Ep 161. Quarterly Planning Made Simple for Photographers

I'm Ashley!

My mission at The Purpose Gathering is to help driven momtogs like you level up, so you can build a sustainable business AND a fulfilling family life. I do that through authentic brand photography for mompreneurs and my signature program for mom photographers: Side Hustler to CEO.

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Do you struggle with thinking about the big picture of your business?

Are you wondering what your goals should even be, and having a hard time putting a plan into action?

I’m here to help you walk through how you can make quarterly planning in your business as a photographer super simple.

I am ready to help you stop winging it. I want you to have a clear and strategic plan about where you should be going in your business.

This Week’s Voxer Question: How do you feel about quarterly planning? What is one goal that you’d love to accomplish next quarter?

How To Start Planning For Your Upcoming Quarter:

1. Create Your Self Care Plan + Goals

If you fail to take care of yourself, the following tips won’t matter because you won’t have the capacity or the energy to execute them.

Ask yourself this question: What do you need to be the best version of yourself?

Start with both a morning and evening routine and have non-negotiables for them that serve you well.

Check out these complimentary episodes:

Episode 90

Episode 91

After you have your self-care plan and your personal plan, then I want you to think about your business.

2. Brainstorm all your goals for the upcoming quarter

Do this on a blank Google Doc so you don’t lose it!

Goals really need to be specific, and they need to be in your control.

Project versus process goals are important to distinguish.

  • Project goals have an end date
    • Ex: Build new website, create a lead magnet, write email nurture sequence, create workflows and automations, new business cards, etc.
  • Process goals are something you do on repeat
    • Ex: Blog process , weekly mail newsletter, client journey workflow, editing workflow, album sales sessions, lead generation, marketing campaigns, visibility, relationship marketing etc.

3. With this, I always like to discuss The 3 Things Every Photography Business Needs to Survive

  • Leads coming in (Marketing + Visibility)
  • Leads converting to clients (Sales)
  • Happy clients (Repeat clients/Referrals)

4. Where to Start with My Goals?

Most goals should fall under these categories:

  • Marketing/Visibility
    • Partnerships/Collabs
    • Networking with other photographers
  • Lead Generation- Clients to follow up with
    • Call to action to get on your email list
    • Booth/tradeshow – lead forms
  • Nurture
    • Have and Maintain a Blog
    • Regular Email newsletter
    • Personal Social media
  • Invite
    • Promos
  • Client Experience
    • Streamlined systems + workflows
    • Solid communication/expectations
    • Quality service + product
  • CEO Work
    • Education
    • Bookkeeping
    • Tracking Metrics

Want to get started with this today?!

Here’s your next step:

I’m going to recommend that you choose 3 goals. They can be project goals, or they can be process goals.

And then what I want you to do is break down each of those goals into check-off-able tasks.

I’d love to help you get started with these goals! I have so many options of ways I can support you as your coach, so shoot me a Voxer to see what option of mine might be best for you.

You can also check out my coaching options here:


  1. Deep Dive Support With Me
  2. Need support managing your time well and creating systems to streamline your Photography Business? Join the Efficient Mom Photographer (12 Week Group Coaching Program
  3. Join the Waitlist for my Free Masterclass, The Profit Shift: 3 Strategies to Optimize Your Limited Time and Maximize Your Revenue as a Mom
  4. Message me on Voxer
  5. Have a question for me? Or a specific struggle you’re dealing with? I’ll address your question on the podcast. Submit your ‘Ask Ashley’ question here
  6. Looking for tips and strategies for making motherhood and business easier? Join Our Free Community – The Organized Mom Photographer
  7. Local to Gilbert/Mesa Arizona (For Mom Business Owners) Join our in person membership community

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My mission is to help fellow momtogs (mama photographers!) experience success in business and in motherhood. As an Arizona brand photographer for mompreneurs, I’m passionate about capturing authentic images that show off my clients’ unique personalities so they can connect with their ideal clients. And as an online business coach for momtogs, I LIVE for helping mamas experience incredible transformations that help them build a business they love, without sacrificing their precious time with their littles.

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