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The February 15th turn buoy is here, and what a first 45 days of 2026 it has been. Claude code, Molt Bot, AI agents bidding for humans to work them, and the Seahawks won a Super Bowl out of nowhere!
I have spent the last 15 months helping Eric Narcisco launch Tracker, a computer vision company focused on increasing the NOI for large apartment and single-family property owners and managers. It has been interesting to meet with over 150 companies that oversee more than 10,000 units and learn how much impact AI is having on their work lives so far. The quick answer is not much, but when you look just a little behind the curtain, you can see some big structural changes are proving out their commercial viability and will show up in 2026. What is driving these changes? A massive need for increasing the NOI of a property as interest rates remain high, and the ability to raise rents has stalled as much as the Patriots' offense in Super Bowl 60! Multi-Family CRE is no different from almost any other category of CRE these days, and let's not even begin to talk about legacy SaaS companies, extra spending is out, and making more with less is in. Which is where this crazy photo comes from. We were talking with someone about all the layoffs and the lack of hiring of young people in mature industries, and I said, "It's like corporate America is playing a big game of Jenga, how many people can we lay off and still have this company standing?" It is awkward but true, especially when so many companies are PE-backed, and the C-suite is focused on a less than 7-year sprint to hit the next valuation mark. But here is the twist: the image may not show it clearly, but my prompt was to show that while the pieces are falling out of the buildings, the soil is soft and very fertile ground for the pieces to start regenerating their own stacks of success. Is this going to work at scale? I am not sure, but Clay Shirky gave a famous TED Talk 20 years ago in which he stated that coordination costs are plummeting, which can create a generation of lost workers and also generate generations of highly productive cohorts. Here is the video: Clay Shirky Institutions vs Online Collaboration It's your move, follow the post-industrial revolution of London in the 1830's generation that lived it out drinking gin at 10 am, or adapt to the new frameworks and find a way to grow with others in the new paradigm. At Tracker, we aim to improve the lives of boots-on-the-ground leasing agents and facilities management teams every day, which in turn benefits residents and ultimately impacts the bottom line for the owner. Getting back to the Jenga image, we are a part of that AI-induced soil that should empower more usage and overall growth for the property management industry. So maybe it's time to not wait to get pushed out but rather build a parachute and take the leap and start building with the new tools. Ping me with any questions or comments, and I will check back in around April 1st. These are amazing times. Drew p.s. I have seen an uptick in college grads looking for help with job searches. Feel free to send anyone to www.drewsanders.com/courses/, where I have a few white papers about how to navigate this pivot from learning to doing. When they complete the questions at the end of the white paper, I will meet with them for 30 minutes for free to go through their answers.
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Standing at the edge of a new year, my hope and message for my friends is that: You can do IT, with IT being almost anything within reason, WHEN you stay as flexible as possible to collaborating with others, and importantly, the tools others are creating. Allocating time for learning new things can be a challenge while you are focused on paying the bills with the tools that are currently working. I get it, but the world isn't spending billions on computing power just so I can make a cool image like the one above. The old hammer and nail are going to be turning into a nail gun in thousands of commercial settings in the coming years, which is going to improve the financial statements of companies with strong competitive advantages and require the knowledge workers of the world to constantly adapt to the new tools. I will aim to share what examples of real progress have been achieved in my 8 Branches & Roots newsletter posts of 2026 and will always be curious what you are noticing as well. The wisdom of the crowd phenomenon could be very accretive in 2026, so let's keep hitting the share button. My good friend and sculptor Mario Chiodo likes to say that when you are creating, you are not destroying, so start small with some folk art, or turn some lyrics into a song, but keep adapting and keep building. Maybe Saturday Morning is your "What is new hour", maybe Sunday at 4pm? Whenever, try to carve out a little time. We leave you with our own compilation of my lyrics and Suno's musical chops for a fun song called "Try-Hard, The Sanders Way." Click below for some fun tunes! https://suno.com/s/UySkR3MQ5gmTZdbn No AI, just a killer sunset!
We know you can do it! Drew I wrote "Finding Big Mo" 10 years ago and have always enjoyed sharing it with my golfing pals, now in 2025 Google Notebook allows me to turn the story into a 7-minute video with amazing graphics. I'm so pleased to share this and hope it adds to the conversation on a couple of levels. One, play better golf, two write more and then use the new tools to help you inspire others through any medium possible. The calendar flips from September to October, and suddenly, it's not just a date change, it’s a mental one. The easy flow of summer, full of listening to people outside my usual circles, narrows. My summer was a gift: engaging with different people in amazing settings, from world-class thinkers at conferences like the All-In Summit to quiet conversations with friends by the campfire. I have been struggling to consolidate those threads into a coherent narrative that could be of use to my community of friends like you. As we head into this pre-winter sprint, the core message is that we are all in this together. Our job is to find the courage to step up and make the contribution we can make. Holding Two Things in Our Head I’ve been consolidating a critical idea over the past few weeks, and it’s about how we move forward without burning out. It takes the ability to hold two thoughts at once:
