{"id":8530,"date":"2023-08-07T23:53:30","date_gmt":"2023-08-08T07:53:30","guid":{"rendered":"https:\/\/flodesk.com\/blog\/?p=8530"},"modified":"2023-10-05T02:07:40","modified_gmt":"2023-10-05T10:07:40","slug":"the-ultimate-back-to-business-checklist-is-here","status":"publish","type":"post","link":"https:\/\/flodesk.com\/blog\/the-ultimate-back-to-business-checklist-is-here\/","title":{"rendered":"Get ready for holiday sales season\u2014your ultimate back-to-business checklist is here"},"content":{"rendered":"<div data-animate-children class='p-block'>\n<p><strong><em>TL;DR: Start prepping your business for holiday sales now with our ultimate checklist. Reflect, refresh, and grow by completing 10 essential tasks.<\/em><\/strong><\/p>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Summer may be coming to an end, but your best sales season yet is just around the corner. Now is the perfect time to start preparing for holiday sales as Black Friday and Cyber Monday are some of the most competitive shopping periods of the year. Every brand will be fighting to win customers\u2014and with the right preparation, you\u2019ll be standing out from the masses and hitting your sales goals in no time.<\/p>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Make the most of this slower period with our comprehensive back-to-business checklist, designed to help you tackle essential tasks and get growing.<\/p>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>After completing this checklist, you\u2019ll be set up for selling success by:<\/p>\n<\/div>\n\n<div data-animate-children class='list-block'>\n<ul class=\"wp-block-list\">\n<li>Understanding what\u2019s working (and what\u2019s not)<\/li>\n\n\n\n<li>Refreshing and optimizing your existing content<\/li>\n\n\n\n<li>Implementing new strategies that maximize growth<\/li>\n<\/ul>\n<\/div>\n\n<div id=\"grab-your-back-to-business-checklist\" name=\"grab-your-back-to-business-checklist\" data-animate data-destination=\"grab-your-back-to-business-checklist\" class=\"heading-wrapper\">\n<h2 class=\"wp-block-heading\">Grab your back-to-business checklist<\/h2>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Complete the 10 essential tasks below to start preparing for holiday and year-end sales now. For more details, just click into each task.<\/p>\n<\/div>\n\n<div id=\"reflect-and-reset\" name=\"reflect-and-reset\" data-animate data-destination=\"reflect-and-reset\" class=\"heading-wrapper\">\n<h3 class=\"wp-block-heading\">Reflect and reset:<\/h3>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p><a href=\"#audit\">Task #1<\/a>. Audit your content to ensure you have a:<\/p>\n<\/div>\n\n<div data-animate-children class='list-block'>\n<ul class=\"wp-block-list\">\n<li>Freebie<\/li>\n\n\n\n<li>Opt-in form<\/li>\n\n\n\n<li>Welcome email series<\/li>\n\n\n\n<li>Sales email template<\/li>\n\n\n\n<li>Newsletter template<\/li>\n\n\n\n<li>Sales page<\/li>\n<\/ul>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p><a href=\"#data-analysis\">Task #2.<\/a> Dig into your data to find out everything about your:<\/p>\n<\/div>\n\n<div data-animate-children class='list-block'>\n<ul class=\"wp-block-list\">\n<li>Subscribers<\/li>\n\n\n\n<li>Emails<\/li>\n\n\n\n<li>Forms<\/li>\n\n\n\n<li>Workflows<\/li>\n\n\n\n<li>Sales pages<\/li>\n<\/ul>\n<\/div>\n\n<div id=\"refresh\" name=\"refresh\" data-animate data-destination=\"refresh\" class=\"heading-wrapper\">\n<h3 class=\"wp-block-heading\">Refresh:<\/h3>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p><a href=\"#freebie-refresh\">Task #3.<\/a> Freshen up your freebie offer and update your:<\/p>\n<\/div>\n\n<div data-animate-children class='list-block'>\n<ul class=\"wp-block-list\">\n<li>Branding<\/li>\n\n\n\n<li>Copy<\/li>\n\n\n\n<li>CTAs<\/li>\n\n\n\n<li>Links<\/li>\n<\/ul>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p><a href=\"#sales-email\">Task #4.<\/a> Optimize your sales email template<br><a href=\"#form-preferences\">Task #5.<\/a> Add 3-5 Form Preferences to your opt-in form<\/p>\n<\/div>\n\n<div id=\"grow\" name=\"grow\" data-animate data-destination=\"grow\" class=\"heading-wrapper\">\n<h3 class=\"wp-block-heading\">Grow:<\/h3>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p><a href=\"#social-form\">Task #6.