The New Year Business Planning Bundle

The perfect way to plan for a successful year


Get super organized and focused so you can plan for a successful year.

Learn how to review the past year and your business performance in some of the most important areas.

Take a close look at your revenue, profit, marketing, and sales strategies.

Learn how to identify what is working in your business and what is a complete waste of time!

Find out why it's important to focus on the key drivers of business growth if you want to achieve your goals.

Review your product mix so you can be confident you are providing the right solutions for your customers.

Learn simple tips that will help you plan and achieve your goals for the new year.

Focus on taking your business to the next level with this actionable roadmap and planning bundle.


Get this deal while it lasts. Bought separately: $81 

Black Friday Special: 54% off

I was never ready for a new year even though I knew it was coming and I should have been better prepared...

For a long time, I started a new year with no idea what was in store for me. I had some vague goals like wanting to make more money, but I would have been hard pressed to explain how I was going to do it.


Safe to say I never had a plan for turning my goal into reality. And, as if that wasn't bad enough, I had no idea what my focus or priorities were supposed to be. No idea what strategies or tactics were working for me.


So, after many years of spinning my wheels, I decided to try something different.


I knew there was a better way to start a new year. I knew the only way I could come close to achieving my big goals was to have plan.


You see, I had been doing it all wrong!


When it comes to having a successful year, you need to understand what happened the past year plus a solid plan for the new year.


This new business year planning bundle teaches you exactly how to do both things!



The New Year Business Planning Bundle Includes



new year planning bundle
The End of Year Business Review Workbook


This workbook will help you carry out a thorough evaluation of the past year and your business performance.


With this workbook, you will do a deep dive into some of the most important areas of your business, so you can understand what is going on, and you can come up with the right plan and strategies for the new year.


This 20-page workbook will help you understand your business like never before. By the time you are through, you will have a clear idea of where you should spend most of your time, energy, and resources.


(Regular price: $17)



yearly planning bundle
The Beginner's Guide to Business Planning


The Beginner's Guide to Business Planning will teach you everything you need to know to create a plan for your business. But more importantly, it will show you how to plan for a new year.


Chapter three (the longest chapter in this guide) breaks down my five-step process for planning for a new year.


By the time you are through with this chapter, you will be ready to create a new year business plan that will set you up for success.


Here are some other things you will find inside this guide.

  • The different types of business plans so you can choose the right one for your business.
  • Learn the mistakes to avoid when creating a business plan.
  • 50+ pages of practical advice to help you create a business plan in record time.
  • How and when to review and update your business plan.
  • Golden nuggets to help you create a master plan for your business.

This guide has actionable tips that are so simple you can start implementing them today.


(Regular price: $37)



The New Year Business Planner


From setting high-level goals for the year to choosing your big projects, this 32-page planner has it all.


You can print out this planner as many times as you want, and you can use it year after year.


Here are some of the pages you will find inside this planner:

  • Vision and mission statement, plus core values.
  • Goals and priorities
  • Quarterly projects
  • Project planner
  • Financial strategic planning pages
  • Marketing strategic planning pages including monthly marketing activities and an annual promotional calendar).
  • Sales strategic planning pages.
  • Offerings strategic planning pages.
  • Spending plan page.
  • Contingency planning page (for when things go south).

This planner will help you outline a comprehensive plan for the year, so you can have a successful year.


The planner also includes some tracking pages so you can monitor how well you are doing with your goals.


(Regular price: $27)


new year business planner

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