Boss+Business+Planner Compressed Compressed-1-150

B O S S
boss planner
PLANNER
FOR CREATIVE ENTREPRENEURS
T I M E B U S I N E S S F R E E D O M . C O M
ALL RIGHTS RESERVED. No part of this planner may be
reproduced or transmitted in any form whatsoever, electronic, or
mechanical, including photocopying, recording, or by any
informational storage or retrieval system without express
written, dated and signed permission from the author.
DISCLAIMER AND/OR LEGAL NOTICES: The information

presented herein represents the views of the authors as of the
date of publication. Because of the rate with which conditions
change, the authors reserve the right to alter and update their
opinions based on the new conditions. The report is for
information purposes only. While every attempt has been made
to verify the information provided in this planner book, neither
the authors nor his affiliates/partners assume any responsibility
for errors, inaccuracies or omissions. Any slights of people or
organizations are unintentional. If advice concerning legal or
related matters is needed, the services of a fully qualified
professional should be sought. This report is not intended for use
as a source of legal or accounting advice. You should be aware of
any laws which govern business transactions or other business
practices in your country and state. Any reference to any person
or business whether living or dead is purely coincidental.
TIMEBUSINESSFREEDOM.COM COPYRIGHT © MELISSA INGOLD

HOW TO PRINT YOUR PLANNER SHEETS
First, I’m going to assume you prefer a 2-page layout that you plan to 3-hole
punch in a binder like below.

FOR DUPLEX PRINTERS
Print this as a 2-sided document. You will need a printer that has the ability to
duplex print, meaning that it can automatically print on each side in sequential
order. This means page one [the cover] will be on the front and page 2 [this page
before the one you’re reading right now] will be on the back.
FOR SINGLE-SIDE ONLY PRINTERS
Print only odd-numbered pages: 1, 3, 5, 7, etc. Re-feed these originals into your
printer blank page cartridge holder with the pages usually facing down and
upside down but check your printer to be sure as it varies. And then print the
even-numbered pages: 2, 4, 6, 8.

THIS YEAR, THE THEME I'M GOING TO LIVE AND WORK BY IS...
Choose a theme word or phrase to help you reframe your actions, goals, dreams
and attitude. Some examples are: surrender, balance, joy, focus, trust, patience,
peace, grace, love, healthy, courage, grateful, growth, release, etc.
Use the space below to write down your theme word, and the different ways that
you will incorporate into your business and life.
My word is...

THIS YEAR, I WANT TO...
List out your revenue goals, the amazing trips you plan to take, the incredible
network of friends you want to curate, the features of the dream house you want
to purchase, the hours you want to work, the hobbies you want to pick up, and
how you will take care of yourself.

I help [ideal client] to [client objective] by [what I do] so that they can [client
benefit].
IDEAL CLIENT BUSINESS MODEL
AVATAR

MAJOR COMPETITORS CORE VALUES
MISSION STATEMENT
SWOT ANALYSIS

How I imagine my business will be...
ANNUAL REVENUE TEAM/STAFF
KEY ACTIVITIES

CORE COMPETENCIES
KEY RESOURCES
KEY PARTNERS

MINI BUSINESS PLAN
Answer each question in one or two sentences.
OVERVIEW
What 1-3 things do your clients struggle with the most? Could they be something
that you develop products and services around?
What new digital products and programs will you create and sell this year to
diversify your offerings and create additional revenue streams?
What new or improved 1:1 services or coaching programs will you offer this year?

MINI BUSINESS PLAN
CHA-CHING
What will your pricing structure look like this year for all your various offerings?
Will you be raising your prices?
Who will buy your offerings? Will you be serving the exact same market, or will
you shift towards a new ideal client?
How will you get paid? Will you need to invest in a robust shopping cart system?
Is it time for a merchant account?

