Business Plan: A Step-by-Step Guide

Business Plan: A Step-by-Step Guide

Writing a business plan can feel like trying to build a plane while it’s already on the runway, but it’s actually just a series of logical chapters that tell the story of your future success.

Think of it as a roadmap: it keeps you from getting lost and proves to investors (or yourself) that you know where the gas pedal is.

1. The Core Fundamentals

These sections define who you are and what you’re doing.

  • Executive Summary: A one-page “elevator pitch” of the entire plan. Write this last.

  • Company Overview: What do you do? What problem are you solving? This is your “Mission Statement” territory.

  • Market Analysis: Prove there’s a gap in the market. Who are your competitors, and why are you going to beat them?

Example: Elite Peak Realty provides data-driven, concierge-style relocation services for luxury buyers in the Seattle area, resulting in a 15% faster closing rate than the market average. By leveraging proprietary neighborhood-matching software and high-impact digital marketing, we aim to facilitate $50M in sales volume and secure a top-tier regional market share within our first year.

2. The Strategy

This is the “how-to” guide for your daily operations.

  • Products or Services: Describe what you’re selling in detail. Focus on the benefits, not just the features.

  • Marketing & Sales Plan: How will you get customers? Is it social media, cold calling, or carrier pigeons?

  • Operational Plan: The logistics. Where is your office/store? What equipment do you need?

  • Example: Our strategy focuses on dominating the urban “fixer-upper” market by utilizing an in-house renovation team to increase property value by 20% before listing. By verticalizing the repair and sales process, we provide a seamless, high-margin exit for investors that traditional real estate agencies cannot match.

3. The Management & Logistics

Investors bet on people more than ideas.

  • Organization & Management: A breakdown of your team. Who’s the CEO? Who’s the tech wizard? Include an organizational chart if you have a team.

  • Legal Structure: Are you an LLC, a Corporation, or a Sole Proprietorship?

Example: Our management team combines 20 years of local real estate expertise with a dedicated operations manager to oversee transaction coordination and vendor relations. Logistics are streamlined through a cloud-based CRM and a localized network of certified contractors, ensuring every property transitions from “listing” to “sold” with maximum efficiency.

4. The Financials (The “Make or Break” Section)

This is where the rubber meets the road. If you aren’t a “math person,” this is the time to find a friend who is.

  • Funding Request: If you need money, how much do you need for the next five years?

Example: We are seeking a $150,000 seed investment to scale our digital marketing infrastructure and secure a premium storefront lease in a high-traffic urban district. This capital will provide the necessary 18-month runway to reach our target sales volume and achieve a projected 3x return for investors by Year 3.

Pro-Tips for Success

Keep it Concise: Most people won’t read an 80-page manifesto. Aim for 15–25 pages of high-impact info. Know Your Audience: A plan for a bank loan looks different than a plan for a tech venture capitalist. Be Realistic: Investors can smell “hockey stick” growth projections (zero to a billion in a month) from a mile away.

2-Minute Loom Script

A Loom video is powerful because it proves you’ve actually done the homework. It moves you from “random solicitor” to “expert consultant” in the prospect’s inbox.

The goal isn’t to sell the service; it’s to sell the 15-minute meeting.

The “Value-First” Loom Script

Total Time: ~120 Seconds Screen Setup: Have their website, LinkedIn profile, or an ad they are running open on your screen with your face bubble in the corner.

0:00–0:20 | The Hook (Personalize)

“Hi [Name], I was browsing your [Website/LinkedIn/Ad] today and noticed something really interesting about how you’re positioning [Product/Service]. I’m [Your Name], and I help [Niche] companies specifically solve [Problem], so I couldn’t help but record this quick tip for you.”

0:20–1:00 | The “Gap” (The Value)

“I noticed right here on your [Specific Area] that you’re doing X. That’s great for [Benefit], but I’ve actually seen that most companies in your space are losing about [Estimated % or ‘a lot of’] leads because they aren’t doing Y.

(Action: Highlight a specific button, a line of copy, or a missing pixel on their site)

If you shifted this to [Your Solution], it would likely help you [Benefit: e.g., lower your cost per lead / increase conversions].”

1:00–1:40 | The “Proof” (Authority)

“I recently implemented this exact tweak for a client in a similar space, and we saw a [Metric: e.g., 20% jump in bookings] within the first month. I’m currently building out a case study for [Your Niche] and I’d love to see if this same logic applies to your business model.”

1:40–2:00 | The Low-Friction Call to Action (CTA)

“I have two more ideas on how to optimize your [Marketing Channel], but I want to keep this video short. If you’re open to it, I’d love to hop on a 15-minute ‘No-Pitch’ brainstorm to show you the rest.

If not, no worries at all—feel free to use that tip I just gave you! Is there a time later this week that works for a quick chat?”

3 Rules for Loom Success

  1. The Thumbnail Matters: Before you send the link, Loom lets you pick a thumbnail. Make sure it’s a shot of their website—people can’t resist clicking on things they own.

