Interactive quarterly business review covering performance, development, finance, and well-being. Use when user mentions "quarterly review", "quarter review", "Q1/Q2/Q3/Q4 review", "review past quarter", or wants to assess quarterly performance and plan next steps.
Guides interactive quarterly reviews covering performance, finance, goals, and strategy. Triggers when user mentions "quarterly review" or "Q1/Q2/Q3/Q4 review" to assess past performance and plan next quarter.
/plugin marketplace add Pitchlab/founder-support-system/plugin install founder-support-system@founder-support-systemThis skill is limited to using the following tools:
Prime Directive: Turn reflection into decisions. If it doesn't change next quarter, it doesn't belong here.
This interactive skill guides you through a comprehensive quarterly review of your business covering:
The output is saved as a Quarterly Log page in Notion for reference and planning.
Configuration: Notion page URLs are loaded in the following order (first found wins):
.claude/config.md or CLAUDE.md - Project-specific configuration (check working directory).claude-plugin/config.json - Plugin default configurationUse the Read tool to load configuration at the start of the workflow.
Required Pages (configured in config files):
Load Configuration:
// Use Read tool to load Notion page URLs from config
// Try in order (first found wins):
// 1. .claude/config.md (check for notion.* URLs in markdown)
// 2. CLAUDE.md (check for notion.* URLs in markdown)
// 3. .claude-plugin/config.json (JSON format)
// Extract config.notion.yearPlan, config.notion.personalOperatingModel,
// config.notion.goldenRules, config.notion.logbook
// Use these URLs for all mcp__notion__notion-fetch calls below
Determine Quarter to Review:
# Call the command to determine quarter
/founder-support-system:get-year-and-quarter
This determines the PRECEDING quarter (the one that just ended).
Fetch Reference Materials:
Use mcp__notion__notion-fetch to retrieve:
Brief Context Summary: Show user a 3-line summary:
Purpose: Establish shared reality before analysis.
Interactive Process:
Use AskUserQuestion with these trigger questions:
What worked with less effort than expected? Signals leverage, fit, and hidden advantages.
Where did you spend the most energy for the least return? Exposes false priorities and sunk-cost thinking.
What surprised you—positively or negatively? Surprises reveal broken assumptions.
If this quarter repeated 3 more times, would the business be stronger or weaker? Why? Forces trajectory thinking instead of point-in-time evaluation.
What did you avoid or postpone that now feels costly? Highlights fear, discomfort, or unresolved decisions.
Format: Use multiSelect: false for open-ended responses.
Output Structure:
## Quarter Snapshot: Q[X] [YEAR]
### What Happened
- [5-10 bullets from user responses]
### Narrative Summary
[One paragraph synthesizing the above]
### Quarterly Reset — Keep it alive
*instructions:* This is the maintenance ritual. Short. Non-negotiable. If you skip this, the model rots.
