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Category: Goal Planning

We’re just a little more than 30 days away from our new year intentions, resolutions, and goals. A month ago, we set out into the new year with hope and ambition that this year would be our best ever and that we’d make positive lasting changes in our lives. Listen to the Sales Gravy Podcast with Jeb Blount. The Number one sales training podcast.

First Month Sales Results Gut Check (Money Monday)

On this first Monday of the second month of the year, it’s time for a gut check. First, we need to check where we are against our new year goals. Next, we need to take stock of our first month's…

Are your fitness goals realistic for the life of a busy sales professional? "I find that a lot of sales leaders I work with are operating at about 110% capacity. So when we're talking about tackling health and fitness, we have to really understand what is going to be the few habits that are really easy to do and have the biggest bang for buck." That's Josh Hulsebosch, a fitness coach who specializes in working with sales professionals, speaking on the Sales Gravy podcast. His observation cuts straight to the real reason most January fitness resolutions fail: they're trying to add more to an already overflowing plate. The typical sales professional is already drowning in competing priorities while operating at maximum capacity. When New Year’s hits, the instinct is to overhaul everything at once. New diet. New workout plan. New morning routine. That approach might work for people with open calendars and low pressure. For salespeople pushing through Q1 kickoffs, territory planning, and quota pressure, it is a fast track to burnout. The All-or-Nothing Trap Meet Steve. He's an individual contributor who decided January 1st would mark his transformation. No more coffee. Five-mile runs every morning. Intermittent fasting. Four hours of cold calling daily because he just finished reading Fanatical Prospecting. Ten days in, Steve slept through his alarm, missed his workout, and ordered a triple-shot latte on the way to work. That emotional crash bled into his work. His prospecting activity dropped. His confidence dipped. His motivation evaporated under the weight of his own perfectionism. Steve's mistake wasn't lack of commitment. He turned ambitious goals into self-sabotage by refusing to acknowledge a simple truth: sustainable change requires starting where you are, not where you wish you were. Most sales professionals approach fitness goals like they approach pipeline building—more activity equals better results. But health doesn't work like prospecting. You can't brute force your way into better sleep or lower stress. The body requires a different strategy. The 110% Capacity Problem Sales is a cognitively demanding profession. You're the quarterback of the business. Every day requires strategic thinking, relationship management, objection handling, and staying mentally sharp through rejection. When you're already operating at 110% capacity, adding extreme fitness commitments creates another obligation you can't meet, another source of stress, another thing to feel guilty about when you inevitably miss a workout or eat fast food between calls. The sales professionals who successfully improve their health identify which habits will support their performance, then build them into their existing routine. They do not chase trends. They focus on fundamentals. The Four Pillars of Health for Sales Professionals Fitness and health goals for sales professionals need to be realistic for people working at maximum capacity. You can't afford to waste energy on complicated protocols or fitness fads. You need the fundamentals: exercise, nutrition, sleep, and stress management. When these four pillars are strong, everything else becomes easier. Pillar One: Exercise The fitness industry wants you to believe you need intense workouts, complicated programs, and hours at the gym. For sales professionals, the single most effective exercise habit is walking 8,000 steps daily. This number is achievable for most people regardless of fitness level. It builds momentum without requiring a complete schedule overhaul. When you consistently hit 8,000 steps, you prove to yourself that you can follow through on a commitment without sacrificing your work performance. Movement improves cognitive function, reduces stress hormones, and helps with sleep quality—all critical for sales performance. Make it automatic. Take calls while walking. Park farther away from the office. Walk to get coffee instead of ordering delivery. Use a standing desk and