September Business Plan - What to work on in your business this month

1 Sept

As we step into September, the final quarter of the calendar year begins to unfold — making it a crucial period for business owners. With spring emerging across both countries, there’s a natural sense of renewal and momentum in the air. Whether you’re preparing for end-of-year campaigns, gearing up for peak sales seasons or setting the stage for the New Year, September is the perfect time to recalibrate and get strategic.

Audit your sales & marketing performance (Q1–Q3)

Now’s the time to pull up your numbers and take stock. What campaigns worked well? Where did leads fall flat? Spring often marks a seasonal uplift in consumer energy — especially as people begin preparing for summer holidays, Christmas and end-of-year events. This means now is your moment to review what's already happened in the first three quarters and make adjustments ahead of the rush.

Action Steps:

Run reports on your lead sources, conversion rates and sales data.
Review marketing performance across Meta, Google, TikTok and LinkedIn.
Double down on what’s working and cut what’s not delivering ROI.

Finalise plans for the holiday season

September is the ideal month to ensure your finances are in order before the final quarter to guide the new few months campaigns and BTS actions to grow your momentum. Black Friday, Cyber Monday and Christmas campaigns should be finalised this month — especially for ecommerce and service-based businesses. Don’t wait until November (or the week before) to prep your holiday messaging, inventory or offers.

Action Steps:

Review cash flow projections through December.
Set aside budget for tax planning, professional services, or growth investments.
Get clarity on what expenses will support your final push of the year.
Map out your campaign calendar from October to December.
Plan email campaigns and paid media budgets.
Coordinate shipping, supplier and production timelines now to avoid last-minute stress.

Launch or refine a customer retention strategy

In the quieter months before the holiday madness, retention efforts can make a significant impact. Whether it’s a loyalty program, referral system, or client appreciation touchpoint, September is a great time to deepen relationships with existing customers.

Action Steps:

Introduce “Spring Rewards” for repeat customers.
Personalised check-in emails or thank-you gifts for your best clients.
Offer exclusive pre-sale access to summer collections or services.

Need help mapping out the final quarter and clarifying your next moves? Book a 1:1 strategy session with us. We’ll work through your goals, offers and customer journey to build a game plan that supports both short-term results and long-term growth. Book a strategy session.