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Intentional Goal Setting Strategies for Small Business Owners
Episode 2 • 4th July 2024 • Growing a Deeply Rooted Business • Jessica Walther & Rachel Lopez | Rooted Business
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In this episode of the Growing A Deeply Rooted Business Podcast, hosts Jess and Rachel discuss the importance of setting intentional goals for business growth. They discuss the pitfalls of setting arbitrary goals and the significance of aligning goals with core values and desires.

Key aspects covered include defining your 'why,' understanding the 'what,' and establishing the 'how' to ensure goals are achievable and meaningful. You will learn practical tips for reverse engineering goals, setting realistic benchmarks, and incorporating accountability into their routines.

The episode also offers insights into balancing ambition with reality and how to maintain motivation and focus throughout the year. Essential for entrepreneurs looking to create sustainable and fulfilling businesses.

Timestamps:

00:21 Embracing the ecosystem theme

00:47 The importance of setting goals

01:54 Setting intentional goals

03:44 Defining the 'why' behind your goals

06:05 Aligning goals with core values

14:55 Establishing realistic and ambitious goals

20:46 Implementing the 'how' to achieve goals

Connect With Us:

Jess Website

Rachel's Website

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Work with Us 1:1

Rachel's Services

Jess's Services

__________

Learn with Us

Get Jess's Sustainable Success Systems Starter Kit, a Notion Business Management Systems that takes your business from overwhelmed to organized with 4 foundational workflows. <<Learn More Here>>


Diagnose Common Launch Problems and Fix Them Fast! Get the Launch Cure Guide : https://www.thelaunchcollaborative.com/launch-cure

Get Rachel's Guide to a High-Converting Email list to learn 4 shifts to elevate your emails & embrace sustainability in your marketing. <<Get it Here>>

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Transcripts

Jessica:

Hello, and welcome back to another episode of the

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deeply Rooted Business podcast.

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My name is Jess, I'm your ops

guru, and I'm here with my lovely

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co-host, Rachel, our marketing

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What do we call you?

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Rachel: I don't know.

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Our marketing architect,

I don't know, gardener.

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I've been really embracing

this ecosystem type messaging.

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So maybe I just go into

a garden type energy

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jess_1_01-05-2024_131009:

A marketing gardener.

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I have been very into gardening lately.

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As far as like my themes, like

I just did redid my website.

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I don't know if you've seen it yet, but

it's all about making space for growth.

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So it's got plants and dividing up

the different business stages into

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rooting, sprouting and blossoming.

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I'm aligned with this ecosystem earthy

theme that we've got going on, All

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right, so today we're talking about

one of my most favorite subjects

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and Things to talk about is goals.

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Competition is one of my main strengths.

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Finders and achiever is also a strength.

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In my Strength finders, I don't know if

you've done your strength finders before.

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buT basically it's like an assessment

that they would make us do when I was

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back in corporate and it finds your

top five strengths, and matches you

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with what roles and responsibilities

that you would be good at.

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And I've got achiever,

activator, and competition.

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So hitting and achieving

goals is so motivating for me.

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That was one of my most favorite

things at corporate was going in every

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morning and opening up my store, my

district scorecard to see if we were

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number one in the company because

I am a highly competitive person.

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That's something I actually missed

too, when I made the transition is

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Track 1: I

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jess_1_01-05-2024_131009: No one's

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Jessica: Things saying

are you doing a good job?

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You just have to like,

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Track 1: You just pat

yourself on the back.

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There's no score tracker

or anything like that?

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Totally.

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jess_1_01-05-2024_131009: Yeah.

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So today we're gonna be talking

about how to set goals, the

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right way or how to set more

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intentional goals.

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one of the things that we have noticed

or that I see happen, or I've even been

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victim of is setting these arbitrary

goals because it's based on things we

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think we should do to be successful or

things we think will make us happy.

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Or I remember Rachel talking

about her goal of launching and

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how she , hated every second of it,

but it was I've been there too.

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It's you're at that

point of your business.

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It's this is what you're

supposed to do now, right?

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You're being launching.