<\/a> Place a Flodesk Link in bio in your social bios<br><a href=\"#social-posts\">Task #7.<\/a> Draft 3 evergreen social posts to drive followers into your Link in bio<br><a href=\"#welcome-series\">Task #8.<\/a> Create a welcome email series to engage new subscribers<br><a href=\"#upsell-bonus\">Task #9.<\/a> Maximize sales with an upsell and bonus offer<br><a href=\"#integrations\">Task #10.<\/a> Set up simple integrations to connect Flodesk with your favorite tools<\/p>\n<\/div>\n\n\n\n\t<a class=\"cta-block has-button\" style=\"background-color: #EFAFA3; color:#000000;\"\n\t   href=\"https:\/\/app.flodesk.com\/sign-up\" target=\"\">\n\t\t\t<div class=\"cta-block__wrapper\">\n\t\t\n\t\t\t\t\t<h3 class=\"cta-block__headline\">Go back big<\/h3>\n\t\t\n\t\t\t\t\t<div class=\"cta-block__text\">\n\t\t\t\t<p>Start prepping for holiday sales now with Flodesk\u2014everything you need to stand out and sell.<\/p>\n\t\t\t<\/div>\n\t\t\n\t\t\t\t\t<button class=\"cta-block__button\" style=\"background-color: #000000; color: #FFFFFF;\">\n\t\t\t\tTry it now\t\t\t<\/button>\n\t\t\t<\/div>\n\t<\/a>\n\n\n<div id=\"10-essential-tasks-to-prep-your-business-for-year-end-success\" name=\"10-essential-tasks-to-prep-your-business-for-year-end-success\" data-animate data-destination=\"10-essential-tasks-to-prep-your-business-for-year-end-success\" class=\"heading-wrapper\">\n<h2 class=\"wp-block-heading\">10 essential tasks to prep your business for year-end success<\/h2>\n<\/div>\n\n<div id=\"reflect-and-reset\" name=\"reflect-and-reset\" data-animate data-destination=\"reflect-and-reset\" class=\"heading-wrapper\">\n<h3 class=\"wp-block-heading\">Reflect and reset<\/h3>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>As a business owner, carving out time to reflect and reset is crucial for business growth. It allows you to identify and better understand areas your business excels at\u2014and which areas need improving.<br><br>Start by reflecting on your business journey and the progress you\u2019ve made. Audit your marketing content, dig into performance data, and develop clear goals\u2014arming you with everything you need to make informed business decisions that propel you toward success.<\/p>\n<\/div>\n\n<div id=\"task-1-audit-your-content\" name=\"task-1-audit-your-content\" data-animate data-destination=\"task-1-audit-your-content\" class=\"heading-wrapper\">\n<h4 class=\"wp-block-heading\" id=\"audit\">Task #1: Audit your content<\/h4>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Take stock of your existing content and make sure you have all the key pieces for email marketing and sales success. Conduct a content audit to ensure you have a:<\/p>\n<\/div>\n\n<div data-animate-children class='list-block'>\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.flodesk.com\/en\/articles\/3305466-how-do-i-get-started-with-a-freebie-opt-in-offer-on-flodesk\">Freebie<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.flodesk.com\/en\/articles\/3305268-how-do-i-create-an-opt-in-form\">Opt-in form<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/flodesk.com\/blog\/how-to-automate-a-welcome-email\/\">Welcome email series<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/flodesk.com\/blog\/ecommerce-email-templates\/\">Sales email template<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/flodesk.com\/blog\/newsletter-examples\/\">Newsletter template<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/flodesk.com\/blog\/sale-page-templates\/\">Sales page<\/a><\/li>\n<\/ul>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Make note of the content you don\u2019t have or what pieces need updating.<\/p>\n<\/div>\n\n\n\n\n\t<a class=\"cta-image-block has-button\" style=\"background-color: #EFAFA3; color:#000000;\"\n\t   href=\"https:\/\/app.flodesk.com\/sign-up\" target=\"\">\n\t\t\t<div class=\"cta-image-block__wrapper\">\n\t\t<div class=\"cta-image-block__content\">\n\t\t\t\t\t\t\t<h3 class=\"cta-image-block__headline\">Design emails people love to get<\/h3>\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"cta-image-block__text\">\n\t\t\t\t\t<p>Create stunning emails that stand out in the inbox with Flodesk.