Download your own free copy of my Annual Business Strategic Planning Template here. (No email required!)

I built my very first business planning workbook back in 2022 for the first business planning retreat I ever hosted, and I still use a version of it every single year to run my own business. Today I'm kicking off a multi-part series on strategic planning, starting with the one category most business owners skip entirely... mindset. I walk through the four categories I call the bedrocks of business, why two of them are non-negotiable every year, and the exact reflection questions I use to figure out what's actually worth my time and money going into a new year. I'm also giving you my full strategic planning template for free, no email required, so you can start your own planning today instead of waiting until January. If you've been running your business on gut instinct alone, this episode is where that starts to change.

In this episode:

• Why I created my strategic planning workbook back in 2022, and why I still update it every year

• The four categories I call the bedrocks of business... and why two of them are non-negotiable

• The three reflection questions I use every year to figure out what's actually worth my time and money

• Why writing a strategic plan is what keeps your team confident in your leadership

• The facilitation course that changed how I run my coaching calls, and why I never would have found it without this exact reflection process

• Why I believe good strategic planning almost never happens alone

Take Action:

Download the free template in the show notes and spend some time this week reflecting on just the mindset section. You don't have to wait until the end of the year to start planning for 2027.

Resources from this episode:

• Annual Business Strategic Planning Template

• The Unfiltered Female CEO Newsletter

• Gwyn Wansbrough's Facilitation Courses

• Well Women Business CEO Reset Retreat — Costa Rica, January 15–19, 2027 (application only)

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

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.

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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)

If you feel like everyone else running a business at your level has it together except you, I want you to hear this today... nobody does, not even the polished eight-figure gurus on your Instagram feed. I share what happened when my own carefully laid plans fell apart this year, and why overwhelm at six or seven figures is not a sign that you're doing something wrong, it's just part of building something real. I talk honestly about why the loneliest part of being a business owner is thinking no one else understands what you're carrying, and the one thing that has helped me most when I feel that way. Plus, I'm opening applications for the Well Women Business CEO Reset Retreat, built specifically so you don't have to carry this alone. If you've been feeling isolated at the top of your own business, this episode is for you.

In this episode:

• Why feeling like you're the only one who doesn't have it figured out is something every business owner feels, even the ones who look the most put together

• Why overwhelm at six, seven, (or even eight!!) figures is not a sign you're doing something wrong... it's a sign you've built something real

• The real reason loneliness hits hardest at the top, and why your team can't be the ones who fully understand it

• Why finding other women at your same level of business is the thing that has helped me most, and how the Costa Rica retreat is built around exactly that

• The official announcement... applications for the Costa Rica retreat are now open!

Take Action:

Think of one thing in your business right now that you've been pretending is fine when it isn't, and just admit it to yourself. You don't have to fix it today, just admit it.

Resources from this episode:

• Well Women Business CEO Reset Retreat — Costa Rica, January 15–19, 2027 (applications now open)

• The Unfiltered Female CEO Newsletter — sign up at wellwomenbusiness.com

• Therapy in the Great Outdoors is hiring an Online Business Manager — details here

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

A friend telling me about a networking event she went to gave me a lightbulb moment about why I've felt zero motivation to put myself out there while living somewhere I never planned to stay. Today I'm breaking down why most women at our level don't actually have a marketing strategy problem... we have a visibility problem. I share the three specific things I'm doing this week to get in front of more of the right people, including the exact referral ask that works so much better than a generic post to your email list, and the reason real conversations beat a month of Instagram posts. If you're a service-based business owner who has been hiding behind your screen instead of getting in the room with real people, this episode is your nudge to stop.

In this episode:

• The lightbulb moment I had about why networking felt like a chore in Wisconsin but suddenly feels exciting for San Diego

• Why most women at our level don't have a marketing strategy problem... we have a visibility problem

• The exact referral ask that converts so much better than a generic "tell your friends about me" email

• Why my friend Kim's approach to referral partners is something AI could never replace

• The Facebook group strategy my friend Lindsay uses to build trust before anyone even needs her services

• The one thing I'm challenging you to do this week... just one, not all three

Take Action:

Pick one of the three things, attending an in-person event, making a specific referral ask, or showing up where your ideal client already hangs out, and do just that one thing this week.

Resources from this episode:

• Well Women Business CEO Reset Retreat — Costa Rica, January 2027 (join the waitlist)

• Episode 17: What Do YOU Really Want?

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

I'm recording this episode with my house full of moving boxes, less than 72 hours before a cross-country move I didn't expect to make this fast. That kind of chaos has a way of cutting through the noise, and it's exactly what pushed me to make a real decision about the future of Well Women Business... I'm dropping some ideas completely and building this brand around the ONE thing I feel most passionate about instead. I share the gut-check question I used to make that call, why I think AI has already replaced most of what a tactical business coach used to offer, and what I believe no AI can ever replace for a female CEO. If you've ever built something that looked successful on paper but felt completely wrong in your gut, this episode is for you.

In this episode:

• Why I'm scrapping the Well Women Business ongoing group coaching program idea completely (for now) and going all-in on retreats

• The gut-check question I use to make big business decisions

• Why I believe AI has already replaced most of what a tactical business coach used to offer

• What I believe presence and in-person community can do that AI never will

• The real story behind why my family is moving cross country in less than 72 hours

• Why following your gut is a strategic decision, not an irresponsible one

Take Action:

Ask yourself what your gut is telling you right now that you're maybe scared to admit, and picture what your life would actually look like if you went for it.

Resources from this episode:

• Well Women Business CEO Reset Retreat — Costa Rica, January 2027 (join the waitlist)

• Episode 14: Honesty about Feeling Jealous of Others' Success in Business

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

I just got back from an eight-day service trip to Costa Rica and came home to boxes everywhere in my house as we're packing for a cross-country move, and somehow I still expected myself to have my marketing together. Today I'm getting honest about a hard truth... even after 11 years of running a profitable business, I've been struggling to put my face on my own marketing lately. I share the three things I'm holding myself accountable to this week to get back on track, including the real reason repetition in your marketing works instead of embarrassing you, and the story of my friend Kim that changed how I think about women and ambition. If you're a service-based business owner who has gotten off track with your own marketing, this episode is your kick in the pants to get back in the saddle.

In this episode:

• Why I've been struggling to put my face on my own marketing, even after 11 years of running a profitable business

• The real reason repetition in your marketing works instead of making you feel repetitive and embarrassed

• How to share real, specific results with your audience, even with HIPAA restrictions on names and faces

• The story of my friend Kim and the table of women entrepreneurs whose eyes bugged out when she said she wanted seven figures

• Why remembering your why is the fastest way to build your own marketing confidence

• The one place I'm challenging you (and myself) to stop hiding in your marketing this week

Take Action:

Pick one place you're hiding in your marketing right now, and do that one thing this week, even if you don't feel ready.

Resources from this episode:

• Well Women Business CEO Reset Retreat — Costa Rica, January 2027 (join the waitlist)

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

I spent $5,000 last year on a hire that gave me almost nothing back, and I didn't catch it until the money was already gone. Today I'm breaking down how to give every single dollar in your business a job. I walk through why measuring ROI is so much messier for a service-based business owner than it is in a product business, the three places I'm now tracking return in my own business, and the exact question to ask before you spend another dollar. If you know roughly what you're spending but have no real idea what it's producing, this episode gives you a place to start.

In this episode:

• The $5,000 hire I made last year that produced almost ZERO measurable return

• Why ROI is so much messier to track in a service-based business than a product business

• The math I ran comparing group therapy sessions to individual client sessions in my own practice

• The three places I'm now tracking ROI in my business... revenue streams, marketing spend, and time (and why Episode 9 on working in your zone of genius is the perfect follow-up if delegation is where you're stuck)

• Why I'd rather spend $5,000 recruiting a great therapist than one more dollar on unmeasured marketing

• The one question to ask yourself before you spend another dollar in your business

Take Action:

Pick one thing you're currently spending money on in your business, ask yourself honestly whether you know what result those dollars are producing, and if the answer is no, dig in and figure out the ROI before you spend another cent.

Resources from this episode:

Get my weekly sassy Unfiltered Female CEO letter in your inbox every Wednesday. Join here!

One website visit gave me the feelings of jealousy that inspired building this podcast and Well Women Business. I'm getting honest today about the emotion most of us pretend we don't feel... jealousy over another woman's success. I tell you exactly what I saw on that stranger's website that planted the seed for my Costa Rica retreat, why I disagree with the online guru who says you should never feel jealous, and the four-step process I use to turn jealousy into real data about what I want as a woman CEO. If comparison has ever hit you like a gut punch while you're scaling your own health or wellness business, this one is for you.

In this episode:

• The one website that made me jealous... and became the actual reason Well Women Business exists

• Why I disagree with the advice that says you should NEVER feel jealous of anyone else's success

• The 4-step process I use to turn jealousy into DATA about what I actually want

• The moment I admitted, out loud, that I was jealous of someone else's Instagram following

• What my marriage counselor said this week about the real definition of self-love

• Why separating THEIR version of success from YOUR version changes everything

Take Action:

Think of one person whose success made you feel a flash of jealousy recently, sit with what specifically triggered it, and if you land on a real desire, write down one concrete step you'll take toward it this week.

Resources from this episode:

• The Unfiltered Female CEO Newsletter

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!