Track Your Goals, Streamline Your Operations, Boost Productivity, and Manage your Clients in One Single Place
Your Planner will include
134 pages in Total
All tabs are clickable
Fillable space to write
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
What's Inside the Planner
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
For Who is The Service Based Business Digital Planner?
Service Entrepreneurs
Ideal for passionate service-based entrepreneurs looking to streamline their operations, amplify their online presence, and drive business success with strategic planning and effective client management.
Small Business Owners
Tailored for small business owners in diverse service industries, offering valuable tools and resources to enhance goal-setting, client interactions, and overall business performance, all in one convenient digital planner.
Aspiring Service Professionals
Perfect for aspiring service professionals seeking comprehensive guidance and support in building a strong foundation for their service-based businesses, from effective goal tracking to optimized client communication and task management.
Hey there! I'm Veronica, your go-to partner for all things service business. Why? Because I've been right where you are – navigating the highs and lows of service-based ventures, searching for that spark of inspiration, and trying to keep my head above the paperwork flood.
Now, let me spill the beans about The Service-Based Business Digital Planner. It's not just a collection of trackers; it's my way of simplifying your journey. I get it – the need for something easy to fill out and even easier to access. That's what this planner is all about.
The Client Hub: Your Time-Saving Sidekick
Picture this: Your entire service business world neatly organized and accessible with a simple click. No more rummaging through papers or battling scattered notes. It's all about the Client Hub, your productivity powerhouse.
In the chaos of running a service business, time is gold. The Client Hub is designed to save you time, energy, and headaches. From client details to your monthly goals, it's all here, in one focused space.
Let's make your journey smoother together. Dive into The Service-Based Business Digital Planner and let's conquer the service business world, one organized click at a time!
BONUS Training
Discover how to captivate your audience without compromising your authenticity and Master the 3 core ingredients every scalable entrepreneur needs to go from invisible to unstoppable on social media.
17.50Є
Refunds
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 at [email protected]
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