Business planning, client onboarding, email follow-up, product creation… if your business needs it, I have a planner for it!

Showing 1–12 of 21 results

30 Day Business Planner and Checklist

$19.00 $15.00
Did you know that there are clear signs that a business routine isn’t working? If even one of those signs apply to you, you need this workbook stat. Simply fill in the blanks and you can use this 30 Day Business Planning Workbook and Checklist to help get yourself and your business on the right track!

5-Step Marketing Plan for the Heart-Centered Entrepreneur

Your marketing plan is a roadmap for one of the key components of your business – marketing. You want to share your wisdom in a way that feels good. WhenRead More

Cash Calendar: 12 Month Marketing and Profit Plan

Let me ask you… Do you have a marketing plan for the next 12 months? Do you know what products and services you’ll offer and when? Are you already earning as much income as you’d like? If you answered “yes” to all of these questions, then this probably isn’t for you. But if you answered “no” to any of them,...

Client Onboarding Planner

Preparing a thorough client onboarding system will save you time, money, and a bit of your sanity because any system resolves a problem and, in this case, that problem is getting all the client info you need, tracking all that paperwork, plus making them feel welcome. Always wondering if you sent out the more updated forms or not having a...

Create Your Rock Star Media Kit in a Weekend

$19.00 $9.00
You and I both know how great you are, but how are you showing that to your audience? Do members of the media who need quotes or interviews with experts know about you or how to reach you? If you shrugged your shoulders to either of these questions, then it’s time to create a rock star media kit. This planner...

Design & Plan Your Client-Attracting Website

Got a website? Of course you do. Every savvy, successful online business owner knows that without an online presence, you’ll be hard pressed to grow a profitable business. The question is, does your website do its job? Is it presenting the best “first impression” of you and your brand? Does it confidently proclaim your expertise? Do visitors instantly know what...

Email Follow-Up Planner – Turn Your Leads into Customers in 7 Days

Lost opportunities. That's what happens when you don't follow up! And sometimes just one email won't cut it. This planner will help you craft an effective follow up email sequence that actually accomplishes your end goal!

LinkedIn Planner

It might just be the most valuable, least talked about—and let’s face it, underused—social network available to you. We’re talking about LinkedIn, of course, and if you’re not using it to find new coaching clients, you’re missing out. Since 2003, LinkedIn has been bringing business owners and employees together in a way that’s simply not possible with traditional networking. By...

Map Out Your Social Media Content in a Weekend Planner

If you took a poll of solopreneurs what the hardest part about marketing their business on social media was, what do you think they'd say? We bet it would be around posting content that attracts the right people, what to post, what types of content to share, and how to come up with ideas. This planner walks you step by...

Market Your Business Like a Pro at Conferences and Live Events Planner

Are you comfortable sitting behind your computer and marketing your business on social media or by using Facebook ads? You’re doing all the behind the scenes marketing work, right? Like blog posts, email marketing, creating your own marketing graphics, recording videos, and connecting on social media. Would you believe that you’re missing out on a HUGE marketing avenue? Planner will...

Outsourcing Planner

Do you find outsourcing a huge challenge? Maybe you've had a bad experience that makes you afraid to try again. Maybe you find the whole process time-consuming and you are wasting precious time training and onboarding people. Maybe you simply don't know where to start because you are overwhelmed and, frankly, a little afraid after hearing all those horror stories.

Passive Income Planner

It might just be the number one complaint of coaches and service providers: trading time for money.  Ask any successful entrepreneur, and they’ll tell you that the key to building a sustainable business that doesn’t burn you out lies in the ability to leverage your time by creating passive, recurring income. This Passive Income Planner will help you brainstorm and...