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There’s a Harvard study that rarely gets talked about in agency circles.

But it might be the most important one for your growth.

See, in 1979, Harvard MBA students were asked one thing: 

Whether they had clear, written goals and a plan to accomplish them.

Here’s what the researchers found:

  • 84% had no specific goals
  • 13% had goals, but no written plan
  • Only 3% had both written goals and a plan

Fast forward 10 years…

That 3%?

They were earning 10x more than the rest of their peers.

So what does that have to do with your agency?

Everything.

Let me explain.

We’ve worked with hundreds of agencies.

And we saw that those that hit $100K+ monthly recurring revenue (MRR) don’t stumble into it. 

Instead, they follow the same formula:

They write down their goals.

They build a realistic plan.

And they track it – every single week.

Agencies that plateau?

They usually stopped doing that somewhere along the way. 

Maybe they hit $20K, $50K, or even $80K MRR… 

And they believed the systems that got them there would keep working. 

But eventually, growth stalled. 

Why?

Because the roadmap disappeared.

See, achieving success is not about grinding harder.

It’s about having direction.

You need to know where you’re going – and whether you’re actually on track to get there.

The good news?

You don’t need some fancy dashboard or paid tool to do this.

We’ve built a simple sales and retention tracking sheet…

And it’s helped hundreds of agency owners realign their focus…

Eliminate guesswork…

And drive results. 

It takes less than 15 minutes to set up.

Just hit reply if you want access to the sheet.

Once it’s ready, just track:

  • New clients added
  • Clients churned
  • Net MRR growth
  • Target vs actual

When you do that consistently, you’ll start to notice a shift not just in revenue, but in momentum.

After all, what you track improves.

And what you plan actually happens.

 

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Josh Nelson

Josh Nelson (Joshua D. Nelson) is the founder and CEO of Seven Figure Agency, where he has helped 193+ digital marketing agency owners scale past seven figures, generating over $300M+ in aggregate client results. Seven Figure Agency is a four-time Inc. 5000 honoree. Josh is also the founder of Plumbing & HVAC SEO — the niche agency he scaled past $7M annual revenue, recognized as a three-time Inc. 5000 honoree — and the editor of TopMarketingAgencies.com, the editorial directory of America’s best niche marketing agencies. His two companies have been named to the Inc. 5000 a combined seven times. He is the author of The 7-Figure Agency Roadmap and The Client Retention Handbook for Digital Marketing Agencies, both available on Amazon and Audible. Read his full author bio, books, podcast, and press features at joshnelsonblog.com.

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