The operators discuss the critical balance between executing a high-stakes Q4 and planning for the upcoming fiscal year. They debate structured versus unstructured planning methodologies, with Sean and Matt favoring quarterly rocks and 18-month outlooks, while Jason relies on continuous, fluid strategic discussions driven by financial models. The conversation covers the specific role of the CEO during peak season, moving from the field to the budget office, and how to identify non-obvious growth levers like sweepstakes or wholesale expansion to diversify revenue. Finally, they compare internal communication frameworks, specifically contrasting Ridge's unique company-wide daily standups with more traditional departmental leadership cadences.

Chapters:

00:00:00 - Introduction

00:02:17 - Managing Q4 Anxiety

00:16:05 - Annual Planning Timelines

00:27:12 - Prioritizing Strategic Bets

00:38:09 - Choosing Growth Levers

00:52:34 - Meeting Rhythms & Standups

Fulfil.io.

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The Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands.

Northbeam.

https://www.northbeam.io/

E144: Do smaller teams = bigger wins?

OPERATORS