You have a dream of starting your business, but once you get into it, how are you going to avoid getting lost in the weeds?

Having some structure on the back-end of your business is really important, so in this episode, I’m sharing the small business task list that I use to manage my workflows. 

I’m taking you through what tasks you should be doing on a daily, weekly, monthly, quarterly, and yearly basis to stay on top of all the important areas of your business. 

This process will teach you how to create a workflow around each of the 8 CEOs that we discussed in Episode 2, so if you don’t know where to start when it comes to structuring your business, make sure you listen to that episode as well.

Topics We’re Covering in This Episode:

  • What a task list is
  • What a workflow is
  • Keeping track of your business finances
  • What to do daily, weekly, monthly, quarterly, and yearly
  • Streamlining your processes
  • How to manage your calendar
  • Reviewing your visibility and marketing
  • Finding systems that work for you
  • Keeping tabs on what is and is not working

You don’t want to get lost putting out one fire after another before your business even gets off the ground. The best way to make sure that doesn’t happen is to get procedures and workflows in place as early as possible. 

I hope this episode helps you start organizing your business and getting things under control, especially if you’ve been overwhelmed by your day-to-day tasks.

Don’t forget to grab the task list that lists everything that we’re talking about in this episode so you can have something to refer back to.


Resources Mentioned:

Get the Small Business Task List


Where We Can Connect:

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Recent Episodes:

5: Creating Boundaries & Expectations

4: A Guide for Writing Your One, Three, and Five Year Plans as Letters to Yourself

3: Mission, Vision, and Values: Everything You Need to Know to Start Your Business


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