So easy to track, yet so many people ignore it: Client concentration risk. Aka the % of revenue from your top 1/3 clients. Had multiple clients where this was 40%+. And seen cases where this client left without warning... If you're high ticket, don't ignore this risk.

Extreme Ownership: No Bad Teams, Only Bad Leaders Rarely have I read a chapter that hit as hard as this one. Always known the importance of ownership. But never properly clocked how a failure of this falls on you as the leader. Most people want to do good work and succeed. So

You don't create a forecast to predict the future. You create a forecast to plan for the future. It's where you set your goals. Where you figure out what's possible. What investments to make. Then you monitor against that and adapt. Extremely powerful when done right.

Just one of the best feelings: When even your team is getting amazing testimonials. "Thomas has been an absolute godsend for our business." The goal was always to build a service so good that all clients feel this. Compounding effect in full swing 🚀

Don't underestimate the impact of good financial processes. Strong financial controls can easily add $10K/mo in profits ($120K/y) through cost efficiency, negotiations and pricing. Even at a 3x multiple, that's $360K+ in extra valuation. Small wins compound quickly.

Running a business without a financial plan: • No idea where all your money goes • No predictability in your results • No accountability for targets You're playing the game on hard mode. Use this to build your financial plan for 2026:

All the decisions you make eventually show up in your P&L.

Our churn rate this year is 1.9%. We've helped many clients get to sub 10% in churn. The "secret" behind retention: Genuine care. Service businesses become easy when you live this. It's what makes you a real partner. Not just another vendor.

Who is the best for webinar funnels? Specifically for agency/service businesses. Ideally doing DFY setups & management (no courses/info).