With only a few weeks left in 2013, things are starting to slow down. You don’t have to be one of those. Now is the time to clean everything out from this year and prepare for the next. Don’t put it off until January!
Get organized – Messy desk? Office filled with boxes and files? Take the time to put everything in order now, so you have it ready when January approaches. Throw out the junk you’ve been meaning to get rid of all year. Clean up your client files and get your contacts organized.
Find top prospects – Had your eye on a few potential clients this year? Make a list of them all and find out how and where to contact them. Once all this information is set up, all you have to do is reach out in 2014. If you’re feeling extra proactive, go ahead and schedule a meet with them for some time in January.
Budget – No one wants to start thinking about budgets for next year, but now really is the time. Are there big projects you know you’ll be getting into? Spend a little time figuring out the costs you can afford and are willing to take on. Also take time to sort your budgeting from last year and start preparing for taxes.
Reflect and project – Look back on what you’ve done in 2013. What worked and what didn’t? Reviewing helps you learn and adapt your efforts to be more successful. This also gets you dreaming about what you want to accomplish next year. Think about potential goals you want to set for the upcoming year.
Don’t let the approaching holiday season put your mind on an early vacation. Buckle down and focus on this end of year planning to help your business get ready for 2014. That way when it gets here, you’ll be able to dive right in!
What else helps you prepare for the new year?
Three Point Marketing offers marketing support for professional service providers such as financial planners, attorneys, and accountants.