A three-step framework for setting and achieving annual goals

Executive overview

Most people fail to hit their goals because they set them too short-sightedly and skip the compounding work that precedes explosive results. The fix is a three-part annual exercise: reflect honestly on the year, set goals on a three-to-five year horizon, and understand which phase of your growth cycle you are actually in.

Your number-one bottleneck is almost always the thing you most resist doing.

Reflection: what worked and what didn't

  • Write down wins from the year — closed clients, pushed-through projects, personal milestones.
  • Use those wins as fuel when motivation dips; they prove you can execute.
  • Identify what you did not accomplish and ask why — specifically what was in your control.
  • Accountability over blame: if something is attributable to you, it is also fixable.
  • Spend two to three hours on this, not thirty minutes. Do it every quarter, not just year-end.

Goal setting: think in three-to-five year cycles

  • One-year goals are too short to inspire ambitious thinking; three years opens room to dream bigger.
  • List what you want your life to look like — income, relationships, location, lifestyle — across that horizon.
  • Goals should make you nervous. If they don't, they are not ambitious enough.
  • A goal is something you want but don't yet know exactly how to achieve. That gap is the point.
  • After listing goals, ask: what is the one thing I can do right now that unlocks all the others?
  • That one constraint is almost always the thing you have been resisting most.
  • Act on it within a week of identifying it — delay kills momentum.

The three phases of every growth cycle

Growth in any domain — copywriting, fitness, a product, a business — follows the same three-phase pattern, typically spanning about three years.

Phase 1 — Clarity (beginner)

  • Focus: product-market fit, skill identification, understanding what is required of you.
  • Do not worry about money or scaling here; this phase is about building the foundation.
  • Common mistake: achieving clarity and then jumping to something new before extracting any results.
  • End of phase one = you have something solidified and know what you are doing.

Phase 2 — Optimise (intermediate)

  • Focus: refine the process, improve quality, build reputation.
  • Reduce waste: fewer emails to land a client, better referral systems, stronger positioning.
  • Do not try to scale yet. Premature scaling is the biggest mistake at this stage.
  • Use this phase to raise the quality of your service until you are genuinely proud of it.

Phase 3 — Accelerate (advanced)

  • This is when compounding kicks in: growth becomes non-linear.
  • Most people quit just before this phase because they lose focus or take their foot off the gas.
  • Ride the wave: compound interest requires consistent effort to sustain, not relaxation.
  • A realistic trajectory for copywriters: year one at 2K/month, year two at 7K, year three at 25K+.

Applying the phases to your goals

  • Identify which phase you are currently in before setting income or growth targets.
  • Phase one: prioritise skill development, relationships, and results — not revenue.
  • Phase two: fire low-leverage clients; optimise for quality and positioning.
  • Phase three: keep pressure on, do not slow down when momentum builds.
  • If a 25K/month goal feels distant and you are at 2K, accept that phases one and two may take a year or more each.
  • Understanding the phase removes impatience: you know exactly what the current stage demands.

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