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Dec. 23, 2025

390. Annual audit & rebooking strategies

In this episode, I’m talking about the importance of doing an annual audit for your balloon business. Analyzing past events, tracking potential repeat clients and setting goals for the upcoming year… it’s all included!

Listen in for tips on:

  • Using your calendar and CRM to find data.
  • Focusing on repeatable events for future bookings.
  • Manually tracking important details.
  • Creating a simple rebooking workflow.
  • Setting realistic sales goals based on past performance.

In the UGlu Hotline, hear why I make cards for my installation kits.

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Related to this Episode

Why Running an Annual Audit Can Transform Your Balloon Business

As balloon business owners, we spend most of the year focused on what’s right in front of us: upcoming installs, client emails, supply orders and busy weekends. But in episode 390 of The Bright Balloon, I'm making the case for something many of us a…