Market, Scale, Grow: Facebook Ad Marketing Strategy for Teacherpreneurs

190 | A Checklist to Prepare for 2025

• Jenzaia • Episode 190

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As the year draws to a close, it’s really easy to forget some of these small tasks.  So I complied a checklist of all the things I'm doing to prepare for next year and make my life as easy as possible in such a chaotic time.

In this episode of Market, Scale, Grow,  we'll chat about...
✨ things to do in your email service provide
✨ organizing your Gmail and Google Drive
✨ content and metric audits to wrap up the year

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Speaker 1:

It is the last podcast episode of 2024. I am going to be taking a couple weeks off and coming back mid-January with some new energy, some new vibes and just really excited about taking a couple weeks off to be with my family and to rejuvenate after a crazy year. This episode, I'm just going to give you a bunch of ideas, thoughts, things that I'm doing to wrap up the end of the year, prepare for 2025. So they're in absolutely no particular order, just what they came to my brain and I wrote down on the paper. So here we go. Number one download your CSV file. Remember you do own your email list, but only if you actually download the list. If you leave it on Flowdesk or ConvertKit or whatever program you're using, then they still are the ones who have control over it. If ConvertKit shut down tomorrow, which I don't think it's going to. Also, I just remembered that it's now called Kit. If Kit closed tomorrow I just remembered that it's now called kit If kit closed tomorrow, then your email list is gone, unless you've downloaded that CSV file. So I highly recommend that you do that on a regular basis and if you haven't done it recently, make sure it's part of your end of the year to-do list Number two is to review any automations you have through your email and or ManyChat or any other program that you might be using, just to make sure that everything is still happening the way that you want it to happen, in the order that you want it to happen.

Speaker 1:

And with that, review your sequences too Any emails that are going out automatically like a welcome sequence or a thanks for purchasing sequence, taking a couple minutes to just read through them. Make sure that everything is still up to date and accurate. One time I noticed that mine said like about my son and I was like and daughter that we had two years ago, right Like. So you just need to sometimes go back in there and reread and make sure that the things still accurately reflect your new life and the growth that you've made over the past three, six, nine months, whatever it's been since the last time you reviewed it. And then my last thing that I recommend you do within your email is to do a list scrub, which is where you attempt to re-engage cold subscribers. As cold subscribers anyone who has an opening email in like three to six months. So try and re-engage them with a couple of emails and if they still show no interest, then remove them from your list. This is especially important on platforms where you're paying per subscriber, because you don't want to be paying for someone who isn't opening your emails. It's also just kind of kind.

Speaker 1:

People's email inboxes are really really full. There's a lot of clutter, there's a lot of emails that are coming in, and if they're not opening your emails, you don't want to add to that clutter, right? So just unsubscribe, get rid of those people so that they're not costing you, and when they are in the right time of life or phase of business or whatever it might be, they'll come back. And then what should we do next? Oh, okay, so I wrote down Gmail folders. I know that they're not technically called folders, but I don't really know exactly what they are. Tags maybe. I use them a lot. I filter everything. I try to, and in less busy seasons of life I'm really good at it. In more busy seasons of life I slack a little bit, but my goal is for a specific sender to only end up in my inbox once, because I create a filter and then they have a designated folder that they go into. So, for example, I have one that's called notifications. Pretty much everything goes there. If you're not a client email and you're not a receipt, it goes to the notifications. That way I know it's important. I don't have to unsubscribe and when I have a chance I can go through all those notifications.

Speaker 1:

Receipts, like I said, go into a receipt folder. I typically don't need to look at those. I know that the costs are what they are, so I can just mark them as read Client folders. Anything that comes from a client immediately goes in their folder and when I open my inbox I know that those are the most important emails that I need to open right away. This helps keep my inbox clear so I don't have a lot of extra emails coming in there. I'm just like floating around where I have to figure out like how important it is. The filters allow me to instantly see if it is essential that I look at it right now like client emails, or if it could take a like lower priority or even like a non-priority. So highly recommend you take a look at that. Consider starting filters.

