MONTHLY REVIEW
& STRATEGY SESSION

Thank you for booking your monthly strategy session with us! This questionnaire is designed to help you reflect on your achievements over the past month and identify areas where you may need additional support. Your responses will guide our upcoming session, ensuring we focus on what's most important to you and your business's growth. Please take a few minutes to fill it out thoughtfully.

Celebrating Your Achievements

Name

First Name

Last Name

What are three accomplishments you're most proud of this past month?

What positive changes have you noticed in your business since our last strategy session?

How have these accomplishments impacted your overall business goals?

Reflecting on Challenges

What challenges did you encounter this month, and how did you overcome them?

Is there a challenge from the past month that you feel you could use more support or guidance on?

Were there any missed opportunities that you’d like to explore further in our upcoming session?

Understanding Your Needs

What specific areas would you like to focus on during our next strategy session?

Financial Planning and Analysis

Cash Flow Management

Operational Efficiency

Marketing Strategy

Team Development and Leadership

Other (please specify)

How can we best support you in achieving your goals for the next month?

Are there any financial reports or metrics you’d like more clarity on?

Planning Ahead

What is your primary goal for the upcoming month?

What resources or support do you think will be most helpful to achieve this goal?

Continuous Improvement and Feedback

What has been the most valuable aspect of our partnership for you this month?

What could we do better to support your business growth and success?

Open Feedback

Is there anything else you’d like to share that could help us enhance your experience or better support your goals?

MONTHLY REVIEW & STRATEGY SESSION

MONTHLY REVIEW
& STRATEGY SESSION