206: How to Host Your Own Quarterly Business Offsite (Our Process)

Q3 is officially here. What are you doing to prepare for the second half of the year?

For my team, the end of the quarter means it’s time to get out of the day-to-day grind and do some bigger picture planning.

Every three months we do a quarterly business offsite, where we take a step back so we can review our goals, and set new ones, that will help us move forward in the right direction.

Today we’re talking about the process we follow for our quarterly business offsite and how you can host one of your own. I’ll share the questions we ask to review the previous 90 days, how we capture ideas for improvements, and how we come up with our north star goal for the upcoming quarter.

Enjoy!

Episode Highlights

• 2:49 Why Austin’s excited to get off the grid and plan for a new quarter.
• 4:44 How to start preparing for your quarterly business offsite.
• 9:35 Questions to ask as you prepare for your offsite that will help your employees take ownership in the business.
• 12:35 A question that will help narrow in on the vision for the upcoming quarter.
• 13:29 Bonus question: what is one unique way we could create more monthly recurring revenue for the business?
• 14:59 The themes we use for each day of our offsite.
• 15:49 The big question Austin asks himself when reviewing the numbers from the previous quarter.
• 18:11 Questions to answer during a freewriting session to gain clarity on where you want the business to be one year from now.
• 19:10 A more structured alternative for creating a vision for the future.
• 20:59 The freedom and flexibility this kind of planning can give you, both in your work and in your life.
• 25:20 Reviewing your website and evaluating your funnel with critical eyes.
• 26:24 Day two of the quarterly business offsite: goal setting for the next 90 days and identifying your “north star.”
• 30:49 How to successfully wrap up your offsite (don’t forget to celebrate!).

Links And Resources

• Book: The Goal
• Chris Rudolph: Freedom Business Family
• UserTesting
• Episode 203: Why You Should Stop Selling Yourself Short And Think Like A Billionaire
• Andrew on Twitter
• Austin on Twitter
• The Coalition
• Brand Guild
• Foxwell Digital Courses
• Foxwell Digital
• Brand Growth Experts
• Review or subscribe on iTunes

Join The Coalition

If you’ve enjoyed this podcast, I have something really exciting for you. For the last year and a half I’ve been coaching business owners and marketers inside a group called The Coalition. What launched as an experiment became a game changer for our over 150 members. 

If you’d like me and my team of expert marketers and ecommerce operators to coach you on your journey to scaling up your ecommerce business, this is your opportunity. We go in-depth on all the topics we talk about on this podcast and provide actionable training every single month. You’ll also get one-on-one coaching from me to help you grow your business. 

Head over to JointheCoalition.com to learn more. Can’t wait to see you inside.