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Quarterly Planning for Creatives (The KEY to Productivity!)

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Badass Creatives

In this conversation, I discuss the importance and impact of quarterly planning for creative businesses with my own business coach, Gwen Bortner.

Gwen offers accountability and coaching through her Quarterly TuneUp program, and I offer Seasonal Planning Sessions every 3 months as part of the Badass Creatives Marketing Accelerator.

We chat about the benefits of quarterly planning, such as the ability to focus deeply on specific projects and adapt to changing circumstances. Gwen shares a case study of a client, the owner of a yarn and knitting shop, who experienced significant progress in her business after implementing quarterly planning. We talk about the value of accountability and the role of a business coach for creatives in providing guidance and support. Our conversation also explores the concept of success and the importance of alignment in longterm planning. Finally, we discuss the noncomparative and supportive environment of the Quarterly TuneUp program and how you can get involved.

Gwen Bortner is the founder of the business operations advisory firm, Everyday Effectiveness. Gwen has a background in the craft industry, with years of experience as a professional knitwear designer & knitting teacher. She helps visionaries scale their businesses to seven figures and beyond without the stress and overwhelm of trying to do it all on their own. Her approach comes from the belief that personal and professional success looks different for everyone, and most business owners waste time and energy trying to conform to outside expectations and definitions of success.

Gwen’s website: https://everydayeffectiveness.com/
Learn more about the Quarterly Tuneup https://everydayeffectiveness.com/qtu/

00:00 Intro
01:29 Why quarterly planning is so important
03:28 Benefits of quarterly planning for multipassionate creatives
06:14 Creative business case study: Transformation through quarterly planning
07:40 The value of accountability in business planning for creatives
11:32 Goal setting and moving forward with intention
12:23 The value of a longterm relationship with a business coach
14:10 Supportive environment in Gwen's Quarterly TuneUp
15:00 How to get involved in Quarterly TuneUp with Gwen



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ABOUT MALLORY ‍

Hi! I'm Mallory Whitfield. I live in New Orleans, Louisiana, and I’m a marketing mentor & small business coach for highachieving, multi passionate creative weirdos.

I started my first handmade business way back in 2004, and along the way, I taught myself all about digital marketing and how to run a business. I learned marketing the hard way, making a LOT of mistakes along the way. In 2014, I switched to a fulltime career in digital marketing. Since then, I've worked with hundreds of artists, creative entrepreneurs, and small businesses, teaching workshops on SEO, ecommerce, blogging, social media & email marketing at events like Craftcation and New Orleans Entrepreneur Week. As Adjunct Professor at Tulane University's School of Professional Advancement, I taught & developed classes on Digital Media Principles & Strategy and Creating Digital Content.

Learn more about me here: https://www.badasscreatives.com/about



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