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15+ Questions to Identify Your Ideal Client

June 3, 2024

If you are in a client services business (especially one where your clients might return over and over), one of the best things you can do to set yourself up for success is to understand who you want to work with and who aligns with your skills and talent. 


If you’re just starting off, or you’ve fallen on hard times, it’s tempting to work with anyone and everyone. But you’ll end up sabotaging yourself in the long run when you choose to work with the “wrong” clients.


After all, there are limited hours in the workday. If you’re plugging just anyone into those spots, there may not be room for the clients that you find the most desirable.


Why Do I Need an Ideal Client?


There are two reasons you should get very clear on who your ideal client is—knowing who they are makes them easier to target from a marketing perspective and you’ll be more satisfied with your business in the long run.


But how do you know who your ideal client is? Isn’t your ideal client anyone who can pay?


Hardly.


Yes, you want someone who can pay but that shouldn’t be your only criteria. It’s important to understand how to identify the people you work best with.


Part of that is defined by the nature of your business or industry. But part of it is also how you want to shape your business.


First, ask yourself the following questions to understand your ideal customer. They may not all apply to your type of business, but they are a good start. Then use your answers to adjust your marketing and design a customer questionnaire to ensure you’re working with people who are a good fit for the kind of business you want to have.


15+ Questions to Ask Yourself to Identify Your Ideal Clients

While it’s tempting to work with “just anyone,” you will be more efficient, happier, less prone to burnout, and more passionate about your business if you are selective with your clients.


Ask yourself:

1.      What kind of industries or products align with my interests/values? Conversely, what do I not support or have interest in?

2.      What kinds of projects take my professional growth in the direction I’m most interested in?

3.      What kind of communication mediums do I enjoy? (If you have a specific client possibility in mind, pay attention to their communication frequency.) Does their style align with mine?

4.      What level of creative freedom do I prefer? Do I want to co-create or create alone?

5.      How do I feel about being micromanaged? Will I market myself as an expert or an assistant?

6.      How flexible am I with what I charge? Am I open to customizable projects or just specific services as laid out in my offerings?

7.      Do I want to be on retainer with a few clients who control my schedule or have many clients and the freedom in my own scheduling?

8.      Do I prefer working independently or collaboratively? Do I thrive when leading a project solo, or do I enjoy the energy and shared responsibility of a team?

9.      What level of responsibility do I enjoy? Do I want to check-in and get sign-offs or only on final deliverables?

10. What types of tasks energize me? Do I enjoy the creative aspects of brainstorming and ideation, the detail-oriented work of implementation, or the analytical challenge of problem-solving?

11. What types of projects align with my skills and interests? Do I want to do, teach, or consult?

12. Do I excel in projects that require strong communication, technical expertise, or creative vision?

13. What is my preferred pace of work? Short quick projects/deliverables or longer ongoing projects? Do I thrive under pressure and tight deadlines, or do I prefer a more steady and predictable workload?

14. What environment do I like to work in? On-site, at home, or the freedom to do either?

15. Is there a demographic I love? For instance, maybe you like to work with new business owners in their 30s because you understand their motivations and you feel invested in the outcomes.

If you take the time to understand your ideal client, you will be much more satisfied in the long run. There are many people in the world you can help but when you find that ideal demographic, your work will be even more rewarding, and your clients will feel it too.

