The Brilliant Business Planner

business address:
Business Formation Date:
State License Number:
Federal EIN:
BrilliantBusinessMoms.com

Use this page to brainstorm everything you would like to do this year along with all of your top
priorities and passions. Don’t overthink it, just start writing!
What I’d Like To Do + What Matters Most

1.
2.
3.
4.
5.
It’s tempting to tackle everything on the list you just made, but you’ll spread yourself too thin if you
attempt them all. Start by solidifying your top 5 passions then choose just one most important goal for
each.
My Top 5 Passions + Goals
passion
passion
passion
passion
passion
goal
goal
goal
goal
goal

In order to get your big goal done, you’ll need to get specific. Write out all the little steps you’ll need to take to
get there. You may rearrange them or add new items over time. This list will keep you focused on the next task at
hand instead of wandering off task or wondering where to start.

Big Goal Mind-MappingBig Goal Mind-Mapping
This is another way to map out your big goal. Write down everything you can think of and add spokes and
bubbles to make connections.

My Top 3 Tasks: My Top 3 Tasks:
Business Personal

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
5
6
7
8
9
10
11
12
1
2
3
4
5
6
7
8
9
Be Brilliant!
Jun 29 Jun 30 Jul 01 Jul 02 Jul 03 Jul 04 Jul 05

descriptioN amount
product sales
wholesale
ad revenue
affiliate revenue
sponsorships/freelance
other
total:
Monthly Income for Month of:
descriptioN amount
product sales
wholesale
ad revenue
affiliate revenue
sponsorships/freelance
other
total:
Monthly Income for Month of:

description amount
cost of goods sold
marketing / promotion
subscription services
legal and professional
office expenses
postage and delivery
supplies (not cost of goods)
fees/interest
website
other
total:
Monthly Expenses for Month of:
description amount
cost of goods sold
marketing / promotion
subscription services
legal and professional
office expenses
postage and delivery
supplies (not cost of goods)
fees/interest
website
other
total:
Monthly Expenses for Month of:

Category Post Title
jul 1
jul 2
jul 3
jul 4
jul 5
jul 6
jul 7
jul 8
jul 9
jul 10
jul 11
jul 12
jul 13
jul 14
jul 15
jul 16
jul 17
jul 18
jul 19
jul 20
jul 21
jul 22
jul 23
jul 24
jul 25
jul 26
jul 27
jul 28
jul 29
jul 30
jul 31
po
s
t
d
o
n
e
c
h
ec
k
s
eo
s
et
ph
o
t
o
a
lt
ta
g
s
fa
c
eb
o
o
k
pin
t
er
es
t
t
w
it
t
er

Top Targets
guest post idea
pitched
1st
Contact
Date
2nd
Contact
Date
Feature
Date
post
promo
Website
contact name
Email
Notes
Website
contact name
Email
Notes
Website
contact name
Email
Notes
Website
contact name
Email
Notes
F
p
t
ig
g+
F
p
t
ig
g+
F
p
t
ig
g+
F
p
t
ig
g+
Guest Post Planner

F
p
t
ig
g
F
p
t
ig
F
p
t
ig
g+
g+
Name
Website
Email
Notes:
Name
Website
Email
Notes:
Name
Website
Email
Notes:
Name
Website
Email
Notes:
sponsor
t
y
pe(s
po
n
s
o
r
ed
po
s
t
,g
iveaw
a
y
,
a
d
)
s
ta
r
t
d
at
een
d
d
at
e
pa
y
m
en
t
pr
o
m
o
t
e
Blog Sponsors
F
p
t
ig
g
F
p
t
ig
F
p
t
ig
g++
g++
sponsor
t
y
pe(s
po
n
s
o
r
ed
po
s
t
,g
iveaw
a
y
,
a
d
)
s
ta
r
t
d
at
een
d
d
at
e
pa
y
m
en
t
pr
o
m
o
t
e
Blog SponsorsBlog SponsorsBlog Sponsors
F
p
t
ig
g+

pr
izes
N
O
T
IFIED
em
a
il
A
D
D
R
ES
S
w
in
n
er
D
AT
ES
H
IPPED
giveaway name:
start date:
end date:
giveaway cost to me:
sponsor / host info:
Giveaways
Followers @ Start Followers @ End
Email subscribers
facebook
pinterest
instagram
twitter
other
other
pr
izes
N
O
T
IFIED
em
a
il
A
D
D
R
ES
S
w
in
n
er
D
AT
ES
H
IPPED
giveaway name:
start date:
end date:
giveaway cost to me:
sponsor / host info:
Giveaways
Followers @ Start Followers @ End
Email subscribers
facebook
pinterest
instagram
twitter
other
other

