Ultimate CEO Business Planning Spreadsheet™
The Ultimate CEO Business Planning Spreadsheet helps you track and organize all the moving pieces of your online business all in one place!
NOW YOU CAN...
- Eliminate overwhelm from multiple tracking systems in your business
- Get your business chaos under control
- Easily project out sales funnel conversions as your business grows
- Plan and track your income streams business to know exactly where your business stands
- Write better blog posts and increase your visibility
- Gain back hours of time spent on business planning and tracking every month
This system will allow you to cut back on the amount of time you are working in your business so that you can make your business work for you!
Plus, you can access your business planning and finances on ANY device including a mobile phone, tablet, or laptop/desktop. Need to plan and track business on the go? Now you can!
This is the EXACT Spreadsheet I've used to grow a business that has made over a million dollars!
21 power-packed tabs that will help you with...
- Strategic business goal planning
- Content planning for your website, email marketing, and visibility
- Sales funnel planning and tracking for optimal conversion rates
- Financial planning, tracking, and review for both income and expenses
- Live launch tracking and reviews to help improve performance
- Vital business recaps every month and year - make informed decisions using real numbers and stats
What You Will Receive
You will get...
✔️ A Google Sheet link with instructions on how to copy the spreadsheet to your own Google account
✔️ Instructions on how to save the Google Sheet as a Microsoft Excel or Apple Numbers
✔️ 15-minute video walk-through tutorial explaining how to customize and make the most of the spreadsheet
✔️ Instruction sheet detailing exactly how to use the spreadsheet
✔️ 21 tabs to easily plan your goals, content, email marketing, and more, and track finances, marketing metrics, and important stats in your business
Frequently Asked Questions
➡️ What tabs are included?
4 TRACKING TABS
Funnel tracker
Pin tracker
Affiliate tracker
Product Tracker
4 FINANCIAL TABS
Recurring business expenses
Business expenses
Business Income
Estimated taxes
8 GOAL PLANNING TABS
Quarterly goal planning
Content snapshot
Blog content planner
Email marketing planner
Visibility planner
Funnel planner
Process/SOP planner
Revenue planner
4 PERFORMANCE REVIEW TABS
Launch review
Monthly review
early financial review
Year in review
➡️ Will this spreadsheet work with Microsoft Excel and Apple Numbers?
Yes, you can easily download this spreadsheet from Google Sheets for use in either program.
➡️ Can I use this template to create my own product?
No, this is NOT a digital product template for you to create a product of your own with. You are receiving a single-use license to use this spreadsheet for your business and NOT to resell.
➡️ When will this item ship?
This is a digital product delivered via Google Sheets. Nothing will ship.
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Recently, I ended a partnership with a business partner. This spreadsheet is helping me reset my business goals and strategically plan as I move forward.
Ultimate CEO Business Planning Spreadsheet™
Let customers speak for us
from 164 reviewsThere are more ideas here than I could ever use and the instructions are so easy to understand! I love flash sales, so this makes my life a lot easier when I am trying to think of how to spin them. Thank you!
This blew my mind. I get stuck on tech and so time saving hacks are probably my favourite thing. Hayley’s training is simple and to the point (I can’t stand waffle) but more than that she’s given me top, top recommendations for chrome extensions and tools
Just buy it - it’s a no-brainer
100000% buy it
Sure, I could use a plain envelope for my budgeting and receipts, but they tend to get overlooked and misplaced because they just don't stand out. I've also tried using plastic envelopes, which I like, but they're bulky. There's something really nice about being able to tuck the entire envelope into my monthly files when I close out my budget each month. All the expenses are right there on the envelope, making it so easy! It doesn't hurt that they're pretty and it's so easy to print out more whenever I need them. Great price & simple solution.
Quick Win Workshop: How to Increase Your Revenue by Ditching Display Ads
This workshop had many great tips for creating and packaging spreadsheets to sell.
I learned so much and absolutely LOVE having access in the podcast feed! It has really helped me to digest the information in a way that works for my busy life!
As usual everything is explains simply and clearly. I thought I had figured out all the for saying things in Google spreadsheets but I actually learned more!
Such a great course to turn passion into a thriving source of income.
Very helpful prompts. Got some good data from these prompts. Good.
I love the course and want to buy them all. 🙏❤️
Monica did an amazing and thorough job on my shop audit. She covered all of the points and questions I requested and was able to give me practical feedback to enhance my shop. I would 100% recommend this if you want honest professional feedback on how to improve your online shop!
The only reason I’m giving the review 4 stars is I would have like to have received a little more analysis of my product offerings. Otherwise, the audit was great and I’m glad Monica confirmed that I implemented most of the instructions from the Digital Shop Experience (now this you must sign up for if you are running or thinking of starting a digital product shop!)
I found the audit very helpful and insightful! Highly recommend.
Monica has a great way of breaking down information into bite size pieces that still pack a huge punch. No fluff... just straight to the good stuff that will help grow your business.
I did this one live and came back to buy it. It gets me inspired and coming up with new ideas every time I go through it.