full

full
Published on:

9th May 2025

The 4-Step Formula I Use to Win Any Goal (MSP Sales Included)

In this episode, I’m sharing the exact 4-step formula I’ve used to hit every meaningful goal I’ve ever set—personally and professionally.

From relationships to business to building MSP Sales Partners, this process has helped me win again and again.

If you’re in the MSP space and want to achieve big things, this is for you.

//

Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.

About Ray:

→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.

→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.

→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com

→ Current Sales & Sales Management Expert in Residence at the world’s largest IT business mastermind.

→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com

//

Follow Ray on:

YouTube | LinkedIn | Facebook | Twitter | Instagram

Transcript
::

Speaker 1

All right, this is going to sound potentially egotistical, but give me a few minutes and hopefully I'll be able to show you that I'm not a complete egomaniac. There is nothing, and I mean nothing that I have ever set my sights on and gone after in life, in business, in school, whatever it is, and not acquired it. Nothing.

::

Speaker 1

And I thought about it a lot before I sat down and recorded this video. So there's got to be some exceptions, like things that I really, really wanted to go after. And you know, that I, that I set my sights on when after and was just unsuccessful. And the reality is like, there isn't none that I can think of.

::

Speaker 1

There's a reason for it. And it's not because I'm, I'm smarter or I'm better or anything like that. There's actually a reason for that. And what I want to do is to share what I believe that reason is, so that you can go get basically everything that you want out of life, or out of business, or out of your relationships.

::

Speaker 1

Okay. So my first one is I could give you a handful of examples. So, you know, I'm not completely full of shit like the kind of context that I'm talking about. All right. And the first example I'll give you is actually is my wife. Now, I don't I don't know about you, but I if you've ever had that one person, right, that you met and you fell in love with and they in your eyes, they were perfect in every way, right?

::

Speaker 1

Like they were insanely attractive. They were they they made you laugh. They were fun to hang out with. They shared common things that, like nobody else, really shared. And for whatever reason, it didn't pan out. Right. Like, you know, they love somebody else. You found yourself liking them in the friendzone forever. Geography. You know, life just took you different, different paths, whatever it is.

::

Speaker 1

In my case, I found that person and frankly, she didn't she didn't feel the exact same way about me right away. And we were great friends. And you know, we did hang out. We did go drink. We actually lived in the same apartment complex, like we had a ton in common. But her, it wasn't necessarily love at first sight.

::

Speaker 1

In fact, it wasn't for a while. Like it was actually, it was like five years that we were that we hung out, that we were friends, that I relentlessly pursued. Not like, not necessarily like an obsessive way, but that I, that I was there, that I was consistent, that I, I said, I am in love with this person.

::

Speaker 1

And now we've been married, you know, happily for for ten years. We have two incredible kids and we have a life of of my dreams. Right. Like better than either one of us could have necessarily thought of. It wasn't easy. Like, it wasn't like, you know, hey, two people just immediately fell in love. Like it was a I want that woman.

::

Speaker 1

I want that girl like that is the one for me. And by God, I am going to get her. And by God, I did. All right. This is one example. Second example is I moved to Dallas and I was, I think I was 20, 22, 23 years old. And when I moved to Dallas, I went on to the SMU Southern Methodist University campus.

::

Speaker 1

And I remember walking and walking around that campus and seeing it and going, Holy shit, like, this is awesome. And then doing a little bit of research and realizing like, this is a this is a solid school. It's like pretty prestigious in the in the area, you know, private school this and that. And I said, I'm going to get my master's here, I'm going to get a graduate degree from SMU.

::

Speaker 1

Now it seems like I'm not a huge goal, but what you don't know is that when I went there, I barely had a high school education. I had I passed, you know, the California high school proficiency exam, basically test it out at a high school. I had, you know, a couple probably failed college, you know, classes on my, on my junior college transcript that I, that I bombed and basically threw the transcript away and pretended that didn't ever happen.

