You need to be doing this EVERY 90 days

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You need to be doing this EVERY 90 days

The 5 things you should be doing EVERY 90 Days! 

1. Create a (one page) business plan for the quarter… 


What were the goals you set earlier this year? If you were part of The Concierge Academy Strategic Planning Day – go back and pull out those notes! 

What 3- 5 Goals will you be focused on for the NEXT Quarter? 

Then add the tasks that need to be accomplished to achieve each goal, what you’re your measurable milestones, who is accountable for each task, and what’s the deadline for each task? 
2. Prepare your Tax Documents… 
If you haven’t yet organized your books, this is something you do NOT want to put off until Tax deadlines roll around. 

Whether you work with an accountant, or you do your taxes yourself, make sure you’re tracking and update ALL your numbers from Q1 so that you can move into Q2 more organized. 
You may want to look at things like: 

  • Profit and Loss statement
  • Balance sheet
  • Cost of goods sold (including beginning and ending inventory amounts, materials, and supplies, etc.)
  • Expenses (marketing, utilities, travel, depreciation, business insurance, office supplies, training costs, home-office expenses, etc.)
  • Pay-Outs for 1099-MISC

 3. Clean your Office 
Don’t you roll your eyes at me!! Haha 

You may think I’m kidding but as you’re reviewing the past quarter and preparing the next quarter… there’s NOOOO time like the present to regain your space AND your momentum! 

Purge the files, old documents, and books you’ll never use again. If you’re a student of mine – pull all your handouts and assemble into one binder. 

All those piles on the floor that you’ll “get to later” … I SEE YOU!! 

Creativity spawns chaos and yet we need calm to become creative ? 

Which basically means your office will likely look like mine – Nice and neat and orderly one day – a hot mess of thoughts and ideas all over the floor the next ? 

4. Review Your Numbers 
If you haven’t heard this from me before I want to just put a little reminder out there for you that you LEARN from what you track… 

In my Ignite Your Business 6-month coaching program I share with each of my students our tracking spreadsheet – it’s a full comprehensive excel document that we fill in on a weekly basis. 

I share all the details plus the rationale and understanding behind it and how we USE this document to pivot our efforts on an ongoing basis. 

By doing so it gives you a broad overview of what’s happening INSIDE your business every week. 

Some things we track are: 

  1. Sales
  2. Pipeline
  3. Sales Conversions
  4. Pipeline
  5. Sales Conversions
  6. Marketing conversions

If You want to be considered for our NEXT Ignite Group – you can hop on the waitlist now ( we’ll be emailing in a few weeks to have people apply to see if they qualify )
5. Review Your Pricing 
People often ask me about pricing and how/when they should raise their rates… 

There are several “signs” that it’s time to increase your rates, but one of the things I know to be true is that it’s imperative to get yourself OUT of a “transactional” business as soon as possible. 

Transactional businesses can not scale in the same way a “Membership” based business can. 

Wherever you are – in the “opening my doors” phase or have been in business for a decade. I always recommend looking and reviewing your pricing structure to make sure it’s still in alignment with your goals AND make sure it’s allowing you to be profitable! 

If you are still struggling with “pricing your services” – My TOP recommendation would be to invest in yourself and set your business up for success by grabbing the Pricing Training I put together for those who are tired of playing the “what should I charge?” game. 

As a matter of fact – I even updated and added a bonus training TO the course just last week –  I teach you how to STOP doing “free consultations” wasting your time driving to people’ homes and what to DO instead ( which btw saves soooo much time and heartache ) … 

If this is what you’ve been struggling with, you can access that training here:
Part of building a profitable business is being aware of where you are and where you’re going along the journey. Quarterly business planning and reviews are HOW you get there… Seriously, EVERY 90 days

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