Turn Your Next 12 Months Into A Plan You’ll Actually Use
How to use it in 3 steps
Set your 12‑month revenue and personal income targets.
Map offers, price, and volumes—then budget major investments.
Commit to your quarterly targets and action steps; review monthly to stay on track.
Watch the YouTube video below for more guidance/
A simple, CFO-designed worksheet to set revenue and personal income targets, map your offers, plan investments, and commit to quarterly actions—so you can grow with clarity and pay yourself consistently.
What You'll Get Inside:
Worksheet for goal-setting: define sales, revenue, and personal income targets for the year.
Easy-to-follow template to plan revenue, your compensation, expenses, major investments,
A quarterly breakdown of your plan
Space to plan launches, new services, or major upgrades so you never miss opportunities.