The Ultimate Monthly Business Checklist

Grow a Business, Running a Business

Every month I like to take a few hours to get a good overview of how my business did in the last 30 days. This has helped me really step into a CEO role and understand my areas that need improvement, as well as the areas that performed really well.  

To make this process as efficient as possible, I created a checklist to quickly go through. I shared this on Instagram and had a lot of you guys reach out for more questions! So, here we go.

Review Your Finances

Do you find yourself avoiding your bank account so you don’t have to see how much money you have? I’ll be honest, I used to do this so much and just basically had the mindset that if I didn’t check, nothing was really going on. But what this leads to is not having a full picture of how your business is performing. 

I personally use a spreadsheet on Google docs and Quickbooks to track all of my finances. Every week I log my transactions and then at the end of every month I look at my spending and my savings!

Connect with Clients/Customers

Have you ever had a client who you really never need to hop on a phone call with and then one month they just decide to cancel your contract? Believe it or not this happened to me a few times in the early stages of my business. I would never talk on the phone with my clients if I didn’t need to because I was scared of phone calls. 

But what would happen is I would assume everything was okay and continue working, then one day the client cancels because they weren’t satisfied with x,y or Z. I would always be SO taken back and not sure what happened. 

I could have easily avoided every instance of this if I had taken more time to check in with my clients to see how they were liking their work and relationship with me. 9 times out of 10 clients will cancel if they feel like you don’t care about them. 

So, try to schedule time at least once a month to check-in and make sure that everything is okay and if they want changes to be made, processes to be different, etc. 

Talk to Advisors

Do you have advisors or mentors? If not… WHY!! Advisors and mentors don’t necessarily have to be a business coach, they are someone who can give you advice and new information. I personally have a few business mentors outside of the female entrepreneur community who are in totally different industries. 

I like to check-in at least once a month to discuss my business and maybe any industry updates, changes, etc. All of my business mentors I found either through LinkedIn or people I have worked with in the past. I encourage you to take a look at your network and build strong connections with those who have more experience than you! 

Evaluate Website Traffic

Google Analytics is such an undervalued tool that I don’t see many of you ladies talking about because it’s not *cute*. But having Google analytics tied to your website allows you to evaluate website traffic and understand user behavior on your site. For example, in the last 7 days, I’ve had 12 people look at my coaching page alone. 

This helps me understand that there are a decent amount of people heading to that page to take a look at what I have to offer. I also look at the bounce rate, which lets me know if people are staying on my website for a long time. If they’re not, then they probably aren’t finding my website to be relevant or it loads slow. 

All of this data is extremely necessary to make changes in your business that ultimately lead to your success. I encourage you to have a website set up, as well as the free tools provided by Google to track data!


The last thing on my checklist is to take time out of my month to network. I network on Facebook, Instagram, and LinkedIn. I try to network with a variety of people, not just those who could be potential clients. Through networking, I’ve had the opportunity to make friends, learn new skills, and have investment/business opportunities come my way. 

In fact, my opportunity at Hourful was because I had connected with my co-founder on LinkedIn and he saw one of my posts! You’d be surprised what 1 hour a week of networking can do for your professional career. 

As I say over and over again, it is so important to step into a CEO role if you want your business to succeed. By following my monthly business checklist you’ll be able to take control of your business and be the CEO you need to be!

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