# Get a quarterly review that tells you what changed and why

> It reads your messy exports and comes back with causes, not charts, plus the three calls you need to make.

Upload last quarter's raw numbers. Instead of filling in a template, AI tells you what changed, why it changed and the three decisions that matter most, with the case for and against each.

- Page: https://thesolocreators.com/prompts/quarterly-review-what-changed-and-why/
- Category: Make smarter decisions
- Made for: Coaches, Consultants, Small business owners, Creators
- Works in: Claude, ChatGPT, Gemini
- Time: About 30 minutes
- Effort: A few steps
- Note: Large files work best on a paid plan. Remove any client details you don't need before you upload.

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
Here's everything I have from last quarter for [YOUR BUSINESS, e.g. my coaching practice]: [WHAT YOU UPLOADED, e.g. sales export, client list, calendar]. Don't fill in a template. Tell me what changed this quarter compared with the one before, why it changed, and what I should do about it. For every cause you name, show the numbers from my files that back it up and say how sure you are. Then work out the three decisions that are most urgent given everything you've learned. For each one, give me the strongest argument for and against, and what I'd need to check before deciding. Finish with one thing I should start tracking next quarter so I'd catch a problem like this sooner.
```

## Step by step

1. Export last quarter's sales, client list, bookings and email stats as spreadsheets or PDFs.
2. Upload them to Claude, ChatGPT or Gemini and paste the prompt.
3. Ask it to show the numbers behind any cause it names.
4. Pick one of the three decisions and ask for a 30-day plan.

## What you'll get

A plain-English review of what changed and why, backed by your own numbers, plus the three most urgent decisions with the arguments for and against each.

## Good to know

**Which AI tools does this work in?** It works in Claude, ChatGPT and Gemini. On this page, Claude and ChatGPT open with your prompt already typed in. Large files work best on a paid plan. Remove any client details you don't need before you upload.

**How long does it take?** About 30 minutes. It's rated "A few steps". There are 4 steps, listed above.

**What do I need before I start?** Just your details for 2 blanks: your business and what you uploaded. You can skip any, and your AI will ask for them.

**What will I get back?** A plain-English review of what changed and why, backed by your own numbers, plus the three most urgent decisions with the arguments for and against each.

Idea spotted on the web, shared by Felix Rieseberg: https://felixrieseberg.com/how-to-be-more-ambitious-a-tutorial-for-humans-with-models/. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: Board of Advisors (Convene seven AI advisors who debate your decision, vote, and hand back a stress-tested verdict); Fact Checker (Every quote, number, date, and link in your draft checked against its real source, with the fixes handed back as tracked changes you accept or reject).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.