
Ready for a one-day reset that helps you stay plugged into your brand? In order to keep my brand aligned, my systems working, and my message reflecting where I’m headed (not where I used to be), I schedule brand maintenance days about once a quarter.
And trust me, “maintenance” matters.
I like doing these quarterly check-ins with my systems, messaging, and offers because it helps me see what’s working and what’s draining.
If your business has been feeling “fine,” tend to it a bit. “Fine” is where brands go into sleep mode.
MY QUARTERLY CHECKPOINTS
Things I review every quarter to keep my brand and business feeling sharp, current, and efficient.
1. SYSTEMS + WORKFLOWS: I always start here because messy systems drain creative energy. I ask myself questions like...
Is my CRM still working for me? Are there any manual tasks I can automate? Is there friction in any part of the client journey?
Because no matter how gorgeous your brand is, if your backend is chaos, your business will reflect that.
Sometimes I’ll book a call on my own calendar, download a resource, walk through signing a contract… basically, I'm looking for broken links, missing emails, etc. It's the tiny things that can make someone go “huh?” instead of “wow.” And WOW is the goal.
2. MESSAGING + WEBSITE CONTENT
Does my website still sound like me? Does it reflect what I’m doing now, not what I offered last year?
I’ll read through my homepage, my services page, even my social bios. And if it doesn’t make me proud to say out loud, it’s time to tweak it. Because your brand should grow with you.
If your message doesn’t evolve, you start feeling disconnected from your own brand. And you can’t confidently sell something you don’t feel connected to.
3. OFFERS + PRICING: This is the big one. Every quarter, I check in on what I’m offering and why.
Does it still make sense? Does it light me up? Do my clients still need it in this way?
If the answer is “no,” I don’t panic... I adjust.
Sometimes that means refining deliverables. Sometimes it’s raising prices. Sometimes it’s retiring something that just isn’t aligned anymore.
The key is to approach it with curiosity, not guilt.
There’s nothing wrong with evolving. A sustainable business stays current with who you are and who your clients are becoming.
Ep.152 | Regularly Scheduled Maintenance: What I Do Quarterly to Stay Plugged In
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