I sat down to check my email a few minutes ago and opened what I have been working towards over the past couple years. You all were the first people I thought of when I felt the joy of this win. I knew this day would come, but it's still thrilling. Thank you Steve and Tony for all the sales coaching over the past few months. Steve - you telling us to leave something behind when we meet with clients is one of the key things that pushed this deal through. I had the thought to take the Plaud notes, format them for a client email, and send them to her with the purpose of communicating that I understand what she wants and give her the opportunity to revisit what we discussed. Since she asked, I walked her through how the financing works. This is the email she is responding to.

I had a moment of clarity over the weekend and wanted to share my heartfelt gratitude. For the past year, understanding our finances has been my biggest painpoint. We started scaling the business in a big way in March of last year, and we've been on this nonstop growth/scaling trajectory since. But every day since we started scaling - without fail - I felt the pressure of understanding our profitability and knowing that the growth wasn't necessarily profitable. We were scaling a business, but I couldn't read it clearly. I felt totally lost. I didn't know if the growth was working, I couldn't tell good spend from bad, and I kept feeling like I needed an accounting degree just to keep up. I kept looking at our numbers and not understanding how to analyze them or take actionable steps to fix issues. I knew if we kept going the way we were, the business would look great in topline revenue but be upside down or mediocre in profitability, and I didn't know how to fix it. I'd been focused on this issue for a while and hadn't cracked the code, and it was chipping away at my confidence as a leader. @James Morris and @Valerie Grandinetti have broken that down in a way nobody else has. The Founders Day session, the profitability series and worksheets, and the Accounting 101 calls have completely shifted how I see the business. I'm now running daily cash flow reports and have a 13-week cash flow forecast. I've overhauled my month-end closeout process with Valerie and James's tips. I'm tracking KPIs with a profitability scorecard that actually tells me something about the health of the business. And I'm so happy to say that we've been consistently in the green on our cash flow planning. We now finally have a plan for turning around other painpoints in the company based on what the numbers are telling us. PLUS we recently started our accountability calls with @Casey Bernard, and in just two sessions he's helped us rework our 2026 targets and address how we prioritize our time.

Which are you?? https://www.facebook.com/share/v/1CfTqib2Cm/?mibextid=wwXIfr

This morning I had a moment that hit me. While I was still in bed, comfortable, I started thinking… Something, Steve coach…”someone else is already up. Someone else is putting in the work, improving their systems, becoming a better leader, getting ahead”. And I realized — if I stay comfortable, I fall behind. I didn’t like that feeling. So I got up. Today I’m choosing to step out of comfort and do the work required to grow.

Had another sale today! $43,533.70 Already 66% of last years total revenue and 15% of this years goal of $500k.