2026 Business Goal 🎉 Setting

If you’ve been following me for any amount of time, you know my enneagram-3 heart LOVES goal setting!

Take a peek behind my strategy to setting goals for the new year to make it your most profitable and impactful year yet!

In this video, I’m sharing how to set strategic, money-making goals that actually move the needle in your business. Plus, we’ll break down a simple content plan designed to attract clients, generate leads, and grow your revenue. Whether you’re a seasoned entrepreneur or just starting out, these actionable tips will set you up for success.

Want to know what planners I use for my business?

Unpopular opinion, you don’t need anything fancy! Here are 4 planners I have used in the past (all under $15) and they have helped me stay consistent and accomplish my tasks.

• Weekly & Monthly Planner
• The Very Busy Planner (Amy Knapp)
• Blue Sky Weekly Planner
• Bloom Daily Planner

(video created last year, but I do a similar process every year)

Step 1 – Analyzing Your Business Performance 📊

In my previous goal setting video in this series I chat about if I crushed my 2024 goals or not. I spill the tea on Goal Setting & Planning for 2025 so don’t miss that video first! But in this video we are going to dive in to how to set strategic, money-making goals for the new year which include surveying your audience and looking at your metrics.

Step 2 – Set Goals

In the past, I have used the Cultivate What Matters Powersheets goal setting method (learn more about How I Set My Goals HERE). If you are a goal setting lover, you will LOVE this method.

If you prefer a more quick approach, here are 3 areas of business to set goals in that will lead to growth!

Step 3 – Long Term Organic MARKETING STRATEGIES/ Lead Generation:

• 2 blog/ YouTubes a month
• Pitch to be on other podcasts (or guest blogger) 2 times a month (look for entrepreneurs who serve a similar audience as I) and then send them to my evergreen webinar (How to DIY a website THAT MAKES SALES in a weekend; for the non-techie biz owner who needs a website like yesterday)
• 1 Bundle (paid or free) a quarter (to grow email list) – related to web design and on back end I invite them to watch my free training
• Freebie swap with 2-3 people every quarter (say “over the next quarter let’s promote each others freebies”)

Step 4 – Business Investments

I hate investing in my business because I don’t trust myself (working through it in therapy OKAYYY), but since beginning in 2018 I have forced myself to invest in 1 thing that scares me a year.

Want to know what I invested in that did NOT produce a ROI in 2024? A CASE STUDY ON MY BIGGEST BUSINESS INVESTMENT EVER.

• Put ad dollars behind my webinar (but first I need to see at least 2 sales on evergreen)

Step 5 – Build Your Community

• Create Facebook Community (my goal this year is to revive my Facebook group Showit & Squarespace for Creatives)
• Join Mastermind
• Attend a conference

Step 6 – Implement New Projects

Each quarter I launch something that is NOT my service. Although it is great to continually talk about your money-makers, if you want to grow you need to be trying new things so each quarter I focus on re-launching a course or launching a new product. Here’s my plan for 2025 launches (2026 will be similar, but instead of a Live Launch of Beyond The Template, I am doing an affiliate launch for Drop Cap Design’s Branding Program The Brand Edit):

• Q1: LIVE LAUNCH in FEBRUARY (Beyond The Template Course + Bonuses)
• Q2: Paige Brunton – Square Secrets Business –  March 17 to April 8 // CREATE MY Website In A Day COURSE as a BONUS (Beta)
• Q3: LAUNCH in SEPT = Black Friday Kit (Dolly DeLong, Mara Kucerik, and I have big plans to up-level this!)
• Q4: Launch Black Friday sale of Squarespace SEO Course

Here’s a peek into my 2025 blog/ YouTube calendar (2026 looks the same)

If you have no idea where to start with all of this, ask your audience! Here is a recent poll I added to my email as well as a more in-depth survey (which they got a resource if they completed + entered to win $$$).

Queue up these blog posts about setting goals for your business next:

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