m
o
n
t
h
ly
pa
g
eview
s
s
h
o
pfavo
r
it
esfa
c
eb
o
o
k
pin
t
er
es
t
t
w
it
t
er
in
s
ta
g
r
a
m
em
a
ils
u
b
s
c
r
ib
er
s
s
h
o
pview
s
o
t
h
er
Monthly Stats
jan
feb
mar
apr
may
jun
jul
aug
sept
oct
nov
dec
m
o
n
t
h
ly
pa
g
eview
s
s
h
o
pfavo
r
it
esfa
c
eb
o
o
k
pin
t
er
es
t
t
w
it
t
er
in
s
ta
g
r
a
m
em
a
ils
u
b
s
c
r
ib
er
s
s
h
o
pview
s
o
t
h
er
Monthly Stats
s
u
b
s
c
r
ib
er
s
Monthly Stats
s
u
b
s
c
r
ib
er
s
jan
feb
mar
apr
may
jun
jul
aug
sept
oct
nov
dec

New Product Planner - A Year at a Glance
Holidays product ideas complete
by
planned promotions
& shows
July
4th - Independence Day
Aug
Back To School
SeptOct
31st - Halloween
Nov
11th - Veteran’s Day
26th - Thanksgiving
Dec
6th - Hanukkah
Begins
25th - Christmas
31st - New Year’s Eve
Jan
1 - New Year’s Day

Product:
Materials total cost
cost per
unit
cost per
product notes
labor total cost
cost per
unit
cost per
product notes
=total
x1.1 =wholesale
x2 =retail
Product:
Materials total cost
cost per
unit
cost per
product notes
labor total cost
cost per
unit
cost per
product notes
=total
x1.1 =wholesale
x2 =retail

Top Targets
Type: Giveaway,
Review, Feature,
Interview, Other
1st
Contact
Date
2nd
Contact
Date
Feature
Date
Website
contact name
Email
Notes
Website
contact name
Email
Notes
Website
contact name
Email
Notes
Website
contact name
Email
Notes
Product:
Estimated Product Completion Date:
Marketing Plan start Date:
Product Marketing Plan

1s
t
c
o
n
ta
c
t
d
at
e
2
n
d
c
o
n
ta
c
t
d
at
e
n
o
t
es
o
r
d
er
store name
contact name
address
email
phone
website
store name
contact name
address
email
phone
website
store name
contact name
address
email
phone
website
Wholesale Targets

Advertising Decision Matrix
potential targets
Page
Views/
Month
Duration
Size/
Placement
Cost
Cost/
Pageview
Website
Contact Name
Contact Email
Website
Contact Name
Contact Email
Website
Contact Name
Contact Email
Website
Contact Name
Contact Email
Website
Contact Name
Contact Email
Website
Contact Name
Contact Email
Website
Contact Name
Contact Email

website
C
A
M
PA
IG
N
D
AT
ES
t
o
ta
lC
O
S
T
O
T
H
ERN
O
T
ES
t
o
ta
lC
LIC
K
S
Advertising Results
C
O
S
T
PER
C
LIC
K
C
O
S
T
PER
S
A
LE
t
o
ta
ls
a
les

December 2015
S M T W T F S
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
December 2015
S M T W T F S
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
November 2015
S M T W T F S
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
November 2015
S M T W T F S
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
October 2015
S M T W T F S
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
October 2015
S M T W T F S
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
September 2015
S M T W T F S
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30
September 2015
S M T W T F S
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30
August 2015
S M T W T F S
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
August 2015
S M T W T F S
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
July 2015
S M T W T F S
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
July 2015
S M T W T F S
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
HABIT:
HABIT:
Habit Tracker

Financial Summary
income expense net income
January
february
march
april
may
june
July
August
September
October
November
December
Total
Income - Expenses = Net Income

Business Mileage Tracker
date
miles
driven
destination
name
destination
location
(city or
area)
business
purpose
odometer other expenses
start stop type amount
other
expenses
total:
total
miles
driven:
x
mileage
rate = $

The Brilliant Business Planner

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