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so we're gonna be talking about

how to set more intentional goals

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Track 1: Yeah, and I think it's really

important to keep that . Train of thought

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of one, not setting yourself up for

failure when you're establishing your

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goals, which is why we are focused on

saying these are intentional goals.

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Because a lot of time when it

comes to business, we make a

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long list full of goals and we.

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Don't understand that a goal is a

project and a project has 15, 20

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tasks that come with each goal.

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And it's not just one line

item on your to-do list.

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And so ultimately it's reverse

engineering so that you . Make progress,

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make growth in your business without

having this kind of like looming

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failure of oh, I didn't reach my goals.

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It's you, if you would've set

reasonable goals, you surpassed them,

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but you set these very unreasonable

ones and yeah it's, yeah, you made

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yourself feel like crap about it.

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So

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jess_1_01-05-2024_131009:

We're gonna break this down.

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Into three different parts, the

why, the what and the how, , I know

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we've heard of smart goals before

and you have to have this, and this.

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Our intentional goals, you have to have

the why, the what and the how defined.

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And that's what we're

gonna go through today.

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So we're gonna start with the why,

which part of setting an intentional

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goal is that it has to be connected to

your core desire or your deeper why.

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because when you'll set out to

achieve anything new, you're gonna

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hit roadblocks, you're gonna hit

obstacles, you're gonna get bored.

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There's gonna be things

that are not so fun to do.

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And I think when you're truly

connected to that deeper desire or

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deeper why, that's gonna give you

the motivation to push through it.

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Track 1: There's this rooted

element to it that if it's

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connected to your kind of value.

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Or your desires or your lifestyle, that

it's more it's possible to achieve

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it on a higher level because there

are so many more motivating factors

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to do it rather than, oh, I just wanna

reach this revenue income of the year.

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And you're like, why?

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And you're like I just.

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I dunno.

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But if you're like, I financially

need to pay myself this much money

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to pay my bills to take this trip,

there's like this rooted element

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that's okay, that's a non-negotiable.

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Now we have to push forward

with this goal type thing.

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So it's just really important to

remember that rooted reason for it.

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jess_1_01-05-2024_131009: Yeah, and

I think another way that you could go

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About doing this is that when I was in

Athleta that we'd have conferences every

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year, but one year they went all out

for us and they actually brought in,

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I don't know if you know who Danielle

LaPorte is, but she has this book

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called The Desire Map, and she walked

us through a process of setting goals.

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But it started with the feeling first.

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And then working backwards from that.

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How do you want to feel?

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And I think ultimately when we set

these arbitrary goals, like we

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say oh, I wanna hit $500,000.

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That's like.

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Why do you wanna hit $500,000?

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What is the feeling behind that?

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Is it because you want to feel more

financially secure or you want to

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be able to have more fun in your

life, or you want to do this?

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So if you go back to the deeper why behind

it, you may not have to hit $500,000 to

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have Financial security to have more fun.

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There could be a bunch of different ways

that you could go about achieving that.

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So when you start down one path of trying

to hit that and it doesn't work out for

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you, then there's another experiment

or another way, , that you could try.

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I was actually thinking about this with

me and you, because I think both of

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us has we've talked about this before,

where we've reached the stage in our

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business where we're like Capped out.

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We, we have to make changes if we wanna

level up to the next income tier or the

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next level of success of entrepreneurship.

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And so that's both of our goals.

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But I think right now, I.

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We're both being pulled in

different directions to do that.

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Where I see you shifting into more

of an agency model and adding

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on teams and that kind of thing.

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I Am more exploring can

I do this without a team?

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And maybe lean into more content

creation and affiliate, deal

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affiliate marketing and influencer

marketing and making templates

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where it's I'm trying to really

build some of that more passive

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where you like want to manage a team.

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And I think that comes

back to core values.

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One of my core values is

freedom and flexibility.

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And for me, when I see a team and being

responsible for a team doesn't feel

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like as flexible as If I could explore

this, but maybe I'll be wrong and I'll

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be , do need a team because this is not

giving me freedom and flexibility ever

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either, but like I'm exploring like that

avenue to help me achieve like my ultimate

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goal, which is freedom, flexibility

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Track 1: yeah, I think there is something

too, like on the like online space type

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messaging for when it comes to these kind

of like arbitrary goals that we see people

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setting pretty consistently throughout

business or maybe in just in early

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business is you hear a lot about the 5K

months, the 10 k months, and this type of.

