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

#BusinessReview #QBR #SmallBusinessGrowth #EntrepreneurTips #SoTellUsTime #Quarterly BusinessReview #QBRtutorial #90DayBusinessPlan
#SmallBusinessStrategy#SolopreneurTips #BusinessGrowth2025 #GoalSettingFramework #PerformanceMetrics
#RevenueReview #CustomerFeedbackAnalysis #SystemsAudit
#ProcessImprovement #FinancialHealthCheck #BusinessAlignment
#StrategicPlanning
#EntrepreneurProductivity #BusinessAuditChecklist
#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

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💬 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.

#SoTellUsTime #EntrepreneurTips #PricingStrategy #BusinessGrowth #MarketingPodcast #SmallBusinessTips #StopWorkingForFree #GetPaidWhatYoureWorth #SoTellUs #ClientBoundaries #HighTicketSales

Unlock explosive business growth by dedicating just ONE DAY a week to working ON your business instead of IN it! 🚀 In this deep-dive episode of SoTellUs Time, “The CEO Day,” we’ll show you exactly how to carve out strategic time, plan high-impact initiatives, and drive results that move the needle. Whether you’re a solopreneur or the head of a growing team, this framework will transform the way you lead—and skyrocket your productivity, profits, and peace of mind. ⏱️

👇 Timestamps & Chapters 👇
00:00 Introduction: Why “CEO Day” Matters
02:00 Defining CEO Day: Work on Not in Your Business
04:15 Real-World Win: How One Day Generated Our Most Profitable Sales Day of 2025
06:00 1. Why You Need a CEO Day
• The Hidden Cost of Constant Busywork
• How Burnout & Growth Plateaus Hijack Strategy
• Scheduling Margin for High-Level Thinking
12:15 Common Objections Debunked: “I Don’t Have Time,” “My Team Can’t Handle It,” “What Do I Even Do?”
16:30 2. What to Do on a CEO Day
• Big-Picture Planning: Goals, KPIs & Metrics Review
• System Building: SOPs, Automation & Delegation
• Marketing & Growth: Campaign Analysis, Content Brainstorm, Lead Funnels
• Team Development: Check-Ins, Culture, Hiring Plans
• High-Impact Decisions: Offers, Pricing, Partnerships
24:45 3. How to Make CEO Day Actually Happen
• Calendar Discipline: Treat It Like a Board Meeting
• Team Prep: Communication & Empowerment
• Distraction Detox: Notifications off, Offsite Options, Written Agendas
28:00 Conclusion & Action Steps: Start with a Half-Day This Week!

🔥 FREE RESOURCE: Grab our “Ultimate CEO Day Planner & Checklist” to map out your first strategic session 👉 https://www.sotellus.com/ceo-day-planner

👍 If you found this video helpful, hit LIKE, leave a COMMENT with your biggest takeaway, and SUBSCRIBE for weekly business growth strategies: https://www.youtube.com/@sotellus?sub_confirmation=1

📱 Connect with Us:
– Instagram: https://instagram.com/sotellus_time
– LinkedIn: https://linkedin.com/company/sotellus-time
– Twitter: https://twitter.com/sotellus_time

🎙️ More Episodes You’ll Love:
– “5 Proven Tactics to Double Your Leads in 30 Days” ⏩ https://www.youtube.com/@sotellus/videos
– “How to Delegate Like a Pro & Free Your Time” ⏩ https://www.youtube.com/@sotellus/videos

Keywords & Tags:
CEO Day, strategic planning, productivity hacks, business growth, leadership, delegation, small business tips, SOPs, automation, time management, high-level thinking, team development, marketing strategy, SoTellUs Time

🔔 Turn on notifications to never miss an episode: click the bell icon and select “All.”

#CEO #BusinessStrategy #Productivity #Leadership #Entrepreneurship #SoTellUsTime

✨ About SoTellUs Time:
Hosted by brothers Trevor & Troy Howard, SoTellUs Time is your weekly dose of actionable business insights, real-world growth tactics, and proven marketing frameworks that help entrepreneurs scale smarter.

“Working on your business is the ultimate competitive advantage. Make CEO Day non-negotiable—your future self will thank you.”

Unlock the secrets to keeping your top talent on your team—even in today’s cutthroat job market. In this jam-packed episode of SoTellUs Time, Trevor and Troy Howard dive deep into proven, actionable retention strategies that cost far less than recruiting replacements. Learn how to craft an onboarding journey that wows, build clear paths for career growth, foster a culture of recognition, support employee well-being, and leverage stay interviews to catch issues before they become exits.

