• If you want something affordable, structured, and consistent → Online Group.
  

• If you want a personalised strategy and tailored accountability → 1:1 Online.
  

Still not sure? Book a quick call and we’ll figure it out together.

You can book a single quarterly planning session or lock in for the full year. Many business owners start with one to test the process, but committing to 4 sessions (the full year) gives you the consistency, momentum, and accountability that makes the biggest difference. Plus, you’ll get 10% off and access to monthly co-working sessions.

All three formats follow my proven 90-day planning framework, so you’ll always walk away with clarity, focus, and a clear plan for the next quarter. The difference is in the depth and style:

• Online group: Affordable, structured workshop. Less personal input, but perfect if you want consistency without overthinking.
  

• 1:1 online: The most tailored option, with a personalised strategy, private discussion, and a bespoke roadmap written up for you.

That’s completely normal, and it’s built into the process. In every session, we use my framework assessment to spot weak areas in your business. If you’re not sure where to start, we’ll use this tool to uncover the priority that will give you the biggest return.

Yes. In fact, quarterly planning is one of the best habits you can build early on. The online group format is especially great if you’re in the growth stage, as it keeps things simple, focused, and stops you from wasting time on busywork.

Not at all. Experienced business owners often get stuck in the “messy middle”, busy but not moving forward. Quarterly Planning is about focusing on higher-level business improvements, not daily actions. For established businesses, the in-person or 1:1 sessions go deeper into strategy, scalability, and sustainability.

If you’ve booked a single session and can’t attend, you can transfer to another date (subject to availability). If you’ve locked in for 12 months, you will have the dates ahead of time to schedule into your diary, but just in case: Online Group Planning - Recording Available 1:1 Sessions - You'll never miss a session as you book at a time to suit you

In the online group session, no. Whilst we review your sales and marketing, only you will be able to see your figures and private information, as it's a guided workshop. In the in-person group sessions, we believe sharing helps build the connection during our masterminding, but you only need to share what you are comfortable with. In 1:1 sessions, we will discuss financials and private information to get deeper into your strategy and build out a targeted approach designed to you - but don't worry, anything shared is confidential.

No cookie-cutter answers here. I’ll guide you through the framework, highlight weak spots, and help you choose one priority project. But the plan we create is built around your business, your goals, and your energy, so it’s realistic and actionable for you.

Perfect, this is exactly where to start. I’ll walk you through the process step by step, and by the end, you’ll have a simple, clear plan to follow. Many clients say it’s the first time they’ve ever felt confident about what to focus on, and I still have clients quarterly planning with me 4 years on!

When you lock in for the year, you get:

✔Four quarterly sessions in your chosen format (with a 10% discount).

✔Access to monthly online planning sessions.

✔Additional support if you choose 1:1 planning.

✔The peace of mind that your planning rhythm is already locked in.

Yes, if capacity allows. For example, you might start in the online group, then decide you want the depth of 1:1 later. Just reach out, and we’ll work it out.

You’ll leave with your 90-day plan mapped out: goals, milestones, and actions. In 1:1 sessions, you’ll also get a personalised Trello board and a written breakdown of everything we covered. If you commit to the year, you’ll keep refining this every quarter until planning becomes second nature.