Preparing for a New Year

1) Revisit processes - where do we have bottlenecks?

2) Revisit clients - with whom do we want to continue working and who should be referred elsewhere

3) Indentify capacity - have a point person responsible for client interaction and manages the process

4) Get started earlier - be proactive with communication and setting expectations

5) Plan out the year - plan quarterly meetings, marketing and content plans, corporate development and project timelines