The Challenge: How would you prepare for 2025 if you only had 1 hour?
Time to review this guide: 8-10 minutes
Time to implement this guide and set 2025 up right: 45-90 minutes
What’s in this guide
- 3 Numbers you need to know before 2025
- How to find $100,000 opportunities without a data analyst
- Goal setting template and tracker
Prefer Video Format? (7 minute video that will change how you look at 2025)
Part 1: 3 Numbers you need to know before 2025 starts
Steps to get these numbers:
Step 1: Log into your ERP/POS system
Step 2: Go to Sales Reports
Step 3: Pull up every PRODUCT sales from
January 1 to Present DateStep 4: Sort on Gross Profit (THIS IS WHO KEPT YOUR LIGHTS ON)
Featuring: Real client data example seen in the pictures below
Who paid my bills this year?
Questions you need to answer
- Who are these customers?
- What are their similarities?
- Why did they buy so much more than everyone else?
- Where are they geographically located?
- Where can I find more customers like these Bonus Question: How can I make these customers feel SUPER valued before the end of the year?
What were my top products?
Questions you need to answer
- Which products surprised you?
- Why did your customers buy these products more than others?
- Are you spending too much effort trying to sell other products when you really should double down on this core that is working?
HINT: 80% of your profit is going to come from your top 20% of products. Everything else is just noise.
Products that underperformed
Questions you need to answer
- Which products surprised you?
- Do I absolutely need to be carrying this product
- How much of these products are left in inventory? Wouldn’t it be nice if you turned that into cash ASAP?
- Action: Create discounts, sell for cost, do anything you can to move these products out of your warehouse.
- BONUS Action: Don’t restock them. The juice isn’t worth the squeeze
Schedule before Dec. 12th for a FREE 2025 Strategy Plan using your own data
- Custom plan to get more wholesale customers
- Strategies to turn your bad inventory into cash by end of Q1
- Full customer and product audit to find high-volume customers for the products they will love
Part 2
How to find $100,000 opportunities with these numbers
Step 1: Write down those customers, products, and numbers from Part 1
You now have:
- The type of customers who are paying you a LOT of money
- The products those customers are buying a LOT of
- The places these customers are
Step 2: Create SIMPLE plan to get MORE of these customers in 2025
Sales Rep Accountability Plan
- Average products sold per order:
- # of products sold per customer:
- Frequency of reorders:
- New accounts opened per month:
Outreach plan for leads
- Key story we want to tell:
- Main pain/benefit we are solving/providing these customers
Bonus Step: How to REALLY use your data to grow sales next year
Part 3: 2025 Goals
Top 5 Big Dream Goals
What would need to be true for those goals to happen?
What are weekly actions that NEED to happen to achieve those goals?
What is currently getting in the way of me doing these weekly actions?
How am I tracking these goals and holding myself accountable?
Top 5 Specific Goals
Example: By end of Q1, I want 10 new wholesale accounts
- If our close rate is 5%, we need to reach out to 200 prospects (don’t know your close rate but want to start tracking? send me a note)
- Plan to reach out to 200 prospects by February 15
Example: By end of Q2, I want to clear all slow inventory
- Result: We have $150k in bad inventory that could be cash
- Plan to move bad inventory:
- Mega spring sale
- Add on purchases to top products
Schedule before Dec. 12th for a FREE 2025 strategy plan using your own data
- Custom plan to get more wholesale customers
- Strategies to turn your bad inventory into cash by end of Q1
- Full customer and product audit to find high-volume customers for the products they will love
Hats Off Consulting 