This session provides a practical framework for identifying your most profitable customers, setting achievable revenue targets, and diagnosing the specific gaps between where you are and where you want to be. The speaker will also address how AI tools are changing how small business owners forecast revenue, analyze customer data, and identify growth opportunities, including accessible tools members can put to work immediately.

Learning outcomes:

  • The biggest challenges facing 90 percent of all small businesses.

  • Why profit is more important than revenue and why cash is more important than profit.

  • The key steps to go from feeling overwhelmed and stressed about cash, wondering “Where’d all the money go?” to feeling confident and knowing that you’re running your business like a CEO, with the numbers driving your decision-making.