This isn’t a paradox. It’s the recipe for forward motion powered by purpose, not by anxious energy. That anxious striving, the stuff that drains your precious fuel, comes from feeling like you’re not enough. True growth is fueled by that peaceful self-acceptance. Knowing you're enough gives you the space to look for where you can be more. The ability to do this allows you to move forward with purpose and not with anxious energy, which ends up draining you of precious fuel. Does this resonate at all? What’s In the Bottom of Your Boat? In a recent conversation about leading yourself, my daughter Brooke and I revisited a foundational family image: the boat. Specifically, what do you put at the very bottom to create a deep, heavy, and steady keel? What steadies you when the water gets choppy? We landed on faith, courage, and duty. Those are the essentials that create a strong sense of self and commitment when the world feels volatile. This image emerged from what we called the Boat Talk with Ryan and Brooke. When they turned ten, I told them they were going to go on great adventures, and Sara and I were going to spend the next eight years building them their own imaginary boat. Most importantly, they were the captain when we were in their boat! The real message was about agency: they would be in charge of their own lives and their dreams. We’d be in our own boat, and we were jointly part of a fleet. It worked. At the dinner, the night before he left for college, Ryan even mentioned in the prayer that he was ready to get in his boat and start his adventures. I cried. This scaffolding, this feeling of being ready for adventure, is what allows them, and us, to set high standards while still knowing we’re enough. It helps us connect to a cause and find the immense bonding that comes from working through difficulties with others. The Choppy Waters of Change Many times, in 2025, the amount of change, its pace, and its manner have shaken people. I have witnessed great despair tied to gun violence, and how we are grappling with how we communicate anger as a society; it can make you sad and mad. This is where courage matters. As writer Peggy Noonan has recently observed in her columns, those who are the responsible parties, which is to say, all of us who seek to contribute, must invest in our ability to have courage and not let despair dominate our thoughts. When you are shaken, you turn to that deep keel. This challenge is showing up in business, too. My observation, validated by people like Chamath Palihapitiya on a recent Allin Podcast, is that many mature industries, especially those run by Private Equity firms, do not have the right incentives to use AI in a truly transformational way. Which begs the question: How long is it going to take for some of these mature industries to really take advantage of the power of the new tools? The bigger the organization, the more they talk about using the new tools, but the less likely they are to actually implement them. It feels like the roles people have at these companies are rigid, almost like a bus route that can't change on its own. New processes and paths are treated like a virus. This tension is real: the need from the top to say you are using the new tools versus the challenge for the people delivering the solution every day. Can you trust the new tech? Is it commercially ready? The companies that have been formed in the last two years, however, do have significant advantages in being AI natives, and not having to get rid of legacy systems could be a big deal. Our Best Contribution Could Be with Our Family If our geography can be a type of fate, and if our culture serves as a form of destiny, then family can be the crucible where both are formed. So, as we head into this pre-holiday season, let's leverage our strong sense of self, purpose, and commitment to listen to where others are coming from and seek a broader alignment. Let's use our gifts to help others and have the courage to take action in the face of change. Thanks for your friendship and readership, Drew My word of the year for 2025 is Scale, as I thought I would be focused on scaling a few companies, and that has turned out to be the case. Strategy and Go To Market Motions are my focus, and I have spent quite a bit of time on structure and scaffolding so that almost any company that wanted to scale could pull my work off the shelf and start customizing what they want and be well down the path to success. In the worlds that I create, how a company uses each season of the year has been important, and how they use each day of the week matters as well. Next Monday, August 18th, starts a very important 90-day season for most companies, which is what we call the Fast Fall Finish. This is the period where companies come to grips with what is working and what didn’t work and have to decide how they are going to allocate budgets and plans for the following year. I would like to know how you are looking at this period in your business and what you are thinking about for next year? It doesn’t have to be a long answer, but, if possible, I would like to poll my readers on how much change they think is actually going to occur as we head into 2026. I have a hypothesis that with all the change going on around us these past 5 years, many people have a bit of change fatigue. We have been conditioned in the last 24 months that almost every 6 weeks, something new will come out of a hyperscaler that will make such a difference that allocating major funds to something new seems like the wrong thing to do. The Rube Goldberg machine image I keep coming up with in my head is of all these gerrymandered pipes going in crazy directions, and no one dares make a change. The flow inside the pipes is getting more efficient, thanks to the personal productivity enabled by AI tools. But in the next 18 months, I believe we are going to see companies start changing pipes, or buying new machines altogether, and there will be lots of old pipes lying around the factory floor as we go from Rube Goldberg machines of old to the Flux Capacitor from Back to the Future. I am in the flux capacitor business, and my plan for the next 90 days is to meet with every company that we met with this year and listen to what type of change they think they can stomach for 2026. I expect a ton of indecision and caution but also know that the pressure to use some of these new tools for more than personal productivity is massive. From the CEO on down, the question remains: HOW ARE YOU USING THE NEW TOOLS TO RUN A BETTER BUSINESS? If I can’t get in front of a company in the next 90 days, then my offerings are not important enough for them relative to the other issues they are facing, and that goes for you as well. So, bring on the fall, bring on football, and bring on the meetings where we listen and hopefully have rigorous dialogue on how to have a great 2026 together. Thanks for your readership and friendship, Drew p.s. Please do share what your top priority is for the Fall. We hope you are finishing up the first half of 2025 with a ton of momentum and are going to be able to enjoy some of the longer days and warm nights this summer. Our weekly cadence of strategy and enterprise sales meetings affords us a unique window into the world, and we attempt to share our observations with you in an effort to increase our joint learnings of "what have we learned and what does it mean"? What is the lead story for business right now?
What else?
Cable TV anyone?? What to do?
Final Thought With the nest pretty empty and Sara playing more Legends Tour events, we are all on lots of planes and trains moving around the country. What do I notice? Kindness, people being really kind to each other throughout airports, rental car shuttles, and hotel lobbies. We all seem to be connected to devices that show us videos of crazy things, but in the normal day-to-day, people help each other all the time, and we hope you see it too. It won't go viral, but kindness and courtesy are wonderful currencies for solid communities, so as we celebrate the 4th of July this Friday, we hope you get a chance to say: God Bless America! Thanks for friendship and readership. Drew p.s. In the last year I co-founded a business called Tracker that allows you to scan the inside of your home using their phone, we sell it to large property owners, but for the rest of 2025 it is free to use at the app store. Give it a try if want to see how we are using new technology to help tenants and owners keep track of the condition of their assets. www.mytracker.ai We can hear you asking, “What is Sanders talking about now??” What cliff?