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They try to align it with values.

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They're like more

freedom, more flexibility.

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Leave your nine to five and ditch

corporate, you're miserable there and

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you'll be so free and you'll do this.

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And there's that marketing

manipulation to it.

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And then they have attached

it to what feels like a very

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tangible goal, which is that 5K.

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10 K.

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But just like you're saying, there

are so many nuances and components to

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understanding is this actually gonna

be how I want to grow a business?

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Is this the area that I want

to . Take on more responsibility

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with is am I, is it actually gonna

gimme more freedom if I don't have

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a team or if I do this kinda thing?

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So I think that's probably one of the

most important things is that when you see

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these people throwing out these numbers on

the internet and you're consumed by it.

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Maybe align it closely, more closely

with what you desire in your life,

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your core values and your actual why.

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'cause it is, man, it gets so, you get

whiplashed with all these numbers out

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there that feel like goals and they're

not, they're just marketing messages.

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jess_1_01-05-2024_131009: Or

their means goals, not end goals.

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If you've ever followed did

I get that Guy Means goal?

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Oh, Vish, Ani.

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He talks about means

goals versus end goals.

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And if your end goal is just to

have flexibility and fun, then

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the means goal is the money to get

you there, but you could also have

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flexibility and fun with without that.

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anD we're gonna share a couple

of prompts at the end of each

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section to help you navigate them.

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And one of the.

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Questions that I really love to

explore when I'm setting a goal is

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what am I willing to give up or not

give up to make this goal possible?

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because with everything, there's

gonna be a give and take.

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So I really love coming back to that

question to figure out , is this

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worth pursuing or does this feel

aligned with what, my values are?

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Track 1: One last thing to add to the why.

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'cause I think it's really important

is that question of enough.

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I think this is someplace where

this needs to get added into.

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Jess mentioned earlier, last year

in business, I was at this point where

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I was , I need to grow the business.

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I need to do this.

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And my immediate res response

was to launch a program

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and kind of go through that.

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And I think a lot of people get

stuck with when they're hitting

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or when they're setting these

goals of oh, I want $500,000, or

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I want a 10 K month, or whatever.

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And really not having a

solid, like what is enough?

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What has the goal surpassed in

order for it to be like, okay,

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I feel good with this win.

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I think a lot of times as business owners,

we can get stuck on this kind of ongoing

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forever, . Chase and chasing and moving

the finish line So enough needs to be

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established in your intentional goals

so that you can move forward with a

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true celebration because you achieved it

instead of sabotaging yourself by moving

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that finish line and never celebrating.

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That's how burnout happens.

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. jess_1_01-05-2024_131009: I

love that you brought that up.

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My business coaches the zoos at

wandering aim, play, they talk

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about this enough number a lot and

not establishing an arbitrary goal.

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One of the exercises they have

you go through is write down

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everything you spend money on or

would like to spend money on in

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the future and get a real number.

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Because a lot of times we think we

need $500,000 to live our dream life.

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When actuality, if you add everything

up, it is nowhere near that amount that

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you could be happy with so some of the

prompts that we like to think about when

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we're talking about the why is what do

you wanna feel at the end of the year?

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Do and usually it's gonna start

with what do you don't wanna feel?

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And then you'll just have to reframe that.

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It's I don't wanna feel burnt

out, so I wanna feel ease.

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And I think this is where Rachel

had brought up, word of the Year.

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That part comes in as

well, invoking that feeling.

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Track 1: Yeah.

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Have you set your word of the year yet?

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I think that we talked about this before.

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What?

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What was it?

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jess_1_01-05-2024_131009: Okay.

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So my word of the year last year

was blossom, but I did not blossom.

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But I think this year, I think I just

wanna be a lot more intentional which

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is what we're talking about right now.

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I feel like I was running like really

fast last year, like trying to do things

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really fast and that's in my nature.

