10 Ways to Prepare Your Business for the Holidays

By MBO Partners • October 18, 2024
time 8 MIN
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Key points
  • Streamline your small business for the holidays by setting goals, getting organized, and reviewing finances.
  • Many businesses have budgets that need to be spent by the end of the year, so now is not the time to slow down.
  • An in-person or virtual event can be a great way to spread the word about your company, network with peers, and land new work.

The holiday season can be a great time of year for small business owners. Sure, it’s one of the busiest times between now and New Year’s, but with a little planning, the holidays can actually work in your favor. Remember, many businesses have budgets that need to be spent by year-end, so now is definitely not the time to slow down.

Even if your efforts don’t pay off right away, the hard work you put in during these last two months can lead to real benefits in the near future. Here are 10 tips to avoid holiday stress and stay on track with your small business goals.

1. Take Time to Plan and Get Organized

Before diving into a holiday marketing plan or special promotion, take a step back and think about how to make the most of the next few weeks. Set a clear goal for yourself during this time—maybe you want to attract a new client, increase your social media presence, or sign a new contract with an existing one.

Once you’ve set your goal, create a simple roadmap for success. Make a list of what needs to happen to reach it—designing special marketing material, planning a social campaign, or getting on your client’s calendar before their schedule fills up. Taking a day or two to organize your priorities will make everything else run more smoothly.

Try This: 7 Ways AI Can Help Your Small Business Be More Organized 

2. Tackle Your To-Do List

If you’ve been putting off something important for your business growth, now’s the time to get it done. Updating your website, refreshing your personal brand, or writing that long-overdue newsletter can help your business run more efficiently and attract the right clients.

If your focus this season is professional growth, you could even take a short break from day-to-day work to pursue a certification or class you’ve been eyeing. Whatever task has been sitting on the back burner—now’s the time to move it forward.

Check Out: 5 Ways for Independent Consultants to Reach Their Target Clients

3. Grow Your Client Base by Bringing People Together

If you’re looking to land new work or build brand awareness, think about how you can bring people together. Treat your top client to lunch, host a happy hour at a local spot, or hold a virtual Q&A session.

Whatever you choose, make it fun and engaging—include a drawing, prize giveaway, or gift certificate for your services. An event like this not only helps generate new leads but also builds goodwill and adds a little holiday spirit to your business efforts.

4. Seek Out Networking Opportunities

The holidays are a great time to expand your network. If you usually rely on the same circles for business, branch out and meet new people. There are plenty of seasonal networking events happening, so make a point to attend a few and connect with fresh prospects who may be a great fit for your services.

Up Next: How to Get the Most Out of Networking Events 

5. Put in the Work to Get the Reward

During the holidays, clients are often busy with travel, year-end goals, and family plans. Staying productive during this time takes effort—but that extra effort can pay off.

Set aside extra time for client calls, schedule meetings before the new year, ramp up your marketing, or offer a limited-time promotion. You don’t have to push hard all year, but this is one season where doing a little more can make a difference.

Discover: Ways to Build Relationships With Clients 

6. Give Back to Your Community

Donating your time to local charities is a meaningful way to connect with your community while meeting new people. Look for causes that align with your values and reach out to see how you can help. Not only does giving back feel good, but many organizations also need extra support over the holidays.

7. Run a Smart Holiday Promotion

Everyone loves a good deal, so keep your clients engaged with an attractive offer. If you’re looking for referrals, provide a gift card or certificate for leads submitted by year-end. To inspire quick action, offer a discount on your services if redeemed by a specific date.

Learn More: When and How Independent Professionals Should Offer Discounts 

8. Plan Time Off in Advance

Most people take some time off during the holidays, so plan ahead and communicate your schedule early. Let clients know when you’ll be unavailable and how they can reach you if needed. Will you be checking email occasionally, or doing a full digital detox?

As you share your schedule, ask about theirs too. Knowing who’s around and when can help you plan meetings, marketing efforts, or new year promotions.

9. Let Clients Know They Are Appreciated

Even if you can’t schedule regular meetings right now, make a quick gesture to show gratitude. Drop off a small holiday gift, send a handwritten card, or mail a thoughtful note.

A brief, personal touch goes a long way in strengthening relationships and keeping you top of mind for future work. But feel free to choose something simple and budget-friendly—there are plenty of options that feel meaningful without being extravagant.

10. Review Your Back Office

It’s not the most exciting task, but reviewing your administrative details is crucial before year-end. Filing paperwork, tracking expenses, invoicing clients—all of these ensure your business runs smoothly.

Take a little time now to check for any outstanding items and get organized financially. Going into the new year with everything in order gives you a clear perspective for setting fresh goals and starting strong.

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