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.
A picture made with AI to show the idea.
Your prompt
Fill in your details. Skip any you like.
Claude and ChatGPT open with your prompt already typed in. Gemini can't be filled in from a link, so its button copies your prompt: paste it into the new chat.
The prompt that gets copied
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.
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.
Step by step
- Export last quarter's sales, client list, bookings and email stats as spreadsheets or PDFs.
- Upload them to Claude, ChatGPT or Gemini and paste the prompt.
- Ask it to show the numbers behind any cause it names.
- 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.
Large files work best on a paid plan. Remove any client details you don't need before you upload.
- Made for
- Coaches, Consultants, Small business owners, Creators
- Works in
- Claude, ChatGPT, Gemini