#### The four questions
1. Where did I create disproportionate value?
2. Where did I fight my nature?
3. Which pitfall showed up again?
4. What rule or constraint must tighten?
#### Updates (refer to Personal Operating Model in Notion)
- Strengths to exploit more:
- Weakness routing improvements:
- New constraints:
- Remove constraints (if proven safe):
Questions (use AskUserQuestion):
Ask about 3 frictions and 3 tailwinds:
Output:
## Lived Experience
### Frictions (What Pushed Uphill)
1. [Friction 1]
2. [Friction 2]
3. [Friction 3]
### Tailwinds (What Moved Easily)
1. [Tailwind 1]
2. [Tailwind 2]
3. [Tailwind 3]
Questions (use AskUserQuestion with multiple choice + open):
For each struggle identified in 2.1, ask user to categorize:
Options:
Output:
## Constraints & Struggles
### [Struggle Name] - [Category]
[User's explanation]
→ **Action**: [Structural/Positioning → next quarter priorities | Personal → environment design]
Interactive Questions (use AskUserQuestion):
Ask for:
Ask for:
Ask:
Output:
## Financial Review
### Sales Activity
| Metric | Q[X] [YEAR] | Trend vs Last Quarter |
|--------|-------------|----------------------|
| Conversations | [X] | [↑/↓/→] |
| Proposals Sent | [X] | [↑/↓/→] |
| Proposals Won | [X] | [↑/↓/→] |
| Avg Deal Size | €[X] | [↑/↓/→] |
| Sales Cycle | [X] days | [↑/↓/→] |
### Revenue & Cost
- **Gross Revenue**: €[X]
- **Fixed Costs**: €[X]
- **Variable Costs**: €[X]
- **Net**: €[X]
- **Revenue/Hour**: €[X]
### Financial Trajectory
- **Annual Target Status**: [🟢 On Track | 🟡 Behind | 🔴 Off Track]
- **12-Month Projection**: [User's answer]
→ [If Red: Mandatory strategic change required]
Process:
Output:
## Last Quarter Objectives Review
### Objective 1: [Name]
- **Status**: [Keep | Kill | Complete]
- **Reason**: [User's explanation]
[Repeat for each objective]
Interactive Process:
Ask user to define exactly 3 objectives:
For each objective, ask:
Output:
## Next Quarter Objectives: Q[X+1] [YEAR]
### 1. Growth Objective: [Name]
**Constraint Addressed**: [User's answer]
**Key Results**:
1. [KR1]
2. [KR2]
3. [KR3]
4. [KR4]
---
### 2. Leverage Objective: [Name]
**Constraint Addressed**: [User's answer]
**Key Results**:
1. [KR1]
2. [KR2]
---
### 3. Foundation Objective: [Name]
**Constraint Addressed**: [User's answer]
**Key Results**:
1. [KR1]
2. [KR2]
Interactive Questions (use AskUserQuestion):
Output:
## Capability & Asset Growth
### Skills Gained
- [Skill 1]: Applied in [context]
- [Skill 2]: Applied in [context]
### Business Development
- **New Connections**: [X]
- **Warm Relationships**: [X]
- **Strategic Allies**: [Names]
### Outreach & Visibility
**Experiments Run**:
- [Experiment 1]: [Result]
- [Experiment 2]: [Result]
**Key Insight**: [One thing to double down on]
### Brag List (Evidence File)
- [Achievement 1]
- [Achievement 2]
- [Achievement 3]
**Concrete ROI**: [User's answer]
Ask user: "Looking back at everything above, what patterns do you see?"
Prompt for:
Output: Max 3 patterns
Interactive Process (use AskUserQuestion with options):
Present the framework and ask user to fill in:
START:
STOP:
STAY:
DOUBLE-DOWN:
Output:
## Strategic Synthesis
### Patterns Observed
1. [Pattern 1]
2. [Pattern 2]
3. [Pattern 3]
### Strategic Decisions
#### START
**[One thing to start]**
Why: [User's rationale]
#### STOP
**[One thing to stop]**
Why: [User's rationale]
#### STAY
**[One thing to stay]**
Why: [User's rationale]
#### DOUBLE-DOWN
**[One proven asset to amplify]**
Why: [User's rationale]
Process:
After gathering all user input, provide direct, no-fluff strategic advice:
Tone: Be direct. No motivational language. Optimize for leverage, clarity, and compounding advantage.
Output:
## Strategic Advice (Claude Analysis)
### Single Biggest Constraint
[Constraint identification]
### Recommended Strategic Focus for Q[X+1]
[One clear focus area]
### Specific Recommendations
**START**: [One thing]
**STOP**: [One thing]
**DOUBLE-DOWN**: [One thing]
### Misalignment Flags
[Any gaps between effort, revenue, and long-term positioning]
---
**Final Note**: If this review doesn't kill at least one goal, tool, or idea, it's not honest enough.
Process:
Compile Full Quarterly Review: Combine all sections above into a single, well-structured markdown document.
Show Preview to User: Display the complete review for user approval.
Ask for Confirmation:
I've compiled your Q[X] [YEAR] Quarterly Review.
Should I save this to Notion under the Logbook page? (Yes/No)
If Yes, Save to Notion:
mcp__notion__notion-create-pages to create a new page titled "Q[X] [YEAR] Quarterly Review"Confirm Completion:
✅ Quarterly Review saved to Notion!
📄 [Link to new page]
**Next Steps**:
- Review your Next Quarter Objectives
- Update Year Plan if needed
- Schedule check-ins for key results
A successful quarterly review should:
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