pace during internal meetings. Build movement into what you are already doing rather than treating it as another task. Once 8,000 steps become effortless, you can layer in strength training or other activities. But walking is the foundation. It's the one exercise habit that compounds without breaking you. Pillar Two: Nutrition Sales professionals tend to fall into two nutrition traps. The first is eating like garbage because they're too busy to care. The second is attempting some extreme diet overhaul that lasts nine days before they're back to their old patterns. The solution isn't meal plans or macro tracking or cutting entire food groups. It's having a system that works when you're slammed. Start here: don't skip meals. When you're running between meetings and surviving on coffee, your blood sugar crashes. That kills your cognitive performance and drives you toward quick fixes that leave you feeling worse an hour later. Keep protein-rich foods accessible. Greek yogurt, hard-boiled eggs, protein bars that aren't candy in disguise, rotisserie chicken, nuts. These don't require cooking or planning. They stabilize your energy and keep you sharp during long stretches between meals. Meal prep doesn't need to be complicated. Pick one day, cook a large batch of something simple—grilled chicken, ground turkey, rice, roasted vegetables—and portion it out. Now you have real food available when your schedule gets chaotic. Hydration matters more than most people realize. Dehydration mimics fatigue. Keep water at your desk. Drink it between calls. If you're consuming coffee all day, match it with water. You'll notice the difference in your afternoon energy levels. Pillar Three: Sleep Sleep deprivation destroys sales performance. You get paid to think. When you run on five or six hours of sleep, decision-making suffers. Decision-making suffers. Emotional regulation weakens. Your ability to read prospects and handle objections declines. You can't always control how many hours you sleep, especially during high-pressure periods. But you can improve sleep quality. Start with a simple nighttime routine that signals to your body it's time to wind down. Turn off screens thirty minutes before bed. Keep your bedroom cool. If your mind races when you lie down, acknowledge the thoughts without engaging with them. Notice they're there, then redirect your focus to your breathing. If you wake up in the middle of the night with work thoughts, write them down or set a reminder for the next day. This closes the mental loop and allows your brain to let go. Pillar Four: Stress Management Sales is a pressure environment. Constant decision-making. Emotional labor. Rejection. Urgency. You move from call to meeting to fire drill to another call with almost no downtime. Over time, your nervous system stays stuck in high alert. That chronic stress does not just affect your mood. It impacts your sleep, your focus, your patience with prospects, and your ability to think clearly in complex conversations. If you do not manage it, it will manage you. Controlled breathing is one of the fastest ways to regulate your nervous system. Inhale for four seconds. Hold for four. Exhale for four. Hold for four. This is box breathing. You can do it between calls. Before a tough conversation. While waiting for a prospect to answer. It does not draw attention. It just brings your system back into balance. When stress is regulated, sleep improves. When sleep improves, thinking becomes clearer. Clearer thinking leads to better sales performance. It is a small habit. The impact compounds. Building Fitness Goals That Actually Stick If you're surviving on five hours of sleep, start there. If you're skipping meals and running on caffeine, fix your nutrition first. If you haven't moved your body in weeks, commit to 8,000 steps. Don't try to overhaul all four pillars simultaneously. That's the all-or-nothing trap that killed Steve's momentum in ten days. When you take care of your physical and mental health, you show up sharper for your prospects, your team, and your numbers. Your body is the vehicle for your career. You can't hit quota consistently if you're running on empty. Start with one pillar. Build one habit. Give it time to take root before you add the next one. That's how you win in Q1 and beyond. If you are serious about building fitness habits that actually fit the realities of sales, go deeper with Josh Hulsebosch’s performance-focused courses on Sales Gravy University. His programs are built specifically for sales professionals who are operating at full capacity and still want to win on health, energy, and longevity.

