September Kickoff Checklist

Back to School. Back to Business. Back to Growth.

Reassess

– Audit August

• What worked?

• What wasted time?

• What drove revenue?

• What slowed you down?

Recommit

– Set 3 Targets for September

• Revenue goal: ____________

• # of new clients/deals: ____________

• Daily non-negotiable actions: ____________

Reset Your Habits

• Calendar blocked for revenue-producing activity

• Daily sales training (roleplay, objections, mindset)

• Morning routine dialed in

• No “busy work” before sales work

Reload Your Team & Systems

• Right people in the right seats (use DISC!)

• VAs or staff assigned clear SOP-driven tasks

• CRM cleaned up and pipeline updated

• Follow-up system locked in

Momentum Action Items

• Book 5 new conversations this week

• Follow up with every stalled lead from August

• Create 1 new offer, bonus, or urgency play for fall

• Track progress DAILY

Final Thought

September sets the tone for the rest of the year.

Winners don’t coast into fall—they sprint.

Use this checklist. Get disciplined. Build momentum.

Want accountability and daily training to make this stick?

Join me inside the Daily Sales Accelerator. One week free on Zoom.