BUSINESS

Daily Planner
DATE : J F M A M J J A S O N D

SCHEDULE TOP PRIORITIES

WATER

NOTES

TO DO LIST

MAEL

BREAKFAST LUNCH DINNER

 Weekly Planner

J F M A M J S :
MONDAY

J A S O N D E :

NOTES
TUESDAY
WEDNESDAY

HABITS
THURSDAY

M T W T F S S
FRIDAY

TO DO LIST
SATURDAY
SUNDAY
 Monthly Planner
J F M A M J J A S O N D

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31

NOTES TO DO LIST
 Goal Action Plan
START DATE : START DATE :

GOAL :

MOTIVATION

HOW TO ACHIEVE THE GOAL

ACTION STEPS DATE

WHAT WAS EASY WHAT WAS HARD

NOTES
Business Goals
3 MONTH PLAN

6 MONTH PLAN

9 MONTH PLAN

12 MONTH PLAN

NOTES :
 Product Planner
PRODUCT :

LAUNCH DATE : PRIORITY : H M L

COST : PROFIT : SALE PRICE :

DESCRIPTION & FEATURES

SUPPLIES NEEDED TO DO LIST

MARKETING/LAUNCH PLAN NOTES

 Business Planner
BUSINESS NAME :

MARKET PROBLEM SOLUTION

OBJECTIVE

TEAM BUILDING TOLS OUR USE

ROLE PERSON
 Seasonal Trend Tracker
JANUARY FEBRUARY MARCH

APRIL MAY JUNE

JULY AUGUST SEPTEMBER

OCTOBER NOVEMBER DECEMBER

 Important Dates
JANUARY FEBRUARY MARCH

APRIL MAY JUNE

JULY AUGUST SEPTEMBER

OCTOBER NOVEMBER DECEMBER

Order Tracker
J F M A M J

J A S O N D

DATE CUSTOMER PRODUCT COMPLETE PAID SHIPPED

 J F M A M J

Product Inventory J A S O N D

DATE CODE PRODUCT NAME QTY ON MADE TO SALES COST PROFIT

HAND ORDER PRICH

$ $

$ $

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Monthly Sales
J F M A M J

J A S O N D

DATE ORDER SALE SHIPPING TOTAL ETSY PAYPAL TOTAL

PRICE CHARGE PRICE FEES FEES PROFIT

$ $

$ $

$ $

$ $

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$ $

$ $

$ $
Shipping Tracker
J F M A M J

J A S O N D

DATE ORDER CUSTOMER NAME TRACKING SHIPPING FREE SHIPPED

NUMBER METHOD
Discount Tracker
J F M A M J

J A S O N D

ITEM DESCRIPTION REG PRICE SALE PRICE

 Advertising Tracker
START DATE END DATE PLATFROM COST REVENUE
Tax Deductions
J F M A M J

J A S O N D

DATE DESCRIPTION CATEGORY AMOUNT

 Donations Tracker
DATE VALUE DONATED TO DESCRIPTION
 Task List
TASKS DUE NOTES
Returns Tracker
J F M A M J

J A S O N D

DATE ORDER REASON FOE RETURN TRACKING RECIEVED RECIEVED

 Annual Profit Tracker
THIS YEAR :

MONTH SUPPIY OTHER SHIPPING PROFIT

COST EXPENSES FEE

JAN

FEB

MAR

APR

MAY

JUN

JUL

AUG

SEP

OCT

NOV

DEC

NOTES
 Income Tracker
DATE SOURCE DESCRIPTION AMOUNT

NOTES TOTAL
Expense Tracker
J F M A M J

J A S O N D

DATE SOURCE DESCRIPTION AMOUNT

NOTES TOTAL
 Contacts List
NAME : NAME :

EMAIL : EMAIL :

PHONE : PHONE :

MOBILE : MOBILE :

ADDRESS : ADDRESS :

NAME : NAME :

EMAIL : EMAIL :

PHONE : PHONE :

MOBILE : MOBILE :

ADDRESS : ADDRESS :

NAME : NAME :

EMAIL : EMAIL :

PHONE : PHONE :

MOBILE : MOBILE :

ADDRESS : ADDRESS :

NAME : NAME :

EMAIL : EMAIL :

PHONE : PHONE :

MOBILE : MOBILE :

ADDRESS : ADDRESS :

NAME : NAME :

EMAIL : EMAIL :

PHONE : PHONE :

MOBILE : MOBILE :

ADDRESS : ADDRESS :
Bill Tracker
J F M A M J

J A S O N D

JUN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

PAID ON

AMOUNT

BILL : DUE :

JUN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

PAID ON

AMOUNT

BILL : DUE :

JUN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

PAID ON

AMOUNT

BILL : DUE :

JUN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

PAID ON

AMOUNT

BILL : DUE :

JUN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

PAID ON

AMOUNT

BILL : DUE :
 Quarterly To Do

QTR-1 I WILL WORK ON THIS QTR-2 I WILL WORK ON THIS

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J F M A M J

QTR-3 I WILL WORK ON THIS QTR-4 I WILL WORK ON THIS

J A S O N D
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Target Market
J F M A M J S :

J A S O N D E :

CUSTOMER INFORMATION

AGE : GENDER :

MARITAL STATUS : CHILDREN :

JOB TITLE : LOCATION :

EDUCATION : EST.INCOME :

INTERESTS PROBLEMS/CHALLENGES

GOALS/VALUES SOURCE OF INFORMATION

NOTES
 Monthly Goals
J F M A M J J A S O N D

FOCUS

GOAL-1 GOAL-2

GOAL-3 VISION
 Mind Dump
MIND DUMP MUST DO

SHOULD DO

COULD DO
To-Do List
J F M A M J

J A S O N D DATE
 Post Content Planner
POST TITLE :

TOPIC SUBJECT : HASHTAGS/KEYWORDS

POST CATEGORY :

PUBLISH DATE :

DESCRIPTION

LINE TO INCLUDE

TO DO LIST

IDEAS/NOTES
Notes