EP 177: Visionary CEO Dashboard: My Simple Weekly Ritual to Focus on High-Level Work That Brings in More Clients + Cash

If you’ve ever sat down to work and found yourself with 14 tabs open, three half-written captions, a sales page in edit mode, and a creeping sense you’re busy but not actually moving the needle… this episode is for you.

Jessica pulls back the curtain on the Visionary CEO Dashboard, her Monday morning ritual that transforms scattered energy into strategic clarity. This is the tool she returns to every week (and shares with her Mastermind) to align her focus, track the right metrics, and make decisions from data and embodiment rather than urgency or overwhelm.

You’ll learn how to anchor into your 90-day vision, feel into your week before it starts, and identify the places your visibility and energy are most needed. Plus, Jessica walks you through all eight parts of the dashboard so you can stop chasing shiny objects and start building momentum in a way your nervous system can sustain.

Inside this episode:

• The hidden cost of “being busy” without a clear revenue-driving focus
• Why aligning your week starts with how you want to feel, not just what you want to do
• The exact metrics Jessica reviews every Monday to make data-led decisions
• How to decide where your voice and energy will have the most impact this week
• Why this dashboard works for soul-led entrepreneurs who crave both structure and spaciousness

Whether you’re drowning in to-dos or craving a CEO-level reset that actually sticks, this episode will help you reclaim your focus, calm your nervous system, and grow with intention.

Sacred Moments & Searchable Topics:
[00:01:00] The reality of scattered focus for multi-passionate entrepreneurs
[00:02:50] Using the Visionary CEO Dashboard for weekly alignment
[00:04:30] Tracking key business metrics without overwhelm
[00:05:45] Choosing your highest-impact visibility opportunities
[00:09:10] Aligning actions with your 90-day vision and energetic capacity