For a while this year, it felt like the global supply chain and the economy might be headed over Niagara Falls, and the jury is out on how our current administration's actions will end up. As one pundit said, “The Administration has to Stick the Landing,” and we agree. No, our May Cliff is that point in the calendar year when productivity goes on a three-month hiatus as at least 20% of the workforce starts to go on a rolling vacation. We like to joke that in the summer months, the money leaves town, but the staff stays, so we look for productive things to do with our time that can set us up for success when the world is fully back at work around August 15th. We ensure that all the companies our clients run take two key actions with their potential partnerships or new customers in the next two weeks. 1. Focus the conversation or have the courage to Fire the idea for 3 months. Gather up everything that was supposed to happen this year and then put it through this filter, either on your own or preferably with others. Here is a sample: Will we make material progress on this in the next 45 days, and who will own that on both sides? Or should we put this on ice and pick it up in mid-August? 2. Use the Final 45 days of the first half of the year to set up a longer time flank. Are we doing anything in the second half of this year or the first half of next year? You use the Focus or Fire conversation with the projects and ideas that are in motion, but you need some help with urgency. The 45 days before either January 1st or July 1st are the perfect time to ask another hard question. You want to focus this question on the people who are aware you exist but are not currently in a buying or partnership process with you. Here is a sample. Hi Bill, We are aware of each other's offerings and needs and are not working towards a partnership at the moment. I thought I would just get a quick gut check from you and your team. Do you see starting a conversation with us in the second half of this year or the first half of next year? We are looking to organize our efforts and not waste your time or attention. If neither is the answer that works for us as well, and we can drop our correspondence cadence down to once a year, as we are not offering things that are important or are unqualified in some capacity. Thanks, Jeff It can be that simple. The cleaner your choices, the better the feedback. As the great Dan Joyce said, “A no has never hurt a salesman…..but a maybe has killed thousands!” Many people face the emotional hurdle of not wanting to upset the apple cart or challenge the relationship. However, the number 1 emotion we have noticed over the years that occurs when you follow this strategy is relief when some clarity comes into the picture and you and your team can focus on the right areas for growth. Time kills all deals, and once you have cleaned out your pipeline a bit, you can stop fooling yourself that magic is going to happen and get back to increasing the number of new opportunities you talk to and refining your listening skills with new customer problems. We have other things for you to consider working on during the next 90 days and will be back to you with them in the coming weeks. Until then, have fun cleaning the crap out of your closets and pipelines and if you want to book some time with us to plan out the second half of the year our available times are here: https://calendly.com/drewsanders/strategy-session Thanks for your readership and friendship Drew While we are marching through March together, it is hard not to be mindful that just two short years ago Silicon Valley Bank and First Republic Bank lost all of their equity in the blink of an eye and five years ago we were all sent home to avoid getting a virus. Let’s face it, March is when the sh*t can start hitting the fan as projections for a great Q1 come up short and the May 15 cliff looms just 70 days away. What is the May 15th cliff? It is when the summer bug starts to hit and we end up with about 20% of the workforce on a rolling vacation until school starts in mid-August. Things get done in that period, but it takes more time. So what are the key actions to take right now? Even if your feedback loops are slow and lack visibility, keep the frequency up on the right actions while you still have most people at work before the May cliff. In the area of customer acquisition, become an expert at the key moments in each phase. We wrote “The 4 Timelines of Customer Acquisition” a few years back, and not a quarter of the year goes by without us sharing it with someone and asking them to pick out the different conversations and moments of maximum influence on each timeline. Here is the short whitepaper. Here are the timeline definitions.
The more you can be curious about each timeline, the more efficient you become. Going from Aware to Engaged is where the great salespeople separate themselves from the crowd and seldom do they do this by force. I think they ask amazing questions that center around why “now” is the right time to consider something new. New can be scary, change can be scary, but what is even worse is praying that the some magical percentage of those currently engaged in a buying process will say yes! Stay in the marketplace and become an expert in using the context of the moment. If you need help in this area, book time with us here: https://calendly.com/drewsanders/strategy-session It is early February and unless you live in Kansas City or Philadelphia you have moved on from the NFL and are well into making 2025 a great year. Our young hero has been hard at work listening to his customers and prospects at conferences and on zoom calls these past few weeks and is noticing that some of the buyers and leaders are starting to wonder if the AI capital spend is going to be all talk and no action. It reminds us of the old Wendy’s Burgers commercial with the great Clara Peller asking….”Where’s the Beef??” But our hero is focused on the problems of a specific type of buyer with some long-standing challenges in their business. Staying curious about the new AI tools has allowed him to ask his buyers, “If you could wave a magic wand over a problem and have it go away, what would it be?” Or, “What issue (the status quo) are you living with that, if solved, would make a massive difference?” We have two use cases where AI tools are making an impact. Old Email Account Clean Up If you have an old email you want to shut down but are keeping it around because you might need something, we have a new AI-powered tool for you. Within 48 hours you can have: A spreadsheet with every email address sorted by name. A text document of just the sent folder that can be searched to be the basis of your own large language model. A text document with all content from that email address that can be searched. It may not seem like a big deal, but every day, college graduates need to transition from their school emails to personal emails, and every day, executors and trustees have to shut down emails for loved ones who have died. Apartment Owners and Tenants have a 23 Billion Dollar Annual Turn issue. 50% of all apartments turn on an annual basis. This number is hard to fathom when you consider the 23 million apartments in the United States. It costs the owner an average of $2000 to get the unit move-in ready for the next tenant, which means 23 billion dollars are spent each year and thousands of hours of employee or contractor time are involved. Enter www.mytracker.ai Tracker is a new app that uses your phone's cameras to record the interior of any property. This is nice, but the AI component is amazing. The app automatically shares the pictures with the AI models, and you get an estimate of what it will take to repair the unit. It also includes an inventory of all the appliances and the square footage of everything, down to the carpet. This tool will give owners and tenants a source of truth for the apartment's condition. This tool will allow the maintenance team to inventory the appliances automatically. This tool will allow the acquisition teams to have a dynamic inventory of an entire apartment complex within hours of walking a property. This tool will allow leasing agents and their regional managers to seamlessly work together remotely. The cameras are not the magic wand; the AI knowledge is. With the cost curve being pushed down, the Tracker App stands to drive both the hours and costs spent turning a unit down. Could it even be a billion dollars of savings? That would occur with only a 4% savings? These are just two of the examples that we are working on right now. Our challenge and encouragement for you is to get in a room with your customers ask them what they have been living with for years, and start thinking about how you can attack it with these new tools. If you're feeling stuck or if Big Bad Quo is still sitting on your throat, give us a call, and like our hero, we will show up with a magic wand in hand! Conference season is in full force as the working world seeks to deploy new tools and offerings to delight its customers and hit its growth goals. Within three weeks, we will have supported clients at conferences ranging from Healthcare to Data Centers to Apartment Owners, and everyone is looking to use AI in some capacity. We have noticed a bit of a glut regarding all the tools that the big players are throwing in our direction. Recently, Google shared the 60 new things they had delivered, and I wanted to scream at the thought that they assumed anyone would like to review 60 changes regardless of how life-changing they might be. It's like looking in a tool box with too many wrenches. The A16Z big themes for 2025 are easier to digest with four predictions, and given how large a VC firm they run, it makes sense that they have to cover many topics. Our engagements are more personal, so we are focused on just One thing. Killing this guy... We are trying to help you kill the Status Quo in one area at a time in your life, and on a recent open water swim, we came up with the idea that we need a hero, and since we all like to go on quests, we asked Grok to give us a character that was a cross between TinTin from the 1920s and Jonny Quest from the 1960s and here is what we got back. This able-bodied youngster will be our alter ego for a while, and here is what he/we noticed in some of our recent and highly diverse meetings. Software developers are noticing that AI tools are starting to be much more efficient in writing production-ready code, which means productivity is ramping up quickly. The ability to scrape, sort, and deploy data on assets you own is improving rapidly, allowing you to enhance how you serve and delight your customers. Here is an example: I am working with some new tools to pull the over 65,000 emails I have sent in the last 11 years to create two unique assets.
