Do you struggle with quarterly business planning? Or, do you avoid it altogether? This essential task is required is to track the progress in your business, and create a plan for growth. However, it can be tough to get started with this if you don’t have the right mindset to begin with.

After having such a reflective morning, I wanted to share with you what my morning practice is and how it sets me up for the day ahead, before getting down to the details of how I go about doing my quarterly business planning. Because you’re 100% responsible for the results that you want in your business. Growth is a choice. You’re accountable for what happens or what doesn’t happen.

In this episode, I’m going to be sharing some very specific ideas and practices that position me to achieve my goals and give my company what it needs to move forward and thrive.

Key Highlights of the Episode

This episode was extremely actionable and insightful. Here are a few key highlights:

  • The importance of a morning routine – When I work through a solid and wholesome morning ritual I always feel energized for the day ahead. Simple things like drinking a nourishing smoothie and taking a quick walk with the dog can make all the difference when you have a busy day of planning ahead.
  • Start with a clean slate – Before I begin planning I set a timer for 15 minutes and dump out all thoughts and feelings that are weighing on myself. This includes personal things as well as work and helps me express emotions. Then I can begin my quarterly planning with a clean slate.
  • From “founder” to “CEO” mentality – After making your first six figures, you need to adjust your thinking from being a founder to being a CEO with the purpose of running and growing your business.
  • Gather and review the data – To know what you want to achieve you first have to look at past performance. Review all the key metrics of the past quarter and use these figures to make projections. Then ask yourself what actions are needed to achieve your goals.
  • Don’t complain about your audience – Your audience is a reflection of your own behavior. If you’re not consistently showing up and projecting the right way then you can’t expect to attract an audience that converts.
  • And lots more! Tune in now. 

Need help repackaging your private 1:1 coaching into a high-ticket group coaching program? We can help with that. 

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Also, if you haven’t done so already, subscribe to the podcast. I’m adding a bunch of bonus episodes to the feed and, if you’re not subscribed, there’s a good chance you’ll miss out. 

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This episode is brought to you by Leverage:

Today’s episode is brought to you by my group coaching program LEVERAGE. 

LEVERAGE™ is a comprehensive, high-performance coaching program for expert service providers who are ready to reclaim their time and sustainably surpass 6-figures in the next 12 months.

If you know you’re ready to grow with less private 1:1 clients and more leverage with group delivery at a high ticket price point, we can help!

In order to do that, it’s time that you stop mimicking what you see other course creators doing. No more discounts, downsells or complicated webinars pumped with thousands of dollars in paid ads. It’s time for you to learn how to articulate your value, elevate your messaging and enroll $3k-$10k group coaching clients. 

Every day, we help coaches and DFY service providers, like you, transform their 1:1 service into a SUSTAINABLE coaching business that is set up to automate the necessary aspects of your offer so you have the energy to show up, serve your clients and increase your business growth month after month.

Interested? Complete the Benchmark Assessment to help you pinpoint the exact gaps that currently exist within your business model. 

Visit to learn more and submit your application to receive the assessment today. 

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