Give Feedback
Review your last three vendor payments—highlight one cost you could renegotiate.
List active subscriptions—cancel or reduce one not driving retail value.
Create a basic cash flow forecast for the next 30 days—include key inflows and costs.
Set a weekly reminder to review cash flow or sales pipeline—even for five minutes.
Move 10% of this week’s discretionary budget to the highest-impact sales idea.
Set a reserve target for this quarter—note how much you want kept as backup.
When did you make your best buying decision—what mindset or process guided you?
When has a cash squeeze forced you to innovate—what did you learn from it?
What’s one expense you rationalize emotionally—does it truly give value?
Recall when delayed funding caused issues—was it planning or communication?
Are you clearer on costs than returns—or the reverse? How does that shape choices?
What’s your usual response to sudden financial risk—freeze, cut, or reframe?
Categorize all spending into must-have, nice-to-have, and waste—act on one today.
Create a one-page budget summary to share with staff—build alignment and trust.
Ask someone with finance skills to review your recent plan for blind spots.
Build a scenario plan: What if revenue drops by 25%—what gets cut first?
Run a “value for money” test on each big expense—does ROI justify cost?
Track every expense for seven days—even small ones—and look for surprises.
Ask your bookkeeper: “Which part of our spending do you worry about most?”
Share your monthly budget draft with a peer—ask what’s missing or unclear to them.
Ask an investor or advisor: “Where are we overspending—or underinvesting?”
Share your expense plan with a staff member—can they clearly explain it back?
Ask your team: “What’s one thing we spend money on that feels misaligned with priorities?”
Run a quick staff survey: “If you could reallocate 10% of spend, where would it go?”
Reframe budgeting from “cutting limits” to “funding what drives loyalty and growth.”
Shift from “we can’t afford it” to “how could we fund it if it matters?”
Instead of cutting everything, ask “what must we protect with this spend?”
Recast financial risk as a data point—what trend should you investigate further?
Replace “we always spend here” with “does this still serve top priorities?”
Reframe finance talks from fear to clarity—what data helps smart choices?
Notice where budgets regularly overshoot—what patterns or habits cause it?
Track approval bottlenecks—does money move when and where it should?
Watch how your team reacts in budget talks—who avoids, who engages, who leads?
Monitor how funding levels shape staff morale—what signals show up?
Check if staff know budget limits—does uncertainty cause waste or hesitation?
Review past funding requests—what influenced approvals beyond the numbers?
