It’s that magical time of year when everyone starts thinking about the new year and setting goals.
But before you can make a plan of where you’re going, you need to know where you are. And that’s why I’ve always been a fan of creating yearly reviews.
Today I’m going to walk you through my new and improved way of creating an End Of Year business review, so that you can do yours without any guesswork of what exactly should be in it!
It will take you about 1 hour to complete the review.
Each question is listed below, and I’ve added some of my own answers in case you’re curious to see behind the scenes of my online coaching + courses business!
Top 2023 wins - Here is where we start thinking of what went well because we want to start this planning session off with positivity.
I posted consistently 5x a week on Instagram. I developed boundaries on Instagram and followed people who made the app feel fun to open again. I set up a content batching system which made being consistent WAY easier. And I gained course sales, clients and over 1000 email list subscribers from Instagram!
Top 2023 challenges
Procrastination: I started leaving things til the last minute. Especially this podcast. Here’s what I started doing to break that habit: I began breaking tasks down into baby steps. The smaller, the better. I also stopped overestimating how much I could get done in a day, which helped me procrastinate less because I no longer felt like avoiding my todo list and the feeling of “being behind” that it gave me.
Good/Bad Habits
Bad:
Good:
Daily gratitude
Daily walk, 4000 steps
How did I feel for most of the year?
Top 3:
Top 3 best selling services/products
Top 3 sources of sales/clients
Top 3 sources of email list subscribers
Yearly Stats
Yearly revenue:
Yearly Expenses:
Yearly Take-Home Pay:
IG following:
IG weekly posts:
Email List:
Did I achieve my revenue goal & how does it compare to previous years? If not, what fell short?
Growth Tracker Review:
How many leads entered my email funnels each month? How many leads converted to sales each month?
Funnel 1:
Average # of monthly leads:
Average monthly sales:
Average monthly conversion rate:
Did my team members make a profit?
Team Member:
Role:
Profit for the year:
Productivity Review
What boosted productivity?
What hindered productivity?
Any schedules/routines that were helpful?
Now go through each section and see what I can take into 2024!
For me, I definitely want to keep posting reels 5x a week, IG is still no.1 source of clients
Have a set week once a month for podcasting, not just one day. It’s not enough time. Or, podcast bi-weekly instead of weekly.
How do I want to feel in 2024?
2024 Income Goal:
Expenses Goal:
Take Home Pay:
IG following goal:
Email List goal:
Funnel Opt-ins Goal:
How will I get these leads? (Max: 3 sources)
Habits to replace in 2024:
