Your numbers tell a story—but only if someone's watching them.
Track KPIs that matter: customer health scores, delivery bottlenecks, margin erosion. Dashboards guiding planning & decisions.
Planning + forecasting data.
Gradually sunset legacy clients, decide which ones to re-price vs exit, and how to fill revenue with better-fit clients without creating a cash flow crisis.
Stop letting low margin clients stall your growth.
Your best technical people aren't always your best salespeople, and you can't be in every deal conversation.
Run a repeatable sales process that runs without you in the room. Build out your sales conversion process.
Reduce your sales cycle.
Breaking into a niche means saying no to generic MSP marketing.
Targeted campaigns built around vertical-specific pain points — industry case studies, compliance-focused content, sector LinkedIn engagement — positioning you as the specialist, not just another provider.
Linking you with your brand.
Losing any person important to your business will stall your best laid plans.
The best planning involves making it so they never want to leave and being ready if it does ever happen.
#1. Objective - knowing technology continually changes and develops, so will the COOP resources you need to make a timely pivot in a new direction.
Most small business owners, know what to do and those that don't can learn quickly. Ask yourself, if I know what to do, then what's stopping me?
The short answer; a lack of time and money.
The next step you take can change your life. Small steps before you start running.
"put the rocks in first"
The Big Rocks that build the foundations are the #1. priority. What matters to your business might be different from the person beside you but those big priorities are the same.
Sequence matters because diverting valuable cashflow to unimportant or right thing at the wrong time will hurt.
Small improvements stack up.
80:20 cleanup creates disproportionate positive returns.
Some quick research will illustrate a common thread when it comes to the #1 most important thing. I like the one below.
“revenue you can keep.”
That’s the overlap of:
Sales (create demand + close + repeat)
Delivery (build + retain + expand + repeat)
Or Happy Profitable Clients + Happy Efficient People Doing Great Work.
The COOP membership enables your business to put it's best foot forward.
Growth Blueprint:
focus on - customers
focus on - delivery
optimal outcome = balanced resources.