It’s February Already!

January Successes

Upgrade business security systems and all software

Completed first CPA firm review

Finished separation of lines of business marketing paths and web sites


January Failures

Nonprofit partner funding requests


What I planned but did not accomplish in January

Relaunch Mailchimp platform for client communications

Finish detailed review of all client accounts prior to transferring account mgt to Anchor

Automate more bill paying

Repairing my Google business listing (currently not visible)

Develop presentation materials for life coaches launching a practice

Relaunch RVN TV show

Local office expansion


What I accomplished in January that was unexpected

Guest appearance on webinar tuned into a regular co-host invitation

Invitation to guest speak turned into a strong 12 minute talk

January 2023 at the bayshore