Instant Download
A yearly planning system for freelancers and founders who want clarity, consistent action and better numbers without busywork. Plan your year, choose high-leverage moves, and track progress with simple reviews.
Best for: solo founders, consultants, creatives and small business owners.
What’s inside
Year at a glance, values and non-negotiables
Business reflection: numbers at a glance, lead sources, offer and pricing prompts
Money Map: targets, offer mix, money levers and simple pipeline tracker
Marketing Map with LinkedIn-first cadence and repurpose grid
Goals split into Inputs, Habits, Projects, Outcomes with column guides
Quarterly sprint plans, monthly planners, weekly snapshot page
Delivery and operations: capacity, rhythms, templates, tools and risk if/then plans
Reviews: weekly, monthly, quarterly
Obstacles playbook and notes
Coaching discount code inside
Format
Fillable PDF and printer-friendly PDF
You’ll walk away with
A realistic yearly plan that fits your capacity
Clear money levers and a simple pipeline you will maintain
Quarterly and monthly rhythms that keep projects moving
Instant Download
A yearly planning system for freelancers and founders who want clarity, consistent action and better numbers without busywork. Plan your year, choose high-leverage moves, and track progress with simple reviews.
Best for: solo founders, consultants, creatives and small business owners.
What’s inside
Year at a glance, values and non-negotiables
Business reflection: numbers at a glance, lead sources, offer and pricing prompts
Money Map: targets, offer mix, money levers and simple pipeline tracker
Marketing Map with LinkedIn-first cadence and repurpose grid
Goals split into Inputs, Habits, Projects, Outcomes with column guides
Quarterly sprint plans, monthly planners, weekly snapshot page
Delivery and operations: capacity, rhythms, templates, tools and risk if/then plans
Reviews: weekly, monthly, quarterly
Obstacles playbook and notes
Coaching discount code inside
Format
Fillable PDF and printer-friendly PDF
You’ll walk away with
A realistic yearly plan that fits your capacity
Clear money levers and a simple pipeline you will maintain
Quarterly and monthly rhythms that keep projects moving
