Monthly Business Review

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Name* This field is required.
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Email* This field is required.So we can send you a copy for your records
example@example.com
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MONTH* This field is required.
Please Select
Please Select
January
February
March
April
May
June
July
August
September
October
November
December
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Completed your business dashboard input and accessible to us?* This field is required.With all relevant data, weekly marketing metrics, P&L updated, Marketing plan for following month completed, schedule reviewed, etc.
YESNO
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Month to month comparison of Key performance indicators(Comparing the KPI's from last month to this)
Last month
Current month
Total revenue
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Total leads
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Total enquiries
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Total new clients
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Total leavers
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Net gain/loss of clients
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Row 5, Column 1
Total revenue
Total leads
Total enquiries
Total new clients
Total leavers
Net gain/loss of clients
Last month
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Current month
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Last month
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Current month
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Last month
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Current month
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Last month
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Current month
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Last month
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Current month
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Last month
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Current month
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Summarise your thoughts on the differences between the the two months metrics.What's happened?, were your inputs different? etc
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Ok
Ok
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Marketing budget?* This field is required.If you haven't ran any paid adverts this month please enter 0 in the below box
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Marketing spend?* This field is required.If you haven't ran any paid adverts this month, please enter 0 in the box below
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Cost per click?* This field is required.If you are running Facebook ad, this is the cost of people clicking on the ad. The lower the cost per click, the more successful the ad is. (If N/A enter 0 below)
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Cost per lead?* This field is required.This is the cost per enquiry, through landing page. (Someone filling out your enquiry form etc. The lower the cost, the better the landing page. (IF N/A enter 0 below)
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Cost per call/application?* This field is required.No of people booking a call, or application form to work with you. The lower the cost, the better the onboarding is performing. (IF N/A enter 0 below)
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Cost per sale?* This field is required.The cost per sale! How many people brought your service/product from the ad. (IF N/A enter 0 below)
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Total emails sent?* This field is required.
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Email opening rate?* This field is required.
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Email click through rate?* This field is required.
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Total posts on instagram?* This field is required.IF N/A ENTER 0 BELOW
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Total reach?* This field is required.IF N/A ENTER 0 BELOW
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Audience?* This field is required.IF N/A ENTER 0 BELOW
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Facebook New page likes?* This field is required.
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Facebook post reach?* This field is required.IF N/A ENTER 0 BELOW
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Post engagements?* This field is required.IF N/A ENTER 0 BELOW
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Any other platform / marketing medium to review?* This field is required.Local business connection / LinkedIn/tik Tok/YouTube/etc (IF N/A ENTER NN/A BELOW)
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Ok
Ok
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Review your last month of social media content below.* This field is required.What was the objective, which were your top performing pieces of content? did you have entertaining pieces,lifestyle content, value add, what calls to actions worked, which hooks got more views/engagement, etc)
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Ok
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Want feedback on this months social media content?
YESNO
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Total Average working week in hours?* This field is required.
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Average weekly hours spent IN your business?* This field is required.
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Average weekly hours spent ON your business?* This field is required.
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Average hours invested into marketing weekly? (Gym floor, social media, emails, etc)* This field is required.
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Average hours invested into programming weekly? * This field is required.
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What can you do to improve your schedule and task prioritisation next month?* This field is required.
Please Select
Please Select
Schedule my social media ahead of time with a solid plan to help me cut down on unproductive time thinking of content.
Have my goals re-aligned and focused for the next month to help me then prioritise tasks.
Invest time into my scheduling, so that everything has its time, versus being vague with what I am doing and when.
Make sure my online calendar for bookings only show the time slots I want to deliver.
When I am scheduling time in, I am making it specific enough so I can arrive at my desk knowing exactly what I am doing so I don't get side tracked.
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This months biggest wins in marketing?* This field is required.Whats you biggest win from the content you created, to the interactions you had, engagement you received from the work you put in. Did you run a campaign? what worked well?
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This months biggest wins in your service?* This field is required.What were the client successes this month? If you run a group, a challenge? What made you proud this month?
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This months biggest wins in your admin (time management, priority management)?* This field is required.What did you get done that made you proud this month? What gave you a sense of satisfaction? What helped you deliver a better service? Did you get that time off?
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Did you achieve last months goals? * This field is required.
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If NO, to the above, why not? And how are you going make improvements for next month?* This field is required.Double down on the things you know you needed to do, but put off! If something didnt go to plan, ask your self why?, and how can you use this to move your business forward next month?
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What is your goal for next month (service development, finances, marketing campaign etc)?* This field is required.Get specific! What financials do you want to hit?, what does that mean in regards to your marketing and sales? What do you want each client to achieve this month? ETC
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What are your daily non negotiables for next month, which are aligned with your goal?* This field is required.
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What accountability have you planned in for the following month?* This field is required.This can be one or many things...
Please Select
Please Select
Attend mentoring calls.
Attend Mondays call to present plans and then report back in at the call at the end of week torpor back in how it went.
Facebook daily post.
Facebook video into the group.
Email to admin@ptmentoracademy.com
refresh myself on the via the PTMA portal to strengthen my weaknesses and areas of improvement
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What advice are you going to give yourself for the following month? * This field is required.
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Ok
Ok
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How do you want us to show up for you next month? (Be more direct, kick up the ass, need more empathy, etc) - PLEASE ELABORATE, I.E WHAT DOES THIS LOOK LIKE OT YOU?
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Please upload anything you want feedback on.
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Please give context to the above.
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Booked in time for Q4 prep and plan sessions?
YESNO
Should be Empty: