Apr 11 (edited) in General discussion
Quarterly Planning Like A Pro (IT'S NOT TOO LATE)
If you did not do quarterly planning (or feel like you suck at it) then have no fear! 🦸♂️
This is a walk-through of exactly how we do quarterly planning a ClientEvolve, and in this video, we were training our amazing client Brandon on how to properly do quarterly planning.
Make sure your team is in alignment every single quarter in order to ensure the company is growing in the RIGHT direction.
These will be added to the workshop, but for now, I wanted to make sure you all had them ASAP.
Walkthrough Video: https://www.loom.com/share/4819fb655d1c436a8f8cf0ad51990df2?sid=7c3da40d-14dc-4e2b-ae28-521bf5872ede
Quarterly Meeting Agenda: https://docs.google.com/document/d/14syK6-M4Hpnd4A1AuggmnnWt__ob4tgCBiy8HzT6XWY/edit?usp=sharing
Weekly All Hands Presentation: https://docs.google.com/presentation/d/1_5niTurDq900XO5SCMcitrv5W-drrHzY/edit?usp=sharing&ouid=102069984393242168817&rtpof=true&sd=true
Quarterly All Hands Presentation: https://docs.google.com/presentation/d/16AXWfGHvLrKBuf3sg_XVK88Lzg-vunCx/edit?usp=sharing&ouid=102069984393242168817&rtpof=true&sd=true
2
2 comments
Quarterly Planning Like A Pro (IT'S NOT TOO LATE)
skool.com/clientevolve
Turning Coaches Into Companies | This group contains tangible resources you can leverage to create life-long clients and scale your business.
powered by