Your Q4 Kickoff Checklist – 9 Things to Do Before October Hits

You’ve made it through the summer fog.

You’ve refocused in Q3.

Now it’s go time.

Q4 starts now - whether you’re ready or not.

The next 90 days can define your entire year.

And if you want to make the most of it, you need more than motivation…

You need a clear, focused plan.

So let’s get tactical.

Your Q4 Kickoff Checklist:

1. Review your pipeline

   What’s likely to close in Q4? What’s stalled? What needs a push now to land before year-end?
   

2. Tighten your billing rhythm
   
   Are invoices going out consistently and quickly? Is someone following up on overdue accounts weekly?
   

3. Refresh your pricing strategy

   The holidays create urgency - are you using that strategically?

   Consider bundling, limited-time offers, or value-based pricing to boost margin without racing to the bottom.
   

4. Assign roles for Q4 execution
   
   Who owns what? Your team should have clear responsibilities for revenue, delivery, and client communication.
   

5. Lock in campaigns & year-end pushes
   
   Holiday offers, service upgrades, or end-of-year planning packages should be in motion - not reactive.
   

6. Audit and control Q4 expenses

   Trim the excess. Eliminate subscriptions or tools you aren’t using. Watch for recurring costs that crept in during summer.
   

7. Forecast cash through December
   
   What big inflows and outflows are coming? Do you have enough runway - or do you need to shift timing?
   

8. Re-engage your best clients
   
   Don’t let relationships go quiet. Now is the perfect time to upsell, cross-sell, or lock in 2025 contracts.
   

9. Revisit your top 3 drivers
   
   Of the 16 Drivers of Revenue, Profit & Cash Flow, which ones are most critical right now? Focus there - fixing the right things beats fixing everything.
   

This is what we walk clients through every year - and the results speak for themselves:

• More closed deals

• Healthier margins

• Stronger cash position

• Less chaos going into the holidays
  

Ready to run through your Q4 checklist together?

We’ll walk through your numbers, operations, and opportunities - and make sure you're ready to hit October running.

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