Tools to Help You Prepare for the New Year

As the year wraps up, there’s a window of opportunity to prep for a smoother, more productive start in January. A few simple tools can help you set intentions, streamline your systems, and move into the new year with confidence.

Here are five of our go-to business planning tools to make your transition into the new year easier:

1. ClickUp – For Project and Planning Oversight

ClickUp is a powerful platform that keeps everything from yearly planning to day-to-day task management in one place. You can break down your big-picture goals into actionable tasks and timelines, track team capacity, and set up recurring workflows that align with your quarterly objectives.

Tip: Use the Timeline or Gantt view for a visual overview of your next 90 days.

2. Ivorey – For Simplified Client Journeys

If you’re running service-based offers, Ivorey makes it easier to manage the entire client experience—from onboarding to offboarding. Its all-in-one approach means less tech stack juggling and more time refining your client experience for the new year.

Try this: Set up your 2026 offer pipelines now so you can hit the ground running in January.

3. Voxer – For Flexible Communication

Voxer is ideal for async voice communication with your team or clients. It’s perfect for check-ins that don’t require formal Zoom meetings, helping you keep the momentum going even through holiday slowdowns.

Use it for: Weekly planning, voice notes, quick approvals, or reflections on what worked this year.

4. Canva – For Marketing Content and Planning Visuals

Whether you’re refreshing your lead magnet, planning a content series, or prepping a year-end wrap-up post, Canva helps you get it done quickly without needing a full design team.

Bonus: Batch a few evergreen templates in advance so you’re not scrambling when the year starts.

5. Google Meet – For Streamlined Client Calls

Need to wrap up strategy calls or host year-end review meetings? Google Meet keeps it simple and integrates easily with your calendar tools. Pair it with your booking system and prep docs to create a seamless experience for your clients.

Ready to Set Yourself Up for a More Efficient Year?

If you're looking to reduce decision fatigue, simplify operations, and start the year on a more focused note, we’d love to support you. Book a Breathe & Discover Call with us to map out what tools and systems will best support your next phase.