5 Steps to Determine Your Priorities and Streamline Your To-Do List

5 Steps to Determine Your Priorities and Streamline Your To-Do List | SheCanCoterie.com

For goal-getting entrepreneurs, the hundreds of little tasks that must get done each and every day can pile up and spark a spiral of overwhelm and frustration. And for those bootstrapping entrepreneurs planning and implementing without the support system of a team, the to-dos can be particularly daunting!

It’s so easy for business leaders to get caught in the weeds, since we are the ones DIYing everything and working to make every part of the engine run.

But here’s the thing: when we focus on tasks first, it’s impossible to prioritize.

This is because tasks themselves have equal value and weight. Yes, some might have a more pressing deadline than others, but these day-to-day tasks (like posting to social media, scheduling a brand photoshoot, writing the blog, etc.) are equal in importance at the task-level.

When we focus on tasks first, it's impossible to prioritize.


The key to making our business goals come to life is this: before making a list of what tasks must get done, we have to determine our big-picture priorities and goals.

Our job as CEO is to be the visionary in our business. We must see the future, know what changes need to be brought to life to get there, then break those changes down into goals, projects, and tasks.

But how can we set priorities if everything seems important?

Here are 5 simple steps you can take today to help determine your priorities and streamline your to-do list:

1. Envision the future

As visionary and CEO, it’s your responsibility to see the future of your business in order to map out an action plan for growth.

Ask yourself, where do you want your business — and yourself — to be in one year

Make a detailed list of what that future looks like for you and your business. What is your income? How many clients are you working with? Has your team grown at all?

2. Make a list of the most important things that need to change in order to make that vision a reality

What are the differences between then and now? How many clients will you need to take on? Will you need to launch a new product, package, or service offering? Will you need to hire an employee or outsource to a virtual assistant or business management agency?

Be detailed!

3. Create SMART goals

Take those changes and turn them into SMART goals — specific, measurable, actionable, realistic, and time-bound.

For example, if your desired change is to be more profitable and increase your monthly income, a SMART goal might be to increase profits (specific) by 15% (measurable, actionable) within the next calendar year (realistic and time-bound).

Create a SMART goal for each major change you want to bring about in your business, but don’t get too carried away. Focus on 2-3 SMART goals per quarter to keep things actionable and realistic!

4. Develop projects

Break down each SMART goal into a series of projects that needs to be done to support that goal.

For example, you might need to launch a new product, develop an launch funnel, etc. in order to make your income goals happen. Make a list of these projects under the corresponding SMART goal they support.

Again, don’t overwhelm yourself with too many projects and too many goals! A good rule of thumb is 2-3 projects to support each quarterly goal.

5. Assign tasks

Now for the nitty-gritty details!

Take each project and map them out in your project management system (our fave is Asana!) by placing them on a timeline and developing tasks. Get detailed and specific. Make a task for even the smallest of details - you don’t want to miss anything!

Assign yourself to each task and provide dates for yourself to get them done. Now you have a daily plan of action to make your goals come to life!

By breaking down your big business vision into goals, projects, and tasks, you’re now able to tackle your daily to-do list, confidently knowing that each time you check off a task you’re one step closer to making your goals reality.

And there you have it! Five simple steps that can take your biz to the next level.

Are you feeling caught in the weeds?

Overwhelmed with trying to make all the things in your biz happen? We can help with that. First, head over here to see just some of the many things that our team of experts can take off your plate so you can get back to doing what you really love. Next, sign up for our Manager to CEO ebook, which will help you to identify what's holding you back + make an action plan to move forward.

    How to Build a Quiz with Interact

    We sometimes talk about and link to tools, sites, books, and fun stuff that we LOVE. And sometimes those companies will give us a little gift for sharing. We promise to be straightforward with you and to only share the very best things.

    how to build a quiz with interact


    You just found out that according to a Facebook quiz, your bestie is a Slytherin (when you've sooo pegged her for a Hufflepuff). 

    Not surprising:

    Building your OWN quiz can be super beneficial to your business AND ridiculously easy to do!

    In our last post, we shared how one of the best ways to find your ideal clients and welcome them through the door is by building a quiz.

    We talked about how quizzes are great incentives for people to join your email list and can help you learn SO much about the audience you're currently reaching (as well as give you great insight for how you can adjust your marketing strategy).

    If you haven't already written your quiz, head here to get the low-down. Once you have it, come back and let's get to building!

    Or if you like to skip ahead, you can get your quiz builder worksheet right here:

    Ready to set up your quiz?

