🔁 Quarterly Review: How to Reflect on Q1 and Set Q2 for more Growth (Expert insights from Chpter 😉)
Time flies when you’re building a business, right? 🚀
Before Q2 gets too busy, take a moment to pause, reflect, and reset.
Whether you run a fashion brand, beauty business, Furniture & home décor, digital services, or anything in between, quarterly reviews help you grow with intention.
Here’s your simple guide to review Q1, plan for Q2, and how Chpter can support your journey.
Step 1: Reflect on Q1 — The Good, the Gaps, the Growth
Before planning ahead, it’s important to look back and understand what worked and what didn’t.
Take 30 minutes to ask yourself:
- What were your top 3 wins?
Maybe you finally launched a new product, got featured by an influencer, or hit your sales target for January. - What slowed you down or cost you money?
Was it poor stock management? Missed customer messages? Low engagement on certain platforms? Delivery delays? - How many new customers did you gain — and from where?
Compare this to repeat customers. Are people coming back, or dropping off after one purchase? - Which channel brought in the most leads?
Instagram DMs? Click-to-WhatsApp ads? Word of mouth? Website traffic? - How did your WhatsApp campaigns perform?
Use Chpter’s dashboard to track open rates, click rates, and conversions.
Look at both the numbers and the narrative. It’s not just what worked , it’s why it worked (or didn’t).
Use Chpter insights to pull performance data and customer growth trends.
Step 2: Plan for Q2 — Clear Goals, Clear Action
Now that you’ve reflected, let’s map out a Q2 game plan:
- Revenue Goal:
Set a realistic target — maybe a 15–30% increase. What will drive this? More campaigns? Higher order value? Better retention? - Customer Growth:
Set a target for how many new customers you want. Think about how you’ll get them, Click-to-WhatsApp ads, lead magnets, referrals, or promotions.. - Campaigns to Launch:
Identify key dates coming up, Mother’s Day, Easter holiday, school holidays, etc. Plan your offers, timing, and channels. - Lead Generation:
Are you using ads, Instagram content, or website forms? Link everything to Chpter to capture and manage leads seamlessly. - Automation Goals:
What can you stop doing manually? Set up automation for welcome messages, FAQs, cart recovery, and follow-ups using Chpter AI.
🧠 Connect the dots:
More leads → more campaigns → more conversions → higher revenue.
Step 3: Use Chpter to Power Your Q2 Growth
Let’s make this practical. Here’s how Chpter can support you every step of the way:
Run Targeted Campaigns
Send offers, reminders, and product drops alerts via WhatsApp from a simple, unified dashboard.
Turn Clicks into Chats
Use Click-to-WhatsApp Ads to attract leads and connect them straight to Chpter’s inbox — respond, follow up, and close sales without delay.
Automate & Recover Lost Sales
Missed messages? No problem. Let Chpter’s AI co-pilot reply to FAQs, recover abandoned carts, and re-engage customers even while you sleep.
Powerful Lead Generation
Capture leads from ads or organic traffic. Segment your audience, run personalized campaigns, and manage contacts in seconds.
Instagram AI (Coming Soon!)
Get ready to manage Instagram DMs, bookings, and product queries with automation — all from your Chpter dashboard.
Stay in Control
Track payments, campaign performance, and credit usage in real-time. You’ll even get low-balance alerts to avoid surprises.
FREE TEMPLATE: Quarterly Review Sheet
Here’s a quick worksheet to help you reflect + plan:
Q1 Review
Revenue: __________
Top-performing product/service: __________
New customers: __________
Most successful campaign: __________
Key lessons learned: __________
Q2 Plan
Revenue goal: __________
Upcoming campaigns: __________
Focus channels: WhatsApp / Instagram
Chpter tools to activate:
☑️ AI Automation
☑️ Click-to-WhatsApp Ads
☑️ WhatsApp checkout
☑️ Lead Segmentation
☑️ Instagram(coming soon)
Automation goals: __________
Ready to take Q2 by storm?
We’re here to help you hit those goals with less stress and more impact.
Book a free strategy session: https://calendly.com/hello-chpter/chpter-masterclass-kenya
Let’s grow,
Team Chpter 💚