<\/p>\n\t\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t\t<button class=\"cta-image-block__button\" style=\"background-color: #000000; color: #FFFFFF;\">\n\t\t\t\t\tTry it now\t\t\t\t<\/button>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"cta-image-block__image\">\n\t\t\t\t<img decoding=\"async\" alt=\"\" src=\"https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2022\/12\/imgcard-inspiration.jpg\"\/>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t<\/a>\n\n\n<div id=\"task-2-dig-into-your-data\" name=\"task-2-dig-into-your-data\" data-animate data-destination=\"task-2-dig-into-your-data\" class=\"heading-wrapper\">\n<h4 class=\"wp-block-heading\" id=\"data-analysis\">Task #2: Dig into your data<\/h4>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Review your analytics and determine which of your marketing efforts are progressing your business forward. Use a holistic data tool, <a href=\"https:\/\/flodesk.com\/blog\/flodesk-analytics\/\">like Flodesk Analytics<\/a>, to uncover powerful insights about your subscribers, emails, forms, workflows, and sales pages.&nbsp;<\/p>\n<\/div>\n\n\n<div data-animate-children class=\"image-block\">\n  <div  class=\"image-options aspectholder \">\n      <div \n  class=\"image  \"\n  data-widget=\"image\"\n  data-init=\"lazy\"\n  data-width=\"2188\"\n  data-height=\"2342\"\n  data-svg=\"\"\n    data-orientation='square'  data-fit='cover'  >\n    <div class=\"-img-wrapper\">\n                  <img\n                  draggable=\"false\"\n      class=\"-img --fit --fit-cover \"\n            data-init=\"lazy\"\n      data-src=\"https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/04\/BLOG_Cover.jpg\" \n      data-srcset=\"https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/04\/BLOG_Cover-32x34.jpg 32w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/04\/BLOG_Cover-200x214.jpg 200w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/04\/BLOG_Cover-450x482.jpg 450w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/04\/BLOG_Cover-700x749.jpg 700w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/04\/BLOG_Cover-1000x1070.jpg 1000w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/04\/BLOG_Cover-1400x1499.jpg 1400w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/04\/BLOG_Cover-1800x1927.jpg 1800w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/04\/BLOG_Cover.jpg 2188w\"\n            data-width=\"2188\"\n      data-height=\"2342\"\n      data-fit=\"cover\"\n      width=\"2188\"\n      height=\"2342\"\n      loading=\"eager\"\n      alt=\"\"\n      \/>    <\/div>\n      <\/div>\n  <\/div>\n  <div class=\"caption grey\">\n      <\/div>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Use data to answer your most pressing questions and determine what to do next. For instance, with Flodesk Analytics, find out:<\/p>\n<\/div>\n\n<div data-animate-children class='list-block'>\n<ul class=\"wp-block-list\">\n<li><strong>How is your list growth looking?<\/strong> If it\u2019s falling stagnant, it might be time to refresh your freebie offer or promote it more often.<\/li>\n\n\n\n<li><strong>What email content is performing best?<\/strong> Make note of what\u2019s performing and use it as inspiration for future email content.<\/li>\n\n\n\n<li><strong>Which forms get the most engagement?<\/strong> Double down on promotion of the forms that keep your list growing, and update low-converting forms to match your top performers.<\/li>\n\n\n\n<li><strong>What workflow converts best?<\/strong> Study your high-converting workflows, identify what\u2019s working, and use key insights to adapt your other workflows for better results.<\/li>\n\n\n\n<li><strong>What is the average conversion rate of your sales pages?<\/strong> Start using this as a benchmark metric to compare all sales page performance against.<\/li>\n<\/ul>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Leverage your key insights to adapt your year-end goals and create a plan to double down on what\u2019s working and ditch what isn\u2019t. Get in the habit of tracking your analytics on a weekly basis, so you can make data-driven decisions in real-time that steer your brand toward success.