Planners for your business
Want to boost your chance for success? Start with a plan.
Get a quick overview of our favorite planners.
In case it's not obvious, we love a good plan.
We also know that most people hate the planning process.
We get it. Who wants to sit down to crunch numbers or do research when they have a brilliant idea tickling their brain?
This is why we embraced Alexander Osterwalder's business canvas model for planning.
His one-page business canvas planner concept targets the essential information and focuses on relevant bullet points instead of a 30-page research paper with charts, graphs, management team bios, and full color graphics.
We loved the idea so much that we started using his planning approach for every aspect of business.
Need a marketing plan?
How about a sales plan, goal plan, or production plan?
How about a sales plan, goal plan, or production plan? We've designed almost 20 of these one-page planning tools and have several more in progress.
The planners are organized by category, just click the image to download the pdf.
If you don't see a planner for a specific topic, let us know. There is a good chance we've already built one or it's on the list.
Get this month's free planner!
Business Planning
Skip the cocktail napkin and organize your thoughts with a one-page, cohesive business plan. These simple planning tools will help you rapidly drill down to the essential details so you can launch your new ideas today.
Sales & Marketing
30 minutes and one piece of paper is all you need to define your brand and develop a plan to promote your business and connect with the people who want and need your products and services. Even better, our Sales Planner can help focus on the right market and strategy so your sales efforts are effective and fun.
Okay, fun may be a stretch, but starting with a clear plan will help you close more sales. And when you close more sales you make more money. Who doesn't enjoy making more money?
Products & Production
Test your ideas for new products and services with our Product Development Planner. Once you have a workable idea, map out the steps and costs for producing your new product with our Production Planner.
IMPORTANT: Services have production costs too! All the time, money, and effort you put into setting up a new program or service counts as production.
Productivity & Time Management
Is your to-do list out of control? Does it feel as though you work hard but get nothing done?
You're not alone. Time is the biggest challenge micro-business owners face. That is why we've put together a few tools to not only help you organize your schedule, but track your hours and find the mythical work/life balance.
In case you're wondering, It's not a myth. Work/life balance is really just a matter of understanding that balanced doesn't always mean equal. Once you do that, it's achievable. 😀😀😀 (see Create YOUR Perfect Work/Life Balance & Have the Best Year Ever!)
