The Success Planner for your Handmade Business

This planner is different than most planners out there.

It’s not just a calendar you’re left to fill in on your own.

It comes with an ebook that simplifies the basics of business and the numbers a business must understand and plan around.

I’m not a fan of math, or big fancy terms and definitions that are difficult to wrap my head around.

But every business owner needs to understand the basics of business and pay attention to their business’s numbers.

You don’t need to track of how many followers you have on Instagram, but you absolutely need to know the ROI (return on investment) Instagram gives you.

In THE SUCCESS PLANNER, I’ll simplify the numbers you must track, as well as things like ROI, so you feel like a confident business owner making decisions based on numbers, not hunches.

I hate starting my day not knowing what I should work on. I also hate finishing a day not knowing if what I did is going to help me make money.

When you follow THE SUCCESS PLANNER’s step-by-step, easy to follow plan, and fill in your (included) day planner and worksheets by following that plan, you fill your days with work that you know will lead you to more money.

*NEW VERSION: *Undated* Planner & Worksheets

Purchase the Ebook & Undated Worksheets

This is a PDF download

OR
Purchase separately 

How much are your business’s profits for the last 12 months?

Not revenue. Profits.

If you don’t know the answer to that question (or the difference between revenue and profits), this planner is going to be extremely helpful to you.

Even if you do know how much your profits were, but you’re not quite sure how to increase them, this is the planner for you.

You don’t need more noise; you need the basics.

This planner uses a simple, repeatable, 5-step system that puts everything in place for your business to follow the success formula and reach your goals this year.

• STEP 1 – REVIEW
• STEP 2 – PLAN
• STEP 3 – ORGANIZE
• STEP 4 – SCHEDULE
• STEP 5 – TRACK

Obviously, there are more details behind the steps, which I explain the ebook accompanying the planner. But here’s my theory behind each step:

STEP 1 – REVIEW

There’s no need to spend hours reviewing every detail of your business; there are three key areas that should be reviewed at the end of each month and year to ensure:

• You’re spending time and money in the right places
• You know where the holes in your system are
• You’re building a profitable business

STEP 2 – PLAN

You have to know where you want to end up before you start moving (unless you’re looking for an adventure, in which case, wander away!).

And if you want to end up someplace new and reach a goal you’ve never reached, you’ve got to do things you’ve never done.

You can’t repeat what you did last year and expect new results…or even the same results. Planning involves not only setting achievable goals but thinking about what you’re going to change to reach them.

STEP 3 – ORGANIZE

There really are a million and one things you could do as a business owner, but randomly adding tasks to your to-do list is like throwing darts in the dark; how do you know if you’re working on the right things that will result in sales?

There will always be more to do than there is time to do it, so you must strategically organize your to-do’s to ensure the work that goes on your schedule is purposeful (I’ll help you determine what that is)

You also must create balance. A handmade business requires the extra workload of creating all the products you sell. But you cannot let creating take over while important tasks that sell those creations are ignored.

STEP 4 – SCHEDULE

I hate ending a day feeling like I was unproductive or didn’t accomplish what I needed to…or worse yet, not even knowing what I needed to accomplish and feeling like I worked for the sake of working.

If you build your schedule from the organized tasks that stem from a bigger revenue-producing project, you’ll have a simple and valuable to-do list that you know is leading you towards sales.

STEP 5 – TRACK

Tracking numbers can become a bit of a ham story. 

(The ham story is: someone asks their mom why she cuts the ends of the ham before putting it in the oven. Mom says because her mom did it, who did it because her mom did it, and great-grandma finally explains that she did it so the ham would fit in her small roasting pan. Generations had been wasting perfectly good ham simply because they were blindly following someone else’s actions.)

I don’t want you to be wasting perfectly good time on meaningless tasks. Excessive tracking tends to be one of them.

Someone likely offered a free worksheet to track how many followers each social media account has and now everyone thinks they should be tracking followers. But in most cases, tracking social media followers, along with many other stats, is a waste of time.

There are 3 stats that must be tracked each month to properly review your business and make decisions that increase profits. I’ll cover what those 3 stats are in THE SUCCESS PLANNER.

I’ve created a planner to help you organize your business and achieve your goals this year. 

It includes an ebook to help explain the steps you must follow to achieve the success formula (money in is greater than money out).

It also includes worksheets to help you implement the steps and plan your schedule.

Details and screenshots of some of the worksheets can be found below.

*THE SUCCESS PLANNER FOR YOUR HANDMADE BUSINESS includes the following PDFs:

• EBOOK – to explain my 5-step system and how to use each worksheet.
• YEARLY REVIEW & PLAN – worksheets to help you review last year and plan the upcoming year with projects that will help you reach your goal.
• SPREADSHEETS – worksheets to help you track the numbers EVERY business owner should know.
• DAY PLANNER – monthly and weekly calendars to schedule tasks, as well as worksheets to review and plan each month.  

WHY PURCHASE THIS PLANNER?

I’ve created this planner to help make this year your most successful year yet.

Business-wise.

I do hope you have a successful year in all areas of your life, but this planner is focused on your business. It doesn’t have sections to track how many glasses of water you drink per day, plan your exercise routines, or figure out where you’ll go for date night.

I’m getting right down to business.

NO FLUFF.

No meaningless exercises or answering questions about where you see yourself in five years or “if you could do anything in the world, what would it be?”

I imagine you’d just like to start with a smooth operating business that supplies you with consistent sales, and then see where things take you.

Let’s make this the year that happens. 

WHAT YOU NEED

This planner is to help organize an existing business. It’s not a guide for starting a business, advice on how to create profitable products, or a list of all the ways you can market and sell your products. To use it, you should have the basics in place:

>> A legally operating business

>> A marketable product (i.e. people outside of friends and family have purchased your product and you know it’s something consumers are interested in buying)

If you need help with those two things, my other ebooks will be valuable to you. Specifically:

• LAWS FOR SELLING HANDMADE
• HOW TO SELL HANDMADE BEYOND FRIENDS & FAMILY

WHAT’S INCLUDED

There are 4 PDF’s included with your purchase:

1 – Ebook

2 – Yearly Review & Plan

3 – Spreadsheets

4 – Day Planner

This is an ebook and planner in one. I’m not simply giving you blank pages to fill in and figure out your year on your own. I’m teaching you the steps involved in organizing your business.

EBOOK (62 pages)

The ebook thoroughly explains each step and worksheet. It walks you through how to fill in each page of your planner and when to fill it in. It’s important to read and understand this ebook before you jump into using the planner.

YEARLY REVIEW & PLAN (33 pages)

A few examples of worksheets found in the YEARLY REVIEW & PLAN PDF (*Not actual size of pages; worksheets are to be printed on 8.5″ x 11″ paper)

The following worksheets are included in the YEARLY REVIEW & PLAN PDF:

• Yearly Review
• Yearly Plan
• Braindump
• Low-Value Tasks
• Repeating Tasks
• Quarters
• Project
• Project Tasks

SPREADSHEETS (12 pages)

The following worksheets are included in the SPREADSHEETS PDF:

• Return on Investment
• Conversion Rates
• Expense Tracker
• Sales Tracker
• Stat Tracker
• Notes

DAY PLANNER

The following worksheets are included in the DAY PLANNER PDF:

• Blank Year Calendar
• Monthly Review Worksheets
• Monthly Plan Worksheets
• Monthly Tasks Checklists
• Undated Monthly Calendars
• Undated Weekday Calendars
• Notes