&nbsp;<\/p>\n<\/div>\n\n<div id=\"refresh\" name=\"refresh\" data-animate data-destination=\"refresh\" class=\"heading-wrapper\">\n<h3 class=\"wp-block-heading\">Refresh<\/h3>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Out with the old, in with the new. After you determine what needs refreshing and have clarity on your year-end goals, it\u2019s time to make updates and improvements to your existing assets. Use the following checklist as a starting point. Then, add additional areas you identified during your content audit to the list.&nbsp;<\/p>\n<\/div>\n\n<div id=\"task-3-freshen-up-your-freebie-offer\" name=\"task-3-freshen-up-your-freebie-offer\" data-animate data-destination=\"task-3-freshen-up-your-freebie-offer\" class=\"heading-wrapper\">\n<h4 class=\"wp-block-heading\" id=\"freebie-refresh\">Task #3: Freshen up your freebie offer<\/h4>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Breathe new life into an existing freebie with your latest branding, copy, calls-to-action (CTAs), and links. Or better yet, refresh your opt-in strategy with an ultra-engaging new freebie offer your audience will love, like a quiz or challenge. If you\u2019re unsure what freebie to create, find inspiration in our roundup of <a href=\"https:\/\/flodesk.com\/blog\/opt-in-freebie-ideas-to-grow-your-list\/\">top opt-in freebie ideas<\/a>.&nbsp;<\/p>\n<\/div>\n\n\n<div data-animate-children class=\"image-block\">\n  <div  class=\"image-options aspectholder \">\n      <div \n  class=\"image  \"\n  data-widget=\"image\"\n  data-init=\"lazy\"\n  data-width=\"2538\"\n  data-height=\"1458\"\n  data-svg=\"\"\n    data-orientation='landscape'  data-fit='cover'  >\n    <div class=\"-img-wrapper\">\n                  <img\n                  draggable=\"false\"\n      class=\"-img --fit --fit-cover \"\n            data-init=\"lazy\"\n      data-src=\"https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.31.42-PM.png\" \n      data-srcset=\"https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.31.42-PM-32x18.png 32w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.31.42-PM-200x115.png 200w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.31.42-PM-450x259.png 450w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.31.42-PM-700x402.png 700w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.31.42-PM-1000x574.png 1000w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.31.42-PM-1400x804.png 1400w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.31.42-PM-1800x1034.png 1800w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.31.42-PM-2200x1264.png 2200w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.31.42-PM-2500x1436.png 2500w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.31.42-PM.png 2538w\"\n            data-width=\"2538\"\n      data-height=\"1458\"\n      data-fit=\"cover\"\n      width=\"2538\"\n      height=\"1458\"\n      loading=\"eager\"\n      alt=\"Freebie Checkout Example\"\n      \/>    <\/div>\n      <\/div>\n  <\/div>\n  <div class=\"caption grey\">\n      <\/div>\n<\/div>\n\n<div id=\"task-4-optimize-your-sales-email-template\" name=\"task-4-optimize-your-sales-email-template\" data-animate data-destination=\"task-4-optimize-your-sales-email-template\" class=\"heading-wrapper\">\n<h4 class=\"wp-block-heading\" id=\"sales-email\">Task #4: Optimize your sales email template<\/h4>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Now is the perfect period to ready your sales email template for higher conversions (and easier selling). Use the key insights from your reflection tasks to determine what aspects of your sales emails are performing well and what needs changing.&nbsp;<\/p>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>If you\u2019ve had selling success with a previous sales email, duplicate it and refresh the content to match your latest branding, visuals, copy, and offers. To create a new sales email template, use our best <a href=\"https:\/\/app.flodesk.com\/emails\/templates?category=5c4ecff793c82c000f5fd461\">templates for making money<\/a> as a starting point. For extra inspiration, explore our <a href=\"https:\/\/flodesk.com\/blog\/black-friday-email-examples\/\">top tips and best practices <\/a>for creating holiday sales emails.<br><br>By prepping your sales email template now, you\u2019ll be able to quickly create, segment, and send emails to potential customers within minutes all season long.