Lessons from Successful Entrepreneurs: How to write Quarterly Review
Tue Dec 16 2025
The final Coffee Shop Conversation Show of the year is now behind us, and what a meaningful conversation it was. In this episode, we unpacked how to do a proper quarterly review — not just as a business exercise, but as a powerful reflection tool to close off the year with clarity and intention.
Rather than rushing into the next quarter or the new year on autopilot, we discussed how entrepreneurs can pause, reflect, and review what truly worked, what didn’t, and what needs to change moving forward.
Whether you’re a freelancer, small business owner, or growing entrepreneur, this conversation offers a practical and grounded approach to reviewing your business every 90 days — and especially when wrapping up a year.
📊 In this episode, we explore:
- What a quarterly review really is and why it’s essential
- Identifying wins, challenges, and key lessons
- Reflecting on habits, mindset, consistency, and energy
- Turning reflection into a clear action plan for the next quarter
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👥 Entrepreneurs Featured in This Episode
(Feel free to reach out for a virtual coffee! ☕)
🔗 Sondra Ray – https://www.linkedin.com/in/getitdonecoachinganvaservices
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🙏 A Big Thank You to Our Sponsors
🎶 Intro music produced by Peach Jam Records
https://www.linkedin.com/company/peach-jam-records-inc/
🎤 Vocals by Cheyanne Summer
https://www.linkedin.com/in/cheyanne-summer/
📸 Photography by Joanne Moorhouse Global Virtual Photography
https://www.linkedin.com/in/joannemoorhouse
🎬 Video Intro by Sommerville Lombard
https://www.linkedin.com/in/sommerville-lombard/
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💡 About Explore ProTech
We're looking for the 500 most fun, authentic, caring, and ambitious entrepreneurs in the world to join our community.
If that sounds like you, book a meeting with Peter & Nestene here:
👉 https://exploreprotech.com/bookings/
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❤️ If you enjoyed this show…
Please like, subscribe, and share the episode. Every share helps us reach and support more entrepreneurs around the world — and grow this community together.
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⏱️ Timestamps
00:19 - Tribe Song
02:14 - Hallo and Welcome!!
02:37 - Today's Topic
04:12 - Looking at the picture and figuring out the pieces
04:45 - Looking at systems
07:24 - Looking at processes
08:26 - Looking at numbers and metrics
10:09 - Resources, communities and memberships
11:46 - What do I want for the next quarter, 6 months or year?
13:53 - Get input from different parties
15:37 - Figure out the action plan
18:37 - Dedicated time you have to set aside
20:24 - Let me help
22:51 - Wrapping up
More
The final Coffee Shop Conversation Show of the year is now behind us, and what a meaningful conversation it was. In this episode, we unpacked how to do a proper quarterly review — not just as a business exercise, but as a powerful reflection tool to close off the year with clarity and intention. Rather than rushing into the next quarter or the new year on autopilot, we discussed how entrepreneurs can pause, reflect, and review what truly worked, what didn’t, and what needs to change moving forward. Whether you’re a freelancer, small business owner, or growing entrepreneur, this conversation offers a practical and grounded approach to reviewing your business every 90 days — and especially when wrapping up a year. 📊 In this episode, we explore: - What a quarterly review really is and why it’s essential - Identifying wins, challenges, and key lessons - Reflecting on habits, mindset, consistency, and energy - Turning reflection into a clear action plan for the next quarter --- 👥 Entrepreneurs Featured in This Episode (Feel free to reach out for a virtual coffee! ☕) 🔗 Sondra Ray – https://www.linkedin.com/in/getitdonecoachinganvaservices --- 🙏 A Big Thank You to Our Sponsors 🎶 Intro music produced by Peach Jam Records https://www.linkedin.com/company/peach-jam-records-inc/ 🎤 Vocals by Cheyanne Summer https://www.linkedin.com/in/cheyanne-summer/ 📸 Photography by Joanne Moorhouse Global Virtual Photography https://www.linkedin.com/in/joannemoorhouse 🎬 Video Intro by Sommerville Lombard https://www.linkedin.com/in/sommerville-lombard/ --- 💡 About Explore ProTech We're looking for the 500 most fun, authentic, caring, and ambitious entrepreneurs in the world to join our community. If that sounds like you, book a meeting with Peter & Nestene here: 👉 https://exploreprotech.com/bookings/ --- ❤️ If you enjoyed this show… Please like, subscribe, and share the episode. Every share helps us reach and support more entrepreneurs around the world — and grow this community together. --- ⏱️ Timestamps 00:19 - Tribe Song 02:14 - Hallo and Welcome!! 02:37 - Today's Topic 04:12 - Looking at the picture and figuring out the pieces 04:45 - Looking at systems 07:24 - Looking at processes 08:26 - Looking at numbers and metrics 10:09 - Resources, communities and memberships 11:46 - What do I want for the next quarter, 6 months or year? 13:53 - Get input from different parties 15:37 - Figure out the action plan 18:37 - Dedicated time you have to set aside 20:24 - Let me help 22:51 - Wrapping up