Learn how to reclaim your time, lock in your profit, and lead with systems that make the business run (and grow) without you holding it all together.

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Get the strategies and systems to unshakably scale your business.
Learn how to reclaim your time, lock in your profit, and lead with systems that make the business run (and grow) without you holding it all together.
Most people think they’re bad at following through.
But often, the goal was the problem… not the person.
In this episode, I’m sharing the five shifts that completely change how you set goals and dramatically increase the likelihood that you actually reach them.
These shifts came straight out of my own business planning retreat, recorded from a hotel room just an hour before checkout. Stepping away from my routine gave me the clarity I needed, and now I’m passing that clarity on to you.
Well, hey there, and welcome back. As I record this, I'm wrapping up my very own business planning retreat. I'm literally sitting in a hotel room an hour before checkout time after spending two nights here focused solely on my business. There's something really powerful about getting away from your normal environment, your normal routine, and all of your responsibilities, and focusing on your future. Now, part of my process was setting goals for the year. But here's the thing. In order to achieve your goals, you have to start by setting better goals. Yeah, I know, right? Like, we set goals all the time, and you don't even think about how the goals that you set, the language you use, the thought behind them may actually impact whether you achieve that goal at all.
So I have five steps to help you set better goals. Number one, narrow your goals. When I started brainstorming, I quickly filled an entire page with things that I'd like to accomplish. And if you're anything like me, then I know that you could do the same. If I adapted every single one of those as goals, how many do you think I would actually accomplish? It's been a while ago, so I don't recall the actual source, but I read some research once on how with every additional goal that you add, the likelihood of accomplishing each goal dramatically decreases. Crazy, right? There are all of these things that you want to do, and you think that that's a good thing, but by adding more, you accomplish less. Goals require intentional allocation of resources like time, energy, attention, money in order to be met. And having many goals means that these goals actually are competing with one another for those resources.
So you've gotta narrow your goals. Set one to three goals, tops. Write them down, and then go all in. And I encourage you, if you do set more than one, consider varying the start time. For example, you could focus on starting one goal each quarter instead of overwhelming yourself by starting all three right away on January 1st. My second step for setting better goals is to set goals that motivate you. The goal itself and the why behind it has to be enough to keep you motivated. No one else can want it for you. I'm going to say that again.
No one else can want it for you. So you need to connect with your vision enough that you will show up to do the work. You have to be honest with yourself about whether you really want something before setting it as a goal. That means also that your why needs to go beyond the impact that it will have to others. Yes, it's amazing that your goals will impact others, but if your why doesn't have a selfish aspect to it, you'll inevitably and probably subconsciously slow down, procrastinate, or give up altogether. When things get tough—and you know they will—what happens when you make your goals all about others? You have no idea how many times, and maybe you've said this and you didn't know any better and that's okay, but now you will.
Maybe you've said something like, “My why is my kids,” or maybe you talk about your why being all of the people that you're going to help. Those things are great. They are certainly added benefits. But in order for you to stay motivated, there's gotta be a reason for you. You've gotta ask yourself, “What's in it for me?” So I want you to have some fun imagining how life will be for you after you accomplish your goal. Again, be really honest with yourself about whether you really want this. Because if you don't and you do end up procrastinating or giving up, then what happens? You just stay stuck and unhappy. And that's not what I want for you.
I want you to reach your goals. And so setting a better goal means making sure that it's a goal that motivates you from the beginning. Number three, set SMART goals. Now, SMART is an acronym used for specific, measurable, achievable, relevant, and time-bound. Specific meaning it's gotta get super nitty-gritty—not some big vague goal—but get really clear on what you're talking about. You want to make it measurable so you can actually track your progress. It needs to be something that is achievable.
You might have this goal of making a billion dollars, but if it's your first year in business, you might want to consider whether that's really achievable for you. Make your goal relevant—meaning relevant to your mission and your vision, what you actually want out of life—relevant to your business, your stage of business, your stage of life. Time-bound: give your goal a due date. We're talking about annual goals. Maybe it's something you want to accomplish by the end of the first quarter. Be really clear on that.