::

Speaker 1

So when I went on to the campus of SMU and said, I'm going to get my masters here, it wasn't low hanging for like it wasn't going to be super easy. I still had a quite a few steps before I got there, and frankly, I didn't have any money, right? Like I was. I was living on my own, my family that didn't have money.

::

Speaker 1

And so, you know, where I was, I going to get, you know, 100 plus grand to, to get a college education. Fast forward graduated Cox Business School, from SMU, with an executive MBA and graduated Beta Gamma Sigma, which is reserved for the top 20% of students at the top 5% of schools, something like that.

::

Speaker 1

So set my sights on target. I went after it. Got it. Another example was also when I moved to Texas. I said, you know what? I am passionate about politics and I want to get into I want to get into politics. And I don't I don't know that I can, but I, I, I loved it, I loved policy, I loved the debate, I loved everything about national politics at the time.

::

Speaker 1

And I wanted to get into it. And I'm living in Dallas. I don't have any political experience. I don't have a college degree. I was I just told you, I don't have any connections. I don't have, you know, the background, like, you know, your political family. That's going to give me some. But how the hell did that happen?

::

Speaker 1

Well, I found an entry level job at the the U.S. Chamber of Commerce, and I went and did that. By the way, I didn't know shit about sales either. Almost, almost didn't get the job because I failed the interviews so poorly. But I was able to talk politics enough to at least get a shot and, got my foot in the door.

::

Speaker 1

Through a series of promotions, I think like seven promotions in ten years. I was at the chamber for for ten years and left as a managing director of National Small and Mid-sized Business. So I saw the entire national, you know, the contact center, small business fundraising, national sales team, customer service, small business operations, the digital sales, the direct mail, you know, and had four, four people, when I left and ended up raising my, me and my teams, more than $100 million in political fundraising.

::

Speaker 1

So set my sights on something when probably you almost certainly wasn't qualified to get that thing and got it when I was leaving the chamber at that point. So I went in. I conquered that beast, and I was like, all right, man, like, this is, this is great. My next goal was to get into private equity. And my but most of my friends, most of the most of the people in my network were like, hey, listen, like your early 30s, man.

::

Speaker 1

Like, if you want to get into private equity, you know, it would have been easier to rewind the clock and basically go in and, you know, start as an associate at, you know, an investment bank and then kind of work up in the snap. I was told it was kind of like insiders network. I was told it was, you know, getting your foot in the door later and, you know, within private equity, was was pretty difficult.

::

Speaker 1

So I took that challenge and I, I turned networking into like a full time job. Right. And I just started cold calling people, cold emailing people. I was having breakfast and lunch virtually every single day, buying coffees, buying lunches, just trying to meet people, just trying to introduce myself, just put myself out there. Every time I left one, one meeting, I'd ask for, you know, a couple other people that I could reach out to and just, like, consistently put myself out there and did everything that I could to immerse myself and integrate myself into the space, I learned about entrepreneurship through acquisition.

::

Speaker 1

You know, like search funds. Nearly started a search fund and started networking within within that group. And after about 2 or 3 years of doing this really consistently and just going at it like hard in the paint, I got my first CEO job, with a private equity group, and I was able to go in and help them modernize like an older, older sales model that fit some of my sales background.

::

Speaker 1

It was my foot in the door to, private equity. Since then, I've worked with handfuls of, you know, investor groups and small family offices and other, shops to, to help them, you know, fix their sales models to snap. So, you know, just another example of, hey, I want to go into that thing. I want to do that thing, and I'm just going to fucking obsess like I'm going to go after it and acquire that target.

::

Speaker 1

Right. And then the last one and I'll share here is just, you know, it's if you don't know about our, our background, you know, my family and I, we, we live in Cabo full time. And this was another like, hey, you know what we've gone through this season. We've gone through the season now. My wife and I, we were ready to start something new.

::

Speaker 1

We weren't even exactly sure what it was like. This wasn't a completely plotted out thing, but we said, want to leave corporate? Want to be remote? Don't want to be too far from from family. And we definitely want to be buy beaches and oceans and, you know, something, something fun, right? We vacationed down to to Baja and, you know, we we looked at each other before we left and we said, hey, you know what?

