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Yes, it’s already February. But it’s not too late to start the new year fresh! Getting a grip on your corporate housekeeping is a good way to get in touch with your business, your goals, check in on your marketing efforts and align strategies for the coming year.
Our checklist will help you get ready to tackle 2021 (hopefully it’s better than 2020), latch onto exciting trends, increase efficiency and more. Adapt these strategies to your business and outreach and get ready to enjoy record growth this year!

Set new goals

Setting goals for the new year is a no-brainer. But both professional and personal goals are important here! Encourage your colleagues to set personal goals as well as professional ones too. 

Keeping your eye on the prize is an easy way to remain accountable to yourself. Share goals with your team and adjust as needed throughout the year, doubling your efforts to reach your markers or scaling back when something isn’t working.

And remember, as we learned in 2020, to remain flexible. Drastic changes in the market and the economy could impact your goals, so while you may want to stick to the plan, you never know what can happen. Don’t allow yourself to get caught up in a goal that is no longer feasible or wise to strive for.

Clean up your files

When’s the last time you backed up your hard drive? Your phone? Your contacts? Back up your data, archiving old files and organizing digital documents will help set a clean slate for new work in 2021.

When you start to organize, look into cloud-based solutions, like Google Drive (accessible from anywhere), or Dropbox (business accounts are huge!) to help make things easier. These services also make it very easy to share documents across your team also!

If you’re looking to go green and eliminate paper files altogether, there are companies that can do it for you! They’ll scan everything, save it to the cloud and allow you to organize folders accordingly.

Increase efficiency

You’re a busy professional! Increase efficiency around your office by using automation systems. From transferring accounting to sales, social media marketing, updating ledgers and more, automated processes can help reduce the time you spend on miscellaneous, but important, tasks and allow you to focus on other aspects of your business.

Automating your lead generation, for example, can not only help feed your sales pipeline, but will allow you to focus on perfecting your products or services. At Zopto, we simplify the lead gen process with our insane LinkedIn automation tool. All you have to do is sign up, set your audience and we do the rest!

Check in on new trends

Look into new trends around your industry. Use hashtags to join in on conversations with other businesses or entrepreneurs and use this information to adjust your services and outreach to meet the news in your market. You should also assess your position compared to other companies. Are you ahead of the game or behind? If you’re behind, reevaluate your best practices and jump in on trends that seem like they’ll be popular for a long time.

To help lighten the load of keeping up, ask your team members to routinely check their networks for any new trends or ideas. What are parallel industries doing? How is the overall market looking? Any new ideas your company can take away?

Get ready for 2021

As your business grows, turn to Zopto for help with primary lead generation. We take the work out of finding leads so that you can sell to qualified and intelligent customers. While our platform is mostly DIY, each user is assigned a dedicated Customer Success Manager, offering around the clock support. We also encourage you to try all the items on this list to make your business profitable, visible and strong.


Devanny (dev-uh-knee) is a Social Media Marketer based in Las Vegas. She's a dog lover with a propensity for mystery novels, and when she's not at her laptop working on comprehensive marketing campaigns, she can probably be found running around Disneyland or curled up with a good book!