1054. The Roadmap to Business Efficiency

In this episode of The Kelly Roach Show, Kelly dives into year-end tax strategies for business owners with expert insights from tax advisor John Briggs. As the year draws to a close, proactive tax planning becomes essential for entrepreneurs looking to minimize tax burdens and enhance financial benefits. Briggs shares actionable, easy-to-implement tips, covering often-overlooked areas such as reviewing business entity choices, optimizing deductions, and accurately calculating estimated tax payments. This episode highlights the importance of reassessing business structures—whether LLC, S Corporation, or C Corporation—to align more strategically with financial goals. With practical advice on identifying deductible expenses and setting up a tax payment plan to avoid penalties, this discussion equips business owners with the tools to confidently manage year-end tax planning. Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/ Check out the Year-End Planning Guide from John Briggs - https://incitetax.com/yekr Get a copy of John's Book: https://33rulebook.com  Connect with John's team: https://incitetax.com/contact/   Also in this episode: Implementing a tax payment plan that includes setting aside a percentage of income regularly can prevent unexpected tax bills and penalties. Utilize available resources, like comprehensive tax guides, to stay informed on current tax laws and strategic actions. Continuously educate yourself on tax strategies and consult with experts to ensure your approach is aligned with both current laws and personal business goals.     Stay Connected With Kelly Roach:  Instagram | LinkedIn | Facebook | Youtube

In this episode of The Kelly Roach Show, Kelly dives into the "Characteristics of Clients That Win," offering insights for high-performing entrepreneurs on the behaviors and mindsets that drive success. Inspired by Dr. Alexandria Rosa, the discussion explores traits like a beginner’s heart, strong self-leadership, and the power of embracing failure for growth. Kelly highlights the importance of flexibility, quick recovery from setbacks, and consistently "running the reps" in business, akin to athletic training. This episode provides a holistic perspective on aligning personal values with professional strategies for lasting business growth and success. Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/   Also in this episode: Adopting a beginner’s heart by being open to new knowledge and discarding preconceptions is crucial for learning and growth. High adaptability and fast recovery rates are vital for overcoming obstacles and achieving success. Consistent execution of foundational tasks, even when they seem monotonous, leads to scalable success.   Stay Connected With Kelly Roach:  Instagram | LinkedIn | Facebook | Youtube

In this episode of The Kelly Roach Show, Kelly dives deep into strategies for accelerating the fast buying process with your top-tier elite customers. She breaks down effective approaches to increase conversion rates of high-value clients and drive business growth. Packed with insightful advice and actionable tips, Kelly illustrates how to successfully navigate big deals and create sustainable success. Kelly highlights the importance of a structured sales pathway to consistently guide potential customers through the buying process. She underscores the value of delivering without expecting immediate returns, emphasizing how this builds trust with high-level clients. Additionally, Kelly explores how maintaining visibility can expedite decision-making, and shares how leveraging in-person relationship-building opportunities—and associating with respected figures—can significantly boost credibility and accelerate the sales cycle. Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/ Join us inside The Virtual Business School: https://go.virtualbusinessschool.com/email-sales-page   Also in this episode: Remain constantly visible and accessible to decision-makers, facilitating engagement when they decide to make a purchase. Personal interactions and associating with respected figures significantly enhance credibility and speed up the buying cycle. Focus on crafting high-quality Intellectual Property that aligns with the executive-level clientele sought for your business services.   Stay Connected With Kelly Roach:  Instagram | LinkedIn | Facebook | Youtube

In this episode of The Kelly Roach Show, Kelly explores the role of a thought leader in navigating the challenges of going against the grain, where expressing counterintuitive perspectives can be both powerful and polarizing. She shares how integrating faith into her business aligns personal values with professional goals, offering a strategic framework for entrepreneurs to make intentional decisions about thought leadership. Kelly emphasizes the importance of sharing purposeful, solution-oriented messages on social platforms that resonate with one’s core mission and audience. Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/ Join us inside The Virtual Business School: https://go.virtualbusinessschool.com/email-sales-page    Also in this episode: When sharing core beliefs or counterculture topics, ensure that they align with your personal and professional mission. For effective thought leadership, draw connections between your shared perspectives and the broader benefits to your audience. Thought leadership should not only highlight problems but also provide actionable solutions and pathways to improvement.     Stay Connected With Kelly Roach:  Instagram | LinkedIn | Facebook | Youtube

In this episode of The Kelly Roach Show, Kelly explores the essential role of personal branding for entrepreneurs in navigating today's unpredictable business environment. As the landscape shifts—evidenced by the collapse of downlines in multi-level marketing companies—Kelly offers critical insights to help entrepreneurs safeguard their business strategies. She highlights the risks of relying too heavily on a single platform or revenue stream and underscores the importance of diversifying customer acquisition channels to shield businesses from unforeseen disruptions. Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/ Join us inside The Virtual Business School: https://go.virtualbusinessschool.com/email-sales-page   Also in this episode: Business strategies and personal brands must adapt to the inevitability of change, ensuring resilience in uncertain environments. Instances of account shutdowns, censorship, and changes in online platforms serve as reminders of the risks of dependency, underscoring the need for diversified tactics. The importance of planning and building strategies with a long-term vision, including nuanced content development and leveraging multiple touchpoints, is essential for sustained business success.     Stay Connected With Kelly Roach:  Instagram | LinkedIn | Facebook | Youtube

