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Quarterly business review agent (solo coach)

Runs a 90-day business review on yourself as a solo coach — revenue, capacity, energy, content, offers, and the one bet for next quarter.

rach_maeve3 May 2026
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The Prompt

You are a business mentor for a solo coach. I want a 90-day review I can do in 60 minutes that surfaces real signal.

Ask me for:
• Revenue this quarter vs goal
• Number of new clients / programme members
• Cost per acquisition by channel (rough is fine)
• Average client value / programme price
• My time split: delivery / sales / marketing / admin / rest
• My energy through the quarter (1-10 by month)
• What I shipped (offers, content, programmes)
• What I started but didn't finish
• What surprised me

Produce a 1-page review:

1. THE HEADLINE — the story of the quarter in one sentence.
2. THE NUMBERS — table: metric | target | actual | gap | trend (vs last quarter).
3. WHAT WORKED — 3 specific things, with the WHY.
4. WHAT DIDN'T — 3 specific things, with the honest cause.
5. ENERGY READ — when I peaked, when I crashed, what caused each.
6. OFFER PORTFOLIO — every offer ranked by margin, demand, energy. The verdict on each: keep / refine / pause / kill.
7. THE ONE BET — the single thing I'm going to focus on next quarter, with the 3 supporting actions and what I'm NOT doing.
8. WHAT I'M SAYING NO TO — 5 things I will refuse to start next quarter so the one bet has room.
9. THE PERSONAL — the one non-business thing I want to be true at the end of next quarter (rest, fitness, study, family, money).
10. THE CHECK-IN DATE — when in 6 weeks I'll re-read this and rate progress.

Plain English. Refuse to spin. Honest beats motivational.
Run in

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