🔔 Subscribe & Ring the Bell
Never miss an episode! Subscribe to SoTellUs Time: https://www.youtube.com/sotellus

📱 Connect with Us
• Podcast & Resources: https://sotellus.com
• Twitter: https://twitter.com/sotellus
• LinkedIn: https://linkedin.com/company/sotellus
• Instagram: https://instagram.com/sotellus_time

🕒 Episode Chapters
00:00 Intro – Why Talent Retention Matters
01:00 Understanding the Talent Landscape
• Cost of Turnover (lost productivity, hiring fees, knowledge drain)
• Post-Pandemic Job Market & Remote Work
• Replacing an Employee = Up to 50% of Annual Salary
• 6–8 Months to Full Efficiency for New Hires
04:00 Top 5 Proven Retention Strategies
• 04:00 1️⃣ Build a Strong Onboarding Experience
- Cultural Integration · Clear Expectations · Early Wins
• 06:00 2️⃣ Create Career Growth Opportunities
- Internal Mobility · Mentorship · Stretch Projects · Upskilling
• 08:00 3️⃣ Cultivate a Culture of Recognition & Feedback
- Peer-to-Peer Recognition · Regular Feedback Loops
• 10:00 4️⃣ Flexible Work & Well-Being Support
- Hybrid Options · Mental Health Resources · Burnout Prevention
• 12:00 5️⃣ Conduct Stay Interviews vs. Exit Interviews
- Sample Questions · Acting on Feedback
14:00 Wrap-Up & Action Steps

💡 Key Takeaways

• First Impressions Count: A structured, engaging onboarding reduces early turnover by up to 30%.

• Career Path Clarity: Employees who see growth stay 3× longer.

• Recognition Rewards: 69% of employees say recognition inspires them to work harder.

• Flexibility is Fundamental: 81% prioritize work-life balance when deciding to stay.

• Proactive Listening: Stay interviews reveal pain points before they become departures.

✅ Homework
This week, identify one retention strategy to implement: host a stay interview, revamp your onboarding checklist, introduce a peer-recognition program, or offer a mental health day. Share your success stories in the comments!

👍 Enjoyed this episode?
Like, comment, and share with your network—and don’t forget to subscribe for more expert insights on business growth, customer reviews, and marketing strategies.

🔖 Hashtags
#TalentRetention #EmployeeEngagement #HRStrategies #Onboarding #CareerGrowth #EmployeeRecognition #WorkplaceWellbeing #StayInterviews #RemoteWork #SoTellUsTime

🎧 Listen on Your Favorite Podcast Platform
Apple Podcasts | Spotify | Google Podcasts | Stitcher

In this episode of SoTellUs Time, Trevor and Troy Howard break down what smart entrepreneurs do when business gets quiet — and how YOU can turn any slow season into a launchpad for long-term success. 💥

🔥 Watch now to discover:
00:00 - Intro: Why Slow Seasons Happen to Every Business
02:00 - Shift Your Mindset: Slowness Isn’t Failure
05:00 - Optimize Internal Operations for Scalability
10:00 - Boost Your Marketing Strategy & Online Presence
16:00 - Strengthen Customer & Business Relationships
18:00 - Invest in Yourself as a Business Owner
20:00 - Final Thoughts + Power Move to Implement This Week

✅ Whether you’re dealing with seasonal dips, economic downturns, or just a random slowdown, this episode gives you practical strategies to come back stronger than ever. If you're ready to grow your business in ANY economy, this one's for you.

👊 EPISODE HIGHLIGHTS:

📌 Shift Your Mindset:
Slow doesn’t mean failing. Every industry has natural cycles. Learn how to embrace downtime as strategic time to plan, build, and grow smarter.

📌 Streamline Operations:
Now is the perfect time to clean up your CRM, audit your workflows, train your team, and automate repetitive tasks that waste time during busy seasons.

📌 Market Like a Pro:
Double down on marketing! Refresh your website, create lead magnets, repurpose old content, and build future demand so your pipeline never dries up.

📌 Build Relationships:
Reconnect with old leads, follow up with past clients, and network with other entrepreneurs. Collaborations and referrals are gold during slow seasons.

📌 Invest in You:
Read that business book. Take the course. Rest. Recharge. When you grow personally, your business grows with you.

🧠 QUOTE TO REMEMBER:
"What you do during the slow season determines how strong your next busy season will be."

🎯 ACTION STEP:
Pick ONE area to focus on this week — systems, marketing, or self-development — and schedule time to work on it.

🎥 More business growth strategies every week — SUBSCRIBE now 👉 https://www.youtube.com/sotellus

💡 Love this content? Share it with a fellow business owner who’s ready to level up — even in the slow season.

📲 Get More Reviews, Leads & Sales With SoTellUs 👉 https://www.sotellus.com

🔍
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