  2. Don’t Be a Perfectionist: A “um” or “ah” makes you sound human. If you look like a polished robot, they’ll think it’s a mass-recorded AI video.

  3. The Subject Line: Use: “Video for [Name] re: [Company Name] growth” or “Quick idea for your [specific page].”

Key Performance Indicator (KPI)

Key Performance Indicator (KPI)

It looks like you’re ready to bridge the gap between “planning” and “doing.” Setting these metrics is the best way to stop the “imposter syndrome” from creeping in—numbers don’t lie, and they give you a target to hit every morning.

To make your first 30 days truly effective, I recommend splitting your KPIs into Output (what you control) and Outcome (what you want to happen).

Your 30-Day “Momentum” Scorecard

KPI Category Target Metric Why it Matters
Output (Effort) 12 High-Value Posts Posting 3x a week builds a “backlog” of authority for anyone vetting you.
Output (Outreach) 50 Direct Connections Personalized invites to your target niche on LinkedIn or via email.
Outcome (Growth) 5 Discovery Calls Validates that your messaging is actually resonating with the market.
Outcome (Revenue) 1 Beta Client Proves someone is willing to pay for your specific solution.

How to Guarantee You Hit the “5 Discovery Calls”

Getting people on the phone is usually the hardest part for new business owners. To hit that number in 30 days, try the “Give-to-Get” strategy:

  1. Audit/Review: Instead of asking for a “sales call,” offer a “15-minute Strategy Audit.”

  2. The Loom Hack: Send a 2-minute video (using Loom) to a prospect showing them one thing they are doing wrong on their current site/ads and how you’d fix it.

  3. The “Beta” Frame: Tell prospects: “I’m launching a new service and looking for one more case study to document. I’m offering a 40% discount in exchange for a video testimonial if we hit our goals.” (This removes the “risk” for them).

Tracking Your Success

Don’t use a complex system yet. A simple spreadsheet with these columns is enough:

  • Lead Name

  • Status (Contacted / Replied / Booked / Closed)

  • Source (LinkedIn, Referral, Cold Email)

  • Follow-up Date (The fortune is in the follow-up!)

A Quick Reality Check: If you hit Day 15 and have 0 calls, it usually means your Offer isn’t clear or your Target is too broad. This is actually good data! It tells you to pivot your messaging before you waste another month.

Are you a One-Man Band?

Are you a One-Man Band?

Often, when talking with a small business owner, the conversation comes around to the struggle of being the one and only person conducting all of the business – I think of this as the ‘one-man band’ syndrome.

In the recording studio, the term ‘one-man band’ describes a performer who plays every instrument on a recorded song – one at a time and then mixes them together into a multi-track recording. Stevie Wonder, Prince, Lenny Kravitz and Paul McCartney all fit into this category and have made beautiful music as a one-man band.

A ‘one-man band’ in business means that you wear a lot of hats; finance and accounting, sales and marketing, research and development, customer service, operations, production, and much, much more.

Sometimes it is overwhelming… once you start the day, you never know how the day will finish out. I would love to say that I’ve got it all under control, but the last few weeks have been crazy.

Confession time:

  • Instead of getting a Module out in one week, it took 3 weeks.
  • My list of clients to service is long – really long.
  • I’m at least a couple of weeks behind on my accounting.
  • My exercise routine has been almost non-existent and my diet is not working.

Highlights of the last 3 weeks:

  • Completed 5 brand new websites and updated 3 more
  • Started working with a couple of Realtors marketing high-end properties
  • Helping one of my clients write an eBook – Why am I so Tired?
  • Kept up with my project commitments to my clients.

Overall, I am pretty proud of what I did accomplish, and frustrated just a bit by the things that didn’t get done. And, I expect to be back on track shortly.

Let’s get back to the ‘one-man band’ concept. Just like a ‘one-man band’ you have a list of skills required to run your business, you might even have a list of skills that you need to acquire.

The ‘one-man band’ has a goal – to record a hit song using that list of musical instruments, and you have a goal of building a profitable business using those skills.

Over the long haul the ‘one-man band’ wants to have a bunch of hit songs and to live the life of a rockstar  – and over the long haul you should have your own lifestyle goal.

In the beginning, the ‘one-man band’ may do it all by themselves, but down the road they have help; a record producer, a manager, a marketing team, an accountant, etc.

And, if you have a long-term goal – you won’t always be a ‘one-man band’. I don’t plan on being a ‘one-man band’ forever.

Here are some tips to get your ‘one-man band’ business off the ground:

1. Start with a Business Plan

2. Surround yourself with the right people

3. You need a physical location & a website

4. Become a Marketing Expert

5. Build Your customer base.

6. Expect the unexpected

Never forget to keep your eye on your long-term goals.

Feel free to contact me if you have any questions, or would just like to connect at lynn.albro@gmail.com.

