quarterly planning worksheet
Are you *finally* ready to turn your dreams into a reality?
Are you tired of struggling to make goals happen on top of your every day biz to-do's?
I created this free worksheet to help you uncover your next REALISTIC and PROFITABLE goal.
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Use this free worksheet to plan your next 90 days!
free!
Spend 30 minutes diving into my proved goal-setting strategy & 90 days making it happen!
as trusted by:
what you'll get
This worksheet takes 30 minutes to complete and gives you a clear picture of what's happening in you business & what goal(s) make the most sense for this quarter.
Complete Quarterly Planning Worksheet
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It's filled with over 15 questions designed to dive deep into 4 key areas for the ultimate quarterly planning success!
Over 15 Questions
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The best part about quarterly goals? You can do them 4x per year! Use this worksheet every 90 days to continue goal-setting all year long!
Rinse-and-Repeat Every Quarter, All Year Long
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I knew nothing about quarterly planning and Kat made it so simple! And actually made me excited to try this!
😍 This was so actionable and I know I can implement it immediately. Loved this!
This is planning for success, so beneficial for any & every business owner
🌟 She gave step by step actions, she showed things in a new light, she is an incredible teacher
SO GOOD! this was so actionable, simple, and packed with good info and inspo! Loved it!
Extremely beneficial, makes me excited & not overwhelmed to plan / goal set
Loved the concrete advice & downloadable guide!
👏 So much strategy with an actual plan on how to implement it!!
i'm kat!
Hey y'all!
Integrator for Creatives
For the past 9 years I’ve built 3 brands, made lots of mistakes and re-filled my coffee cup more times than I can count! I’ve been called: wedding planner, florist, conference host, template shop owner, course creator, coach & membership founder (while also being wife + mama!). I’ve learned how to pivot my business due to changes in the industry, changes in family finances or just because I wanted a change of scenery (hello serial entrepreneur!).
Behind all the late nights & cups of coffee, there's been one consistent "make it happen" mantra in my life: Quarterly Planning.
The only way I'm able to maintain a 300k+ business is because I have clear goals every quarter helping me do just that. Goals keep you on track & give you that extra push you need to work ON your business, not just IN your business.
This worksheet walks through my proven 4 pillar Quarterly Planning system. I created it to help creatives just like YOU make dreams happen all year long, rinse-and-repeat!
Shoot me a DM once you download it, and let me know how Quarterly Goals are going in your biz, friend! @katschmoyer . I'm cheering for you!
Let me show you:
How to balance daily biz to-do's and big biz goals (yes, it's possible!)
The 4 key areas that affect your biz goals
How to create the most profitable & realistic biz goal for this quarter
quarterly planning worksheet
Download your FREE
and *finally* make that biz dream happen!
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