March 31, 2025
Social media is filled with perfect lives—you don’t see the dirty dishes in the sink, or the tears shed. You see the wins and the brags. The same is true of many social media accounts for business. As business owners we want to show our best selves. Anything less is weak and unappealing. Or is it? Lately, something interesting is happening. The most effective posts aren’t the polished ones with perfect lighting or studio-level graphics. They’re the real, raw, behind-the-scenes moments that tell the true story of what it’s like to run a small business. From TikToks to Instagram Reels, business owners are discovering that authenticity—sharing the ups, the downs, and everything in between—helps them connect with customers in a meaningful way. You can adopt this new highly effective approach as well. Customers Crave Connection People aren’t just buying products anymore—they’re buying stories, values, and the people behind the brand. Today’s consumers want to know who they’re supporting. They want to see the human side of business, not just the highlight reel. That’s why honest storytelling is gaining so much traction. A short video about the time you overcame a setback, or a post about your “why” as a business owner, can do more than an ad ever could. It builds trust, invites engagement, and shows the passion behind the product. We’ve also seen a lot of these types of videos where businesses share how they’re bouncing back from hurricanes, brush fires, and floods. The rebuilds are inspiring and help keep customers in the know. Why Authenticity Works There are real benefits to showing up as your authentic self online: · It builds loyalty . When customers feel like they know you, they’re more likely to support you—especially during tough times. · It boosts engagement . Real stories spark conversation. They get shared, commented on, and remembered. · It sets you apart . Big brands can’t replicate your personal journey. That’s your advantage. · It creates emotional connection . And connection drives action, whether that’s a sale, a visit, or a referral. What Kinds of Stories Should You Share? You don’t need to be a professional storyteller or social media guru to do this well. In fact, the more natural and honest you are, the better. Just sound like you. Your best friend should read the post and remark, “That sounds like you.” Be vulnerable in a business savvy way. Here are a few ideas to get you started: · The moment you decided to start your business · A major obstacle you overcame and what you learned · A behind-the-scenes look at your day (the chaos and the wins) · A thank-you to your customers or team · A mistake you made—and how you bounced back · A natural disaster or other problem that required you to rebuild, restructure, or approach something in a different way One important note: vulnerability doesn’t mean oversharing. Keep your stories focused on what will resonate with your audience. Aim to inspire, relate, or educate, rather than just vent. Need Help Getting Started to Tell Your Story? Storytelling may sound simple but showing up on camera or figuring out what to say can be a hurdle. That’s where your Chamber of Commerce can help. Many chambers offer marketing lunch and learns, social media tips, or networking events where you can learn what’s working for other local businesses. Looking for guidance, tools, or even a platform to share your story more widely? Don’t hesitate to reach out to your chamber team. They’re here to support your growth—and amplify your voice in the community. Show the Journey—Not Just the Destination One of your most powerful marketing differentiation tools is already in your hands: your story. By showing the real human behind the business, you’re not just building a brand—you’re building a community of supporters who believe in what you do. So, the next time you go to post, remember: perfection isn’t the goal. Connection is. And often, all it takes is hitting “record” and speaking from the heart.
March 24, 2025
There’s a Jeep commercial circulating right now that stars Harrison Ford talking about choices and how life doesn’t come with an owner’s manual. It’s one of those ads you watch the entire way through because it’s evocative and makes you feel something. You hardly even notice that they’re selling a vehicle, but you buy into the lifestyle presented, which is Jeep’s goal. Winning customers isn’t just about having a great product or service—it’s about making people feel something. The best brands don’t just sell; they connect, entertain, and even challenge their audiences. If you want to turn heads and build a loyal customer base, you don’t need to have Jeep’s ad spend. You can use these five powerful marketing techniques in your email, video, and social media campaigns. 1. Surprise Them with the Unexpected Have you ever seen a video of a ferocious gorilla cradling a stuffed animal? You notice it because it breaks the norm. It’s unexpected. Shocking or provocative marketing makes people stop scrolling and start talking. Use bold visuals, unexpected comparisons, or tackle an issue in a way no one else has. The key is to be tastefully disruptive—shocking for the right reasons, not just for controversy’s sake. Example: A coffee shop launches an ad/marketing campaign with the slogan, “Sleep is overrated.” The ad features people snoozing in unexpected places—like a boardroom or a wedding—only to wake up rejuvenated with a cup of their signature brew. It’s humorous, eye-catching, and reinforces the product’s value. 2. Align with What Matters to Customers More than ever, consumers—especially younger ones (hello, Gen Z)—want to support brands that align with their values. Whether it’s sustainability, diversity, or social justice, people are willing to pay more for companies that stand for something. Example: A fashion brand emphasizes its commitment to ethical manufacturing by showcasing the artisans who make their products, rather than just the clothes. The campaign highlights fair wages, sustainable materials, and real stories, making customers feel good about their purchases. Another example is a restaurant in Florida that printed on the first page of its menu that it pays the staff a living hourly wage with medical benefits as a reason for slightly higher dine-in prices. 