business year review

Business Year Review: Study this year’s results to plan for the next

Inside Sales • By

I hope our posts helped you achieve success, as you hold your business year review.

I want to share my thoughts on how to plan for a banner year in the twelve months to come. I know that December is the end of the year for many companies, and while the focus is, of course, on closing out the year successfully, the real hard data on annual results will be in the latest first week in January. Analyze and use the data wisely and honestly.

Business Year Review Points

In your business year review, study this year’s results to plan for the next. Points to consider include:

  • Successes/wins
  • Losses
  • Revenue/Expenses
  • Clients closed/lost
  • Prospect/client current problem
  • Prospect/client current problem resolutions
  • What worked; what didn’t
  • Were last year’s goals achieved?
  • If yes, what did you right?
  • IF not, what did you do wrong?
  • Was your ICP for the year?
  • Did customers fit your ICP?

Once you analyze data and draw conclusions, you’ll be able to make an educated plan for the next year.

In doing so, I remind you of the ideas we shared on this platform over the years:

  1. Personalize to Get a Curious Reaction
  2. Collaboration
  3. The Beauty of the Thank-You Note
  4. Working Remotely In Summer
  5. The Value of the Conversation
  6. Best Times to Call Distinguish Yourself
  7. Keep Success Stories Fresh
  8. Secrets to Success
  9. Quite Frankly Follow Through

These are good blog posts to help you navigate and implement throughout once you develop your future plan. 

Wishing you all the best in the New Year.