Retention

Any activity that keeps clients happy and around. This includes upselling your existing clients. The reason why upselling your clients falls into retention is because we want you to have more clients and not just rely on a few for revenue since it puts your company at risk. 

Examples: 

  • client work
  • upselling existing client

Systems

Any activity that helps you scale your efforts so you can save time and make more money. 

Examples: 

  • setting up CRM
  • onboarding
  • employee handbook
  • scheduling system
  • setting up an accounting system
  • setting up marketing automation system
  • meeting with your team

Sales

All activity dealing with qualified prospects. 

Examples:

  • sales calls
  • follow up emails

Marketing

All activity generating leads. 

Examples:

  • social media
  • webinar
  • networking
  • search
  • email ads
  • speaking

Well Being

All activity that keeps you sane 

Examples:

  • exercise
  • meditation
  • walks
  • etc.

Other

Everything that doesn't fall into the above categories. Just because an activity is "Other" doesn't mean that it's not important. Bookkeeping, accounting, research, and planning are critical business functions. However, they don't directly drive revenue and should not be taking up most of your time

Examples:

  • bookkeeping
  • planning
  • meetings that don't affect your business
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