Restoration logo
search
cart
facebook twitter linkedin youtube
  • Sign In
  • Create Account
  • Sign Out
  • My Account
Restoration logo
  • NEWS
  • PRODUCTS
    • New Products & Technologies
    • Submit Your Product
    • Interactive Product Spotlights
  • EDUCATION
    • KnowHow.
    • Podcasts
    • Trade Shows & Expos
    • Training & Certification
    • Webinars
    • Whitepapers
  • TOPICS
    • Water Damage
    • Fire & Smoke Damage
    • Mold
    • Contamination
    • Odor
    • Contents
    • Architecture
    • Catastrophe
    • Cleaning
  • BUSINESS
    • Managing Your Business
    • Insurance/Legal Matters
  • BUYER'S GUIDE
  • VIDEOS
    • Ask Annissa
    • Ask the Expert
    • Ironclad Marketing Minute
    • TradeTalks
    • Video Channel
  • INFOCENTER
    • Mold and Mycotoxins
  • THE EXPERIENCE
    • Conference & Exhibition
    • Convention & Trade Show
    • R&R Special Issue
  • EMAG
    • eMagazine
    • Archive Issues
    • Contact
    • Advertise
  • SIGN UP
ColumnsManaging Your Restoration BusinessGuest Columns

Clear the Fog: How to Make Sure Your Business Plan Actually Pans Out

Fresh Perspective

By Idan Shpizear
creating clarity to reach goals

Photo credit: eakrin rasadonyindee/ iStock / Getty Images Plus via Getty Image

September 14, 2021

There are a lot of reasons a business owner might be struggling to meet their revenue goals. 

They could have a weak marketing strategy. They could be suffering from low morale and an unmotivated team. Maybe they’re failing to adopt new technology and are falling behind the competition as a result. 

Maybe. I’ve seen entrepreneurs struggle with all these issues. 

But most of the time, when a business owner reaches out to me to talk through a disappointing quarter or the loss of a huge project, the problem is simple: There is a complete lack of clarity within the business. 


The Cost of Operating in a Fog

Now, one of the biggest challenges to overcoming a lack of clarity is recognizing that the problem exists in the first place. 

We can easily operate in a fog without realizing it because we aren’t even trying to look beyond our own assumptions and expectations. 

We have a tendency to assume everyone else is just automatically on the same page as us. I’ve definitely struggled with this as an entrepreneur. My goals, priorities and strategies have seemed so obvious to me that it didn’t even occur to me that I might need to clue my employees in on the mission. 

As a result, they followed their own compass, giving their very best to an effort that was not in alignment with my vision. 

Does this sound familiar? 

Or maybe you’ve struggled because you haven’t taken the time to give yourself the clarity you need. This is another issue I have both observed and lived. Sometimes we get so wrapped up in working hard to succeed that we don’t step back to ask ourselves what success actually looks like. 

And if you don’t know exactly what you’re shooting for, you can’t get there. You can’t strategize properly, you can’t communicate with your team… you can’t even judge your own progress. 

If you keep spinning your wheels, it’s time to ask yourself if you and your team are seeing the same vision with perfect clarity. 


How to Create Clarity for Your Business

I encourage you to set aside some time to slow down, be still, and read through each of these steps.  

Have you skipped any of these? Are you leading with clarity, or could your strategy use more communication? 


Step 1: Get 100% Clear on Your Goals

Do you want to make your first $1 million in 2022? Do you want to open a second location in two years? Do you want to become the Number One Restoration Service in your county?  

Great! These are fantastic goals. But you have to get way more specific. 

If you want to bring in $1 million next year, you need to know what you need to pull in each quarter and each month.  

You have to pinpoint your revenue drivers to determine which services have the best chance of helping you meet your goals. How many jobs do you need to do each month in order to bring in the kind of money you want? 

Once you have that number, look at your lead close rates. Based on your LCR, how many leads do you need to generate in order to meet your target bookings? 

All these details should factor into your business plan, alongside the answers to other questions such as:

  • Who is my target buyer?
  • What are the best marketing strategies to connect with my buyer?
  • What sets our business apart from our competitors? 