My hope is that as we help our clients solve their business challenges, we can introduce them to people we have corresponded with in the past and share the learnings we have created in the past more efficiently. It will also be great to be finally able to organize one of the largest databases I have ever created (my emails) once and for all. It just sucks having to "START ALL OVER AGAIN" which is a common refrain we hear from our professional services clients. It gets down to asking your customers what pains they are living with now and then having the audacity to think you could wave a magic wand and solve their problem. That is the quest we are on now, how about you? This year we will track when people mention "The Status Quo". We created this image by working with the X.ai tool and asked, what would the status quo look like if the status quo were a monster? Can't you just see this monster prowling the halls at Hogwarts? People and companies wielding new tools will be looking to slay this beast, and as we notice them winning, we will share their success with you. Andy Kessler of the Wall Street Journal called out Quo today. Where do you want to kill Quo in your life? Happy to join your team! Drew We hope you had a warm and safe holiday season and the stockings were full. Banyan exists to enhance the success of those we are fortunate enough to know, and after 11 years, the tree of connections and relationships keeps growing. Everyone is on their own path toward their vision of success, yet we have noticed some common traits and habits while listening. In these publications, we try to create a collective understanding of what is working now and what changes we are noticing. Grainger is an industrial supply company that says they are “Here to serve you, the ones who get it done.” At Banyan, we aim to offer a similar service but with business strategy and tactics. In the spirit of “Getting it Done in 2025,” here is what we noticed this year and how we think it might impact you. Who We Listen To The New York Times and The Wall Street Journal appear to be the final two print publications bridging the gap to the digital world of podcasts and alternative format media. The cable TV world is now feeling the squeeze they gave to the broadcast players decades ago from the streamers of Netflix, Amazon, Apple, and YouTube. Millions of choices mean the audience is not guaranteed to be on the same page, and we all need a sorting machine that hasn’t been created yet. “What are you watching?” is something I often hear in social settings. Podcasts have been improving and do a good job of allowing niches to exist. I noticed our habits have changed a bit. I listen to the following podcasts. The Allin Podcast – www.allin.com for a weekly review of business and technology. The Founders Podcast – www.founderspodcast.com for a study of human success through biographical review. This Week In Startups Podcast – www.thisweekinstartups.com for a bottom-up look at what new technologies are being built and interviews with the founders. I listen to podcasts when in the car and doing my chores around the house and yard on the weekends. It is really interesting that 60 years after the world was getting information from Walter Cronkite while sitting in front of a small screen, more and more people are getting their information on the fly while they are moving and listening. Yes, people are also watching videos, but the need to be informed while remaining static is gone. Keep Moving… All the billionaires are back in the game. Imagine if you could have all the greatest NBA players on the court simultaneously at their prime, playing in a mythical NBA finals. Bring the popcorn! Watching Jordan and Bill Russell match wills against Shaq and Bird with Magic and Steph flying around the court, chirping would be epic. Well, that is what it feels like in the business world right now, as all the big players are allocating capital and making bets on retaining or gaining more leverage as the AI revolution continues. Bezos is back at Amazon, Sergey is back at Google, and Elon appears to have at least 5-billion-dollar bets running. The good news is that we are all playing in this game, and over 2024, we chronicled what we thought were the crucial work skills professionals should be acquiring and honing to sustain excellence. The Crucial Work Skills white paper is meant to combine with our Essential Elements of Close Knit Teams white paper from 2023 to empower you to bring your best self while working with others for joint success. One reader asked us what we thought the most crucial work skill would be right now, and in reviewing what we wrote and learned this year, it has to be the ability to deeply understand what your customer needs next. What are they frustrated with right now, what pain are they living with, and how can you help improve their condition? We have called this tactical empathy and will be diving further into how you can improve your ability to understand your customers' needs so that you earn the right to have a crucial conversation about getting them to a better state. You may not be a billionaire, but you are in the game of business, and 2025 appears to be another year of adaptability and flexibility as you use new tools to surprise and delight your customers. Bring on the new year; we can’t wait! Will you be looking at hiring a management consultant in the first half or second half of 2025?12/10/2024 I have had the same conversation with clients five different times in the last week, which means I should post it on LinkedIn for the benefit of my network. I have been encouraging them to send out an email asking all their prospects if they will be looking for their services in the first or second half of next year. December 15th and June 15th are significant dates to email all of your prospects because you can use the calendar's full effect as a flanking mechanism to set up appointments with your target audience. Because if you ask someone about two halves of a year and the answer is neither, then are they really even a prospect?? You also get a chance to flush out the crap in your funnel, which naturally shows up as we dream up ways that a casual conversation really might mean business in the future :) In professional services of all types, the first business meeting, where the prospect discusses and shares details, is the true leading indicator of future success. People don't like to track it because it shows just how few they actually have in a year, but we must track it, as performance measured is performance enhanced! This brings us back to why Dec 15th matters: You get to write the following email to your "prospect" list. ____________________________ Email Subject: Checking in on the First Half of 2025 - Should we schedule a call? We are officially in the Holiday season, with functions and events almost every hour, so I recognize that you may not get to this email right away. However, as things calm down around the new year, I wanted to get a quick response from you on a simple question. Will you be looking at (insert your services) in? A. The first half of 2025 B. The second half of 2025 C. Not in 2025 We will pattern our follow-up with you based on your answer. Thanks so much, Drew _____________________________ This type of email may be hard for you to send out, but it does tie in nicely to our recent post on When is the right time for a hard conversation question?? For all business owners, the answer is "Now would be fine". Conflict is hard no matter what form it takes. We watch organized conflict in sporting events, which can be quite aggressive, and we also experience a subtler form of conflict at work, where passive-aggressive behavior can rule the day. No matter what your role is on a work team, you will eventually need to be able to work across the company channels and have a plan for dealing with conflict that naturally