Every business hits a wall. Sales stall, customer needs shift, and operations get clunky. The worst thing you can do is ignore it. The best thing? Pivot—intentionally.

Here’s how.

P – Pinpoint the Problem

Don’t guess. Look at:

  • Declining revenue
  • Missed targets
  • Internal bottlenecks

Use three lenses:

  • Internal Operations: Are your systems outdated? Team misaligned?
  • Customer Needs: Have expectations changed? What are they complaining about?
  • Market Shifts: New competitors? Trends you missed?

Run a workflow audit, collect customer feedback, and analyze your place in the market. Then write it down:

“The problem is [X], driven by [Y]. Here’s our next step.”

I – Investigate Key Areas

Focus on three zones:

  • Target Market: Are you still serving the right people?
  • Revenue Streams: What’s profitable? What’s dragging you down?
  • Operations: What’s wasting time or money?

Use tools like:

  • SWOT analysis
  • Google Analytics
  • Customer interviews
  • Cost audits

Assign each area to someone on your team. Pull the findings into one report. Then act on the top priorities.

V – Visualize New Goals

Forget vague plans. Get specific using SMART or FAST frameworks:

SMART Goals:

  • Specific: “Grow email sales by 20%.”
  • Measurable: “Track clicks and conversions.”
  • Achievable: “Using our current tools.”
  • Relevant: “Supports our off-season push.”
  • Time-bound: “By the end of Q2.”

FAST Goals:

  • Frequent: Review progress weekly.
  • Ambitious: Push the limits a bit.
  • Specific: “Launch two new packages by Feb 15.”
  • Transparent: Share goals with your whole team.

Let the short-term goals solve today’s pain. Let the long-term goals shape your future.

O – Optimize for Change

Here’s the key: don’t go all-in yet. Start small.

  • Test: Pilot a new offer, A/B test a price, tweak your website.
  • Track: Use KPIs like revenue per customer or bounce rates.
  • Tweak: Review what worked, what flopped—and adjust.

Then scale.

Use tools like:

  • Google Analytics
  • Survey feedback
  • CRM dashboards
  • Project management tools (Trello, Asana)

T – Transform Continuously

You don’t pivot once. You pivot as needed.

  • Keep listening to your team.
  • Keep watching your data.
  • Keep checking if your work still aligns with your goals.

Your job is to stay flexible, not perfect. The businesses that adapt fastest survive longest.

Let’s Talk

If you’re a business owner trying to navigate change, this framework is for you.

I teach this to entrepreneurs, teams, and organizations that are ready to rethink what’s not working.

Let’s figure out your next move.