Business Reset 2027: Build Your Roadmap for Growth

Description

A new year is the right time to step back, take an honest look at your business, and decide where it is going next. Most small business owners have goals in their heads; few have them written down with numbers, deadlines, and a plan to get there. 

This three-session, 9-hour hands-on workshop walks small business owners and entrepreneurs through a structured reset: evaluating where the business stands today, setting clear revenue and customer goals, prioritizing the operational fixes that matter most, and turning it all into a realistic plan. Each session builds on the last, and short assignments between sessions have participants work with their own real numbers. 

Key Takeaways: By the end of this workshop, participants will: 

•Assess the current health of their business across sales, marketing, operations, finances, team, and owner capacity 

•Identify their top challenges and opportunities heading into 2027

•Set a 12-month vision and a measurable 90-day revenue target, translated into the number of customers needed

Define customer acquisition and retention goals, including which marketing channels to keep, start, or stop

 •Prioritize the operational improvements with the greatest impact for the least effort 

•Create a written 90-day business action plan with milestones, weekly actions, and metrics to track Bonus Materials Provided: 

•Business Reset 2027 Participant Workbook (three parts, tiered by business stage) 

•Business health check self-assessment •Revenue target and customers-needed worksheet •Impact vs. effort prioritization grid 

•90-day action plan template and one-page plan summary