Quarterly goals reminder on WhatsApp

Updated .

A quarterly goals reminder on WhatsApp is a message at the start of each quarter to set goals, and a few more to check in before it's too late. With Mindie you set it once: "every 3 months starting January 2 at 9am remind me to set my quarterly goals". It comes back every quarter.

Goals set in January are often forgotten by February. Not because they were wrong, but because nobody looked at them again until the quarter was over.

Mindie

on WhatsApp

  • Every quarter

    Every 3 months starting January 2 at 9am remind me to set my quarterly goals
  • Mid-quarter check-in

    Remind me on February 14 at 4pm to check progress on my Q1 goals
  • Track a goal

    New goal: sign 6 new clients by March 31
Tap send to try one on WhatsApp, no sign-up needed.

When to be reminded

  • The first workday of the quarter, to set three to five goals.
  • Halfway through, to check progress and adjust while there's still time.
  • Two weeks before the end, to push on what's close and review what didn't work.

Why goals drift

  • They live in a doc nobody opens. Out of sight, out of mind.
  • No mid-point check. By the time you look, it's too late to change course.
  • Too many goals. Ten priorities means none.

Habits that help

  • Keep the list short. Three goals you check often beat ten you never see.
  • Make them countable. "Sign 6 new clients" is easier to track than "grow sales".
  • Update progress when it happens. One message each time you move a goal forward.

How Mindie handles it

  1. Send your quarterly reminder and add each goal with a target.
  2. Mindie confirms the schedule and saves the goals.
  3. It reminds you on each date, and tells you where each goal stands when you ask.

Turn on the weekly recap for a Sunday summary of what you've done and what's still open.

What Mindie doesn't do

  • It doesn't set goals for you. It reminds and tracks.
  • It doesn't connect to project or OKR tools beyond the calendar and Notion sync.
  • It only messages you, not your team.

Questions

Can Mindie track progress on a goal?

Yes. Set a goal with a target and update it as you go, like "signed 2 more clients". Ask for your progress any time.

Can it remind me every quarter?

Yes. Send "every 3 months remind me to set my quarterly goals" and it repeats on that schedule.

Can I sync my goals to Notion?

Mindie syncs with Notion, so you can keep your notes and tasks there as well as in WhatsApp.

Can I set a weekly check on a goal?

Yes. Set a weekly reminder to review progress, like Friday at 4pm, and update the goal in the same chat.

Can I set a reminder to plan next quarter?

Yes. Set one for the last week of each quarter, so you've got time to write your next goals.

This page explains how to set the reminder with Mindie. It isn't financial, legal or medical advice; check dates and doses with the people who set them. Checked on 31 October 2026.

TopicsWorkquarterly goals reminderquarterly planning reminderOKR check-in reminder

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