3. Make Them Laugh Laughter is appreciated by most people and humor makes brands more relatable and memorable. If you can cause someone to chuckle (with you, not at you), they’re more likely to remember your business—and even share your content. Example: A bakery promotes its products with a campaign called “The Breakup Box”— designed for heartbreak recovery, featuring goodies decorated with phrases like “You were too good for them anyway.” It’s witty, shareable, and turns an everyday purchase into an experience. 4. Show What’s at Stake Fear-based marketing isn’t about scaring customers—it’s about showing them what they might lose if they don’t act. It works well for industries like insurance, cybersecurity, and health because it highlights risks people may not think about. Example: A cybersecurity company runs an ad featuring a business owner frantically calling IT after losing all their customer data to hackers. The tagline? “Hope is not a security plan.” It’s direct, powerful, and makes people think twice about their own vulnerabilities. 5. Tap into Nostalgia People love reminiscing about the past. Nostalgia creates an emotional connection, making your brand feel warm, familiar, and trustworthy. Whether it’s referencing pop culture, childhood experiences, or past trends, nostalgia-based marketing can be a powerful tool. Example: A toy store releases a campaign featuring classic ‘90s toys with the tagline “Some things never go out of style.” Parents who grew up in that era are instantly drawn in, eager to share a piece of their childhood with their own kids. Hollywood knows this power better than anyone. They came out with a movie based on that creepy cymbal-banging, drum playing monkey toy from the late ‘60s-‘70s. If you were a child then (or watched the movie Poltergeist), you know what I mean. Nostalgia is not always heartwarming, but it does make you feel something. The Winning Formula: Mix and Match The best marketing campaigns often blend these techniques. A campaign can be funny and nostalgic, or shocking and value-driven. The key is to know your audience and choose the right emotional trigger that will make them stop, think, and, most importantly, take action. (You’re still thinking about that monkey, aren’t you? That’s marketing power.)
March 17, 2025
Spring is a season of rejuvenation, growth, and vibrant energy. After winter, most people are thrilled to be outdoors and thinking about warmer weather. It’s a time for us all to come out of sleepy hibernation and explore our areas. Spring is also the perfect time for you to connect with your customers, boost employee morale, and inject fresh life into your operations. Here are a few fun ideas to celebrate the spirit of spring: Embrace the Sensory Delights of Spring One of the first things people notice in spring is the change of the smells in the air. It’s easy to create an inviting space by keeping this in mind. But smells aren’t the only captivating part of this joyful season. You might build on this by: Bringing the Outdoors In: Fill your workspace with the sights and scents of spring. Use fresh flowers, potted plants, or even nature-inspired artwork to create a refreshing atmosphere. Using Seasonal Scents: Use diffusers with light, floral, or citrusy essential oils to create an uplifting ambiance. Playing Spring-Inspired Music: Create a playlist of light, upbeat music. Cultivate Growth and Renewal Spring is an ideal time to start fresh. You might do this by decluttering, organizing, and/or refreshing your physical and digital spaces. Update your website, streamline your processes, and clear out any outdated materials. Get your employees (or clients) excited about what’s to come by offering workshops, training sessions, or team-building activities that encourage growth and learning. Additionally, we’re now almost through with Q1. It’s time to reassess your business goals and set new targets for the coming months. Connect with Your Community Winter is often seen as a season of hunkering down and hibernation. Spring, on the other hand, is a time for gathering. You can play this up in your business by: Hosting a Spring Open House: Invite customers to explore your business, enjoy refreshments, and learn about your latest offerings. Partnering with Others: Collaborate with other businesses or community groups to host a spring-themed event, fundraiser, or deals. Support Local Farmers and Artisans: Feature seasonal products from local vendors, showcasing the best of your community. Introduce Something New Spring is about rebirth and freshness. You might offer discounts, special packages, or limited-time products and services that reflect the season. If weather allows, you could host outdoor events or activities, such as a sidewalk sale, a pop-up shop, or a picnic for your team. Help customers break out of their “winter shell” by creating interactive displays that encourage customer engagement, such as a spring inspiration board, a photo booth with seasonal props, or the ability to “try before you buy.” You could also offer light, healthy snacks and beverages, such as fruit-infused water, salads, or smoothies. You needn’t be a food business to try this. For instance, a boutique might make cucumber water available to guests. Marketing Strategies for Spring Success If you want to bring new life to your business, keep in mind that spring is the perfect time to: Emphasize the themes of renewal, growth, and positive energy in your marketing and messaging. Use social media, email marketing, and in-store interactions to connect with your customers and share the spirit of spring—fun, festive, and bright! Foster a sense of optimism and enthusiasm among your team members and your customers. By embracing the growth and joyful themes of spring, you can create a vibrant and engaging experience for your customers and employees alike. Capitalize on the positive energy of the season and you’re sure to grow throughout the year.
March 10, 2025