<\/p>\n<\/div>\n\n<div id=\"task-5-add-3-5-form-preferences-to-your-opt-in-form\" name=\"task-5-add-3-5-form-preferences-to-your-opt-in-form\" data-animate data-destination=\"task-5-add-3-5-form-preferences-to-your-opt-in-form\" class=\"heading-wrapper\">\n<h4 class=\"wp-block-heading\" id=\"form-preferences\">Task #5: Add 3-5 Form Preferences to your opt-in form<\/h4>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Update your forms to capture subscribers\u2019 personal preferences at opt-in\u2014like what they want to hear about and how often. Start using Form Preferences to send hyper-personalized messages that build loyalty and trust. <a href=\"https:\/\/help.flodesk.com\/en\/articles\/5499288-how-to-use-preferences-on-forms\">Learn how.<\/a><\/p>\n<\/div>\n\n\n<div data-animate-children class=\"image-block\">\n  <div  class=\"image-options aspectholder \">\n      <div \n  class=\"image  \"\n  data-widget=\"image\"\n  data-init=\"lazy\"\n  data-width=\"2216\"\n  data-height=\"1268\"\n  data-svg=\"\"\n    data-orientation='landscape'  data-fit='cover'  >\n    <div class=\"-img-wrapper\">\n                  <img\n                  draggable=\"false\"\n      class=\"-img --fit --fit-cover \"\n            data-init=\"lazy\"\n      data-src=\"https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.39.53-PM.png\" \n      data-srcset=\"https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.39.53-PM-32x18.png 32w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.39.53-PM-200x114.png 200w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.39.53-PM-450x257.png 450w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.39.53-PM-700x401.png 700w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.39.53-PM-1000x572.png 1000w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.39.53-PM-1400x801.png 1400w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.39.53-PM-1800x1030.png 1800w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.39.53-PM-2200x1259.png 2200w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-2.39.53-PM.png 2216w\"\n            data-width=\"2216\"\n      data-height=\"1268\"\n      data-fit=\"cover\"\n      width=\"2216\"\n      height=\"1268\"\n      loading=\"eager\"\n      alt=\"Form Preferences\"\n      \/>    <\/div>\n      <\/div>\n  <\/div>\n  <div class=\"caption grey\">\n      <\/div>\n<\/div>\n\n<div id=\"grow\" name=\"grow\" data-animate data-destination=\"grow\" class=\"heading-wrapper\">\n<h3 class=\"wp-block-heading\">Grow<\/h3>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>You can set your business up for success by implementing new systems and strategies to help you effortlessly grow. The holiday sales season doesn\u2019t have to be stressful. With the right preparation, you can boost sales and exceed your goals with ease. Here\u2019s how.<\/p>\n<\/div>\n\n<div id=\"task-6-place-a-link-in-bio-in-your-profile-bios\" name=\"task-6-place-a-link-in-bio-in-your-profile-bios\" data-animate data-destination=\"task-6-place-a-link-in-bio-in-your-profile-bios\" class=\"heading-wrapper\">\n<h4 class=\"wp-block-heading\" id=\"social-form\">Task #6: Place a Link in bio in your profile bios<\/h4>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>If there\u2019s one thing you do today, make sure you optimize your social bios to get your audience out of rented spaces, like Instagram and TikTok, and into your email list. Turn your social followers into subscribers by collecting email addresses right from your profile.<br><br><a href=\"https:\/\/flodesk.com\/blog\/must-have-link-in-your-instagram-bio\/\">Include one essential link in your profile bios<\/a>\u2014a Flodesk Link in bio\u2014to build an audience you can keep, engage, and grow, irrespective of platform or algorithm changes. Create your own in just five minutes. <a href=\"http:\/\/www.flodesk.com\/blog\/how-to-triple-subscriber-growth-in-five-minutes\">Learn how.