top of page
  • Mary Foley

[Stay Strong] A Simple, Powerful Way to Do a Quarterly Review

Do you ever set goals and then lose track of them as you deal with the oncoming train of every day?

Is it hard to even remember what you did in July, August, or last month to move your business forward?

Accomplishing your most important goals would be easy if it weren’t from the oncoming trains of distractions, disruptions, and downright frustration.

I get it. Literally in the past 2 weeks my computer AND my car almost died. I needed to replace both.

But that’s life and that’s ok. What’s more important is remembering the good stuff that you did make happen, mining lessons learned, and using this mojo to determine your next set of goals.

The beginning of every quarter is a great time to do this. That’s what I’ve done each quarter for the last 4 years and it’s made a huge difference.

Want a simple way to do your Q3 review? Then grab a mug of mojo and get ready to drink up and rev up!

You’re gonna need some digital paper, too. Or go old school with a pen and real paper. Personally, I like to use index cards, one for each question.

Here are the questions for your quarterly review:

  1. What are your top 3 business WINS from this past quarter?

  2. What are 3 INSIGHTS, ah-has or lessons learned from this past quarter?

  3. What are you most GRATEFUL for this past quarter?

Don’t overthink it. Write what first comes to mind for each question.

Then, do a second pass and think more deeply. Look back at your calendar to spark your memory of what you did the first 60 days of the quarter. It’s soooo easy to forget when your days and weeks are full. Add, modify, or delete your answers as needed.

Now you’ve primed your thinking for the last question:

What are your top 3 GOALS for the upcoming quarter?

No matter if you take 20 minutes or 2 hours, this activity WILL rev up your energy around your past performance and motivate you for future progress.


Do you want to stay strong?... Do you want to do it together?

I didn’t write a book, but to inspire you to stay strong, I created a 10-part email series called Stay Strong + REV UP. In this series, you will:

  • Discover your first (and last) hurdle to success and staying strong

  • Why your revenue can remain strong if you’re a magician rather than a mule

  • The very best way to sell and serve others in changing circumstances

  • The simplest way to determine your client’s biggest problems…now

  • How to get past the fear of what to do next in any situation

To sign up for for this new FREE series, click here.


bottom of page