How to Forecast Like a 9-Figure Company

Stop me if this sounds familiar. You run a home improvement business. You know your busy season, it’s spring. March, April, May. The weather is warming up, and people are thinking about home projects.That’s what John thought, too. However, his assumption was based on gut feeling, as it has always been.Then he looked at three years of his CRM data. He fed it into a simple spreadsheet tool from the Wealthy Contractor Success Society and let ChatGPT analyze it all.The results blew up his entire business model. It turned out that his assumption about spring was completely off.If you’re still budgeting like most contractors, you take your annual revenue goal and split it evenly across 12 months.But your business doesn’t work like that. It has peaks and valleys. When you budget evenly, you end up overspending on marketing in slow months, and you're dramatically understaffed during your real busy season.Tune in now to hear the full conversation about using AI, managing sales reps, and building a data-backed plan for the year ahead.Key Takeaways: Introduction (00:00)Business compass planning tool (01:16)John shares his $1.9m to $5m growth story (03:12)Using ChatGPT to identify sales seasonality (06:31)Marketing spend adjusted based on slow months (17:52)Demo count is marketing’s most important KPI (24:44)Headcount planning for sales and production (33:52)Business plan timing advice (42:26)Additional Links & Resources:🔥 Watch our **FREE** on-demand webinar and learn how to drive 20% net profit with systems and processes: https://www.builderprime.com/webinars/on-demand-webinar-drive-20-net-profit-with-systems-processes?utm_source=RedCircle&utm_medium=Audio&utm_campaign=22⚡ Learn more about us: https://www.builderprime.com/ 📱 Connect with us on social media:Facebook: https://www.facebook.com/builderprime/LinkedIn: https://www.linkedin.com/company/builderprime/ Jonathan’s LinkedIn: https://www.linkedin.com/in/jonathanweinberg/ John’s LinkedIn: https://www.linkedin.com/in/john-kolbaska-a271a757/ Instagram: https://www.instagram.com/builderprimecrm/ —Build to Win is a podcast for contractors where we give you the tools to grow your home improvement business. Follow us wherever you listen to your podcasts!