<\/a><\/p>\n<\/div>\n\n\n<div data-animate-children class=\"image-block\">\n  <div  class=\"image-options aspectholder \">\n      <div \n  class=\"image  \"\n  data-widget=\"image\"\n  data-init=\"lazy\"\n  data-width=\"2560\"\n  data-height=\"1760\"\n  data-svg=\"\"\n    data-orientation='landscape'  data-fit='cover'  >\n    <div class=\"-img-wrapper\">\n                  <img\n                  draggable=\"false\"\n      class=\"-img --fit --fit-cover \"\n            data-init=\"lazy\"\n      data-src=\"https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/07\/Flodesk-SoFo-1-1-1-scaled.jpg\" \n      data-srcset=\"https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/07\/Flodesk-SoFo-1-1-1-32x22.jpg 32w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/07\/Flodesk-SoFo-1-1-1-200x138.jpg 200w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/07\/Flodesk-SoFo-1-1-1-450x309.jpg 450w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/07\/Flodesk-SoFo-1-1-1-700x481.jpg 700w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/07\/Flodesk-SoFo-1-1-1-1000x688.jpg 1000w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/07\/Flodesk-SoFo-1-1-1-1400x963.jpg 1400w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/07\/Flodesk-SoFo-1-1-1-1800x1238.jpg 1800w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/07\/Flodesk-SoFo-1-1-1-2200x1513.jpg 2200w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/07\/Flodesk-SoFo-1-1-1-2500x1719.jpg 2500w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/07\/Flodesk-SoFo-1-1-1-scaled.jpg 2560w\"\n            data-width=\"2560\"\n      data-height=\"1760\"\n      data-fit=\"cover\"\n      width=\"2560\"\n      height=\"1760\"\n      loading=\"eager\"\n      alt=\"SoFo template one\"\n      \/>    <\/div>\n      <\/div>\n  <\/div>\n  <div class=\"caption grey\">\n      <\/div>\n<\/div>\n\n<div id=\"task-7-draft-3-social-posts-to-drive-followers-to-your-link-in-bio\" name=\"task-7-draft-3-social-posts-to-drive-followers-to-your-link-in-bio\" data-animate data-destination=\"task-7-draft-3-social-posts-to-drive-followers-to-your-link-in-bio\" class=\"heading-wrapper\">\n<h4 class=\"wp-block-heading\" id=\"social-posts\">Task #7: Draft 3 social posts to drive followers to your Link in bio<\/h4>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Once you\u2019ve added a Link in bio to your profile bios, start preparing evergreen social posts to drive your audience to your link. By drafting social posts that you can use whenever to direct traffic to your Link in bio, you can continuously convert followers into subscribers.<\/p>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>The secret to maximizing opt-ins? An exciting freebie or waitlist people can\u2019t wait to access. Discover how entrepreneurs, <a href=\"https:\/\/flodesk.com\/blog\/jessica-hawks-flodesk-forms-success\/\">like Jessica Hawks<\/a>, use a Link in bio waitlist to achieve six-figure sales.<\/p>\n<\/div>\n\n<div id=\"task-8-create-a-welcome-email-series-to-engage-new-subscribers\" name=\"task-8-create-a-welcome-email-series-to-engage-new-subscribers\" data-animate data-destination=\"task-8-create-a-welcome-email-series-to-engage-new-subscribers\" class=\"heading-wrapper\">\n<h4 class=\"wp-block-heading\" id=\"welcome-series\">Task #8: Create a welcome email series to engage new subscribers<\/h4>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p><a href=\"https:\/\/help.flodesk.com\/en\/articles\/3200783-how-to-create-your-first-workflow\">Set up a Flodesk Workflow<\/a> to automatically welcome new subscribers into your email list. By greeting individuals with a curated series of emails as soon as they opt in, you can make an incredible first impression and nurture subscribers from the start.&nbsp;<\/p>\n<\/div>\n\n\n<div data-animate-children class=\"image-block\">\n  <div  class=\"image-options aspectholder \">\n      <div \n  class=\"image  \"\n  data-widget=\"image\"\n  data-init=\"lazy\"\n  data-width=\"3024\"\n  data-height=\"1546\"\n  data-svg=\"\"\n    data-orientation='landscape'  data-fit='cover'  >\n    <div class=\"-img-wrapper\">\n                  <img\n                  draggable=\"false\"\n      class=\"-img --fit --fit-cover \"\n            data-init=\"lazy\"\n      data-src=\"https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-10.56.14-AM.png\" \n      data-srcset=\"https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-10.56.14-AM-32x16.png 32w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-10.56.14-AM-200x102.png 200w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-10.56.14-AM-450x230.png 450w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-10.56.14-AM-700x358.png 700w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-10.56.14-AM-1000x511.png 