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We just talked about my taxes and

I'll go back and finish everything up.

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It's all that stuff, but it's I

wanna go a little more slower and

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make real connections and the things

that I do have a lot of thought and

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intention behind them, rather than

putting out a lot of quantity stuff.

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Track 1: Yeah.

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My word is growth this year and

it is intentional growth, but

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also we're pushing it, we're going.

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It's a definitely a push season for

me, but it's gonna be exciting and

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I'm really like, I feel good for it.

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Yesterday was, so yesterday, last

year was such a pullback year.

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I stayed

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jess_1_01-05-2024_131009: my.

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Track 1: I stayed so steady

with like year over year.

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I think I was like maybe $500 short.

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It was steady and it felt good, but it

was also a very busy year personally.

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So this year I'm ready to like

pedal to the metal kind of

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thing and see what happens.

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'cause all I can, all I get, my

enough goal is last year's revenue.

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That's fine.

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If I can hit that again, like

I already know, I can like

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Steady.

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But yeah, so I'm excited.

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It's gonna be a fun year.

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jess_1_01-05-2024_131009: Okay.

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So some more prompts.

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So we already talked about

what do you wanna feel, what

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would success look like to you?

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One of the coaches that I follow

her name's Justin McKinley.

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She's great.

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But she has you write a letter

to your future self, like at

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the end of the year, next year.

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Telling you how proud of yourself

you are for all these things.

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so I feel like that's like tapping into

what would success look like to you?

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What about this goal is important to you?

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That's connecting it to the deeper why.

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We already talked about what are you

willing to give up or not give up to.

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Get that goal.

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So those are some journaling

prompts that you could mull over

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when you are thinking about setting

your goals for the new year.

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Track 1: I recommend to people as you're

setting these kind of remember no more

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than four, four goals of the year.

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Don't overload yourself, but using

these prompts for every single one.

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If it's a revenue goal, like what

does success look like for you?

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Then what does enough look like for you?

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Then if you're setting an emotional

goal of pushing through something

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that's maybe a little bit uncomfortable.

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What does success look like?

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Does you get halfway through and

then maybe bail because maybe the

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last times you only got 10% through

like really asking these questions

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and like these prompts through every

single goal that you establish.

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I think

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jess_1_01-05-2024_131009: Oh, I love that.

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So especially with the revenue goal,

because a lot of times as a mom, I know

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I could make more money, but right now,

I need to be able to log off at two 30

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and go pick up my kids.

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So it's , what am I willing to give up?

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And it doesn't make me beat

myself up about not hitting a

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revenue number, making any more,

as much money as my peers are.

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It's because I'm intentionally deciding.

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I'm not giving that up

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to be able to Hit that goal.

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And then I've only got a

kid for four more years.

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My mom says You never get rid of 'em.

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But I've only got my teenager

here for four more years.

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So then after that, after

that we can blow it up.

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Track 1: The next criteria is

what, and I think we're gonna

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just nerd off on this one.

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I think we need to stay focused on this.

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I'm gonna preemptively say that

'cause it's something that you and

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I can both talk about for hours.

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jess_1_01-05-2024_131009: Yeah, I

put here with my little notes to

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kick this off is the, what is what

is the actual goal you're setting

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and when you're setting these goals?

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We wanna be ambitious and so that we'll

be motivated to do it, but also balancing

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that it is rooted in current and past data

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Track 1: Example of this would be, I had.

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Let's say I booked 50

sales calls last year.

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I wanna book.

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A hundred that feels crazy.

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That's okay, that's nearly doubling it.

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I would say add it at a incremental look.

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In the past, say, the year

before that, how many did I book?

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What was the percentage lift that I did

from that year to this year, and what

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can I reasonably do from this year to

next year is the way to go about it.

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I think a lot of times people get stuck in

these numbers and just throw things and

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they have no reason or logic behind it.

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We've talked about this time and

time again with people launching, I'm

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gonna make a hundred thousand dollars.

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I'm like, ma'am, your

product is a hundred dollars.

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That means you have to have more leads

that are in your audience and more

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leads that are ever even aware of you.

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That's not reasonable.

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It's not rooted in data, current or past.

