Tuesday 7th April Briefing Business Review (Start of Q2)

Business Review (Start of Q2)

• Review last quarter (Jan–Mar) performance
• Track key metrics: clients, sessions, classes, revenue, profit
• Identify expenses (software, rent, fuel, insurance, etc.)
• Use data to adjust strategy (what to increase, reduce, or change)

Data & Systems

• Keep records in a spreadsheet for clarity
• Use AI tools (like ChatGPT) to analyse data and generate insights
• Track class attendance, pricing, and profitability
• Build clear systems for bookings, onboarding, and follow-ups

Collaborations (Local Focus)

• Partner with local businesses (cafes, salons, shops, etc.)
• Reach out via Instagram or Facebook with simple introductions
• Build relationships through messages, comments, or visits
• Explore joint events (e.g. fitness + brunch, workshops)
• Collaborate with local sports teams or community groups

Networking & Community Building

• Create local connections through regular outreach
• Consider starting or joining local business networking groups
• Organise meetups, coffee chats, or small events
• Focus on building a strong local community presence

Influencer / Promotion Strategy

• Work with local micro-influencers
• Offer free classes or trials in exchange for social posts/reviews
• Use testimonials and shared experiences to build credibility
• Encourage user-generated content and tagging

Marketing Approach

• Combine digital tools with “old-school” marketing
• Use word of mouth, flyers, and in-person connections
• Focus on community-driven marketing rather than just online ads

Customer Experience

• Create a clear journey from enquiry to retention
• Use onboarding messages, follow-ups, and check-ins
• Engage clients before and after sessions (feedback, connection)
• Capture photos/content for social proof

Growth Tactics

• Offer “bring a friend” promotions
• Use guest passes to attract new clients
• Run themed events or special sessions
• Leverage community challenges or group activities

Advertising (Advanced Step)

• Only run ads after systems and processes are working
• Use simple Facebook ads once foundations are solid
• AI-driven ad tools can simplify setup and targeting

Outdoor & Seasonal Opportunities

• Plan outdoor classes or pop-up sessions
• Use parks, gardens, or local spaces
• Create interest groups (WhatsApp/Facebook) for events
• Schedule based on weather and demand