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Kristen David

female business owner with a cup of coffee revising business plan

How to Revise Your Business Plan as You Grow

Effective business planning is vital to the growth and strength of your company. Many business owners know this, but in reality, planning often gets relegated a once-a-year event. December is National Write a Business Plan Month, and my team and I have been busy creating resources to help you create an effective plan. Once you …

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hand drawn clock with "time to plan"

Why Is It Important to Have an Effective Business Plan?

If you have followed me for any amount of time, you know I’m a planner. It’s built into every aspect of my business. Before I started Upleveling Your Business, I took a Saturday afternoon on the couch to sketch out my entire business plan for the first year. I obviously couldn’t anticipate everything – especially …

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A businesswoman working on a flowchart

Streamlining Your Client Onboarding System for Greater Retention

Sales and Marketing are both essential aspects of growing your business, but Client Onboarding is one area that is often overlooked. The reason that it’s often overlooked is because this is the one area of your business that you and your team have the least interaction with. If you think about it, every other area …

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