Healthier business checkup

Ready for Q2? A handy-dandy checklist, courtesy of the Don Ryan Center for Innovation in Bluffton.

Social/digital marketing

  • When was your last email blast – are they scheduled, are there calls to action in them?
  • Track stats of your emails – open rate, click rate, etc.
  • Are you using LinkedIn as the business tool it is?
  • Are you tagging products or services on FB and IG?
  • Reply to everyone
  • Check your mentions
  • Schedule your updates
  • Review your stats
  • Research upcoming news and events that can be used to promote your business
  • Curate content to share


  • Review your P&L statement
  • Review you balance sheet
  • Make sure your accounts are reconciled every month
  • Check in with your accountant
  • Expenses and bills: Pay quickly to ensure goodwill
  • Invoices: Make sure you have billed for the work you have already done
  • Chase all late payers
  • Payroll: Ensure all staff records are up to date
  • Taxes: File your returns and pay on time, every time.
  • Cash flow: Cash is king, a strong profit and loss statement does not necessarily ensure a strong cash position. Can you predict your cash position in the future to know if and when you may need more cash?


  • Look at your sales funnel. Where is everyone in the pipe line?
  • How much of your business is repeat versus new? Don’t let the ratio get too one-sided
  • Keep on top of industry news, and make sure customers and prospects know you keep up with your industry
  • Are there other sales channels you should be considering?
  • How are you forecasting sales?
  • When was the last time you went to a networking meeting?
  • Do you use CRM? Make sure your customers remember you


  • Encourage members’ personal development
  • Create psychological safety
  • Encourage teamwork and collaboration among employees
  • Recognize and reward your team members for their hard work
  • Provide employees with tools and resources for success
  • Encourage creativity
  • Schedule regular one-on-one meetings

This is, by no means, complete but it’s a great start!


  • Look at your website analytics  
  • What is your bounce rate?
  • How do people find you?  
  • How long do they stay?  
  • What do they look at?
  • Are there any broken links?
  • How hard is it to find your site when you do a search engine search?

Business central

The Don Ryan Center for Innovation is helping to grow businesses and the economy in the Bluffton region. Founded in 2012, the center is a nonprofit dedicated to helping entrepreneurs succeed and innovative companies grow. It provides innovators with the space, resources, experienced guidance, and contacts needed to successfully launch and grow their businesses.


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