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8 tips on Creating and Hitting Goals to Level Up in the New Year

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BAMF- January Banner

Balanced Action Marketing Firm, Inc. is very goal driven and has come a long way in the past few years. We are  now in two territories and we continue to develop our team members into management and even partners within our
firm.

Brian Holt, Balanced Action Marketing Firm’s CEO stated:

“The new year for BAMF means new opportunities for clients and business partners to work with. New business partners are selected with their experience and eagerness to learn and grow the business, not just my business but our clients as well.”

Being able to be trained across the board in every detail of our client’s events and the business has allowed our team members to continue to grow personally and professionally and hit new goals each month. Brian really works side-by-side coaching and training his team to really develop individuals so that they are able to see their potential they may not have tapped into yet!

We have compiled an 8 Step Process in how to start hitting your goals in the new year to help you get started!

  1. Set SMART goals – Make sure that your goals are Specific, Measurable, Achievable, Relevant and Time-bound.
  2. Break your goals down – Break down your larger goals into smaller achievable tasks, and focus on completing them one-by-one.
  3. Celebrate small wins – Celebrating even the smallest successes along the way will help to keep you motivated.
  4. Visualize your success – Visualize yourself achieving your goals, and keep the image in your mind to help you stay focused.
  5. Make a plan – Create a detailed plan to help guide you and keep track of your progress.
  6. Ask for help – Don’t be afraid to ask for help from friends, family, or professionals when you need it.
  7. Stay organized – Being organized with your time, tasks, and resources will help you stay on track and reach your goals faster.
  8. Stay positive – Remind yourself of the reasons why you set the goals in the first place, and stay positive and optimistic.

The most exciting part is the unknown for me [Brian]. Sounds kind of crazy but over the recent year’s business has been complicated with ups and downs for everyone. I can’t set a certain goal on what to strive for since it might change or some other client or opportunity come along. But I can focus on the standards for myself and the team to be ready for anything that comes our way. Thinking this way, we will be unstopping and ready for anything and that is what I really like about the team and business model. We don’t just stick to one client, working with several we are able to always adapt and become successful in any situation.” Brian explained.

Continue to follow our social for more marketing, mindset and business tips this year!

Leadership: Position or Action

Leadership: Action or Position?

What type of leader do you want to be?

You don’t need a title or position to be a leader. People that lead without a position are encouragers and connectors meaning, they help others succeed. A leader’s responsibility is to develop people to achieve desired outcomes. This means developing people is always a work in progress. Action is the key to success in many things in life, leadership being one of them, action produces results. So how do you take action and become a strong leader?

Lead by example
To lead by example means to guide others through your behavior instead of your words.

  • Inspire others to push themselves.
  • Don’t say one thing and do another, your actions need to mirror what you say.
  • Your attitude towards others will help you set a strong foundation. Address conflict calmly and productively making sure to diffuse the situation while finding a solution.
  • Communicate kindly, respect those around you when you communicate.
  • Bounce back after failures. Failure is a way of life, it can happen anytime we take a risk or make a decision, but always keep trying. If you feel defeated and ashamed that can stop you from reaching your full potential which will show others to quit. Show others
    how to bounce back!
  • Take care of yourself. Self-care is so important, not just for you but for your team. Your physical, mental, and emotional health matter when it comes to leadership.

“Lead by example, show why you are the leader.” – Brian Holt

Be accountable for your own mistakes
As a leader, taking accountability cultivates a sense of trust and respect from others. If you make a mistake and fail to admit that mistake, others will see that as you thinking that being right is more important to you than being honest with your team. Your team’s talents and energies are put towards supporting their leader rather than protecting their position in the organization, while creating a culture in which employees can feel safe to take important risks and own their mistakes too. Taking responsibility demonstrates that leaders value integrity. Leadership actions are learning from your mistakes, working with your team to problem solve, helping others to avoid the same mistake and moving forward.

