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CALENDAR7 WAYS TO SCALE YOUR
BUSINESSto the next level
Week 1Monday
AM1. If you haven’t already done so, sign up for a
Central Password Manager.2. Spend this session locating and entering your
passwords into your Password Manager. (You will only have to do this ONCE—and it will save you hours of time, over the year, if you’re one of those who is always hunting for and re-setting passwords.
3. Print out or write your central password in your Master Business Manual—the one only seen by you and your executors, in the event of an emergency.
PM
Coach clients
Tuesday
AM
1. Take a look at your Worksheet list of systems and processes you need to document, and see which ones still need to be created:
Master Business ManualA formal Business PlanYour Mission StatementStyle guides for content and graphicsYour branding informationGuide sheets or specsFile list for important filesA copy of your Emergency Plan, in case anything happens to youBookkeeping routineOther:________________________________________________________________________________________________
2. Start compiling your Business Plan, if you don’t have one yet.
(If you want to speed up and refine this process, check out LivePlan.)
PM
Coach clients
Wednesday
AM1. If you haven’t already done so, formulate
and write your mission statement.2. Create or update your Master Business
Manual.
PM
Coach clients
Thursday
AM
1. Decide how you will document your processes:
Do it yourself
Automate it by purchasing and customizing templates
Having your assistant to this
Asking each contractor to document their particular process for your records.
2. Get them documented.
3. Place all copies in your Master Business Manual.
4. Distribute extra copies as needed to contractors or staff.
PM
Coach clients
Friday
AM
1. Review your progress this week.
2. Finish any overdue tasks.
3. Plan next week, adjusting this calendar as needed.
PM
Coach clients
Week 2Monday
AM
1. Decide on the essential flowcharts you will need for your business.
2. Decide how you will formally create workflows from now on.
Creating flowchart templates, yourself
Collaborating within a SaaS such as Creately
Creating text-based flowcharts
Creating visual flowcharts
Purchasing templates
3. Decide where and how you will share these.
4. Create important flowcharts and share with relevant staff or contractors.
5. OPTIONAL: Make a video on how to use them.
PM
Coach clients
Tuesday
AM
1. Look over the list you made in your Worksheet, regarding the tools and systems you already have.
2. Make a final decision on what systems you need to scrap, merge or replace existing systems with.
3. Make a decision on who will access these systems: Yourself, your VA or another specialist?
4. Sign up for one new system per day, and spend your session reading the documentation and working your way through any tutorials.
REMEMBER TO DOWNLOAD THE OFFICIAL MANUAL for each system.
PM
Coach clients
Wednesday
AM1. Install or purchase your editorial calendar.2. Plan your content for the month.3. Decide who will create it.4. Decide how you will create it.5. Check out Coach Glue ’s content packages,
templates and forms to see if this will be a good upscaling solution for your content.
PM
Coach clients
Thursday
AM
1. Decide what you need to outsource, and arrange for this. Ask for word-of-mouth references. Make appointments and interview contractors.
2. Decide how you will manage contractors. Do you need to join Goddess Boss Academy and provide your contractors or VA with instructions from GBA’s monthly packages?
PM
Coach clients
Friday
AM
1. Review your week. If any Calendar task is not yet done, do it!
2. Plan for next week.
3. Take a look at the outsourcing and financial calculations you did in your Worksheet.
4. Cancel any subscriptions you are not making the most of and decide how you can allocate the freed-up amount: For outsourcing or advertising?
PM
Coach clients
Week 3Monday
AM
1. Time to reassess your lifestyle. Take out your Worksheet and look at the decisions and observations you made about:
Freeing up your time
Self-care
2. Put in place – and in your calendar – a new activity related to leisure, health or other personal goals that you have always wanted to do, but never before made time for.
PM
Coach clients
Tuesday
AM
1. Work on upscaling your business presence. Go over your Worksheet exercises on deciding where you would ultimately like to fit in your market, and take steps to get there.
Arrange for your website to be refreshed. Decide whether or not – or how – you need to rebrand.
Do any remaining updates or upgrades you can, yourself
PM
Coach clients
Wednesday
AM
1. Go over your offers and products, using the completed exercises from your worksheet.
2. Either outsource product creation, or redo your offers yourself. This includes:
Repurposing products or packages in the ways you decided during your Worksheet exercisesContracting out any new formatting of old offersPlanning a new launch
PM
Coach clients
Thursday
AM
1. Today, work on completing upgrades:
To your website
To your social platforms
To products you wish to re-launch or re-purpose
PM
Coach clients
Friday
AM
1. Review week. Complete any tasks not yet done, and tie up loose ends.
2. Check out Leadpages ® and decide if you are ready to create landing and sales pages with it. (Particularly explore the advantages it offers with optimized templates and tracking!)
As an alternative, check out OptimizePress .
3. Plan your next week.
PM
Coach clients
Week 4Monday
AM
1. Continue to work on planning your new presence. Tighten brand elements. If something needs to be replaced (i.e. your profile photo), arrange for it to be replaced – or do that right now, yourself.
2. Plan out your content strategy for the year, based on how you see your new position in the market.
PM
Coach clients
Tuesday
AM
1. Purchase what you need in terms of new hardware or equipment (e.g. new video camera; lighting umbrellas, etc.)
2. Survey your followers and subscribers about your new content ideas.
3. Plan how you want to appear interactively:
Video modules to a new course or membership site
A re-launch webinar
Facebook Livestreams
Other
4. Plan and set up your upcoming live presentation right now.
PM
Coach clients
Wednesday
AM
1. Go over your advertising strategy notes from your worksheet.
2. Find out demographic data you need from your best market.
Look at your survey results from your followers.
Study competitors.
Read through back comments in Groups you belong to. (TIP: Most groups are searchable, if you input topic keywords)
Determine who your ideal client and target market is.
PM
Coach clients
Thursday
AM
1. Confirm the conclusions you reached yesterday by taking time to review your Insights and tracking data from:
Social networks
Your website
Google Analytics
Other SaaS or Apps you use or have had installed
2. Set up your Facebook tracking Pixel. (Refer to Facebook for Business: The Ultimate Facebook Marketing Guide if you need to.)
PM
Coach clients
Friday
AM
1. Review your month and complete any tasks, make any adjustments or tie up loose ends.
2. Set up your first FB advertising campaign if you are ready; or continue to prepare your new, upscaled launch funnel.
3. Celebrate by doing a Facebook Livestream! You are ready to take your business to the next level.
PM
Coach clients
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