occurs. Even inside your department, a constant stream of conflicting ideas or personalities necessitates one’s ability to get in and out of a hard conversation. The consulting firm Vital Smarts out of Utah wrote a best-selling book, Crucial Conversations, over 30 years ago and has trained thousands of employees worldwide. They aim to help companies have a common language for handling the foreseen and unforeseen issues in delivering their goods and services. All their research shows that how people communicate with each other matters in calm and tense situations. Jim Collins wrote a best-selling business culture book called “Good to Great.” After a massive regression analysis, Collins identified the highest-performing or great companies and their common characteristics. Along with leaders who saw problems like a mirror and successes like a window, getting the right people on the bus was the key to success. It appears that culture matters. Glenn Parker spent a career developing systems for team communication and collaboration at large companies and then published his work along with a short 18-question survey that allows people to learn what their dominant team player style is and how to work with others once they are aware of how that style impacts how you in a group setting. Parker’s work is helpful to a leader who is inheriting a team and reminds us of Peter Drucker’s simple observations in his white paper "Managing Oneself" that readers and listeners will sometimes struggle to collaborate well. All this research on culture and team success is important as leaders like Jeff Bezos evangelize their 6-page summary style of communication for two pizza teams, and everyone rushes to emulate what worked for him and assumes it will work for them. We don’t think it is that easy. You need to have a plan to lead yourself and others, and once you are the leader, you are entitled to run the system you think fits the objectives of the moment. Our last crucial skill might appear to be an accumulation of these nuanced people skills, which start with having a full tool belt that allows you as an individual contributor to listen with compassion, ask questions with the right tone, be prepared to navigate conflict, state your points of view clearly, and work within the system that has been outlined by the leader. As a front-line manager, you would seek to enhance these skills by further understanding how your team should communicate and which channels will be the single source of truth (CRM, Slack, email, meetings) as you work together. Finally, if you are the CEO and are looking to recruit the best leadership team you can, it would appear important that you outline the system you have in place for operational excellence and how you intend to manage and lead the communication mechanisms for building a company culture that runs towards the problem. Without a plan and a process for identifying Moments of Maximum Influence (MOMI'S), the more people you hire, the more variety you will get in how they handle or avoid conflict. This clutter and confusion will be hard for your early people to define, but they will feel it, and it can crush your morale when you need it most. An intuitive leader will also be looking for hard conversations that aren’t happening inside and outside of the company and looking to unlock those MOMIs with the right communication topics and skills. An easy way to tell when meeting with a company is to ask when the right time to have a hard conversation is: If people look at their feet, you know the answer is never. If they look you in the eye and say, "Now would be fine," you know you have a winner. Click here for our full publication on Crucial Work Skills. We can hear you remarking to yourself. Recreation: how is recreation supposed to be a crucial work skill? We break the word up a bit into two parts. Re, which means to do again or repeat. Creation which means to begin or start. Flip it, and you have to start again. Why should you care about starting again when it comes to yourself? Because the process of working and pursuing a profit can be quite banal. Schumpeter’s law of creative destruction posits that the buyer will always look for it faster or cheaper and that a new supplier will meet this demand by providing a similar product or service for less or in a shorter period. The worker and the employer have been at similar odds for centuries. As capital-light enterprises have proliferated, more workers have now understood the employer's feelings as they start companies and then stress over the cost of an employee. How quickly the perspective changes when it is your asset you are protecting? Regardless of your position, it is vital to be able to put down the shovel or plow and, like Fred Flintstone of old, yell Yabba Dabba Do as you beat the street to some time off. We do not have any strong thoughts about your chosen recreation. We have met thrill seekers who believe that it isn't worth it if they are not a bit scared, and we know others who think sitting at a poker tournament in Las Vegas with sunglasses on for hours is the bomb. Wherever you fall on the spectrum, the key is to take yourself mentally and physically into a new state. Over the years, we have witnessed that at some point in the recreative period, other things your brain has put on hold will present themselves in a new light. Here are a few you might identify with.
Regular exercise, weekends, and vacations are key components for any executive. No one will prioritize your time with as much understanding of your needs as you. We encourage you to take the leap, put down your laptop and phone, put your bare feet on some grass, and engage in a little re-creation of your mind, body, and soul. __________________________ Click here for our full Crucial Work Skills document. Our fifth installment in the Crucial Work Skills white paper focuses on Community Involvement. A give-back component in your life is vital to a well-rounded adult experience. It also has some unique benefits that are often overlooked or poorly described. We will attempt to outline how to identify the right causes that matter to you and maximize your contribution. Identifying We have outlined the process of self-discovery called Interests, Strengths, and Style previously with an eye towards your vocation and suggested you never lose sight of how the needs for your strengths may change as the tools valued in the marketplace may change. When it comes to helping others, the process is similar. What are your current interests? List a few areas, and as you do this, consider getting out of your core comfort zone. We have found that in giving back your time and talents, there is less of a concern that you are great at something. It can be as important that you want to show up and help. In addition, unlike a job, you are not making a full-time commitment, so this is an area in which you can dabble a bit to find the right fit. Dabbling with different causes will allow you to expand the network of people you meet as you volunteer, which is an important byproduct of volunteering that we will address later. What is your second strength? In the working world, very few people can worry about a second strength; we need to maximize our contribution with our greatest strength as the market is so indifferent to our presence that we need every ounce of ability to drive revenue to create economic safety for ourselves and our families. An unintended consequence is that we seldom get a chance to round out our skills, and this is one of the secrets of giving back: you can flex into an additional area and get better. No one is teaching you marketing if you are great at sales; they just want you to close deals. Yet, over the last 30 years, the relationship between sales and marketing has changed. It behooves a good salesperson to understand marketing and vice versa. When you show up to help a non-profit, and