Acknowledge and appreciate others

  • Give credit where it’s due, do not take credit for others’ work.
  • Be generous, recognize people and make sure they are valued.
  • Everyone will work harder when they see others are being recognized because they will want to be that person getting recognition.
  • False acknowledgement will not develop confidence nor lead to improved performance.
  • The more specific a leader will be when acknowledging someone, the better the impact will be.
  • Validating others helps to shape cultures within organizations.

“Never claim to be the best, learn from the newest person in the room.” – Brian Holt

Our goal here at Balanced Action Marketing Firm is to mold every new member who joins us into a leader so they can be as successful as they want to be and become the best leader they can be with the tools we have given them. We as a team foster an entrepreneurial spirit to lead by example, be accountable for our own mistakes, as well as acknowledge and appreciate others.

Balanced Action Marketing Firm Texas

BIG Goals & BIG News!

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It is going to be a great year for us at Balanced Action Marketing Firm with the start of 2022 and the big news that we have our 3rd expansion location in under 1 year!
We are expanding to McKinney, TX!
 
We will be opening up the McKinney branch in early February and starting strong for our clients. Now the team can share travel opportunities and experience from the California and Texas teams and grow that much faster!
 
What made us so successful?
  • Working together with our teams and networking to learn faster from the leaders with the experience.
  • Setting goals and taking the steps each day getting closer to the finish line.
  • Working with team members that are motivated to become the business owner.
  • Working with a great list of clients and partners that love our results each quarter and want more from us!
 
Our organization has a large reach. Last year we gained two new business partners that started in our LA office and are now based in Las Vegas and Oklahoma City territories! When we grow so do our clients and our organization is now a total of 8 locations (including McKinney Texas) across 5 states! 
 
Check out our Instagram and Facebook to see more updates about our locations and teams!
 
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Building Business Momentum

Business growth is needed to survive in this world but it won’t happen by chance.

Let’s take a look at how our business Balanced Action Marketing Firm is growing based on our actions. Our business is focused on Management and Direct Marketing. Here are 8 steps to our success in the business.

Step 1 is finding out what the customer and client likes and staying with that. Being able to focus on a trend to collect data is very important for the client, for the customer it keeps it simple and they are not overloaded with options to confuse them. Direct marketing is all about feedback and understanding the buyers needs, not just pushing a product.

Remember that a confused mind says no.

Step 2 is keeping it simple for the client. Within our business we handle the inventory, sales, visual marketing and much more and relay the info to the clients. Taking on the bigger project means more control for our firm and an easier time for the clients which in turn want more from us.

Step 3 is about tracking your momentum. Do this based on sales, interactions, locations but keep it on a single topic. Trying to fix the data on a 10 point graph will be impossible but working on a single topic and moving on is the best way to conquer a problem.

Step 4 is to build a strong team. Here at Balanced Action Marketing Firm that is just what we do, build individuals to be strong and grow in our business. We encourage our team to take the management role and lead a team to be successful. With our tools and mentors we all see a huge improvement in this area.

Step 5 of a growing business is about the streamlined transaction process. A growing business can be bogged down and cause a negative impact for the client and customers if there is a bottleneck or slow down. We already solved this by using several distribution and retail locations for our clients so they never miss a beat when it comes to the checkout.

Step 6 is all about the competition. We need to keep an eye on them but not get tunnel visioned on them. Once we have our goals set and making moves towards them we don’t need to worry about the others. This applies to our team, friendly competition but we all focus on our individual goals and together the entire team grows leaps and bounds.

Step 7 we have to remember that momentum can shift and outside forces happen. Simple solution for that is to diversify into multiple clients and platforms to take in any account of issues that might pop up. The saying, “don’t put all your eggs into one basket.” Even with the pandemic we only had a little bump in our growth and business after that we came back stronger. The goals of the business and team had kept us all on track during those uncertain times.

