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sarah/reference/month-1-retrospective.md

Month 1 Retrospective Template

Date: July 31, 2026 (planned) Purpose: Capture what worked, what didn't, what to change. Repeat monthly. Use: Sarah fills this in on the 1st of every month for the previous month.

Month: [Month Year]
Total revenue (Gs): ___
Total orders: ___
New customers: ___
Repeat customers: ___
B2B buyers active: ___
Inventory on hand (per SKU): ___
Cash flow (positive / negative): ___

1. Sales breakdown

By SKU

SKU Units sold Revenue (Gs) Repeat?
Bitchie 20ml
XXX For Her 15ml
Wet Anal 75ml
(Other SKUs if any)

By channel

Channel Orders Revenue (Gs) AOV (Gs) Conversion %
WhatsApp (organic)
Instagram (organic)
B2B wholesale
Paid ads (if any)
Email (Brevo)

By customer segment

Segment Customers Revenue
New (first order)
Repeat (2nd order)
VIP (3+ orders)

2. Operational metrics

Order processing

Metric Target Actual Status
Avg response time (WA) <1h 🟢/🟡/🔴
Avg pack + ship time <24h
Stockouts 0
Wrong shipments 0
Returns <5%
Refunds <2%

Customer satisfaction

Metric Value
5-star reviews ___
4-star reviews ___
3-star reviews ___
Complaints received ___
NPS proxy (would recommend?) ___

3. Marketing metrics

Instagram

Metric Value vs last month
New followers
Avg engagement rate
Posts published
Stories published
Top performing post
Profile visits

WhatsApp

Metric Value
New conversations started
Avg messages per conversation
Conversion rate (msg → order)
Most common objection

Email (Brevo)

Metric Value
New subscribers
Open rate
Click rate
Unsubscribes
Channel Spend Reach CTR Conversions
Meta ads
TikTok ads

4. Financial metrics

P&L

Revenue (gross)        Gs ___________
Returns / refunds      Gs ___________ (___ orders)
Net revenue            Gs ___________

COGS (product)          Gs ___________
Freight                 Gs ___________
IVA import              Gs ___________
DINAVISA NSO amortized  Gs ___________
Packaging               Gs ___________
Courier (PY)            Gs ___________
Marketing               Gs ___________
Contador                Gs ___________
Despachante              Gs ___________
Buffer                  Gs ___________
Total costs             Gs ___________

NET PROFIT              Gs ___________
Margin %                ___________%

Cash flow

Starting cash:          Gs ___________
+ Revenue:               Gs ___________
- Costs:                 Gs ___________
+ New capital (if any):  Gs ___________
Ending cash:             Gs ___________

Forecast vs actual

Scenario Forecast (Gs) Actual (Gs) % Adjustment needed
Conservative
Recommended
Stretch

5. What worked

Top 3 wins

  1. [Win #1]: - What happened? - Why did it work? - How to replicate?

  2. [Win #2]

  3. [Win #3]

6. What didn't work

Top 3 issues

  1. [Issue #1]: - What happened? - Why didn't it work? - How to fix?

  2. [Issue #2]

  3. [Issue #3]

7. Customer voice

Best customer feedback this month

"[Quote from real customer]"

Action: [What to do with this feedback]

Worst customer feedback

"[Quote]"

Action: [How to fix / prevent]

Most common customer question

"[Most asked question]"

Action: [Add to FAQ, improve onboarding, etc.]

8. Lessons learned

What to KEEP doing

What to STOP doing

What to START doing

9. Decisions made this month

Date Decision Why Status
✅/🟡/🔴

10. Next month priorities

Top 5

  1. [Priority 1]
  2. [Priority 2]
  3. [Priority 3]
  4. [Priority 4]
  5. [Priority 5]

Specific actions

11. Risk check

Risk (from risk-register.md) Status this month Action needed
DINAVISA inspection
Customs seizure
IG shadowban
Mercado Pago blocked
Sarah burnout
Sarah cash flow crisis
Competitor price match

12. Health check (Sarah's own)

How am I doing? (subjective, 1-10)

Dimension Score Note
Sleep /10
Energy /10
Time management /10
Customer satisfaction /10
Business momentum /10
Average /10

Action: If average <6/10, consider hiring part-time help (Month 2+).

Hours per week spent on Enki

Activity Hours/week
WhatsApp conversations
Pack + ship
IG content
Email
B2B outreach
Bookkeeping
Other
Total

Action: If >25 hours/week and revenue <Gs 5M/month → unsustainable, need help.

13. Sarah's reflections

What surprised me most this month?

[Free response]

What would I do differently?

[Free response]

What's working that I want to amplify?

[Free response]

What's the biggest risk I see in Month 2?

[Free response]

What do I need help with?

[Free response - triggers Erebus/Escalation]

After filling this in

Last updated: June 26, 2026 — Session 13 Companion: 03_LAUNCH/90-day-kpi-dashboard.md