229. Having a Monthly Playbook for Your Retail Shop

Creative Shop Talk with Wendy Batten

With host retail coach Wendy Batten

https://wendybatten.com/podcast-intro/

In This Episode:

You hear me say it in every episode, but it’s true: running a retail business doesn’t have to be so hard! Sure, there are aspects of it that feel hard and heavy sometimes, but help is here. Let’s chat a bit about the magical tool I’ve created inside of the Retailer’s Inner Circle that keeps my retailers on track every month called the Retailer’s Playbook. Get your CEO hat out!

The Retailer’s Playbook was created because I had so many retailers urging me to tell them what they need to do every month.

It is a multi-page document that helps you track your progress, plan your social media and promotions, increase your profits, and stay on top of the day-to-day tasks that often go by the wayside.

Retailers love the Playbook because it frees up their time, empowers them to make decisions in their shops, and has the potential to increase profitability. Having freedom in your retail business looks different for everyone, but one thing we all have to have to stay afloat is profitability.

How the Retailer’s Playbook can help you:

Key Elements of the Playbook

• Reflection questions: Getting curious on what worked, what didn’t, and where we can improve

• Goal Setting: Focus on setting realistic revenue, marketing, and operational goals that are results-driven

• Marketing Calendar: Provides pre-planned email subject lines, social posts, and promotions/events

• Operational Tasks Checklist: Make sure everything is done—inventory, bank statements, and managing your team -

• Self-Care & Mindset: I include reminders for self-care because if we aren’t well, neither is our business

Why I Believe You Need a Monthly Playbook

• It keeps your operations, marketing, and finances on track

• You’ll feel more clarity and direction each month

• It reduces the chaos we often feel, especially during busy seasons

How you can get a Monthly Retailer’s Playbook

Join us inside my Retailer’s Inner Circle coaching program. The Retailer’s Playbook is exclusive to the Retailer’s Inner Circle and is just a small piece of all of the great tools available in that group.

We also have a monthly group coaching call, countless masterclasses that are taught by me and other guest experts, small progress pod groups that meet weekly to help keep each other on track, and so much more. Join us now, ahead of Q4! See you inside!

Ready to Level Up? Join The Retailer’s Inner Circle.

Here’s everything you need to know about the Retailer’s Inner Circle. You’ll have access to countless Masterclasses including Foot Traffic Made Simple, Shop Standards, Money Matters, and so many others. Plus, you’ll have access to a private Facebook group where members can ask questions or share advice and their experiences of running a retail shop. And Q4 is coming! We’ve got your back. You don’t have to do retail alone!

Related podcasts we think you’ll like:

Episode 195: The Numbers Successful Retail Shop Owners are Measuring

Episode 204: Behind the Counter: Meet Inner Circle Member Jeanne Terrill

Episode 206: Behind the Scenes: New Retailer’s Inner Circle Support

Episode 228: Protecting Your Retail Store: Simple & Effective Loss Prevention Tips

About your host, Wendy Batten

In case we haven’t met yet, I’m Wendy, a small business coach and founder of the Retailer’s Inner Circle, where I help other independent shop owners learn how to gain the right business skillsets to see more profits, paychecks, and joy as they navigate running their retail business.

Through online classes, business coaching programs, speaking, and a top-ranked podcast, I’ve helped hundreds of retailers around the globe reclaim their dreams and see the success they want from their beautiful shops. My signature private coaching community, The Retailer’s Inner Circle, has helped retailers around the world build their retail business skill sets and confidence.

I am proud to have been featured in several major publications, including my own business column in What Women Create magazine. I have been privileged to be a guest on top-ranked podcasts and sought-after as a guest speaker and teacher for several brands, associations, and communities that are passionate about the success of independent retailers.

When I’m not coaching, you will find me either DIYing and renovating my very imperfect old crooked cottage by the sea in the UNESCO World Heritage town of Lunenburg, NS, or blogging about our travel and RVing adventures and the weird fun things we get up to in our coastal village. I’d love to invite you to check out one of my free resources for real retailers at https://wendybatten.com/free-resources/

For more support from Wendy

Retailer’s Inner Circle - Join Wendy inside the best retailer’s community

Free resources for shop owners

Hang out and connect with Wendy on IG

All of Wendy’s programs and services for shop owners can be found HERE.

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