Are you being intentional and strategic in planning for productivity and growth in your business? In today's episode, Jade Boyd joins us to discuss setting goals, maintaining your business, and the three key steps for achieving business success: clarity, systems, and maintenance.

Today’s episode is brought to you by my Client Hub Template inside the DIY Systems Template Shop. Business owners often have their client information spread across a variety of different tools, making it hard to access the information they need to make critical decisions. That’s why I built the Client Hub Template for Airtable, to take the guesswork out of building your own!

Buy Now >>

Find it Quickly:

00:27 - Meet Jade

1:20 - Becoming a Productivity Coach

6:10 - Balancing Business and Personal Life

7:38 - Setting Goals for 2025

18:22 - Quarterly Planning Tips

23:23 - The Importance of CEO Time

24:33 - Planning Strategies for Business Owners

26:04 - The Role of Tools in Business Planning

27:31 - Exploring ClickUp for Task Management

28:44 - Four-Part System for Business Organization

35:40 - Centralization, Organization, and Automation

39:18 - Simplification and Business Strategy

Mentioned in this Episode

Making Data-Driven Decisions in Your Business with Ally Anderson

CEO Talk with Ashley Kang

sabrinagebhardt.com

thiscantbethathard.com

FREE Double your Profit While Working Less Masterclass: jadeboyd.co/doubleyourprofitmasterclass

The Quarterly Reset: jadeboyd.co/quarterlyreset

Connect with Jade

Website: jadeboyd.co

Podcast: https://pod.link/1603107498

Instagram: https://www.instagram.com/jadeboyd.co