09/29/2026
I was doing my own end-of-quarter review for FLO last week and since I work with a lot of entrepreneurs now, I realized how useful the process was and how rarely we’re actually taught to do this when we’re running a small business.
We spend so much time thinking about what we should do next that we don’t always stop to look at what actually happened.
What brought in revenue?
Where did inquiries come from?
What was worth the effort?
What wasn’t?
What should I keep doing and what can I finally let go of?
So, considering my growing audience, I decided to turn the process I use into a free workFLO resource.
The Quarterly Business Review walks you through your revenue, pipeline, visibility and offers, that helps you turn what you learned into three priorities for the quarter ahead.
It’s not a complicated business plan.
It’s not a list of 47 goals for the next three months.
It’s just a clearer way to answer:
→ What happened?
→ What did I learn?
→ What am I doing next?
It’s free, and you can grab a copy here:
https://www.heatherbays.com/workflo
And if you’re heading into Q4 feeling a little scattered about your business, this might be a very good place to start. 🫶🏼