What we're doing
Today, in 90 minutes
- Why a check-up5 min
- A real one, read out loud20 min
- Quick questions together10 min
- Your numbers35 min
- Q&A10 min
Nobody leaves without hitting submit.
Why a check-up
You've got the numbers.
Nobody's read them.
Am I rebuilding the business I had, or designing one that works for this chapter of my life?
What you get back
What lands in your inbox
Your numbers
12 months side by side. Best and worst months, top clients, what sold.
Your time
Where the hours go, and what each hour earns.
Three gaps
Forecast, pipeline, price. Two numbers each.
One thing
The single thing to fix in Q1, and why that one.
Within 2 weeks. We work through them together in early December.
See a real one in the replay · 17:59 ↗
A real one: mine
New baby. Part-time.
Was this a bad year?
No.
Low activity was a deliberate choice. Skye arrived in July 2025, and this was my first full year as a mum, running the business around her.
See my real snapshot in the replay · 17:59 ↗
My year, month by month
Lumpy, with a January dip
- Jan was quiet. Partly timing: Dec and Jan work was paid in Feb
- Second half brought in noticeably more than the first
The actual numbers are in the replay at 17:59.
Where my time goes
A quarter of my time,
69% of my income
~21ha week
- TTV, 38%
- Client work, 24%
- Book, 21%
- HR Hero, 17%
Client work pays the most per hour. TTV pays the least. (Watch the replay for String's actual numbers.)
My one thing for Q1
Grow profit without adding hours
- Software audit: trim the recurring stack
- Raise service pricing: most pitches land
- Test TTV: member contributions, not more founder hours
- Judge services and TTV as separate models
(Watch the replay to see String's actual numbers.)
Your turn · about 10 minutes
Open your laptop
Your numbers · step 1
Four screenshots. Your calendar.
- Your last 4 weeks, one screenshot each
- Week view, so the times show
- On your laptop. Phone ones are too small
- Hide personal calendars first if you like
Your numbers · step 2 · Xero
Xero: three clicks, three files
- Profit and loss
Reporting › All reports › Profit and Loss › 1 Oct to 31 Oct 2026 › Compare with 11 months › Update › Export › Excel
- Income by contact
Reporting › All reports › Income by Contact › 1 Nov 2025 to 31 Oct 2026 › Update › Export › Excel
- Paid invoices
Sales › Invoices › Paid tab › Export No dates needed
Stripe feeds into Xero? Add the Stripe export too.
Your numbers · step 2
Not on Xero?
Stripe
Payments › Export › 1 Nov 2025 to 31 Oct 2026 › CSV
Spreadsheet
Upload whatever you track income and costs in. Each sale needs a date.
Nothing formal
Just a rough guess at the last 12 months. No uploads.
Can't upload?
Stuck? Hit submit anyway.
Nothing is compulsory. Send what you can. Small, messy numbers are fine.
Hit submit
What happens next
Your next two weeks
- Your Business Snapshotwithin 2 weeks
- Strategy session togetherearly December
- Next check-upJanuary, lighter
Start your audit now ↗