7 monthly checks I wish I'd known to make when I started out 👇

Time to face the truth: are you actually moving the needle?

This week, we ran month-end review and planning sessions.

If you’re serious about growing - not just surviving - you need these locked in every single month.

🔹 Monthly management accounts - sent, reviewed, understood. No guessing.
🔹 Full sales forecast for May - real numbers, real pipeline.
🔹 Resource and client planning - who’s doing what, when, and why.
🔹 CRM and stakeholder updates - no critical relationships falling through the cracks.
🔹 30-day action plan - plugged directly into your 90-day strategy.
🔹 KPIs tracked, logged, reviewed - if you can't measure it, you can't fix it.
🔹 Personal operator check-in - define ONE thing you will change next month to drive better results.

Growth isn’t luck. It’s operational discipline.