You set goals, you have big plans, but let me ask you: when’s the last time you actually stopped to check if you’re on track?
Most entrepreneurs wait until the end of the year to reflect, but by then, it’s often too late. Think about it: how many times have you set a goal in January only to realize in December that things didn’t quite go the way you planned? Even worse, maybe you spent months chasing the wrong things.
Why Annual Reflections Isn’t Enough
Here’s the truth: businesses that track progress every quarter are 30% more likely to hit their targets. The ones that don’t? They lose focus, burn out, and stay busy without staying productive.
And it’s not just in business. Your personal life needs a bit of an audit too. Your energy, health, and relationships all impact your overall success.
That’s why today I’m giving you the quarterly audit you never knew you needed. A simple yet powerful check-in every 90 days that will keep your business and your life on track. By the end of this, you’ll have a proven system to evaluate where you are, what’s working, and most importantly, what needs to change before it’s too late.
The Power of Quarterly Audits
Let’s talk about why most entrepreneurs never actually achieve their goals. Here’s a statistic that might shock you: 92% of people never reach the goals they set. It’s not because they aren’t working hard; it’s because they aren’t tracking their progress.
Research shows that businesses that review their progress every quarter are 30% more likely to hit their annual goals. Yet most entrepreneurs only check in once a year, if at all. By the time December rolls around, they realize they’ve spent months focused on the wrong things. Their revenue targets are off, and they’re often burnt out from chasing the wrong goals.
The Cautionary Tale of “Mark”
Let me tell you about a business owner I know. We’ll call him Mark. Mark was running a six-figure business with massive plans to scale. He wanted to launch new products and double his revenue. He worked hard all year, but he never actually stopped to check in on his progress.
At the end of the year, we sat down and took a closer look. The results were eye-opening:
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His revenue had grown, but his profit margins shrank because he wasn’t tracking expenses.
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His audience engagement dropped because he wasn’t listening to feedback.
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Worst of all, his health took a big hit due to constant stress and no personal time.
Mark thought he was making progress, but in reality, he was just running in place. Unfortunately, he isn’t alone. Entrepreneurs are wired to move fast, but if you never stop to check in, how do you actually know if you’re moving at all?
The Quarterly Audit: Your Secret Weapon
A quarterly audit is the difference between growth and stagnation. If you want to stay on track, you need to adjust quickly and hit your goals. And for that, you need a system. This quarterly audit is the ultimate checkpoint.
Every 90 days, pause and ask yourself:
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What’s working?
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What’s not working?
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Most importantly, what needs to change?
Business Check-In
From a business perspective, dive into these areas:
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Revenue: Are you making money? More importantly, are you keeping enough of it?
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Clients/Customers: Are you working with the right people? Are they satisfied?
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Productivity/Efficiency: Where are you wasting time?
For example, I worked with a health industry expert who realized 80% of his revenue came from 20% of his clients. After his quarterly audit, he cut low-value work, restructured his offers, and doubled his profit in six months.
Personal Check-In
Now, let’s talk personal life. Ask yourself:
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Energy/Health: Are you thriving? Are you sleeping well and exercising regularly?
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Work-Life Balance: Are you spending quality time with loved ones?
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Mental Clarity: Are you excited to go to work every day, or are you running on autopilot?
I once worked with an entrepreneur who was killing it in business but completely exhausted. After doing a personal audit, she realized she hadn’t taken a real day off in months. Within six months, her energy and productivity doubled simply because she took control of her time.
Small Shifts, Big Results
The idea of a quarterly audit isn’t just about business success; it’s about the quality of your life. Most people think success is all about grinding non-stop, but the smartest entrepreneurs know it’s about pausing at the right moments and making the right adjustments.
Successful entrepreneurs check in and adjust. Struggling entrepreneurs stay busy but never reflect. Which one do you want to be?
entrepreneurs are wired to move fast. it's what we do. but if we never stop to check in, how do we actually know if we're moving at all?
A quarterly audit is your built-in checkpoint to ensure you’re not just running fast but running in the right direction. It can be the difference between burnout and balance, between growth and stagnation.