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Create a Quarterly Revenue Plan You’ll Actually Reach

Hailey Dale


I’m Hailey – content strategist and founder here at Your Content Empire where we help you create more profitable, purposeful and productive content — and hopefully enjoy yourself more while doing it too. Learn more about me here >>

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How to Plan a Mid-Year Business Retreat to Get Your Goals Back on Track

When it comes to your quarterly revenue plan – are you on track, below target or have you not even set one? As we near the end of each quarter, business owners are getting ready to reflect on the revenue goals they’ve set. 

During this time, one of two emotions usually come up: 

Disappointment or satisfaction. 

You either blew right past that goal, are on track to hit it, or you’ve realized that reaching that revenue goal is unlikely. 

So where do you fall? 

I’ve talked to many business owners this year who are ready to throw in the towel on their goals OR have already hit them and so don’t know what to do next. 

In both cases, the question is, “Do I give up now or set another goal that is achievable?”

In this blog post, I’m going to walk you through how to assess where you are and create a revised quarterly revenue plan to finish the year on a more profitable foot!

I’ve created a Quarterly Revenue Planner PDF that you can download here to follow along with this blog post and create your revenue plan!

Step 1 – Assess Your Original Annual Revenue Goal

The first step is to look back at your original annual revenue goal. I know it’s easier to not look and just move forward, but there’s a ton of valuable info to be gleaned from this reflection step. 

Where are you at revenue-wise in relation to that goal? 

Pull together: 

  • Your offers and numbers sold of each in each month 
  • Inquiries or unique page views for each offer in each month 
  • Your total revenue 

If you’re ahead of your goal, do your favourite happy dance in celebration and then ask yourself:

  • What happened to put you way ahead of your goal? Did you strike it rich with a flying-off-the-shelves offer? Did you set a low-ball goal? It can be helpful here to look at which offers have sold, how they’ve sold and how many have sold of each. 
  • How do you want to use the rest of the year? Do you want to set a new revenue goal? Or do you want to work on some foundational projects that’ll get you ahead of your revenue goal for next year? 
  • Can you use the numbers from this year, most recent quarters and months to set benchmarks for sales and revenue moving forward? 

If you are below target for your goal: 

  • Why are you behind? Did you put off launching or promoting your offers? Did something happen that pulled you away from your business? Were your numbers unrealistic to start with or were you just guessing when you set them? 
  • What have you learned from this experience that can benefit you when setting revenue goals in the future? 
  • Can you use the numbers from this year, most recent quarters and months to set benchmarks for sales and revenue moving forward? 
  • What part of your revenue goal is salvageable by the end of the year? 

Step 2 – Play the “What If” Game

Next – and especially if you’re in the majority of those who are looking like they might not meet that big annual goal they set for revenue – I want you to play a little what-if game before we start the quarterly planning process. 

Consider this: What would it look like if you did meet your annual revenue goal in the time left this year? What would it take? What are potential paths that could get you there (in terms of # offers sold)? 

Even if it’s a pie in the sky goal at this point, I want to help you get your opportunity-focused lenses on before we get to building your quarterly revenue plan. 

Especially if you’re falling short, it’s easy to feel like nothing’s going to work – that’s definitely not the vibe or outlook we want to be bringing to this planning process!

Step 3 – Set a Revenue Goal for the Quarter

One of the downfalls to annual revenue planning comes when you don’t break that revenue goal up to tackle in smaller chunks of time. So by the time you get to the final quarter of the year (the 11th hour), it feels like it’s all-or-nothing. 

So our first step is to set a revenue goal for the next three months. Well, actually two goals – (1) a happy goal (something that feels a little stretchy but achievable if you work at it) and (2) a 10X goal (inspired by Grant Cardone’s book The 10X Rule and basically your happy goal times 10). 

This range becomes your goal for the quarter – although you work and plan as if you’re going for the 10x goal. Because if you shoot for that one, hitting your happy goal becomes a no-brainer. 

For example: 

If my happy goal for the quarter was $20,000 

My 10X goal would be $200,000 

And if I act as if my goal is $200,000 and work on believing it (even if it feels a little far-fetched), the $20,000 will feel easy. 

Step 4 – Set Target Sales for Offers

Next, we want to come up with a plan for the offers (and quantities) you’re going to sell that’ll get you to that number. You can set 2 numbers for each here based on the happy goal and the 10x goal. 

These will be the targets that you’ll shoot for when running your promotions and sales campaigns this quarter. 

Step 5 – Creating Your Revenue Roadmap for the Quarter

We know the offers you want to sell and how many of each – now it’s time to plan out how you’re going to sell them. 

You’re planning for the next three months – so what will you focus on selling when? Because a big mistake here would be trying to sell all of your different offers at the same time – so instead give each offer a time to shine where you’ll focus 100% on generating and closing leads for that offer. 

For each month of the quarter –

  • What are you going to sell? (Offer, special promotion)
  • When are you going to sell it? (Specific weeks)
  • Who are you going to sell it to? (Segment of list, past clients, community)
  • Where are you going to sell it? (Email list, FB group, live event)
  • How are you going to sell it? (Launch, Webinar, Challenge, Mini-Campaign)

Even though your marketing plan will pick up from here, you still want to have at least a high-level revenue plan of how you’re going to make that revenue goal happen!

Step 6 – Create Your Content Calendar

Now is when I like to pull out or print off a calendar and begin blocking out the dates of my promotions or campaigns. I also like to think about how far in advance I need to start priming my audience on the topic and block that time out too. 

Seeing it on a calendar like this helps you see where you are either not leaving enough time or where you have huge gaps that you could perhaps add something else in promo-wise. 

Step 7 – Measure Regularly

Finally, in order for this plan to work, you’re going to have to take action on it and measure regularly to make sure you’re moving in the right direction. 

There are two types of metrics you want to look at regularly: 

  • Leading Metrics – these are measurements that indicate if you’re going to hit your goals or not, for example: # of people signing up for your funnel or booking a free call
  • Lagging Metrics – these are the output measurements, like the number of sales that are directly influenced by the leading metrics

So for your revenue plan, identify your own leading metrics. What would have to happen in order for you to hit your goal? Is it a number of people you’re reaching out to? Is it the number of inquiries? Or sign-ups for your sales funnel? 

Then measure those on a weekly (or even daily) basis and the lagging metrics during your monthly recap.

Create Your Quarterly Revenue Plan 

Now you know the seven steps of creating a quarterly revenue plan you’ll actually reach, from assessing your original goals to creating new plans and targets, and finally how to put it all into action. By following these steps, you can set your goals exactly where they need to be so you’re making goals that are ambitious but still attainable. 

Simply sitting back and reading a blog post without taking action? Not you, my friend. Get the Quarterly Revenue Planner and start putting this into action!

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