Women's History Month is a fantastic opportunity for you to recognize the invaluable contributions of women, past and present. It's not just about historical figures; it's about celebrating the women who drive your business, your community, and the world forward. And let’s face it, it’s a great reminder to put some good cheer into the world. After all, people love feel-good narratives. While it may be difficult to implement these ideas before the end of the month, you can always use them to plan for next year or make an announcement this month to unveil a larger plan rollout for another time. Here are some creative ways to celebrate, internally and externally, at your business: Internal Employee Celebrations: Fostering Appreciation and Growth Like Mother’s Day, you don’t have to be a woman to celebrate the accomplishments and contributions of women. Make it enjoyable and welcoming for all. Here are a few ways to encourage support for, and interest in, Women’s History Month: Create a Women Who Inspire Spotlight Dedicate a segment of your internal newsletter or intranet to spotlighting female employees, customers, or figures who inspire your team. Share their stories, achievements, and insights. But that’s just the beginning. Get your crew involved too. Create a "wall of inspiration" in your breakroom or office (or even your front lobby or register stand), where employees can post pictures and stories of women who inspire them. Host Skill-Sharing Workshops or Lunch & Learns Invite female employees to lead workshops on their areas of expertise. This empowers them and provides valuable learning opportunities for the team. For instance, your marketing maven could give a workshop on personal branding. Organize a lunch & learn session featuring a female speaker from your industry or community. This could be a mentor, a successful entrepreneur, or an expert in a relevant field. Not only is this inspiring but could lead employees to see their career path in a new way. Launch a Mentorship Program Launch or promote existing mentorship programs that connect female employees with experienced mentors, either within or outside the company. Create a networking event specifically for the women in your company. If you have a smaller business where that is difficult to do, work with local groups like your chamber to create opportunities for networking, mentorships, and leadership development. Create a Parent-friendly Job Program One of the hardest parts of keeping women in the workforce is childcare. While your business may not have the budget to offer employees childcare or a subsidy to offset the cost, you may be able to offer alternative shifts that make parenting and work possible. For instance, you could offer a 9-3 shift to accommodate parents who have to pick up children from school or you could arrange job shares that would allow two part-time employees to share one full-time position. This would ensure the needs of the parents and the business are both met. External Celebrations: Engaging Your Community and Customers Women’s History Month has become increasingly popular over the past few years. Many businesses are hosting events and other celebrations. Here are a few ideas of how you can do the same: Host a Female Author or Speaker Partner with a local bookstore or library to host a book signing or speaking event featuring a female author or thought leader. If you don’t have time to host a speaker this year, try interviewing one for your newsletter on a topic of interest to your ideal audience. Support Women-Owned Businesses Feature products or services from women-owned businesses in your store or on your website. Offer a special discount or promotion for customers who support women-owned businesses. Call attention to the women-owned businesses you work with, such as vendors and suppliers, or highlight the stories of some of your employees. Community Partnership Partner with a local women's shelter, non-profit organization, or educational institution to host a fundraising event or volunteer activity. Long-term idea: sponsor a scholarship or award for female students or entrepreneurs. Educational Content Create blog posts, articles, or videos highlighting the achievements of women in your industry or community. Share educational resources and information about women's history and current issues on your website and social media channels. Social Media Campaigns Use relevant hashtags like #WomensHistoryMonth, #WomenInBusiness, and #CelebrateWomen to share stories, quotes, and images of inspiring women. Run a social media contest or giveaway that celebrates women's achievements. Feature your female staff members and their roles within the company. Ask them to tell stories of the women who inspire them. Customer Appreciation Highlight female customers and their achievements through social media posts or blog posts. (with customer permission, of course). Make It Part of a Larger Conversation Women’s History Month is a way to instill appreciation for the struggles of women and their contributions to the many areas of our society—personally and professionally. But the historical tribute can also be the beginning of a larger conversation. Is equality something you want to make part of your employee culture? Do you want customers to understand that you have programs in place that help women receive equal pay to their male counterparts? How does this celebration of women tie into your culture of who you are or who you want to be? By celebrating Women's History Month in meaningful and creative ways, you can demonstrate your commitment to gender equality, foster a positive and inclusive work environment, and strengthen your connection with your community and customers. This month isn’t just about clever marketing. It could be the beginning of a much larger conversation about workforce dynamics and culture in your company and beyond.
March 4, 2025
Growth isn't a passive process; it doesn’t just happen. Unfortunately, you don’t open a business and sit back and wait for it to grow. Businesses rarely go viral overnight and planning on doing so is like funding your retirement by playing the lottery every week. Business growth is a dynamic journey fueled by strategic thinking and insightful questions that help you see things in new ways. As a business owner, you're constantly navigating challenges and opportunities, not to mention the competition. But are you asking the right questions to propel your business to the next level? Simply working hard isn't enough. We need to work smarter, and that starts with asking the questions that reveal hidden potential and drive meaningful change to attain growth. Internal Questions for Operational Excellence Every successful business rests on a solid foundation. Let's start by looking inward. Are your internal operations optimized for growth? Consider these questions: Are our current workflows efficient, or are there bottlenecks? Take a critical look at your processes. Are