Quarterly Tune Up

Are you ready to propel your business forward with intention?
Or do you want to keep drifting?

The #1 strategy for driving your business toward your desired future is quarterly planning coupled with personal accountability. You probably already know this to be true. But actually implementing it in your own business can be challenging.

If you are ready to drive your business toward your personal vision of success, you need to commit to the Quarterly Tune-Up.

2022 Dates:

Q1: January 5th and 6th

Q2: April 6th and 7th

Q3: July 6th and 7th

Q4: October 6th and 7th

Daily Schedule: 

10AM-1PM Pacific | 1PM-4PM Eastern

As part of the Quarterly Tune-up you will:


Work through a comprehensive quarterly review and planning process with a group of like-minded entrepreneurs


Identify your top priorities for the next three months and leave with a plan to get them done without putting everything off to the end of the quarter.


Receive 13 weeks of non judgmental accountability and micro-coaching from an interested but unbiased expert.

Commit to the Quarterly Tune-Up and Start Driving Your Business Forward

(No More Always Feeling Behind!)

Gwen Bortner is a business owner, consultant, speaker and trainer for the past 35 years. Over the years she has owned multiple consulting companies, worked as a consultant for Ernst & Young LLP, ran the IT department for a competitive phone company and became a sought-out instructor on the national knitting circuit (yup-that’s a thing). As a natural educator, regardless of the role she is in, she approaches nearly every situation as an opportunity to share knowledge and also learn in the process.

Gwen describes herself as an operational strategist. With a focus on improved business operations utilizing the GEARS framework and leveraging her breadth of expertise, Gwen works with coaches and consultants who are tired of being overwhelmed and ready create sustainable, scalable and/or sellable businesses.

Honestly, I probably wouldn’t go through quarterly planning at all if it wasn’t for this group.  It is refreshing to see that many of the other participants struggle with similar things.  Getting someone else’s view on my struggle and an idea they may have that I didn’t overcome them is invaluable.  This being my second quarter doing this, I’m surprised by how much more manageable my lists of actions I need to take to reach the goals I set out seems than last quarter.  That is due in large part to the process of doing the review and planning, sticking following the list of actionable last steps last quarter, and coming again this quarter.

Elise Jones

Owner, Fancywork Yarn Shop

I work a lot with my clients about business planning, and Gwen has helped me plan for my business, instead just for my clients. Quarterly planning has made a big difference in focusing on the important work! I went from 5 figure proposals to 6 figure proposals in 6 months! Now she is challenging me to take more time off in 2022!

Nicole Serena

President & Managing Director, PSPConsult™, A Division of Waldron & Associates

In the past, I’ve rushed through making an ambitious plan to do ambitious things and then either struggled to follow through or stalled out in anticipation of struggles – this year feels different and exciting, and I think it’s the combination of taking more time to review, focusing on how I want to feel about my work, and knowing that I have a plan for the next 13 weeks and also a method for changing that plan as needed?

Abigail McMurray

YEIOU Paper Objects

Invest in Your Business and Yourself,
Book a Call to Get Started!