Step 8 it is all YOU. Yes the business will be growing because of you and your actions to take control of the situation. In our management program it is all focused on time and business management to prepare the teams to embrace their entrepreneurial spirit and make it happen.

-Brian Holt CEO of Balanced Action Marketing Firm

Balanced Action Marketing Firm Growth

Balanced Action Marketing Firm, Past and Present

 

In the fast paced world of our business it is always great to look back and take note of our accomplishments.

When did our firm start?

Balanced Action Marketing Firm was established in April of 2019 in Rancho Cucamonga, CA. We started as a small team with big goals to expand and grow our business. Upon our launch we had just one platform and one client with the goal of making huge profits for our client to use as a resume piece per say to acquire more clients in a short time.

By the beginning of the third quarter of 2019 we had grown to two platforms and four clients and a larger team. Looking back, the key to our success early on was the set of systems and standards we held ourselves to, this kept it easy for us to duplicate our skill sets with the new team members and still maintain the results for the firm and the clients.

By the end of 2019 our team and business was working like a well oiled machine. We had three platforms to work with for our clients and our client list was now at six. We also started working with a recruiting team to help us find more motivated team members that will be able to help us continue the fast paced growth of our business. Setting goals and planning schedules for the upcoming year and knowing what we can accomplish but still wanting more.

Our second year in business 2020 was a true test of our mentality.

As you know the world basically shut down and there was nothing we and the rest of the world could do. Our team looked at the situation as a snow day for school. We could not go out and make our business work but we could stay in and grow our mentality and keep our skills sharp. We utilized Zoom to have conference calls to go over topics in our business and new strategies. Never stopping at this point and we were ready to get back to work. As a team we really focused on our goals and team time. Spending a day out with the team hiking and not talking about the business but ourselves and what we want in life was a huge reason we came back stronger.

Starting Again

Once we were able to get back on track and back to work we were excited, we were only ‘closed’ for three months. Some businesses are still closed a year later but not us. With our teamwork time and focus on our goals we all had a stronger mentality when it came to the business and our personal goals that used the business to make it happen. We lost some clients and gained some clients during this time, the world was an uncertain time. The big takeaway from our time in the business and quote that really encapsulated the entire time was this, ‘there is not the right time to start but now’. Some of our clients only relied on their online marketing and sales to still be in the public eye and we all know how that will go. Indirect marketing like social media and emails only gets a tiny percentage of clicks that turns into a purchase while what we center our revenue generated side of the business on is Direct Marketing. With Direct Marketing we are able to get more feedback from the consumer and address their questions and concerns that educates them to make a decision to buy with a much higher success rate. Since we use Direct Marketing and the public was going back out into the world we saw a huge increase in revenue and results for our clients and our firm. The year 2020 was a crazy year for us all and we actually ended up doing better overall than the previous year.

Promotions and Expansions

Now we are in the year 2021 and things for us and the rest of the world seem to almost back to normal. We are starting the year strong with a lot of momentum. Adding more clients to our roster, traveling to new markets to run tests and evaluate for the clients and we are rocking it out this year! Even though the 2020 slow down affected the team we still had people on track to complete the management program and be promoted as a new partner. About the same time in the spring Devin and Diego were primed to be promoted and take over a new territory and market to expand our reach for the clients. So in 2019 Balanced Action Marketing Firm started in Rancho Cucamonga, CA and grew steadily. Now with the promotion of Devin he is managing his team and the market in Las Vegas, NV. This is a big deal for our office and a bigger deal for the clients but we didn’t stop there! A month later Diego was promoted and now running the Oklahoma City, OK market. This is a great time for our office and clients since we had a huge rapid expansion in just a short time.

Now in the present time of 2021 fourth quarter what is the plan?

Looking at the partners with their markets and the CA market still growing bigger the plan is to expand and keep on growing. In early 2022 a fourth location will be opened by Brian in the North Dallas, TX area as an extension of the Balanced Action Marketing Firm in CA branch. During this time and after the teams in the programs are still able to hit their goals and become a business owner in a new location and take full control of their future while using this business as support. That is the best part about our business model, everyone is different but all have the common goal of becoming a manager or business owner.

