Data-Driven Quarterly Planning Workshop


 

The Secret to Hitting Your
Annual Goals is in the Strategy

 

Sign Up Now

Success Doesn’t Happen by Accident—It’s Planned

It’s easy to get lost in the day-to-day operations, leaving little time for strategic planning that drives growth. But the truth is, success doesn’t just happen. It’s the result of a well-thought-out plan based on the right data.

 

If you’re working hard but unsure if your efforts are really moving the needle, you’re not alone.

Many group practice owners struggle with feeling overwhelmed, trying to juggle everything—marketing, team management, client service—without clear direction. It’s like throwing spaghetti at the wall, hoping something will stick.

 

We Understand.

 

We’ve been there, and we know how to get you from feeling scattered to having a clear, actionable plan that drives results.

Join our Data-Driven Quarterly Planning Workshop. We’ll walk you through the exact framework we use to review quarterly stats and plan for a successful fourth quarter.

 

Reserve Your Spot

Join our Data-Driven Quarterly Planning Workshop. We’ll walk you through the exact framework we use to review quarterly stats and plan for a successful fourth quarter.

 

Reserve Your Spot

Achieve Your Goals with
Data-Driven Strategies


When you attend our workshop, you’ll learn exactly what needs to change to ensure your hard work pays off. We’ll show you how to use data to create a focused strategy that works, eliminating the guesswork and helping you prioritize what truly matters.

Learn How to Achieve Success with Our Proven Framework


Our Data-Driven Quarterly Planning Workshop is designed to give you the tools and insights you need to lead your practice with clarity and confidence.

Sign Up for the Workshop

Here’s What You’ll Learn:


 

Overview of the
Data-Driven Quarterly
Planning Process


 

Get an in-depth look at how

to effectively review

your quarterly stats and

make informed decisions.

Key Metrics
To
Track


 

Learn which numbers are

crucial to monitor in your

practice, why they matter,

and how they impact your

long-term success.

Prioritizing
Quarterly
Projects


 

Discover how to determine

what projects and initiatives

should take priority each

quarter to maximize

growth and efficiency.

Root Cause
Analysis


 

Go beyond temporary

fixes and learn how to

dentify the root cause

of recurring issues.

Engaging Your Team in Problem-Solving


 

Empower your team

by involving them in the

problem-solving process,

fostering ownership and accountability.

Practical

Application


  • Get a screen share view of Katie and Shaelene’s dashboards, where you’ll see:
    • What numbers they track
    • Why those numbers are tracked
    • How to act on these numbers when they’re on or off track

Never Again Wonder If

You’re on the Right Track

 

It’s time to stop guessing and start leading with clarity.

 

Learn how to create a data-driven strategy that aligns

with your goals and ensures every effort counts.

 

Join our Data-Driven Quarterly Planning Workshop.

Join Now

Workshop Details:


 

Date & Time: Friday, September 27th 12:30 pm EST


Location:
Live ONLY - Link will be provided


Investment:
$29.00

 

Register Now

What they Say:

 

Your Path to Success

Starts Here


 

Don’t miss this opportunity to equip yourself with the tools and strategies you need to lead your practice with confidence.

 

Secure your spot in the Data-Driven Quarterly Planning Workshop today and start planning your path to success.

 

Reserve Your Spot