✨ You Downloaded the Planning Workbook... Now What? ✨
If you’re like most entrepreneurs, you want to plan your quarter with intention —
but staring at a blank page or trying to map out your next 90 days on your own can feel… overwhelming.
Maybe you downloaded the free Quarterly Planning Workbook but still find yourself wondering:
What should I focus on first?
Am I doing this right?
How do I make a plan that actually fits my business and my capacity?
You don’t need another big course.
You just need a little extra support to make sense of the process — and build a plan that works for you.
Business Assessment (Workbook + Video)
A guided exercise to help you reflect on what’s working, what’s not, and what to focus on next — before you dive into planning.
Quarterly Planning (Workbook + Video)
Get more from the workbook you downloaded.
In this step-by-step video, I walk you through how to use each section — so you’re not just filling out pages, but making smarter decisions.
BONUS
Top 5 Mistakes Entrepreneurs Make When in Quarterly Planning: This short guide reveals the traps that derail most quarterly plans — and how to avoid them before you even begin.
This Toolkit Is For You If:
You downloaded the workbook but haven’t filled it out yet
You’ve tried planning before and felt overwhelmed or unsure
You want a thoughtful nudge in the right direction
What You’ll Walk Away With:
✨ A clearer picture of your current business reality
✨ Confidence in choosing a focus for the next 90 days
✨ A step-by-step walkthrough to make your planning session easier
✨ Awareness of what not to do — so you don’t waste time or energy
Ready to Make Your Next 90 Days Count?
The Quarterly Planning Toolkit gives you the clarity and guidance you need to finally feel good about your plan — not stressed, confused, or stuck.
If you were to piece this all together on your own (or hire a business coach to help), it could easily cost $99 or more.
Here’s what’s included:
✅ Business Assessment (Video + Workbook) — $35 Value
🧭 Quarterly Planning (Video + Workbook) — $55 Value
⚠️ Bonus: 5 Common Planning Mistakes Guide — $9 Value