MINI BUSINESS PLAN
SMART HUSTLING
How will your customers learn about your business? Will you invest in Facebook
Ads? Speak at events? JV with others?
How will you encourage more repeat buyers so you’re not always working so
hard to find new clients?
How will you encourage more referrals from your happy clients? Create and
implement a followup system?

MINI BUSINESS PLAN
SUCCESS
My projects will be successful when it achieves these metrics:
Number of Clients/Customers:
Annual Income:
OBSTACLES / CHALLENGES I CURRENTLY FACE
Specific Obstacle or Challenge:
Proposed Solution:

YEARLY MONEY GOALS
Use this chart to track your money goals for the year.
$$ LEFT TO
MY $$ GOAL $$ ATTAINED
CREATE
JANUARY
FEBRUARY
MARCH
APRIL
MAY
JUNE
JULY
AUGUST
SEPTEMBER
OCTOBER
NOVEMBER
DECEMBER
DDA
DDA
DDA
TOTAL ANNUAL TOTAL ANNUAL TOTAL ANNUAL
$$ GOAL $$ ATTAINED $$ TO CREATE

YEARLY TRAFFIC STATS
Use this chart to track your traffic growth.
FACEBOOK
WEBSITE EMAIL FACEBOOK GROUP INSTAGRAM TWITTER YOUTUBE
VISITORS SUBSCRIBERS PAGE LIKES MEMBERS FOLLOWERS FOLLOWERS SUBSCRIBERS

NAJ
BEF
RAM
RPA
YAM NUJ
LUJ
GUA
PES
TCO VON CED

YEARLY TRAFFIC STATS
Use other platforms? Use this blank chart to track them.

NAJ
BEF
RAM
RPA
YAM NUJ
LUJ
GUA
PES
TCO VON CED

JANUARY
PLANNING
JANUARY MONEY GOALS
Use this chart to track actual income sources + amounts (i.e. book sales, 1:1
coaching clients, speaking gigs, digital product sales, affiliate marketing, etc).
$$ LEFT TO
MY INCOME SOURCES MY $$ GOAL $$ ATTAINED
CREATE
DDA
DDA
DDA

JANUARY GOALS
List the top 7 things you want to accomplish this month (i.e. "I want to add 250
new subscribers to my mailing list," or "I want to do at least two Facebook live
streams," or "I want to write 10000 words of my book.")
CHECK OFF
MY GOALS: COMPLETED

JANUARY PRODUCT PLAN WORKSHEET
Use this worksheet to brainstorm your product.
WHAT: PRODUCT TITLE + TAGLINE
Write down an attention-getting product title and tagline.
WHO: YOUR AUDIENCE WHEN: RELEASE DATE
How knowledgeable is your target When do you plan to launch

audience on this topic? this product?
BEGINNER
INTERMEDIATE
ADVANCED
HOW: PRODUCT STRUCTURE
How do you plan to organize your content for this product? Will you choose one
format or a combination?
HOW-TO / TUTORIAL MEMBERSHIP VIDEO
WORKBOOK WORKSHEETS LIVESTREAM
CASE STUDY CHECKLISTS WEBINAR / CALL

JANUARY PRODUCT PLAN WORKSHEET
PRODUCT NOTES
What one problem does this product solve for my audience?
What resource do I already have that can be used in the creation of this product?
Write down a few ideas for what you can cover / teach in this product.

JANUARY PRODUCT CONTENT WORKSHEET
Use this worksheet to plan out your product content.
SECTION / MODULE 1
What is the title of your module?
Write a short description for this module:
Write 3-5 main points based on the learning objectives for this module:

Will you include a personal story, case study, or other examples to help get your
lesson across in this module? If so, what?
What actions or exercises will you have your clients do in this module?
In what format(s) will you deliver the content in module?
VIDEO CHECKLISTS Q + A CALL
TUTORIAL WORKBOOK EXPERT INTERVIEW
WORKSHEETS LIVESTREAM / WEBINAR

SECTION / MODULE 2


SECTION / MODULE 3


SECTION / MODULE 4


JANUARY PRODUCT LAUNCH FUNNEL
STEP 1: CREATE YOUR LANDING PAGE
OBJECTIVE: To get someone on your list, and establish the ever

important first line of communication.
What is your free offer? What is the name of your offer?
List 3-5 benefits that the potential lead will get if they sign up for your offer?
How do you want the page to look? Images, layout, etc.