    We're so excited to introduce you to our absolute FAVORITE quiz software, Interact. These guys are the real deal. The software is super simple to set up, customize, connect with ConvertKit, embed, and share on your site! It does everything you need it to do and they have amazing customer service!

    1. Set Up Your Account and Log In

    Interact makes it super simple to create an account and test out their quiz platform for FREE.

    2. Create Your Quiz from Scratch or From a Template

    Click the Create New Quiz button. You can start from scratch or use a pre-made template. You will already have a framework to start filling in the blanks.

    Choose your industry and your desired quiz type. The types you have to choose from are:

    • Assessment — each questions has a right or wrong answer

    • Personality — like a Buzzfeed quiz and probably the most popular

    • Scored — If you want to score each answer

    Then choose the template that you want to start with.

    3. Edit the Title Page

    Add a title, upload a cover image, fill in the quiz description, and update the start button with something compelling that relates to your quiz description, like "Let's find out!" or "Show me my character!"

    4. Add in Your Results

    Update your result titles, switch out the result images, add in the result description (we recommend keeping it short and sweet — a few sentences or a short paragraph will do), and update the button to link to some valuable content you have created for them. If you don't want to link to anything, you can hide the call to action button.

    5. Add in Your Questions and Answers

    Next, click to each question. Update the question and answers. You can even add images if you want! You can also reorder the questions and answers.

    6. Edit Your Result Correlations

    Navigate through each question to make sure the answers point to the right result so Interact knows where to point quiz-takers at the end.

    7. Update the Branding + Styles

    Add in your logo, fonts, and colors to ensure your quiz visuals are consistent with your branding.

    8. Enable Lead Capture and Data Collection

    Select the contact fields you want to enable, edit what the form says, and then connect it to your email provider.

    9. Save, Publish, Share, + Embed

    Interact will now give you the option to use your quiz as a pop-up, an announcement bar, a Facebook ad, embedded in your site, in a direct link, or in a social post.

    10. Grow Your Email List with Your New BFFs!

    Set up your quiz and announce it to your followers online. When people take the quiz, they'll be able to share their results on their social media pages, which will bring in more quiz-takers! Everyone who wants to view their results will be added to your email list. See? Interact makes list building SO easy.

    Even though your quiz is beautiful and shareable, the most important part of the process comes next!

    Make sure you write a nurture email sequence for those who opt into your email list because they took your quiz. This is so important! You should have at least one nurture sequence, but you could also write a sequence for each test result if you'd like to segment your list.

    We will be sharing how to set this nurture sequence up and connect it to Interact next week, so make sure to stay tuned!

    how to write a quiz to find your ideal clients

    If you're ready to write a quiz to grow your email list and your business, but you’re still a little intimidated by the process, you can download our quiz builder template below.

    This will help you lay out how you want your quiz to work and keep yourself organized throughout the process.

    How to Build a Quiz to Attract Your Ideal Client

    How to Build a Quiz to Attract Your Ideal Client | SheCanCoterie.com

    How are you finding your ideal clients? Are you just hoping they stumble onto your site through your social media channels?

    There are plenty of ways to make sure you're attracting the right audience — from being strategic with your pricing to always staying on brand in your social media presence to making sure that you’re thinking of that ideal client when you’re writing your blog posts or website copy (to ensure you're writing directly to them).

    One of the best ways to find your ideal client and get them through the door is by building a quiz. Here's why.

    Quizzes are a great way to grow your email list.

    Everyone is talking about growing your email list, and for good reason. This is a huge topic I'd love to talk about in a separate post, but here's the bottom line: you own your email lists whereas you don’t own your social media channels.

    If Mark Zuckerburg ever decides to shut Facebook down, your business page followers will be gone in an instant. If your email list provider shuts down, you can simply export the list of emails you've collected and choose a new email list provider to use.

    Your email list will outlive your social media channels every time, so it's important to get people on your list. Readers are more likely to subscribe to your email list if you give them something of value in return. We call those free gifts "opt-ins" or "lead magnets."

    Quizzes are FUN, and custom quiz results are a great incentive for joining your email list.

    Have you ever taken an Internet quiz to see which Friends character you are or where in the world you should vacation next? You clicked on it because it was something easy, fun, and gave you instant gratification. All you had to do was pop in your email address and your results were delivered within seconds. 

    See what they did there? You gave your email address in exchange for the opportunity to find out if you were Rachel, Monica, or Phoebe.

    It wasn't an icky sales tactic. You were happy to hand your email address over, as long as the content that follows is valuable.

    Remember: being invited into someone’s inbox is sacred ground. People who give you their email addresses are trusting you to give them the very best content. If you consistently give readers amazing value, they'll be willing to become your clients. If you spam them, oversell, or send them emails that aren't helpful (read: don't address their pain points) they will unsubscribe.

