Jul 15, 2025

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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