Review This Year’s Performance
- Evaluate financial goals: total revenue, profit margins, and top-performing campaigns.
- Assess key metrics: leads generated, conversion rates, email list growth, and traffic sources.
- Analyze marketing strategies: what worked, what didn’t, and where to improve.
- Collect customer or team feedback to identify patterns in complaints or praise.
Organize Finances for Tax Season
- Gather all invoices, receipts, and statements for business expenses.
- Document affiliate earnings, commissions, or bonuses.
- Ensure all eligible expenses are accounted for to maximize deductions.
- Consult a tax professional to plan for the upcoming tax season.
Audit Your Online Presence
- Update social media profiles with current links, offerings, and visuals.
- Ensure affiliate links, contact forms, and your website are fully functional.
- Refresh outdated website content and optimize for speed and mobile use.
- Check branding consistency across all platforms, including logos and messaging.
Clean and Optimize Your Tools
- Clean your email list by removing inactive subscribers and segmenting for targeted campaigns.
- Review and update automated email sequences for relevance and performance.
- Ensure affiliate dashboard settings and payment methods are accurate.
- Organize CRM and project management tools, archiving completed tasks or campaigns.
Plan Your Content and Marketing Strategy
- Set clear goals for revenue, lead generation, and audience expansion.
- Create a content calendar with planned blog posts, emails, and social media campaigns.
- Brainstorm content ideas, such as tutorials, personal stories, or seasonal promotions.
- Refine your messaging to align with your audience’s key pain points and goals.
Revisit Your Offers
- Evaluate the performance of current affiliate products and promotions.
- Research new affiliate programs or partnerships that fit your niche.
- Plan upcoming network marketing promotions, bonuses, or incentives.
- Create a new lead magnet, challenge, or value-driven product to attract leads.
Focus on Personal Development
- Reflect on personal growth and identify areas for skill improvement.
- Enroll in a course or workshop to enhance your marketing or leadership skills.
- Schedule daily personal development activities, like reading or listening to podcasts.
- Engage with mentors, industry groups, or mastermind communities for support.
Celebrate Wins and Set Intentions
- Celebrate your achievements from the year, both big and small.
- Choose a focus word or theme (e.g., growth, consistency, visibility) for the coming year.
- Visualize next year’s success by creating a vision board or written goals.
- Share milestones and goals with your audience to build trust and excitement.
Build Momentum for January
- Plan a New Year campaign or product launch to start strong.
- Send an end-of-year recap to your email list to engage your audience.
- Develop a daily or weekly action plan to maintain consistency.
- Set up an accountability system with a mentor, peer, or group.
This checklist will help you stay organized, intentional, and ready to hit the ground running in the new year. Print it out, start checking off tasks, and take pride in your progress!