Jun 16, 2025 · 15m · founders-journal
How to Crush a Quarterly Offsite
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Alex Lieberman breaks down his adapted Entrepreneurial Operating System (EOS) framework for running highly effective quarterly business offsites, illustrating how leadership teams can step back from daily operations to align on vision, solve critical bottlenecks, and establish clear 90-day goals.
Statements from this episode (7)
Quarterly offsites are critical for early-stage founders
“They are misbranded as shitty corporate get-togethers, but they're actually one of my favorite parts of business, especially in the early stages of a company where working on the business is very hard given most of your time is spent working in the business.”
Take hourly breaks during virtual offsites, less often in-person
“It is impossible to stay focused on a meeting for a full day over Zoom. My general rule of thumb is that you should take a break every hour if it's virtual, and every two to three hours if it's in person.”
Sharing expectations at the start of offsites is wasted time
“EOS says to also have people share their expectations for the meeting, but I've generally not found this to be a great use of time because people say pretty similar or generic things.”
Lieberman: Companies Should Aim to Complete 80% of Quarterly Rocks
“And your goal as a company is to hit at least 80% of your rocks or goals in a given quarter.”
Lieberman: StoryArb's One-Year Plan Targets $10M ARR and 120 Clients
“Just to give you an example, the one-year plan for StoryArb is having a ten million dollar annual run rate business with a 120 clients and average client retention of 24 months.”
Lieberman: Tackling key issues before goal-setting best informs quarterly rocks
“This is a tweak that I've made to the EOS process because I believe tackling key issues is the best way to inform your next quarter rocks,”
Lieberman: 100% of StoryArb leads currently come through his social media
“This coming quarter, two of my rocks include, one, closing 18 new clients for StoryArb, and two, developing and deploying an organic marketing strategy such that 25% of our leads don't come through my social media channels, given a hundred percent of our leads…”