Quarterly Business Review Template
Reflect, realign, and reset your next 90 days—calmly and strategically.
Running a business can feel like a whirlwind. This gentle, guided workbook is your chance to pause, check in, and make aligned decisions for your next quarter, without the hustle or overwhelm.
No pressure, no 10x goals. Just space to reflect, realign with your values, and move forward with clarity.
Your next quarter gets to feel simple, supportive, and sustainable.
Feeling Scattered or Stuck in Your Business Right Now?
You’re doing so many things... but still not sure what’s actually working
You’re second-guessing your goals, your marketing, or maybe even your offers
You’re craving more clarity, focus, and direction (without adding more to your plate)
Sound familiar?
Imagine sitting down with a warm drink, opening this workbook, and feeling instantly lighter. No pressure. Just simple prompts to help you reconnect with what matters and make calm, confident moves for the next 90 days.
Your business gets to feel grounded again... and this is your starting point.
Imagine sitting down with a warm drink, opening this workbook, and feeling instantly lighter. No pressure. Just simple prompts to help you reconnect with what matters and make calm, confident moves for the next 90 days.
Your business gets to feel grounded again... and this is your starting point.
What You’ll Get Inside
With the Quarterly Business Review Template, you’ll receive:
Calm, Clarity-Boosting Prompts
Designed to help you reflect on the past quarter without judgment and get clear on what’s working... and what’s not.
Strategic Planning Sections
Break your next quarter into aligned goals, visibility plans, and supportive systems that match your energy and vision.
Flexible, Pressure-Free Format
Use it all at once or bit by bit. There’s no “right” way, just a calm space to make intentional decisions that feel good to you.
Feeling scattered?
This template brings everything together in one place so you can reflect, refocus, and move forward with clarity.
This template brings everything together in one place so you can reflect, refocus, and move forward with clarity.
Pressed for time?
Use it all at once or in bite-sized chunks—this flexible format fits your energy and schedule.
Craving clarity?
The guided prompts help you uncover what’s working, what’s not, and what your next best step actually is.
No more wondering what works.
No more trial and error.
Just business clarity.
No more trial and error.
Just business clarity.
- How do I access the template after purchase?Right after checkout, you’ll get instant access to download the workbook as a Google Doc. You can start using it right away — either digitally or printed out if you prefer pen and paper.
- How long does it take to complete?That’s totally up to you! Some people go through the full review and planning process in about an hour, others like to break it up over a few days. You’ll be guided step-by-step, but there’s no rush and no “right” way to use it.
- Is this just for the start of the year?Nope! This is designed to be used at the end of any quarter, so you can reset and realign every 90 days. It's undated and fully reusable every quarter.
- Do I need to be a numbers person for this to work?Definitely not. The template includes an optional section for revenue + metrics, but if that feels overwhelming or not relevant right now, you can skip it. This is a reflection tool, not a spreadsheet.
- What are the bonus AI prompts?That’s where the real magic happens, especially if you feel too “in the weeds” to see what’s really going on. Once you fill out the workbook, you can upload it into ChatGPT using the included prompts to get a fresh perspective. It’s like having a strategic sounding board when your brain feels foggy.
- Is this included in any of your memberships or bundles?Yes! If you're a member of The Value Collective, you already have access to the Quarterly Business Review Template inside your member portal. No need to purchase it separately.
- I have another question not answered.Feel free to reach out to myself & my team at hello@introvert-coach.com with any questions and we're happy to help!
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