The Quarterly Upgrade

Your business should be giving you more.

More time. More money. More energy.

But instead of moving forward, you’re exhausted. Every decision feels heavier than it should be, and figuring out what matters most is just another mental load you don’t have the energy for.

The worst part? It’s not that you don’t know what to do.

It’s that you’re too overloaded to actually follow through on the things that would make the biggest impact.

That’s why you need more than a plan—you need a decision-making system that:

✅ Eliminates decision fatigue—so you take action faster
✅ Pinpoints the highest-ROI moves—so you stop wasting time on the wrong things
✅ Creates a growth roadmap you can actually stick to

In The Quarterly Upgrade, you’ll walk through a 3-phase strategic planning system that keeps your business focused, profitable, and moving forward—even when the world around you is chaotic.

Here’s what’s happening:

Join me March 25 at 9:00am-noon PT for a hands-on, step-by-step workshop designed to give you a clear, structured Q2 plan—without the stress.

Together, we’ll work through three phases:

Phase 1: Extract Wins & Lessons.

Instead of starting from scratch, we’ll analyze what’s already working—so you can double down on what’s driving profit.

• Answer six simple “Quarter in Review” prompts to see what’s already working, so you can build on it instead of starting from scratch.
• Use the 5-minute “Project Success Flowchart” to decide what’s worth keeping (and what’s just draining your time and energy).
• Do a 2-Question KPI Analysis to reveal exactly where you need to focus for sales, marketing, and delivery in Q2

Phase 2: Uncover Obstacles & Opportunities.

Instead of guessing, we’ll pinpoint exactly what’s slowing you down—so you can fix it fast.

• Pinpoint the hidden friction points that are slowing you down, so you don’t get stuck fixing the wrong things
• Identify where profits are getting blocked, so you can move forward with less effort, not more
• Lock in your Q2 Big Rocks Calendar, including key revenue-generating projects, sales & marketing campaigns, and time to breathe.

• Run your biz through the Visionary CEO Framework to uncover the one Strategic Focus that will make everything flow more easily
• Plug your plan into the Milestone Manager so you always know your next step—without overcomplicating things.
• Turn it all into a 12-Week Action Plan that actually works, without needing fancy project management tools.

By the end of our time together…

You will walk away with a clear, structured Profit Plan that removes the stress of figuring things out on the fly:

✅ A complete 90-day Profit Plan, broken down into weekly action items
✅ The clarity to move forward—without micromanaging every decision
✅ A system that adapts as things shift, so you’re never stuck starting from scratch