In episode 4 of The Kindred Social Podcast, I’m sharing the three-part process I use to review my business, check for alignment, and create a strategy for the next 12 months.

I recorded this in the middle of prepping for international travel with my kids, which honestly feels like a reflection of real life as a founder — things are rarely perfectly calm or polished. But this is the work I come back to every year, usually starting in mid-November and carrying through Q1.

I walk you through how I check in with myself first, before looking at any numbers, and how that internal alignment often ends up reflected in the data. Then I share exactly what I review across financials, engagement, email, and web traffic, and how I use that to shape my decisions.

Finally, I take you inside how I build my 12-month strategy — from refreshing brand identity and messaging to setting goals, doing market research, and defining the direction of my content and offers.

This process also led me to make some bigger shifts in my business this year, including closing my digital membership and refocusing on what feels most aligned and sustainable moving forward.

If you’re in the early stages of building your business, or transitioning from corporate into entrepreneurship, this episode provides a way to step back, assess what’s working, and move forward with confidence.

In This Episode:

* Why I start with an internal check-in before looking at any numbers

* The questions I ask to assess alignment and recognize what needs to evolve

* What stats I actually review across my business (financials, email, engagement, web traffic)

* How I balance intuition and data when making decisions

* How I structure my 12-month planning process

* What goes into refreshing my brand identity, messaging, and positioning

* How I approach keywords, language, and using AI without losing my voice

Who This Episode Is For

* Corporate leaders who are transitioning into entrepreneurship

* Early-stage founders who want more clarity and direction

* Founders who feel misaligned in parts of their business but aren’t sure what to change

* Entrepreneurs who want to build in alignment with their purpose, not just react to trends

* Anyone looking to create a long-term strategy that reflects both their life and business goals

An Invitation For You

If you’re building a business alongside real life and want thoughtful, strategic support, I offer a small number of 1:1 coaching partnerships through The Kindred Social.

Together, we focus on moving your ideas into structure and execution — refining your positioning, building visibility, and creating a business that reflects your strengths, experience, and the way you want to live and work.

You can learn more and apply to work together here.

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I’m speaking at the Inside the Inbox summit March 23-26 and you can sign up to listen to the audio only event for free here now. Speakers are sharing about how they are growing their businesses without relying on social media.

Links & Resources

* Learn more about working together through The Kindred Social

* Join the upcoming event on growing your business without social media

* Subscribe to my work on Substack

* Listen to more episodes of The Kindred Social Podcast

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thekindredsocial.substack.com