::

Speaker 1

We should just do this full time. And we went back to Dallas and within 30 days we had put our stuff in storage, leased our house out, turned in our car leases, and headed back down to Baja. And at that time, my no job, I had no no income. We had some savings, I had some runway.

::

Speaker 1

It wasn't like I was like, you know. Right. You know, we had some some runway. But I had no, no idea how I was going to make it work. Like, I didn't like it wasn't a well thought out plan. And, hey, I'll get down there and then I'll work with so-and-so, and I'll do this and this. It was like, you know what I'm going to do?

::

Speaker 1

I'm going to go down there in in cases. I don't necessarily recommend this for everybody, but we basically burnt the bridges. You know, we said, fuck it, you got to figure it out, you know. And I've gone through so many different versions of, you know, working on Upwork and freelancing and then doing, you know, some consulting and then, you know, coaching and then building up a coaching business and then, you know, doing some other online stuff, and then now building mssp sales partners, like an actual actual business that we're going to be scaling up.

::

Speaker 1

And so I've gone through these different iterations, but by almost all measures, you know, we've done that successfully, right? Like, and we've generated several million dollars in online sales. That builds, you know, at least, you know, a small brand that's capable of, you know, helping me sustain and get sales and, do stuff I like, like creating content like this.

::

Speaker 1

Those are just a handful of examples, things that I look at, and I go, shit, every time that I set my sights on something and I say, that is something that I truly want, right? And I lock in and pursue it. I can't think of a single time, not one that I have been unsuccessful in acquiring that and that span.

::

Speaker 1

Just an example of giving it that span through relationships, that span through school and span through business. And now it's actually it's so consistent at this point in my life. Now, when I look at something and I go, all right, is that is this? Yeah, I'm going to do it my confidence level and I'm going to that. I'm going to get it.

::

Speaker 1

It's it's through the roof. Like there's no question in my mind like there's zero question I'm going to it's just a matter of time. Like it may not be the easy road because by the way, none of those things were easy, right. Like it was it was five years with my wife that we were that we were friends and we did friend dating.

::

Speaker 1

And, you know, I watched her move away, with, with other guys. I had read one point, but target acquired and mission accomplished, right. Same thing with with school, right. Like I had to go online, work full time. You know, while I was going to school full time, I had to get my undergrad degree.

::

Speaker 1

I had to then work my ass off to, you know, show at some you like because you're supposed to have, you know, these certain credentials before you went into, you know, to get your masters. Yeah. I had tried to earn my way in there, and it took it took years. It took a shitload of work. Same thing with politics, right?

::

Speaker 1

Like when I wanted to go into politics, it wasn't like, hey, you know, like, here you go. Like, now you have a ton of influence in politics. It was started an entry level role. Get my first promotion, become a supervisor. Become a manager. Become, you know, a VP and a director and a managing director and take more and more responsibilities and learn things along the way.

::

Speaker 1

I get private equity. Took years of networking and, you know, to kind of figure things out and meet new people. And putting myself out there and being really uncomfortable. Been you're living in Cabo, I will tell you. Like where we lived, like first, first two years. I questioned it every single day. I sat there for like, am I nuts?

::

Speaker 1

Like, I can literally just go back to the States tomorrow and earn five times as much money if I wanted to. But I was determined, right? Like I had a goal. And when I reflected on this, I thought a lot about it because I'm something I want to impart with my kids, right? Like my boys are like, okay, how do you do this?

::

Speaker 1

Like, why are you why are you successful whenever you choose to be successful? Like, what is that? Now I will say this like I'm like, I tell people this all the time. I'm like, right, there's there's there's no doubt in my mind. I think anybody who has any degree of, you know, success. Like if you say there's no luck involved, like I think that's just a little bit crazy, like Warren Buffett even says, like, hey, he won the yeah, I forgot when he called it the fertility lottery or something.

