If you’re anything like me, business forecasting spreadsheets play too much of a role in your finances. I’ve got spreadsheets for almost everything, but there’s a better way. You can use AI in budgeting and forecasting, and it’s not as overwhelming as you think. However, there are some precautions you should take. I wanted to…
As a business owner I know there’s one thing that can make or break my business: cash flow. If you start a brick and mortar store with employees you may be aware of how crucial it is to know when cash is going in and out — but maybe less so if you run an…
Sales forecasting software has become an indispensable part of the professional sales toolkit. But let’s be real — the market is overwhelming. With dozens of options promising similar features, how do you know which tool will actually deliver value for your business? What features should you prioritize? And are those premium features worth the extra…
Forecasting can feel like a dark art — part science, part intuition, and a dash of hoping for the best. But as businesses face increasing pressure to predict everything from sales targets to inventory needs, relying on gut feelings just doesn’t cut it anymore. I’ve spent weeks talking to forecasting experts, sales leaders, and business…
I have taken my fair share of notes as a senior coordinator (and former assistant and coordinator). For most of my career thus far, I’ve taken notes in at least half of the meetings I’ve been in. At roughly one page of notes per meeting, 20 meetings a week for five years, that’s … a…
When Open AI’s ChatGPT first burst onto the scene in late 2022, as a writer, admittedly, I was a little nervous. All I kept hearing was how AI was going to take my job and how human writers would go the way of the dinosaur … yada yada yada. That put a sour taste in…
Imagine if you could pinpoint when you’ll have the cash flow to hire another employee, or how a supply chain disruption would affect your business. As a small business owner, I’m not a financial expert and I can’t predict the future. What I can’t learn or do myself, I automate. That’s how I started using…
When you first launch a new business, it’s natural to start with simple tools like notes and spreadsheets to manage your customers. But as your business matures, it becomes increasingly important to invest in a CRM — and to evaluate, set up, and use a CRM effectively, it’s vital to stick to CRM best practices.…
Imagine you’re at a department store, and the employee who greets you at the door doesn’t just say «If you need help, let me know,» and let you shop. Instead, they follow you around through every aisle, rattling off information about every article of clothing you look at, and constantly ask, «Do you need help…
Sandbagging in the sales world is a popular yet controversial method for managing and exceeding sales expectations. And if the title of my post caught your eye — no, you shouldn’t do it. Every salesperson wants to shatter their forecasts, and while you might be tempted to leverage this convenient play, it can actually adversely…