Before you set your goals, do THIS: 2023 Closing Duties

12/11/23 • 9 min

In this episode of "How You Pictured It," we walk through a comprehensive end-of-year reflection process, designed specifically for creative solopreneurs. As 2023 draws to a close, it's the perfect time to look back on your projects, client interactions, and personal growth to help set the stage for a successful 2024. I discuss the importance of reviewing the past year, understanding customer feedback, analyzing returning clients, and finding the right balance between work and life. We also delve into optimizing your systems, financial review, and the role of education and development in your business growth.

In This Episode, You'll Learn:

How to conduct a meaningful review of the past year's projects, including what worked and what didn’t.
Strategies for gathering and using customer feedback to improve your services.
The value of analyzing returning clients to understand successful client relationships.
Practical tips for achieving work-life coexistence and setting effective boundaries.
Ways to review and update your business systems and processes.
The importance of a financial review and budget adjustment for the coming year.
How to identify areas for personal and professional development.
The role of networking and collaboration in business growth.

Resources Mentioned:

Downloadable list of reflective questions.
Tools for surveys and client feedback: JotForm, Typeform.
CRM systems for improving business workflows: Dubsado.

Connect with Us:

Share your reflections and insights with Kate on Instagram @dearkatebrandstrategy.
Visit the Dear Kate Brand Strategy website for more resources and support.

Closing Thoughts:
Your journey through 2023 has been unique, and reflecting on it is key to moving forward with purpose and clarity. Use the insights from this episode and the downloadable questions to craft a strategic and successful path for the coming year. Id love to hear about your key takeaways and any surprises you encountered during your reflection. Send me a DM over on Instagram @dearkatebrandstrategy Join us next week for more insights and strategies tailored for creative solopreneurs like you.

Your Marketing Field Guide Workshophttps://dearkatebrandstrategy.com/workshop

Follow Dear Kate Brand Strategy on Instagram
Learn more at Howyoupicturedit.com

12/11/23 • 9 min

How You Pictured It - Before you set your goals, do THIS: 2023 Closing Duties

Transcript

Kate00:00:14.460

Welcome back to How You Pictured It. As we near the end of the year. It's so easy to jump ahead and start thinking about goals for 2024. But before we do that, let's go ahead and do some closing duties on our business for 2023, let's put a recap on what went well, what needs to go better, what changes you could make, and kind of figure out what those goals need to be going forward. It's always best to look back, to see where you've come from to help y

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