Now is a great time to look back on your 2023 business year. Get a head start on 2024 with our Business Action Items & Marketing Initiatives checklist. Set new goals for the new year and try something new with your Marketing! Download our Year-End Checklist

Year-end Business Checklist

• Review Last Year's Revenue Goals
• Run Year-End Financial Reports
• Update Employee & Payroll Info
• Update Vendor Files
• Conduct Inventory Audit
• Backup Your Computers/Database
• Consider your Staffing Needs for 2024
• Create a list of your Business Accomplishments and take a moment to celebrate how far you have come

Year-end MARKETING checklist

• Audit your website. Click all links, check all your forms, make sure all is working.
• Audit Social Media. What platforms are you serving your business? What posts worked well? What didn't?
• Plan Events to Attend in 2024
• Update Event Signs: Pop-up Displays, Tablecloths, Promotional Productions
• Audit your Competitors. Look at their websites, Social Media, Ads, Reviews
• Evaluate Marketing Budget from 2023 and set for 2024
• Create some content to start 2024 strong. Blogs, Articles, Case Studies (don’t be afraid of ai!)
• Evaluate your storefront. Do you need updated hours? New Window Graphics? Does your sign need servicing?

Set 2024 Business Goals

When setting business goals for the new year use the 50/50 rule. Half of the goals should be attainable and the other half of the goals should be "shoot for the moon" type of goals. This approach aims to strike a balance between setting realistic, achievable targets and pushing yourself or your team to reach more ambitious objectives.

Set 2024 Marketing Initiatives

Setting effective marketing initiatives involves a strategic approach to promote products or services, build brand awareness, and drive business growth. Evaluate what worked well in the past and how you can recycle and reapply it in 2024. Test out a new method of advertisement in 2024 to see if it has a potential for an untapped market or to know that it won't work for your business.

Print out our downloadable checklist and keep it in front of you all year long to remind you of your goals and direction. Download our Year-End Checklist