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Step by Step Guide to Planning Your Business and Marketing for the New Year

Step by Step Guide to Planning Your Business and Marketing for the New Year

2019 is fast approaching, which means it’s time to plan your six-month marketing plan for your business. Having a clear plan where you know exactly what’s going to happen next in your business doesn’t just take the confusion away, but it also helps you manage your time more efficiently and make space to grow your business.

Here are the steps I take to come up with my six-month marketing plan — I hope it helps you come up with your own.

Step 1: Get crystal clear on what a successful year looks like for you.

Ask yourself: If absolutely anything is possible and everything you consider as success in your business will happen to you, what would a breakthrough year look like?

This is where you dream BIG. There are no limits to what you can imagine and think of, so take this time to really listen to your heart and wildest aspirations. Here are some examples:

  • A year where I will be fully booked and have a wait list.
  • A year where I will have 3,000 people on my email list.
  • A 12-month mastermind with 10 people in it.

Take the time to listen to yourself and lay out your dreams. No judgment here.

Step 2: What are you not willing to do in order to be successful?

This about what boundaries you want to set for yourself/For example; no working over the weekend and holidays, or not lowering your fees just to take new clients on. These could be either business or personal (or both).

Step 3: Declare your goals.

I like to tell my clients to not think or calculate here. I know that deep inside they already know their number. I want you to feel free to just shout it out or write it down. The point is that the number, no matter how crazy it is, should make you feel good and excited.

[Related: Strategize to Improve Your Business, Not Just to Reach Your Goals]

Step 4: Look back at what you’ve already done.

Here, you need to layout everything you did in your business this year. Check the growth and what you did to make it happen. Same for the failures.

For example, in 2016 I only had 2,000 people on my list. Today I have 3,500 emails on my list.

My average open rate in 2016 was 7%. In 2017 the average open jump to 9%. Getting these metrics can help you analyze what you did successfully to grow your list. Was it a specific offer, or maybe the the call-to-actions, etc.

Some more examples of metrics to explore:

  • The number of new clients
  • Signups for webinars and trainings
  • Attendance rate

Then, answer the following questions:

  • What did you love creating and working on this year?
  • What was not fun to create and maybe brought some bad energy?
  • What was the most profitable?
  • What was the least profitable?
  • What brought the most leads?

Step 5: Budget.

Based on your answers in step 4, here you will need to decide where the money is going to come from in the next six months. For my business, on top of having my 1-on-1 clients, I plan to host paid masterminds and group coaching.

What are your planning to do? Get specific on the revenue projection of each activity you decided to do. For example, if you decided to do a live workshop, ask yourself: how many people do you want to attend it? How much will you charge? What are the costs to run a workshop? What will be the revenue?

If you come too short in your projections, go back and play with the numbers again. You might want to get more people to join trainings and events or you might want to raise your 1:1 fees

We want to dream big, but also to make sure that it’s doable.

[Related: 4 Ways to Create Accountability Structures to Achieve Your Business Goals]

Now let’s map out your calendar.

Look at the list of all the things that you are going to make happen this year and think specifically how you will get them done. You need to plan out the time on your calendar for your promotions or campaigns, as well as concentrated time to promote everything you put on your list.

Look at your calendar and choose two weeks when you focus only promoting one thing on your list. Plan webinars, emails, or anything you plan to do to promote those services and fill the spots. The idea is to plan when you are going to do this.

Now you need to add some time to get all the marketing materials. Logos, FB ads, sales pages, etc. People tend to forget this part and then get stressed about it. This is why it’s important to lay out everything on your calendar in advance so you know exactly what needs to get done and to have it on time.

When you’re done, step back and make sure you have at least 30 days between promotions. Use this as some breathing time, otherwise you will get burned out very fast.

You can also use this time to put on the calendar all the things that you plan to for your business growth that do not involve promotions, like new branding, website redesign, recording a podcast, shooting YouTube videos, etc.

You might see some things that overlap, and that’s OK. The important thing is to see everything on your calendar and to make sure that it is doable. We are not looking for a fancy-dreamy calendar, but a calendar that you are actually going to execute.

What’s good about working on the marketing plan for your business is that in addition to planning your next six months, it will also give you some indication on your newsletter’s topics and editorial calendar, so there’s no need to brainstorm this every time you sit down to write a new article or a blog post. It will actually save you a lot of time and give you a direction as to where you and your business are heading.

It’s time to plan, act, and grow your business!


Sarit Lotem is a web design and marketing expert, an Amazon bestselling author, and public speaker. Sarit is the owner and CEO of where she helps business owners and entrepreneurs who are looking to position themselves as the expert in their field to grow their business with systemized, powerful and beautiful website and online presence. 

Have more questions? Follow up with the expert herself.


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