Small Business

PLANNER BUNDLE
This Planner Belongs To
 Business Overview
Name: Phone: Address:

Email: Website:

About Social Media Handle

Gender: Income: Martial Status: Age Range:

Children : Location: Interests:

Yes No
 Daily Plan
Date:

Daily Focus:

Task Notes Done

 Daily Review DATE :

TOP 5 ACCOMPLISHMENTS

WHAT DID I DO WELL ? WHAT I NEED TO IMPROVE ?

LESSONS LEARNED GRATEFUL FOR

DAILY SUMMARY

DAILY SCORE

HOW CAN NEXT DAY BE BETTER ?

 Weekly Plan
Month: Year:
Week 1:
Week 2:
Week 3:
Week 4:

Top Priority Goals Focus This Month

 Weekly Review DATE :

TOP 5 ACCOMPLISHMENTS

WHAT DID I DO WELL ? WHAT I NEED TO IMPROVE ?

LESSONS LEARNED GRATEFUL FOR

WEEKLY SUMMARY

WEEKLY SCORE

HOW CAN NEXT DAY BE BETTER ?

 Monthly Planner
Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday
 Monthly Review
This Month I Achieved

What Worked What Didn't Work

Do More Work Do Less of

 Monthly Budget
Income Expenses

Income-1 Month

Income-2

Other Income Budget

Total Income

Bill to be paid Due date Amount Paid Notes

Notes
 Monthly Calendar
Sunday Monday Tuesday Wednesday Thursday Friday Saturday

To-Do List Notes

Monthly Set Task
Important

Not Important
 To Do List
Must Do Should Do

Could Do If Have Time

 Annual Finance
Month Income Expenses Savings
January

February

March

April

May

June

July

August

September

October

November

December

Total
 Annual Overview YEAR:

JANUARY FEBRUARY MARCH

APRIL MAY JUNE

JULY AUGUST SEPTEMBER

OCTOBER NOVEMBER DECEMBER

 Personal Finance Tracker
MONTH OF:

Monthly Income Daily Spend

Income Planned Actual Diference

Monthly Expenses
Date Description Amount Paid

Monthly Balance
Estimated Actual Difference

Income

Expenses

Total Left
 Habit Tracker
Week of:

Habit Sun Mon Tue Wed Thu Fri Sat

 Important Meeting
Date Location Meeting
To-Do Business
Important

Not Important
 Product Planner
Product Name: Budget:

Total Expenses: Profit:

Supplies Needed Checklist

Description Notes
 New Product Planner
Name: Top Keywords

Type:

Price:

Duration:

Go Live:

Inspiration
Description

Notes
New Product List
Category Category

Category Category
 Product Evaluation
Top Sellers QTY Price Why did it work

Top Sellers QTY Price Why did it work

Top Sellers Top Sellers

 Packaging Planner
Product Packaging Supplies

Weight: Name Supplier Cost Notes

Length:

Height:

Depth:

Product Packaging Supplies

Weight: Name Supplier Cost Notes

Length:

Height:

Depth:

Product Packaging Supplies

Weight: Name Supplier Cost Notes

Length:

Height:

Depth:

Product Packaging Supplies

Weight: Name Supplier Cost Notes

Length:

Height:

Depth:
 Suppliers List
Suppliers Name Phone Email Address
 Goals Tracker
Goal Action Steps Deadline Done
 Goals Planner
Goal Steeps to task

1.
2.
3.
4.
Deadline: Achieved
5.

Goal Steeps to task

1.
2.
3.
4.
Deadline: Achieved
5.

Steeps to task
Goal
1.
2.
3.
4.
Deadline: Achieved 5.

Steeps to task
Goal
1.
2.
3.
4.
Deadline: Achieved 5.

Steeps to task
Goal
1.
2.
3.
4.
Deadline: Achieved 5.
 Goal Action Plan
Goal

Start Date: End Date:

Goal Progress:

Action Steps Possible Obstacles

How To Overcome Obstacles

 Seasonal Idea
January February March

April May June

July August September

October November December

Improvement Planner
Action Result

Action Result

Action Result
Campaign Tracker Month:

Start Date End Date Product Platform Cost Revenue

 Inventory Log
Date Item Made to Order QTY Cost Price Profit

Notes
 Customer Follow Up List
Name Phone Address Order Date Follow Up
 Advertisement Tracker
Start Date End Date Price Results Platform
 Budget Spreadsheet
Income Over or Under Actual Estimate

Total
 Invoice
Name:

Address:

# Invoice:

Invoice Date:

Bill To:

Due Date:

Product Name Affiliate Link Price Commission %

 Shipping Tracker
Shipping
Date Order# Customer Tracking# Fee
Method
 Order Form
Customer Details

Name: Address:

Phone:
Customer Note:

Email:

#Item Description Quantity Unit Price Total

Shipping Details Subtotal

Tax:
Shipping Method:
Shipping:
Date Shipped:
Discount:
Tracking Total:
 Order Tracker
Date Order Customer QTY Item Shopping Date
Sales Tracker Month:

Date Order Product QTY Price Fees Total

 Income Tracker Date:

Date Source Description Amount

 Profit Tracker
Product Price Cost Fees Shipping Profit
 Profit & Loss Tracker
Revenue Cost Fees Shipping Taxes Profit Net Profit
 Coupons & Discounts
Date End Date Coupon Code Discount Used Revenue
 Monthly Bill Tracker
Bill Date Amount Paid
 Expense Tracker
Date Category Description Payment Method Amount
 Return Tracker
Date Order# Customer Reason for Return Tracking # Receive Refunded
 Post Planner
Post Title:

Topic:

Platform:

Publish Date:

Description Checklist

Hashtag Links to Include Notes

Facebook Post Planner
Post Post Number

Date

Notes

Post Post Number

Date

Notes
 Password Tracker
Website:

Username:

Password:

Notes:

Website:

Username:

Password:

Notes:

Website:

Username:

Password:

Notes:

Website:

Username:

Password:

Notes:
 Contact List
Name:

Phone:

Email

Address:

Name:

Phone:

Email

Address:

Name:

Phone:

Email

Address:

Name:

Phone:

Email

Address:
Social Media Planner Week of:

Day Platform Post Time Stats

Sunday

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday
 Product Evaluation
Top Sellers QTY Price Why did it work

Worst Sellers QTY Price Why did it work

Start Doing Stop Doing

 Online Statistics
Total Views Subscribers

January

February

March

April

May

June

July

August

September

October

November

December

Total Orders Total Revenues Total Sellers Worst Sellers Traffic Source

January

February

March

April

May

June

July

August

September

October

November

December
 Hashtag Research
Topic: Topic: Topic:

Hashtag Reach Hashtag Reach Hashtag Reach

Hashtag Reach Hashtag Reach Hashtag Reach

Notes
 Campaign Manager
Description:

Campaign Name:

Launch Date:

Platform:

Budget:

Actual Spend:

Campaign Result:

Successful

Description:

Campaign Name:

Launch Date:

Platform:

Budget:

Actual Spend:

Campaign Result:

Successful
Advertising Tracker Month:

Product Start Date End Date Platform Ad Revenue

Spend
Important Date
Notes
Important Notes
Doodle