Your to-do list is never ending…
Am I right? As online service provider it can be hard to find the balance between doing client work and growing your business.
The busier you are, the more you need to prioritise your time.
If you have:
- caring responsibilities
- a long-term health condition
- a job alongside your business
You might also struggle with energy levels.
If so, my Business Tasks Audit for Energy, Impact and Joy spreadsheet can help you identify which repetitive tasks really need your focus.
Yet, coming up with a list of tasks you do in your business is a chore in itself.
Common business activities for solopreneurs
Below is a list of common activities for solopreneur service providers and online coaches. You can use this as a starting point.
Business Operations
- Organise your desktop and/or cloud storage for files and resources.
Bookkeeping
- Prepare and send invoices to clients.
- Track income and expenditure.
- File your taxes.
Marketing
- Write weekly email newsletters.
- Create long-form content for your blog, podcast or YouTube channel.
- Format & post long-form content for your blog, podcast or YouTube channel.
- Design and create graphics or videos for social media (short-form content).
- Write captions for social media.
- Format & post short-form content for social media.
- Analyse social media analytics.
- Respond to comments and engage with followers.
- Update your website.
- Research hashtags and trends for content optimisation.
- Set up paid advertising campaigns (eg. Facebook Ads).
- Analyse ad analytics.
- Record videos for Instagram Reels, TikTok, or YouTube.
- Edit and proofread content before publishing.
- Repurpose existing content for different platforms.
- Conduct keyword research for blog posts or videos.
- Ideastorm ideas for upcoming offers or marketing campaigns.
Client Management
- Onboard new clients with welcome materials.
- Conduct discovery calls to assess potential client needs.
- Create and deliver client proposals.
- Manage ongoing client communications.
- Renew contracts and agreements, eg. revise deliverables.
- Deliver regular progress reports to clients.
- Offboard clients professionally and ask for testimonials.
- Research and prospect new clients.
- Follow up (three times!) with leads and potential clients.
- Attend networking events (virtual or in-person).
- Update clients on service timelines or progress.
- Send client satisfaction surveys for feedback.
Coaching Delivery
- Develop coaching packages and programs.
- Host 1:1 or group coaching sessions.
- Create custom resources (workbooks, exercises, or templates).
- Develop digital products or online courses.
- Write and publish an eBook or guide.
- Record and share motivational videos or podcast episodes.
- Design challenges or programs to engage your audience.
- Track client progress and provide feedback.
- Prepare follow-up materials or summaries after sessions.
- Research techniques and methodologies to enhance coaching services.
- Update your schedule availability.
Planning & Goal Setting
- Create 30 day or 90 day goals.
- Plan your week.
- Track/Review your progress weekly/monthly.
- Monitor key performance indicators (KPIs).
- Reflect on business performance at the end of each quarter.
- Review your existing offer suite and/or prices.
- Plan content for the next month/quarter/year.
Summary
This list can help you to create effective systems/workflows, plan your time effectively to prioritising tasks according to importance but also your energy levels or determine whether it’s worth delegating something like bookkeeping or social media posting.
Over to you: Have I missed anything? What essential tasks do you have in your business, and which bring the highest value?