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How to Do an Annual Calendar Audit

April 13, 2023

I plan my time out a year in advance – while that might sound crazy, trust me when I say it’s a complete life changer! 

Now, I don’t plan out every minute (obviously…), but I DO block off times in my calendar for specific things that I know I need to plan in advance, or else they’ll never get done. 

annual calendar audit how-to

What are these things I plan out so far in advance, you ask? Honestly, I’d encourage you to keep track of EVERYTHING in your calendar; not just your business meetings and doctor’s appointments, but your mommy/daughter dates, happy hour with friends, and financial dates. 

It’s important to plan out the things that will bring me energy. That means self-care, rest, family time, you know, all the things we are tempted to skip when things get busy. But we can’t skip these essentials because they’re what keep us from burning out! 

This week’s episode walks you through how to do an annual calendar audit (looking back) and plan for the year ahead (looking forward). Bust out your color-coding, we’re getting down to business!

Here are the categories to create mentioned in this podcast:

Work

  • Development hours
  • Meetings
  • Finances
  • Marketing
  • Networking

Personal

  • Self-care
  • Relationships
  • Fun & vacations
  • Volunteering
  • Books

Listen in for step-by-step details on how to do your own audit and plan for your most abundant year yet! 

Tune in now!
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Over my 14th anniversary dinner, I caught myself saying I just didn't want any more hard. And then spent two days realizing how much energy I've wasted trying to dodge the hard things instead of trusting I can get through them. 

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Ep. 2 is out now! Avoiding the Hard 🙅‍♀️ Over my 14th anniversary dinner, I caught myself saying I just didn't want any more hard. And then spent two days realizing how much energy I've wasted trying to dodge the hard things instead of trusting I can get through them. This episode gets into grief, the anxiety that shows up even when life is good, the versions of yourself that still have a voice in your head, and learning to be the one who steps up for yourself. Business, motherhood, money, grief, the messy middle of all of it. New episodes every Wednesday. Follow so you don't miss what's next.
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We stopped making our clients choose.

Growing businesses get handed the same either/or: a fractional CMO to lead the team you already have, or an agency to run things for you. But an agency often works on its own track, separate from your people. And most small businesses can't afford both.

So we built Mina to be both. You get the strategic ownership of a CMO backed by a team to execute it. Already have marketing help? We lead them and bring the direction they've been missing. Need more hands? We bring ours.

And it flexes. Full team in your busy season, a lighter touch in the lull. Month to month, so you never pay for more than the moment calls for.

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We stopped making our clients choose. Growing businesses get handed the same either/or: a fractional CMO to lead the team you already have, or an agency to run things for you. But an agency often works on its own track, separate from your people. And most small businesses can't afford both. So we built Mina to be both. You get the strategic ownership of a CMO backed by a team to execute it. Already have marketing help? We lead them and bring the direction they've been missing. Need more hands? We bring ours. And it flexes. Full team in your busy season, a lighter touch in the lull. Month to month, so you never pay for more than the moment calls for. Lets chat about what working with The Mina Company can look like for you theminacompany.com
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Some client relationships go all the way back. @lightcenterinc  is one of them.

They were one of our very first clients, and all these years later, they're still with us. 

The Light Center is a locally operated lighting company that knows lighting inside and out. They sell lamps, fixtures, outdoor lighting, ceiling fans, and even furniture and decor. So their website had to work as hard as they do. We built it to serve every kind of customer they have, with a live chat that connects visitors straight to their sales team, a smooth connection to their ecommerce platform, and a billing portal that makes life easier for their existing customers.

They came to us with strong SEO already in place, and we made it stronger. These days we handle whatever they need, website updates, SEO, digital ads, and everything in between.

This is what it looks like when a business and its marketing partner grow up together.

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Some client relationships go all the way back. @lightcenterinc  is one of them.

They were one of our very first clients, and all these years later, they're still with us. 

The Light Center is a locally operated lighting company that knows lighting inside and out. They sell lamps, fixtures, outdoor lighting, ceiling fans, and even furniture and decor. So their website had to work as hard as they do. We built it to serve every kind of customer they have, with a live chat that connects visitors straight to their sales team, a smooth connection to their ecommerce platform, and a billing portal that makes life easier for their existing customers.

They came to us with strong SEO already in place, and we made it stronger. These days we handle whatever they need, website updates, SEO, digital ads, and everything in between.

This is what it looks like when a business and its marketing partner grow up together.

Looking for a team to grow with you? DM us or reach out at theminacompany.com
Some client relationships go all the way back. @lightcenterinc  is one of them.

They were one of our very first clients, and all these years later, they're still with us. 