they assign people to committees, it is okay to identify some of the other areas of running an entity that you may not be strong in and offer to be a grunt on that committee. The committee leader could end up being a great mentor, and you will get to cross-train, all while helping the target demographic you care about. Common interests for the common good can create uncommonly wonderful friendships. Not only is helping people good for the recipient, but it can also help you build new skills and have meaningful shared experiences with your fellow volunteers. In 2004, I volunteered at the Guardsmen Christmas Tree Lot, which is one of the largest indoor Christmas Tree lots in the United States. A crew of 25 new guys had put in a solid 10-hour shift on a Saturday setting up the lot, and it was early the next day, so we had another 10 hours ahead of us. I found the local greasy spoon to get some chow, and sure enough, several of the guys I had just gotten to know were of a similar mind; it was a good place to fuel up for the day. That Christmas season, I started making friendships that last to this day, and I am certain that even if our paths had crossed, the trust would never have been established at such a level without that year of service we all volunteered together. In 2010, we wrote a book called The Next Gen Almanac, which outlined the potential benefits of a strong and meaningful shared experience. We called the magic formula: SE = C = T = Opportunity SE = meaningful shared experience (like working at a tree lot together) C = window into the other person's character (with character being highly portable and long-lasting) T = trust with the size of trust correlating to the meaningfulness of the shared experience. Opportunity = Now that you trust each other, the opportunities you can create together are limitless. Thinking back to Peter Drucker’s key questions, he suggested three main questions to ask yourself all your life: How can I maximize my contribution while I am alive? Once I have figured out what I want to contribute to, how am I allocating my time and capital? Finally, what is my next most important task? We hope we have made the case that as you allocate your time, helping others is one of the greatest force multipliers available to everyone. What cause that is greater than yourself are you helping? __________________________ Click here for our full Crucial Work Skills document. The Paris Olympics of 2024 were a global phenomenon with television and streaming ratings setting records everywhere. The performances, pageantry and patriotism were contagious as different countries’ best and brightest faces went all out for bronze, silver, and gold. It didn’t matter if it was the 40th time the star-spangled banner played or the first time ever for Botswana, there were tears of joy on the medal stand, in the crowd, and at homes around the world. It reminded us of the great movie scene from “The Chariots of Fire” where Scotsman Eric Liddell is telling his concerned sister of the power he felt when he was running for God and his country. Ironically that movie is about the Paris Olympics from 1924 which was also a big success. The inspiration of the Olympics is a super charged fuel that can be euphoric, but we doubt it has much staying power, which begs the question we would like to address in this edition of our crucial work skills white paper. Where do you get the fuel that lasts and sustains for a career and a lifetime? It makes us think of the Frederick Nietzsche quote, “He who has a why to live can bear almost any how." Simon Sinek published a best-selling book in 2009, “Start with Why.” A three-year-old understands the power of asking why. I asked why so often as a child that eventually I heard a classically bitter response, “Yours is not to reason why, yours is but to do or die.” That quote ended up being one of several I had next to my senior picture when I graduated from high school as I found much of primary education a lesson in compliance as much as discovery. Yet it would appear that developing an internal why is a vital exercise for everyone and it is typically easy to spot those that have done the work, because they are said to have a great sense of PURPOSE. Developing a sense of purpose is both an individual and collective experience. You need to connect your actions into areas of strength to create the internal fly wheel that can sustain your focus and skill over long periods of time. We covered this in our last post about combining your interests’ strengths and style to maximize your contribution. Applying your skills to magnify the contributions of others is where the magic fusion of everlasting fuel appears to be found. Watch the spirits of a great grandmother light up when at 90 years old she holds the newborn baby for the first time. She is the matriarch at that moment with decades upon decades of firsthand experience on how to raise a child in that family. No one can possibly know the stories that she knows and the people that she knew that lived almost 150 years ago. Her chance to pass on this knowledge and love can infuse even those that are seriously ailing. Turning back to a sport that is classically aligned with the Olympics is the rowing story from the 1936 games in Berlin. The University of Washington junior crew famously beat the varsity boat, then the Cal boat, then the east coast schools to represent the United States. At each step if they had lost the season would have been over as there were no excess funds amidst the depression. Even when they won the right to represent the country, they had to raise $5,000 in less than a week or another wealthier team would attend. Daniel James Browns best selling book “The Boys in the Boat” chronicles the stories of the times and the people that made up that gold medal winning 8-man crew. One of the main challenges in making the boat “swing” was getting the athletes to feel the water and work in unison. Part of the story that resonates with so many is that it was in the rowing for each other that the peak performance emerged.
Combining your skills and contributions to a business effort to house, clothe and feed your family is a noble cause that few movies will be made about. Yet having this sense of purpose is a defining feature of adulthood. Sustaining purpose throughout life requires a natural curiosity when things change vs becoming jaded that the old ways were better. With the internet turning 32 years old and generative AI improving daily we appear to be at the dawn of a new age for entrepreneurial actions and behaviors. Staying curious with the flood of options for new tools that can help us solve problems would appear to be crucial. Here are some closing questions that we hope will help you create that inner fuel that sustains.
Got any new fuel building up inside you as you read this......What are you waiting for? Go for it! Summer isn’t over for another six weeks but with half the public schools in the country starting on Monday it sure feels like it. We are chock full of content from some interesting meetings and conversations from July which we will look to drop into our publications a little at a time, but our lead story for you is about career positioning. It would appear that AI is allowing all of us to do more with less help and if you make a living helping others it means that you might need to keep thinking about how you can continue to surprise and delight your clients with what they need next, think about the problem they are living with now and how you can solve that problem for them. We were asked on several occasions essentially the same question by a wide age range of professionals. “How do I position myself for success in the new AI driven economy?” We drew up a quick sketch and have the following process as a potential path to coming up with some potential answers. Here are the actions to consider taking.