Speaker 1:

The other thing with my Google folders or, sorry, gmail folders that I do do is I have a receipt folder for each year. So at this time of year I start to think about like for next year. I will move everything that's currently in my ongoing or receipts folder into the 2024 folder and then, once 2025 starts, all of those receipts are for the next year and so that keeps it really really clear and organized and I don't have to reset any of the filters. I just move all of those emails that I've been collecting for the last 12 months, move them out of that default receipts folder into the 2024 receipts folder. I also will go through my Google Drive and look at my folder archetype or structure I don't know, I don't really know architecture, I don't really know what to call it, but like how my Google Drive folders are structured to help me stay organized and just make sure that, like, current clients are in the current client folder and past clients are in the past clients folder and all of those little kind of movements have been done, and make sure that random docs and random slideshows and all those random documents that I open up are filed under some sort of folder, just like leave them in my drive like the base one, and sometimes, if I'm really slacking, I will get like hundreds of random files just like sitting there and then I can't find anything. The search feature is really really great, but I often will find it easier for me to find something in the appropriate folder than try to remember what that thing is called. So that's one of the things that I'll be doing is just organizing and just making sure that my Google Drive folders are all well organized and my Gmail folders are all well organized and that the filters are properly set up there.

Speaker 1:

And then the last thing and this is probably already on your list, but just kind of audit things looking at the numbers, the data review, sales metrics what was the retention rate of clients or what was the churn on your membership? How many sales calls did you do? How many sales calls were successful? If you are more of a product-based business, what was your average cart value? How long are clients staying with you? So what is the lifetime value of a product-based business? What was your average cart value? How long are clients staying with you? So what is the lifetime value of a client?

Speaker 1:

Calculating some of those things to help you make decisions about you know is this working or is it not working? Another piece of the puzzle, like is it working or not, is a content audit, looking at the different platforms you're currently on and deciding is this type of content working and helping me achieve my goals? And then if you're like, yeah, well, yes, instagram is working, getting even more like micro and saying which type of content on Instagram is helping me reach my goals Is it my reels, is it my carousels, is it my stories? Like, where can I double down which types of reels are really working, which types of stories are really working? So you can double down on what's working going into 2025 and kind of pull back from what is not working.

Speaker 1:

In the last year, how many leads I brought in, how many sales were there so I can do a year-long lead cost calculation and then a year-long return on ad spend calculation. These numbers are never ever going to be exact or perfect, but it's just good to have a general idea of where are ads working, what kind of results were we getting? Is this somewhere where we want to continue putting our money and I am an ad strategist but the answer might be no. I love Facebook ads. I think they're one of the best places that you can put your marketing budget, but it just might not have worked. So I hope that some of these ideas have been helpful.

Speaker 1:

I'm going to quickly just read through the list again. I hope some of them are helpful and that you can take them and add them to your own end of the year checklist just to, like, get the nitty gritty, small things that we don't think about, we don't do often enough. Get them off of your list. And then some of these are bigger ones that you know are really, really important and can change the complete direction of our businesses, and so you might want to also add them in and, you know, block off an afternoon to do it. So again in hopefully the same order download your email CSV file, review your automations and any sequences you have in those emails or many chat to make sure that they're still accurate and up to date.

Speaker 1:

Re-engage cold subscribers and then scrub your list. Get them off your list If they don't want to be there. You don't want them there. Subscribers and then scrub your list. Get them off your list If they don't want to be there. You don't want them there. Go into Gmail, your Google Drive, wherever else your storage is. Make sure that your files and your tags are well organized, they still make sense and that everything is where it's supposed to be.

Speaker 1:

Reconcile your budget. Get all of your receipts in order, make sure that they're in one place, easy to find, so that when tax season comes, you're not stressing about it. And then do your audit, your content review, sales review, like your marketing budget review, like all of those things. Where did you spend your money and how successful was it? Are you going to keep doing it or not? Thank you so so much for being here throughout all of 2024. I hope that you have a wonderful holiday season, no matter what you and your family are doing and what you're celebrating and all of that, and I will see you. Well, I'll be back in your ear in 2025. Have a wonderful, wonderful end of your year.