I also recommend conducting a SWOT analysis. This is an in-depth review of your business’s strengths, weaknesses, opportunities and threats.  

When you get a clear picture of where you stand, it’s easier to see where you can go. You’re less likely to waste time on strategies that don’t fit with your skill set and value propositions. And you have a better shot at recognizing new opportunities to capitalize on what you do well. 

I know this sounds like a lot of work… and it certainly can be. But the work you put in now will pay off huge in the long-run.  

Plus, we have a couple free tools to make the process easier at GetOutOfTheTruck.life. Check out our Business Plan Wizard and our SWOT Analysis tool. 


Step 2: Determine How Your Team Fits into the Strategy

Now that you see exactly what it will take to reach your objectives, it’s time to figure out how each team member factors into the strategy. 

You will probably be tempted to skip this step.  

Don’t skip it.  

I know it seems too obvious to outline. Your office manager keeps the office running. Your techs provide quality customer service. Your marketing expert generates leads. 

Easy, right? 

Here’s the problem: no one’s job is actually as simple as their two-word job title suggests.  

For example, where do you want your sales manager to put his greatest efforts? Cold-calls? In-person meetings? Residential properties? Commercial? Should he be pursuing referral partnerships, or are you handling that? 

I recently spoke with a business owner who discovered his team making big mistakes on an important project. Now their four-day job had become an eight-day job, which cost them quite a bit in both profits and customer relationships. 

The problem? 

The project manager was more focused on bringing in more business than he was on overseeing the current job. 

This employee wasn’t trying to be negligent. He was trying to be proactive. It was just that he and the business owner did not have the same idea about what it meant for someone in his position to contribute to the mission. 

Every single person you hire has a role to play in growing your business. Take the time to see how their role fits in with your larger business plan. 

Then... 


Step 3: Communicate

Tell every employee… every single one… what your expectations are for them specifically. 

Make sure they know:

  • What tasks you’d like them to prioritize.
  • What it means for someone in their position to be successful in your company. (Be as specific as you can. If you can put it into numbers, that’s ideal.)
  • What metrics you will use to evaluate their performance.
  • Who they report to and who reports to them.
  • What unique contribution they make to your company’s greater vision. 

Also, tell them what that greater vision is. 

Don’t keep your cards so close to the vest. Your team needs to know the ultimate destination so they can help you get there.  

Plus, the more transparency you offer, the more you empower your employees to be proactive. When you share your vision, it becomes their vision. They see why their role is important… why they are important. 

I highly recommend providing a clear job description for every person on your team. If you need a little help with this, Get Out of the Truck has a free tool for that, too. Just fill out your answers to a few questions, and the system generates a job description you can download, print and share with your employee. 

Clarity is power. 

Be honest with yourself about your own expectations. Know where you’re going so you can outline the route that will take you there. 

Then share the roadmap with the people who share this journey with you.  

This is how you get there faster.

 

Cheers,  

Idan Shpizear
KEYWORDS: business vision restoration business development restoration business growth restoration business leadership

Share This Story

Looking for a reprint of this article?
From high-res PDFs to custom plaques, order your copy today!

Idan headshot

Founder and CEO Idan Shpizear grew 911 Restoration through perseverance, ingenuity, and good business sense. With his friend and business partner, Peleg Lindenberg, Idan’s success with 911 Restoration has flourished and he is now a successful entrepreneur, business leader, and innovator, with over a decade of experience transforming small, struggling businesses into successful, large ones with his unique perspective and drive.

Idan is a uniquely experienced leader with complex public and corporate enterprise management skills. Backed by this history in entrepreneurship, Idan understands 911 Restoration and continues to grow the brand through the success of franchisees nationwide. In a continued commitment to provide the best support in the industry, the 911 Restoration leadership team places a strong emphasis on developing a corporate team of quality people who focus on excellent service, fairness, mutual respect and living the Fresh Start Attitude. Idan has created a mission to build a fresh start culture that provides people with the highest customer experience and better future throughout all of his brands.

You can purchase Idan's latest book here.

View his YouTube channel here. 

Recommended Content

JOIN TODAY
To unlock your recommendations.