List out your intellectual assets which can be loosely defined as things you have some expertise in relative to the average person. I might have some expertise in:
List out your abilities that activate your assets relative to others. I might have some ability to:
List 3 industries that are growing quickly and list 3 people in each industry that are leaders
Contact the leaders you identified and offer to take them to lunch
Solving that problem is your pathway to maximizing your contribution to a successful company which in turn will increase the chances you earn a spot on that team. Professional services has employed millions of people in the United States and paid for plenty of mortgages and college tuitions, but the puck is moving and it is time to understand how to reposition your unique assets and abilities to fill in gaps on fast moving companies vs being the last person working at the CVS store while the machines fill your prescription and everyone uses the self-checkout…. Well, that’s the Half! What did we learn, and what does it mean? For 25 consecutive weeks we have shared our Friday Few Observations for that week looking to help all of us process the latest inputs so that we can properly allocate our time and capital. What have we learned? Small little options to improve a process are everywhere and we expect them to be less than $20 a month. Our winner in this category was the Wave AI Notebook which we use daily to record, transcribe, and summarize all our business correspondence via phone and video. Larger solutions have slowed way down as corporate buyers are wary of moving too quickly when a much better deal may be available in six months. To personalize this, think about buying a laptop today, are you sure it has the right NVIDA chip with the right memory from Micron? Now think about if you had to buy 5000 laptops. The pause is real and if you are planning your second half revenue goals, it is time to have some hard conversations internally first and then put the problem to your buyers and work through it together. The corporate buyer will never tell you this unless they are prompted, and it is in their best interest to do so. What does all of this mean? If we are in a time where the small is getting adopted rapidly and the big is taking more time, break off a piece of your full offering that is snackable and use it to acquire more customers even if you are making less on a per customer basis. It is natural during a time of uncertainty to be a cautious buyer and with a presidential election pending we think the uncertainty is going to increase in the back half of the year. You can figure out how to improve your margins on the smaller revenue later and once you have an established business relationship with that new customer you can use your tactical empathy to learn what else they need help with and grow the relationship. That is what we have noticed, what about you? What are you doing with your one precious and amazing life on the longest day of 2024? Our family app project took some solid leaps forward and while we have some competing ideas it is amazing how quickly we went from a product focus to thinking about how on earth we would get anyone in the world to know about it. The Marketing Puzzle is going to take on a whole new dimension as these AI tools enable almost anyone to create a digital product. Maybe the trick is to just make the app that you want and keep making it better and the more it helps you the more others might want to use it? Seems like in Seth Godin parlance not only do you need to get your cow painted purple, that cow needs to start flying! One thing we are noticing is that while lots of people are looking up at cows flying around in wonder the guardians at the gate of THE STATUS QUO are standing resolute. Corporate buyers act differently than individual buyers much the same way you choose your next meal easily but if you were buying food for 50,000 people you would have to have a process to consider all the food needs at scale. This is making enterprise sales motions a challenge as in a time of great change the easiest thing to do is not change, especially when there is the hint that if they wait the costs might go down further. As we look at the second half of the year it will be interesting to see what plays out between the quick adoption of a cohort of individuals which might feel good but not move the needle vs the slower adoption of an enterprise which may or may not happen but when it does has as significant positive impact. We heard a sermon the other day about David and Goliath and the preacher emphasized that David picked up FIVE SMOOTH STONES as he faced Goliath. Our question for you is what smooth stones are you going to pick up as you look to kill the status quo you face? Fun fact: Both of these images were made with DALL-E and when I asked to have the sword in David’s hand turned into a sling shot it came back with David holding a bow and arrow! Several iterations later it still wasn’t working so am using the original image with a small smirk 😊 Have a great weekend! Apple showed up this week and it sparked an interesting conversation in our household around needing new phones, iPads and even laptops, holy refreshes batman that is a lot of hardware. We also had a conversation with a person very close to Apple who said that making an app inside their store is getting easier and easier as they will write some of the code for you. Think about having a machine that has the engineering fundamentals to allow you to focus on the creativity and customer nuance you are looking to achieve. This really empowers and encourages people to use their tactical empathy to understand what someone is struggling with and then deliver a solution that helps that person get unstuck and keep making progress. 10 years ago, when Amazon was dropping the costs to publish a book to the floor, we worked with our then young children to self-publish four books. Amazon even gives you an Author Page. The process of creating something was an important step for us to take together and this summer our aim is to have at least one app launched by Labor Day. The conversations around the house are lively and just like the book, once you have your product launched you are desperate for a customer. Yet while the book might have an edit or two, the app should evolve based upon user feedback and potentially get better as technology improves on the backend. We won’t be retiring anytime soon on this venture but do believe the process of creating and iterating in the digital world is important. What do you want to make? We interview people for jobs on behalf of our clients on almost a weekly basis and offer up for free a host of career insights for professionals all along the spectrum of their working lives. If you have anyone in your life who is graduating or is recently out of school, this article is for them, we hope it is helpful. Think like a Start Up Start up companies are looking for "product market fit" and so are you. However, you are the product, and the company culture is the market you are looking to fit. While you need to understand the culture of where you are working and this involves being curious and using your tactical empathy skills, in this section we are going to focus on how you can best understand and position your skills to stand out in a sea of sameness. This diagram highlights the maximum impact zone which comes after you have a solid understanding of your strengths, your team player style and where those combined skills overlap with an employer’s needs. The greater your contribution the more likely you will achieve personal product market fit. Individual Strengths It is important to tease out the subtle differences between something you are interested in and something you have a strength in. You can be interested in playing the drums and bang away in your garage or sing out in the shower to your heart’s content. Having a strength in something means you are valued in that area relative to others. When you combine an interest with a strength you have the beginnings of building out your personal product. Interest will help you push through the time and sweat it will take to get your relative ability to others to stand out. Good questions to ask yourself are: 1. Where do you lose track of time? 2. If you had two areas to spend your day, what would they be? Team Player Style Dr. Glenn Parker coined this phrase and has a simple diagnostic tool that provides some key insights for people that is often overlooked. The vast majority of us work with others in teams and all of us have built in dominant traits when it comes to working with others. Having a lack of Team Chemistry is one of the biggest roadblocks in the workplace and many will say that they don’t know how to create it but they know it when they see it. As an individual why would you leave this to chance? Understanding how all 4 traits work together will give you the best opportunity to join the right team for you but also adapt as people on the team change. Parker’s four traits are: 1. The Contributor 2. The Communicator 3. The Collaborator 4. The Challenger You can find the short survey here: Parker Team Player Survey Style The way you get your work done will also have a major impact on how many different places you can have success. Are you brittle and grumpy if things aren’t perfect, or are you affable and can still get your work done in a storm? In a world where it is hard to distinguish between one person with a great college degree and the next, being flexible and having an easy-going manner can make all the difference. It will be difficult for you to state this in an interview, but your references