Quarterly Success Starts Here
Reflect, Refocus & Move Forward
Group Session for Small Business Owners
Grab your free PDF checklist
Small Business Reflection & Planning: Step-by-step checklist for reflection and practical planning, with clarity and self-compassion.
Your 90 Minutes Planning Session
Struggling to stay on track with your business goals? Feeling overwhelmed by planning? This guided quarterly reflection & planning session will help you reset with clarity, confidence, and self-compassion—so you can move forward with a plan that actually works for you.
What You’ll Get:
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Expert Guidance – Led by a wellness & resilience coach and networking host, helping you align business growth with personal well-being.
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Quarterly Reflection & Planning Document – A structured 8 page MS Word proforma to complete during the session and implement immediately.
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Real Conversations & Insights – Connect with like-minded business owners, share best practices, and gain fresh perspectives.
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Practical, Flexible Goal-Setting – A self-compassionate approach to planning that helps you focus on what truly moves the needle—without guilt or burnout.
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Networking & Support – Expand your network, exchange ideas, and build relationships that support your business success.
Plan smarter. Reflect deeper. Move forward with confidence.
Without Reflection & Planning, You Risk…
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Drifting instead of growing – Without reviewing past wins and lessons, you end up repeating the same mistakes and missing opportunities.
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Overworking without direction – Jumping from task to task without a clear focus leads to burnout, frustration, and wasted effort.
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Setting unrealistic goals – Without structured reflection, you might set goals that are too vague, too big, or not aligned with your business reality.
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Feeling isolated in decision-making – Working through challenges alone means missing out on fresh insights, feedback, and support from fellow business owners.
Reflect, Refocus & Move Forward
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Clarity & Focus – Get a clear picture of what’s working, what’s not, and where to focus your energy.
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Smarter Goals, Less Overwhelm – Create a realistic, flexible plan that aligns with your business and well-being.
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Momentum & Confidence – Walk away with a structured roadmap and the motivation to follow through.
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Community & Connection – Engage with like-minded business owners, gain fresh perspectives, and feel supported in your journey.
Quarterly Success Starts Here: Reflect, Refocus & Move Forward – Because growth happens when you take the time to plan it.
Your Coach - Elizabeth
As a business owner myself, I understand the challenges of balancing professional goals with personal well-being. I face the same hurdles—navigating overwhelm, reducing stress, and ensuring that my personal goals align with my business success. That's why I put wellness at the center of everything I do. With years of coaching experience and a background as a networking host, I’m here to guide you through the process of reflection and planning, helping you build a business that not only thrives but adds real value to your life and others.
"I have enjoyed having Elizabeth to speak with who is able to listen and help clear through the confusions in my mind. Having someone to give the guidance needed to find new ways of dealing with challenges and moving forward in a positive way."
Coaching Client and Business Owner
Your 3-Step Plan to Success
Step 1
Book Your Planning Session
Secure your spot for the Small Business Quarterly Reflection & Planning Session. Secure your place today and take the first step towards clearer goals and reduced overwhelm.
Step 2
Receive Your Planning Document
After booking, you’ll receive a customised MS Word document that guides you through the session and your planning. Use this tool during the session to capture insights, reflect on past progress, and start planning your next quarter with clarity.
Step 3
Implement Your Plan with Confidence
Post-session, take actionable steps based on your thoughtful reflections and realistic goals. Implement your planned tasks with confidence, knowing they align with both your business needs and personal well-being.
What to Expect in Your 1.5-Hour Session
This guided session is designed to help you reflect, plan, and set realistic goals with clarity and self-compassion. Here’s how we’ll structure our time together:
1. Introductions and Focus
We’ll begin with guided coaching techniques to calm the mind and body, helping you shift into a focused and reflective state.
2. Last Quarter Reflection
Using the provided Quarterly Reflection & Planning document, you’ll assess your progress, celebrate wins, and identify lessons from the past three months.
3. Vision and Goal Alignment
Before setting new goals, we’ll reconnect with your bigger vision to ensure your plans align with both business success and personal well-being.
4. Planning for the Next Quarter
You’ll define realistic objectives and break them down into manageable actions.
5. Wrap-Up and Next Steps
We’ll close with final reflections, ensuring you leave with a clear plan and practical next steps. You’ll also have time to ask questions and share insights with the group.
Can’t Attend This Session?
Get the Free Quarterly Reflection & Planning Checklist
If you’re unable to join the live session, you can still take control of your business planning.
Grab your free PDF checklist
Small Business Reflection & Planning: Step-by-step checklist for reflection and practical planning, with clarity and self-compassion.
This checklist will help you:
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Reflect on wins, challenges, and lessons learned
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Set realistic goals that align with your business and personal well-being
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Ask yourself compassionate and practical questions to take actions with confidence and clarity
Start planning on your own terms—get your free checklist now.