there redundant steps or outdated systems that could be streamlined? Are we maximizing our existing resources? This includes your team, technology, and financial assets. Are you leveraging them to their full potential? A lot has changed over the past few years. It may be time to audition new tech and assess the skills gap that may exist in your business. Is our team engaged and aligned with our goals? A motivated team is a powerful engine for growth. Are you providing them with the support and resources they need to succeed? Are they fulfilled in their position? A disengaged employee can do a lot of damage to a business and its service reputation. Actionable Step: Conduct a brief internal audit. Map out your key processes and identify areas for improvement. Schedule a team meeting to gather feedback and brainstorm solutions. External Questions for Market Understanding Understanding your market is crucial for sustained growth. Sometimes markets change or new ones open up. Ask yourself: Who is our ideal customer, and what are their evolving needs? Customer preferences change. Are you staying ahead of the curve? For instance, if you were a business that served authors, with the recent growth in AI, how did that impact them and what they need from you? If you haven’t answered that question in five years, you’re likely behind your competition. Speaking of… What are our competitors doing, and how can we differentiate ourselves? Analyze your competition to identify opportunities to stand out. Again, give them a fresh look. They may be doing new things you weren’t aware of. Additionally, sometimes your competition is not doing anything. If your ideal customer isn’t choosing you, are they choosing your competition or doing nothing? Why? How can we enhance our customer experience to build loyalty and drive referrals? Exceptional customer service is a powerful differentiator. Don’t assume your service is excellent just because you don’t hear complaints. If they’re not talking about you, you’re average. Actionable Step: Conduct a customer survey or analyze your customer feedback data. Research your competitors' online presence and marketing strategies. Strategic Questions for Future Growth Looking ahead is essential for long-term success. Consider these strategic questions: What are our long-term goals, and how can we achieve them? Develop a clear roadmap for the future. What new opportunities can we explore to expand our market reach? Consider new products, services, or markets. How can we innovate and adapt to changing market conditions? Agility is key to staying competitive. Actionable Step: Schedule a strategic planning session with your team. Brainstorm new ideas and develop a plan to implement them. The Power of "Why?" No, this time we’re not talking about YOUR why. Instead, channel your inner four-year-old and don't be content to stop at the surface. Dig deeper by asking "Why?" multiple times. This technique can help you uncover the root cause of problems and identify hidden opportunities. For example, instead of just asking "Why are sales down?" look at the larger picture and ask "Why are sales down? Why are customer leads down? Why is our marketing not generating enough leads?" Use the word “why” and “and” with each question you answer. Your learning and understanding will improve. Your Chamber is Your Partner in Growth Asking the right questions is just the beginning. Your chamber of commerce is here to support you on your growth journey. The chamber offers a range of resources to help you grow including: Networking events to connect with other business leaders Educational workshops and seminars to enhance your skills Access to valuable market data and industry insights Business counseling and mentorship Growth is a continuous process of learning, adapting, and innovating. By asking the right questions and leveraging the resources available to you, you can unlock your business's full potential. Then reach out to your chamber of commerce to explore how it can help you take your business to the next level.
February 24, 2025
For many small businesses, email marketing is all about promotions and sales. But the most successful businesses know that an email list is more than just a sales tool—it’s a way to build relationships, create trust, and foster a sense of community without the concerns of a platform shutdown. By shifting your focus from transactions to connections, you can turn one-time customers into long-term brand advocates. Why Community Matters in Email Marketing When people feel connected to your business, they’re more likely to stay engaged, refer others, and become repeat customers. A strong email strategy builds that connection by making subscribers feel valued and involved, rather than just being on the receiving end of sales pitches. They want to get to know you and get something in return. For a successful digital marketing relationship to be built, you must give both. Here’s how you can use email to cultivate a loyal following: 1. Share Valuable, Relevant Content Instead of only sending promotions, consider what information your audience would appreciate. Valuable content means “valuable” from their perspective, not yours. For instance: · A retail store might send seasonal styling tips or product care guides. · A restaurant could share behind-the-scenes stories, recipes, or pairing ideas. · A professional service provider (like an accountant or consultant) might send bite-sized industry insights, checklists, or tips for success. 2. Create Exclusive Perks for Subscribers Give people a reason to stay subscribed by offering benefits they can’t get elsewhere. These could include: · Early access to sales or new products · Special “insider” updates about your business · Exclusive events such as subscriber-only Q&A sessions or webinars For example, a local fitness studio could send subscribers a free at-home workout video each month, while a bookstore could offer early-bird sign-ups for popular author events. 3. Make Emails Interactive We’ve all read (or trashed) boring salesy emails. They aren’t something we want to see in our inbox each week. Bad emails are a quick ride to Unsubscribeville. Instead, encourage two-way communication so your emails feel like a conversation, not a broadcast. Keep in mind who you’re writing to and personalize your conversation to them by: · Asking for feedback through quick surveys or polls. A salon or spa, for instance, could ask customers to vote on a new service they’d love to see offered. · Inviting replies with personal questions like, “What’s your biggest challenge?” · Running a contest or giveaway where participation requires a simple reply. · Telling them you really want to hear from them, and you read every email. 