Browse The ChatGPT Prompt Bible for Small Business Owners Chapter 5: Operations & Planning

Annual Business Review

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Annual Business Review

Create an annual business review framework for my [BUSINESS TYPE]:

Year being reviewed: [YEAR]
Original goals for the year: [LIST MAIN GOALS]
Team size: [NUMBER]

Review template:

1. Financial Review
   - Revenue vs. target
   - Profit margins
   - Cash position
   - Major expenses
   - ROI on investments

2. Customer Review
   - New customers acquired
   - Retention rate
   - Customer feedback themes
   - Top customers
   - Lost customers analysis

3. Product/Service Review
   - What sold well
   - What didn't sell
   - New offerings launched
   - What should be retired

4. Operations Review
   - Efficiency wins
   - Ongoing challenges
   - Systems implemented
   - Team performance

5. Marketing Review
   - What channels worked
   - ROI by channel
   - Brand/awareness progress

6. Personal Review
   - Work-life balance
   - Skills developed
   - Lessons learned
   - Energy and fulfillment

7. Next Year Planning
   - Themes for the year
   - Major initiatives
   - What to start/stop/continue

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