In this behind‑the‑scenes video, Speaker A walks viewers through a two‑day strategic planning session held with the leadership team of Plumbing and HVAC SEO. Day 1 focused on reviewing the organizational chart, assessing strengths, weaknesses, and opportunities, and establishing a three‑year vision of becoming a $10 million digital‑marketing agency serving 250‑500 plumbing and HVAC companies. Day 2 centered on translating that vision into a one‑year target of $5 million in revenue by the end of 2020, breaking it down into quarterly and monthly goals, and identifying the key 90‑day "rocks" that will drive progress. The process follows the Entrepreneurial Operating System (EOS), referencing Gino Wickman’s book Traction and featuring Cesar, the EOS implementer, who explains the framework’s purpose. The video concludes with a call‑to‑action offering a free 1‑hour 45‑minute training and a 19‑page workbook to help agencies build their own 2020 growth plan.
Chapters
Good morning, guys. Hope you're having an awesome day. I want to shoot this quick video. We're entering day 2 of our strategic planning with our leadership team here at Plumbing and HVAC SEO. And, you know, yesterday was all about reviewing the organizational chart, you know, making sure that we've got the right people in the right seats, thinking about, you know, what our plan is, kind of where we're going as a company. What our strengths and our weaknesses are and what the opportunities are. And it was good, good productive team health day. And today's gonna be all around the rocks, like what are the main rocks that we're gonna get done over the next 90 days and breaking it down by who's gonna do what, getting that all mapped out. What we're doing with this planning session is actually a part of EOS, Entrepreneur Operating System. If you haven't read the book Traction by Gino Wickman, I highly recommend it. You know, it really— it was what enabled us to be able to kind of free ourselves from having to do it all ourselves. The fact is, as the entrepreneur, you have to be the person that comes up with the ideas, implements the ideas, manages things. And as you grow, you need to develop a leadership team. You need to put people in place that can, you know, not just do the work, but kind of be responsible for innovating and for improving it, for taking things forward. Highly recommend that. If you're interested, thinking about interviewing Cesar, who's our EOS implementer that kind of runs these sessions with us, let me know in comments if that's something you'd be interested in checking out. And I'll kind of let you know what we're doing throughout the day so you get a sense of what it's all about. [FOREIGN LANGUAGE] So we just wrapped up the first session here. It was all about the long-term vision for the company. So we got clear on where we're gonna be 3 years from now. We're going to be a $10 million digital marketing agency serving 250 plumbing HVAC companies in our conversion application, serving 500+ plumbing HVAC home service companies across the country. So it's, you know, you want to have a long-term vision and then you drill down to the short-term, like over the next year, and then you build a really clear 90-day plan. So that's what we did this first session of the day. I'm gonna dive back in here in just a, just a sec. All right, so we just wrapped up the third session of the day. We're gonna take a quick lunch break, grab some coffee, and just wanna let you know, so what we did in that third session was all around the one-year plan. Like, where, what are the goals for the year? Where are we gonna end up? How many clients? So we're targeting to get to $5 million by the end of 2020. We kind of broke that down by quarter, broke that down by month, and really got clear on like logistically what has to change in the company to make that a reality. Reality. Yeah, marketing stuff is part of it, but in order to facilitate that number of clients, you know, what new team members do we need to have? How does that change the layout of our office? What can we do in order to improve retention? What are the, like, the 4 or 5 key rocks that are going to help make that a reality? So that's what we worked on during that session, and during the next half of the day, it's going to be all around, it's going to be all around the key rocks ROCS for the next 90 days. So what do we need to do in Q1 to be on track for that and to make that goal, the 1-year goal as well as the 3-year goal, a reality? So gonna head back in and dive into that next. Go back in, get back to it. Lunch break is over. I don't want to burn the COVID Alright, so we're wrapping up our 2 days of strategic planning with the plumbing and HVAC SEO team, setting the vision, the goals, the rocks for 2020. And of course, we've got our EOS implementer, Cesar, here with us. Hey! Cesar, tell us a little bit about what you do at EOS.
So at EOS, we help companies achieve vision, traction, and healthy in the team so that people can really plan out and have effective communication and plan out and achieve their goals.
Good deal. Yeah, well, thanks so much for your help. We really appreciate you facilitating these last 2 days. Looks like the team is hanging out even though we're done trying to crank stuff out. So is it a good 2 days, guys? Excellent. Ready to go out, crush it for our clients in 2020, get them better results and continue to grow the business. Thanks, guys. I'll talk to you later. Thanks, Cesar. Alright, so that's the scoop. If you fail to plan, then you're planning to fail. I've got a I've got about an hour and 45-minute training with a 19-page workbook to help you really build your 2020 agency growth plan. So I promise you, if you invest in that process, you're going to be clear on your goals, you're going to actually be able to develop a plan to make it reality, and your agency will go further faster. So if you'd like to check that out, type in comments 2020 plan. I'll get you a link to it completely free of charge, and I'm excited to see you take your agency to the next level in the new year. Talk to you guys later.
