When you think about establishing your business priorities, allocating your time, your scoreboards, and the team you have, you also have to think about your marketing and sales strategy.

What Is Your Marketing Strategy?
Remember, marketing drives sales made. While there are endless options for HOW to market, it is important to first define “What is your marketing plan?” If I were to ask you that question, would you be able to outline the ways you market.

What Is Your Sales Strategy?
Then, ask yourself what is your sales system. From lead to closed sale, what is the process? One of the key roles you have in your business is “Chief Reminding Officer,” to nurture your team into following that system.

The BONUS QUESTION…
So here’s my bonus question: “How are you managing cash in your business?”
You have worked through five key areas of your business with me in this series, but ultimately you want to know how you generate and spend cash in your business.
Club Capital helps insurance agents make decisions about where you spend cash, what things will impact profit, and what kinds of cashflow changes might happen. You can check them out at www.club.capital.

How’s Your Cashflow?
One of our recurring guests, Mike Michalowicz, talks a lot about cashflow in Profit First. One of my biggest takeaways from that book is having multiple business accounts. I think about it this way. If you attempted to serve all the dishes in a holiday meal by putting everything on one platter, you’d probably miss things. Having multiple business accounts allows you to create a system to manage cashflow much more easily.

The Five Key Areas of Business
So, can you clearly articulate your marketing plan to generate leads? Then, once you get a lead, is your sales system haphazard or is it clear? Finally, what is your plan to manage cash in your business?
I hope this series helped you to lead well! You can use the links below to revisit any one of the five key principles we covered in my miniseries.
Grow Your Leadership
Bradley has many resources to grow your leadership in the area of vision and priorities. Check out a few of them:
Who’s On Your Team?
Hiring great talent is only half the battle. Plugging your new hire into the right role and providing ways for them to grow will increase the longevity of your team and keep the business growing. Keep reading…
How are you actually keeping score? You have to be able to tell the winners from the losers. In your business, a scoreboard will help you track if you’re pursuing your priority. Keep reading…

It’s difficult to get to your destination if you aren’t sure where you currently are! After all, the path from Minnesota to Canada is very different than the path from Mexico to Canada. If you aren’t certain where you’re at today in business, you need to take the Rainmaker to Architect assessment. It will gauge your strengths and weaknesses as a leader and in your business. Then, you’ll get detailed, specific suggestions for improvement. Take the assessment here.