The Entrepreneur’s Guide to Starting the Year With Momentum

Momentum, Energy, systems, money, offers, and CEO habits that set the tone for your best year yet.

The beginning of a new year is more than a date change—it’s a reset, a strategic opening, and an energetic shift for entrepreneurs who desire growth, clarity, and consistency. Whether you’re a coach, service provider, or digital CEO, starting your year with momentum determines how the next 12 months unfold.

This guide walks you through the five core foundations every entrepreneur should focus on at the start of the year:

✔ Energy-setting

✔ Systems

✔ Money goals

✔ Offer planning

✔ CEO habits

When you align these five areas, you step into the year with intention—and operate like the leader your business needs.

1. Set Your Energy for the Year (Your Inner Strategy)

Before the goals, before the offers, before the to-dos—your energy determines everything.

Why Energy-Setting Matters

Your energy influences:

How you make decisions
How consistently you show up
The opportunities you attract
Your creativity and clarity
Your overall entrepreneurial resilience

When your inner world is scattered, so is your business.
When your energy is grounded, your business has direction.

How to Set Your Energy for the Year

✔ Choose your word of the year
Examples: Expansion, Clarity, Confidence, Abundance, Focus.

✔ Define your energetic standards
What you will and will not tolerate this year—from clients, routines, or your own habits.

✔ Revisit your vision
Where do you want to be 12 months from now?
Who are you becoming?

✔ Create your CEO morning ritual
Even 10 minutes of intention changes the trajectory of your day.

✔ Release what didn’t work last year
Let go of: misaligned offers, draining clients, lack of boundaries, or old stories.

Energy is the foundation of true momentum. Without it, systems and strategies collapse.

2. Build or Upgrade Your Systems (Your Outer Strategy)

Momentum doesn’t come from hustle—it comes from systems.

Systems help you:

Save time
Increase consistency
Reduce decision fatigue
Scale without burnout
Operate like a true CEO

At the start of the year, evaluate the key systems that support your business.

Core Systems to Set Up or Refresh

1. Visibility + Content System
A repeatable process for:

Planning
Creating
Scheduling
Repurposing

Pro tip: Use batch creation + AI tools like ChatGPT or Descript for speed.

2. Client Delivery System
Your onboarding, client communication, and results tracking.

3. Lead Generation System
How you attract aligned prospects consistently (funnels, social, email strategy).

4. Sales System
Your processes for:

Consult calls
DM conversations
Follow-up sequences
Launch workflows

5. Back-end Operations
Tools that run the business so you don’t have to:

Notion or ClickUp
Dubsado
Zapier automations
Google Workspace
Stripe invoicing workflows

Momentum is not about doing more—it’s about building better systems that multiply your efforts.

3. Set Your Money Goals (Numbers That Guide the Year)

Your financial plan is the engine behind your growth.
Money goals are not just revenue numbers—they are decisions.

Three Money Goals Every Entrepreneur Needs

1. Revenue Goal

Decide your total revenue target for the year.
Then break it down:

By quarter
By month
By offer

2. Profit Goal

Revenue means nothing if your profit margins are low.
Define your ideal expenses, contractor budget, and pay-yourself plan.

3. Cash Flow Goal

Think about:

Recurring revenue
Payment plans
Predictable income
Emergency fund for the business

How to Make These Goals Realistic

Use this formula:

(Lifestyle Needs + Business Costs + Growth Investments) ÷ 12 = Your Monthly Target

When you know your money goals, your marketing, offers, and content strategy gain clarity.

4. Plan Your 2026 Offers (Your Pathway to Revenue)

Your offers are the vehicle that take you to your money goals.

Start your year by evaluating the following:

1. What offers stay?

Keep:

High-performing offers
Client-loved programs
Signature experiences
Drop:
Low-profit services
Draining deliverables
Outdated products

2. What offers need improvement?

Consider updating:

Delivery
Pricing
Client experience
Onboarding
Marketing angles

3. What new offers will you launch?

Possible additions:

Group coaching
Masterminds
Digital products
Templates
VIP days
Low-ticket memberships

4. Create an Offer Ecosystem

Think about lifetime value—not one-off buyers.

A healthy offer ladder includes:

Free lead magnet
Low-ticket entry offer
Mid-ticket coaching/program
High-ticket transformation

5. Map Your Launch Calendar

Plan out your launch cycles for the entire year.
This helps with:

Content planning
Revenue forecasting
Capacity management

Momentum comes from having a clear, compelling offer path—not spontaneous decisions.

5. Upgrade Your CEO Habits (Your Identity Work)

Your habits determine your results.
What you repeat daily becomes your year.

Key CEO Habits for 2026

✔ Weekly CEO Day
A designated day for strategy + review.
Tasks include: content planning, finances, team communication, and CEO-level decision-making.

✔ Morning CEO Routine
10–20 minutes of:

Journaling
Checking goals
Reviewing priorities
Prayer/meditation (optional)
Visualizing your future self

✔ Time Blocking
Protect your time by assigning blocks for:

Creation
Client delivery
Sales
Admin
Rest

✔ Data Tracking
Monthly tracking of:

Leads
Sales
Expenses
Growth metrics
Content performance

✔ Learning & Upgrading
Commit to:

A coach
A mastermind
A new skill
Books or training

Momentum is not a one-time decision—it’s a daily discipline.

Final Thoughts: Your Momentum Is Built Before the Year Begins

Starting the year with momentum isn’t about doing everything perfectly.
It’s about setting your energy, building systems, planning your revenue, refining your offers, and stepping into the identity of a true CEO.

When these five foundations are aligned, you don’t just start the year strong—you stay strong.

⚡ BONUS

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