Creating Your To-Do List, To-Don’t List, and Saying No Nicely

In this episode of Real Relationships Real Revenue, I’m getting really tactical. Our first three episodes covered the current state, future state, and strategic themes, and to follow that up  I’m covering your to-do list, your to-don’t list, and how to say no nicely.

Topics We Cover in This Episode:

  • Creating your to-do list
  • Creating your to-don’t list
  • The say no nicely model

These tactical steps covered in this episode are so important. This idea of being able to say no in a nice way that retains the relationship shows empathy, but also is very crystal clear on what you can and can’t do with math, numbers, and logic.

If you want to learn more about how to say no nicely, check out this video. It’s incredibly powerful and important when it comes to client planning.

Resources Mentioned: Watch the video on saying no nicely

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