Transcript

0:00

Welcome to Resourced with Jessica Reed. This is the podcast for visionary entrepreneurs who are here to build a thriving business and luminous life, fully Resourced from the inside out. Here we unlock the magic of inner alignment, emotional mastery, and energetic strategies, so you can lead with clarity, confidence, and ease. This is your space to shed what no longer serves you, embody your highest potential, and expand into the next evolution of your business and soul's work. You are meant for more, and it all starts here. There are days that I open up my laptop and within 10 minutes I have 14 tabs open. I'm half writing a caption, I'm checking Slack. I've got an unsend voice message. I'm looking at Voxer and I'm editing a sales page, and also trying to navigate three to-do lists that honestly, half the tasks aren't even mine. And then I still don't even know what's actually moving my needle, but hey, I'm busy, so I must be doing something good, right? It's not that I don't wanna focus because I actually crave clarity, but between a DHD, my six three manifesting generator energy and the nature of being a visionary, my brain seems to, I don't know, maybe love chaos. Maybe it's just addicted to chaos. It loves the shiny objects that come. That make me feel really good that I wanna chase before I actually get to ride an emotional wave. And it loves ideas and it used to leave me feeling really overwhelmed and really unproductive. Now, welcome back to Resourced. This is the podcast for soled entrepreneurs who want sustainable success without sacrificing everything that they care about. My name is Jessica Reed, and today I'm gonna pull back the curtain on a tool that has helped me to really focus, stay clear, and actually build momentum in my business. I call it my visionary CEO dashboard, and it is the secret ritual that I return to. Every single Monday morning, I also have this come, I share it with my Mastermind as well so they can use it too. And today I'm gonna walk you through all eight parts of this dashboard. And if you wanna grab it for yourself before it becomes a paid Resourced, and stay with me because I will tell you at the end exactly how to get it. Now if you are anything like a lot of my clients, you are probably feeling like you are extremely unproductive, undisciplined, that you are not committed to yourself properly because you feel like you're drowning in all the tasks, and even though you're doing so much, you're not actually moving forward in the way that you want to, or in a way that is income producing as well. So that is why, for those who are ready to go deeper, I offer an embodied business mapping session. We'll spend two hours together, identify the bottleneck in your business, whether that be internal or strategic, that is currently holding you back. We will release it somatically. We will create a clear aligned plan for how you then move forward. And I'll share a little bit more on that with you all later as well. But for now, let's dive into the dashboard. Every Monday I anchor into this process, not just so I am planning my week, but so that I am actually aligning with what matters. So the first thing I do is I check back in with my core focus. So let me just say there's a bit of a precursor to this work, and that is that every 90 days I know what my 90 day core focus is, because I do my vision activation method. I take my mastermind through my vision activation method as well, so I know what I'm focused on for my 90 days. Okay. I know what my energetic North star is. It helps me to stay aligned, so I'm not chasing shiny offers and I'm not reacting with urgency, of course, as a many gen I may still pivot at some point, but I have learned to ride my emotional wave before doing that. So I anchor in energetically what is my core 90 day focus, and I remind myself of that. And then I actually check in with what I wanna feel like this week. What does success feel like in my body? And this is shifting me out of pressure and into this really intentional embodiment. Then I'm gonna start to look like, look at, sorry, and this is a big one, my strategic check-in. I look at key business metrics. I review conversions. I review audience data. I look at my offer timelines. I look at where people are dropping off in my pipelines, and then I get to make data-driven decisions instead of emotional ones. So once I have that information, I then know what my focus is. What my offer focus is, what my focus is in terms of where I need to be visible. So the fourth step in my plan is that I'm then looking at where I am being called to be seen. And maybe it is through podcasts, maybe it is through posts or lives. But where does my voice and my energy most need me this week? And maybe it's actually more in my container. So it's really like, where does my energy need to go? Where do I need to be visible? Where am I gonna be the most magnetic this week, based on, again, the data metrics and what my version of success is and what is leading me to my core focus. So you can see how we're all working back and it all ties in. So then I'm looking at my dashboard now. I use ivory as. A CRM all in one platform. So I'm looking at my dashboard and we have pipelines set up there. I get to very clearly see where there is money on the table, what is open for invitation, what is actually converting, what needs more nurturing. I probably go deeper here into where people are actually dropping out of the pipelines, and so this is not so that I can obsess over income. But this is about, so that I can actually go to where, again, my attention is needed. Because if there is someone who has downloaded something and bought an upsell into something and they're ready and they're warm, why wouldn't I go and have a conversation and say hello? Rather than trying to focus on my, cold audience over here. But if I don't know what's happening, if I don't take the time to actually look at all of this, then I don't know where my energy is best placed. And then I might spend my whole week focusing on doing more reels or more something, you know that is, or more emails or something, when actually my attention is better spent over here. So this then allows me to make my CEO level moves. These are the high level tasks that I commit to. Even if my energy is dipping, okay, these aren't busy work. These are the big picture moves that actually move me forward. And we break this down into three needle moving moves for my week. The three highly focused, highly strategic, data driven, aligned with my energy, aligned with my core focus moves. That are going to actually move me forward. Then I'm moving into number seven, which is my support check-in. What can I delegate? What systems need tightening? Who can help me carry this checking in and seeing, am I delegating what I should be? Is there a bottleneck within my team? And this is where I let go of that urge to do it all alone. I can't do this alone. I don't want to do this alone. And then the final piece to this visionary dashboard. Now that I know exactly what I'm doing this week, exactly what my three high level tasks are, and then I've looked at exactly where I need to delegate and what needs to happen for that to happen, then I check in with me, what do I need this week to actually make that happen? What's gonna fill me up so that I can make that happen? A Resourced business starts with a Resourced woman. If you take nothing else away from this episode today, just take that away. A Resourced business starts with a Resourced woman. Woman. So many of us think that we just need to do more, and that massive to-do list is the answer to the business financial outcomes that you're looking for. Actually, what we need is to pause. We need to anchor, we need to reconnect. This dashboard for me is not adding to my list. It is the most productive hour I will spend all week. It is about me knowing and doing and very intentionally flowing my energy into exactly what matters, so that I'm not all over the place. And yes, I still get a million tabs open on my computer, but they're much more intentional now. This is just about being anchored, and please trust me as someone who has been on both sides of this coin, when you are beginning your week with alignment than the clarity and the momentum they follow. Okay. One, the other thing that I hear all the time from people that I mentor is that they don't know what to focus on. This tells you that this gives you that information. This tells you exactly where your warmest leads are, exactly where the breaks are in your business, where the breaks the link. The breaks in the chain are where people are dropping off your funnels. You get to know this information, where your time and energy is best spent. This gives you that. So if you want this visionary CEO dashboard, then it is yours. Okay? I want you to DM me the word CEO on Instagram, and I'll send it over to you completely free before it becomes a part of a paid Resourced, which it is just about to, okay? So come and send me the word, CEO on Instagram. I'll send it over to you, and if you are feeling like something deeper is blocking your growth, whether it is energetic, emotional, structural, then please I invite you to book a business mapping session. Okay? We will spend two hours getting under the surface and shifting it together so You don't need more productivity hacks. You just need clarity, okay? You need a beautiful rhythm, a focus system that is gonna honor how you work. This dashboard changed everything for me. I truly hope that it supports you too. Come and claim yours. I will see you in my dms. I hope you have the most amazing day, and I will see you back here next week on Resourced. Bye for now.