4. Spotlight Your Customers & Community People love seeing themselves recognized. Feature customer success stories, testimonials, or user-generated content about your product or service like a follower’s post from social media. Other examples include: · A real estate agent might highlight a happy homeowner’s journey. · A local café could showcase customer-submitted coffee art photos. · A business consultant might feature a small business success story from their client list. This approach makes customers feel valued and shows prospects that your business is trusted by others. Plus, in some cases, your customers will want to be showcased as well. So, they might share or post in the hopes you will highlight them in the future. It can be a great way to drive desired action. 5. Inject Personality & Authenticity Your emails should reflect the human side of your business as well as your personality. Don’t be afraid to share a story from your weekend—particularly if it’s entertaining or educational. Always write in a conversational, relatable tone leaving a lot of white space. You can also: · Share personal insights or lessons learned. · Give behind-the-scenes looks at your operations. For instance, a boutique owner could share why they chose to stock a particular product, or a contractor could showcase a day-in-the-life video of their latest project. The Long-Term Payoff of Email Marketing When you use email to build relationships rather than just push sales, you create a community that trusts and supports your business. Plus, recipients are more apt to open your emails if they find value in them. This leads to higher engagement, stronger brand loyalty, and ultimately, more sustainable growth. By making your emails feel more like a conversation and less like a commercial, you’ll not only keep subscribers interested—you’ll turn them into lifelong customers and advocates for your business. And that sounds pretty good, doesn’t it?
February 17, 2025
Has this ever happened to you? A brilliant idea sparks, you meticulously plan every detail, create beautiful spreadsheets, and envision the triumphant launch. Maybe you even practice a little Law of Attraction in your meditative practices each morning. But then… . The plan sits there, gathering dust, because life has gotten busy, you’ve been plagued by self-doubt, or you moved on to the next exciting concept. Sound familiar? Or maybe you’re the opposite. Maybe you’re all about action and no planning. You’re jetting off to the next hottest thing without seeing anything ripen and produce. Many business professionals fall into this trap, leaning too heavily on either the planning or the action phase. We either over-analyze and never launch, or we jump in headfirst without a strategy and quickly burn out. So, how do we bridge the gap and turn those well-laid plans (or exuberant energy) into tangible results? Ready, Set, Go Finding the balance between planning and action is crucial for success. Too much planning leads to paralysis, while too much action leads to a game of chaotic professional ping-pong, bouncing from one thing to the next. Here's how to navigate that middle ground and start experiencing real progress: 1. Define Your "Why" and Set Clear Goals: Before diving into the nitty-gritty details, revisit the core reason behind your plan. Why is this important? What do you hope to achieve? Does it fit into what you’re already doing or is it a new undertaking altogether? If it’s new, do you aim to replace or enhance what you’re currently doing? Clearly defined goals provide direction and motivation, making it easier to prioritize and stay focused. 2. Break It Down: Large, overwhelming plans are often the biggest culprits of inaction. Break your grand vision into smaller, manageable steps. Instead of "launch a new product line," think "research competitor pricing," "develop prototype," "create marketing materials." These bite-sized tasks feel less daunting and provide a sense of accomplishment as you tick them off. Building momentum is a large part of sticking with something long-term. 3. Embrace Imperfect Action: Perfection is the enemy of progress. Don't wait for everything to be flawless (or the timing to be perfect) before taking a step. Sometimes, "good enough" is better than "never done." Remember, even a small step is a step, if it aligns with your goals. That imperfect thank you note you send is better than the perfect note you never write. 4. Resist the Shiny Object Syndrome: In today's fast-paced world, it's easy to get distracted by the next "big thing." Don't be a "shiny object entrepreneur." Constantly chasing fleeting trends and abandoning projects when they don't instantly go viral is a trip to Nowheresville. True success is built on consistency and perseverance. Focus on your core plan, refine it as needed, and stick with it. 5. Build Relationships, Not Transactions: Today's most successful businesses are built on strong relationships. You can't cultivate genuine connections if you're constantly flitting from one project to the next, across multiple disparate audiences, solely focused on quick wins. Invest time in building rapport with clients, partners, and even competitors. These relationships can be invaluable for support, collaboration, and long-term growth. Remember, people do business with people they know, like, and trust. 6. Review and Adjust: Your initial plan is just a starting point. Regularly review your progress, analyze what's working and what's not, and adjust your strategy accordingly. Be flexible and willing to adapt. The business landscape is constantly evolving, and your plan should too. But this is where a lot of people stumble. They confuse new projects with timely adjustments. When things get rough or boring, they think innovation means a completely new undertaking. It doesn’t have to. Sometimes innovation is making changes to how you’re currently doing something and serving your market in a new way. 7. Celebrate Small Wins: Recognizing and celebrating your accomplishments, no matter how small, is essential for maintaining momentum. It reinforces positive behavior and motivates you to keep moving forward. 8. Create Daily Habits: Following daily habits can keep you on track and accountable toward your progress. Bridging the gap between planning and action requires conscious effort and a shift in mindset. Not to mention, walking away from the idea of going viral. You still can, of course, but don’t make it your only goal. It’s too easy to get discouraged. Instead, transform your ideas into reality and achieve lasting success through these steps.
