👋 Welcome back to Bite Sized Bots!
If your “monthly review” usually means opening six tabs, scanning numbers, and closing everything because it’s too much — this one’s for you.
You don’t need more dashboards. You need a 15-minute check-in that tells you what changed, what worked, and what deserves your focus next month.
That’s what an AI-powered business review does: it turns your messy data into a plain-English story — and helps you make faster, smarter decisions.
Inside the Issue
The 3 questions that make data meaningful
Quick tool choices (use what you already have)
What kinds of data AI can analyze for you
How to keep your review habit simple and repeatable
🎥 See It in Action: 15 Minutes, Two Real Businesses
Before we get to the prompts, watch how this works in real life.
In this week’s video, I walk through two examples:
Cozy & Co. — using AI to spot trends in client reviews
BrightCart — using AI to find what’s really driving sales
You’ll see exactly how the prompts turn data into clear next steps.
👉 AI Analytics for Small Business (15-Minute Review)
🔍 The 3-Question Framework
Your AI isn’t just a calculator — it’s a translator for your business patterns.
Ask smarter questions, and you’ll get insights you can actually use.
1. What changed from last month — and why might it matter?
Purpose:
Spot meaningful shifts and connect them to possible causes.
Prompt to copy and use:
You are a business analyst for a small service business.
Compare my data from [Month 1] and [Month 2].
Identify 3–5 significant changes in performance (sales, leads, engagement, or revenue).
For each, explain what likely caused the shift — for example, seasonality, pricing, content, or customer behavior.
End with a short list of 2 areas that deserve a closer look next month.
Keep your answer under 250 words and focus on what actually affects decisions.
💡 This prompt builds narrative, not noise — perfect for monthly reviews.
2. What performed better than expected — and how can I build on it?
Purpose:
Highlight strengths and uncover what’s working, so you can do more of it.
Prompt to copy and use:
You are a marketing and operations analyst for a solo business owner.
Review this dataset and identify 3–5 products, services, or channels that outperformed expectations compared to the past 3 months.
Explain what factors (timing, audience, content type, pricing, etc.) might have contributed to those results.
Suggest 2–3 practical ways I could build on these strengths next month — assuming I have limited time and budget.
Give the answer as bullet points I can use for planning.
💡 This prompt helps AI think like a partner who spots momentum, not just patterns.
3. Based on these patterns, what should I focus on next month?
Purpose:
Turn insights into focus — one or two priorities that matter most.
Prompt to copy and use:
You are a strategy advisor helping a small business owner plan next month.
Based on this performance data, identify the top 1–2 priorities I should focus on in the next 30 days.
Explain why these priorities matter, how they could improve my business results, and what simple step I can take to start.
Assume I have 5–10 hours available next month for improvements.
Keep your answer clear, encouraging, and under 200 words.
💡 This turns “numbers” into next steps — practical, grounded, and confidence-building.
🧭 How to Use These Prompts
Copy one prompt into your AI chat.
Upload or describe your data (e.g., “My October sales report” or “This spreadsheet”).
Read the AI’s response and ask one follow-up:
❝“Which of these insights would have the biggest impact if I act on it first?”
What You Can Analyze with AI
You don’t need a perfect spreadsheet or fancy CRM — just the data you already have.
Here are a few examples AI can help summarize or interpret:
Client feedback & reviews: “What themes show up most often in customer comments?”
Website & social traffic: “What content drove the most traffic last month?”
Lead or inquiry tracking: “Which channel brought in the most qualified leads?”
E-commerce or sales data: “Which products or services are trending up or down?”
Campaign or email performance: “Which campaign had the highest engagement and why?”
Start with one dataset. Ask the three questions.
The goal isn’t more data; it’s better decisions. AI just helps you get there faster.
Quick Reference: Find the Right Tool for Your Data
You don’t need new software or a fancy dashboard.
Pick the tool that fits where your info already lives — and start there.
If your data lives in exported files (CSV or Excel)
Best tool: ChatGPT Plus or Claude
Why it fits: Both read spreadsheets and spot patterns fast.
ChatGPT auto-creates visuals; Claude is great if you also paste notes or comments.
Access: ChatGPT Plus $20/mo · Claude Free or $20/mo
If your data lives in Google Sheets
Best tool: Gemini
Why it fits: Works directly inside Sheets — no uploading required.
Ideal if your numbers update automatically.
Access: Free (basic) · Gemini Advanced $19.99/mo
If your data is spread across notes, emails, or CRMs
Best tool: Claude
Why it fits: Excels at connecting dots across text + numbers.
Perfect for seeing “the story behind the stats.”
Access: Free or $20/mo
Quick picks:
Most visual & beginner-friendly: ChatGPT Plus
Best free option: Claude
Already in Google Workspace: Gemini
Pro Tips & Watch-Outs
Pro Tips
✅ Build a simple Monthly Snapshot — same 3–5 metrics every month.
✅ After each AI summary, add one line: “So what does this mean for me?”
✅ Save every month’s chat — it becomes your personal growth log.
Watch-Outs
⚠️ Anonymize client names (use “Client A”).
⚠️ Skip sensitive financials — AI doesn’t need every number.
⚠️ Remember: AI finds insights; you provide direction.
Before You Go
AI can help you understand your numbers faster — but the real progress comes from doing it regularly.
Make this your Monday morning system: 15 minutes, three questions, one next step.
Until next time — keep it human, keep it simple.