The dynamic duo is back! Jayla Rae flew out to see me for a very important, and now quarterly, business planning meeting and we’re sharing how we plan for the future of our agency. 


We found that meeting in person AT LEAST once a year has been a tremendous help when it comes to planning out our future. It can be hard to carry on a conversation about next year's revenue goals when we are answering pings in between Zoom calls and client commitments. And so, the In-Person Quarterly Meeting was born! 


In this week’s episode of How She Did That, Jayla Rae and I reflect on our first quarterly In-Person Meeting, how it helped us, and what changes we’re bringing to the agency that you can incorporate into your own business. 


Here’s what we learned: 

Make sure everyone on your team is on the same page Have more intentional meetings with specific objectives Make time to listen to the perspectives of your entire leadership team 



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