Spring Board · Feb / Mar

Get Ready for Q2

Spring clean the business before you try to grow it.

Q1 gave you evidence. Real conversations, real objections, real reasons people said yes and no.

Now use it. Keep what is working, remove what isn't, and go into Q2 clearer about where the opportunity actually is.

Pick a postcard↓

Ten postcards · from 10 minutes · any order you like

Field notesName the problem buyers kept describing30 mins · Alex can help

Clear outRetire an offer nobody wants10 mins · Coffee job

Re-sortedRefresh your prospect list25 mins · Brogan can help

open a window first

The board

I’ve got half an hour. What would be useful to do today?

Pick whatever helps, ignore whatever doesn’t, come back whenever you like. Nothing here expires and nothing needs finishing.

Nothing picked yet - one useful postcard is a good day.

First light

Read back your Q1 conversations

Every call left a clue. Read them in one sitting and the pattern usually shows itself.

25 mins · Agent assisted

Do this with an Agent

Field notes

Name the problem buyers kept describing

Three people said roughly the same thing in different words. That is a market, not a coincidence.

30 mins · Alex can help

Get Alex's help

New bearing

Adjust your positioning to what you learned

Q1 showed you how you're actually understood. Move the map, not the territory.

30 mins · Alex can help

Get Alex's help

Spring clean

Give your strongest Multi Profile™ a clean

One profile is pulling its weight. Spend the half hour there.

30 mins · Alex can help

Get Alex's help

Clear out

Retire an offer nobody wants

It isn't failure. It's floor space.

10 mins · Coffee job

Green shoots

Build on the offer people leaned into

Wherever the interest was real, go deeper rather than wider.

35 mins · Austin can help

Shape it with Austin

Evidence

Turn recent work into proof

Numbers if you have them. An honest before and after if you don't.

40 mins · Agent assisted

Do this with an Agent

Still warm

Reopen a warm conversation

February's “not right now” is very often May's yes.

15 mins · From your phone

Re-sorted

Refresh your prospect list

People move. Budgets move. Twenty minutes of tidying saves a quarter of guessing.

25 mins · Brogan can help

Ask Brogan to build this

Intent

Decide what you want Q2 to produce

Two outcomes, written down. That is the whole exercise.

15 mins · Pen and paper

Not sure which one to pick?

Choose the postcard for the thing you’ve been quietly avoiding. That’s usually the one worth the half hour.

or just do a ten minute one

Who can help

The board tells you what might be useful. The Agents help you do it.

What you get out of it

Don't carry Q1's clutter into Q2.

You go into the next quarter clearer about where the opportunity is, and lighter for having put a few things down.

The other boards

Arrive whenever - nothing here expires.

Ready when you are

No order. No pressure. No desk required.

Pick the things that will make the next season easier.

Your Fractional First® Agents can help you work through them from the garden, the sofa, the beach, between client calls or wherever you happen to have an hour.

The goal isn’t to complete the board.

The goal is to be better prepared for the opportunity that’s coming next.

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