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jess_1_01-05-2024_131009: Yes.

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And I know it's not fun and I love to

vision board too, and yes, magical things

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can happen, but I think if you're just

setting these goals, like the a hundred

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sales calls one, my first question is

do you even have enough time on your

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calendar to do 50 more sales calls a year?

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How would we make that

even possible and happen?

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And then two, you have nothing to track

towards to say if you're doing a good or

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not a good job because you're not setting

up a key benchmark in the first place.

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Track 1: Totally.

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Yeah.

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And I think that's, if you

haven't, don't know about the

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benchmarks that we recommend.

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Go listen to the like literally last

episode because it is one of those that.

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We dive so deeply into the core metrics

that are so important to understanding.

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If you're talking about sales

calls, you need to understand

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conversion from those sales calls.

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You need to understand journey

to booking that sales call.

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What does that look like?

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We try not to jam every episode

with all of these numbers and KPI.

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So go listen to that one.

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It's definitely one of my

favorites that we've done.

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jess_1_01-05-2024_131009: Here's

some questions if you're just gonna

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dive in and journal into this.

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So how did I track towards

this goal last year?

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So looking back at those

benchmarks, what does.

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The data say, has worked

and has not worked before.

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Can you build on previous wins?

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Are some ambitious but reasonable

goals based to set on all of that?

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And then.

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I thinking about two different ways

that you could reach that goal.

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So if we go back to the, a hundred

thousand dollars years, there's a

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bunch of different ways that

you can go to reach those goals.

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But the easiest way would probably

be looking back to see what worked

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in the past and doing that mostly.

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And then if you wanna experiment with

other things, you can add on that as well.

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And I think my business, for example,

I have this new offer called the

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Seasonal Reset, and it's like a

mini business retreat for everybody.

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But it hasn't been tested yet , so

I'm not gonna go all in on I'm gonna

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make a hundred thousand dollars this

year based on my seasonal resets.

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I'm gonna hang on to my retainer

clients because I know that's worked.

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And then I'm gonna start a pepper this

in gradually shift towards that way.

351

:

And that's where it's that rooted

in reality is super important

352

:

Track 1: Something to add to, to

not live in the business shoulds.

353

:

So the business shoulds would be something

like, okay, I need to launch a new

354

:

program, or I need to create a new offer.

355

:

I need to do.

356

:

Whatever the things that the shiny object

syndrome is telling you to do, I think

357

:

these the what in your ambitious goals.

358

:

This is super important so that you

can lean into one, what works for you.

359

:

'cause you're gonna be rooted in that.

360

:

Past data you can say.

361

:

My lead sources last

year were A, B, and C.

362

:

And you're not gonna come into

this year and be like, I'm

363

:

gonna put all my energy into D.

364

:

I'm like, ma'am, D wasn't

even on the table last year.

365

:

A what?

366

:

Held 60%.

367

:

So why don't we lean more into

this if we're talking about growth?

368

:

'cause I think there's so many things

that I hear people say oh, start a TikTok.

369

:

Start this and start that.

370

:

And it's we need to lean into reality

and lean into what we know works.

371

:

And then once we have what, what

works, then we can experiment.

372

:

We can explore and live more into

that creative zone of expansion.

373

:

But when we're setting these

goals, it's really important

374

:

to stay rooted in reality.

375

:

jess_1_01-05-2024_131009:

Yeah, and simplicity wins.

376

:

You do not have to create any new

offers if you have something that works.

377

:

The most successful client

I have has one offer.

378

:

She's been doing the same

offer for three years.

379

:

She's got it down to a science.

380

:

We've got launching down to a science now.

381

:

It takes very minimal energy.

382

:

Everything is fine tuned, and that

has opened up more space in her life

383

:

to pursue Other things outside of

business that she wanted to do, . You

384

:

don't have to do new stuff to be

successful, but I think there's a lot

385

:

of pressure because when you do new

stuff, you need to hire more people.

386

:

So everyone in the online space

wants you to do new stuff.

387

:

But if, if you're called to it, do it.

388

:

But you don't have to do it if

389

:

you're not feeling called to it.

390

:

Track 1: totally.