1000w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-10.56.14-AM-1400x716.png 1400w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-10.56.14-AM-1800x920.png 1800w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-10.56.14-AM-2200x1125.png 2200w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-10.56.14-AM-2500x1278.png 2500w,https:\/\/flodesk.com\/blog\/wp-content\/uploads\/2023\/08\/Screenshot-2023-07-18-at-10.56.14-AM.png 3024w\"\n            data-width=\"3024\"\n      data-height=\"1546\"\n      data-fit=\"cover\"\n      width=\"3024\"\n      height=\"1546\"\n      loading=\"eager\"\n      alt=\"Welcome workflow example\"\n      \/>    <\/div>\n      <\/div>\n  <\/div>\n  <div class=\"caption grey\">\n      <\/div>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>We recommend sending each email in your welcome sequence one to two days apart to ensure your brand stays top of mind. Here\u2019s an example welcome sequence you can use to nurture new subscribers:<\/p>\n<\/div>\n\n<div data-animate-children class='list-block'>\n<ul class=\"wp-block-list\">\n<li><strong>Email #1: Welcome new subscribers. <\/strong>Say \u201cthanks\u201d for joining your list and share what content your subscribers can look forward to (and how often they\u2019ll hear about it).<br><\/li>\n\n\n\n<li><strong>Email #2: Introduce yourself<\/strong>. Start creating authentic connections in the inbox by personally introducing yourself and closing with a handwritten signature.<br><\/li>\n\n\n\n<li><strong>Email #3: List your top 3 tips or resources.<\/strong> Next, share a quick roundup of helpful content your audience will love\u2014positioning your brand as a trusted industry expert.<br><\/li>\n\n\n\n<li><strong>Email #4: Share social proof.<\/strong> Nothing builds brand trust quite like hearing from other buyers. Share a story, quote, or video from a previous customer that showcases the unique value your brand provides.<br><\/li>\n\n\n\n<li><strong>Email #5: Promote a paid offer<\/strong>. After warming up your audience with your welcome sequence, tell them how you can help solve their problems and present them with one of your paid offers, products, or services.<\/li>\n<\/ul>\n<\/div>\n\n<div id=\"task-9-maximize-sales-with-an-upsell-and-bonus-offer\" name=\"task-9-maximize-sales-with-an-upsell-and-bonus-offer\" data-animate data-destination=\"task-9-maximize-sales-with-an-upsell-and-bonus-offer\" class=\"heading-wrapper\">\n<h4 class=\"wp-block-heading\" id=\"upsell-bonus\">Task #9: Maximize sales with an upsell and bonus offer&nbsp;<\/h4>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Double your freebie\u2019s impact potential by driving opt-ins directly into your sales funnel. How? By using Flodesk Checkout to design a beautiful sales page, set up payments, and deliver your freebie instantly. You don\u2019t even need a website.<\/p>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>With Flodesk Checkout, you can increase opt-ins to your email list while simultaneously boosting sales. Start by customizing a sales page template to promote your freebie. Then, collect names and email addresses to turn page visitors into subscribers. <a href=\"https:\/\/flodesk.com\/blog\/opt-in-freebie-ideas-to-grow-your-list\/#how-to-promote-and-deliver-your-freebie-with-flodesk-checkout\">Experiment with selling strategies<\/a>, like pairing your freebie with a paid upsell or post-opt-in bonus offer at checkout\u2014prompting instantaneous purchases before you\u2019ve even sent an email.<\/p>\n<\/div>\n\n<div data-animate class=\"embed-wrapper\">\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to build a simple sales funnel with Flodesk Checkout (all in one tool!) | ad\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/WOcfLYR0xsg?start=822&#038;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Watch this tutorial from Flodesk University instructor, Rosanna Clark, to learn exactly how to use your freebie to grow your email list\u2014and drive sales with an upsell. There\u2019s no stopping what you can create.