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Crafting Your Next 12 mo. BIZ Money-Making MAP using This 8-Tier Framework Part 2 of 3

Welcome back. In this episode we’re going to build on what we’ve started in episode 5, so if you haven’t listened to it, go back to it now, and then come back here.

This process I’ve learned from one of my mentors on my journey Amy Porterfield 2 years ago and started using it every time I plan my year or when I get stuck and need to go back to the drawing board.

Moving on to tier No. 2 where we’re going to Envision & Brainstorm your Big Opportunities and Ideas you have for the next 12 months. 

In a perfect world, you’ll be doing these exercises somewhere between October and December when you’re planning your next year but if you’re stuck and want to get back some clarity, and back to the basecamp, you’re at the right place, so no matter when you’re going through these exercises, you always plan it for the next 12 months.

Now, I want you to get back to your quiet and no distraction place, with your notebook and a pen, and I want you to first close your eyes for a minute, take a deep breath and ask yourself:

“If I had a magic wand, and I instantly could put myself in a place 12 months from now, what would a breakthrough year look like for me? 

I want you to get clear about what a wildly successful next 12 months look like specifically to you. Because this is different for all of us. 

This is where I want you to dream big. 

I want you to get excited about what your next 12 months could look like in your business and also personally . 

Again, remember, we’re fast forwarding it 12 mo. from now. The magic is already done and it is so. 

What does that look like for you? 

I want you to turn on some music, or just get into thinking mode, and spend at least 30 minutes brainstorming: 

any opportunities, ideas...,

really think about what a breakthrough year would look like for you, forget the how and the logic, and what is realistic or not. 

Don’t edit yourself, just keep writing anything that comes to mind.

Here are some examples to inspire you:

  • Create a weekly blog post and grow your subscribers.
  • Start a Podcast or an YouTube Channel
  • Get 1 Listing every week if you’re a real estate agent
  • Create your first digital program and sell it to 20 people
  • Work only 10 months per year and take 2 months off
  • Create a new habit
  • Lose 20 pounds
  • Start a meditation practice
  •  Create a free Home- Buyer or Home Seller Online Workshop to attract more leads or a Webinar to sell your digital products online.
  •  Join a coaching program to support your growing business. 
  •  Start a free Facebook Group to attract your ideal client. 
  •  Hire a Virtual Assistant to finally get some extra support. 
  •  Start a Meetup group to educate homebuyers and/or home-sellers and/or investors.. 
  • Hit $250K in revenue.
  • Create and Set up processes and systems in place, so you can leverage and become more time efficient.
  • Streamline your social media marketing.
  • Create a group coaching program or a mastermind
  • Create a “done for you” service packages
  • Write a book

I want you not to hold anything back… just allow yourself to dream big in this step.

In order to help you out, I want to share what this looks like for my coaching business.

A breakthrough year for me will be a year where I would never worry about where my next client would come from. In fact, I would have a wait list. I would never, ever have to worry about filling up my pipeline of clients because I would have 3 streams of income in 2021:

I’ll have 10 Private Coaching Clients at all times that I’m consulting on their online marketing & business strategies throughout the year.

I’ll have created a DIY digital starter course for midlifepreneurs™ to teach them about online & social media marketing & business strategies, that I’ll be selling 24/7 online to bring me some passive income.

I have 2 affiliate programs I’m also promoting for an additional passive income.

I would also have added 2000 more people on my email list, and I would have made $150,000 this year. To me this is a wildly successful year for a startup business. 

It could be so dramatically different for you based on where you are today, your business and life background. 

You could have way more lofty or bigger dreams or maybe simpler dreams. No judgment here. You do you. 

Now, Stop this recording and go to your no distraction place and dream big. 

Welcome back. Did you do it ? I hope you did.

Moving on to Tier 3. Where we’ll get more intentional and will Identify your Money Opportunities

We’ll get very specific and do it in 2 Steps:

Step 1: Identify Your Money Making Opportunities

Step 2: Identify Your Lead Generation Opportunities

In order to do that, I want you to go to your brainstorming sheet and narrow down everything you put on your paper down, remember when I asked you to dream big in tier-2, the magic wand part…?

So, I want  you  to go back there now, and I want you to look at what you wrote and narrow it down to 3-5 money-making opportunities such as launches, promotions, marketing campaigns.

The following questions will help you do that.

Which money-making projects light you up the most?

What does your ideal client need the most and which one will serve them best?

What will generate the most money for you and what is the lowest hanging fruit? 

