It’s my favorite time of year!

I absolutely love looking back at the past year and analyzing every part of my business and then looking forward to next year and setting goals.

It’s important to create different categories for your analysis. I would start with growth in terms of your email list, Instagram followers, members of your private groups, etc. Then I would move over to basic numbers like gross revenue, net revenue, and then figure out your profit margins. I would list out all of your offers and services and see which one performed best, which was the worst and then hopefully it aligns with which you love the most and which drain your energy.

Now looking forward to 2025, it’s time to make appropriate adjustments! Set realistic goals for yourself based on the different categories of years past and take into consideration anything that you are adding or taking away. The things that are your best sellers, ask yourself if they need any updating and then plan for that. You also need to figure out if you are adding anything new and if so, will add more work to your week or will you be delegating to someone else so you stay within the boundaries of the time you want to commit to working.  Now it’s time to set your schedule!

To be able to go more in depth with you, I am hosting a free 2025 Strategic Planning workshop Tuesday December 17 at 1pm EST.  To register, click here: https://us02web.zoom.us/meeting/register/tZMlf--pqD8tE9KNRGsVar7jhVidoTRlfTad

Things I mentioned:
Birth Boss Society
https://www.hiptoheart.com/birth-boss-society-landing-page

Birth Boss CEO Summit
https://www.hiptoheart.com/birth-boss-ceo-summit

Profit First
https://www.amazon.com/Profit-First-Transform-Cash-Eating-Money-Making-ebook/dp/B01HCGYTH4

✔️ Follow Jodi Congdon:

Instagram
Website

Birth + Postpartum Professionals (Facebook Group)

✔️ Create Your Six or Seven-Figure Doula Business:

Birth Boss Society (for Solo Doulas and Agency Owners)

Hip to Heart Birth Boss Academy

✔️ From Solo Doula Business to Agency:
Hip to Heart Agency Program