Simplify Your Business Systems and Maximize Your Funnel

We’re diving deep into email marketing strategies to turn leads into loyal clients. As the year winds down and schedules get hectic, I’m thrilled to have Allison Hardy, an email funnel expert, join me for actionable tips and strategies to simplify and amplify your business.

Together, we’re working moms who know the end-of-year hustle. Our goal? Help you build a thriving business on your terms—no TikTok dances required. You’ll have the confidence to crush your 2025 goals and a roadmap to make it happen.

Why Systems Matter

In this blog post, I’m diving into systems—the backbone of a sustainable business. Systems are my jam! From streamlined planning to automation, they’re what keep the chaos at bay. I break systems into two types: the technical ones, like funnels and automations, and the planning systems that set the foundation for everything else.

Quarterly Planning: A Game-Changer

If you know me, you know quarterly planning is my non-negotiable. I’ve been a planner my whole life (which is why I created my own small business planner), and having structured preparation gives me clarity and peace of mind. Here’s my process:

1. Schedule Dedicated Time:

   • Set aside at least two hours each quarter to slow down and assess the bigger picture.

   • I bring my operations manager and husband into the process, dedicating three to four hours to brainstorming and strategizing.

2. Look Back Analysis:

   • Evaluate what’s working and what’s not. Let go of ineffective strategies, even if they were “recommended” by others.

   • Review data: Which emails performed well? Where did revenue come from? Use this to inform future actions.

3. Set Intentions:

   • Define goals for the next quarter. Align content and campaigns to these objectives.

4. Messaging Reset:

   • I create a simple Google Doc outlining client challenges and seasonal needs.

   • I note personal and client pressures—birthdays, upcoming holidays, and seasonal shifts—to craft relatable and timely content.

5. Incorporate Reflection:

   • I use journal prompts and cards to identify what to bring in, take with, and let go of. This blend of analytical and intuitive planning creates a holistic strategy.

The result? A clear, intentional roadmap for the quarter, eliminating the chaos of reactive decision-making.

Time-Saving Strategies for Busy Seasons

As the year-end rush intensifies, efficient systems become even more critical. Allison shares her top strategies to keep things running smoothly:

Automated Lead Generation

Allison relies on Facebook ads for lead magnets and small digital products. These hands-off campaigns ensure her business continues to generate leads and sales, even on challenging days. The security of knowing her systems are working in the background reduces stress and allows her to focus on other priorities.

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Non-Negotiable Webinars

Hosting a webinar every two to three weeks is a cornerstone of Allison’s strategy. She sets a clear goal of 100 attendees per session. If sign-ups are low, she adjusts by leveraging email campaigns, affiliates, or ads. Knowing her conversion rates, she confidently invests effort in these events, as they consistently deliver results.

Collaborative Bundles

• During the holidays, Allison finds success hosting free value-packed bundles. These collaborations stand out in a season of heavy selling and foster goodwill among her audience.

• By prioritizing service over sales, these initiatives build trust and long-term relationships.

Live Events: Connection Over Perfection

I can’t stress enough the power of live events. Whether it’s a webinar, networking session, or casual Q&A, showing up live fosters genuine connections.

• Keep it simple. A one-hour event can deliver a significant impact without requiring extensive preparation.

• Use these events to showcase your expertise, engage with your audience, and gather insights into their needs.

Start Now: Don’t Wait for January

As businesses plan further ahead, it’s crucial to set intentions and take action now. My advice?

1. Identify non-negotiables. Define the activities that align with your goals and commit to them.

2. Get ahead of the curve. Pitch podcast appearances, schedule live events, or plan collaborative projects for Q1.

3. Create intentional rules for yourself. Design routines and boundaries that keep you motivated and focused.

The end-of-year rush doesn’t have to be overwhelming. With intentional planning, automated systems, and a commitment to connection, you can navigate this busy season with ease. By incorporating strategies like quarterly planning, automated lead generation, and live events, you’ll set the stage for a successful 2025.

Let’s fill your funnel, boost your business, and conquer the end-of-year rush together!

About the author

Holly Haynes is a business strategist who loves a good plan and flow chart. She is crazy passionate about teaching women like you how to build your dream job and scale to 6-figures without sacrificing your weekends or priorities.

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