Remember, at this point you don’t need to be 100% certain, just give your best and put 3-5 things on the list.

Next. we’ll identify your 3-5 lead generation opportunities.

And more specifically we’ll focus on growing your email list, 


Because your database is your biggest asset, as they say your net worth is in your network.

And when you have your people in your own database, this is the way you can communicate with them, give them value, grow meaningful relationships with them virtually.

Because even if you have thousands of followers on social media, they reside on the social media platforms, and you have no control over this giant’s internet networks, they change  policies all the time plus what if  they go out of business, your followers and subscribers will disappear in an instant.

The only time when you have control is when your followers are in your base.

You only need an email address and maybe a first name …. And I’m not talking about buying emails here,,,, no, no, no, no..

I’m talking about people who have opted-in on your email list because they found value and they want to hear more from you.

So here’s how we are going to do this:

Once again, go back to your Tier-2 Brainstorming session to review the list you’ve created, and ask yourself these important questions:

Which projects and ideas will attract more of your ideal customers?

Which audience building projects light you up the most?

What feels fun to you? 

And of course, 

Which list building opportunities will generate the most leads?

These questions will guide you when you go back to your list in Tier 2 and choose the top 3-5 opportunities that will be your audience building and lead generation projects in the next 12 months. Again, You might not be 100% certain just yet, but give it your best! 

Please pause this recording to do this and then when ready come back here to move on to the next tier.

Moving on to tier 4, we’ll set up some boundaries now.

I want you to ask yourself what are you not willing to do or not willing to experience to get to your wildly successful next 12 months?

 Let me give you an example. 

One of my non-negotiables for this year  because I’ve already gone through this process in December, so that’s how I know, is I’m not taking any more real estate clients to work with personally, I’m referring them out to my network of amazing realtors.

Because I still hold a Georgia & Florida Broker's Licenses, so I can totally sell real estate but I want to focus and go all into my coaching business this year.

I also want to make myself have 1 Full Day OFF every week. Because this is hard for me, I’m so passionate about this business and have so much fun building the blocks and creating and testing… so it’s hard to get away from it.

I have a few more but that came to mind first.

I asked one of my clients and this is what she said: 

“I will not take another client just because I am fearful that I won’t make enough money. No more. I’m done. I will only work with clients who truly want to work with me as well because I’m not everyone's cup of tea.” 

I really believe that in order to build successful businesses, especially in midlife, we really need to set some boundaries and non-negotiables.

Creating non-negotiables is one of the most important things you can do to create the business and life of your dreams . . . so don’t skip this important step!

Just put it down and say:

“this is happening, it’s decided already, it’s a non negotiable.”

Here are some more examples to get you inspired.

  1. I’m not taking calls or responding to emails after 7pm.
  2. I’m not working on weekends – this is my family time.
  3. I’m getting a weekly massage or what about a pedicure.
  4. I’m scheduling to work out  every morning.
  5. I’m getting up early to meditate.
  6. I'm in bed by 11 pm.
  7. I’m having date nights once a week.

Whatever you choose, stick to it as this boundary helps establish respect for yourself from your clients too.

Clients should not expect to reach you beyond these hours. 

You may of course make exceptions for clients with urgent needs, such as those approaching closing, this is for my real estate midlifepreneurs™ listening but be careful. 

Also, here are some more tips to consider:

NEVER tell a client that you are not available because of personal reasons.

ALWAYS offer other team members if you are not available, if you have a team of course or find another solution to do it.

You can set up a voicemail or an email auto responder to announce your business hours.

Make sure that you tell your clients what your hours are as well. 

Setting expectations with clients around your non-negotiables  is very important!

Here is an example of what I had recorded on my VM when I was working with home sellers and home buyers:

“Thank you for calling  _____________.

Today is ______ and I will be in meetings between ______ and ______ , but will be returning all calls after ______ and before __________(end of my business hours) .

Please leave your name and number, slowly and clearly, and I’ll return your call.  My business hours are _________

Thank you for your call.”

Another TIP for you: 

If you Add your client’s name and number to your list of cell phone contacts so you recognize the incoming call and can address them by name. It makes them feel important.

Next week will wrap everything up.




You aren’t sure how and where to start this exciting business that you’ve been dreaming of and are actually feeling confused in indecision mode because there-are-so-many-option-to-choose-from-and-you-do-no-know-which-is-the-right-decision and you feel overwhelmed with a never-ending list of to-do’s.

You’re not sure what to work on every day. Somehow this flexible schedule that was supposed to give you freedom has taken over your life and you don’t see a way out.




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