Q1 is officially wrapped… but what do you do with that information?
In this episode, we’re walking you through a real, behind-the-scenes Q1 business recap and how we’re approaching Q2 planning, projections, and decision-making as clinician entrepreneurs.
In this episode, Morgan Sinclair and Hannah Turnbull talk about what worked, what didn’t, and how to use your numbers, energy, and capacity to make smarter moves in the next quarter.
If you’ve ever wondered:
- “Am I growing fast enough?”
- “How do I set realistic business goals?”
- “What should I actually focus on next?”
This episode will help you zoom out, get grounded, and build a plan that actually supports your life and your revenue.
03:17- Q1 Hannah’s Business Reflection and Q2 Projections (Trusting systems, connecting more with her team, speaking engagements, and refinement as expansion)
25:17: Q1 Morgan’s Business Reflection and Q2 Projections (Slowing down day-to-day workflows without sacrificing results, being more selective with projects, and creating better systems for managing workload and creativity)
50:58: Weight Inclusive Innovators Q1 Recap + Q2 Strategy: Membership Growth, Podcast Updates & Accountability Club Focus
Resources mentioned in this episode:
- Join our Accountability Club- A quarterly membership for accountability and dedicated time to work ON your business (not IN your business) next cohort starts March 30th (TODAY): https://weightinclusiveinnovators.com/
- If you’re worried about missed payments and reimbursements, try the Insurance Billing Tracker. Use the code WII20 at checkout to get $20 off: https://weightinclusiveinnovators.com/resources
- EDRDPro is a must for private and group practices for high- quality continuing education at an equitable cost. Receive $30 off an annual individual EDRDPro membership using code WII30 at checkout: www.weightinclusiveinnovators.com/resources
March 30, 2026
202 Q1 Recap, Q2 Projections 2026: Euro Trips, Switching EHRs, and Taking More Time Off to Live Life
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Weight Inclusive Innovators
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Email Us
Have questions or show topics you want us to discuss? Send us an email at hello@weightinclusiveinnovators.com!
Morgan
Want to keep up with Morgan outside of the podcast? You can find her at Morgan Sinclair Designs, The Eating Expedition, and on Instagram!
Hannah
Want to keep up with Hannah outside of the podcast? You can find her at Values Driven Group and NourishED Colorado!
Practice Vital
Practice Vital connects to your EHR and gives you clear visibility into caseloads, cancellations, and utilization across your team. It allows you to have grounded, data-informed conversations with clinicians about workload, capacity, and expectations — without micromanaging.
Get $30 off your first month of Practice Vital using code "WII" at checkout!
check out practice vital
The Insurance Billing Tracker
If you’re worried about missed payments and reimbursements, then you need the Insurance Billing Tracker. It's not just any ordinary Google Sheet. With easy-to-use automations, you’ll no longer have to second guess if you have unpaid claims or why your numbers aren’t matching up.
Get $20 off your tracker using code "WII20" at checkout!
check out the tracker
Gusto
Running a clinician-owned business means payroll and HR actually matter. Hannah's favorite platform? Gusto. She can pay her team, offer health insurance and a 401K, file and pay payroll taxes, manage PTO and stay compliant as an employer... all in one place.
Use our Gusto affiliate link below to receive a $100 Visa gift card after running your first payroll!
check out gusto
Showit Website Templates
Your website plays a huge role in whether a potential client reaches out or quietly clicks away. That's why Morgan built a library of easy-to-edit Showit website templates built exclusively for private practice owners so your clients can feel seen, heard, and confident about next steps.
Get $50 off the template of your choice using the code "WII" at checkout.
check out the templates
EDRDPro
EDRDPro provides evidence-based clinical education designed specifically for clinicians working in eating disorder care. Their trainings focus on thoughtful, ethical, real-world clinical application — without diet culture or misaligned frameworks.
Get $30 off your individual annual membership with EDRDPro using code "WII30" at checkout!
check out edrdpro
