Joshua NelsonSeven Figure Agency · Mentor / Coach at Seven Figure Agency

Help clients clarify next year’s direction with real breakdowns

Name: Help clients clarify next year’s direction with real breakdowns
Uploaded: 2025-11-30T18:00:39+00:00
Duration: 42 s
Channel: Joshua Nelson
Description: Walk clients through a concrete breakdown of their annual revenue goal into monthly targets, then calculate the leads needed each month to hit those…

30 Nov 2025 · 1 min

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Walk clients through a concrete breakdown of their annual revenue goal into monthly targets, then calculate the leads needed each month to hit those numbers. Using simple spreadsheets to make the math tangible creates clarity and positions you as someone who actually understands their business.

Chapters

You wanna spend some time to help them really clarify where they're looking to go over the next year. And you'd be surprised, even large companies kind of struggle with this. They, they maybe they set a goal, they set a target, here's where I want to go in the new year, but they don't break it down. They don't break it down by month. They don't break it down by what that's gonna take from a lead generation perspective. And so what you wanna do is workshop with them, like, what's the revenue goal? All right. And if that's the revenue goal, how do we divide that out? How does that break down monthly? And then, all right, well, that's where we want to be every single month. How many leads will we need to generate? In order to make that a reality. That gives an aha moment. That makes them feel like, wow, this was a great workshop. I've already gotten some great insights. And if you can help them use calculators or spreadsheets to figure this out, they're gonna love you for it.