Can I use this for Q1, Q2, Q3, and Q4 reviews?

Yes, the skill automatically determines the preceding quarter based on the current date or your specific input to ensure you are reviewing the correct period.

What financial metrics does it track?

It tracks sales activity, gross revenue, fixed and variable costs, and provides an estimate of your revenue-per-hour and annual trajectory.

How does the skill connect to Notion?

The skill uses the Notion MCP tool to read your configuration from project files like CLAUDE.md and automatically saves the final review to your specified Logbook page.

Does it provide strategic advice?

Yes, the final section includes a Meta-Analysis where Claude identifies your single biggest constraint and suggests a specific strategic focus for the upcoming quarter.

Quarterly Business Review (PBQR)

Name: Quarterly Business Review (PBQR)
Author: Pitchlab

byPitchlab

•

Productivity & Workflow

Conducts interactive quarterly business reviews to transform performance reflections into strategic decisions and Notion-based growth logs.

The Quarterly Review skill is designed for founders and business owners using Claude Code to perform a deep-dive Personal Business Quarterly Review (PBQR). It guides users through an interactive workflow covering financial performance, lived experience, and strategic objectives, while integrating directly with Notion to fetch reference materials and save the final report. By forcing trajectory thinking and identifying systemic constraints, this skill ensures that every quarter ends with actionable decisions rather than just passive reflection.

Key Features

01Automated financial scoreboard and OKR-lite status tracking

022 GitHub stars

03Interactive PBQR workflow covering financials, goals, and well-being

04Bi-directional Notion integration for configuration and data logging

05AI-powered meta-analysis to identify the biggest business constraints

06Strategic synthesis with Start/Stop/Stay/Double-Down decisions

Use Cases

01Updating long-term OKRs and business assets based on quarterly outcomes

02Synthesizing founder well-being and energy levels into strategic shifts

03Assessing business performance at the end of a fiscal quarter

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add pitchlab/founder-support-system quarterly-review

For use in Claude.ai and ChatGPT

Download Skill