How to Relax on Holiday AND Keep Your Business Growing

For business owners, summer holidays can become stressful rather than relaxing. Why? Because being away invariably means letting go, at least a little anyway.

In my latest blog, I discuss 5 ways to improve your productivity but, instead of being all about working harder, the tips focus on how to be more efficient and effective with your time.

The same applies when you want to take a break from the business. It’s so important for business owners to find a balance between taking time off and keeping the business alive and kicking. Read on to find out how.

The benefits of holidays

Holidays are good for us. We all work so hard that we need to have some downtime, or we will burn out.  Holidays help us to manage stress, improve sleep patterns, reduce blood pressure, and reconnect with family and loved ones. They help us take stock, prioritise and reconnect with goals.  And the benefits can last months.

The downsides of holidays

On the other hand, when you run your own business, there are certain downsides of taking a holiday. Not only is there extra work before you go and catch-up on your return, there is often little or no revenue generation whilst you are away.

On top of this you have the double-whammy financial impact – especially if you have a business model that depends in its entirety, or greatly, on you delivering all the work to get paid. You pay for the holiday and then lose income when away, putting even more pressure on you to relax ….. does that ever actually work? 

How to find a balance and escape from it all

Let’s get one thing straight: if you run a business that totally depends on you delivering the work to get all your revenue, you need to look at your business model.

Start thinking about ways to generate some passive income, or consider how you could spread your revenue over a twelve month period but only deliver for ten months.

This type of challenge is one I regularly speak to my clients about as no-one can work all year round. We need a break from our business in order to continue offering our customers the very best we can.

Of course, this type of change doesn’t happen overnight but, once you know that everything is well organised and working, you truly give yourself the chance to actually switch off and relax.

Processes and systems

Let’s look at how you can make the most of some cloud-based systems (low cost, often free) which work together beautifully.  Simply by setting up some processes and systems, or reviewing and tweaking the ones you have, you can make sure your business is ticking along and generating leads even if you’re not actively delivering chargeable work.  To the outside world it will appear to be business as usual, even when you are taking a well-earned break.

I have put together a handful of packages, available to us all, to show you how it really is possible to keep your business going when you’re on holiday.

Where to focus your energy before going away

Before we delve into the detail, a few quick words on the build up to your break.

The weeks and days leading up to going away should be focused on keeping on top of your client work, but also investing time and energy in setting things up so that your systems and processes are taken care of.

The following packages work together to help you continue to attract, engage, and keep, great clients throughout the year.

Most importantly though, they can be left to their own devices while you are away. This gives you the opportunity to truly relax and recharge.

When you return from your break you will be able to give your clients, and your business, the best possible service – which is really what they deserve.


Capsule is a smart, simple, online CRM. You can integrate your website contact form with CapsuleCRM to ensure that all new leads and contacts are recorded.  Any tasks that are due whilst you are away will remain on the dashboard so that you can take care of them on your return.  Communication, which goes out via Mailchimp, will be recorded on CapsuleCRM – as will the financial transactions through its perfect integration with Xero.  Emails which are sent via outlook (you could use the delay delivery option) are also recorded in Capsule.

The Capsule app is great and handy if you find you do need to send a quick email or two whilst you are away!

If you have a sign-up form for an audience in Mailchimp, make sure you enable the webhook so that any new activity (updates, subscribes and unsubscribes) are fed through to CapsuleCRM.

If the contact isn’t already on Capsule then a new contact record will be automatically created together with a task to remind you to enhance the record when you are back from your holiday.


Xero is a cloud-based accounting package. If you are away over month-end, Xero can set up recurring invoices so that they are sent on time.  You can customise the covering email, so the client still receives the communications they are used to.

If your client doesn’t usually pay you a regular sum each month, you can set up a task (in CapsuleCRM) to cancel the recurring invoice on your return and go back to the way you usually invoice.


Mailchimp is an email delivery and list management tool. With the help of automation, your contacts can receive regular emails straight to their inbox without you having to hit the send button each time.  One-off campaigns can also be scheduled to go out when you are away.

Do you offer a newsletter sign-up form (GDPR compliant of course 😉) ? Use Mailchimp to kick-start a series of emails through the automation function.  As above, simply set up a web-hook to capture these new contacts in CapsuleCRM.


This social media scheduling tool and dashboard helps you set up your social media messages for the whole time you are away. Use it to promote downloads to build your list, to generate sign-ups to your newsletter, and build interest in your brand.


Don’t let your T&Cs get stuck in your clients’ inboxes whilst you are away by using Signable which reminds people to electronically sign if they don’t do it straight away. Using digital signing means less stress worrying about the status of your documents and more ease adding a signature to a document, and you can be confident that it’s all being taken care of whilst you’re relaxing.


Relax on holiday

Spending some time and energy on preparing these tools now  will pay dividends as you continue to generate interest in your business during your holiday.

Gone are the days of coming back from a break and spending double the time catching up. All the information you need will be at your fingertips in CapsuleCRM.

And if you can’t completely prise yourself away then the Capsule Mobile app is excellent.

Once you return, invigorated after a great holiday, you will be in an excellent position to hit the ground running. All your new energy will give your business the boost it needs to grow.

Learn more

If you’d like help with any of the software mentioned, how they link together, or with any other area of your business, please contact me for a free initial conversation.

If you would like to receive my Growth Hack Bulleting in which I share help and advice to help you Grow Your Business then please SIGN UP HERE

All that is left to say now is “Happy Holidays!