Anna Maria Locke

How to do a monthly audit for your life coaching business

2023Anna Locke

Happy February! It’s a new month and on my to-do list is to review January and take an objective look at how the month went for my life, business, and goals.

It’s usually more exciting and fun to look forward and set new goals and plans, but it’s vital to reflect before we launch forward so we can learn from what didn’t work, continue what’s working, and make tweaks and adjustments as necessary!

So if you haven’t already, join me for a monthly life and biz audit.

It’s never too late to do this if you’re finding this post mid-month. And obviously you can use this process for any and every month of the year. Consistency and scheduling it into your work flow is where you’ll see the most impact.

This process can be used for any small business, but I’m personally coming from a life coaching perspective!

Because your life is a key factor in how you show up in your business, we aren’t just going to look at the numbers but also reflect on the big picture of how you’re feeling, managing your energy, and balancing your priorities.

The key for any kind of personal review process is to do your best to keep your emotions out of it! Put on your official CEO hat and pretend you’re looking at someone else’s work if you need to. If you feel yourself sinking into judgment, self criticism, any kind of wonky emotional funk, take a step back and get yourself into a higher energy state before returning to the process.

This is objective, not personal.

This is objective, not personal.

This is objective, not personal.

The whole point is to get curious and treat your work like one big beautiful messy creative experiment.

As they say in Sesame Street, “I wonder? What if? Let’s try!”


Monthly Life and Biz Review Process


  • Look at your previous month’s content. This includes social media posts, videos, newsletters, blogs, anywhere you showed up and shared online. What did well, and what didn’t according to engagement, open rates, etc? How can you tweak what you’re doing to do more of what’s working?

  • What do you want to share more of? What would feel really good, fun, natural, and exciting?

  • What area/s of life do you want to spend more time in?

  • What are your TOP 3 priorities for the upcoming month for life, business, and yourself?

  • What was your favorite thing about the past month? What didn’t go so well?

  • How can you make yourself more visible and get in front of more of your ideal audience?

  • What are some achievable and inspiring goal ideas for the month ahead?

Tip to add some magic and spice:

Set a “theme” for your monthly goals. For example, my theme for January was getting back into a groove with my daily and weekly routines, and my theme for February is going to focus on self love and the things that make me happy.

If you want some help and support in crafting your goals and living into your vision and desires for your life and business, I’d love to connect with you!

Click here to book a free 30 minute Mini Glow Up session, where we’ll chat about where you’re at and where you want to be, and I’ll help you walk away with one action step or aha moment.

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