Hey there! Kathy here.
A quarterly reset for marketing isn’t just a nice-to-have; it’s a must for keeping your business on track and driving growth. I’m all for having fun with a good game of cards or even tossing a few coins into a slot machine for entertainment, but when it comes to your business, you can’t afford to gamble. Too many solopreneurs are gambling on their growth by skipping the crucial step of resetting their marketing strategy each quarter. If you’re serious about building a thriving business and not just dabbling in a hobby, this reset is a key part of your success. By the end of this post, you’ll have a clear marketing review plan to implement and start seeing better results!
“A smart marketing reset isn't just an option; it's essential for a thriving business. It's not gambling, it's strategic.”
– Kathy Schneider
I love a new year, a new month, and a new week! There’s something so refreshing about setting new goals and looking at everything with a clean slate. And I’m guessing you probably do too, right? Most solopreneurs I know thrive on setting goals and having fresh starts, so why not take that energy into each quarter? Every quarter presents a new opportunity to refine and sharpen your marketing strategies, ensuring that you’re moving forward with purpose and precision. A quarterly reset for marketing gives you the chance to look at what’s working, what’s not, and what needs to change to help your business grow.
This Week’s Affirmation:

This is also the perfect time to open up your online rolling quarters calendar and dive into your systems. Whether you use Asana, Google Drive, Kajabi, or any other tools, this quarterly reset allows you to organize and streamline everything. Take stock of your course content, email marketing efforts, and client interactions to ensure that all pieces of your marketing strategy are working together effectively. With the right tools in place, your marketing isn’t just ongoing; it’s intentionally optimized to help you achieve your goals and drive business growth. Let's make sure your marketing strategy works as hard as you do!
Why a Quarterly Marketing Reset is Essential for Business Growth
In this video, I emphasize the necessity of a quarterly marketing reset to keep your business strategies fresh and aligned with market dynamics.
*Be sure to watch this video where I guide you through:
- Marketing Review: Implementing regular checks of all marketing channels using Asana to ensure strategies remain on target.
- SEO and Content Analysis: Maintaining updated reports in Google Drive to analyze and adapt your content strategies based on performance data.
- Engagement Metrics: Monitoring social media and email campaign performances to refine approaches and enhance engagement.
- Sales Funnel Adjustments: Making necessary tweaks to sales processes to streamline conversions and improve client outcomes.
How to Effectively Reset Your Marketing Strategy Every Quarter
Every quarter is a fresh opportunity to reset and tweak your marketing strategies to keep up with shifting market dynamics and changing consumer behaviors. Because let’s face it – things are always changing! Your business needs to adapt to stay relevant, and this is where a quarterly reset for marketing becomes essential.
By reviewing and analyzing your marketing performance regularly, you can ensure that your strategies align with your goals and the evolving market. Let’s break down how I use Asana, Google Drive, and other tools to stay on top of my marketing efforts and refine my approach for better results each quarter.
Step 1. SEO and Content Analysis
The first step in my quarterly reset is analyzing my SEO data and content performance. I keep detailed reports in Google Drive that track my YouTube, website, blog, and Pinterest analytics. This helps me see which content is driving traffic and which pieces need more attention. By reviewing this data, I can refine my content strategy and optimize my SEO efforts to increase visibility and reach.
Step 2. Review Social Media and Email Metrics
Next, I analyze my social media and email marketing performance. I use templates and reports in Google Drive to track the effectiveness of different types of content and promotional campaigns. This allows me to understand what types of posts and emails resonate most with my audience and where I need to adjust. It’s crucial to measure engagement and reach to see how well my social strategies are aligning with my goals.
Step 3. Sales Funnel Adjustments
Based on the data I collect, I make necessary adjustments to my sales funnels. These adjustments help streamline the conversion process, ensuring that potential leads are being nurtured and guided smoothly toward becoming paying customers. Fine-tuning the funnel based on feedback and performance data increases efficiency and helps maximize sales opportunities.
Step 4. Client/Customer Engagement Review
The final step of my quarterly reset is checking in on client and customer engagement. I regularly monitor the progress of my courses and client transformation within Kajabi and my client communities. This helps me identify areas where I can improve my teaching, coaching, or content. Understanding how my clients interact with my services allows me to better meet their needs and continue delivering value.
Weekly Action Steps
Now that you’ve conducted your quarterly reset for marketing, it’s time to turn those insights into actionable steps. The key to sustaining long-term growth is breaking down your quarterly goals into Weekly Action Steps for Increased Productivity. This ensures you stay focused and accountable, and consistently make progress toward your business objectives.
Firstly, one Action Item for your business:

Next, here's one Action Step for your personal life:

I encourage you to consider implementing these Action Steps. They are here to make this week's lesson actionable – and not just another post to read! Remember, I'm here weekly to support you on your journey toward peak productivity, helping you work smarter, not harder. With each step, you'll build new habits, refine your workflow, and unlock the full potential of your productivity.
Ready to Master Your Time and Maximize Your Impact?
The Ultimate Rolling Quarters Planner is here to streamline your success: Business & Personal Organized in One Place
It's more than just a tool; it's your organizational assistant. Let it streamline your planning, so you can focus on growing your
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Closing Thoughts: Keep Your Marketing Fresh with a Quarterly Reset
By incorporating a quarterly reset for marketing, you’ll ensure that your strategies remain aligned with your business goals and the ever-changing market dynamics. Regularly reviewing and adjusting your approach allows you to stay ahead of the competition and connect with your audience more effectively. Use the tools and strategies I’ve shared to keep your marketing efforts fresh and relevant every quarter. Remember, consistency in your quarterly resets will pave the way for ongoing business success and growth!
Helpful Resources:
- Quarterly Planning Made EASY: How I Use Asana to Stay on Track – KathySchneider.com/101
- You’re Losing Money If You Ignore This! My Solopreneur Finance System – KathySchneider.com/102