::

Speaker 1

Like, he could have been born in a different country or at a different time and would have got a completely different outcome. So like, I think I'm, I think I'm lucky to hear it. But when you repeat it, it's like when it's consistent, so consistent that you get something in your head and you're like, there's no chance I'm not going to get that thing.

::

Speaker 1

What is that? As much thought as I've given this, I think it comes down to basically four things. And the first one is just having the courage to actually have a dream. There are so many people that I think go through life and lower the bar and keep a low standard because they're they're afraid of not accomplishing it.

::

Speaker 1

And the feeling that is going to accompany that. Right. Like the feeling that's going to be associated with failure. And so the you know what the easier thing is, is like, be small, don't dream, don't dream big, don't think you can do better. And it takes courage to dream. It takes courage to see something that other people have and go, I want that, and I can have that.

::

Speaker 1

And I dream of having that. Like I can envision myself having that very that like, you see somebody with the money or the girl or the schooling or the whatever it is, you can you can very quickly make excuses why that could never be, well, that's not going. And, you know, I maybe I don't even really want it to be me.

::

Speaker 1

Like, I know I don't want that. So that's not for me either. And that's like the easy road. Like it takes courage to say, I don't have that, and I want that. And I'm going to figure out how to get that thing right. So I think the first thing is just having the courage to have a dream to begin with, let alone a really big dream.

::

Speaker 1

Right? Especially if it's a dream that you look around your immediate circle and it's something that no one has. And then on top of that, they're all going to talk you out of it like, oh no, that's that's crazy. Like you don't have any college education like you don't, you don't have any money. You're not going to be like no one.

::

Speaker 1

Like if you rewind the clock, you know, 30 years of my life, I don't think anybody was thinking, hey, you know what? You're the guy that's going to end up with the girl and, you know, living in Cabo and having your own business and, you know, masters and, you know, honors at better goods. Like, it wasn't like, I'll spare you the story, but I wasn't set up for for all of this.

::

Speaker 1

Right. So having a dream took some balls because there were people along the way that say, dude, stay small. Stay small. Like, no, like, let's be realistic. Like, come on. Like, keep it in perspective. You know, like, those are the things that you hear and if you have the courage to dream. Step one. Step two is being crazy enough to actually believe that dream.

::

Speaker 1

It's one thing to have a dream, right? Which I which which does take courage to say like, I, I really want that car. It's another thing like the second layer of this is believing that you can get that thing. Make no mistake. Like it takes a little bit of craziness. Like to think, The odds seem stacked against me.

::

Speaker 1

Like it's, you know, like, I don't know that I was necessarily I have all the advantages that maybe some other people had that have what I want today. But you know what? I can do that. And I will do that. And that's like that is inevitable, right? Like when I look at it and I say, yeah, that's my dream.

::

Speaker 1

And I actually literally believe that I can achieve it, that I can have that thing. And one takes courage. And then the other one takes, I think, just a tad bit being a little crazy, like I'm going to every time it's like somebody says like, that's that's not going to happen, man. Or you face the resistance. So the golden has a concept called the dip, right?

::

Speaker 1

I have a video on it. You can you can probably click on it in this video or in the description. And it's called the dip. Right. And it's the part where you get the dream and then you start working towards and at first you're like, hey, this is going to be fun. This is cool. And then like, reality smacks you in the face and like, oh no, you want a grad degree from from SMU.

::

Speaker 1

Okay. Well first, like you're hopefully you're going to pony up 120 grand. Then you have like these eight steps that need to happen in between where you are now and where that thing is. And all of them are going to be hard, and you're going to get faced with resistance the entire way. Right now, you want to get into private equity.

::

Speaker 1

Cool. It's not going to be just a phone call, right? Like you are going to have to put yourself out there. You're going to have to try new things. You're going to have to invest some money. You got to invest a shitload of time. You're going to have to, you know, take some insults. You're going to have to overcome.

