We're closing out January with a bang—and a whiteboard marker—as we round up our favourite tools for strategy and planning. From digital whiteboards to the unavoidable CRM groan, we're getting real about the tech we love, the tools we tolerate, and the dashboards that make us feel like data wizards. There's talk of Notion (if you can stay disciplined), the mighty Power BI, and a nod to Trello and Asana. We also get a bit deep on risk matrices, reclaiming downtime, and whether the weather is just gaslighting us. If your strategy plan includes "panic and wing it," this one’s for you.

In this episode, we take a brisk stroll through sales team design—yes, really. After Andy kicks things off with a heroic tale of impeccable event planning marred only by the tragic absence of, well, everything he needed, we dive headfirst into the serious business of sales strategy.

We unpack why structure and clarity matter more than ever when it comes to setting your sales team up for success. From aligning roles with business goals, to building for collaboration over competition, to the underrated power of subject matter experts—you'll get insight, humour, and just enough vulnerability to remind you we're all just trying not to leave our laptop on a plane.

If you're leading a sales org, building a team, or wondering why your best people keep burning out, this one’s for you.

Let’s be honest—forecasting and budgeting rarely top anyone’s list of thrilling business topics. But in this episode, we do our level best to prove they can be surprisingly engaging... or at least slightly less soul-crushing.

We dig into what forecasting actually means, why budgets matter even when they feel like guesswork in a spreadsheet, and how misaligned expectations between finance and sales can turn your well-laid plans into a finger-pointing circus. With tales of procurement purgatory and hot takes on top-down forecasting vs. zero-based planning, we reflect on how to make your strategy stick, and your forecast work with your team, not against them.

If you're feeling behind on planning for the year, or just want a little therapy session on how to survive Q1 with your sanity intact—this one’s for you.