391

:

jess_1_01-05-2024_131009: So jumping

into our last criteria is the how.

392

:

, and I think this one gets missed a lot

393

:

Track 1: This is my gap.

394

:

This is my biggest gap for show

395

:

jess_1_01-05-2024_131009: project

manager, I see this, I'm like,

396

:

okay, but how are we gonna do this?

397

:

And clients come to me with these

big goals and ideas and I'm like,

398

:

okay, so how are we gonna do it?

399

:

Let's schedule it out.

400

:

And then it's oh, I

have to actually do it.

401

:

The how is about putting the

support and resources in place

402

:

to actually achieve your goals.

403

:

That's what makes it intentional, because

anybody can write a goal down on paper,

404

:

but it's another thing to actually begin

to take action and put together the

405

:

things that are gonna help you do this.

406

:

, as like running a business when

you're doing client work, you're

407

:

gonna get pulled all in different

directions and normally a new goal

408

:

is like nice to do, not a have to do.

409

:

If you don't.

410

:

Launch your program.

411

:

You're not gonna be destitute, It's

a nice to do, but those things are the

412

:

things that get pushed to the side first.

413

:

So that's why it's really important

to put the support around your

414

:

goals to actually make them happen.

415

:

thAt starts with scheduling time and space

on your calendar to actually get it done.

416

:

And then more importantly,

like when it comes to that time

417

:

block, protecting that time block

418

:

and actually doing it.

419

:

Track 1: Don't add 10 goals

to your list because each goal

420

:

comes with five to 10 tasks.

421

:

This is where that scheduling

is implemented because those

422

:

individual tasks and the to-dos

to reach the goal, take time.

423

:

And when you've overloaded your goal

list, then you're setting yourself up

424

:

immediately from a prioritization step.

425

:

'cause you may go to the least

. High on the priority list and

426

:

go to the shiniest one on there.

427

:

Oh, I'm gonna spend so much time

launching a YouTube channel.

428

:

And then if you spend all that time

there, but skip out on the, to-dos of

429

:

your revenue generating activities, you've

set yourself up with a place of struggle.

430

:

And we don't want that in business at all.

431

:

So I think scheduling, it's let's be real.

432

:

'cause we, like you said, you only

have so much time on your calendar.

433

:

. jess_1_01-05-2024_131009: And I this is

where it really , becomes important to

434

:

like you were talking about in our last

episode, of mapping out those push and

435

:

pull seasons so that you know when you're

gonna have the time and space to do this.

436

:

And also, like you said, setting

like the priorities for , your goals,

437

:

because there's about 50 things that

I wanna do in my business right now.

438

:

But there's things that should be

definitely be prioritized first so

439

:

then the second part that's really

important and one of the big shifts

440

:

that I think my clients feel when they

start working with me or you just start

441

:

bringing on a team in general is that

increased accountability because you're

442

:

not just having to answer for yourself,

443

:

which like, my boss is a really, like

my self boss is a really lenient boss,

444

:

Track 1: Same

445

:

. I'm like, no, girl, you're tired.

446

:

Take the day.

447

:

Take the day.

448

:

. Yeah, but I totally feel that too.

449

:

'cause I've had clients

who have the means.

450

:

They have the.

451

:

Knowledge to move forward on

certain areas of their business.

452

:

But until they bring someone in that

they can , vocally, talk through things

453

:

that they can actually map out stuff.

454

:

And even if it's just talking at me and

not having this collaborative experience,

455

:

it makes a world of a difference when

you have someone in business, it's like

456

:

a coworker back in corporate that can

help you . Push through the lack of

457

:

fun stuff and actually get to the part

that brings action and ideas forward.

458

:

So I totally hear you on that.

459

:

'cause I'm so lenient, I'm like,

I'm not a boss, I am an employee

460

:

and someone needs to tell me what

to do, but it can't be me someone

461

:

tell me what to do.

462

:

jess_1_01-05-2024_131009: I have one.

463

:

I have one client who just loves

to schedule like project calls and

464

:

literally most of the time it's just

me watching her work on her thing.

465

:

But it's that enforced accountability

of she's gonna focus and work

466

:

and I'm there to brainstorm.