In this episode of The Kelly Roach Show, Kelly dives into crucial client retention strategies to help retain top-tier clients and maximize their lifetime value within your business. With an economic recession looming, Kelly emphasizes the importance of focusing on client retention as a cost-effective strategy, equating keeping an existing customer with acquiring a new one. Through engaging insights and practical advice, she reveals how businesses can leverage alumni communities, memberships, events, and other innovative approaches to sustain long-term client engagement. Kelly presents six actionable strategies beyond traditional customer retention methods—highlighting the power of creating alumni communities, offering alumni memberships or events, and crafting trust-builder offers to foster ongoing client relationships.  Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/   Also in this episode: Host an annual alumni event to rejuvenate relationships and offer fresh value, encouraging repeat interactions with your brand. Implement a quarterly refresh and reboot workshop to continuously engage alumni, offering cyclic opportunities for client re-engagement. Leverage a trust builder loop by introducing low-cost, high-value offers that enhance trust and client retention.     Stay Connected With Kelly Roach:  Instagram | LinkedIn | Facebook | Youtube

In this episode of The Kelly Roach Show, Kelly dives into how to maximize your consultations to drive sales for service-based businesses, offering actionable advice customized to different stages of business growth. Whether you're a CEO, marketer, or business leader, mastering the ability to fill your calendar with qualified leads is crucial for sustainable growth. Kelly explores a wide range of effective methods for generating consultations, including direct emails, social media strategies, live streaming, and leveraging compelling client success stories. By emphasizing the power of live streaming and personalized invitations, this episode is set to revolutionize the way businesses connect with potential clients and consistently book high-value consultations. Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/   Also in this episode: Implement daily strategies to consistently book consultations and drive sales in any service-based business environment. Adapt consultation strategies to suit different stages of business growth, from wider nets in early stages to refined targeting as momentum builds. Embrace various channels like email, social media, and live streaming to keep consultation bookings consistent and varied.   Stay Connected With Kelly Roach:  Instagram | LinkedIn | Facebook | Youtube

In this episode of The Kelly Roach Show, Kelly dives into the crucial topic of monetizing roles within a company. Emphasizing the importance of aligning staff contributions with business profitability, Kelly offers actionable strategies for ensuring each team member has a clear path to driving financial value. She underscores the necessity of having open, transparent conversations about targets and accountability to maintain a thriving, sustainable business. Kelly discusses various roles within a company—from sales and marketing to operations and customer service—and outlines specific monetization strategies for each. By focusing on areas like renewals, referrals, and reactivations, she illustrates how businesses can optimize team performance and enhance profitability. She also stresses the importance of leadership in guiding teams towards these goals through consistent training and clear communication.   Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/   Also in this episode: Develop a clear, actionable plan for each role in your business to ensure they contribute to the company's financial success. Regularly discuss targets, performance metrics, and financial goals with your team to maintain transparency and accountability. Leaders must model effective strategies and provide consistent training and support to align their team's efforts with the company's objectives.   Stay Connected With Kelly Roach:  Instagram | LinkedIn | Facebook | Youtube

In this episode of The Kelly Roach Show, Kelly dissects the evolving relevance of Facebook groups for business growth and sales conversions. If you recall the prominence of Facebook groups five years ago, you'll want to tune in to understand why they are making a comeback and how they can be pivotal in nurturing and engaging your leads effectively. Kelly outlines four key reasons to reinvest in Facebook groups, emphasizing their role in improving sales efficiency, enhancing engagement, and providing a structured approach for nurturing leads throughout elongated buying cycles. By leveraging Facebook groups strategically, businesses can optimize their lead management and ultimately drive higher conversions.    Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/   Also in this episode: Facebook has reinvented the way groups draw attention and engagement, making them crucial in today's sales strategies. Using Facebook groups as a contained space helps nurture leads over multiple launch cycles, increasing the likelihood of conversion. Engaging in non-sales conversations within Facebook groups can bypass stringent algorithm limitations on outbound messaging, facilitating better relationship building.     Stay Connected With Kelly Roach:  Instagram | LinkedIn | Facebook | Youtube

In this episode of The Kelly Roach Show, Kelly highlights key aspects of buyer readiness that may be hindering your sales and shares tips to fix them quickly. She explains how understanding modern buyer interactions and streamlining the sales process can help small business owners and sales teams convert prospects more effectively. Kelly emphasizes that most buyers are almost ready to purchase when they first connect with your brand, so it’s important to recognize this and avoid overwhelming them with too much information. Effective sales involve listening more, focusing on core needs, and identifying buying triggers.   Also in this episode: Effective sales require you to ask a few open-ended questions and then listen to understand the prospect's needs and buying criteria. Make your offerings and call-to-action steps clear and easily accessible to avoid overwhelming potential buyers. Most leads are well into their buying journey when they contact you. Recognize and adapt to their readiness to buy. Provide clear and essential information regarding your offers, including pricing and enrollment details, to facilitate quicker decision-making. Get personalized guidance and achieve your goals by booking a call with Kelly Roach: Book a Call.   Stay Connected With Kelly Roach:  Instagram | LinkedIn | Facebook | Youtube