Leonor Herrera Β· Business Coach
The Monthly
Review
Review
Your CEO Day companion β reflect, realign, and move forward with purpose.
May 2026
Welcome
Hello, CEO.
You've taken the first step by showing up. Now let's make this month intentional, profitable, and aligned.
How to use this review
Set aside 30β45 minutes at the start of each month or on your CEO day. Light a candle, grab your favorite drink, and treat this as a gift to yourself.
Your answers save automatically as you type. At the end you'll get a full summary to reference all month long.
Designed for coaches, consultants, and service-based women founders ready to run a business with strategy and soul.
β¦ Run a business with strategy & soul
β¦ Feel clear and confident in your goals
β¦ Make more money doing work you love
β¦ Stay focused without the hustle
β¦ Reconnect with your mission each month
Section 01 of 08
Monthly Reflections
This is your moment to pause, zoom out, and honor your growth β big and small.
Think beyond outcomes. What did you do, say, or choose that made you feel aligned with your vision?
These are clues to your most aligned strategies.
This isn't about judgment β it's about learning what's not working for you.
From wins, challenges, or patterns?
Simple. Strategic. Soul-aligned.
Section 02 of 08
Alignment Check-In
Clarity creates momentum. Let's make sure what you're doing daily is actually supporting where you want to go.
Think: visibility, income, structure, ease, family time, creativityβ¦
Celebrate what's working and how it's serving you.
These are clues for what needs to shift.
Often, this is the real needle-mover.
Your Recalibration Statement
This month, I choose to focus on
because it brings me closer to
.
Section 03 of 08
Energy & Focus
Your time is limited β but your energy is renewable. When your energy is aligned, your strategy flows better too.
If your energy was your greatest asset this month β how would you treat it? Let that be your answer.
Section 04 of 08
Income & Offer Focus
Money follows clarity β so let's get clear. You don't need to do everything, just the right things.
Review
Refocus
Bonus tip: Pick one main offer to lead with β this creates more traction and less confusion for your audience and your brain.
Section 05 of 08
Visibility & Connection
You don't need to be everywhere β you need to be consistent, clear, and connected where it counts.
Reflect
Plan
e.g. LinkedIn, email list, networking, podcastsβ¦
Reminder: Visibility is not just about content β it's about conversations, connections, and showing up with purpose.
Section 06 of 08
Personal Wellbeing
You are the most important asset in your business. When you protect your energy, you protect your vision.
Reflect
Plan
You don't have to hustle harder to succeed. You need clarity, strategy, and a nourished mind and body.
Section 07 of 08
Mindset Check-In
Your mindset shapes how you lead, show up, and make decisions. Let's realign your thoughts with your next level.
Reflect
Reframe
e.g. "I have to do everything perfectly" β "Progress is more powerful than perfection."
Anchor
Write it on a sticky note. Set it as your phone wallpaper. Repeat it often.
Section 08 of 08
Your Aligned Action Plan
You've reflected, reviewed, and realigned β now it's time to turn clarity into focused action.
Business Snapshot
Total Revenue
Total Expenses
Profit
Discovery Calls
Clients Enrolled
Email Subscribers
My Top 3 Goals This Month
1
2
3
My Must-Do Actions
1
2
3
e.g. visibility, launching, nurturing leads, clarity, confidenceβ¦
Where do you need help, guidance, or accountability?
Your Review is Complete
Well done, CEO.
Here's your summary for the month. Screenshot it, print it, or come back to it anytime.
Ready to take this further?
Book a free strategy call and let's build a simple, powerful plan that fits your goals and your life.
Book your free strategy callStay powerful,
Leonor π
Leonor π