Can’t wait to do another look back on our success in 2026 to see what we have accomplished as a team.

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Car Keys Express

Our newest client and how we make the partnership work!
Car keys, everyone needs them for their car and extras just in case. The client Car Keys Express was working directly with the local auto dealerships and servicing the needs of customers at a very high price. CKE wanted to increase their reach and profits just like any growing business.
How we come into the mix, Balanced Action Marketing Firm has the people skills and Car Keys Express has the inventory and machinery on hand and when we work together we dramatically increase the reach and profits! Now we can use our new client as a part of our business model and it aligns with the needs of the client CKE as well.
How does CKE fit into our management program? 
First we have everyone start fresh as a Client Representative. In this role they work with a seasoned leader to learn the ropes and daily routine when it comes to the client and promoting the services. How do we generate the biggest amount of customer interactions you might ask? We also partnered up with Sams Club to form a trifecta of business and we all profit at this partnership. The members of Sam’s Club win as well since they save hundreds of dollars off the discounted dealership price. Now we are able to increase the amount of inventory moved, increase sales and focus on managing this process as part of our management program. As a Client Representative we aim for a 4-6 week timeframe for that person to apply the tools we give them to be successful and create value at the event and make it a profitable one as well.
The next step is the Campaign Management role, now this person has learned how to be successful when it comes to customer interactions and generating income. Now they will be coaching and training the newer people in the CKE program. Focusing on the income and training will make this person become a strong leader that leads by example. Teamwork is the most important part of this program to make it successful, fun and profitable for all parties.
At this stage in their development the Tech and key cutting training can begin. Learning how to be a locksmith apprentice essentially as we posted in our FaceBook. Once 120 hours is completed they are qualified to cut and program keys on location for the client. Now that this person understands the front end of the business when it comes to direct marketing and the back end of the business in the key cutting process they fully know how this business works. Now the Campaign Manager will be conducting interviews and building a team around their structured skillset, managing inventory, expense logs and audits.
Within 2-3 months from their start this Campaign Manager will have a large part of the responsibility of the CKE van to ensure the business is being a profitable one.
 
What is the next step? Well every business wants to expand and grow right? We just expanded to Nevada with our other clients so how can we expand with CKE? Once a person has proven they can manage the van on location they are able to move into the ownership position of a CKE service van as part of the expansion under the Balanced Action Marketing Firm. This experienced person is now able to start up with any Sam’s Clubs that are available, they can take their business management skills and move to a new location and claim a new territory, build a team for themselves and have a successful future bringing in six figures.
We are looking for motivated individuals to grow into the position and meet the demand from our clients to expand to make it happen in the next couple of months. If you are wanting to grow into a management and business ownership position and this is the future you want for yourself please contact us via email: HR@balancedactionmarketing.com  
Balanced Action Marketing Seattle

Roadtrip

The “Roadtrip” experience with Balanced Action Marketing Firm allows you to develop quickly in the program.

  • A chance for an individual to focus their skill set.
  • Using the marketing systems to create success in a new location.
  • Troubleshooting personal habits and structure for development.
  • Bringing back learned skills to train the team as a team leader.

During this rotation we had two of our team travel up to the Seattle Washington area to manage two campaigns for our clients. Devin with more experience as a Campaign Manager and Diego who is a Client Rep. With the different levels in our company it is a great way to coach and build others by sharing experiences and leading by example. On a roadtrip the individual can focus on themselves fully since they are away from the normal routine in their life, this leads to a huge increase in personal and professional development.

During this trip they were put in the position to run their businesses on their own. Their goal was to create a profitable campaign for the clients and create their own commissions reflective of their performance. Building on previous and current training of the marketing systems to make the business experience worthwhile. Since our Southern California office is part of a larger network of offices they were able to network with another office to gain more experience and know the area better. Meeting up for dinner is the best kind of business meeting out there.

