Tuesday, October 30, 2018

SLIG 2019 Course Highlight: What Does it Take to Have a Successful Genealogy Business?

What does it take to have a successful genealogy business? Are you thinking about opening one? Are you interested in improving your existing business? If you answered yes to any of the above questions, this course is for you!


  • Jeanne Larzalere Bloom, CG
  • Teresa Steinkamp McMillin, CG
  • David E. Rencher, AG, CG, FIGRS, FUGA


  • This course requires active interaction and participation. At the end of the week, each student will have a unique business plan crafted from each day’s homework.
  • Sessions include hands-on activities. Students should bring a laptop computer with a word-processing and a spreadsheet program installed. Nightly homework assignments will include income and expense accounts, creating a weekly calendar, marketing and promotion, and business plans.

Daily Goals

  • Day 1 we focus on setting goals for our business and the tools for measuring and monitoring the health of our business: finances. Students with existing businesses may want to bring three-years of balance sheets and income and expense statements.
  • Day 2 we concentrate on client relations beginning with the inquiry through the final report and invoice. These steps are combined with time allocation and management to create a weekly calendar.
  • Day 3 the discussions focus on client reports, marketing, promotion, and time management. Students develop the marketing and promotion piece for their business plans.
  • Day 4 is devoted to creating future plans for education and credentialing; developing financial projections; creating marketing plans; and time management. Students use the homework pieces as the basis for creating a business plan.
  • Day 5 we discuss expanding our businesses beyond client research to include revenue streams like writing and speaking.


For details, go here. To register, go here.

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