Your essential 7-step checklist

To help you maximise your time (and results), we’ve created a simple 7-step checklist for you to follow.

Starting immediately, you need to:

  1. Sit down and look at your management reports
    Specifically, you need to be scrutinising your profit and loss account – so that you understand what your sales are, what your costs are and what your profit is so far. Is each of these figures ahead of or behind what you were hoping to achieve this year?
  2. Examine sales figures
    Probe deeply to really understand where your sales have come from over the last year. How is that different from the previous year or, better still, 2019 (a more ‘normal’ year to compare against)? Ask yourself: “What do I want/need these sales figures to be?”
  3. Create a sales forecast for the next 3 and 6 months
    What’s that sales situation likely to look like, based on current performance? Is it what you were planning/hoping for – or what you need? If not, why not?
  4. Give yourself some thinking time
    What are all the things you can do today that might impact on your next quarter’s results?
  5. Prioritise, then act
    Prioritise the top 3 things you have to do to optimise business performance in the next 3 months – and get going!
  6. Measure your results
    Be sure to measure your results against your required outcomes at regular intervals – to help keep everyone on track.
  7. Repeat for your costs
    Once you’ve worked through these steps and set your desired course of action in motion on the sales side of things, you need to do exactly the same with your costs too…

What are you waiting for? Get started today to get your business in the best possible shape to get 2022 off to a flying start.

If you need a helping hand with any aspect of this (or even some accountability), we’re here to help – so just get in touch.

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