should be able to articulate it. Questions that will tease this out are: 1. What does it feel like to work with you? 2. What does it feel like to be directed by you? These are not easy questions but as you do your own inner work it will help you understand others, and this improves your chances of landing the right job at the right company with the right people. What does the Market Need Now? Once you have your Interests Strengths and Style defined and added your Team Player Style traits you are ready to overlap those on the current market realities for employment. LinkedIn is the right place to showcase your skills and is also where you will want to start to build out your list of key influencers. You will want to meet with these influencers to find the best job openings and then seek to earn their sponsorship for the position which is much preferred to mailing in your resume through a job board. We outlined how to build out a network on LinkedIn in our Crucial Work Skills #1 post which can be found here: LinkedIn Networks In a future post we will articulate how to use LinkedIn to create a short list of personal coaches who can 10x your ability to get in front of the right people to find the best job opportunities. Thank you for your readership and friendship! Drew & Sara Happy Memorial Day Weekend and we hope when you read this that you have had a nice full weekend. Summer is basically here and we were chuckling with someone the other day that from Memorial Day to Labor Day, the money leaves town and the staff stays…..and we are staff 😊 Which begs the question, what do you work on when 20% of the work force is on some sort of rolling vacation? You certainly don’t expect to hit the same monthly number you did between October and April, but it doesn’t mean you are phoning it in either. We have observed that a best practice is to start asking the “is this something you will be deciding on in the second half of 2024 or are we looking at the first half of 2025?” question. You should be asking this for the next 8 weeks and if people stumble or stall, then you really aren’t in the game because you gave them 6 months or a year to make a decision. As we wrote about recently on this weekly post, a no has never killed a salesman but a maybe has killed thousands! (shout out to Dan Joyce from Moors & Cabot who loved that line) Our advice is to ask our hard question the right way and then count to six in your head and then deal with the reality of the response you get. Not on plan for 2024? Give us a call before it is August 15th, and you are scrambling to hit the number with only 90 real days left in the year. We love blowing up a good pipeline with the hard questions and then getting the truth back in your sales processes. Have a great weekend! Drew Prayer – Meditation – Quiet Time Is this just another way of talking about breathing exercises? The term Mental Health has come into the lexicon with strength in the last decade and appears to have staying power. Different regions of the world and the United States will talk about similar things with a variety of phrases. Have a loved one going in for surgery in the south, you will hear that people will pray for you. Have that same loved one going in for surgery in the west or in New York city, you will hear people will say they will keep you in their thoughts. What is the difference? We aren’t sure, but both phrases are meant to assure you that the other party cares about you. It may seem odd that we are calling out faith as a crucial business skill and yet in looking back on the last 11 years of running Banyan we have noticed that believing in the company's vision has been vital and faith and believing are highly correlated. Leaders want you to have the capacity to believe. Having the capacity to believe with the right amount of ration to go along with it was at the core of what we were focused on when we created a Self Leadership module in 2016. We used the image of the keel of a boat and having a coherent life narrative at the bottom to help you create a deep heavy ballast for life’s storms. https://www.banyantreestrategies.com/self-leadership.html
Faith at Work Your first few work assignments will most likely be following the direction of a manager who will be looking for more task compliance than inquiries on why this is the best way to build a mousetrap. Putting the college cynic to the side will be a good choice of action at this point. We created a mapping your boss questionnaire that can help you to start building out your tactical empathy here: Mapping Your Boss As you go from being directed to being responsible for others you may observe that you would prefer to have influence vs power and this is where you will look to create alignment around a set of core beliefs that are often called values. We assembled several frameworks and created a “Group 2Team” or G2T process. Here is the DIY version of it that starts off with asking your team who they admire most and then follows up with a question around what traits they admire most about those people. It is interesting to note that the vast majority of people we have run through this process all have faith in those people they listed. Faith in a Higher Power Finally, when it comes to the concept of a higher power and a reason for being, we have encouraged others to remain curious all throughout their lives and to practice a faith. We practice a faith tied to the life and resurrection of Jesus and several years ago wrote out the benefits of that faith titled "O'Holy Night" which uses the famous song as a way to outline the benefits as I see them. O Holy Night PDF 2022 Writing about how I process and practice my faith was a healthy exercise and allowed me to create a communication line with our children as they age and matriculate through adolescence into adulthood. Turning towards the beginning of Q2 in 2024 we hope these templates and documents will encourage you and the ones in your care to invest in your own mental health and add credibility to your faith. Teams work at the bleeding edge of how much they trust each other and having faith in each other is an amazing fuel. Looking forward to a great Spring of 2024! Thank you for your readership and friendship, Drew & Sara The mid-way point of Q1 is here and we wanted to kick off our 11th year of Branches & Roots by following through on our promise to deliver the best information we have on a series of topics that will allow you and your teammates to increase their individual competency which can then hopefully be woven together to help you in your joint mission of collective success. It takes a network – Your personal flywheel for success. The adage that “it is who you know not what you know” may take on some new importance as generative AI starts to eat into the relevancy of what we know. However, with the AI timing variable still hard to quantify it might be more appropriate to focus on having definable skills and making an impact in the lives of those you care about in equal parts. A personal interest and strength in competitive golf allowed Sara and I to spend long periods of time with interesting people early in our lives, which helped us get to know a diverse range of people earlier than most of our peers. LinkedIn came along in the early 2000’s right when we were both relaunching our post professional golf careers, and this took the power of Metcalf’s law of networks and made it more transparent and approachable. Venture Capital firms and their partners who were playing power law games quickly learned the power of being well networked and even Reid Hoffman a self-proclaimed introvert wrote about the power of good network in his first book “The Start-up of You”. Once we founded Banyan in 2013 and had full autonomy on what we could publish, we have tried to memorialize what we have learned and have identified best practices for building solid and mutually beneficial relationships. You can find an in-depth look at the business lunch with “50 Lunches a Year, that will change your Career” We have a short overview of how to create a business oriented network here. We created two short email courses for college students at www.drewsanders.com to help them understand that the point of education is action as much as it is knowledge as their potential employers are hoping they might do something vs just think. We also self-published a 100 page book called the Next Gen Almanac for new college graduates that outlines the recipe we learned from others along the way about the power of a meaningful shared experience.
All of these resources represent just how much we have learned and benefited by being in relation with and helping others and watching the good will of others be contagious. The most frequent conversation we have had in the first 45 days is to encourage people to write about the pains they are solving in their work and publish it on LinkedIn or a blog. Take the people involved out of it and focus on the issue at hand and the process followed for success. There is very little intellectual property in most industries, just hard work and tactical empathy applied to a problem. It may seem counterintuitive to give it away, but our experience has shown that is a best practice. If you have a young person in their 20’s who you think might benefit from these resources, please forward this email to them and if they complete one of the email courses (it’s only 8 emails) I will meet with them for 30 minutes via a video call and discuss their answers to the questions provided. Have a great rest of Q1 and we will check back in early April. Thank you for your readership and friendship. Drew & Sara |
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