STEP 2: PRESENT PEOPLE WITH AN OFFER
OBJECTIVE: After someone signs up for your list, present them

with a low-cost offer that ties into your freebie.
Brainstorm a few ideas for a low-cost product that you could offer. Use a product
you already have, or re-purpose existing content.
How much will you charge for your offer?
Will your offer have a deadline on this offer?

STEP 3: PROVIDE AN UPSELL OPPORTUNITY
OBJECTIVE: When a lead buys your special low-cost offer,

present them with another opportunity to buy from you. Link
your “buy button” to another page with your offer where you
give the customer a chance to add the new item to their cart
before completing their original purchase with you.
Brainstorm a few ideas for an upsell product that you could offer. Use a product
How will you set up your upsell offer?

STEP 4: PRESENT A DOWNSELL OFFER
OBJECTIVE: If a customer says no to your upsell offer, present

them with another offer on the “thank you” page or the
download page they see after completing their purchase.
Brainstorm a few ideas for a product that you could offer on the backend?
Will your offer have a deadline on this, or have it available all the time?

JANUARY PRODUCT LAUNCH PLAN
SALES MATERIALS
Brainstorm a few ideas for a free 4-part recorded video series:
Brainstorm a few ideas for a free webinar/Facebook live you can host:
Brainstorm a few ideas for blog posts you can write:

Brainstorm a few ideas for emails you can write:
Brainstorm a few ideas for graphics you can have created:
Brainstorm a few ideas for downloadables you can have created (i.e. ebooks,
reports, checklists, worksheets, tutorials, blueprints, etc.)

DETAILS
Product Name:
Early Bird Price:
Launch Price:
Regular Price:
Revenue Goal:
AFFILIATE CAMPAIGN GOALS
New Affiliates:
New Leads:
New Sales:
AFFILIATE CONTEST PRIZES
Leads Contest? YES
NO
1st Place Prize 2nd Place Prize 3rd Place Prize

Sales Contest? YES
NO
1st Place Prize 6th Place Prize
2nd Place Prize 7th Place Prize
3rd Place Prize 8th Place Prize
4th Place Prize 9th Place Prize
LEADS CONTEST SCHEDULE
Leads Contest Dates: to
OBJECTIVE: Get your affiliates to introduce you to their list and

encourage their tribe to sign up for your freebies so that you
can begin to build a connection with their community.
What freebies will your affiliates be sharing? Video series, webinar, ebook, report,
checklist, etc. List them out in the box below.

Map out the dates your affiliates should promote during the leads contest, and
ideas for what they should do (i.e. email and social media post about the free video
series; share your takeaway from the video series; a personal aha around [topic of
video series] and the link to the free video series on social media and email).
Date:
What should affiliates do today?
Date:

Date:
Date:
Date:

STAGE 1 LAUNCH SCHEDULE
Stage 1 Launch Dates: to
OBJECTIVE: To create awareness. Have your affiliates announce

the launch of your offer and encourage their followers to check
out the sales page.
Map out the dates your affiliates should promote during stage one, and ideas for
what they should do (i.e. email and social media post announcing the launch of
product and details of any bonuses they are offering; write and publish a review
of product with link; do a video or FB live talking about topic of product and how
the product has helped them, and share link).
Date:

Date:
Date:
Date:

OBJECTIVE: Get your affiliates to invite their community to sign

up for your free live webinar to hear your story as it relates to
your product and to learn more.
Map out the dates your affiliates should promote during stage two, and ideas for
what they should do (i.e. email and social media post promoting the free
webinar; share a story about what they have learned from and share link to free
webinar; reminder email about the free webinar and why they’re not going to
want to miss it).
Date:

Date:
Date:
Date:

CLOSE LAUNCH SCHEDULE
Launch Close Dates: to
OBJECTIVE: Encourage your affiliates to share your cart close

dates and drive traffic to your sales page. Remind them the
share any bonuses they are offering.
Map out the dates your affiliates should promote during close, and ideas for what
they should do (i.e. email about the deadline to buy and sales page link; share
your special bonuses and the deadline; do a video, blog, or FB live about the
amazing bonus package and the upcoming deadline to get it).
Date:

Date:
Date:
Date:

JANUARY PRODUCT LAUNCH RESULTS
REVENUE RESULTS
Total Launch Revenue:
Total Affiliate Revenue:
Total Affiliate Commissions Owing:
LEAD MAGNET RESULTS
How many people signed up for your free

video series during your launch?

webinar during your launch?

content (report, ebook, worksheet,
checklist, etc.)?
How many people who signed up for a

freebie went on to purchase your product?

JANUARY PRODUCT LAUNCH RESULTS
What went well?
What could be done better next time?
Important feedback received?

JANUARY PROMOTIONS CALENDAR
Use the calendar to plan out your promotions.
SUN MON TUE WED THU FRI SAT
NOTES:

JANUARY CONTENT CALENDAR
List out the products / programs / services you are currently selling or will be
selling:
Choose one main theme (topic) for your products this month that you can build
all your content around (i.e. product creation, list building):
Now that you know your main topic, brainstorm at least 8 sub-topics to create
blog posts around:

Pick 4 sub-topics & brainstorm multiple post ideas for each.
TOPIC 1 TOPIC 2 TOPIC 3 TOPIC 4
How-To
(Tutorial / DIY /
Instructional)
List
(Best of / Top 5 /
What to Avoid)
Case Study
Personal Story
Resources
Review
Video
Guest Post

JANUARY CONTENT CALENDAR Plan out Week 1
WHAT: POST TITLE
Write down a at least 2 ideas for an attention-getting blog post title:
How knowledgeable is your target When do you plan to publish

audience on this topic? the post?
BEGINNER
INTERMEDIATE
ADVANCED
How do you plan to organize the post? Which of these post types will you post?
HOW-TO / TUTORIAL PERSPNAL STORY RESOURCES
LIST REVIEW GUEST POST
CASE STUDY VIDEO LIVESTREAM

NOTES: POST IDEAS
Write down a few notes about what you can cover in this blog post.
DETAILS
Blog Categories: Keywords and Phrases: Call to Action:
Meta tags:

TO DO:
SPELL CHECK
FEATURED IMAGE
SEO
CTA SET-UP
POST PROMOTIONS
FACEBOOK PINTEREST
TWITTER LINKEDIN
INSTAGRAM FACEBOOK GROUP

WHAT: POST TITLE

BEGINNER
INTERMEDIATE
ADVANCED

NOTES: POST IDEAS
DETAILS
Meta tags:

TO DO:
SPELL CHECK
FEATURED IMAGE
SEO
CTA SET-UP
POST PROMOTIONS
FACEBOOK PINTEREST
TWITTER LINKEDIN

WHAT: POST TITLE

BEGINNER
INTERMEDIATE
ADVANCED

NOTES: POST IDEAS
DETAILS
Meta tags:

TO DO:
SPELL CHECK
FEATURED IMAGE
SEO
CTA SET-UP
POST PROMOTIONS
FACEBOOK PINTEREST
TWITTER LINKEDIN

WHAT: POST TITLE

BEGINNER
INTERMEDIATE
ADVANCED

NOTES: POST IDEAS
DETAILS
Meta tags:

TO DO:
SPELL CHECK
FEATURED IMAGE
SEO
CTA SET-UP
POST PROMOTIONS
FACEBOOK PINTEREST
TWITTER LINKEDIN

Use the calendar to plan out your blog posts.
NOTES:

JANUARY EMAIL MARKETING PLAN
Use this to plan emails. Print as many copies as you need.
DATE WHAT WILL YOU BE EMAILING ABOUT? OPENS CLICKS

JANUARY EMAIL MARKETING PLAN
Email subject line:
Email opening paragraph:
Email content:
Call to action / Email close / PS:

JANUARY SOCIAL MEDIA CONTENT PLAN
Map out your social media posts for the month.
DESCRIPTION YOUR IDEAS
Launches, business news,

Announcements
updates about you.
Obviously this is a bit part

of your social media
Blog Post
strategy your own blog
posts.
Caption this photo game,

Contest / Game photo, contests,
challenges, etc.
Helpful links from other

Curated
bloggers and reputable
Content
sources.
Discounts / offers on
Discounts products / services that
you offer.
Industry-related
Infographics
infographics.

i.e. Facebook Livestreams,

Non-Blog Promos webinars, or collabs
you’re working on.
Because who doesn’t love

a good meme? Bonus
Memes
points if it’s relevant to
your niche.
Ask your followers a

question about their
Question
blog/biz, advice for your
of the Day
blog/biz, or just
something fun.
Secret tips/hacks
Quick Tips
forgetting things done.
How-to’s and tutorials to

Tutorials help your followers get
something done.
Visually appealing
Branded
graphics with your
Graphics
website and logo.

Written out quotes or

Quotes graphics with quotes on
them.
GIFs, funny videos,

Videos
inspirational videos, etc.
Offer up a homework
Homework
assignment to help out
Assignments
your followers.
Celebrating holidays and

Current Events
other current events.
Behind-the-scenes
images of your
BTS
workspace, projects in the
works, etc.
Words of encouragement
Encouragement
for your followers.

Discounts/offers on your
Social-Only products/ services that
Promos are only for your social
media followers.
Get followers to sign up

for your email newsletter,
Calls to Action read your new blog post,
or buy your newest
product/service.
Get follower input on your

Reader Survey
blog and business.

JANUARY PRODUCTIVITY EQUATION Print this page.
1 = Didn't Even Come Close; 10 = Exceeded Goals
SALES 0 1 2 3 4 5 6 7 8 9 1 0
LIST-BUILDING 0 1 2 3 4 5 6 7 8 9 1 0
SOCIAL MEDIA ENGAGEMENT 0 1 2 3 4 5 6 7 8 9 1 0
CONTINUING EDUCATION 0 1 2 3 4 5 6 7 8 9 1 0
PRODUCTIVITY 0 1 2 3 4 5 6 7 8 9 1 0
Directions: Add up your scores and divide by 10. SCORE: / 10
MAKING SENSE OF YOUR SCORES
6-8
Average
8-10 You are focused, decisive, and practice minimalism. You

make decisions quickly and avoid analysis paralysis. You
say no to anything not related to your monthly goals.

HOW TO IMPROVE YOUR BUSINESS PRODUCTIVITY
EQUATION NUMBER
SALES: What went well this month and what can you do to make next month
even better?
LIST BUILDING
# of Joiners: # of Leavers:
Where is the majority of your leads come from? What can you do to improve that
# next month?
SOCIAL MEDIA ENGAGEMENT LEVELS
CONTINUING EDUCATION: What did you learn this month? What are you
planning to learn next month?

JANUARY HAPPINESS EQUATION Print this page.
FAMILY LIFE 0 1 2 3 4 5 6 7 8 9 1 0
CAREER 0 1 2 3 4 5 6 7 8 9 1 0
FRIENDSHIPS 0 1 2 3 4 5 6 7 8 9 1 0
HEALTH 0 1 2 3 4 5 6 7 8 9 1 0
DAY-TO-DAY 0 1 2 3 4 5 6 7 8 9 1 0
6-8
Average


