This weekโ€™s KeyBank Commercial ๐˜š๐˜ฎ๐˜ข๐˜ญ๐˜ญ ๐˜‰๐˜ถ๐˜ด๐˜ช๐˜ฏ๐˜ฆ๐˜ด๐˜ด ๐˜š๐˜ถ๐˜ณ๐˜ท๐˜ฆ๐˜บ offers a clear (if sobering) snapshot of the small business landscape as we approach Q4:

๐Ÿซข 23% of SMB owners say theyโ€™re in โ€œsurvival modeโ€ and are more focused on getting through the day-to-day than long-term strategy.
๐Ÿซข 46% say their business underperformed this year compared to expectations.
๐Ÿซข And yetโ€ฆ 40% are cautiously planning ahead, building cushions and seeking advice.

Itโ€™s a moment defined by uncertaintyโ€”but also resilience.

๐Ÿ” ๐—ช๐—ต๐—ฎ๐˜โ€™๐˜€ ๐——๐—ฟ๐—ถ๐˜ƒ๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐—ฃ๐—ฟ๐—ฒ๐˜€๐˜€๐˜‚๐—ฟ๐—ฒ?

๐Ÿ“ˆ Inflation and rising costs remain the top concern (50%)
๐Ÿญ Tariffs are forcing 25% to raise prices
๐Ÿ’ป Cybersecurity threats (especially payment fraud) are now a top fear for 41%
๐Ÿ›๏ธ 72% are worried about upcoming federal policy shifts

Despite it all, 80% say they feel confident making informed decisions, though they admit to second guessing along the way.

๐—›๐—ผ๐˜„ ๐—ฆ๐— ๐—•๐˜€ ๐—”๐—ฟ๐—ฒ ๐—”๐—ฑ๐—ฎ๐—ฝ๐˜๐—ถ๐—ป๐—ด:

โœ”๏ธ Seeking professional advice: 1 in 3 want more guidance on cash flow, planning, and taxes.
โœ”๏ธ Building resilience through self-care: Yes, 30% say a good nightโ€™s sleep makes them feel more confident as leaders.
โœ”๏ธ Staying lean and strategic: Tightening expenses, rethinking pricing, and staying close to the customer are top priorities.

๐Ÿค” ๐—–๐—ฟ๐—ผ๐˜€๐˜€๐—น๐—ถ๐˜€๐˜๐˜€’ ๐—œ๐—ป๐˜€๐—ถ๐—ด๐—ต๐˜:

The reality is that many of these โ€œsurvival-modeโ€ SMBs are still buyers, but theyโ€™re just more selective, more focused, and more cautious.

If you reach them early (๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜ฌ: ๐˜ฏ๐˜ฆ๐˜ธ๐˜ญ๐˜บ ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ฆ๐˜ฅ ๐˜š๐˜”๐˜‰๐˜ด) and align your messaging to:
– Help them manage costs,
– Navigate policy change, or
– Streamline operations
โ€ฆyouโ€™ll be far better positioned to earn their trust and long-term business.

Crosslists Data can help you find those businesses at the moment of formation. A time when relationships are still fluid and theyโ€™re open to new vendors, platforms, and advice.

โ“ Are your customers feeling confident, cautious, or a mix of both?
Let us know how you’re seeing this show up on the ground.
Professionals focused on information management and digital transformation often engage with AIIM: https://www.aiim.org