Why Sales Professionals Fail at New Year’s Fitness Goals (And How to Actually Succeed)

Are your fitness goals realistic for the life of a busy sales professional? "I find that a lot of sales leaders I work with are operating at about 110% capacity. So when we're talking about tackling health and fitness, we…

This Money Monday Sales Gravy podcast episode is special because it kicks off our 20th season! It’s hard to believe that we’ve been producing the Sales Gravy continuously for 20 years. Over the last 20 years, thanks to you—our incredible audience—we’ve consistently ranked as the #1 most listened to sales podcast in markets all over the world. I remember my first podcast episode all those years ago, produced with a microphone I bought at Guitar Center and recorded under a blanket for sound suppression. Today, we produce our podcast in professional studios at Sales Gravy and have a full production team on staff to ensure we are giving you the highest quality sound possible.  What hasn’t changed is my unwavering focus on making the complex simple by cutting through the noise, eliminating the fluff, and giving you the basics and fundamentals that actually work in the real world. We’ve got a ton of new episodes and bonus content coming your way, so be sure to subscribe on your favorite podcast app and listen every week.  Sales Professionals Must Have Goals to be Successful Your personal goals are the aspirations that drive you, inspire you, and push you through the tough days. These goals are essential to helping you maintain sales discipline throughout your sales year. When developing personal goals, I break them down into three buckets: To-Have Goals These are the things you want to acquire or buy. Whether it’s a house, a new car, or building up your savings, to-have goals are about acquiring something that enhances your life. To-Be Goals These are about evolving into the person you want to become. Maybe you want to be a sales manager, or if you’re a manager, you want to be a director or VP of sales. You might want to go back to school for a degree or an MBA. Or you want to be a better spouse, a better leader, or a better peer. Maybe you want to be a President’s club winner or be recognized as an expert in your industry—whatever it is, to-be goals help you level up as a person and a professional. To-Do Goals These are experience goals. Think about experiences that create lifelong memories—maybe you want to travel somewhere special or take on a meaningful project or hobby you’ve always dreamed about. Four Reasons Why Goals Matter in Sales Number one, goals massively increase the likelihood that you’ll actually achieve the things you want. Speaking your goal out loud, writing it down, and being intentional about it has a powerful psychological effect. Number two, goals make life meaningful. It’s unbelievably fulfilling to look back and see what you accomplished—how far you’ve come over the course of a year, five years, or a decade. Number three, we work in a tough, competitive profession, and it’s just plain satisfying to put your commission checks, bonuses, and hard-won earnings toward something that improves your life or the lives of the people you love. But the biggest reason to set goals—especially in sales—is that the sales profession is hard work and it can be brutal.  It’s loaded with rejection. At every turn, we face potential “nos,” whether it’s prospecting calls, asking for next steps, pushing to level up to a decision-maker, or closing the deal. We even face internal rejection when we try to sell a complex deal internally to our own company or get approval for special pricing. Rejection is everywhere, and the fear of rejection—or avoiding it—is the number one reason salespeople fail to perform. Add to that the grind: making call after call, stuffing data into the CRM, pushing through proposals, handling endless follow-ups, and selling becomes tedious, hard, rejection-dense work. For this reason, it requires discipline to stay on track and keep grinding day after day and month after month over the course of the sales year. But here’s the rub: discipline can wane, especially if we’re not hyper-focused on a bigger prize. Goals Give You the Discipline to Do the Hard Things I want you to pay attention to this next part because understanding the real definition of discipline is critical.  Discipline is sacrificing what you want now for what you want most. Human nature wants easy. We’d rather that customers call us than have to chase them. We’d rather deals close themselves than invest hours into multi-step follow-ups. We don’t want to face that “no.” But success in sales is paid for in advance, with facing rejection and hard work. Therefore, if you don’t have a clear, compelling reason—something you want most—it’s easy to cave in and take the easy route instead of doing what really needs to be done. This is the reason why having a strong set of personal goals is crucial for sales professionals. You need that powerful “why” to keep grinding when the going gets tough. When the pipeline’s not as full as you’d like or you’re hitting roadblocks, you need something more important than convenience to drag you back into the fight. A Tactical System for Setting Winning Goals Let’s jump into the tactics for actually doing this. If you’ve gone through any kind of SMART goal-setting course, some of this may sound familiar. But these basics are timeless and indispensable. To set effective goals, you need to ask and answer five basic questions: What Do You Want? Sounds simple, but for a lot of us, it’s not. We’re so busy scrolling through social media, bingeing on TikTok, or juggling daily distractions that we never pause to ask, “What do I really want from my life?” So step one is to get specific. Define it. When Do You Want It? Because we’re talking about next year’s personal goals, let’s keep them within a 12-month horizon. But any truly effective goal requires a deadline or target date—otherwise, it’s just a pipe dream. When you have a hard date, it creates urgency and focus. Is It Attainable? Be honest with yourself. If all your goals are ridiculously ambitious, you’ll burn out or give up once it’s clear you’re not making meaningful progress. Stretch goals are great—big, hairy, audacious goals will push you—but balance those with goals you can realistically achieve. How Bad Do You Want It? This is the ultimate question. If your goal doesn’t fire you up, if it’s not something you’d move mountains to achieve, you won’t push through the tough days. Remember, discipline means sacrificing what you want now for what you want most. If the desire isn’t there, the sacrifices won’t be made. How Are You Going to Get There? These are your steps to success—your system, your process, your roadmap. As James Clear says in Atomic Habits, you don’t rise to the level of your goals; you fall to the level of your systems. The idea is simple: if you have a crystal-clear process for what you need to do daily, weekly, and monthly, you’ll keep moving toward the goal—even when life gets hectic. This is where your personal business plan and your personal goals intersect. For instance, if your to-do or to-have goal requires additional income—maybe you need a bigger commission check to afford that new pool or a bucket-list vacation—then you have to hit your sales targets. This means building a discipline system that ensures you’re prospecting enough, qualifying enough opportunities, following up diligently, and negotiating effectively. Without a system and personal business plan, you are more likely to get random results. Stop Now and Build Your Goal Sheet Sit in silence. Turn off the noise, get away from distractions, and grab a notebook and pen. Write down what you want, when you want it, if it’s attainable, how badly you want it, and how you plan to get there. Sketch it all out—just let the ideas flow. Once you’ve got it all down, build a formal goal sheet. Yes, I’m talking about physically writing it out. There’s tremendous power in seeing your goals in black and white, or printing them out and pinning them above your desk. Countless studies show that written goals are far more likely to be realized than goals that just bounce around in your head. This goal sheet is your personal roadmap—put it into your personal business plan so everything stays in one place. Learn how to set winning goals and build your personal Goal Sheet in Jeb Blount’s comprehensive course: The Essentials of Setting Winning Goals

