For the busy service provider who needs a kick-start to strategically planning the month(s), quarter(s) and year ahead!

This template is designed to help you begin using it immediately.

ClickUp Annual Planning Template + Mini Training

included in this goodie

Snag it for $67

✓ A mini training on how to strategically review the current or past year(s), and define a path forward for the new year
✓ Step by step instructions on setting your goals for the new year
✓ 3 List Views to help you eliminate the data overwhelm for quick progress review
✓ Kanban view to quickly visit goals by current status
✓ Ideas and brain dump KPI document to assist you in turning ideas into action plans.

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I analyze your current systems and client journey in order to simplify it so that you can easily scale your business.

Hey there, I'm Ashley!

Chief Systems Officer

Systems Setup & Automation

Business Growth Planning