This template is designed to help you conduct focused and productive quarterly planning sessions for your fitness studio. It guides you through reviewing key metrics, celebrating wins, setting actionable goals, and optimising systems.

1. Previous Quarter Review

Wins & Highlights

• What went well last quarter? (e.g., member sign-ups, successful events, revenue milestones)

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• Specific successes to celebrate?

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Lessons Learned

• What challenges did we face, and how can we overcome them moving forward?

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• Were there gaps in execution or unexpected obstacles?

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Key Metrics Review

• Leads Generated:
• Appointments Booked:
• Appointments Sat:
• Front-End Sales Made:
• Members Retained:
• Total Members Churned: