Track Your Goals, Streamline Your Operations, Boost Productivity, and Manage your Clients in One Single Place
What you'll get:
134 pages in Total Welcome section, How the Planner works, Yearly goals ( 7 pages), Quarterly Goals, (4 pages) Monthly Planner ( 10 months), Weekly Planner ( 40 weeks), Client Hub ( 16 Client Profiles) and Resource Section
HOW TO SECTION
- 8 PAGES IN TOTAL
- GET TO KNOW YOURSELF & YOUR BUSINESS: Strategies for Boosting Organization and Productivity, Understanding Procrastination & Boosting Productivity, Reflecting on Habits and Setting Goals, Goal Setting for New Habits, Emphasizing the Importance of Understanding Your Niche and Lead Generation, Effective Lead Generation Strategies.
YEARLY PLANNING
- 7 PAGES IN TOTAL
- YEARLY GOAL SETTING MINDSET: Clarify Your Business Direction, Define Your Business Impact.
- YEARLY GOALS
QUARTERLY PLANNING
- 4 QUARTERLY PLANNING IN TOTAL
- Focus Areas: Business Growth Objectives, Client Acquisition Strategy, Service Improvement Initiatives.
- Key Progress Indicators: Financial Milestones, Client Conversion Rates, Service Quality Ratings
MONTHLY PLANNING
- 10 MONTHS IN TOTAL
- MONTHLY GOALS: Professional goals, Financial goals, content creation goals, social media goals, client goals, habits goals, lead generation goals, Personal Growth goals
- MONTHLY FINANCIAL OVERVIEW: income, client payments, financial goals, expenses, bank account balances, overall expenses
- Monthly to-do list
WEEKLY PLANNING
- 40 WEEKS IN TOTAL
- Weekly Planning Cover with 40 weeks that take you directly where you want to go.
- Each week has 20 motivational quotes and 20 prompts for inspiration.
- Monday through Sunday days of the week with Fillable space to write.
- SECTIONS ON: List of habits to track for the week, Key Weekly Tasks & Client Work, social media planning
CLIENT HUB
- 16 CLIENT PROFILES IN TOTAL
- Client Cover - Fillable space to write your client name and access their section.
- CLIENT SECTIONS: Client information, Client name, Contact information, Next follow up date, other notes.
- CURRENT PROJECTS AND TASKS: Project, Goal, Tasks
- COMMUNICATION LOG
- FEEDBACK AND TESTIMONIALS
- 1 Extra page for notes
PLUS:
Our Resource Section of tools and digital products & when you Invest in this Planner you'll get Access to our "How to Bring Out The Visible Entrepreneur" 4 part Audio Training.
REFUNDS & RETURN POLICY
We don’t offer refunds & returns on our products, since all our products are digital downloads.
All digital products are non-refundable since there is no way a buyer can guarantee the return of the product after refund.
If you have any questions, please feel free to contact us