The Light Center is a locally operated lighting company that knows lighting inside and out. They sell lamps, fixtures, outdoor lighting, ceiling fans, and even furniture and decor. So their website had to work as hard as they do. We built it to serve every kind of customer they have, with a live chat that connects visitors straight to their sales team, a smooth connection to their ecommerce platform, and a billing portal that makes life easier for their existing customers.

They came to us with strong SEO already in place, and we made it stronger. These days we handle whatever they need, website updates, SEO, digital ads, and everything in between.

This is what it looks like when a business and its marketing partner grow up together.

Looking for a team to grow with you? DM us or reach out at theminacompany.com
Some client relationships go all the way back. @lightcenterinc  is one of them.

They were one of our very first clients, and all these years later, they're still with us. 

The Light Center is a locally operated lighting company that knows lighting inside and out. They sell lamps, fixtures, outdoor lighting, ceiling fans, and even furniture and decor. So their website had to work as hard as they do. We built it to serve every kind of customer they have, with a live chat that connects visitors straight to their sales team, a smooth connection to their ecommerce platform, and a billing portal that makes life easier for their existing customers.

They came to us with strong SEO already in place, and we made it stronger. These days we handle whatever they need, website updates, SEO, digital ads, and everything in between.

This is what it looks like when a business and its marketing partner grow up together.

Looking for a team to grow with you? DM us or reach out at theminacompany.com
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Some client relationships go all the way back. @lightcenterinc is one of them. They were one of our very first clients, and all these years later, they're still with us. The Light Center is a locally operated lighting company that knows lighting inside and out. They sell lamps, fixtures, outdoor lighting, ceiling fans, and even furniture and decor. So their website had to work as hard as they do. We built it to serve every kind of customer they have, with a live chat that connects visitors straight to their sales team, a smooth connection to their ecommerce platform, and a billing portal that makes life easier for their existing customers. They came to us with strong SEO already in place, and we made it stronger. These days we handle whatever they need, website updates, SEO, digital ads, and everything in between. This is what it looks like when a business and its marketing partner grow up together. Looking for a team to grow with you? DM us or reach out at theminacompany.com
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At Mina, we make sure clarity isn't a luxury only big companies can afford.

We connect your ads, your website, your analytics, and your CRM so everything lives in one place, giving you accurate tracking and reporting to build your strategy on, and saving you money you'd otherwise sink into the places that aren't performing.

Whether you're a large company or small business, all our clients deserve that.

DM us or reach out at theminacompany.com
At Mina, we make sure clarity isn't a luxury only big companies can afford.

We connect your ads, your website, your analytics, and your CRM so everything lives in one place, giving you accurate tracking and reporting to build your strategy on, and saving you money you'd otherwise sink into the places that aren't performing.

Whether you're a large company or small business, all our clients deserve that.

DM us or reach out at theminacompany.com
At Mina, we make sure clarity isn't a luxury only big companies can afford.

We connect your ads, your website, your analytics, and your CRM so everything lives in one place, giving you accurate tracking and reporting to build your strategy on, and saving you money you'd otherwise sink into the places that aren't performing.

Whether you're a large company or small business, all our clients deserve that.

DM us or reach out at theminacompany.com
At Mina, we make sure clarity isn't a luxury only big companies can afford.

We connect your ads, your website, your analytics, and your CRM so everything lives in one place, giving you accurate tracking and reporting to build your strategy on, and saving you money you'd otherwise sink into the places that aren't performing.

Whether you're a large company or small business, all our clients deserve that.

DM us or reach out at theminacompany.com
At Mina, we make sure clarity isn't a luxury only big companies can afford.

We connect your ads, your website, your analytics, and your CRM so everything lives in one place, giving you accurate tracking and reporting to build your strategy on, and saving you money you'd otherwise sink into the places that aren't performing.

Whether you're a large company or small business, all our clients deserve that.

DM us or reach out at theminacompany.com
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At Mina, we make sure clarity isn't a luxury only big companies can afford. We connect your ads, your website, your analytics, and your CRM so everything lives in one place, giving you accurate tracking and reporting to build your strategy on, and saving you money you'd otherwise sink into the places that aren't performing. Whether you're a large company or small business, all our clients deserve that. DM us or reach out at theminacompany.com
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Ep. 1 is out now! 🔥 Get to know your host Erica Vander Sande and what these conversations are really going to be about. This first episode is the introduction, who Erica is as a business owner, mom, and intuitive, and the kind of honest conversations you can expect each week. Business, motherhood, money, ambition, grief, intuition, AI, identity, and all the things most of us only think about late at night. New episodes every Wednesday. Link in bio.
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