::

Speaker 1

Like there's all these things that happen. So being crazy, you have to believe it. I think a second and then the third thing is obsessively pursuing it when I get something locked in, in, in my mind that I want that I'm going to do, I get obsessed, don't get me wrong. Like, it's not like creepy guy with with my wife.

::

Speaker 1

I wasn't, like, obsessively stalking her, but like, we were good friends and, you know, we spent good time together. It was not something that was, like, fleeting, right? It wasn't like, oh, well, you know, okay, I guess I didn't. I guess I didn't get that. I'm going. I've got to move on and, you know, quit and give up something else.

::

Speaker 1

Like, now fuck that now. Real talk. I'm level one autistic, right. Like switch. And what that means is I can lock in on something and I can get hyper focused. Right. So it's like I can get so focused on despite my ADHD and everything else. Because when I'm, when I'm when I've got something in my mind, I'm going after it and I'm going to get it now, it doesn't mean I can't do some other stuff along the way, but I never lose sight of that thing that I want in my pursuit of it is with as much energy as I can bring to bear, and I think that's part of what pushes through that dip.

::

Speaker 1

Right. Like the concept that Golden has, you know, that that piece where like you're going to get faced with resistance and you know what? Almost everybody else is going to quit. Almost everybody else is going to give up. Almost everybody else is going to abandon ship. If you really believe that dream that you have and you obsess over going after it, you push straight through that, you push straight through the dip and you come out on the other side.

::

Speaker 1

The fourth thing that I would say is just relentless execution until it happens without giving up, taking the option of quitting just off the table, right when you take it off the table and you say, that's my dream, I believe that I can have it, I'm going to obsess over it, and I'm going to relentlessly execute until I get it, because there is no other option.

::

Speaker 1

Like, if you do those things, I promise you, you will get what you want in life. If you if you have the courage to create the dream and say, this is what I want, and that's okay, right? And it's okay if no one around me like believes that it's possible. I don't give a shit, I do. I have the dream.

::

Speaker 1

I believe it's possible I'm going to obsess like a madman over it. Like, what do I need to figure out to get there? What do I need to learn to get there? What knowledge or skillset or connections or resources or whatever it is? Do I need to acquire in order to get the thing that I want, and then do that until you get it without actually ever quitting?

::

Speaker 1

And if you do those things, you will look back over the long haul and you will go shit! Like, there's really nothing that I've said, I want it, I believe I can have it, and I'm going to go after it that I haven't gotten. Because the reality is, if you follow that formula, there is no other option. Like you are going to go after it.

::

Speaker 1

So I've thought a lot about this and I just wanted to share. And again, it's not to look at this in an egotistical way and say, hey, I get everything I want. It's to look at this in a development way, in a personal growth way and say, hey, you know, I consistently get the things that I really want.

::

Speaker 1

How can I reverse engineer that so that I can share it with someone else? Because it's a really damn good feeling when the next dream comes and you go, And you know, in your heart of hearts, I'm gonna get it like, because if I don't, it's because I didn't believe that I could do it. I didn't obsess over it.

::

Speaker 1

Like I didn't actually go do the work that was necessary to make it happen, or I gave up. And that's been really enlightening to me. Right. Like to to realize that. So I know there's been some value in sharing that with you. If it has, feel free to follow along, subscribe to the channel, check out our email list below and we'll see you in the next one.

::

Unknown

Adios for the love!

Show artwork for Repeatable Revenue

About the Podcast

Repeatable Revenue
A podcast for MSPs and B2B business owners who want to scale sales.

Repeatable Revenue is hosted by Ray J. Green, an investor, entrepreneur, and strategic growth advisor to MSPs and B2B businesses. He's led national small business for the U.S. Chamber of Commerce, run turnarounds as a CEO for private equity groups, and advised 100s of MSPs and B2B businesses on how to build sales teams and scale sales from Cabo, where he now lives with his family.

This podcast is a collection of interviews, lessons learned, and other infotainment to help you build your business... and the best version of yourself.