Episode 20: The Quarterly Operations Report That Will Hold You Accountable as CEO

Sep 2

Grab a copy of my quarterly operations report here. (No email required!)

Nobody checks your work when you're the owner of the business, and that freedom is exactly what makes most of us secretly ineffective. Today I'm walking you through the quarterly operations report that has completely changed how I run my business and hold myself accountable as a CEO. I break down all seven sections we cover in our two-hour quarterly meeting, from staff capacity to marketing spend to what I call our quarterly "rocks", the three to five priorities that actually move the needle each quarter. I'm also giving you the free template we use (no email opt-in required!), so you can copy this system into your own service-based health or wellness business. If you've ever ended a quarter wondering where the time went, this episode gives you the structure to fix that.

In this episode:

Why nobody holds you accountable as the owner, and why that's both a freedom and a trap
The seven sections of the quarterly operations report we run every 90 days with my COO and CFO
The "quarterly rocks" concept (and the jar-of-rocks story behind it) that keeps us from chasing shiny objects
How we use Granola.ai to record the meeting and automatically generate action items
Why we switched from ClickUp to Monday after nearly four years of frustration
The free template you can grab in the show notes to run this exact meeting in your own business

Take Action:

Download the template from the show notes and put a recurring quarterly meeting on your calendar today, even if it's just you and one other person, or a friend who runs a business holding you accountable.

Resources from this episode:

Grab a copy of my quarterly operations report here.

Monday.com project managment software

Granola.ai the best meeting-recording-to-action items software I've every used!

Apply to join us at the Well Women Business CEO Reset Retreat — Costa Rica, January 15–19, 2027 (5 of 7 spots left when this episode was published)