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2021 Business Planning

Keep These 4 Things in Mind when Planning for 2021

2020 is almost over — and we have to say, we’re not sad to see it go — but that means there is plenty to be done for 2021. This year might have had unique challenges, but you can still learn from how you performed and take that lesson with you into the future.

AgentLink is here to help you turn this past year’s obstacles into new year opportunities! We want to help you get ahead when planning for your marketing, sales, and business operations for the upcoming year. Here are four of our top priorities for 2021 planning:

Review Marketing and Sales From the Past Year

Dive deep into all of your sales and your marketing strategy from this year. Don’t beat yourself up too much, though; this year was rough on everyone. There’s a good chance the pandemic changed how your marketing and sales looked, so when you’re going over everything, don’t forget to look at the last couple of years, too.

The trends you find can help you refocus your marketing strategy, so you can work towards finding one that really works for you and your business.

You can improve upon your sales this way, too. What time a year did you do really well? What market did you sell to the best? The worst? These types of questions and trends can show where to focus your efforts. Keep up the good work on your strong suits and decide what route you want to take with your weak areas.

Determine What Worked in the Past Year and Replicate It

To keep growing your business you have to find the areas where you excel and stand out from other agents or agencies. Spend time examining what worked and what didn’t this year to help you figure out a better use of time and spending in the next year. Put more attention to the things you did in the last couple of years that really make an impact on your business. Opportunity is there, you just have to find it. With a little more effort or maybe a reconfiguration of goals and tactics, you can have more success than ever.

Find Areas to Improve Your Budget

Look over your spending for the past year and pinpoint anything that was unnecessary. Yes, there are tons of tools and software out there that can make business seem easier, but if it doesn’t help you grow your business, the expense might not be worth it. Find areas where your budget was a little too loose and refocus that spending in the next year. Look for trends over the last few years and determine what caused them.

When thinking about your budget for next year, make room for the equipment, tools, training, etc. that can really make a difference in your business. Your goal should be to do better business this year and a clearly focused budget is one path toward success.

Set Your Goals for the Year Ahead

Your business goals should always be at the forefront of your mind when you’re planning for a new year. Where do you hope to grow? By how much? What other tangible things do you want to accomplish in 2021? What goals did you not accomplish in 2020?

After reviewing your past year, setting goals can help you start off a new year strong. Have an action plan for where you want to go over the next few months and find a way to success.

We know there’s a lot on your plate at the end of the year, but preparing for next year is crucial, too. If you need some help prioritizing your marketing, working with clients, and more, AgentLink can help.

No matter what type of growth you’re looking to achieve in 2021, AgentLink can help get you there. Talk to a team member about getting started with Concierge Services today.

Filed Under: Concierge Tagged With: Business, operations, planning

Previous Post: « How to Wrap Up the Business Year Well
Next Post: Tips for Insurance Agents Overcoming Sales Objections During Seasons of Uncertainty »

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