It’s a fresh year, give your business a little refresh. Schedule in some time for the following 9 activities, so you are starting your year with less mess and more focus. Your next year self will thank you! ☺️
Make a plan
No surprise with this one, having set goals and a solid plan to help guide your year is so powerful. Without a plan, it’s hard to be intentional with your time and efforts. There are lots of ways to approach goal setting for your business. At a minimum you 100% should have some revenue goals set, read more about that in this blog post.
Want access to my full system for planning my year and putting that plan into action across my business, join me for Manage Your Business With Trello.
Do a website review
A lot can change in our businesses over a year, make sure your website is keeping up. Here are a few items to review:
- All footer links-TEST your social media links (I find so many people have broken links)
- Side-bar and header items
- Blog categories (are they still relevant)
- Homepage, services page, about page, and test contact forms and buy buttons
- Make sure your plugins are up-to-date
Review your social media profiles
Same as your website, you want to make sure that your profiles are all up to date. Make sure all the information is up-to-date, update your picture if you have had updated headshots, and make sure your pinned posts are not out of date. Grab this worksheet for a full checklist.
Clean up your files!
The start of the new year is the perfect time to get your files cleaned up and organized. Your files should be organized so you can easily find your documents. Get rid of any files you no longer need, and backup your files to a cloud or external drive.
Here are so more tips on getting your digital files under control.
📋 Make it routine: As part of my monthly checklist I back-up my computer and clean off my desktop + downloads folder.
Clean up and clean out your email list
Your email marketing list needs at least a yearly review. Review all your email automations, is all the information up-to-date? Do all the links work? Do you need to update your graphics? If you have a ton, make a plan to do this in stages, starting with your welcome email sequence. Assign yourself a sequence a week to work on.
Do you have a bunch of cold subscribers hanging around? It’s time to ditch those subscribers who aren’t reading what you are sending. The new year is a perfect time for a fresh start with your list. Read this post on how to do that.
📋 Make it routine: Each quarter clean out cold subscribers.
Make your inbox a happy place
A fresh inbox will undoubtedly help kick your new year off right. Get rid of newsletters that aren’t serving you and just like cleaning up your digital files, delete folders you no longer need and get rid of old emails. Read this post for a full tutorial on how to clean up your inbox.
📋 Make it routine: Each Friday I strive for inbox zero, and make sure I catch-up and clean out my emails so I can start the week fresh.
Conduct a tools audit
Don’t let your tools lag behind in your business, you work hard, and your tools should do. Also, make sure you aren’t paying for tools you no longer use. Read more about how to conduct your tools audit here.
📋 Make it routine: I think it’s a good idea to check-in on your tools every 6 months. Plus make sure to set reminders before your tools renewing if they renew annually. You don’t want to pay for another year of a tool you aren’t using.
Reset your Editorial Calendar
Content creation is a big part of my year and takes a sufficient amount of time. If content creation is a big part of your business, then make sure it’s as organized as possible.
If you don’t already have a system for your content creations, then you need to start one ASAP. I personally use Trello to manage my editorial process + calendar; you can read more about that here.
If you have a system, review that process and make any updates needed, and reset your strategy.
You can see how my editorial calendar works with my yearly planning in Plan Your Year With Trello + learn how I set up my content bank to keep track of all my created content year after year.
Do the damn thing
You know the thing you keep saying you will tackle, maybe it’s setting up a better invoicing system, or getting your bookkeeping organized. If you have had something that keeps coming up on your list of things to take care of, do yourself a favor and go ahead and schedule in time to do it.
STOP pushing it off for “when” you have more time because let’s face it if it didn’t’ happen last year it’s likely to keep being on your list this year too.
Either set aside a day to tackle it OR set aside an hour a day for the next week or two depending on the scope of the project.
📋 Make it routine: Each month choose one item off your list of “need” to do. It might be big or small, but don’t let the same issues and frustrations keep coming up in your business week after week without addressing them. Do the damn thing!
I hope you have the best year yet!