I was shocked when Gwen suggested I stop setting a financial goal for the year. But it was the best thing I could have done for my business. While I want to be profitable in my business, money has never been my biggest motivator. Gwen encouraged me to focus on the kind of clients I wanted to work with and the meaningful work I could do with them, rather than spending so much time and energy on the money. This shift brought me much more freedom. While we look at the numbers each quarter, it’s a secondary measure. Despite — or because of — this shift, last year was my best year ever for revenue and profit. And I’m doing exactly the kind of work I want to with exactly the clients I want.
You and your business are one-of-a-kind. Your roadmap should be too.
Quarterly Tune-Up: The Most Effective Tool To Take Back Your Time
How would it feel to kick off next quarter full of momentum with a strategic roadmap that drives your business directly toward your goals?
The answer is amazing.
You can feel the stress lifting just thinking about having that plan in place.
So, why doesn’t everyone habitually create a quarterly plan if it propels business growth and reduces stress and overwhelm?
Here are three reasons we hear all the time:
You know you need to make a quarterly plan for your business, but you either never start or never finish.
Even the thought of it stresses you out. It feels daunting, and you don’t have the time to spare (even though it would actually save time in the long run).
You do plan for the quarter. But, sticking to the plan is a whole different story. Sometimes you’re not consistent, but other times the plans you made aren’t working out like you’d envisioned.
Do you change them or stick it out? You’d love someone who understands your business to bounce ideas off.
You tend to make big, audacious goals (because that’s what everyone says to do), but they don’t align with your resources or vision in this season of your business.
It feels overwhelming, and you stall out before you even begin.
We understand that translating your big business visions into an effective roadmap then following it — can be a struggle.
That’s why we do quarterly planning differently.
Planning the Quarterly Tune-Up (QTU) way:
You’ll create your quarterly plan in a two-day fully interactive workshop.
Get support and non-judgemental feedback from Gwen and a small group of other like-minded female entrepreneurs.
You won’t be in this alone. At the end of the workshop, you’ll leave with a completed custom roadmap to guide you through the next thirteen weeks.
Consider this…
If achieving your goals isn’t making you happy or fulfilled, maybe they aren’t actually your goals in the first place.
They’re your family’s goals, society’s goals, cultural goals — all the things we’re told we should want to accomplish.
Ask yourself, what vision of your business lights you up, regardless of what anyone else expects?
In the QTU, we create your custom roadmap based on your visions, values, and desires. Success looks different for everyone, so let’s chart your unique course.
If you are ready to grow your business with more intention and less stress, the Quarterly Tune-Up has everything you need to succeed on your terms.
Here’s how the QTU works
Stage One: The Review
Instead of starting with a blank slate and going off wild guesses, the QTU has you thoroughly review your data from the previous quarter.
We look at everything — what worked, what didn’t, your numbers, and how you felt along the way. This insight will help you make achievable plans that feel aligned and energizing.
Stage Two: The Plan
Gwen will guide you through her proven process to create your custom roadmap. Together, you’ll identify your top priorities to drive your business forward in the most effective and fulfilling way.
This is about more than the destination, it’s also about feeling good throughout the journey.
Stage Three: The Follow Through
Here’s where the magic happens. Your support doesn’t stop at the end of the workshop.
The QTU includes ongoing accountability — weekly check-ins and micro-coaching with Gwen to make sure that you’re staying on track. If you’re not seeing results, she’ll help you make adjustments along the way.
Here’s how the QTU works
Stage One: The Review
Instead of starting with a blank slate and going off wild guesses, the QTU has you thoroughly review your data from the previous quarter.
We look at everything — what worked, what didn’t, your numbers, and how you felt along the way. This insight will help you make achievable plans that feel aligned and energizing.
Stage Two: The Plan
Gwen will guide you through her proven process to create your custom roadmap. Together, you’ll identify your top priorities to drive your business forward in the most effective and fulfilling way.
This is about more than the destination, it’s also about feeling good throughout the journey.
Stage Three: The Follow Through
Here’s where the magic happens. Your support doesn’t stop at the end of the workshop.
The QTU includes ongoing accountability — weekly check-ins and micro-coaching with Gwen to make sure that you’re staying on track. If you’re not seeing results, she’ll help you make adjustments along the way.
2024 Dates
The Quarterly Tune-Up is a two-day live online workshop.(There are no replays.)
Each day we will meet: 10AM-1PM Pacific | 1PM-4PM Eastern
Q1: Jan. 9 and 10
Q2: April 9 and 10
Q3: July 9 and 10
Q4: Oct. 8 and 9
What Clients Are Saying
Margaret Marcuson
Ministry Coach
“I was shocked when Gwen suggested I stop setting a financial goal for the year. But it was the best thing I could have done for my business…”
READ MORE
Hanna Lisa Haferkamp
CEO & Managing Director, Making Stories
“Working with Gwen has given me the confidence and tools I needed to critically question every part of the business and make them better.”
READ MORE
Karla Overland
Cherrywood Hand Dyed Fabrics
“I kind of always knew I needed help. I am a Creative with a degree in Graphic Design and never took a business course…”
READ MORE