Ep 34 - Preparing for Annual Review
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Ep 34 - Preparing for Annual Review
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About this listen
It’s freezing out, and Adam uses that bitter-cold Minnesota morning as a gut-check for business owners heading into 2026: are you about to have a “cold start,” or are you gearing up with a system worth fighting for?
In this solo year-end episode, Adam walks through a practical, no-fluff annual review framework built for electricians, HVAC, plumbing, and MEP contractors. He breaks down what to actually evaluate before you start setting next year’s goals: revenue vs. real profit, COGS vs. operating expenses, team structure, leadership gaps, customer loyalty (including how to use Net Promoter Score), unfinished initiatives, and how market shifts should change your strategy.
He also shares what The Marketing Clerics are doing behind the scenes—refining their niche, doubling down on trades, and using AI (especially Gemini) to build sharper content systems like his “viral thread writer” that helps contractors turn ideas into scroll-stopping posts with real takeaways.
The takeaway is simple: don’t sprint into 2026 blind. Look back clearly, learn honestly, pick a North Star metric, build OKRs that support it, and match your resources to the plan. If you want a stronger, warmer start to the new year, this episode is your blueprint.