Growing a business Checklist

Discover proven strategies for growing a business — from expansion planning and financial management to scaling for long-term success. Start today.

Monthly

  • Review Revenue, gross margin, net profit
  • Review Marketing KPI
  • Reconcile Accounting and review cash flow
  • Track customer satisfaction
  • Update pipeline and CRM Metrics

Quarterly

  • Review staffing needs and performance
  • Update operating procedures if needed
  • Review pricing and competitors
  • Evaluating new funding options

Every 6 months

  • Assess new markets for expansion
  • Review brand and website performance
  • Compare other business and review industry trends

Annually

  • Strategic plan and growth roadmap
  • Taxes
  • Update trademarks
  • Review long term capital needs
  • Review business insurance needs
  • Meet with your Business Advisor

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