So again, set SMART goals. Number four, your goal needs to be actionable. Now, there are a few aspects to this. First, it comes down to the language that you use when you set your goals. Don't say “I want to” or “I need to.” Say “I will.” Then get clear on the input required for the outcome that you want. Reframe the goal for the actions that you want to consistently take instead of setting a goal for what the outcome will look like.
Set the goal for the smaller actions that you'll take consistently so that that's where your focus is. And then attach details like the when, the where, and the how to your goals so there's no question about your next step. I'm going to give you an example to make this really clear for you. So a SMART goal could be, “I want to gain more visibility by reaching 100,000-plus women with my message this year.” That meets the requirements of a SMART goal. But making it actionable in this step means that you take that a step further and break that down. Instead, you may say something like, “I will secure one guest speaking opportunity per month by sending out five pitches each Monday after staff meeting.” So again, I changed it from “I want to,” to “I will.”
I got clear on the input that would be required to get the outcome, which keeps you from procrastinating, by the way. If you know that every single Monday you need to send out five pitches, you're less likely to wait until December 1st to try to hit that goal for the year. You know you've got to get started now. And then I also attached it to another event—something that already happens routinely. By saying that I will do this every Monday after staff meeting means that something that I'm already in the habit of doing will be a trigger. This helps you take action, and that's what you need to do in order to accomplish your goals. Number five.
My last step for setting better goals is to give your goal an upper threshold. Now, we tend to use language like “at least” or “a minimum of,” and then we think to ourselves that anything more than that would be incredible. But our effort will match the goals that we set. And if we're setting a minimum goal, then what do you think we're going to put in? The minimum effort. Whatever we think is required to hit the number that we set is what we're going to do, even subconsciously. So I like to use a good–better–best method for my goals. The minimum number is the good number, but then I set two higher numbers so I have a range. And when I make my plan to meet that goal, I base the plan off of the best number.
So instead of saying you want to book at least 20 clients into a certain program and then basing your marketing on that minimum number, then maybe you'll set that as your good number. But set a better number at 35 and a best number at 50, and then the energy and the effort that you bring would be for booking in 50 clients. And I bet you that's going to be very different than 20. If you knew right now that you needed to book 50 clients versus 20 clients during a launch, how would your launch look differently? I know from experience—myself and with my clients—that it will push you harder and further and faster. It requires that you play bigger and stop playing it safe and make you really go for it. And then the thing is, you'll still be okay if you land anywhere in that range. You set a good goal that you're okay with. You're going to go for the higher goal, and when you fall within that range, you'll still be happy.
But if you go for the minimum goal and you don't hit that, well, that was the minimum. So of course you're going to be disappointed with your launch. So again, I encourage you to set both your minimum threshold and to set an upper threshold. Give yourself a range of good, better, and best. It is time for me to pack up and call this business planning retreat a wrap. I'm going to go meet my family for lunch, and then I'm meeting with my assistant to share the plans and to put things into action. We're going to sit down and map things out, get it into my project management tool, and plan for a team meeting with the rest of the team later this week. One thing I know is that I will definitely do this again.
I really enjoyed it. And this is probably going to become an annual tradition for my business. And I also think it would be a lot of fun to go on a personal trip with my husband to talk about personal goals and family goals. So maybe I need to add that into the mix as well. I highly encourage you to take some time out to plan. Set aside some time. And remember, goal setting isn't enough. In order to accomplish your goals, you must start by setting better goals. Okay, I'll talk to you soon.
Grab our step-by-step workbook to free up 10+ hours of time off of your schedule per week.
Get the strategies and systems to unshakably scale your business.
Learn how to reclaim your time,
lock in your profit, and lead with systems that make the business run (and grow) without you holding it all together.
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