HOW TO IMPROVE YOUR HAPPINESS EQUATION NUMBER
FIND A PARTNER IN JOY
This could be your significant other, a best friend, a sibling— basically anyone
who is up for new adventures—like trying out that hot yoga class, trying out a
new restaurant or checking out a new store.
Who was your partner in joy this month?
Who will be your partner in joy next month?
MAKE YOUR HAPPINESS EQUATION PLANS FOR NEXT MONTH
The more specific (an exact time, place or person) you can be, the more likely you
are to increase your happiness number.
I think that doing might be fun.
I think that spending time with might be
really wonderful. I have always wanted to try / do

FEBRUARY
PLANNING
FEBRUARY MONEY GOALS
$$ LEFT TO
CREATE
DDA
DDA
DDA

FEBRUARY GOALS
CHECK OFF
MY GOALS: COMPLETED

FEBRUARY PRODUCT PLAN WORKSHEET

BEGINNER
INTERMEDIATE
ADVANCED

FEBRUARY PRODUCT PLAN WORKSHEET
PRODUCT NOTES

FEBRUARY PRODUCT CONTENT WORKSHEET
SECTION / MODULE 1


SECTION / MODULE 2


SECTION / MODULE 3


SECTION / MODULE 4


FEBRUARY PRODUCT LAUNCH FUNNEL








FEBRUARY PRODUCT LAUNCH PLAN
SALES MATERIALS


DETAILS
Product Name:
Early Bird Price:
Launch Price:
Regular Price:
Revenue Goal:
New Affiliates:
New Leads:
New Sales:
Leads Contest? YES
NO

Sales Contest? YES
NO
1st Place Prize 6th Place Prize
2nd Place Prize 7th Place Prize
3rd Place Prize 8th Place Prize
LEADS CONTEST SCHEDULE
Leads Contest Dates: to
OBJECTIVE: Get your affiliates to introduce you to their list and

encourage their tribe to sign up for your freebies so that you
can begin to build a connection with their community.
What freebies will your affiliates be sharing? Video series, webinar, ebook, report,
checklist, etc. List them out in the box below.

Map out the dates your affiliates should promote during the leads contest, and
ideas for what they should do (i.e. email and social media post about the free video
series; share your takeaway from the video series; a personal aha around [topic of
video series] and the link to the free video series on social media and email).
Date:
Date:

Date:
Date:
Date:

OBJECTIVE: To create awareness. Have your affiliates announce

the launch of your offer and encourage their followers to check
out the sales page.
Map out the dates your affiliates should promote during stage one, and ideas for
what they should do (i.e. email and social media post announcing the launch of
product and details of any bonuses they are offering; write and publish a review
of product with link; do a video or FB live talking about topic of product and how
the product has helped them, and share link).
Date:

Date:
Date:
Date:

OBJECTIVE: Get your affiliates to invite their community to sign

up for your free live webinar to hear your story as it relates to
your product and to learn more.
Map out the dates your affiliates should promote during stage two, and ideas for
what they should do (i.e. email and social media post promoting the free
webinar; share a story about what they have learned from and share link to free
webinar; reminder email about the free webinar and why they’re not going to
want to miss it).
Date:

Date:
Date:
Date:

CLOSE LAUNCH SCHEDULE
Launch Close Dates: to
OBJECTIVE: Encourage your affiliates to share your cart close

dates and drive traffic to your sales page. Remind them the
share any bonuses they are offering.
Map out the dates your affiliates should promote during close, and ideas for what
they should do (i.e. email about the deadline to buy and sales page link; share
your special bonuses and the deadline; do a video, blog, or FB live about the
amazing bonus package and the upcoming deadline to get it).
Date:

Date:
Date:
Date:

FEBRUARY PRODUCT LAUNCH RESULTS
REVENUE RESULTS
Total Launch Revenue:
Total Affiliate Revenue:
Total Affiliate Commissions Owing:
LEAD MAGNET RESULTS

video series during your launch?

webinar during your launch?

content (report, ebook, worksheet,
checklist, etc.)?
How many people who signed up for a

freebie went on to purchase your product?

