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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#SmallBusinessStrategy#SolopreneurTips #BusinessGrowth2025 #GoalSettingFramework #PerformanceMetrics
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#ProcessImprovement #FinancialHealthCheck #BusinessAlignment
#StrategicPlanning
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#AutomationForSmallBusiness #ShinyObjectSyndrome
#SoloEntrepreneurSuccess

Do you feel trapped in the constant cycle of putting out fires, leaving no time or energy to innovate and grow? You're not alone! Innovation isn’t just a buzzword reserved for tech startups—it's the lifeblood of every thriving business. In this game-changing episode of SoTellUs Time, hosts Trevor and Troy Howard reveal practical strategies to break free from daily grind mode and intentionally foster creativity, new ideas, and continuous improvement in your business.

🎯 Here's What You'll Discover in This Episode: 🎯

✅ Why Innovation Gets Ignored in Most Businesses:

• Survival Mode Trap: Why constantly "putting out fires" stops growth and innovation.

• Fear of Change: Overcome uncertainty and resistance by creating clarity.

• Lost Opportunities: How the lack of a structured system can result in losing amazing ideas.

✅ Systems That Drive Continuous Innovation:

• Dedicated Innovation Time: Implement regular brainstorming sessions (CEO Days) to nurture big-picture thinking.

• Idea Pipeline: Learn how to collect, prioritize, and act on ideas efficiently.

• Pilot & Scale: Proven techniques to quickly test ideas on a smaller scale before major investments.

• Feedback Loops: Leverage customer and employee feedback to continuously improve your products and services.

✅ Culture That Welcomes Creativity:

• Rewarding Creativity: How to incentivize idea generation even if every idea doesn’t lead to implementation.

• Leading by Example: Model curiosity and openness to inspire your entire team.

• Normalize Failure: Create a safe space where experimentation and "failing forward" are celebrated.

🔥 Innovation isn’t about huge budgets—it’s about intentionality, systematic thinking, and cultivating curiosity within your team. 🔥

👉 TAKE ACTION NOW: Schedule just 15 minutes this week for a team brainstorm or personal reflection on one powerful question: “What's one thing we could do differently to grow?” This simple act could spark your next big breakthrough!

🔔 SUBSCRIBE to SoTellUs Time for more powerful strategies to grow your business and innovate relentlessly!
Subscribe Here 👉

🌐 CONNECT WITH US:
Website: https://sotellus.com
Facebook: https://www.facebook.com/SoTellUs/
Instagram: https://www.instagram.com/sotellusreviews/

#Innovation #BusinessGrowth #Creativity #SmallBusiness #EntrepreneurTips #BusinessInnovation #Productivity #TeamBuilding #Leadership #ContinuousImprovement #GrowthMindset #IdeaGeneration #BusinessCulture #CEOday #SoTellUsTimePodcast

✨ JOIN THE COMMUNITY:
Connect with other entrepreneurs and business leaders who are dedicated to growth, innovation, and success.

💡 ABOUT SoTellUs Time:
SoTellUs Time is hosted by Trevor and Troy Howard, founders of SoTellUs.com, dedicated to empowering business owners with actionable insights to elevate their business success through customer experiences, reviews, marketing, and cutting-edge innovation strategies.

Stay inspired, stay innovative, and we'll see you inside the episode! 💪📈🚀

Are free trials, free consultations, or “just a few hours” of free work really helping you grow your business? Or are they actually KILLING your profit, authority, and sanity?

In this eye-opening episode of SoTellUs Time, Trevor exposes the hidden dangers of giving away too much for free — and how this nice guy strategy is keeping you broke, burned out, and begging for better clients. 😤

If you’re a business owner, entrepreneur, consultant, or coach, and you’ve ever felt pressured to offer more just to close the sale, this is your wake-up call.

✅ Watch this before you give away one more “freebie.”

💥 Why We Feel Compelled to Give Too Much

• Scarcity mindset vs. abundance mindset — and how it's sabotaging your pricing

• How fear of rejection leads to over-delivering, underpricing, and burnout

• The psychological trap of “I need to prove my value first”

🧨 The Hidden Costs of ‘Free’

• Why free trials attract the WRONG clients (price shoppers + time wasters)

• How “free” reduces perceived value — and trains prospects to undervalue you

• The massive opportunity cost of giving away your time

🎯 How to Set Boundaries and Get Paid What You're Worth

• Give value, not access — how to position yourself as an expert from the first touchpoint

• How to create urgency without discounts or free trials

• Why clients pay for outcomes, not extras — and how to message your results

📈 Case Study: How SoTellUs Helped a Business Double Revenue Without Freebies

• A real-life story of a client drowning in freebies and bad leads…

• How we restructured their funnel with SoTellUs automation and reputation tools

• 30 days later? Fewer leads, better clients, and double the close rate

💰 How to Use ‘Free’ Strategically (Without Killing ROI)

• Lead magnets that build your list and authority

• Mini audits that show value without commitment

• How to convert “free engagement” into paying clients using SoTellUs automation

Your time is not free. Your knowledge is not free. Your business isn’t a charity.
If you're ready to attract serious clients, command premium pricing, and finally build a business that respects your boundaries — this episode is for you.

✅ Try SoTellUs FREE – The #1 Review + Automation Platform for Businesses
👉 https://www.SoTellUs.com

📣 Subscribe to SoTellUs Time for More Business Growth Strategies
👉 https://www.youtube.com/@sotellus

how to grow your business, stop giving away free stuff, how to charge what you're worth, pricing strategy 2025, business owner mistakes, free trials vs paid offers, how to get high paying clients, sales psychology, lead generation strategy, SoTellUs automation, small business growth, client boundary setting, reputation marketing, stop undercharging, scaling a service business, entrepreneur tips podcast

💬 Drop a comment if you’ve ever felt stuck offering too much for free — and let’s talk about how to flip the script for profit.

👍 Like this episode? Smash that thumbs up, subscribe, and hit the bell so you never miss a strategy that grows your business smarter, not harder.

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