Worksheet No. 7: Outsourcing

Even as a solopreneur working from home, you can’t do it all. At the very least, you’ll need a bookkeeper and/or accountant, and a lawyer. Sure, you can do the bookkeeping yourself. But you’ll save headaches — and, ultimately, money — by hiring someone to help you out.

Your relationship with any consultant should be based on trust and mutual respect. Your sense that you will have a good working relationship is as important as his or her skills.

Here is another Mom Incorporated worksheet focused on tasks you’d want a bookkeeper to accomplish. If you don’t want to mark up the book, you can download the chart.

DOWNLOAD: Worksheet #7:  At-A-Glance Grid

DOWNLOAD: Worksheet #7:  At-A-Glance Grid

Worksheets No. 5 & 6: Goals and Milestones

You have a firm handle on your market, your competition, and your marketing tactics. Next step: a look at the bigger picture — your business goals, and the milestone points along the way to reaching those goals.

Goals have to be clear and measurable, such as making a certain amount of revenue or increasing the number of clients in a certain time period by a specific percentage. Milestones help you break things down into manageable chunks you can achieve over time. By setting dates for achieving milestones, you’ll have a better way to track your progress over time.

Here are two more worksheets from Mom Incorporated, focused on business goals and milestones. If you don’t want to mark up the book, you can download the charts.

DOWNLOAD: Worksheets #5 and #6: Short-Term Goals and Milestones.

DOWNLOAD: Worksheets #5 and #6: Short-Term Goals and Milestones.

Worksheet No. 4: Marketing Tactics

Once you’ve determined your business basics, you’ll need to market your company. This, too, needs to be an integral part of your planning. You need to know how you will get clients and customers.

Here is another in the wide range of worksheets included in your copy of Mom Incorporated. If you don’t want to mark up the book, you can download many of the charts. This one focuses on marketing tactics.

DOWNLOAD: Worksheet #4: Marketing Tactics (right click on PC or CTRL click on Mac to save to your computer).

Fill out this chart with at least seven specific tactics to cut through the noise and reach people.

DOWNLOAD: Worksheet #4: Marketing Tactics

Worksheets No. 2 & 3: Who Is Your Target Market?

Here are two more worksheets to help you plan out your business journey. They are among many worksheets and checklists included in the book Mom Incorporated. The book’s charts help you decide how much you need to make, how to set up your office and how to home in on your target market. Here’s a chart you can download, which focuses on your target market and your competition.

DOWNLOAD: Worksheets #2 and #3: Who Is Your Target Market? and Who Else Offers Products or Services Similar to Yours? (right click on PC or CTRL click on Mac to save to your computer).

DOWNLOAD: Worksheets: Who Is Your Target Market? and Who Else Offers Products or Services Similar to Yours?

Worksheet: Getting a Handle on Your Time

Mom Incorporated includes a variety of worksheets and checklists to help you plan out your business journey. It features charts to help you decide how much you need to make, how to set up your office and how to home in on your target market. Here’s a chart you can download, which focuses on getting a handle on your time.

DOWNLOAD: Worksheet: Getting a Handle on Your Time (right click on PC or CTRL click on Mac to save to your computer).

DOWNLOAD: Worksheet: Getting a Handle on Your Time