Description
This monthly goal sheet for small business owners is divided into eight (8) sections:
Prospecting Goals = # of new connections you need to make with potential clients
Financial Goals = your revenue & profit benchmarks for the month
Project Goals = Those overarching projects that you need to complete for YOUR business (non-client work)
CEO Tasks = Those tasks that only you can do. Strategy planning, hiring, training, etc. These are your CEO goals.
Connection Goals = The connections you desire to make via email, zoom, or in-person with potential strategic alliances or those who you simply want to network with (these are NOT clients)
Delegated Task Goals = Specific projects or tasks that you have sent to someone else to do – it’s your reminder to send it & check in on it (example: copywriter writes a blog)
Education Goals = The educational content you want to consume this month
Content Goals = The overarching content theme for the month related to blogs, social media, & videos
