Your Monthly Check-In

Your numbers last month

Name

1. New clients last month (optional)

Type N/A if this does not apply to you.

2. Total cash collected last month

Use your own currency. Type N/A if this does not apply to you.

3. Your top 2-3 biggest wins last month

They can be from business or life, and they can be big or small.

4. Your top 2-3 biggest challenges last month

What got in the way, or what surprised you?

5. On a scale of 0-10 (and no picking 7!), how’s your momentum & confidence right now?

6. Which areas do you need the most help with right now? Pick up to 3.

0 of 3 picked

7. What is the ONE thing you most want my help with right now?

Be as specific as you can, so I can give you better feedback.

8. Your top 2-3 focus areas for this month

Name the things that matter most this month.

9. On a scale of 0-10 (and no picking 7!), how happy are you with the support you’re getting from me?

0 is not happy. 10 is very happy.

10. What would make it a 10? (optional)

You can also tell me anything else you want me to know.