Thanks for reading!
Interested in having us design a high converting website for you? Click here. Or check out our stunning line of easy-to-customize brand + website templates.

BTB Episode 76: The Ins and Outs of Quarterly Planning

Brands that Book Show

filed in

Kat Schmoyer

"I felt like I was spinning my wheels in my business and not seeing the priorities that I needed to focus on. So quarterly planning helped me zone in. It helped me figure out what revenue do I need to focus on, what marketing strategies do I need to focus on."

Today I am joined by Creative at Heart conference host and founder, Kat Schmoyer. Kat is joining me on the podcast to talk about quarterly planning, a very timely discussion at the beginning of the year here. But it is important to remember that there is nothing special about January 1st, so regardless of when you are listening to this podcast episode, you can start planning at any point during the year; it is never too late.

Kat and I discuss everything from why quarterly planning, what sorts of things are looked at each quarter, who should be involved, how far in advance you should you plan, and setting yourself up for success so that you can actually execute the plan you lay out for yourself.

If you are interested in learning more about Kat and Creative at Heart, be sure to check out episode 6.

More about Kat

Kat Schmoyer is a momprenuer, founder of Creative at Heart & wedding planner! With over 6 years experience in the world of small business, and 3 brands under her belt, she has grown her dream from a glorified hobby to a profitable business that allowed both herself and her husband to leave their traditional 9-5’s. She loves working from home with him & her son, has a slight obsession with things pink & could talk all day about #bachelornation and cheesy Hallmark movies!

Creative at Heart Website | Website | Creative at Heart Instagram | Instagram | Creative at Heart
Facebook

3:03 – Creative at Heart Round 10
6:30 – What is quarterly planning and what do you do
7:25 – Why to do this by quarter instead of by year
8:50 – What sort of things you should look at while quarterly planning
11:33 – Content quarterly planning
15:50 – How you organize the information
19:05 – Other things to look at on a quarterly basis
22:35 – Goal setting
26:35 – How far in advance to plan the quarter
29:28 – Who should be a part of quarterly planning
30:58 – The environment Kat sets up for quarterly planning
35:00 – Finding the time and how long you need to dedicate it
38:30 – Creative 24/7

In this Episode

Pin It

SHARE THIS POst

Leave a Reply

Your email address will not be published. Required fields are marked *

With hundreds (if not thousands) of fonts in the Canva library, it can take some time to find the gems among the weeds. Looking at you Awkward Chubby. Seriously. No thanks, Canva. 

Drop your email below and we'll send the Free Canva Font Pairing Guide straight to your inbox. Keep your brand looking effortlessly elegant—without wasting a precious minute.

copy + paste into your own projects

Canva Font Pairing Guide

    FREE GUIDE

    FREE GUIDE

    Meet Davey & Krista

    After building a successful photography business and launching the Rising Tide Society, one of the largest communities for creatives in the world, we decided to make helping creatives build brands that book our full-time gig. 

    We believe in chasing hard after an intentional life—one that includes fulfilling work, palm trees and blue skies, time with our sons Jack & Bennett, and—of course—wine and pizza.

    We’re here to help you as you build a brand that books so you can chase after the life you want.

    we're Davey & Krista 

    GET TO KNOW US

    SEND ME MY GUIDE

    Over a decade of design experience has helped us craft the perfect questionnaire to kick off the design process in a way that makes clients feel understood and valued.


    Grab Our Free Branding Questionnaire

    HEY DESIGNERS!

    DESIGNERS - GRAB YOUR FREE GUIDE