A Look BTS At My Quarterly Planning Process

Too many women in business are winging it, and it’s costing them peace, profit, and presence.

I know because I’ve been there. Running the day-to-day without looking up to ask: What am I working toward? What truly matters to me, my family, and my business?

The truth is, when you skip planning, you trade your big vision for survival mode. You leave money on the table. You lose time with your kids. You keep repeating the same exhausting cycle.

In today’s episode, I’m pulling back the curtain on my personal quarterly planning process — the exact system I use and teach my private clients. This isn’t just about creating a plan you’ll never use. This is about gaining clarity, confidence, and a roadmap that actually gives you your time and energy back.

Here’s what we dive into:

• The 3 pillars of every powerful quarterly plan (and how they’ll help you stop spinning in circles).
  

• Why clarity with your dream number is non-negotiable if you want more take-home income (not just bigger revenue).
  

• How to align your marketing, sales, and capacity so you’re building sustainably — not burning out.
  

• Why reflection is your biggest business accelerator (and the one thing most mom CEOs skip).
  

This episode will give you the tools and perspective to step out of the cycle of “busy but not profitable” and into intentional growth.

Because you don’t need to do more. You need to do the right things with focus and strategy.

If you’re tired of winging it and ready for Your Most Profitable Quarter Yet, join me for my free masterclass: https://www.kelseakoenreich.com/your-most-profitable-quarter-yet

I’ll teach you the exact steps to create more profit without adding more hours to your plate.

I can’t wait to see you there.

Chapters:

00:00 The Importance of Planning

03:19 Quarterly Planning Process

07:35 Setting Goals and Financial Clarity

11:18 Marketing and Sales Strategies

14:16 Assessing Capacity and Efficiency

17:06 Condensing Goals for Clarity

#MomEntrepreneur #BusinessPlanning #QuarterlyPlanning #CEOTime #ProfitStrategy #WorkLifeBalance #ScalingSustainably #MomCEO #BusinessGrowth #TimeFreedom #StrategicPlanning #EntrepreneurLife #WomenInBusiness #HighProfitBusiness #FulfillmentAndSuccess #DreamNumber #MarketingStrategy #SalesStrategy