5 Ways to Organize Your Business Before Summer Hits
(So You Can Actually Enjoy It!)
Memorial day was this past weekend in the US and while the weather may not have reflected it here in the Northeast, it is the unofficial start to summer!
And it got me thinking… your business should be set up in a way so you are able to enjoy the season! Whether you're juggling kids at home, planning travel, or simply craving a slower pace this year - this is completely doable!
But it does need structure.
As an Online Business Manager who works behind the scenes in dozens of service-based businesses, I frequently see my clients - entrepreneurs, coaches, and creatives - finding themselves stuck in “go mode,” even when life is calling them to slow down.
The truth is, summer doesn’t have to feel scattered. A little bit of planning, supported by strong systems, strategy and team, can make all the difference.
So let’s break it down.
Keep scrolling for FIVE simple but powerful ways to organize your business now, so you can enter the summer months with more peace, presence, and freedom.
1. Create a Summer CEO Schedule
Start by looking at your calendar through a seasonal lens. What shifts in your day-to-day life during summer? What do you want more or less of? Then design your schedule around that vision.
Some suggestions?
Trim non-essential meetings
Batch content or client work into focused time blocks
Build in breathing room between calls or tasks
Set clear boundaries around your working hours
Think of it as your Summer CEO Schedule, designed to honor both your business and your life.
2. Automate What You Can
Automation doesn’t have to be complicated. A few well-placed systems can do a lot of heavy lifting for you during busy or travel-heavy months.
Use Dubsado or HoneyBook to automate client onboarding
Set up automated email reminders with tools like Zapier
Schedule your content in advance with platforms like Later or Tailwind (or just inside of Instagram or Pinterest itself!)
If something’s being done manually more than once, ask: Can this be automated or templatized?
3. Simplify Your Offers or Operations
Summer is an ideal time to get lean and focused. If you’re in a season of lower capacity, consider simplifying how you deliver your offers or manage operations.
Create a condensed version of your core service
Press pause on new projects and focus on maintenance
Streamline client communication with a shared dashboard or weekly update rhythm
This is about choosing sustainability over speed. Less chaos, more clarity.
4. Prepare Your Team With a Summer Plan
If you work with a VA, OBM, or small team, don’t wait until things feel off track. Take a proactive approach and get aligned early.
Share your summer hours, goals, and travel plans
Outline expectations for communication and response times
Set up a simple dashboard to track progress on key projects
When your team knows the vision and the boundaries, they can support you more effectively and you can step away with confidence.
5. Protect White Space on the Calendar
This might be the most important one: block the time off now.
Don’t wait for the perfect window, it likely won’t appear.
Use your scheduling tool to block off days or weeks in advance
Notify your clients and team early
Create an “out of office” process with clear next steps or emergency contacts
You are allowed to rest. You are allowed to step away. Your business will not fall apart when it’s supported by systems, strategy, and a trusted partner in your operations.
Summer doesn’t have to feel like a trade-off between joy and growth. With the right prep, you can have both.
This is exactly the kind of strategic support I offer my OBM clients, so they can take real time off without worrying that something’s going to break behind the scenes.
If that’s something you’re craving this summer, I’d love to support you.
Ready to get your business summer-ready?
Let’s talk about how we can organize your systems, streamline your operations, and build a support plan that lets you breathe.