Social Media Engagement

Social Media Engagement

9 Rules for Social Media Engagement

Once you know the target audience you want to reach on social media, which social networks they are active on, and the social networks you will use to reach your target audience, here are 9 social media basics to help you get your social media presence off to a good start.

1. Complete Your Profile

Many of the people who see your business (or personal) profile on a social network are seeing you or your business for the first time.

What they see and read – their first impression – will influence what they think about your business and/or you personally. That first impression will play an important role in determining whether they want to know more about you or not.

At the bare minimum:

  • Display a professional profile photo. Also, a cover image where applicable (Facebook, Twitter, etc.)
  • Complete all of the information fields. Provide as much information about your business (or you) as allowed. Ensure your website address, contact information, and other social networks are listed. Each network is different, so where you are able to include more information, take advantage of this.
  • Create a distinct web address for each social network. Aim for a web address that is the same across all of your business social networks. For example, twitter.com/JoesPlumbing and facebook.com/JoesPlumbing. This will make it easier for you to remember and share with others. It also makes it easier for others to remember and share. Some social networks set up your web address as soon as you create your account. For others, you may need to take specific steps to make this happen. Look for terms like ‘username’ (Facebook, Twitter, Instagram, Pinterest, etc.) or ‘public profile URL’ (LinkedIn).

2. Ensure Consistent Branding

Make sure your branding represents your business well and that it is consistent across all your online networks and print materials. Visitors should be able to easily tell that your website, your social networks, and print advertising are the same business (or person). There should be a ‘family resemblance.’ (Think Nike, Apple, McDonald’s.) For more on the importance of branding read this.

Consistent branding also means that your profile picture should be consistent across your various social networks.

If it’s your logo, then your logo should be current and professional looking (sharp and clear, not blurry). If it’s your photo, use the same one across all social networks where your personal photo appears. As with your logo, a professional-looking photo.

Remember, you want people to be able to easily recognize your brand (or you) on not just one social network, but everywhere your branding or image appears. Including when they meet you or visit your office or store.

3. Share Content Regularly

Share updates to your social networks regularly. ‘Regularly’ means different things for different networks. Social media management tools like Buffer (my favourite!), Hootsuite, and others help make it easy to schedule content so it appears in a timely fashion on your social networks. If you only use a Facebook Page. The Facebook Post Scheduler is an excellent tool for scheduling content in advance.

4. Respond Quickly To Comments & Questions

Respond to any visitor comments and inquiries made on your social media accounts promptly. Again, each network is somewhat different as to what is acceptable, but as with most things customer-related, faster (within a few hours) is always better.

In an article by Jay Bayer on the topic of social media response times and expectations states“Among respondents to The Social Habit who have ever attempted to contact a brand, product, or company through social media for customer support, 32% expect a response within 30 minutes. Further, 42% expect a response within 60 minutes.”

5. Share Content Your Customers Value

Share content that customers and potential customers want to see, read, listen to and/or watch. Social media – even social media advertising – is not like traditional advertising. Content shared needs to be seen as interesting, helpful, inspirational and/or valuable to those you are hoping to reach. If it isn’t, those you hope to reach will tune you out. Worse yet, they may unfollow you, mark your messages as spam or block your content from appearing in their newsfeed.

6. Link To Your Website

At least occasionally, share content from your website that customers and prospective customers will value. Add an appropriate image or video to the post, where one is not auto-generated, and include a link back to the area where the content is available on your website. This may be a link to:

  • a relevant blog article
  • a frequently asked question
  • an opportunity to download a free resource
  • a ‘how-to’ training video or informational video
  • contest information
  • interesting product information and tips
  • sales, coupons or special pricing information
  • other information that will be interesting, helpful or valuable to your target audience

7. Use Images & Videos

Use images and videos to help get your message across. Images and videos help what you share on social media ‘pop’. Images and videos make the difference between someone seeing or noticing your content and not noticing it at all.

8. Prepare to Pay

To be successful in reaching your audience on social media, be prepared to spend money to promote what you share, at least on networks like Facebook. This will be par for the course in the future. But for now, this is essential for most businesses using Facebook.

Social media may have started out free for business, but it is rapidly becoming less so. In particular, most businesses with Facebook Pages must now pay to reach even their fans in the Facebook newsfeed. The flip side of this is that Pages also have the opportunity, by paying, to reach audiences that are not connected with their Page or even their fans. Paying for Facebook actually opens up new opportunities to target and reach more people.

9. Persevere – Don’t Quit

Real progress or growth with social media is a slow, steady and sometimes painful process. This is especially true when you are just getting started with social media. Like most anything of value, social media requires time, attention and especially perseverance to produce results.

Social media has the potential to help build brand name recognition and amplify word-of-mouth advertising for your business. Both are important pieces that can help sales, especially in a local environment.

However, reaching your target audience requires more than setting up your business profile on a few choice social networks.

