| GOALS DON’T MATTER IF YOU DON’T HAVE A PLAN |
| At this point, you will likely have some exciting goals in mind for your business this year. To turn these goals into reality, it’s essential to have a solid plan in place. With a clear roadmap, you’ll be well-equipped to achieve your objectives and reach new heights. Following the example of successful businesses, here’s how to plan to reach your goals. |
| Analyze last year’s data. Before you can know where you’ll go in 2025, take a look at where you’ve been in 2024. How many leads did you generate? Where did those leads come from? What was your lead conversion ratio—how many leads did you need to get before you landed a new customer? When you sold those customers, what was the average revenue you took in per sale? |
| Determine how many leads you need in 2025. Based on your total revenue goal for this year and your average revenue per sale last year, how many customers will you need to get in 2025? Then, based on how many leads you needed to generate last year to get one customer, how many leads will you need to generate this year? Get that number of leads, and you should bring in the number of customers you need to achieve this year’s revenue goal. |
| Determine the things you need to improve. What do you need to do better in order to reach your revenue goal this year? Do you need to improve what you’re doing to generate leads? Do you need to get better at converting those leads into customers? Do you need to get better at closing sales with the customers you convert? Do you need to bring in more revenue per sale? |
| Write down what you’ll do. Put on a piece of paper, in a computer file, or on your phone the things you’re going to do every day, every week, and every month that will improve your performance and lead you to achieving your goals this year. |
| Stay focused. Concentrate on consistently completing these activities every day, every week, and every month. Make it a priority to complete the tasks that your business plan requires. That’s how to make your dream for this year become a reality. |
Jim Passi
Regional Manager
NMLS# 158000
1121 E. Main Street, Suite 121
St. Charles, IL 60174
Mobile: 847-899-1813
Email: jim.passi@alamedamortgage.com
Jim was on call pretty much 24/7
Recently bought my first condo. Everything about buying you own place and all the paperwork around it seemed so confusing and complicated. But thanks to Jim the whole process went smooth. Jim was on call pretty much 24/7. Every single question I had any time of the day he was able to answer. And I had a loooot of questions. For every detail in loan estimates and even questions not really related to his part of the process Jim provided clear answers and explanation. I was in a rush as my old rent was ending and I did not want to extend the rent but rather buy my own place. And with the help of Jim the whole process with approval and all the paperwork went so fast, smooth and on time that it just proves how experienced and professional he and his team are. Even after the purchase Jim is there to answer my first home owner questions. I would give them 11 out of 10 rating and highly recommend doing business with Jim.