172: Quarterly Plan With Me | Reflections + My Q2 Business and Personal Goals
Description
As we wrap up the first quarter of 2025, it's time to take a step back and reflect—without judgment—on what worked, what didn’t, and where we can improve. In this episode, I’ll walk you through my own Q1 review, including the unexpected challenges I faced (hello, being sick for weeks!) and how I navigated them with grace.
We’ll also discuss how shifts in the economy, especially with the election, impacted business performance. I’ll walk you through how I use my quarterly data to set realistic and strategic sales goals for the next quarter. If you want to refine your approach to goal-setting and ensure you’re building a business that works for you, this episode is for you!
💰What’s your next step to growing your business, profits, and wealth? Book your free Financial Health Assessment 1:1 with me to uncover your next step and take empowered action! http://trustyoungco.com/financialhealth
Resources mentioned:
Working on your own quarterly planning? Grab my free Sales Plan & Pricing Tool to help you make sure your pricing is profitable!
In this episode, I cover:
0:00 Real talk about prioritizing CEO planning, even in busy seasons
3:26 Some of my biggest wins of Q1
11:33 Reflection on my Q1 goals & what path I need to take forward
15:22 Sharing my vision & values for Q2
19:33 Setting my financial goals for the quarter
25:14 My business goals for Q2
31:02 My personal goals for Q2
I’m Sarah Young - an entrepreneur, investor, and millionaire mentor for female founders! I have over a decade of experience in helping entrepreneurs scale their businesses and build wealth at the 6- and 7-figure levels, in addition to building my own successful agency, and I started the Profit + Prosper podcast to help you do the same.
Profit + Prosper will help you make more money, save more money, and set yourself up to retire early while upgrading your life - all in a way that’s fun and empowering. In each episode, I’ll share tactical, strategic, and mindset tips to grow your business, increase your profit, and truly prosper in your business and in life. I hope you’ll subscribe so we can Profit + Prosper together!
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