Already have an account? Sign In

  • mold remediation

    Fighting Mold and Bacteria Damage

    Successful mold remediation can be multidisciplinary,...
    Cleaning and Sanitation
    By: Josh Woolen
  • certifications and licenses for restoration professionals

    Certifications and Licenses Every Restoration Company Needs

    Restoration companies need to make sure they have the...
    Restoration Training/Education
    By: Sharon Elzarat
  • a wall covered in moss and fungus

    Zero Tolerance for Toxic Molds: Essential Steps for Successful Remediation

    Understanding the importance of zero tolerance for toxic...
    Mold Remediation
    By: Michael A. Pinto CSP, SMS, CMP, RTPE, FLS, ERS and Kendra Seymour
You must login or register in order to post a comment.

Report Abusive Comment

Subscribe For Free!
  • eNewsletter
  • Online Registration
  • Subscription Customer Service
  • Manage My Preferences

More Videos

Popular Stories

Pop Art Female Superhero Punches a Masked Villain

TPAs vs. Independence: The Restoration Industry’s Own Version of the Cola Wars

RIA Carrier Advocate Mark Springer

Turning the Page: A New Era of Trust and Collaboration in Restoration

Paul Davis Restoration Leadership Team

Justin Graham Expands Paul Davis Restoration’s Reach with Acquisition of Greater Seattle Franchise

Submit Your New Product/Technology to R&R!

Would you like to promote a new restoration, remediation or cleaning product/technology with Restoration & Remediation? Fill out the question below to start your submission:

Events

September 3, 2025

The Experience Convention and Trade Show

The Experience Convention & Trade Show logoJoin us in Las Vegas for The Experience Convention & Trade Show, the leading event for cleaning, restoration, and remediation pros, packed with hands-on demos, expert speakers, and high-impact networking. Happening September 3–5, 2025 at Caesars Forum—this is where the industry comes to learn, connect, and grow!

View All Submit An Event

Poll

Doffing PPE

When you are doffing your PPE, do you sanitize between every step?
View Results Poll Archive

Products

The Cleaning, Restoration, Inspection, and Safety Glossary

The Cleaning, Restoration, Inspection, and Safety Glossary

The Cleaning, Restoration, Inspection, and Safety Glossary.

See More Products
Prepare for CATASTROPHE with R&R!

Related Articles

  • business planning

    Your 2022 Business Plan: It’s Time to Start Strategizing

    See More
  • fresh pers flatline

    How to Revive Your Flatlining Business

    See More
  • fresh persp new year

    Actually, Finally Change Your Life in 2020 | Fresh Perspective Vol. 5

    See More

Related Products

See More Products
  • COVER pdf.jpg

    How to Get More Restoration Jobs in 14 Days... (ebook)

  • Cover.jpg

    How To Get More Water Damage Jobs (ebook)

See More Products

Events

View AllSubmit An Event
  • June 25, 2024

    R&R 360 Industry Outlook: Your Complete Guide to Restoration, Remediation, and Cleaning Trends

    On Demand This webinar unveils the Restoration & Remediation report, R&R 360! Discover industry trends and gain valuable insights to drive your business forward. We've included insights from homeowners, providing a comprehensive view of the market landscape. 
View AllSubmit An Event
×

Stay ahead of the curve with our eNewsletters.

Get the latest industry updates tailored your way.

JOIN TODAY!
  • RESOURCES
    • Advertise
    • Contact Us
    • Directories
    • Store
    • Want More
    • Submit a Press Release
  • SIGN UP TODAY
    • Create Account
    • eNewsletters
    • Customer Service
    • Manage Preferences
  • SERVICES
    • Reprints
    • Marketing Services
    • Market Research
    • List Rental
    • Survey/Respondent Access
  • STAY CONNECTED
    • LinkedIn
    • Facebook
    • YouTube
    • X (Twitter)
  • PRIVACY
    • PRIVACY POLICY
    • TERMS & CONDITIONS
    • DO NOT SELL MY PERSONAL INFORMATION
    • PRIVACY REQUEST
    • ACCESSIBILITY

Copyright ©2025. All Rights Reserved BNP Media.

Design, CMS, Hosting & Web Development :: ePublishing