104: Quarterly Planning: What to Track and Why It Matters episode artwork

EPISODE · Apr 8, 2025 · 24 MIN

104: Quarterly Planning: What to Track and Why It Matters

from Build That Business · host Lindsay J Williams

104: Quarterly Planning: What to Track and Why It MattersIn this episode of The Build That Business Podcast, I’m taking you behind the scenes of one of my favorite CEO rituals, my quarterly planning session (with a cozy café and a spreadsheet in hand 🤓). I’m walking you through exactly what numbers to review at the end of each quarter and how that data can help you make strategic, confident decisions moving forward.We’ll cover:What metrics wedding pros should actually be trackingHow to spot bottlenecks in your sales process (and fix the right problem)The power of knowing your lead sources, show-up rates, close rates, and moreWhy your nervous system data matters just as much as your revenueAnd how to use that clarity to grow without burning outThis one’s part strategy, part mindset, part therapy session,  and I hope it encourages you to pause, reflect, and lead your business from a place of clarity instead of chaos.✨ FREE RESOURCES MENTIONED: 🎯 Need more leads? Grab my free wedding show training: LindsayJWilliams.com/Training 💬 Want help closing more leads? My free sales audio series is here: LindsayJWilliams.com/AudioSeriesIf this episode gave you clarity or encouragement, I’d love for you to: → Subscribe to the show → Leave a review → Tag me on IG @mslindsayjwilliams while you’re listening so I can cheer you on!Until next time, keep on building those businesses. 💪

Episode metadata supplied by the publisher feed · Published Apr 8, 2025

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104: Quarterly Planning: What to Track and Why It Matters In this episode of The Build That Business Podcast, I’m taking you behind the scenes of one of my favorite CEO rituals, my quarterly planning session (with a cozy café and a spreadsheet in hand 🤓). I’m walking you through exactly what numbers to review at the end of each quarter and how that data can help you make strategic, confident decisions moving forward. We’ll cover: What metrics wedding pros should actually be trackingHow to sp...

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104: Quarterly Planning: What to Track and Why It Matters

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