Three Pillars to Propel Q3
Revisit Your Vision, Audit Your Systems, & Craft Your Roadmap
Your Q3 Success Roadmap: A Quick Recap & Invitation
Over the last week, we’ve walked through the three key pillars you need before charging into Q3:
Vision: Nail down the ideal lifestyle your business exists to fund and fit around.
Audit: Look in the rearview mirror to spot what’s missing, broken, or throttling your momentum.
Plan: Translate that insight into a simple, S.M.A.R.T. roadmap that raises the floor on your weakest link.
If you’ve been following along, you know the drill—and you’re primed to build a plan that actually works. If you missed any of the deep dives, here’s the short version:
1. Clarify Your Lifestyle Vision
Without a clear vision, every tactic you chase is a shot in the dark. In Why Your Business Is Stuck: Fix Your Vision. Fix Your Future, we defined “success” on your terms—whether that means more freedom, more margin, or a four-day workweek. That vision becomes your North Star for every business decision.1
2. Audit Your Q2 Systems
Metrics only tell half the story. In Don’t Drive Blind with Your Biz, we dug into the three data points that matter—lead flow vs. conversion, engagement vs. retention, effort vs. outcome—and used them to pinpoint your single biggest constraint. That constraint is the “floor” you must raise if you want real, lasting gains.2
3. Craft Your S.M.A.R.T. Roadmap
With vision and audit in hand, we built a lean roadmap to fix your weakest system component. You learned how to:
Spell out a Specific, Measurable, Achievable, Relevant, Time-Bound objective.
Establish a Success Strategy that zeroes in on the bottleneck exposed in your audit.
Map out Micro-Steps—bite-sized tactics and tools you can test and tweak daily to raise your floor.
Example Recap:
Objective: Double lead-to-paid conversion from 5% to 10% by September 30th.
Strategy: Replace impersonal nurture emails with a high-touch three-step “connection conversation” (welcome email, short video/voice note, discovery call invite).
Tactics: Craft personalized email templates, record 30-second intros for new leads, send calendar invites, track responses, and refine before automating.3
Ready to Build Your Own Roadmap?
If you’re serious about closing the clarity gap and kicking off Q3 with confidence, join me live on Tuesday, July 1st at 12:00 PM ET for a fully guided workshop:
Live Audit Demo: See exactly which data points to inspect and how to interpret them.
Vision-Aligned Mapping: Frame your S.M.A.R.T. objective in real time.
Roadmap Blueprinting: Design your micro-step plan with direct feedback to ensure it’s lean and executable.
Free subscribers and followers get complimentary access to the main session. Circle members stay on for an exclusive Q&A and implementation lab with my current coaching clients.
👉 RSVP for Q2 Audit & Q3 Roadmap
Don’t let Q3 catch you unprepared. Lock in your roadmap, navigate obstacles with a trusted process, and keep your focus on what truly matters—building the business that funds and fits your ideal life. See you on Zoom!
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I'm really looking forward to this Scott. Just defining success is kicking my ass today, but having a map for my system? Yes please. See you tomorrow.