From Constraint to Success Plan
Craft Your Q3 Success Roadmap
On Monday of this week we started at the beginning—defining the ideal lifestyle your business exists to fund and fit around. If you missed it, click here to catch up: Why Your Business Is Stuck: Fix Your Vision. Fix Your Future.
Midweek, we shifted gears—looking in the rearview to audit Q2, spot what’s missing or broken, and pinpoint the single constraint that throttled your momentum. If you’re just joining us, read the full framework here: Don’t Drive Blind with Your Biz: The simple mirror-check framework to spot what’s missing, broken, or holding you back.
Today, we tie it all together. You’ve clarified your vision. You’ve diagnosed the gap. Now it’s time to craft a plan that’s simple, measurable, and laser-focused on raising the floor under your weakest link.
From Constraint to Priority to Plan
Your #1 Priority
Remember your constraint? Maybe it was a leaky lead funnel, a manual onboarding process, or inconsistent follow-up. That single bottleneck becomes your top-line objective for Q3.
Define Your S.M.A.R.T. Objective
Specific: Spell out exactly what you’ll fix or improve.
Measurable: Attach a clear metric (percentage, count, dollar amount).
Achievable: Ensure it’s within reach given your resources.
Relevant: Tie it back to your lifestyle vision—for example, more margin, more freedom, more impact.
Time-Bound: Set a firm deadline (e.g., by September 30th).
Example
S.M.A.R.T. Objective: Improve my lead-to-paid conversion rate from 5% to 10% by September 30th.
Establish Your Success Strategy (Raise the Floor)
Based on your Q2 audit, identify where you need to raise the floor. What black hole swallowed your momentum? What blind spot needs fixing? How will you repair broken gears and plug missing pieces?
Example – Success Strategy:
Based on our Q2 audit, the weakest element was our impersonal email nurture sequence. Prospects weren’t engaging because they felt like they were talking to a bot, not a human. To raise the floor, we’ll proactively reach out with a personalized “connection conversation” system: a three-touch sequence combining a custom welcome email, a brief voice note or video message, and an invitation to book a quick discovery chat.
Determine Your Tactics & Tools
What tactics and tools are already at your disposal that you can test and tweak daily to optimize that underperforming system?
Example - Micro-Steps:
Craft your voice: Write a warm, conversational welcome email template that you can easily personalize (e.g., merge in the lead’s name and mention their signup trigger) by next Tuesday.
Record and send: Create a 30-second video or voice note introduction (using Loom or your phone) for the first 10 new leads this week.
Personal invite: Set up a Calendly link and include it in your second touch, inviting each lead to a 10-minute “get acquainted” call—track responses manually in your CRM (e.g., HubSpot) through July 15th.
Review & refine: At the end of two weeks, tally reply and booking rates, then tweak your message scripts or approach for higher engagement before considering any automation.
This approach ensures every new lead feels seen, heard, and valued before you ever flip the automation switch.
Your Q3 Roadmap in Action
On Tuesday, July 1st at 12:00 PM ET, join me live for a step-by-step workshop where I’ll guide you through:
Auditing your Q2 data to spot gaps.
Framing your S.M.A.R.T. objective based on your lifestyle vision.
Designing a lean success plan that raises the floor under your weakest system.
Free subscribers and followers get full access to the main session. Paid Circle members stay on for an exclusive Q&A + implementation lab with my current clients.
👉 RSVP for Q2 Audit & Q3 Roadmap
Don’t let another quarter slip by running on autopilot. Nail your vision. Diagnose the gaps. Build a plan that’s clear, direct, and—most importantly—built to work. See you Tuesday!
Spread the Goodness! Tap the ‘Like’ button, leave a comment, and restack this post to help other purpose-driven difference makers collide with this content.
Embrace clarity, take intentional action, and let go of what doesn’t serve you. Subscribe now to start building a solopreneur business that thrives on purpose, not perfection.