Weekly Business Check-In Template for Entrepreneurs
Use this free Weekly Business Check-In Template to stay focused, review your progress, and plan ahead.
Use this every Friday (or Monday morning). It takes 15 minutes and will become one of your most valuable weekly habits.
This Week's Check-In
Date: ______________
Week #: ______________
π Wins This Week (min. 3)
No win is too small. What went well β even slightly?
1. ______________________________________
2. ______________________________________
3. ______________________________________
π Key Numbers This Week
Revenue: $______________
New leads/prospects: ______________
Sales conversations had: ______________
New customers: ______________
Emails/messages sent: ______________
π― Progress on My Big 3 Priorities
Priority 1: ________________________ Progress: ______
Priority 2: ________________________ Progress: ______
Priority 3: ________________________ Progress: ______
π§ What Got in the Way?
What obstacles, distractions, or challenges showed up this week?
______________________________________________
______________________________________________
π‘ What Did I Learn?
One thing I learned about my business, my customers, or myself this week:
______________________________________________
______________________________________________
π Next Week's Top 3 Actions
The 3 most important things I will do next week:
1. ______________________________________
2. ______________________________________
3. ______________________________________
π Support I Need This Week
Is there anyone I should reach out to, a question I should ask, or a resource I need?
______________________________________________
______________________________________________
π How Am I Feeling? (1-10)
Energy level: ______ Motivation: ______ Confidence: ______ Clarity: ______
What would bring these numbers up next week?
Frequently asked questions
What should a weekly business review include?
A weekly business review should include: reviewing your goals and key metrics, celebrating wins, identifying blockers, planning your top 3 priorities for the coming week, and checking in on your energy and wellbeing as the business owner.
How often should entrepreneurs review their business?
Entrepreneurs should review their business weekly at a minimum β a quick 30-minute check-in covering metrics, priorities, and blockers. A deeper monthly review and a quarterly strategic review are also important for staying on track with bigger goals.
What is a business check-in template?
A business check-in template is a structured framework that helps entrepreneurs regularly review progress, assess challenges, and plan next steps. It typically includes prompts for wins, metrics, priorities, obstacles, and personal wellbeing to ensure balanced progress.
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