Close Strong, Start Full: The Q1 Profit Plan (Session 2)

A 90-minute hands on workshop to find new customers, win back past ones, and walk into Q1 with a written revenue plan.

Q4 is almost over. Is your January calendar full, or are you hoping the phone rings?

You are good at what you do, and you work hard. But new customers are not showing up the way they used to. Past customers have gone quiet. And when you look at Q1, you are not sure where the money will come from. You are not alone. Most owners spend the end of the year in survival mode and start January at zero.

It does not have to go that way. In 90 minutes, you will stop guessing and start planning.

Here is what you will do, live, in the room:

Set your Q1 revenue goal and find out exactly how many customers it takes to reach it
Build a Client Heart List of 10 people you can reconnect with right now, and write the message you will send
Create a one sentence way to describe your business, so new customers understand the value right away
Choose your starting profit percentages and spot one expense you can cut
Turn it all into a 90 day plan with weekly numbers you can act on
There is no homework. You will leave with a finished plan and a first move you can make today.

This workshop is for you if:

You need more new customers and are not sure where to find them
You have customers, but not enough repeat business or referrals
You want a clear path to Q1 revenue before the year ends
You own a service or product business and want a simple, practical plan
Choose your session. The content is the same.

Thursday, November 12, 2026

Lunch and Learn: 12:00 to 1:30 PM (lunch provided)
Evening Session: 6:00 to 7:30 PM
Location: General Classroom Building Room 205, 2817 Fort Bragg Rd, Fayetteville NC 28303
Cost: FREE
Bring: a notebook or laptop. Rough numbers from this year help, but are not required.

Your facilitator

Crystal McLean, CRPC®, AFC®, is the founder of Crystal Clear Consulting Group LLC. She helps business owners in Fayetteville and surrounding communities turn money strategy into practical plans they can use.

Close Q4 strong. Walk into Q1 with a plan. Reserve your seat today and pick the session that fits your day.

Frequently asked questions

Is there homework? No. You build your plan during the workshop.
Do I need to know my exact numbers? No. Estimates are fine, and we will round together.
Which session should I pick? Both sessions cover the same plan. Choose the time that fits your day.
Is this a sales pitch? No. It is a planning workshop. You will leave with your own plan.
I sell products, not services. Is this for me? Yes. We use examples from both, including food businesses, shops and trades.
Will we cover financing or credit? This workshop focuses on customers, revenue and profit planning. We can point you to partner resources for financing and credit.