Not A Quick Or Magical Fix

Having a social media presence won’t magically or quickly:

  • Build awareness of your brand or business.
  • Drive traffic to your website.
  • Generate sales for your business.

Like other types of marketing, to see results, social media requires time, planning, patience, persistence and, more and more, an investment of cash.

Not Living Up To Your Promises Will Hurt Your Business

It also means your products and services need to live up to your brand promises. If they don’t, social media is likely to hurt your business rather than help it … and this is true whether you are active on social media or not.

People share online about their experiences with products and services, whether the businesses representing those products and services are online or not.

A Cost-Effective Marketing Tool

That said, social media is a cost-effective marketing tool for most businesses, small and large alike.

Over time, and well executed, social media can help grow brand-name recognition, your reputation and customer loyalty. When your brand is more widely known, with a good reputation, you are more likely to be in the running for new business than those businesses that are not known in your service area.

7 Important Areas When Managing Your Social Networks

If you are new to social media, or you are not seeing the success you would like, here are 7 important areas to pay attention to when managing your social networks:

1. Know your target audience.

  • Understand who the target audience is that you want to reach.
  • Learn what social networks they are most active on.

2. Choose wisely the social networks you will be active on.

  • Don’t try to do it all – unless you have the resources to do so.
  • Learn about the social networks you choose to be active on and how they work.
  • Choose the right social networks for your business and your available resources.

3. Set up complete social network profiles.

  • Create a branded website address for each social network. Ideally, one that is consistent across all of your business networks (e.g. twitter.com/JoesPlumbing, facebook.com/JoesPlumbing).
  • Use high-quality images for your profile picture, cover image, etc.
  • Use your branding elements (fonts, colours, images, tag lines) where at all possible. These allow your business profile to clearly stand out and be recognizable as belonging to your business.
  • Complete any areas and descriptions.
  • Include your website address, contact information and the addresses of your other social networks.

4. Share content that appeals to your target audience.

  • Share content that your target audience will find helpful, interesting, valuable and/or humorous.
  • Post regularly to each social network. Research what works best for each different social network and share accordingly. Monitor and adjust as appropriate.
  • Use visuals that are high quality and text that is well-written.
  • Use Social Media Management Tools like Hootsuite or Buffer for scheduling in advance content to share. If your only network is Facebook, you can schedule content in advance. Look for the ‘Publishing Tools’ link at the top of your Facebook Page, to the right of ‘Insights.’
  • Monitor and track activity on your social media accounts using analytic/insight features provided by the network itself and/or by using a social media management tool like Hootsuite or Buffer.

5. Respond to those who comment on what you share.

  • Respond to comments and inquiries in a timely manner. Each social network is different, and consumer expectations are high in this area.
  • ‘Like’ (Facebook, Pinterest, Instagram, Google+) or ‘favourite’ (Twitter) comments, where appropriate.
  • Don’t ignore challenging or awkward questions or comments. Handle them with tact and diplomacy and avoid becoming defensive or being seen as rude. Tact and humility will win respect for your brand.

6. Invest time and money to reach your goals.

  • Social media may appear to be free, but it really isn’t. More and more, an investment of cash, in addition to time, is needed to really see results, especially when it comes to Facebook (business) Pages.
  • For Facebook, invest cash to get your best content, from your target audience’s perspective, into the newsfeed of your target audience and beyond. If you don’t do this, you may be spinning your wheels and not getting anywhere. To reach fans in their own newsfeed, most businesses will need to pay to promote at least some of their content.
  • Consider advertising to expand the reach of your business on social media.

7. Make it easy for people to know where to find you online.

  • Add your social networks as clickable links to your email signature.
  • Have icons and links to your social networks on your website.
  • Show links to your key social networks on each of your different social networks.
  • Include your website and social network addresses on your print material (including statements, invoices, quotes, newsletters, flyers, business cards)

The beauty of social media is that you can share content that is helpful to those you hope to reach, while at the same time building brand name recognition for your business and greater trust with your target audience. This allows your target audience to see you as a resource and makes it much more likely they’ll think of you when they’re ready to buy what you are offering.

All other things being equal, persistence, not quitting and pressing forward, even when we don’t see the results we are hoping for as quickly as we like, is critical for the small business owner working to build their business and brand.

Persistence is needed, whether the strategies we use to help build our business and brand name recognition include a website, permission-based email marketing, social media, newspaper advertising, mobile ads, networking events or any other kind of marketing strategy.

Time Is Needed To See Results

Most, if not all, marketing initiatives require time to produce results. Rarely do any of these, or even a combination of these, provide magical overnight results.

Without persistence, we are likely to jump from one type of marketing strategy to another, trying to build our business but never allowing sufficient time for any one strategy to produce results. It’s kind of like planting seeds in a field and then digging the seeds up before they’ve had time to produce a crop. It’s a huge waste of time and resources.

Certainly, some marketing strategies we may recognize early on, or even further down the road, as unproductive and needing to be halted. Possibly, an investment of time and money we shouldn’t have made in the first place or one that has been impacted by changes in the marketplace and is outside of our control.

