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Keep your goals on track with a year-end checklist

When the current year starts winding down, it鈥檚 a great time to think about how you want to continue growing your business in the next year. It can seem like a daunting task, but spending some time getting organized up front can make the end results more attainable.

This checklist will help you plan ahead of time so you are ready to hit the ground running when the new year arrives. Once you've completed your checklist, use it as a roadmap for the year. Refer to it to help reach your goals and take your business to the next level.

Get this checklist as a PDF

Here are seven steps to help you start creating a year-end checklist:

1. Determine the level of sales you want to reach

It could be a number, dollar amount or both.

2. Establish client contact points throughout the year

Keep in mind birthdays, anniversaries or significant upcoming events, such as a retirement.

3. Continuously expand your knowledge of the products and services you offer

What's the newest solution for your clients? Are there new products or features that may help them achieve their goals?

4. Examine your prospecting process

Does it need to be fine-tuned? What kind of goals have you put around it? How many people do you need to contact each week or month?

5. Create a list of clients that are due for a review of their retirement goals

Establish a schedule for contacting them.

6. Thank clients for their business

Recognition can come in many forms, including a card, email, call and video. Use a combination to test and see what works best. Consider offering clients something of value, such as a white paper or checklist. 麻豆传媒鈥檚 offers a helpful retirement timeline.

7. Ask for feedback on the service you provide

This can be done by calling, sending an email survey or a mailed survey. You can then follow up and ask for referrals.

麻豆传媒 is here to help

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Insights on 麻豆传媒 Connect. Tips, tools and resources to grow your business by helping clients retire with confidence.