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Write a social selling plan for 2023 to set you up for success. 🎉

New year, new me… it’s a cliche but there’s nothing like the beginning of a new year to assess how last year went and set some goals for the coming year. Goals are important, but goals aren’t enough. A solid plan of action to support your goals is what will drive your actions in the direction of achieving your goals.

In this guide, you'll find the top resources for building a solid action plan for 2023. There’s a mix of articles, templates and video courses. Dip in and out of what resonates with you and remember, you can always come back later. 

Build a Successful Social Selling Business

Step 1: Reflect

Step 2: Write your Business plan

Step 3: Time management

Step 4: Mindset 

Step 5: Craft your why

Step 6: Tactics to build a profitable direct sales business

Step 7: Prepare some great message templates

BONUS: Use the Daily, Weekly, Monthly Checklist

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Good luck! 💜

Step 1 - Reflect

Before you start planning, sit and reflect on how the last year has gone. 🌎

Ask yourself these questions:

  • What made me proud?
  • What was the most rewarding part of building my business?
  • Did I achieve a good work life balance?
  • Did I have any goals? Did I achieve them? 
  • What were the greatest challenges?
  • What challenges were completely outside of my control?

Either jot down some notes or think over your answers. 📝

Reflecting on 2022 will help you remember what worked well, what you’d like to improve on and help you determine what is really important for 2023.

Step 2 - Course: Define your goals for 2023

After reflecting on last year, it’s time to figure out your goals for the year ahead and write a plan that will keep your workflow focused on reaching your goals.

Writing down a plan of action is a really great way to make sure you stay on track. 

It gives you:

  • Accountability 
  • Focus
  • Direction

Jim Larsen is a Business Coach and Network Marketer. He’s brought his two passions together to teach you how to write a Business Plan for social selling. 

Top Tip: Download Jim’s business plan worksheet to either fill in or give you an idea of how you can structure your business plan. 

What’s a good goal for 2023?

Depending on how much time you have to work on your business, only choose between 1 and 3 goals. Any more and you’ll struggle to dedicate the time and energy required to achieve them. 

A useful acronym for setting goals is SMART

Specific, Measurable, Achievable, Relevant, and Time-Bound.

Here are some examples:

  • To increase my team by 10% each quarter
  • To read 1 new article or watch 1 new video each week to learn more about marketing
  • To increase my repeat customers by following up after each purchase
  • To improve my team’s moral by hosting 1:1 training sessions every week
  • To practice mindset techniques every day to improve my confidence
  • To be more proactive in building connections spend at least 30 minutes x 3 times a week messaging and replying to people

^As you can see, different goals require different time, strategies and effort. 👀

LevelUp Jim Larsen

Take Jim’s LevelUP course to plan your business building activity for 2023.

Write your Plan
LevelUp Jim Larsen

Step 3 - Time Management

One of the biggest challenges for social sellers is not having enough time in the day to do everything needed to run a business. Which is counterintuitive? As lots of people take up social selling because they want more time freedom and flexibility for themselves and/or their family. 

Megan Sumrell can help! 🎉

She is a network marketer who felt exactly the same way. Convinced there must be a better way, she dedicated herself to learning all about effective time management and then tested it with herself and her team until she found a strategy that worked for social sellers.

LevelUp Megan Sumrell

Take Megan’s course now to truly work your business in small pockets of time. 

Take control of your time!
LevelUp Megan Sumrell

Step 4 - Mindset

We all have those days when we question… can I do this anymore? 😕

Deb Erickson is a mindset expert. She uses neuroscience to help social sellers move past their roadblocks by finding the right mindset tool to unlock their actions.

LevelUp Thumbnail Deb 1

Take Deb’s course to identify your roadblocks and how you can move past them.

Unlock your potential
LevelUp Thumbnail Deb 1

Step 5 - Craft your Why

Your why is the golden thread that runs through all of your conversations. It helps others understand why you’re so passionate about your business and it helps you support others in finding their why. 🌈

It’s great to reflect annually on your why. Has it changed? Is it still relevant to your journey? Do you want to update it?

What Is Your Why

Read this article to refine your why and remind you why you’re really building this business.

Refine your Why
What Is Your Why

Step 6 - Tactics to build a profitable business

Why did you start social selling? 💬

Likely, it was to make money.

When you’re planning for 2023, make sure your plan prioritizes activities that help you build a sustainable business that turns a profit.

Becky Launder is a network marketing expert that helps cut through the noise so you’re prioritising on activities that contribute to profit building. There are so many things you could be doing, but what should you focus on to actually make you profitable. Find out in Becky’s course. ⬇️

LevelUp Thumbnail Becky

Learn tasks that are going to actively move the needle on your business. 

Prioritize your tasks
LevelUp Thumbnail Becky

Step 7 - Prepare some great message templates

Next, it’s time to take a look at the messages you send out frequently and your template messages.

Having a stack of pre-saved templates speeds up your outreach and makes it easier and quicker to personalize reach out (check out how to do this in Penny).

It’s a good idea to review these annually so they stay fresh, relevant and help you speed up personalizing your outreach. 💜

Nice Woman Type On A Laptop Working At Home Freedom And Happy Thinking Looking Outside

Take a moment to refine your messages to make you more efficient in 2023.

Refine your Message Templates
Nice Woman Type On A Laptop Working At Home Freedom And Happy Thinking Looking Outside

BONUS - Use the Daily, Weekly, Monthly Checklist

Designed specifically for social sellers, download this FREE checklist that gives you an overview of the activities you can do daily, weekly, monthly and annually to build your business. ✅

Checklist Mockup 1

Stay on top of your to-do list, daily, weekly, monthly and yearly. 


Download the checklist
Checklist Mockup 1
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