60-Min Quarterly Review for Solo Business Growth

SoTellUs Time

Quarterly Business Review (QBR) made SIMPLE for solopreneurs & small businesses—audit, align & accelerate growth in 90 days!

⏱️ TIMESTAMPS 0:00 Intro – why you need a QBR 1:02 What IS a Quarterly Business Review? 2:25 The danger of drifting & the power of a strategic pause 4:05 4-Part QBR Framework: Goals • Systems • Feedback • Finances 8:22 Set 1-3 high-impact priorities for the next quarter 11:05 Break priorities into monthly milestones & checkpoints 12:30 Lock in your next QBR date (non-negotiable!) 13:15 Final tip + YOUR 60-minute challenge

🎯 EPISODE SUMMARY Running a business solo? You STILL need a board-level review. In this masterclass Trevor & Troy Howard walk you through a lean, 60-minute Quarterly Business Review that: • Reveals what’s REALLY moving the needle (and what’s not) • Stops shiny-object drift before it sabotages growth • Aligns every action with revenue-driving goals for the next 90 days • Builds an effortless habit of reflection, focus & execution

📊 WHAT YOU’LL LEARN ✓ How to pull the 4 key data sets (revenue, leads, conversion & CSAT) in under 10 minutes ✓ The simplest way to audit systems & plug process leaks fast ✓ Questions that surface hidden customer insights you can act on today ✓ A plug-and-play roadmap for turning big goals into weekly sprints ✓ Pro tips for scheduling (and never missing) your next QBR

📥 FREE DOWNLOAD Grab the 1-Page QBR Checklist PDF → https://www.SoTellUs.com/qbr-checklist Print it, post it on your wall, and follow along while you watch.

🚀 NEXT STEPS 1️⃣ LIKE this video if you got value—YouTube shares it with more entrepreneurs. 2️⃣ SUBSCRIBE & ring the bell ➜ https://www.youtube.com/@sotellus?sub_confirmation=1 3️⃣ COMMENT: Which metric will you track first in your QBR? Let us know below! 4️⃣ WATCH NEXT: https://youtu.be/_MwYc0pQB_M?si=1_iMbdEWMaa68n6C

🔗 RESOURCES & TOOLS • SoTellUs Review & Referral Engine → https://www.SoTellUs.com • SoTellUs AI Receptionist → https://www.SoTellUs.com/AI-Receptionist • HighLevel CRM (affiliate) → https://app.gohighlevel.com/?fp_ref=sotellus • QBR Templates & Examples → https://clickup.com/blog/qbr-templates/ (Some links are affiliate links—we earn a small commission at no extra cost to you.)

📺 ABOUT “SoTellUs Time” Every Tuesday, brothers Trevor & Troy Howard drop tactical episodes that help business owners dominate reviews, revenue & referrals. From automation hacks to marketing psychology, we give you the tools to grow—FAST. Join 25k+ subscribers leveling up every week. 🏆

⚡ CONNECT WITH US Instagram → https://instagram.com/SoTellUs LinkedIn → https://www.linkedin.com/company/sotellus/ TikTok → https://www.tiktok.com/@sotellustime

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