In our brainstorming phase, you start putting down ideas for how to systematically run your business to accomplish your goals and provide a quality service for your clients.

Don’t be too concerned about reality at this point — just brainstorm on how you can maximize your metrics. In our business, there are three main strategic areas to consider: marketing, implementation, and education. A somewhat advanced business should also add professional philanthropy (i.e., what you’re giving back to the profession).