After hours our team had time to take in the sights and enjoy the lovely State of Washington, taking in its abundance of nature and scenic drives. They will have a whale of a tail to share with the rest of the team back home. Road Trips are a great way to gain and share experience to help build and lead a team.

Goals and our business are important since it is the only way to keep yourself on track and growing in this business and in life. Late nights planning the future is the best way to have a successful future. Setting goals, gaining personal and professional development and business management is what we are all about at Balanced Action Marketing Firm.

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Feeding America Riverside

The Balanced Action Marketing team spent some time at Feeding America Riverside to help others in need as volunteers. We were split into groups to maximize our territory and efforts. Sorting the canned and dried food that is donated from food drives and local chain stores an even Costcos. The food comes here and the volunteers like us have to check the dates and containers  to make sure safe and not opened. This takes a long time and this place is only powered by volunteers so they need all the help they can get. The other half of the team was doing the heavy lifting and creating pallets for ship out. These were large cases of peanut butter and beans that were donated directly by the company’s. The food banks and churches in the Inland Empire put in orders to receive the food and then hand out to the local community. We joked about getting the order sheet done in 30 minutes and the staff told us it takes a couple days for 3 people to do it. We completed 1 and a half pages in 3 hours and impressed them, they want us back to help again!
We were successful since we used our teamwork and clear communication skills to stack, count, double check and wrap as we went through each order. Leadership skills in full use here!
Felt good to help others and we had a good team bonding experience as well with this afternoon. We will be heading back with more of the team to get triple the amount of work done next time!
 
Curious about helping Feeding America? Check out their website to help them like us!
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Personal Growth at Balanced Action Marketing Firm

Having true opportunity for growth has been something I\’ve always thrived for.
In my work background I\’ve tried everything from retail, office receptionist, personal assistant, restaurant hostess/server, promotional marketing, financial sales, and more..
I\’ve found that the standard \’9 to 5\’ isn\’t for me. In my experience, I\’m not made to be held back by an hourly wage. I never enjoyed being paid based on my position rather than my work ethics.

I first got involved training as a rep with Balanced Action Marketing Firm in October 2019. With strong mentorship, systems for overall growth, and positive team guidance. It was simple to follow training, and develop my marketing skills in the field.
I am now training a team of my own. Having the opportunity to guide others into well developed managers themselves, is a reward in its own. But I\’m not done working on my own goals.
Taking time to write down my goals allows me to set my own bars. Laying out my goals on paper gives me a better visual on how to best achieve them. In an opportunity like BAMF I\’m free to grow to my full potential. 

-Krystal Diaz, Campaign Manager

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Balanced Charity

Let’s do some charity work and help others but we can’t because of the virus, what can we do? This was a topic for our office during the pandemic and we were running out of available options. Brian wanted to take our energy from Balanced Action Marketing Firm and use it help others. The solution for this problem was working with Sweatcoin; an activity points system app, since the office is active and staying fit this worked out perfectly!
The charity we worked for was a crowd funding event by KaseMe and Sweatcoin to plant thousands of trees in Madagascar. The points from our walking and running would be matched by KaseMe and turned into funding for the project. Most of the users were donating 20-50 points which is great towards the goal, our team at Balanced Action Marketing Firm donated a combined total of 1511.41 points for the good cause! We will still be using the app to stay active and help crowd fund again and we suggest you look into it as well.
 
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Some back story to the office and motivation for this project. Brian is the founder and President of Balanced Action Marketing Firm and he is a plant collector and hobbyist along with being an avid hiker. Sharing his passion with the rest of the office by taking them on several hikes and staying active this was a great team building experience and exercise. Check out our Instagram and Facebook to see our hikes!
 
Thanks for checking out what we have been up to, if you want to join our team contact us!
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