How to Set Sales Goals That Actually Stick: From Vision to System (Money Monday)

This Money Monday Sales Gravy podcast episode is special because it kicks off our 20th season! It’s hard to believe that we’ve been producing the Sales Gravy continuously for 20 years. Over the last 20 years, thanks to you—our incredible…

Do you plan to hit your sales goals, or just hope you will? You set goals in January. By March, they are forgotten. It's because most salespeople confuse wanting something with planning for it.  “I want to close more deals this year.” That is not a goal. That is a wish. “I want to be better at prospecting.” Still not a goal. Just a vague intention that leads nowhere. Real sales goals require a system. Not motivation. Not inspiration. A repeatable process that turns big numbers into daily actions you can actually execute. This four-step sales goal planning system turns annual quotas into weekly, executable actions that salespeople can control and measure. Why Most Sales Goals Fail Before February Most salespeople treat goal-setting like a New Year’s resolution. They write something down, feel good about it for a week, then watch it disappear under the weight of quota pressure and full calendars. Three things kill sales goals before they have a chance: Lack of specificity. Your brain cannot attach to something vague. There is no finish line, no way to measure progress, and no emotional connection to the outcome. No breakdown. Big numbers paralyze you. Looking at an annual quota feels impossible. Your brain shuts down. You don’t know where to start, so you don’t start at all. Zero accountability. Goals that live only in your head are easy to abandon. There is no consequence for missing them because nobody, including you, is really tracking them. Research consistently shows that people who write down specific, challenging goals and track them perform significantly better than those who rely on vague intentions or hope. The difference between hitting your number and missing it is having a systematic approach to sales goal planning and the discipline to execute it. Step 1: Identify Your Major Milestones Big goals overwhelm you. When you stare at “close $1.5 million this year,” your brain checks out. It feels too big, too far away, and too abstract. The first step in effective sales goal planning is breaking that number into key checkpoints. These milestones tell you whether you are on track or falling behind. For a $1.5 million annual goal: Q1: $375K Q2: $375K Q3: $375K Q4: $375K Now you are not chasing $1.5 million. You are chasing $375K this quarter. Still significant, but manageable. Take it further. What does $375K mean for your pipeline? If your average deal size is $50K, you need eight closed deals per quarter. If your close rate is 25 percent, you need 32 qualified opportunities in your pipeline each quarter to close those eight deals. Suddenly, that intimidating annual number becomes a concrete monthly target of roughly 11 qualified opportunities. You cannot control whether a deal closes, but you can control how many qualified opportunities you put in your pipeline. That is the number you chase. Step 2: List Your Specific Tasks Milestones tell you where you need to be. Tasks tell you how to get there. These numbers will vary based on your market, deal size, and conversion rates. The point is forcing your goal all the way down to weekly actions you can control. This step requires brutal honesty about the activities that actually generate results in your sales process. If you need 11 qualified opportunities per month and your prospecting-to-opportunity conversion rate is 10 percent, you need 110 prospecting conversations monthly. What does that look like in weekly tasks? 30 outbound calls 15 LinkedIn connection requests with personalized messages 10 follow-up emails to lukewarm prospects 3 referral conversations Assign realistic timeframes to each task. Making 30 calls doesn’t require four hours. It requires 45 minutes of focused effort. Block the time, make the calls, move on. The more specific you get, the less room there is for excuses. You either completed the tasks or you did not. You are either on pace or you are behind. If you cannot list the specific weekly tasks required to hit your goal, you do not have a sales goal. You have a hope. Step 3: Consider Obstacles and Resources Every goal has obstacles waiting to derail it. Ignoring them does not make them disappear. Identify what will try to stop you, then plan around it. The biggest time killers in sales are rarely mysterious. Meetings that don’t move deals forward. Prospects who will never buy but keep you engaged. Administrative tasks that someone else should handle. Reorganizing your CRM instead of filling it with opportunities. Here is how to expose them. Track your time for one week. Write down every activity in 30-minute blocks. No editing. No judgment. Just honest data. At