Lack Of Success Often Tied to Unrealistic Expectations & Time Frame

But often, a lack of success may be because our expectations and time frame are unrealistic, and we haven’t given the strategy the time or the attention needed to be successful.

Putting an advertisement in one or two issues of a newspaper or on social media, and then ‘pulling the plug’ because ‘we didn’t see any results’ is an example of this.

Frequent Exposure Needed To Gain Awareness

Frequent exposure is usually needed before potential customers even begin to notice an advertisement, let alone consider taking any kind of buying action. This tends to be true for both online and print advertising, unless you are already a highly successful and well-known brand and/or you are offering a highly attractive sale or discount on your products or services.

Of course, even a great sale or discount won’t do much for you if the product or service you are selling is not one that people think they want or need, or if your reputation in the marketplace is lacking.

Source: growingsocialbiz.com

Prospect Worksheet

To build a personal connection from the very first touchpoint, you need a worksheet that moves beyond basic demographics and into psychographics (what they care about).

Here is a structured Prospect Discovery Worksheet designed to help you organize your thoughts and prepare for a meaningful conversation.

Prospect Profile Worksheet

1. The Essentials (The “Who”)

  • Name: * Company/Role:

  • Key “Human” Detail: (e.g., They are a marathon runner; they just moved to Austin; they post a lot about their cat.)

  • Mutual Connections: (Who do you both know? Mentioning a shared contact is the fastest way to build trust.)

2. The Pain & The Prize (The “Why”)

  • Current “Wall”: What is the #1 thing keeping them up at night regarding their business or project?

  • Desired Future State: If they solve this problem, what does “winning” look like for them personally (e.g., more time with family, a promotion, less stress)?

  • The “Status Quo” Cost: What happens if they change nothing?

3. Connection Strategy (The “How”)

  • The Icebreaker: (Reference a recent post of theirs, a shared interest, or a specific achievement. Avoid: “How is your day?”)

  • Value Deposit: What can you give them before you ask for anything? (e.g., an article, a relevant introduction, a helpful tip.)

  • Communication Preference: Do they seem like a “straight-to-the-point” emailer or a “let’s chat on the phone” person?

The “Connection Deep-Dive” Table

Fill this out during or after your first interaction to track the relationship.

Question to Answer Your Observations
What is their “Why”?
What is their biggest frustration?
What do they value most? (e.g., Efficiency, Quality, Innovation, Security)
Personal Detail to follow up on: (e.g., “Ask about their vacation to Italy”)

Quick Strategy: The “Three-by-Three” Rule

Before every meeting or outreach, try to find 3 pieces of information in 3 minutes. Check their LinkedIn, their company “About” page, and their recent social activity.

Goal: You want to walk into the conversation knowing enough to show you’ve done your homework, but leaving enough space to be genuinely curious.

How to Make a Personal Connection with Customers

Making a personal connection isn’t about being “salesy”; it’s about moving from a transactional mindset to a relational one. Customers today can get products anywhere—they stay for the person behind the product.

Here is how to build that rapport authentically:

1. The Art of “Active Listening.”

Most people listen just to wait for their turn to speak. To connect, you have to listen to understand.

  • Mirroring: Subtly repeat the last few words of their sentence. If they say, “I’m just stressed about the deadline,” you say, “The deadline has you stressed?” This signals you are truly present.

  • The 80/20 Rule: Let the customer speak 80% of the time. The more they share, the more invested they feel in the conversation.

2. Remember the “Small Big Things.”

People feel valued when you remember details that have nothing to do with their wallet.

  • The F.O.R.D. Method: If the conversation lulls, ask about Family, Occupation, Recreation, or Dreams.

  • CRM Notes: If a customer mentions their dog is sick or they’re going to a concert, jot it down in your notes. Mentioning it two weeks later (“How is your Golden Retriever feeling?”) creates an instant bond.

3. Radical Transparency & Vulnerability

Authenticity beats polished perfection every time.

  • Own the Mistakes: If a shipment is late, don’t give a corporate excuse. Say, “I dropped the ball on this, and I’m going to make it right.”

  • Be a Human, Not a Script: Ditch the formal jargon. Use their name, share a brief (relevant) personal anecdote, and speak like you’re talking to a friend over coffee.

4. Surprise and Delight (The “Lagniappe”)

In old New Orleans, a lagniappe was a small gift given to a customer for free.

  • Unsolicited Value: Send them an article or a resource that helps them solve a problem, even if it has nothing to do with what you sell.

  • The Handwritten Note: In a digital world, a physical thank-you note is a superpower. It shows you invested the one thing you can’t buy back: time.

Transactional vs. Relational Language

Instead of saying… Try saying… Why it works
“Your order is confirmed.” “I’m so excited to get this out to you!” Shows shared enthusiasm.
“Let me check our policy.” “Let me see how I can fix this for you.” Positions you as an ally.
“How can I help you?” “What’s been the biggest challenge with [Topic]?” Opens a deeper dialogue.

