If your business is preparing for a fundraising round or simply looking to increase revenue, clarity and focus are your best friends. It’s easy to get lost in the chaos of day-to-day operations and neglect the tasks that genuinely drive income. Below is a straightforward weekly plan to help you set (and achieve) the goals that matter most.
1. Identify Top 3 Revenue-Generating Goals
Your first step each week should be to choose three tasks or projects that most directly impact revenue or your chances of securing funding. By limiting yourself to three, you avoid diluting your focus and ensure tangible progress. Examples might include:
- Finishing a new sales page and posting it live.
- Sending 20 outreach emails or LinkedIn messages to potential investors or clients.
- Booking 3 calls or demos with prospects.
Here’s a simple template to define your goals:
Goal 1
- Description: (e.g., Create a polished sales page with a clear call-to-action)
- Owner(s): (Who’s in charge? You or a team member?)
- Deadline: (Date or time frame for completion)
Goal 2
- Description:
- Owner(s):
- Deadline:
Goal 3
- Description:
- Owner(s):
- Deadline:
These goals keep your team laser-focused on what will move the needle—especially if you’re preparing to impress investors or boost sales.
2. Assign Responsibilities Clearly
Once you’ve locked in your top three goals, break each goal down into smaller tasks and clarify who handles what by when. For instance, if “Create Sales Page” is a goal, spell out each step:
-
Copywriting (Sales Page Text)
- Owner: Copywriter or marketing specialist
- Due: Tuesday end of day
-
Design & Layout
- Owner: Web designer
- Due: Thursday end of day
-
Proofreading & Testing
- Owner: You or a QA person
- Due: Friday noon
-
Publish & Announce
- Owner: You (for final sign-off)
- Due: Friday end of day
By assigning responsibilities early, you avoid confusion, bottlenecks, and last-minute scrambles that can tank your credibility—especially critical when pitching to investors or working with larger clients.
3. Schedule Your Week
Next, map out your week with a simple table or bullet list:
4. Track Progress & Adjust
- Daily Check-Ins: Each morning, spend 5–10 minutes reviewing where you stand. What’s done? What’s blocked?
- Mid-Week Adjustments: If a goal is behind, decide whether to add resources or trim scope.
- End-of-Week Review: Ask yourself: Did we complete our top three revenue goals? What worked, what didn’t, and how do we improve next week?
Staying agile is particularly crucial for businesses looking to raise capital—your investors want to see that you can pivot quickly to meet targets.
5. Keep It Visible
Post your plan and progress in a shared tool (e.g., Trello, Asana, or Google Docs). Color-code tasks—green for on track, yellow for at risk, red for behind schedule. This instant visibility ensures quick course corrections and accountability across the team.
Quick Tips
-
Limit to 3 Major Goals
More than three often leads to scattered efforts and incomplete tasks. -
Delegate Aggressively
If you’re doing tasks that don’t require your expertise or don’t directly bring in revenue, assign them to someone else. -
Celebrate Wins
Finishing on time or landing a new client call is a step toward success. Acknowledge it! Small celebrations keep morale high and signal to investors that your team culture is healthy.