467

:

But a lot of it is just

having that outside force

468

:

to Help you get it done.

469

:

I think this is, especially, I know we

talked about human design briefly, but

470

:

it just came up as probably especially

important for people that are manifesters.

471

:

And projectors because they do

not have their own motor center.

472

:

So being able to feed off

of other people's energy is

473

:

gonna be super important.

474

:

So if you're one of those things

I would toy with, just finding

475

:

an accountability partner.

476

:

And then another thing that could be

really helpful if you're having maybe

477

:

it's not just getting it done, but

it's more like a mindset is that's

478

:

where you're gonna work with a coach.

479

:

That's gonna have to help

you kinda push back the past.

480

:

Those things that may

be holding you back.

481

:

And then a third thing with

accountability is like using

482

:

your project management system.

483

:

So when you're Scheduling out the

time to get 'em done, putting it in

484

:

your project management system and

establishing routines where you're

485

:

checking in on that regularly.

486

:

So I have my like morning routine

where I can check in on my task and

487

:

like I'll, I may have so many tasks.

488

:

I do a lot of shifting around

in my notion, but it doesn't,

489

:

the tasks don't go away.

490

:

They still get done.

491

:

And seeing that every day is

like a layer of accountability

492

:

for me to get those things done.

493

:

Track 1: Yeah.

494

:

jess_1_01-05-2024_131009:

aNd then some more support.

495

:

I think it's making it fun.

496

:

So setting milestones, reward

systems, like when you have to

497

:

eat a frog, giving yourself some

motivation to get through it.

498

:

So I will work, I will reward myself

with Trips to the thrift store.

499

:

'cause I love to go thrifting and

I'm like, you cannot go thrifting

500

:

until you write this email sequence.

501

:

Track 1: I am.

502

:

I need to do that, but I am, I

spoil myself and I need to , I

503

:

need to have that self-control too.

504

:

Withhold the rewards.

505

:

'cause any little thing I'm , oh,

we completed all our tasks this

506

:

week, reward, and it's tasks I

would've had to get done regardless.

507

:

So I totally hear that.

508

:

But yeah it's when you can gamify

it, it really does make it easier to,

509

:

do and consume it and all of that.

510

:

jess_1_01-05-2024_131009: Yeah.

511

:

Yeah.

512

:

And I think too, like trying to

make the mundane parts of it fun.

513

:

For me this is like about weaving in

a lot of Creativity into the task.

514

:

So if I am, yesterday for example,

I was redoing my pin post.

515

:

I feel like everybody's doing that,

redoing their pin posts for the new year,

516

:

and I was really getting stuck on it.

517

:

I wanted it to be creative.

518

:

I can't just do something, it has to be

creative and fun how can you make it more

519

:

fun or like tap into The things that like

you would find more enjoyable about this.

520

:

And then also setting some

con constraints around it.

521

:

So when I went to go do my pen pose

yesterday, this might be totally

522

:

off topic, but just opening up a

blank page in Canva was like, I

523

:

don't even know where to start.

524

:

So

525

:

our creative marketing and found

like a little $12 template.

526

:

And I was , okay, at least I have

guardrails now and I definitely

527

:

got that a lot different faster.

528

:

So knowing yourself, knowing your like

strengths, knowing your opportunities,

529

:

and being able to adjust and support

yourself in creating those goals.

530

:

So some prompts for this

section of setting your goal is

531

:

how soon can you get started?

532

:

What's a realistic timeframe?

533

:

What barriers or obstacles

do you have to overcome?

534

:

Or what is your biggest concern?

535

:

And then what other supportive

resources do you need to have in place?

536

:

So those are for that.

537

:

Track 1: The how is really like my Gap.

538

:

But I'm gonna use our system

here to really make sure that

539

:

I do The hows on my goals?

540

:

'cause I already have my

goals set for the year.

541

:

So it'd be fun to break them out into,

these three criteria so that they're

542

:

one, I can either eliminate some that

I'm like, yeah, that's a next year thing.

