With Quarterly Planning, you'll have a clear understanding of what's most important for your business and be able to confidently say no to distractions that don't align with your plan.

By focusing on the key areas that will move your business forward, you'll achieve greater success in less time.

Your 2024 Plan for Profit

Say Goodbye to FOMO and Hello to Focus

I'M READY!

If you feel like you've been working hard but aren't making any headway, the problem probably isn't your business model - it's your processes.

Small businesses often struggle with inefficient or outdated processes that can slow down operations and impact productivity. When you streamline your processes, you save time and reduce costs.

But on your own it's hard to see the big picture. It's like you can't see the forest from the trees. 

Inefficient Processes Are Draining Your Profits

Are You Tired of Wasting Time and Money?

IT'S TIME TO

I'm ready

Walk away with your personalized plan that you and your team member(s) can get behind. This strategic session helps you plan for profit with the exact steps to take to make that plan a reality. 

customized strategic Quarterly plan

My Step-by-Step Framework Creates a Clear Plan of Action For You to Achieve Your Business Goals and Enjoy Long-Term Success

Following my tactical ten framework, we'll create a plan that aligns with your priorities and your vision so you have a business you love.

What's included:
  • Mission, Vision, & Values Workbook
  • 90 Minute Strategy Session
  • A Quarterly Plan Built Out In Your Project Management Tool Of Choice
  • 2 Week Voxer Access For Followup Questions

strategy session

We get crystal clear on the seven most important aspects of running a profitable business: financial steadiness, visibility, product development, operational efficiencies, team growth, client experience and growth & development. All while ensuring your business will support your personal goals and the life you want.

The Quarterly Planning Sessions includes:

prioritize strategic objectives

YES I'M READY

I guide you through my Tactical Ten framework to deliver a strategic, easy to follow plan. All you have to do is show up as your authentic self. I'll take care of the rest.

I know it can feel overwhelming, but when we're doing it together in a judgement-free zone, instead of overwhelm, you'll feel relief.

The clearer you are with these 10 objectives, the easier it is for you to make money and make a difference.


In order to grow and scale a business, you need to be really clear on your mission, vision, and values and on these 10 essential objectives.

The Tactical Ten Framework Using These 10 Strategic Objectives

WHAT IS QUARTERLY PLANNING?

Financial Steadiness

A comprehensive look at the financial, legal, and structural health of your organization. 

Visibility

Marketing, Public Relations, Branding

OPERATIONAL EFFICIENCIES

How a business can find ease in their day-to-day operations.

Team Growth

Growing a solid team

CUSTOMER EXPERIENCE

All about the customer journey

PROFESSIONAL GROWTH + DEVELOPMENT

Coaches, books, events, masterminds, etc...

PRODUCT DEVELOPMENT + INNOVATION

What the business currently sells, any improvements to make, and any new offers to create

MISSION

Dive deep into defining your mission

VISION

Define your vision for you and your business. You can't make a plan without a clear vision.

VALUES

Run a business that is aligned with your values.

Lael
Petersen

I have done a LOT of business coaching programs over the years. This process was so clarifying and empowering, I might do it every year.

"I highly recommend doing Strategic Mapping™ with Shelly"

NICOLE
SPENCER

Shelly came highly recommended from a colleague of hers who I trust. I have referred several colleagues and clients and will continue to do so!

"...she took so much stress off of my plate."

Simone
Ovbiagele

Her process was extremely efficient yet detailed and I walked away feeling ready to dive into Q1! 

"Shelly helped me gain clarity and confidence"

juliet
peay

It will always blow my mind how quickly you can take my ideas and run with it, and so much of the success of my business is credited to you!

"I’m so thankful for everything you do"

Ari
stewart

It comes really naturally to you and you encourage me through the process to affirm my vision and desires. And you're really talented in pulling everything together.

"You make it really fun while also keeping us on track."

christy
villasenor

Having a strategic partner help me decide when I will work on certain projects, then map it out for me, was so nice to finally get done for myself. 

"I feel like I'm starting on the right foot next quarter"

My Clients Are Amazing

OOHS & AHHS

My Clients Are Amazing

OOHS & AHHS

SIMONE
OVBIAGELE

Her process was extremely efficient yet detailed and I walked away feeling ready to dive into Q1! 

"Shelly helped me gain clarity and confidence"

NICOLE SPENCER

Shelly came highly recommended from a colleague of hers who I trust. I have referred several colleagues and clients and will continue to do so!

"...she took so much stress off of my plate."

LAEL PETERSEN

I have done a LOT of business coaching programs over the years. This process was so clarifying and empowering, I might do it every year.

"I highly recommend doing Strategic Mapping™ with Shelly"

$287

I'm ready to gain the clarity and focus my business deserves.

SINGLE PAYMENT

BUY NOW


Still have questions? No worries! Book a free 15 minute discovery call to get all your questions answered.

QUARTERLY PLANNING

PAYMENT PLAN
3 Monthly Payments of

$97

BUY NOW

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