Peer Perspective: Don’t feel like you have to be an extrovert to do this. Often, the best “connectors” are the quiet ones who simply pay the most attention.

The Art of Connection

The Art of Connection

The Art of Connection Study Guide

How to Make a Personal Connection with Customers

Prospect Worksheet

Obviously, when we talk about Business Fundamentals, we’re talking about connecting with people and allowing them to have what we have. But it’s so much more than that, and you are so much more than that.

When you sincerely connect with your own soul, who you are, and what your purpose is… other people see that and want to connect with you.

It’s really, really important this week to focus on The Art of Connection Study Guide – and really generate sincere interest in who you are talking to while thinking about how you can add VALUE.

The message now is to focus on really being in tune with what your connection is [with a prospect] and what your intentions.

Take some time in the next couple of days to read The Art of Connection Study Guide; there is homework attached; feel free to forward your homework to me: lynn.albro@gmail.com, Subject – Crazy Smart Marketing.

So I will leave you with the question – what is your intention for connecting with an individual this week?

  • Is it just being friendly
  • Is it to be a listener
  • Is it to listen to people’s needs
  • Is it to offer people a gift
  • Is it to convert prospects into connections

NOTE: Your gift can be as big as you, or if someone is really connecting to you and talking to you sincerely about looking for a solution, it can be a business opportunity.

Enjoy your day and connect. Start with your own soul and then just go give that connection your full attention.

The Art of Connection Study Guide

Ask yourself this – How deep can you take an initial connection (whether that be in-person or on social media) and develop a deeper relationship? The goal is to ‘connect’ with people.

‘Connect’ as defined by Google (referring to a relationship) to;

  • Bring together or into contact so that a real or notional link is established.
  • Join together to provide access and communication.
  • Associate or relate in some respect.
  • Form a relationship or feel an affinity.

Connection is the difference between meeting someone and getting to know someone. Connection is more than an introduction; it is bringing people together – it is an invitation to form a relationship, and a relationship is mutually beneficial to both the connector and the prospect, allowing them to enhance each other.

Connection is an art because it requires a skill set that allows you to intentionally gather valuable information about the person you are connecting to… finding out what they want to accomplish, what their needs are, and what they desire for their lives.

Gathering this information is an important step in knowing how to add value to their lives, And adding value, my friends, is the most important aspect of connection and building relationships.

Adding value is what you should be seeking to do – every day of your life.

Let’s just say that you are at an event and you have just started a conversation with a prospect you hope will be a new connection. If you start by saying -“Tell me everything about you,” – chances are you are going to get a resounding NO!

People are generally guarded, so it is a good idea to start out with an exchange of common questions and answers. It’s all about asking the right questions at the right time – with the right intention.

You can start out with;

  • Where did you grow up?
  • Do you have any pets?
  • Do you have any siblings?
  • What type of phone do you have?
  • What did you do this past weekend?
  • What are your plans for this weekend?
  • What do you like to do in your spare time?
  • What is the first thing you do when you wake up?
  • What is the last thing you do before you go to sleep?
  • What was the last thing you purchased?
  • What is your favorite holiday?
  • What is your favorite day of the week?
  • If you could meet anyone in history, who would it be?
  • What do you like to do to relax?
  • Are you a saver or a spender?
  • Do you play any instruments?

Courtesy of conversationstarters.com

Your intention should be to add VALUE! And to add value, you need to understand the information that is necessary to add value… you must know what the prospect needs.

So, after you ‘shoot the breeze’, the number one question that will never fail you (drumroll please…….)

How can I help you?

That question alone has started more connections than any other question you can ask. It is more than a question, it is a way of being… it is a lifestyle!

Remember: Connecting with people is about understanding their motivations and providing VALUE whenever and wherever possible. However, we cannot simply ‘give’ endlessly. We have to build our lives (and our relationships) con onnections that reciprocate.

Most of us are looking for deep connections with:

  1. People we can trust implicitly
  2. People we can rely on
  3. People who sincerely appreciate us for who we are

Building a Network vs The Art of Connecting

There is a distinct difference between networking and connecting. Networking is basically a numbers game – you are assembling a list of people who may or may not be able to help you, and who you may or may not be able to help.

It is important to note that you can’t connect with people unless you are networking with them. So gather up all of your networking acquaintances (as you did in Week #2), and evaluate them to see if you have any real ‘connection prospects’.

In reality, you cannot convert all of your sphere of influence (including product users) into business builders. What you really want is a handful of great individual connections with the potential to become business builders.

So, we start with a big pool of networking candidates, and over time, we develop relationships with a small group of people that we can work with to become business builders.

Over time we continue to build strong networks because it is from those networks that we create lasting and productive connections.

