:14:25] The “100 Point Week” system for sales reps and why simple wins
[00:20:06] How C-suite dashboards actually work with 3 to 4 key metrics
[00:31:38] Aligning sales and operations around customer experience, not just numbers
[00:53:36] Tommy Mello’s story about building a dream big enough for others to fit inside it

Key Takeaways
  1. Plan on purpose, not by habit.

  2. Use fewer, clearer KPIs.

  3. Simplify tracking so reps can sell, not babysit CRMs.

  4. Make your mission about people, not profit.

  5. Audit your own leadership because culture is the real KPI.

    If you’re leading a restoration or home-service company and planning for next year, this episode is your field guide for making 2026 different.

     

    Did you know...

    Only 30% of businesses listed for sale actually find a buyer? Even more striking, just 10% of those sell for the price their owners anticipated or higher, meaning only 3% of all business owners achieve their desired sale price. By focusing on understanding and enhancing your enterprise value, you can significantly boost your chances of joining that successful 3%.

    Business Health & Value Assessment

    Start Assessment Know Your Enterprise Value. See Your Potential Gaps.

    Complete this assessment in less than 15 minutes and receive a free assessment for your business that includes:

    • A Lite Valuation Of Your Business
    • Your Value Multiplier Per Your Industry
    • Health Assessment Per Our PYB Methodology
    • Business Value & Growth Roadmap Tailored For You
    • Value Acceleration Strategies
    • Spotlight on Floodlight: Your Secret Weapon for Sales & Scaling

      This isn’t a paid plug. It’s real talk from the front lines. If you’ve ever thought, “How do I get a VP-level sales leader or even a sales team without hiring full-time?” Floodlight has the answer.

      Fractional Sales Leadership
      • They act as your outsourced VP of Sales, taking full responsibility for training, managing, and growing your sales team. No six-figure hire needed.

      • Clients often close 20 to 50 percent more deals within six months, thanks to data-driven coaching, CRM setup, scripts, and performance reviews.
        More at floodlightgrp.com/sales

        Commercial Sales MasterCourse
        • A self-paced, video-driven B2B sales course designed specifically for restoration teams. Perfect for building commercial revenue and getting free from TPA handcuffs.

        • Covers mindset, prospecting, pipeline building, LinkedIn lead generation, and includes a $250 discount with code SALESBOOST.
          Details at floodlightgrp.com/courses

          Tailored Consulting & Coaching
          • Floodlight’s Propel Your Business methodology offers a full-circle roadmap: financials, sales, marketing, leadership, recruiting, productivity. All built for contractors.

          • These aren’t “life coaches.” They’re former restoration owners who’ve lived the chaos and know how to scale out of it.
            Explore more at floodlightgrp.com

            Live Training, Tools & Strategic Partnerships
            • Floodlight also delivers live onsite and virtual training, keynote speaking, and leadership tracks covering operations, project management, and strategic growth.

            • Bonus: They’ve vetted tools like Xcelerate, Liftify, and Sureti. Floodlight clients get access to exclusive discounts on tech that actually moves the needle.
              See all partnerships at floodlightgrp.com/partners

              Why it matters for you as a listener
              • You don’t need to figure this stuff out alone.

              • If you’re serious about sales growth, operational clarity, exit readiness, or leadership development, Floodlight is already helping folks like you scale smarter.

              • And you get it from industry insiders. People who’ve sat in your chair, survived the fires, and built systems that actually work.

                ...more
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                Head Heart & BootsBy Floodlight Consulting Group, LLC

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