390. Annual audit & rebooking strategies
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390. Annual audit & rebooking strategies
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In this episode, I'm talking about the importance of doing an annual audit for your balloon business. Analyzing past events, tracking potential repeat clients and setting goals for the upcoming year… it's all included!
Listen in for tips on:
- Using your calendar and CRM to find data.
- Focusing on repeatable events for future bookings.
- Manually tracking important details.
- Creating a simple rebooking workflow.
- Setting realistic sales goals based on past performance.
In the UGlu Hotline, hear why I make cards for my installation kits.
Unlock three free bonus episodes!
RESOURCES MENTIONED:
Presenting sponsor: 17hats (get 50% off your 1st year)
2026 Bright Balloon Planner
Other sponsors & resources:
Havin' A Party Wholesale (save 5% on orders $200+ with code PODCAST)
Gemar USA
UGlu by Pro Tapes (save 5% on orders $200+ at Havin' A Party with code PODCAST)
DM @thebrightballoon on Instagram to ask a question or leave advice for the UGlu Hotline!
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