Monthly

Monthly Tasks
Monthly Tasks are the anchor points that keep my business running smoothly and strategically. This section outlines the key actions I complete each month to stay consistent with lead generation, client communication, marketing, and personal accountability. These are the big-picture check-ins—the moments to review progress, reset goals, and prepare for what’s ahead. From updating my database and reviewing market stats to prepping content and tracking business metrics, these tasks ensure I’m working on my business, not just in it. A strong month starts with a strong plan—and these systems keep me focused, organized, and always moving forward.