<\/p>\n<\/div>\n\n<div id=\"task-10-set-up-simple-integrations\" name=\"task-10-set-up-simple-integrations\" data-animate data-destination=\"task-10-set-up-simple-integrations\" class=\"heading-wrapper\">\n<h4 class=\"wp-block-heading\" id=\"integrations\">Task #10: Set up simple integrations<\/h4>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Automate tasks within minutes and say goodbye to manual work. Integrations allow you to spend less time managing subscribers, segments, or sales data\u2014and more time focusing on growing your business.<\/p>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>With <a href=\"https:\/\/app.flodesk.com\/account\/integration\">direct integrations<\/a> to tools like Pabbly Connect and Zapier, you can easily connect Flodesk with thousands of your favorite apps. Here are three simple integration ideas to try for a stress-free sales season:<br><\/p>\n<\/div>\n\n<div data-animate-children class='list-block'>\n<ul class=\"wp-block-list\">\n<li>Refresh customer data between Squarespace and Flodesk<\/li>\n\n\n\n<li>Add new Interact quiz leads to Flodesk segments<\/li>\n\n\n\n<li>Turn new Facebook Lead Ads into segmented subscribers<\/li>\n<\/ul>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Explore our <a href=\"https:\/\/flodesk.com\/blog\/top-flodesk-automations-to-try-with-pabbly-connect\/\">top 10 automations to try with Pabbly Connect<\/a> for more inspiration.<\/p>\n<\/div>\n\n\n\n\t<a class=\"cta-block has-button\" style=\"background-color: #EFAFA3; color:#000000;\"\n\t   href=\"https:\/\/app.flodesk.com\/sign-up\" target=\"\">\n\t\t\t<div class=\"cta-block__wrapper\">\n\t\t\n\t\t\t\t\t<h3 class=\"cta-block__headline\"> Go back big<\/h3>\n\t\t\n\t\t\t\t\t<div class=\"cta-block__text\">\n\t\t\t\t<p>Start prepping for holiday sales now with Flodesk\u2014everything you need to stand out and sell.<\/p>\n\t\t\t<\/div>\n\t\t\n\t\t\t\t\t<button class=\"cta-block__button\" style=\"background-color: #000000; color: #FFFFFF;\">\n\t\t\t\tTry it now\t\t\t<\/button>\n\t\t\t<\/div>\n\t<\/a>\n\n\n<div id=\"discover-what-you-can-do-with-flodesk\" name=\"discover-what-you-can-do-with-flodesk\" data-animate data-destination=\"discover-what-you-can-do-with-flodesk\" class=\"heading-wrapper\">\n<h2 class=\"wp-block-heading\">Discover what you can do with Flodesk<\/h2>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Bookmark our back-to-business checklist and refer back to it as you prepare for your best sales season yet. Revel in the satisfaction of accomplishing tasks and arm yourself with everything your business needs to thrive in the months ahead\u2014like a Flodesk membership.<\/p>\n<\/div>\n\n<div data-animate-children class='p-block'>\n<p>Get growing with Flodesk\u2019s beautiful email, high-converting sales page, and stunning form templates. Set up workflow automations that make money (and build relationships) while you sleep and unlock powerful insights with analytics. Transformative growth is just a few clicks away. <a href=\"https:\/\/app.flodesk.com\/sign-up\">Try Flodesk free<\/a>.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>TL;DR: Start prepping your business for holiday sales now with our ultimate checklist. Reflect, refresh, and grow by completing 10 essential tasks. Summer may be coming to an end, but your best sales season yet is just around the corner. Now is the perfect time to start preparing for holiday sales as Black Friday and [&hellip;]<\/p>\n","protected":false},"author":29,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39,45],"tags":[15,33,30,17],"table_tags":[],"class_list":["post-8530","post","type-post","status-publish","format-standard","hentry","category-business-growth","category-marketing-strategy","tag-best-practices","tag-education","tag-lists","tag-tools"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Your ultimate back-to-business checklist for holiday sales prep<\/title>\n<meta name=\"description\" content=\"Start prepping your business for holiday sales now with our ultimate checklist. Reflect, refresh, and grow by completing 10 essential tasks.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/flodesk.com\/blog\/the-ultimate-back-to-business-checklist-is-here\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Your ultimate back-to-business checklist for holiday sales prep\" \/>\n<meta property=\"og:description\" content=\"Start prepping your business for holiday sales now with our ultimate checklist. 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