543

:

but I think it's really one of

the most eye-opening things

544

:

about how people operate in small

businesses or in entrepreneurship

545

:

versus corporate is that most times

corporate have five plus year plans.

546

:

And I think that's something

that , is very foreign to the.

547

:

Online space.

548

:

The smaller business type person is that

they are very constricted to, this is

549

:

my year and this is the goal for it.

550

:

But I think it's like really

important to know that, you can say

551

:

that's a 2025 goal or that's a goal

552

:

that I'm not focus on until these

milestones are hit and .Whether that

553

:

is a year, two years, three years.

554

:

We're not looking at it in this short

term, like super siloed planning aspect.

555

:

I don't know.

556

:

Have you noticed that from your experience

with corporate and like small business?

557

:

jess_1_01-05-2024_131009: I think

it's the same thing and I, it's

558

:

something that I've tried to, and I.

559

:

To figure out for myself with being

more intentional is like I said,

560

:

I have a daughter who is graduated

in four years and I feel at that

561

:

point my life can change drastically.

562

:

'cause I'm no longer tied to

bringing her to school every day.

563

:

She is planning on moving out of the

country to go to college in France.

564

:

I

565

:

might not even have a kid here.

566

:

Yeah.

567

:

I might not have a kid here anymore.

568

:

So it's what For me that's like

easy to look ahead to four years and

569

:

okay, in four years I wanna be able

to follow her to Europe or do this.

570

:

So what do I need to do in my

business to make that true?

571

:

And I think that's what the part

that gets missed is , what do I want

572

:

my life to look like in four years?

573

:

And then what do I need to do this year

in my business to support that goal?

574

:

I heard this, I think it was from

Vision Liani too, about, there's

575

:

a YouTube that I'll link about

him, his goal setting process.

576

:

But he says hu as humans we

overestimate what we can get done

577

:

in one year, but we Underestimate

what we can get done in three years.

578

:

So it's like we're setting like

these, a bunch of different goals that

579

:

we wanna get accomplished in 2024.

580

:

Push those out because you're probably not

king what you can get done in:

581

:

I have no idea what year it's anymore.

582

:

20 25, 26.

583

:

Track 1: Totally.

584

:

No, I totally hear that.

585

:

Yeah.

586

:

What I was , what a powerful statement.

587

:

That's so true.

588

:

Because if I think three years

ago, year one baby business owner,

589

:

Rachel, some of the things that

I'm prioritizing now, I'm like, man,

590

:

I still haven't figured that out.

591

:

But if I was just more focused

back then on really narrowing down

592

:

Certain things, but I think another

thing that I really wanna make sure that

593

:

is important to think about is you

have so many business owners who are so

594

:

reactive in how they generate money in

their business and how they grow their

595

:

business, that it's like you don't want

social media to be, and this is my

596

:

email marketing ran, you don't want

social media to be your primary revenue

597

:

generator because in 10 years when you're

598

:

45 years old.

599

:

Do you still wanna be trying to

figure out the real algorithms?

600

:

Is that your desire then?

601

:

Or is it, no, I wanna lean into

these more foundational pillars of

602

:

my business and sure, I'll still

have a content strategy, but like I.

603

:

That's how should these goals should be

like shifting at least your thought and

604

:

your prioritization as you're planning.

605

:

'cause it shouldn't just be, oh, I wanna

figure out how to make this much money.

606

:

It's like, how do I build my lifestyle

that I want now and in five years into my

607

:

Business so that it's stepping stones

instead of rebuilds every single year?

608

:

jess_1_01-05-2024_131009: Yes.

609

:

I love that.

610

:

A recap for intentional goals.

611

:

Here are our three criteria

to set our intentional goal.

612

:

Know your why, connect it to your

deeper desire and how you wanna feel.

613

:

knOw your what, set ambitious

goals that are rooted in reality.

614

:

And then know your how.

615

:

This is all about putting the supports

in place to actually achieve those goals.

616

:

So those are the three things

to set intentional goals that

617

:

we will actually achieve.

618

:

And I would say always aim for

Quality over quantity because

619

:

if you happen to hit that goal,

you can always add a new one in.

620

:

Okay?

621

:

All right, so until next

week, rooting for you.

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