Monthly Archives: December 2016

Tackling the Year-End To-Do List

The end of the year can get very overwhelming. You are constantly thinking about all the stuff that needs to get done by the end of the year. Not only is it a busy time in business it’s a busy time in a personal life. The holidays are wonderfully fun but at the same time can be terribly stressful. So what’s the best way to keep it together?

Make a year-end to-do list! Take a few minutes out of your day and write down all the things that need to be done by December 31. Include everything – turning in expenses, buying gifts, mailing cards, meeting with 12 clients, annual office party, little Johnny’s holiday concert – whatever it may be – if it needs to be completed or attended by the end of the year – write it down!

Once you have a complete list really give it a once over to be sure that all of these items MUST be completed by the end of the year. Sometimes we get ambitious and try to do too much. The list should include only those items that are either necessary or top priority to be completed by December 31. Remember, there are only 11 days left in the year and we have Christmas in there, too.

Now that you have a final list, add everything to your calendar. You may have to get up a few minutes earlier each day or go to bed a few minutes later each day to get your list completed but it’s a small sacrifice to pay to feel less stressed, less overwhelmed and less anxious. You want to enjoy the holidays!

Putting your to-do list in your calendar should be something you start doing all the time. It keeps you more organized, you are less likely to forget something and since it’s in your calendar you won’t be worrying about forgetting it. Your calendar is your friend. I put all sorts of stuff in my calendar and if I have a rare slow day I look ahead in my calendar to see if there is anything I can complete early and remove from future dates.

At the end of the day if you are still overwhelmed, stressed and frustrated it may be time to either:

A) Take a good hard look at what it is you want out of life and how you want to live it. Are you still living your life with purpose and passion? Or have you become a frustrated, stressed mess most of the time? Sometimes things just aren’t working anymore and it’s time for a change.


B) You still love what you do but you just need help. So hire some help. There are so many talented individuals out there who would love to help you meet your goals. Chances are they can do the tasks in less time than it takes you because they aren’t dealing with your distractions. Invest in your career and/or business and regain the time you want to do more of the things you enjoy.

No matter what you chose make an effort to start out the New Year in a better place! It’s what you deserve.

Merry Christmas & Happy New Year!

Plan for The Best January Ever!

Let me paint you a picture. It’s New Year’s Eve and you are celebrating the excitement of the new year with your friends and family. You are relaxed and enjoying the moment, you don’t have a care in the world so that night you have the best night’s sleep you’ve ever had. Why? Because your January is booked. You can enjoy New Year’s Day because you know that when you head back to work – your January is full of amazing appointments with people who want to get a great start to the year – just like you.

I realize it’s in a lot of people’s nature to slow down for the year. They want to relax and enjoy the holidays but we still have some good selling days left to finish out 2016 and we still have some good booking days left to book out January. Imagine how awesome you’ll feel over the holidays when you know that January is going to be amazing. Then you truly can relax.

Remember the old adage – work hard, play hard? Life is about balance. You need to work hard to enjoy the down time and you need the down time in order to feel good about working hard. Too many people start sloughing off about now and they get caught in the vicious cycle of stress and anxiety in January when they are scrambling to make something of their calendar.

I have always taught my children that if you work hard now your future self will thank you. And it was music to my ears when my 16 year-old child said to me the other day, “Mom, I want to save as much money as I can now for college because I know my future self will thank me.”

If December is going to be a slow month no matter what than work hard in December to build up January. When your future self enters 2017 with a full sales calendar you’ll be even more excited about the new year and you’ll be more inclined to have the foresight to continue to plan ahead.

I’ve made a living helping sales professionals get info front of people and every year I have new clients coming to me in December to hire an assistant to help them get a jump start on January. They want to relax and enjoy the holidays and they are busy now with year-end tasks yet they know how important the new year is.

It’s no secret that planning for tomorrow today can get you far in life – and it’s no secret that you should be spending December focusing on finishing out the current year with a bang while also preparing to start the new year on fire!

We don’t expect you to do it alone. We are here to help if you need it. And if you don’t, we still wish you all the luck and success in the world.

Merry Christmas, Happy Holidays & Happy New Year!





A Fresh Start for Your Business in 2017

The great thing about a new year is the opportunity to feel as though you can get a fresh start. We can continue to work hard for the rest of December to reach our year-end goals as well as plan for an excellent 2017.

It’s time to reevaluate your business and your goals to get a clearer picture of what it is you are after for next year. Here are a few simple things you can do to start moving in a better direction for 2017.

  1. Evaluate where you are making your money.
  2. Evaluate where you are spending your time.
  3. Now look at the two above and decide are they related? Are you spending the bulk of your time on the very thing that is making you the most money? Or did you just realize you are spending a ton of time on something that isn’t making you any money? Maybe it’s time to shift your focus to the products and services that are your bread and butter.
  4. Simplify! I know so many people who offer 10 products/services and only make money on two of them – maybe it’s time to focus on the two that are making you money and forget about the rest.
  5. Who is buying your products and services? Have you sat down to figure out who you are actually selling too? Focus on those type of people. I know a business owner that spent a ton of time and money marketing to the wrong group of people. When they finally sat down to figure out who was buying their products they were shocked. As soon as they started marketing to the right people they doubled their business.
  6. Evaluate where you are spending your money. Again, this can be a real eye opener for someone who is not paying attention. A friend of mine was spending tons of money on Facebook ads only to realize six months later that all of her clients were coming from her free Twitter account. Make sure every dollar you spend is well worth it.
  7. Consider – what is bringing you joy? What are you passionate about? Maximize your efforts in these areas.
  8. Consider – what is causing you stress? What are you overwhelmed by or hate doing? Think about whether or not you still need this for your business to be successful and if so, consider outsourcing it. Or if it’s something that you no longer need to do than get rid of it. Sometimes we have the best intentions and things don’t work out and it’s okay to let it go.
  9. Make a plan! Now that you’ve had some time to evaluate your business and where you are making money, where you are spending your time and money, and what brings you joy create a plan for 2017.
  10. Enjoy the holidays and the time with friends and family! You can have all the money, success and material items in the world but at the end of the day is it really worth anything without your family or friends to share it with? Merry Christmas and Happy New Year!