Think Strategically about your Connections

The best leaders are consistently (and strategically) looking for great people to fill the gaps in their own personal capabilities. In turn, you should also spend time thinking about the kinds of value you can add to your connections… It’s a constant process.

For instance, you may be great at sharing all of the product benefits with your sphere of influence, but maybe you aren’t so good at converting those people into business builders.

So, look for someone to connect with who can help your group with business building.

Qualify the people in your Network

The best way to help the people we want to create value for (and with) sometimes requires an analytical approach.

Qualification isn’t a process to say that one person is “better” than the others… it just means that you need to take a step back and evaluate where everyone fits within your network so that you can figure out how to increase VALUE for every one of them.

Qualification is the process of determining what the strengths are of each person in your network, and organizing those contacts by their strengths so that you can add value to their lives, encouraging those strengths.

Ways to Organize Your Relationships

Since you are in the process of learning how to form true connections with people in your life, let’s first cover the basic information you need to gather in order to organize your network.

NAME: You must address your connections the way they prefer to be addressed.

TITLE: Exactly what do they do? What position do they hold? Who do they influence?

COMPANY: Do they operate their own business, or are they employed?

SPECIALTY: What skills do they possess that they are currently using? What is their area of expertise? What makes them special?

IMPORTANT GOALS/PROJECTS: What is important to them? What are the 3 most important things they need to accomplish in the next year to get them where they want to be?

FAVORITE CHARITY/CAUSE: What causes call them to action? What groups do they support? Understanding who they want to serve will offer you valuable insight into who they are and what drives them. Choosing a charity is choosing who they give their heart to, without financial or material benefit to them.

FAMILY/PERSONAL INFORMATION: Married? Spouse’s Name? Children? Birthdate? These are personal touches that you need to note.

CONTACT INFORMATION: You need to know what is the best way to communicate with them. Find out how to contact them, but also, which method of communication they prefer.

Those is the basics, and what follows are some more factors that you must consider when organizing your network:

NEEDS: Maybe anything from  ‘more money to pay bills’, a job that can be worked from home ’, or ‘affordable medical insurance’.

WANTS: Maybe anything from a luxury car, more time to spend with family and friends, or a freedom-based lifestyle.

LIKES: Common interests are one of the most powerful ways that we connect with people.

DISLIKES: Knowing what someone dislikes can be just as important as knowing what someone likes.

ACCOMPLISHMENTS: Awards, college degrees, achievements in sports, etc.

GOALS: Accomplishments look to the past, and goals look to the future. Goals can be powerful, motivating forces in our lives; retirement, vacation cabin, and college education for their children.

NETWORKS: Clubs, alumni groups, shared social causes, think in terms of networks that you may be interested in getting involved with.

BACKGROUND: Hometown, life experiences, family/friends. A person’s background is not only useful to know for general conversation, but things like travel, family, and cultural differences can be very interesting to hear and learn about.

Here is an example of contact notes in the above eight dimensions:

Prospect: Mary Smith
Needs:

– Raising small children needs to be able to work from home.

– Needs reliable transportation

Wants:

– Take kids to Disneyland this summer.

– New living room furniture.

 

Likes:

– Going to country-western concerts

– Likes Honda Pilots

– To travel

Dislikes:

– Not a fan of fast food

– Do not call after 6 pm

Accomplishments

– Has a teaching degree

– Won a writing contest in college

Goals:

– Wants to help feed the homeless

– Wants to set up a cooking blog to share recipes

Networks:

– Member of the Catholic Church

– On the school committee for fundraisers.

Background:

– Raised on a farm

– Spent 3 years teaching kindergarten

Now I want you to imagine that you have these notes on hundreds of contacts… You would probably be able to see commonalities, patterns, and/or groupings. It doesn’t take that much time to jot down a few notes about someone, especially if you have had several interactions with them. These notes are especially important when you don’t see a prospect on a regular basis.

Using Mary Smith as an example, here are a few ways to utilize what we know about Mary:

  • Mary needs reliable transportation – can you put her in touch with a connection that is getting ready to sell their car (preferably a Honda Pilot)?
  • Mary wants to take her children to Disneyland – can you stop by the bank and get ticket discounts that would make that vacation more affordable?
  • Mary wants to set up a cooking blog but doesn’t have the technical knowledge to do that – can you share a connection that could get her set up and bring her up to speed on blog creation?
  • Mary wants to help feed the homeless – can you share a non-profit connection that participates in serving food to the homeless?

As you can see, there are many opportunities to create new value in your relationship with Mary. The beauty of connections and relationship building is that every time you form a new relationship, you are able to bring that person into your entire network. Mary and her network have the potential to help you or a member of your network. It’s just a matter of finding the right connection.

Keep in mind when you are connecting people to other people in your network – you are not just bringing two people together, you are attaching your reputation to every contact you pass along. You want to connect people who are interested in networking, as well as taking action in order to better themselves and those around them.

