Business Goal Tracking for Week 8 of 2022

In February 2022, I set three overall monthly goals and three weekly habits to help me meet my revenue and workshop enrollment goals for 2022. This is my accountability report for how I did against these goals between 2/19/2022 and 2/25/2022.

Monthly and Weekly Goals

February Monthly Goals

1. Publish the postdoc version of my annual tax return workshop
2. Create lead magnet and sales page for prospective grad student webinar
3. Consider how to expand tax products this tax season

February Weekly Goals

1. Stay on top of all communications with university clients, including creating workshop copies and financials
2. Write and schedule promotional emails and Tweets for tax workshops
3. Devote two hours to professional development

Week Overall

Another full week of childcare! And I was feeling really good about my meetings with potential clients and other various good news in my business and personal life.

Monthly Goal 1: Publish the postdoc version of my annual tax return workshop

Done as of two weeks ago!

Monthly Goal 2: Create lead magnet and sales page for prospective grad student webinar

I created a very significant sign-up bonus for the prospective grad student webinar and started on the sales page. Before next Monday, I’ll have to finish up that sales page.

Monthly Goal 3: Consider how to expand tax products this tax season

I didn’t do any work toward this goal this week. I’m going to have to bump it to next month.

Weekly Goal 1: Stay on top of all communications with university clients, including creating workshop copies and financials

I did stay on top of my replies to communications, including creating copies of the tax workshop. However, I had planned to proactively reach out to numerous clients this week, which I didn’t get around to. I also wanted to send some not-super-time-sensitive invoices, which I procrastinated. All of that really needs to happen next week.

Weekly Goal 2: Write and schedule promotional emails and Tweets for tax workshops

I completely spaced on this goal with respect to the Tweets! I only had one scheduled, and posted a couple spontaneously. I didn’t have any promotional emails that I needed to send.

Weekly Goal 3: Devote two hours to professional development

I only did one hour of professional development this week.

Goal Tracking

Annual Revenue to Date (as a percent of “Best” revenue goal):

• Advertising — 0.77%
• Community membership + tax workshop sales (individual) — 1.55%
• Public speaking — 3.78%
• Sum — 6.09%

I FINALLY got paid for my final 2021 speaking invoice this week!!!!

Cumulative Workshop Enrollment to Date (5,000 is “Best” goal): 731

Also very exciting: In addition to the # of enrolled participants above, I have a wait list going for a client with ONE HUNDRED people on it! I don’t know for sure if the will pay for everyone on the wait list, but I’m hopeful!