It's the first week of the new quarter and your calendar is already swallowing you whole. You've heard it from every coach, every podcast, every "top business book of the year" — set quarterly priorities, build a real 90-day plan, work the plan. Sound familiar? And yet, here you are again, hoping that "kind of focusing on growth this quarter" counts as a strategy. Trust me, you're not behind, and you're definitely not lazy. You're just missing the part where someone helps you SIZE the priorities, BREAK them into weekly moves, and push them where your team will actually see them. Today I'm walking you through the free Claude skill I built that does exactly that — and I'm pairing it with ClickUp so the whole 90-day plan lives where your team already works. Grab your favorite drink, this one's a build-along! We dig into the biggest reason your past quarterly plans went sideways — sizing. Most owners pick priorities that are either WAY too big (annual goals in a quarterly wrapper) or way too small (done in two weeks, then it's just vibes until April). The skill pressure-tests each priority and gives you a verdict — green light, or push back. And yes, you can push back on Claude when you disagree, because it's a conversation, not a verdict. We walk through Start, Stop, Keep for the last quarter's review, the 13-week rule that keeps you honest about what fits, and the two ways to run the skill — straight from your Claude project knowledge base OR inside Claude Cowork pulling live from QuickBooks and Xero. Strategy first, AI second, every single time. By the end you'll know how to install the skill in Claude, how to talk it through a real plan in about two hours, and how to push the entire thing straight into ClickUp (or Notion, or Monday) with monthly milestones, weekly subtasks, an owner on every task, and a due date on every task. Because every task needs a name on it AND a date on it — that's the rule. The grab-it-now bonus? Claude starts feeling less like a tool and more like your second team member, the one who actually remembers what you said three weeks ago. Hit play, and let's build the plan that actually finishes! Takeaways: Most quarterly plans fail because priorities are wrong-sized — too big finishes nothing, too small leaves dead time after week three The 13-week rule keeps you honest about what actually fits in a quarter, no more annual goals dressed up as quarterly priorities Push back on Claude when you disagree, because the skill is built for a real conversation, not a one-shot verdict Every task needs a name on it AND a date on it, the rule that keeps quarters from quietly dying mid-March Once the plan pushes to ClickUp, Notion, or Monday, your team finally sees exactly what's supposed to happen each week of the quarter Links referenced in this episode: Grab the free Quarterly Planning Skill in the Ops Yacht ClubJoin the Strategic AI Crew Companies mentioned in this episode: Claude ClickUp Notion Monday QuickBooks Xero Mentioned in this episode: Become a Member of the Ops Yacht Club I've created a free community where we are posting job opportunities for people just like you! Inside the community we also have trainings on how to structure your packages to better serve your clients, help with how to do discovery or strategy calls and give you ideas on where to find your next client. We'd love to have you a part of the community. You can join at www.opsyachtclub.com