FEBRUARY PRODUCT LAUNCH RESULTS
What went well?
What could be done better next time?
Important feedback received?

FEBRUARY PROMOTIONS CALENDAR
Use the calendar to plan out your promotions.
NOTES:

FEBRUARY CONTENT CALENDAR
List out the products / programs / services you are currently selling or will be
selling:
Choose one main theme (topic) for your products this month that you can build
all your content around (i.e. product creation, list building):
Now that you know your main topic, brainstorm at least 8 sub-topics to create
blog posts around:

Pick 4 sub-topics & brainstorm multiple post ideas for each.
TOPIC 1 TOPIC 2 TOPIC 3 TOPIC 4
How-To
(Tutorial / DIY /
Instructional)
List
(Best of / Top 5 /
What to Avoid)
Case Study
Personal Story
Resources
Review
Video
Guest Post

FEBRUARY CONTENT CALENDAR Plan out Week 1
WHAT: POST TITLE

BEGINNER
INTERMEDIATE
ADVANCED

NOTES: POST IDEAS
DETAILS
Meta tags:

TO DO:
SPELL CHECK
FEATURED IMAGE
SEO
CTA SET-UP
POST PROMOTIONS
FACEBOOK PINTEREST
TWITTER LINKEDIN

WHAT: POST TITLE

BEGINNER
INTERMEDIATE
ADVANCED

NOTES: POST IDEAS
DETAILS
Meta tags:

TO DO:
SPELL CHECK
FEATURED IMAGE
SEO
CTA SET-UP
POST PROMOTIONS
FACEBOOK PINTEREST
TWITTER LINKEDIN

WHAT: POST TITLE

BEGINNER
INTERMEDIATE
ADVANCED

NOTES: POST IDEAS
DETAILS
Meta tags:

TO DO:
SPELL CHECK
FEATURED IMAGE
SEO
CTA SET-UP
POST PROMOTIONS
FACEBOOK PINTEREST
TWITTER LINKEDIN

WHAT: POST TITLE

BEGINNER
INTERMEDIATE
ADVANCED

NOTES: POST IDEAS
DETAILS
Meta tags:

TO DO:
SPELL CHECK
FEATURED IMAGE
SEO
CTA SET-UP
POST PROMOTIONS
FACEBOOK PINTEREST
TWITTER LINKEDIN

Use the calendar to plan out your blog posts.
NOTES:

FEBRUARY EMAIL MARKETING PLAN
Use this to plan emails. Print as many copies as you need.
DATE WHAT WILL YOU BE EMAILING ABOUT? OPENS CLICKS

FEBRUARY EMAIL MARKETING PLAN
Email subject line:
Email opening paragraph:
Email content:
Call to action / Email close / PS:

FEBRUARY SOCIAL MEDIA CONTENT PLAN
Launches, business news,

Announcements
updates about you.
Obviously this is a bit part

of your social media
Blog Post
strategy your own blog
posts.
Caption this photo game,

Contest / Game photo, contests,
challenges, etc.
Helpful links from other

Curated
bloggers and reputable
Content
sources.
Discounts / offers on
Discounts products / services that
you offer.
Industry-related
Infographics
infographics.

i.e. Facebook Livestreams,

Non-Blog Promos webinars, or collabs
you’re working on.
Because who doesn’t love

a good meme? Bonus
Memes
points if it’s relevant to
your niche.
Ask your followers a

question about their
Question
blog/biz, advice for your
of the Day
blog/biz, or just
something fun.
Secret tips/hacks
Quick Tips
forgetting things done.
How-to’s and tutorials to

Tutorials help your followers get
something done.
Visually appealing
Branded
graphics with your
Graphics
website and logo.

Written out quotes or

Quotes graphics with quotes on
them.
GIFs, funny videos,

Videos
inspirational videos, etc.
Offer up a homework
Homework
assignment to help out
Assignments
your followers.
Celebrating holidays and

Current Events
other current events.
Behind-the-scenes
images of your
BTS
workspace, projects in the
works, etc.
Words of encouragement
Encouragement
for your followers.