the end of the week, categorize everything: Income-producing activities like prospecting, discovery, and closing Income-supporting activities like proposals, follow-up, and research Waste, which is everything else Most salespeople discover they spend less than 30 percent of their time on income-producing activities. If that is you, you just found out why you are not hitting your goals. Once you know where your time actually goes, you can protect the activities that matter. Block prospecting time before meetings start. Batch administrative work. Decline meetings where your presence adds no value. Now identify resource gaps. What do you need that you don’t have? Skills you need to develop. Tools that would improve your results. Support from leadership to open doors with key accounts. Find these gaps early. Discovering you lack a critical skill in November is too late. Step 4: Stay Flexible Without Lowering the Goal Sales goal planning requires flexibility in tactics, not flexibility in commitment. Markets shift. Buyers change. Your original plan may need adjustment. That does not mean the destination changes. Review your goals monthly and let the data guide you. Ask three questions: Am I on track What’s working What’s not working If something is working, do more of it. If something isn’t working, adjust your approach. For example, your data might show inconsistent execution, poor list quality, or weak follow-up. The answer is not abandoning foundational activities like cold calling. The answer is tightening your process, improving targeting, or reinforcing outreach with disciplined follow-up. Flexibility means adjusting how you execute, not lowering the standard because the work is harder than expected. Salespeople who hit ambitious goals stay flexible in their methods and uncompromising about the outcome. Monthly reviews keep you honest. They prevent you from wasting months on ineffective activity before realizing you are off track. Execute Your Sales Goal Planning System Take one goal right now. Write it down with a specific number and a deadline. Break it into three to five milestones. List the weekly tasks required. Identify your two biggest obstacles and the resources you need to overcome them. Then execute. Review weekly. Adjust monthly. Never stop driving toward the outcome. This system works because it eliminates ambiguity. You know what needs to happen this week. Obstacles don’t blindside you because you planned for them. You aren’t following a broken plan for six months because you built in regular reviews. While other salespeople hope for a good year, you will be executing a plan. While they react to whatever fires pop up, you will be proactively driving toward measurable outcomes. The difference between salespeople who hit their goals and those who do not is not talent or luck. It is having a systematic process for turning big goals into daily actions and the discipline to follow through when motivation fades. Sales goals don’t fail because you lack desire—they fail because the plan isn’t specific enough to execute. Download the FREE Goal Planning Guide to turn your sales goals into results. 

The 4-Step Fix for Sales Goals That Always Fall Short

Do you plan to hit your sales goals, or just hope you will? You set goals in January. By March, they are forgotten. It's because most salespeople confuse wanting something with planning for it.  “I want to close more deals…

personal sales goals

Why Personal Goals are Essential for Sales Discipline (Money Monday)

Your personal goals are the aspirations that drive you, inspire you, and push you through the tough days. As you'll learn in this Monday Money podcast episode and article, these goals are essential to helping you maintain sales discipline throughout…

Self-reflection

9 Self-Reflection Prompts For Kicking Off the New Sales Year

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Best Sales Podcast Conversations From 2024

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Reflection vs Regret | Money Monday

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Fourth Quarter Sales: A Four Step Plan to Finish Strong

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The true definition of failure

Redefining Failure

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goals career life decade

Setting Decade Goals for Your Life and Your Career

For long term and decade goals, discipline requires you to play the end game. The only way to be successful in your life and your career is to set your goal and break it into daily/weekly chunks. Life is about…

planning success

Predetermined Actions Bring Sales Success

Success is the continual achievement of your predetermined goals stabilized by balance, purified by belief, aligned to your purpose, and fueled by your passion. A New Definition for Success Many sales experts, including sales coaches, share quotes about sales success…