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Small business owner using the Keep, Change, Stop review and 90-day action plan

Small Business Quarterly Review

Name: Small Business Quarterly Review
Brand: H. Doucette Studio
Price: 15.00 USD
Availability: InStock

$15.00

Review the last quarter, make clear business decisions, and build a focused 90-day plan with an eight-page fillable PDF and an Excel tracking system made for small product businesses.

Turn the end of each quarter into a useful decision-making session for your small product business.

The Small Business Quarterly Review helps you assess sales, products, marketing, customer experience, operations, and owner capacity without getting buried in complicated reports. Use the fillable PDF for a guided review, then track decisions, owners, due dates, and next-quarter priorities in Excel.

What is included

Eight-page fillable and printable PDF
Quarterly results and comparison review
Product performance review
Marketing and sales channel review
Customer and operations review
Keep, Change, Stop decision page
Next-quarter priority planner
90-day action plan
Excel dashboard
Detailed quarterly review tracker
Next-quarter priority tracker
Standard license for one person or one business

Use it to

Review what worked and what needs attention
Compare the current quarter with the prior quarter
Identify product and channel decisions
Record evidence before choosing the next action
Assign owners, due dates, and statuses
Set a small number of measurable priorities
Plan the first 30, 60, and 90 days of the next quarter

Who it is for

Makers, handmade businesses, small product brands, creative entrepreneurs, and owner-led shops.

Format and delivery

Digital product. No physical item will be shipped. Microsoft Excel or compatible spreadsheet software is required for the workbook. PDF files may be printed or completed digitally in a compatible PDF reader.

This product is an organizational and business-planning tool. It does not replace legal, tax, accounting, pricing, privacy, contract, advertising, or regulatory advice.

License

Standard use is for one person or one business. Source files and editable templates may not be resold, shared, redistributed, sublicensed, or used to create a competing template product.

Every purchase includes a license for personal and commercial use — you can use the artwork in your own finished products, packaging, and designs, with no limit on how many you sell. Source files can't be resold or redistributed on their own. Full terms are on our Licensing page.

This is an instant digital download — no physical item is shipped. You'll get a download link by email as soon as payment is confirmed. See the file formats included with this product above, and check our FAQ if your download doesn't arrive.