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Using AI for Quarterly, Monthly, & Weekly Planning

Hello Friends!

I hope you’ve had a wonderful week!

Mine has been exciting! The unpacking is going well, and I’m so excited to share with you what I’ve learned business-wise!

I want to share what one of my mentors showed me: using AI to plan follow-up emails. This principle can be applied to any form of content, such as blogging, YouTube, TikTok, etc.

I went from feeling a bit of despair when writing and not knowing what I was doing day to day to feeling like I was playing when hard at work. I’m having so much fun crafting emails now. I can’t wait to try this out in other business areas.

Let’s dive in!

Confession

Let’s start with a little confession: I used to wing it with my emails. One day at a time, usually in a panic the day of. Sound familiar?

Then, my mentor Sophie suggested something that changed everything – using AI as a planning partner.

At first, I was skeptical. It sounded like a steep learning curve, and I was worried that I would lose my authentic voice and sound like AI. And, Wouldn’t using AI cheat my audience that expects to hear from me personally?

What Actually Happened

Here’s what happened. I sat down with Claude (my AI assistant of choice) and had what felt like a collaboration about my goals for the quarter. Instead of that overwhelming blank page, it was like having a brainstorming session with a really organized, far-sighted friend. We mapped out themes for each month, broke each of those into weekly themes, and then broke those down into two to three touchpoints: the daily emails. And you know what? It was like play! It wasn’t scary at all!

The real game-changer came when I realized something important: AI isn’t there to write my emails for me- it’s there to help me organize my thoughts and fill in the blanks I might miss.

Just as Sophie helps me see from a new perspective, AI helps me step back and look at the bigger picture of my email strategy.

How I Did It

Here’s the practical gold I have for you:

For quarterly planning, I asked Claude (AI) to help me identify 3-4 main themes aligning with my business goals.

Things like providing value, building trust, sharing what I’ve learned, etc.

We broke the month’s theme into weekly topics, ensuring a natural flow.

And for the actual emails, we broke down different angles to approach each topic for the week.

We worked together until I had ideas I liked and felt comfortable using.

I wrote my email topics down on my quarterly planner. I know what I’m doing each day and I feel so confident!

Realization

Here’s where I had my moment of joy (no tears this week!): The reason I’d been resistant to planning ahead wasn’t about the tools or the time—it was about fear. I feared committing to topics too far in advance, not being able to deliver, and losing the “spontaneous” feeling in my emails.

Sound familiar?

Here’s what I realized: Planning ahead doesn’t mean I can’t be flexible. It means I respect my subscribers enough to think strategically about serving them.

So how’d I get joy from that? The fear is conquered! It no longer exists!

Conclusion

Now, here’s the treasure trove insight: Using AI for planning isn’t about replacing your voice or creativity- it’s about giving yourself permission to think bigger and plan further ahead than you might naturally do. It’s about having a supportive partner who can help you see possibilities you might miss on your own.

The skills can be learned. Yes, there’s a learning curve to working with AI effectively. Yes, sometimes I feel silly having deep planning chats with what is actually a brilliant computer program. But the results? They’re worth every moment of uncertainty and silliness.

So here’s my question for you: What’s holding you back from planning your email strategy further ahead? Is it fear of commitment? Tech overwhelm? Or something deeper?

Are you willing to try AI-assisted planning? Remember, just like any new skill, it might feel awkward at first—but that feeling doesn’t last!

I’d love to hear your thoughts in the comments. Have you tried using AI for planning? What’s your biggest struggle with email follow-ups?

Let’s grow together!