Discounts/offers on your
Social-Only products/ services that
Promos are only for your social
media followers.
Get followers to sign up

for your email newsletter,
Calls to Action read your new blog post,
or buy your newest
product/service.
Get follower input on your

Reader Survey
blog and business.

FEBRUARY PRODUCTIVITY EQUATION Print this page.
SALES 0 1 2 3 4 5 6 7 8 9 1 0
LIST-BUILDING 0 1 2 3 4 5 6 7 8 9 1 0
SOCIAL MEDIA ENGAGEMENT 0 1 2 3 4 5 6 7 8 9 1 0
CONTINUING EDUCATION 0 1 2 3 4 5 6 7 8 9 1 0
PRODUCTIVITY 0 1 2 3 4 5 6 7 8 9 1 0
6-8
Average


HOW TO IMPROVE YOUR BUSINESS PRODUCTIVITY
EQUATION NUMBER
SALES: What went well this month and what can you do to make next month
even better?
LIST BUILDING
# of Joiners: # of Leavers:
Where is the majority of your leads come from? What can you do to improve that
# next month?
SOCIAL MEDIA ENGAGEMENT LEVELS
CONTINUING EDUCATION: What did you learn this month? What are you
planning to learn next month?

FEBRUARY HAPPINESS EQUATION Print this page.
FAMILY LIFE 0 1 2 3 4 5 6 7 8 9 1 0
CAREER 0 1 2 3 4 5 6 7 8 9 1 0
FRIENDSHIPS 0 1 2 3 4 5 6 7 8 9 1 0
HEALTH 0 1 2 3 4 5 6 7 8 9 1 0
DAY-TO-DAY 0 1 2 3 4 5 6 7 8 9 1 0
6-8
Average


HOW TO IMPROVE YOUR HAPPINESS EQUATION NUMBER
FIND A PARTNER IN JOY
This could be your significant other, a best friend, a sibling— basically anyone
who is up for new adventures—like trying out that hot yoga class, trying out a
new restaurant or checking out a new store.
Who was your partner in joy this month?
Who will be your partner in joy next month?
MAKE YOUR HAPPINESS EQUATION PLANS FOR NEXT MONTH
The more specific (an exact time, place or person) you can be, the more likely you
are to increase your happiness number.
I think that doing might be fun.
I think that spending time with might be
really wonderful. I have always wanted to try / do

MARCH
PLANNING
MARCH MONEY GOALS
$$ LEFT TO
CREATE
DDA
DDA
DDA

MARCH GOALS
CHECK OFF
MY GOALS: COMPLETED

MARCH PRODUCT PLAN WORKSHEET

BEGINNER
INTERMEDIATE
ADVANCED

MARCH PRODUCT PLAN WORKSHEET
PRODUCT NOTES

MARCH PRODUCT CONTENT WORKSHEET
SECTION / MODULE 1


SECTION / MODULE 2


SECTION / MODULE 3


SECTION / MODULE 4


MARCH PRODUCT LAUNCH FUNNEL








MARCH PRODUCT LAUNCH PLAN
SALES MATERIALS


DETAILS
Product Name:
Early Bird Price:
Launch Price:
Regular Price:
Revenue Goal:
New Affiliates:
New Leads:
New Sales:
Leads Contest? YES
NO

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WHAT: PRODUCT TITLE + TAGLINE

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WHO: YOUR AUDIENCE WHEN: RELEASE DATE

How knowledgeable is your target When do you plan to launch

HOW: PRODUCT STRUCTURE

HOW-TO / TUTORIAL MEMBERSHIP VIDEO

WORKBOOK WORKSHEETS LIVESTREAM

CASE STUDY CHECKLISTS WEBINAR / CALL

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TUTORIAL WORKBOOK EXPERT INTERVIEW

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