Time Required: Approx. 60–120 minutes. ⏳ It's recommended to complete in one session, your progress is saved automatically and you can come back later if needed.

This form is an opportunity for you to pause, reflect, and assess the progress you’ve made in your business and personal growth over the last 12 months.

Together, we’ll celebrate your wins, identify areas for improvement, and set the foundation for an even stronger year ahead.

Take your time to answer each question thoughtfully—this is about gaining clarity, acknowledging how far you’ve come, and identifying the support and strategies you need to keep moving forward.

This process is designed to empower you with insight, motivation, and a clear path for continued success. You will receive a summary by email after completion.

This is a judgment-free space to reflect on your journey. Honest answers will give you the most valuable insights.

Section 1: Reflecting on the Past Year

#1 — Accomplishments & Wins:

What are you most proud of yourself for this past year?

What were your biggest personal and professional wins?

Is there a specific moment or achievement that felt the most meaningful to you?

#2 — Shifts & Transformations:

What provided the biggest shift for you personally?

What provided the biggest shift for your business?

How did your mindset evolve over the last year?

#3 — Lessons Learned:

What was the most important lesson you learned this year?

Was there a failure or setback that ended up teaching you something valuable?

Section 2: Assessing Your Business

#4 — Overall Assessment:

How do you feel about your business overall? (Rate on a scale of 1-10, with 1 being "extremely dissatisfied" and 10 being "completely satisfied.")

Why did you give it this rating?

#5 — Strengths & Opportunities:

What are the strongest areas of your business right now?

What areas of your business need the most improvement or support?

#6 — Awareness & Clarity:

Do you feel like you have an accurate assessment of where your business stands? Why or why not?

Are there any blind spots you suspect might be holding you back?

Section 3: Self-Reflection

#7 — Where You're Holding Back:

Where do you feel like you're holding back the most? Why?

Are there areas of your business or personal growth that you’ve been avoiding? Why?

#8 — Mindset & Motivation:

How would you describe your mindset over the last year?

What’s one belief or mindset shift that has helped you grow the most?

What’s one belief or mindset you think is still limiting you?

Section 4: Planning for the Year Ahead

#9 — Support & Resources:

Where do you need the most support in the coming year?

How are you planning to get that support (e.g., resources, mentorship, education, collaboration)?

#10 — Goals & Challenges:

What is the biggest challenge you anticipate with your business in the next 6 months?

What are the 3 most important goals you want to achieve in the next year?

#11 — Action Plan:

What’s one thing you can commit to doing this month to move closer to your goals?

Are there any systems, habits, or routines you need to put in place to help you succeed?

Section 6: Motivation & Vision

#14 — Vision for the Future:

If you could wave a magic wand, where would you like your business to be in one year?

How do you want to feel about your business and life one year from now?

#15 — Personal Motivation:

What’s your “why” for continuing to grow your business?

Is there someone (or something) inspiring you to push forward right now?

What’s one immediate action you’ll take this week based on what you’ve reflected on here?

Thank you for taking the time to reflect so deeply on your journey. It’s been an honor to support you, and I’m excited to help you build on these insights to make the coming year even more impactful. Here’s to your continued growth and success!

Disclaimer: We may share general details about your wins and successes from your group participation in our marketing. This will be shared with your first name and last initial.

The Float Practice Business Year In Review