Annual planning shouldn't be a waste of time.

Journal prompts are great BUT, you need more than that to really move the needle in your business.

You need strategic reflection paired with intentional planning. 

And now is the best time to do it. 

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The start of any new year is exciting and it's when we all know we should plan for the year ahead.

Here's the problem....

Most business owners fall into two categories:

1. They don't do formal annual planning at all.

2. They half ass their planning because it's daunting and difficult to see that far into the future.

If setting goals feels like throwing a dart at a dart board with your eyes closed, you're doing it wrong. 

Don't worry....

Literally NO ONE is telling us how to do this the right way. 

And that changes today. 

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A thorough and honest review of 2023 is the first step.

I’m talking about:

  • Assessing what went well and what didn’t
  • Grading yourself and your business in key categories for success
  • Doing a deep dive review of your client acquisition and retention
  • Getting real about your best and worst clients
  • Focusing in on a few overlooked money metrics

And then once you’ve got REAL data in hand, you’ll be ready to shift into planning mode.

 

This strategic reflection is the piece that most people miss.

They jump straight to the goal-setting and revenue projections without pausing to take in their learnings, missteps, experiments, and wins from an ENTIRE year.

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But I know what you're really wanting....

You want clarity. 

You want direction. 

You want to know how to make 2024 your best year yet. 

I got you.

Intentional goal setting and annual planning is easy once you've done the review. I'm talking about...

  • Setting annual goals for 2024 that go way beyond revenue and profit
  • Developing your own custom set of metrics that will finally keep you accountable to your big goals
  • Refining your offers and pricing and setting good, better, best revenue goals
  • Designing an annual business calendar (that fits into your life)
  • Picking your word of the year to keep you grounded and focused
  • Chunking your goals into an actionable quarterly plan
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Introducing…

Everything you need for your 2023 annual review and annual planning for 2024:

  • Quick and dirty: 2023 good vs. bad assessment
  • Category assessment and spreadsheet
  • 3 client deep dive assessments and spreadsheets
  • 3 money metrics assessments and spreadsheets
  • Annual goal setting exercise
  • Custom metric tracking exercise and spreadsheet
  • Revenue projections template
  • Annual calendar planning spreadsheet
  • Word of the year and intention setting exercise
  • Quarterly planning formula

DIY Planning Templates

$97

Everything you need to do-it-yourself

  • 8 annual review exercises and 7 accompanying spreadsheets 
  • 6 annual planning exercises and 3 accompanying spreadsheets
  • 12 tutorial videos to walk you through every step of the process
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This is one of your most important jobs as the CEO of your business…. To set the course for your growth. 

As a COO, I work with coaches and service providers at every point in their journey: from just getting started to scaling to 7-figures.

This kind of planning is what I do on the daily for my clients and I'd be honored to guide you through the process to make 2024 your best year yet.

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