The Planning Tool I Created When I Felt Scattered and Stuck at the Start of the Year
Let’s be real—starting a new year as a solopreneur can feel… a little chaotic. Too many ideas. Too many tabs open (literally and mentally).
That’s exactly where I was. So I created this Small Business Workbook to get my thoughts out of my head and onto paper—with structure, intention, and a clear plan for what actually matters.
Once I used it to reset my goals, systems, and focus, I realized it could help other women like me—solopreneurs who are juggling all the things and craving direction.
Now? I’m handing it over to you.
Why This Small Business Workbook Matters
There are a million things you could do in your business.
This workbook helps you figure out what you should do.
No fluff. No overcomplication. Just simple, strategic prompts to help you:
Reflect on what’s working and what’s not
Set goals that feel aligned (not overwhelming)
Prioritize the projects that actually move the needle
Create a clear path forward for your next 90 days
Whether you're starting the year or hitting a mid-year reset, this workbook gives you clarity when you need it most.
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What's Inside the Small Business Workbook
Year-End Reflection Pages – so you can actually learn from last year before planning the next
Quarterly Goal Planner – set priorities you’ll stick to without burnout
Systems & Services Review – map what’s working, what’s draining you, and where to pivot
Marketing & Content Prompts – brainstorm ideas that align with your goals
Space to see time versus revenue – A space to see Pareto's Principle in action. Where was your time versus your revenue?
This isn’t your typical goal-setting printable. It’s strategic, flexible, and made for real-life solopreneurs. Here’s what’s included:
Who This Workbook Is For
Women running service-based businesses who want to stop winging it
Solopreneurs ready to plan smarter, not harder
Creatives and coaches who want more clarity in their direction
Anyone who’s ever said “I don’t even know where to start” when thinking about business planning
From My Desk to Yours...
I’m a working mom, full-time professional, and side hustler turned strategist. I’ve lived that foggy, scatterbrained season—and I know the power of a clear, written plan. This workbook gave me that clarity. And now it’s yours.
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