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the upwell blog

Kaitlyn of Upwell Strategies on computer

Everyone has goals for themselves, personal and professional. Business owners, however, have to create business goals in addition to their personal and professional goals. So what are business goals? What do they look like? How do you plan for them as a business owner? 

creating a sustainable sales funnel on computer

A lack of efficiency in your business means wasted time, money, and resources that can slow growth and hinder you from reaching your goals. Having a clear plan and a strategic partner in your business lets you rest in the knowledge that you’re heading in the right direction, and you’re not alone.

No matter what stage of business you’re at, it’s always a good idea to take time to analyze and understand your annual business performance throughout the year–and set fresh goals for the upcoming period. 

Caitlyn of Upwell

Promoting sales and offers during the holiday season is tempting for many business owners. We know consumers are looking for deals, and are prepared to spend. But as a service provider, we caution you from falling for the “sales season” trap! We talk about this more in our last blog.  However, whether or not you […]

creating sustainable sales funnel at table

In this blog, we’ll walk you through what a marketing funnel is, why it can benefit your brand, and how to start creating one.

Bridgette Simmonds

I felt so excited about the fact that I was working for myself in my business, doing what I love and yet I was absolutely exhausted.  Every single day.   One of the main reasons I chose to leave my full time job in corporate was so that I could experience the oft-imagined freedom of owning […]

I am an operations & systems strategist for impact-driven businesses looking to scale their business sustainably. The goal? For our clients to experience incredible clarity as we work towards their big vision for their business & its impact. 

If you are thinking “That’s exactly the support I need!”

Hey there! I’m Caitlyn, your biggest supporter in all things business and operations.

With guiding questions and tips for creating a successful strategy to grow your business!

Strategic Planning Workbook