5 “Dates” to Take Your Business On Each Month

We want to keep the momentum going in our businesses - without burning out.

We want to build consistent practices to nurture and tend our business. 

You don’t need to do ALL THE THINGS all the time. However, these are 5 monthly practices to include because they keep consistent, sustainable movement in your business.

So right now, schedule these 5 dates on your calendar for the next month.

1. Finance Date: Make a date to reconcile your books, review your cash flow, pay yourself, make your investments, and rebalance your cash to “profit first” buckets. I do this for both my personal and professional accounts. It’s a lot easier each month and keeps me from anxiety around my taxes. Profit First Buckets include Operational Expenses, Taxes, Personal Pay, Investments, Profit.

2. Visibility Date: Do you have a forum each month to teach, connect with your community or be otherwise visible and interact with potential clients? Show your expertise and interact with your current community and new faces. Examples could include events on your stage like webinars/master classes, coffee chats, or workshops. This could even be dinner parties or coffee dates. OR, can you get visibility on another’s stage? Pitch yourself on podcasts, seminars, or speaking engagements.

3. Life Admin Date: One weekend a month is my “admin” time for my life. I do a big staples shop at Target/Costco, deep clean the house, and we plan out our family’s personal calendar. That way, we consolidate our trips out, make sure we have the staples at all times, and avoid big mishaps when we over-schedule or have conflicts on the personal side.

4. Pleasure Date: With a partner, a friend, or just yourself, book time for something deeply pleasurable. A date, a massage, a hike... just away from your screen! It’s so easy to get caught up “in the business” that we forget to block out time for what makes life joyful. These can range from free and quick or a weekend splurge depending on your time and budget. The intention to pleasure and joy is what matters.

5. Grounded Planning and Reflection Date: In my planning date, I schedule the next one! I block a morning to grab my journal, a cup of tea, a quiet spot and reflect on the month that’s passed and plan out the month to come. We plan out our goals and commitments for the next month, our dates for the next month, and create our content pillars. All of which should fit within our capacity because we review our calendar and place these milestones on the books.

Which dates do you need to put on your calendar?