Four Ways to Maintain Momentum During the Holidays


Business tends to slow down at the end of the year, but there are still a few steps entrepreneurs can take to maintain momentum during the holidays. Many companies outside of retail accept that sales will be slower around the holiday season because customers are taking vacations and traveling. Your sales team, upline, and home office could also experience operations delays due to these same factors, making it harder to coordinate with your team as the end of the year approaches. Want to keep your pipeline moving? Here are four ways you can steer clear of a holiday slump:

Be Creative with Client Follow-Ups

Customers are going to have a ton of things on their to-do list in December, so it’s more likely that a follow-up email or call could be ignored. With some creativity, you can make it worthwhile for your clients to pick up their phones. Incorporate educational content with your follow up to give them a reason to open or answer. Emphasize that this is an important time to review their finances so they can anticipate and make adjustments for the upcoming year. Finally, remind them of the date for their annual review so they can put it on next year’s calendar.

Anticipate the Holiday Shut Down

Many people start their holiday vacations by December 15th. To anticipate this, make sure you take care of any client-facing business before then — close outstanding deals, make follow-up calls, and submit applications to avoid leaving any work in limbo during the last weeks of the year. Consider this your soft deadline to avoid any unnecessary delays in business.

Many people start their holiday vacations by December 15th. Consider this your soft deadline to avoid any unnecessary delays in business.

Check in With Your Teammates

This holiday slowdown is a great opportunity to touch base with your teammates. Take this time to check in on your people to see how they are faring with their duties and workspace. Ask them for feedback, pain points, and potential improvements. Knowing what your team needs is an important part of building a better business. By checking in with your colleagues, you can get a head start on keeping your team satisfied and efficient in the new year.

Take the Time to Train

Use this time at home to take advantage of Success Tracks™. With a full suite of Build and Sell courses now at your fingertips, there is no better time to go through our online learning curriculum and brush up on FFS processes, systems, carriers, and products. All you need is an internet connection, and you can access Success Tracks anytime, anywhere — perfect for the holiday break.

All you need is an internet connection, and you can access Success Tracks™ anytime, anywhere — perfect for the holiday break.

Running your business over the holidays means knowing the right balance between work and relaxation so you can hit the ground running at the start of the new year. If you would like more tips on making sure your business maintains momentum, check out our Thanksgiving blog post for strategies that can easily translate to any holiday. No matter what actions you take, we hope you have a happy holiday season.

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