How do you grow your business or sales practice? Where do you want to be 5 years from now? When we work with business owners and sales practices we find that many of them haven’t truly defined where they want to go? When determining how to best grow your business or practice you must create a plan that will allow you to focus on the things you need to do and put aside the things that are slowing you down. By focusing on Six Key Elements in your business or practice you start the process of defining where you want to go!
In most traditional business plans the emphasis is on the results you will achieve, unfortunately this approach rarely works simply because the focus is not driven by what you need to do or the actions that you need to take to make your plan successful.
We have created a unique approach to creating your plan called Business Planning Funnels, by analyzing six key areas in your business and then applying the techniques of creating the business planning funnel you can create a plan that not only is focused on the actions you need to take but is also measurable to monitor that it is working. The Business Planning Funnel takes you through each step to make sure that no stone is left unturned and it allows you to create your plan focusing on the specific priorities that you have identified. This unique approach also allows you to create 6 month action plans versus annual plans which give you flexibility to change directions, tactics and strategies.
Ultimate Breakthrough Planning is an action driven approach to growing your agency or practice, whether you are trying to build your team, create new distribution channels or markets, build new relationships with carriers or grow existing producers or clients this approach will help you focus on what you need to do to achieve success!
Our coaching programs focus on first analyzing your business or sales practice and then working with you to build your business action plan. We take you through a detailed process of analyzing your business is Six Key Areas:
Once we have created an analysis of the business or sales practice together we then go to work building your plan using the Business Funnel Approach. When we have your plan finished then we work with you to help you execute the plan through bi-weekly conference calls, webinars, and if needed on site visits.

We are committed to your satisfaction! If you have executed your plan and hit your milestones and are not satisfied that you are in a better position than when we started we will gladly continue to work with you at no charge until you are satisfied with your progress.
- Mike Ferrell
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