Annual Check-In | date completed

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Date Completed:
Completed By:
Additional Notes:

<aside> <img src="/icons/forward_brown.svg" alt="/icons/forward_brown.svg" width="40px" /> Annual Check-In

🧭 1. Brand Foundation

▢ Review your mission and vision — do they still reflect what you're working toward?

▢ Revisit your core values — are you honoring them in daily operations?

▢ Check your ideal client profile — has it shifted or evolved?

✍️ 2. Brand Messaging

▢ Review your brand story — is it still compelling and relevant?

▢ Check your tagline and elevator pitch — do they feel clear and current?

▢ Audit your website copy — does it still speak to your dream client?

🎨 3. Visual Identity

▢ Revisit your logo and brand marks — do they still feel aligned and high-quality?

▢ Audit your color palette and fonts — are they still serving your brand mood/tone?

▢ Review your imagery and photography style — does it reflect your values and current work?

🤝 4. Client Experience

▢ Walk through your client journey — is it smooth, delightful, and aligned with your brand?

▢ Review your onboarding and offboarding materials — do they look and sound like you?

▢ Evaluate your referral process or loyalty touchpoints — are you encouraging connection?

📢 5. Marketing & Visibility

▢ Check in on your main marketing channel(s) — are they still working for you?

▢ Reflect on your content themes — are you sharing what matters most to your audience?

▢ Audit your social profiles and email signature — are they visually and verbally consistent?

🌿 6. Growth & Sustainability

▢ Revisit your offers and pricing — are they profitable and energetically sustainable?

▢ Reflect on what you’d like to grow or simplify this year.

▢ Ask: What part of my brand needs the most attention this season?

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