#107: 4 Tips for a Successful Quarterly Preview

A new quarter has begun, with all of its new deadlines and tasks, and you’re still furiously trying to tie up the last quarter. All of a sudden, you’re in “reaction mode.” You’re struggling to think strategically. How can you set yourself up for a win instead of drowning in busyness?

In this episode, Courtney and Blake discuss four tips for conducting a successful Quarterly Preview. They talk about how to pave the way for success, so you don’t end up overwhelmed, whiteknuckling your way through. A lot of people underestimate the power of a Quarterly Preview, but when you make the most of this process, you start the quarter off empowered and ready to meet the challenge of whatever may come.

In this episode, you’ll discover—

  • Why it’s essential to schedule time now for next year’s quarterly previews
  • The influence a new location can have in helping you make a mental shift
  • How reflecting deeply exposes recurring themes to address
  • The power of planning ahead to build confidence, energy, and excitement


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