With host retail coach Wendy Batten

https://wendybatten.com/podcast-intro/

Episode Overview

In this episode, I'm sharing a practical look at the power of a monthly business debrief. Sparked by a coaching client who resisted the process at first, this conversation walks through what a debrief actually is, why it matters, and how it can be done in as little as 15 minutes per month. We all have that kind of time!

For experienced shop owners who feel profitable but unclear, busy but reactive, this episode offers a grounded structure for closing out the month with intention. Wendy explains how reviewing key numbers, marketing efforts, operations, and priorities can help you move from running on memory and mood to leading with clarity.

If you want to feel more in control of your shop and less overwhelmed by it, this episode outlines a simple habit that can shift how you lead your business: the monthly debrief.

Our Key Topics

• What a monthly business debrief is and why it matters

• The difference between rolling into the next month and intentionally closing one out

• Reviewing key performance indicators such as sales, profit, margin, inventory, and marketing metrics

• Evaluating marketing, events, and promotions to see what translated into revenue

• Looking at financial health through a profitability lens

• Using an operational checklist to assess team energy, customer feedback, and flow in the shop

• Identifying the "big rocks" that deserve focus next month

• Aligning monthly reflection with 90-day planning

• Moving from reactive decision-making to pattern recognition

Key Takeaways about the Monthly Debrief

1. A monthly debrief can be a simple 15 minute CEO activity that builds clarity over time.

We have a tendency to just keep rolling from one month to the next, but the truth is you don't need a ton of time to do a debrief. Take 15 minutes and do it.

1. Looking at patterns in pricing, marketing, and operations can help you identify and stop potential issues before they start.

What KPIs do you want to track? What metrics are important to you? (Sales, profit margin, average order value, foot traffic, etc.)

1. Sales alone do not equal success; profits and clarity matter more.

Where did your PROFITS come from this month? How can you replicate that in future months?

1. Measuring what you worked on shows whether your efforts actually translated into revenue and profits.

Which events worked? Which didn't? Did you advertise on a billboard or elsewhere? Did it bring in new customers? Did you send out weekly emails that brought new customers in?

1. Consistency over several months builds confidence and a greater sense of control.

You don't have to keep "remembering" month after month. You'll have it all on paper so you can refer back and begin making decisions based on the patterns the monthly debriefs reveal.

"Stop running your shop on just memory and mood." -Wendy Batten

If you have been moving from month to month without stopping, this is your invitation to pause, reflect, and give yourself that simple monthly date with your business.

Resources Mentioned and Related Episodes:

Profit Planning Masterclass: (free for Inner Circle members and Mastermind members) Go from not knowing the RIGHT numbers to easily finding more profit in your business using my simple "back of the napkin" training.

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Episode 263: Why CEO Time Isn't Optional in Your Retail Business Episode 197: The Monthly Debrief: A Simple Activity All Retail Shop Owners Should Be Doing

About your host, Wendy Batten

In case we haven't met…I'm Wendy Batten. I've been a small business owner, coach, and mentor for over 25 years. I help thoughtful, established entrepreneurs step into their role as CEO and build businesses that are profitable, meaningful, and supportive of the lives they want to live. My work blends real-world strategy with a life-first philosophy, shaped by lived experience, not theory. I've been there! Through honest conversations and practical insight, I invite you into bigger thinking about leadership, possibility, and how to build both business and life on purpose.

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All of Wendy's current programs and services for shop owners can be found HERE.

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