Don’t just complete the Prospect Forms – Use Them

If you are really serious about building your connections and developing relationship networks, fill out a Prospect Form on all of your network prospects – make the Prospect Form a habit! Set aside a few minutes each day and organize your notes about the people you interact with. I recommend spending the first few minutes of your morning.

When you are on the go, you will need a quick reference with regard to all of your contacts, including your connections. I recommend that you organize them in your cell phone. When I am out and about – say I speak with someone and realize that they are interested in business building –  I edit their contact form, adding a code to their contact name. For instance, Michele Foster BB – BB stands for Business Builder. Then, whenever I want to reach out for the purpose of growing my business, I can just look through my phone for anyone marked BB and give them a call.

With smartphones and organizers, you can add many details about the people you are connected with and have that information in the palm of your hand.

NOTE: If you can’t say something positive about a person, don’t say anything at all. The notes you make can accidentally be viewed by someone else – so keep your notes honest, but do yourself a favor and keep them positive.

Surround Yourself with People Doing Great Things

Ideas are important, but they are only the first step on the long road to success and prosperity. Surround yourself with people who are willing to take action on their big ideas.

All of us may know people who are ‘stuck’ – for one reason or another, they keep themselves from achieving many of the things they could do if they just set their mind to it.

Are you one of those ‘stuck’ people? If you are, stop stalling and take action! And if you are reaching out to people who aren’t willing to take action, don’t spend too much time building a relationship.

You want to surround yourself with people who are interested in doing great things AND are willing to get out there and get it done. Look for people who take action and align yourself with them.

One Final Note – Don’t Stop Reaching Out

The Art of Connection means that you have to be consistent in your follow-up with people you are trying to build a relationship with. Realize that most sales are closed after seven to nine contacts; that is the average. Send thank you cards, candy, emails, voice messages, and visit in person… the sooner you get in those seven to nine contacts, the sooner you have a connection.

Building a relationship with a strategic prospect is a sale.

In addition to the value that you can bring to the relationship, you are selling yourself! You are asking for something very valuable to them – their time and attention. Realize that people are busy – do not take it personally when you are unable to reach them right away – keep on trying.

HOMEWORK:

  • Print the Prospect Form, then I want you to complete a Prospect Form for each of your top 10 business contacts.
  • Evaluate your Top 10 business contacts to determine whether or not they are doing great things, and whether or not they are Business Builder candidates
  • Reach out to your Top 10 business contacts and add VALUE – connect them with someone who can help them meet their goals or fulfill a need.
  • Over the next 30 days, increase the number of relationships you have evaluated to 25. You will immediately see that your ability to connect has been right in front of you the whole time.

NOTE: You may not be able to complete all of the sections in the Prospect Form – complete what you can, then you can focus on gathering the rest of that information from your Top 10 business contacts.

Reference: The Art of Connection, eBook by Larry Benet

Easy Ways to ‘Clear the Decks’

“Clearing the decks” is all about removing the mental and physical friction that stops you from actually starting. Think of it as aggressive simplification—getting the “small stuff” out of the way so you have a clean runway.

Here are some low-effort, high-impact ways to clear the decks right now:

1. The “Mental Dump” (2 Minutes)

Your brain is a terrible office but a great factory. Stop using it to store lists.

  • The Brain Dump: Grab a piece of paper and write down every single thing nagging at you—from “fix the porch light” to “email the boss.”

  • The “Delete” Filter: Look at that list. Cross off anything that isn’t actually essential this week. Just seeing it on paper reduces the “open loops” in your head.

2. Digital Surface Cleaning

A cluttered screen is a cluttered mind.

  • The “One Tab” Rule: Close every browser tab that isn’t related to the current task. Use a tool like OneTab or just bookmark them for later.

  • Clear the Desktop: Move all those stray files into a single folder named “To Sort [Date].” You don’t have to organize them now; you just need the visual calm.

  • Nuke the Notifications: Put your phone in another room or turn on “Work Focus” mode. If it’s not in sight, it’s not in mind.

3. Physical Workspace Reset

You don’t need a deep clean, just a “clearance.”

  • The Arm Sweep: Take anything on your desk that isn’t essential for the next hour (dirty mugs, mail, random pens) and put them in a physical “inbox” or a basket.

  • The Reset Trigger: Wash one dish, throw away three pieces of trash, or file one paper. This creates “micro-momentum.”

4. Administrative “Quick Wins.”

Clear the small hurdles that cause “micro-stress.”

  • The Inbox Sweep: Archive everything in your email that is older than 30 days. It’s still searchable, but it’s out of your face.

  • Pre-decide Your Basics: Pick your outfit for tomorrow or decide what you’re eating for lunch right now. One less decision later means more energy for the big stuff.

The “3-Minute Deck Clear” Checklist

If you’re feeling overwhelmed, just do these three things:

  1. Physical: Clear a 2×2 foot square of space directly in front of you.

  2. Digital: Close your email and Slack/Teams.

  3. Mental: Write down the one thing that, if finished, would make today a success.