Think Like a Tech CEO: Plan Your Quarter with AI
Use AI to plan your next 90 days like a pro.
By Carla J McNeil | Butterfly Networking
🍽️ Local Insight of the Week
Big companies use entire teams and dashboards to plan each quarter. But local business owners? We’re often winging it week to week.
With AI, you can build a simple 90-day plan in one afternoon. One Burnaby-based home organizer mapped out her entire Q4 in a single session using ChatGPT — content themes, promos, client goals, and even scheduled time off.
📌 Quick Action: Prompt: “Create a 90-day business plan for a local [type of business] including marketing themes, special offers, and customer engagement ideas.”
🔍 Your AI Edge
Use AI to Plan a Smarter Quarter
Content Calendar — Ask ChatGPT to generate 12 weeks of themes, post ideas, and call-to-actions based on your services.
Promo Planner — Map out key dates for sales, events, or seasonal pushes and let AI suggest messaging.
Client Nurture Flow — Use AI to draft a welcome sequence or 3-month follow-up plan for leads and repeat clients.
📌 Try This: Prompt: “Plan a 12-week Instagram content calendar for a [type of business] with weekly themes and example captions.”
🔗 https://chat.openai.com
🧪 Tool of the Week
Name: Trello + AI Power-Ups — Visual Quarterly Planning
What it Does: Trello lets you organize tasks in a drag-and-drop board, and AI power-ups help generate task lists, summaries, and content.
Best For: Visual thinkers who want to keep quarterly plans front and center.
💰 Free plan available; AI add-ons vary
🔗 https://trello.com
📣 Real Talk: Local Wins
Diane, who runs a small wellness studio in Surrey, used AI to build a Q4 campaign around “Mindful Mondays.” ChatGPT helped her script a 4-week email series, social content, and even local partnerships to support it.
📌 Bonus Tip: Prompt: “Create a 4-week themed campaign for a wellness studio around ‘Mindful Mondays’, including emails, posts, and client engagement ideas.”
📦 Takeaway Checklist
✅ Map out your next 90 days with AI
✅ Use prompts to build content, promos, and client flows
✅ Try Trello + AI for visual task tracking
✅ Plan smarter, not harder — like the CEOs do
📬 Forward this issue to a friend or teammate.
🌟 Need help implementing? Reply with “AI Boost” to get resources.