Business Goal Tracking for Week 16 of 2022

In April 2022, I set three overall monthly goals and four 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 4/16/2022 and 4/22/2022.

Monthly and Weekly Goals

April Monthly Goals

1. Create sales page and bonus for rising graduate students webinar
2. Create and deliver rising graduate students webinar (3x)
3. Plan for 2022

April 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
4. Recite affirmations daily

Week Overall

I took Monday mostly off to figure out my own enormous tax bill to pay, so this was more like a 4-day work week. I’m feeling very optimistic about my revenue in 2022 right now based on some meetings I had this week (more below). I raised my live speaking fee almost on a whim, and it was accepted right away by the next client I spoke with! I scheduled my first live event of the 2022-2023 academic year, and it’s going to be in person!

Monthly Goal 1: Create sales page and bonus for rising graduate students webinar

I created the bonus this week, but hadn’t finished the sales page as of Saturday.

Monthly Goal 2: Create and deliver rising graduate students webinar

I finished the slides for the second iteration of this webinar by Friday, which is going to be really close to the third webinar slides as well.

Monthly Goal 3: Plan for 2022

I started into this this week by meeting with my contractors. One of them is going to expand her scope of work with me, which I’m super excited for!

I also pitched a new product to a potential client and got great feedback, including advice to increase the price point! I’m hoping this product will have a big role in my 2022 revenue.

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

Communications are slowing down, so this was easy to stay on top of.

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

I only had to do this for Monday, and I had taken care of the email the prior week. This doesn’t need to be a weekly goal after this month since I don’t need to heavily promote outside of tax season.

Weekly Goal 3: Devote two hours to professional development

No professional development this week.

Weekly Goal 4: Recite affirmations daily

I checked this off on four days out of five, I believe.

Goal Tracking

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

• Advertising — 0.77%
• Community membership + tax workshop sales (individual) — 4.20%
• Public speaking — 6.60%
• Tax workshop (institutional sales) — 4.80%
• Sum — 16.37%

Cumulative Workshop Enrollment to Date (5,000 is “Best” goal): 1,552