In this episode of Beers with Contractors, host Will Blake shares insights into planning for the year 2026, drawing from his experience running a $13 million-a-year installation company. He emphasizes the importance of focusing not just on top-line revenue but also on the actual installed revenue. Listeners are guided through a detailed process of setting and achieving revenue targets, breaking down how many leads, appointments, and jobs are needed. Will also highlights the necessity of budgeting for technology, salespeople, and marketing expenses to sustain growth. Additionally, he delves into financial strategies such as managing cash flow, leasing vs. buying equipment, and maintaining a healthy balance sheet. The episode underscores the critical nature of preparatory planning to ensure a successful year ahead.

00:00 Trailer

00:17 Planning for 2026: Goals and Targets

02:38 Revenue vs. Sales: Understanding the Difference

03:57 Breaking Down Revenue Goals

10:12 Marketing and Lead Generation

21:15 Technology and Systems for Growth

24:07 AI in Customer Service

25:41 Foundation Rescue Supply: Your Growth Partner

27:14 Sales Team Recruitment and Budgeting

29:21 Investing in Technology for Sales

32:11 Equipment and Balance Sheet Management

36:44 Cash Flow and Financial Planning

45:43 Profit Levers and Final Thoughts

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