February 10, 2025
What do Han Solo (Star Wars et al), Walter White (Breaking Bad), and Katniss Everdeen (The Hunger Games) have in common? They’re terribly flawed and we love them for it. Imperfection can also be a powerful asset for businesses when approached with the right mindset. So stop trying your best to be perfect and embrace imperfection as a way to connect with your customers. Here’s how: How to be Perfectly Imperfect You’ve probably heard the adage “finished is better than perfect” or “you can’t edit a blank page.” There’s something to be said for embracing life’s imperfections, especially in business. After all, everyone can relate, and imperfections are bound to happen. So you might as well make the best of them. There’s a popular self-help book called “How to Keep House While Drowning.” It was written by a recovering overwhelmed housewife. It’s funny and terribly relatable, especially if you do most of the housework around your home. But it’s also a book about very boring things like dishes in a sink. You can use this same “common denominator” to relate with your ideal client. Relatability It's hard to identify with a perfect business or person. When someone is busy telling us how perfect they are or only showing us the perfect side of their lives, a distance between us will arise. After all, if your life is less than perfect how do you align with someone who is only showing you the sunny side? Whether it's a fictional character, your best friend, or a business, seeing flaws makes us feel like that person or entity is going through the same things we are. This relatability can be loyalty-building when it comes to business. Transparency You can also turn mistakes into opportunities by being openly honest about your shortcomings. When you acknowledge errors and demonstrate a commitment to improvement, you actually build stronger relationships with customers. In fact, 89% of people believe a business can regain their trust if it admits to a mistake and transparently outlines steps to prevent future issues. Authenticity Companies that show their human side can gain a competitive edge. For example: Domino's Pizza ran a campaign admitting their pizza had its issues , but they were addressing them. Guess what? It increased sales. Netflix publicly apologized for a pricing mistake, demonstrating accountability (and let’s not forget their Tyson debacle—again, they apologized instead of ignoring it). Coke went back to the original and admitted the change was a terrible idea. All of these companies received kudos for their honesty (and listening to customers). Fearlessness From an employee perspective, embracing imperfection can unlock creativity by removing the paralyzing fear of failure. When businesses create an environment that accepts mistakes as part of the learning process, employees feel more comfortable: - Experimenting with new ideas - Taking calculated risks - Thinking outside traditional boundaries Companies that remove the fear of failure can accomplish great innovation. Healthier Work Environment Transparency in leadership can also improve your business. When leaders acknowledge their own flaws it: - Reduces stress among employees - Increases job satisfaction - Boosts overall productivity If you’ve ever worked for a workaholic, you know their flawed views on work can be detrimental to your own. But we’re not telling you to hang all your dirty laundry out on the line for everyone to see. There is a strategy behind using imperfection to build a stronger relationship with your customers and employees. A Strategic Approach to Imperfection The key is not to aim for mediocrity, but to view imperfections as opportunities for growth. Your business is never going to be perfect; but you can be perfectly relatable. Be real, be resilient, and be ready to learn and grow. Our best relationships in life (and on the screen) are not between us and perfect people. Quite the opposite. We embrace flaws and appreciate when those around us do the same. Showing your less-than-perfect side will make you more endearing and solidify a long-term relationship between your business and your customers.
February 3, 2025
First it was pet insurance and foosball tables. Then it was Friday kegs in the office and goat yoga. While those benefits seemed like frivolous ways to bring fun to the office, the current benefit trend that everyone is talking about actually improves productivity and employee well-being (at least as reported by the employees). And it’s likely something you never thought about offering. But before we tell you what it is, let’s talk about some of the results that employees who have used this benefit experienced. According to a survey published by sidehustle.com : · 72% saw an improvement in overall well-being. · 69% experienced better focus. · 68% felt lower stress levels. · 62% saw increased productivity. · 49% reported greater job satisfaction. And… Nearly 50% of employees said they would consider switching jobs if another employer offered this benefit (when their company did not). This new benefit trend could give employers that offer it a leg up on hiring. So, what is this new benefit? The Rise of Unhappy Leave Okay, so leave is not a new benefit. Employees are granted parental leave, sick leave, Family and Medical Leave, and sabbaticals. But this new type of leave—unhappy leave—allows an employee to take time off for mental and emotional well-being. Industries leading this charge include tech, government, and education. Many managers see it as employee recruitment and retention tools because it can help employees deal with stress. It can also provide a cooling off period where co-workers can “take a break from one another.” However, there are apprehensions in offering this benefit as well. Surveyed managers cited concerns over: · misuse or overuse · workload coverage for employees on leave · challenges