Meet Your Complete Quarterly Review System
The exact one I use with my OBM clients!
Hey visionaries!
It's a quiet Sunday morning, I've got my favorite hot tea in hand, and I'm sitting down for my quarterly review. This sacred practice has become one of the most powerful tools in my business – and today, I'm sharing it with you.
I'm beyond excited to release my "Quarterly Business Review & Planning Guide" – the exact, comprehensive system I use for myself and with my OBM clients to help them pause, reflect, and intentionally design their next 90 days.
As service providers and creative entrepreneurs, we're so busy taking care of our clients' businesses that we often forget to nurture our own. This guide changes that. It's not just another business planning template – it's a complete system that walks you through:
Celebrating your wins (with prompts that help you understand WHY they were successful)
Examining your challenges (and turning them into growth opportunities)
Evaluating your systems (because yes, even your creative business needs solid processes!)
Setting aligned goals for the next quarter
Breaking those goals down into actual, doable steps
Creating an accountability system that works for YOUR life
One of my favorite parts is the Systems Assessment section. As an OBM, I know firsthand how the right systems can transform your business from chaotic to calm. This guide helps you identify what's working, what isn't, and exactly how to fix it.
The guide also includes:
13 detailed exercises to review and plan your quarter
Fill-in-the-blank templates for easy implementation
A practical task delegation matrix (perfect for when you're ready to grow your team)
A calendar planning system
Built-in accountability and celebration prompts
Ready to bring more clarity and intention to your business planning?
Remember, this isn't about creating a perfect plan – it's about developing a consistent practice of showing up for your business with intention. Take what serves you, make it your own, and watch how your business transforms when you give it this kind of focused attention.
I'd love to hear how you use this guide! Drop a comment below or send me a message to share your insights.
🔗🔗🔗 IMPORTANT LINKS
🔔 REMINDERS
My ClickUp Clarity Audit is STILL at Beta pricing!
✨ LET’S ELEVATE YOUR BUSINESS!
As an expert in digital operations, systems strategy, and processes, I work with creative and service-based entrepreneurs to bring structure, clarity, and ease to their businesses. 📅 Book a free Discovery Call with me today, and let’s chat about transforming your business from the inside out!
HAVE A QUESTION? WANT MORE SUPPORT? Don’t stay stuck. Hit reply, email me at cheniece@cheniece.com, or leave me a comment right here. I’m always happy to help out!
Very cool, Cheniece. I like the fact that you set up this practice in a cheerful, positive way so that people don't feel like this is a daunting task. 😊