Your 30 minute Q2 strategy
From The Business of Executive Coaching by Ellie Scarf
March 22, 2026 · 18 min
About this episode
In this episode, Ellie Scarf shares a six-step process for effective quarterly planning to help coaches reset and refocus their business strategies.
If there’s one planning interval that I really love it’s quarterly planning. You can achieve something meaningful and significant - but it isn’t overwhelming. What I see for many coaches though, is that this is exactly where things start to drift, somewhere between big annual goals and the reality of day to day work. In this episode, I walk you through an ‘essentials-only’ quick and dirty simple six step process to reset, refocus and move into your next quarter with what really matters front of mind. From reflecting on what’s worked and what hasn’t, to reviewing your sales data, recommitting to meaningful targets, and identifying the key priorities and blockers that will truly move the needle, this approach is intended to be practical and to fit amongst a real life and a real business. If you’re ready to grow your coaching business with more structure, strategy and consistent corporate clients, you can learn more about the Corporate to Coach Accelerator at elliescarf.com/cca or book a call with me at elliescarf.com/bookacall.
People in this episode
Host: Ellie Scarf
Topics covered
- quarterly planning
- coaching business
- strategy
- goal setting
- sales data
- prioritization
Keywords
- quarterly planning
- coaching
- business strategy
- goal setting
- sales review
- priorities
- blockers
Mentioned in this episode
Organizations: Corporate to Coach Accelerator, elliescarf.com
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