in distinguishing unhappy leave from regular sick leave · eligibility—what length of tenure would make employees eligible? The trend originated in China with grocery store Pang Dong Lai offering employees up to 10 days a year of unhappy leave. Unhappy leave means employees can take time off without needing approval or justification whenever they feel “emotionally unwell.” The policy is intended to promote a healthy work-life balance. The big difference between this type of leave and others is that it cannot be denied by management . Company culture has been a big concern for businesses over the past 15-20 years. Culture has been a big play in recruitment and trying to protect talent from being poached by the competition. Benefits are a big part of this. But companies want benefits that help with attracting and retaining employees, not just ones that look good on paper. Popular Employee Benefits Some of the most popular employee benefits with a proven return on investment include: · Flexibile schedules (offering this benefit shows a 12% reduction in turnover rate). · Remote work options. · Professional development opportunities including personalized learning plans and career growth. · Wellness programs such as on-demand therapy sessions, mindfulness and meditation programs, and designated mental health days (like unhappy leave). · Eldercare and childcare benefits. · Lifestyle Spending Accounts (LSAs) allowing employees to allocate wellness funds according to their unique needs and preferences. · Employee Assistance Programs (EAPs) to support various personal and professional issues. · Recognition programs. And now it appears that unhappy leave may have an impressive impact on recruitment and retention as well. But is implementing “unhappy leave” as easy as writing it up through your HR department? Not exactly. If you create a leave program that does not have to be approved by management, you run the risk of your eligible employees taking it at the same time with little to no notice. Leaving the business in a lurch. But that’s not the only thing to think about before implementation. Unhappy leave should be a component of your benefits design, not a simple add-on. According to a 2024 Forbes article , there are other organizational pieces you should pay attention to. These include recruiting for values, tailoring development to the individual, monitoring management (after all, that’s one of the top reasons people leave), and providing clear communications on employee culture and company vision. Unhappy leave should not be used as a bandage for a broken employment environment. If you’re thinking about extending your leave program, make sure you also work on the other end, creating a better work environment so your employees will feel less need to use the perk.
January 27, 2025
The new year is an ideal time to get clear about your goals. Many people set incredibly inspiring resolutions and plot pathways to their best selves. If you’re one of those people—kudos to you. But if you don’t get straight on one thing, your intentions are going to fall flat. Here’s the one thing you need to know about goal attainment. Every yes is a no and every no is a yes. Did you read that more than once? Is it a little confusing? Like some riddle of the Sphinx or a quote in a fortune cookie? Not really. Let’s break it down. When you say yes to one thing, you’re saying no to another. When you say no to something, you have time to say yes to something else. What Are You Saying Yes To? For many, your holidays probably found you saying yes to a lot of things that didn’t align with your personal or professional goals. Maybe you exhausted yourself doing for others. Maybe you overspent because you wanted everyone in your life to feel special. Maybe you stayed up late at night worrying about the end-of-year in your business. Where did those things get you? Did everyone in your life have a joyful, wonderful holiday without complaint? Did that money you spent have a good return on investment? Did your worrying make things better or solve any of your business stressors? Probably not. If you are serious about meeting your goals—no matter what they are—you need to weigh your choices and institute boundaries. If you’re focused on growing your business in 2025, for instance, and you’ve plotted out the perfect road to get there, you’re going to have to protect that path like you are a medieval warlord. There will be distractions, plenty of them. Some of those distractions will come masked as “self-care.” You may tell yourself that you’re only watching one episode of your favorite show to “unwind.” Three episodes later and you’ve wasted one-fifth of your waking hours! Sometimes the distractions come in the form of other people—Sally who wants your help with the bake sale or Timmy who needs a ride to practice. And you will need to help some of those people because they rely on you. But you don’t need to help all of them. Know the difference. This year, as you’re planning your goals, give thought to safeguarding your time too. Goals are ineffectual if you don’t have any time to complete them. Some of that lack of time will be beyond your control like having to put things on hold while you take care of someone who is ill. But much of your time is likely spent doing things that are just “busy work.” They are activities that aren’t moving the needle, or they’re actions that are performed haphazardly. Haphazard, or unfocused work, is the worst kind because it takes up a lot of time and energy but doesn’t help you make progress on your goals. Imagine playing a carnival game where the aim was to hit a target with a bean bag while blindfolded. Your attempts would be splattered all around (some may even end up in the next stall). Because without your sight, you’re simply trying to get the bean bag in the general direction of where you think the target is. Now imagine, removing your blindfold and being given something like a hose with a powerful stream of water and being told to hit the target with it. It would be much easier because you not only know where the target is, you also have a constant, consistent stream focusing on that target. You need the same in your life as you pursue your goals. You want a constant, consistent pursuit. That only comes from protecting the sanctity of your work with every yes and no you utter.
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