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Your Simple Path to Streamlined Business Planning

The clock read 11:54 PM. My laptop screen glowed with 14 open tabs, each promising the "perfect" planning template. Sound familiar?

You know the scene: client notes scattered across your desk, three different planning apps competing for attention on your phone, and that nagging feeling that you should spend this time with your family instead of figuring out how to organize your growing business.

 

The Night Everything Changed

"Auntie, are you coming to bed soon?"

My nephew's voice hit me like a splash of cold water. There I was, a business systems consultant who helped others streamline their operations. Yet, I couldn't get my quarterly planning done during daylight hours.

That December night in 2023 became my tipping point. After my nephew went to bed, I did something that seemed ridiculous at the time – I asked ChatGPT to be my planning partner. Not just with basic prompts like "Help me plan my quarter" (we all know how useless those broad requests can be). Instead, I developed a specific framework that turned ChatGPT into the planning assistant I'd always needed.

 

The "Aha" Moment (That Almost Wasn't)

Here's the funny part – I almost deleted my first attempt. The prompt felt too simple, too obvious. Then things clicked when I noticed that I did not have generic goals like "increase revenue" or "improve client retention," I had detailed guidance that made sense for my business.

Let me share what made this different:

The Before Picture

  • 3-hour planning sessions that left me exhausted
  • Vague goals that never seemed achievable
  • To-do lists that grew faster than I could check them off
  • Weekly scrambles to remember what I was supposed to focus on

The After Reality

  • 45-minute planning sessions that energized me
  • Clear, specific goals tied to real numbers
  • Tasks organized by impact, not just urgency
  • Weekly reviews that took 15 minutes, not hours

 

q1-pllaning-with-chatgpt-for-consultants

 

The Science Behind Why This Works

Statistically speaking, people who write down their goals are 42% more likely to reach them. But here's what caught my attention: success rates jump even higher when those written goals are combined with weekly accountability (like the system I stumbled upon).

The Practical Magic

Here's what shifted in my business once I started using this system:

Client Management Became Smoother

  • Reduced consultation prep time by 50%
  • Created space between sessions for reflection
  • Implemented the systems I was recommending to clients

Team Communication Improved

  • Weekly meetings became focused and productive
  • Projects moved forward without constant oversight
  • Team members understood their priorities without daily check-ins

Personal Time Returned

  • Dinner with family became non-negotiable
  • Weekends turned back into weekends
  • The morning routine didn't start with emergency emails

 

The Unexpected Benefits

The most surprising outcome was when my clients noticed the difference. They wanted to do how I was managing everything much more smoothly. That's when I realized this wasn't just about better planning – it was about modeling the very systems and balance I was teaching.

A Simple Test You Can Try

Before you download the prompt, try this quick exercise:

  1. Write down your three biggest business goals for the next quarter
  2. Now, write down three things you wish you had more time for
  3. Look at both lists – do they align or conflict?

If you're like most coaches and consultants I work with, you'll notice a gap between what you want to achieve and how you're spending your time. That's precisely what this planning system addresses.

Making It Work For You

I love how flexible this ChatGPT prompt is. Whether you're:

  • Managing a growing team
  • Working solo but dreaming bigger
  • Somewhere in between

The system adapts to your needs while maintaining its core strength: clarity through simplicity.

Your Next Steps

Remember my late-night planning sessions? They're history. Yours can be, too. I've packaged the exact prompt that changed everything into a downloadable guide. It includes:

  • The specific ChatGPT prompt
  • Examples of how to modify it for your business

 

Ready to make your 2025 planning both effective and enjoyable? Download the free ChatGPT Planning Prompt<<.

Let's make this the quarter where your business planning works for you, not against you. 

Rachel Lavern helps service-based entrepreneurs simplify, strategize, and shine—keeping their sanity intact and their sparkle alive.

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