Sales & Marketing: CRMs, Ideal Clients, Local SEO, and Building a Repeatable Growth Engine | 2026 Business Roadmap, Part 3

If your business isn’t growing, it’s usually not a product problem—it’s a sales or marketing problem. In episode 3 of the Build Boldly Business Roadmap series, host Pat Rodgers dives into one of the most important skills every entrepreneur must master: sales and marketing.Pat breaks down how business owners can build a repeatable, measurable sales system using a CRM, clearly define their Ideal Client Profile (ICP), and eliminate friction that slows deals down. He explains why tracking wins and losses matters, how to replicate top-performing sales behaviors, and how to align sales goals with compensation and realistic timelines.On the marketing side, Pat makes a strong case for treating marketing as a non-negotiable investment, not an afterthought. He walks through how to set a marketing plan and budget, why outsourcing early often makes more sense than hiring in-house, and how local SEO can drive high-intent leads for businesses that serve specific geographies.You’ll learn how to:-Implement and use a CRM to track leads, deals, and performance-Identify and double down on your Ideal Client Profile- Replicate top sellers’ behaviors with a sales playbook- Remove friction from your sales process- Set sales goals tied directly to compensation- Build a marketing plan that actually drives revenueThis episode is a tactical guide to building a sales and marketing engine that scales. Next week, Pat wraps up the Roadmap series with Personal Growth and Leadership.Until then, like, share, and Build Boldly.- - - - - - - - - - - - - - - - - - - - Connect with Pat Rodgers on LinkedInLearn more about RISE Commercial District Website | Instagram | YouTube | LinkedIn Build Boldly is produced by Palm Tree Pod Co.