From Solo to Supported
Imagine for a moment that you are a solopreneur ready to make your first hire. You not only do so by July, by mid-October, you realize you have had your best year yet AND are on track to achieve your annual profit goal. All in less than nine months.
That’s what happened with one of my clients.
The first week of March, we found ourselves locked in a large conference room for a few hours. Surrounded by papers filled with data of her production and expenses for the last four years, we locked in.
She had one clear goal comprised of three main components:
- Break the ceiling of her highest sales volume to date (from 2021)
- Hire a director of operations (DOO)
- Hit a specific profit goal
My client had had a strong start to the year but was nervous. She was committed to hiring, but to afford this full-time role, she’d have to bring in a level of revenue that she hadn’t in the last four years.
She'd be solely responsible for another person's salary. The challenge: Not only would she have to onboard and train them, she'd have to manage it without taking away time or energy from the revenue-generating activities needed to achieve her own financial goals.
Our Solution
We used all the information she had to create a financial forecast based on her profit goal for the year. The financial forecast looks like a P&L, projecting revenue and expenses by month.
Accounting for the seasonality of her business over the past five years, we estimated monthly revenue based on the number of units we predicted she would close, using the average of the previous years' data and scaling up to reach her goal.
For this real estate client, we used Clarity Now for her pipeline and production tracking. (Other clients use spreadsheets. It depends how comfortable they are with Excel.)
The Outcome
Thanks to the clarity she had from good planning and a regular cadence of review, she only had to adjust the start date of her new hire by a month. We reviewed and updated the projection monthly for the next quarter based on actual pending contracts and new agreements. We also made future estimates based on her leads in the pipeline and their status. We noted any variance and the effect it had on her revenue and goals.
By mid-October, she realized that she was on track to break the ceiling for her highest level of sales volume to date. She would do so by November, with confidence that she'd hit her net profit goal by the end of the year.
And, she hired her DOO in July, who after 90 days into the role is thriving.
Is this an exercise you (or those you lead) would be interested in doing with me to exceed your goals this year?
Let’s set up a quick time to chat.
Published: November 5, 2025