    SO, quizzes can be instrumental in growing your email list, but only if you put time and effort into the follow up. Make sure you create a good strategy for your email list and stay consistent. (P.S. We can help with that!)

    Finally, quizzes allow you to get to know your audience.

    Your quiz analytics will tell you just who you're reaching online. As you look through the results, ask yourself these questions:

    • What type of person are you [purposely or inadvertently] attracting? Does that person line up with who you want your ideal client to be? Or do you need to redefine your ideal client?

    • What are your audience’s demographics (age, gender, location, etc.)?

    • Based on their quiz choices, what do they want from you? What do they need from you?

    The insights you gain from these questions will help you determine your next steps for your branding decisions, email list strategy, offerings, marketing, etc. And the more strategic you are, the more clients you'll book.

    So, have we convinced you that a quiz will help you find your ideal clients? Good. Let's dive in!

    Start by Figuring Out Your Quiz Results

    We know it seems backwards to start at the end, but trust us! If you begin with the end in mind, you’ll be able to frame your questions and answers around the results. Trying to do it the other way around can be confusing and may distract you from what you really want to achieve with your quiz.

    Look at your ideal audience and separate them into three or four “types." These are going to be your quiz results.

    You can identify these types in one of two ways:

    • By your offerings or products (because then you'll know who to market what to)


    • By readiness to purchase (because then you'll provide them with what they need to get ready to purchase your offering or product)

    You can find out what their problem area is and market the specific solution to them. Or you can find out how ready they are to hire you. If there is a large gap, you can offer them resources and education to get them up to speed and ready to work with you. And if they are ready to work with you, all you have to do is let them know how to book your services!

    When you begin writing your quiz, you want to learn as much about that person as you can.

    You can do this by surveying your current clients and/or audience. You could also do this by simply doing research in your niche or area of expertise.

    Since these are your ideal clients, you should already know a fair bit about them like what makes them tick, what their motivation is, what pains them, and what they want. Our favorite questions to ask are:

    • What are their pain points?

    • What are they afraid of?

    • What’s holding them back?

    • What do they want?

    • What are they proud of?

    • What do they need to grow to the next level?

    After you’ve written your results, get started on your questions.

    Here are some examples of questions you can ask:

    • What would your loved ones say is your biggest strength?

    • What collective of adjectives fits you best?

    • Which statement best describes your personality?

    • What stage is your idea in?

    • What is your purpose as an entrepreneur?

    • Which quote best describes your philosophy?

    • When it comes to your business, what do you see yourself doing?

    • Which member of your friend group are you?

    Next, come up with your multiple-choice answers.

    This is the part where you get deep into the mind of your ideal client. Think about their circumstances, think about how they spend their days, what they are drinking at the moment, or even what they love to watch on Netflix. How would that ideal client answer those questions and how are those answers going to lead them into each quiz result and then into your offerings?

    Even though your quiz copy is completed and polished, the most important part of the process comes next!

    Make sure you write a nurture email sequence for those who opt into your email list because they took your quiz. This is so important! You should have at least one nurture sequence, but you could also write a sequence for each test result.

    Here's a basic template for how you could lay this out:

    1. Their result and next steps. What are they supposed to do with this information? Is it a prompt? Read some posts on your site?

    2. An intro to you + your biz. How can you help based on their quiz results? Point them to a resource you offer. Depending on your audience, you probably want to start them off with something free.

    3. More value. What other tidbits or quick wins can you give them? Try to reframe a way that they are thinking about you or your offering.

    4. More value + small sell. More mindset reframing. Tips and tricks. Education. And a small paragraph where you introduce or offer them something that you sell.

    5. Sell. They've now opened 4 emails from you and each has provided great value. They know you are in it for the long haul, not just to make a quick buck. Feel free to really show them how you can help them with your service, course, or other offering here.

    6. More value, always. Once you've made the sell, don't stop providing value. It might take more nurturing and more selling before they are ready to purchase. Make sure you establish a consistent newsletter strategy moving forward. (Need help setting that up? We've got your back!)

    how to write a quiz to find your ideal clients

    If you're ready to write a quiz to grow your email list and your business, but you’re still a little intimidated by the process, you can download our quiz builder template below.

    This will help you lay out how you want your quiz to work and keep yourself organized throughout the process.

    Next week we will be walking you through exactly how to set up your new quiz on our FAVORITE quiz platform Interact. And from there how to setup and connect your email funnels! Don’t worry, girl, we got you!