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 tracking
• How 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 more
• Why your nervous system data matters just as much as your revenue
• And how to use that clarity to grow without burning out

This 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/AudioSeries

If 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. 💪