Free planner for business owners

Set the goal. Get the roadmap. Hit it.

Turn a big sales goal into a SMART goal, see exactly how many leads and customers it takes, and get a step-by-step roadmap with a daily schedule that reminds you on your phone. Free, and it saves on your device as you type.

1Your 12-month vision

Picture your business a year from now. What does a great day look like? Revenue, team, clients, free time.

My business in 12 months

2Make it a SMART goal 0/5 SMART

Specific, Measurable, Achievable, Relevant, Time-bound. Each box turns green as your goal gets sharper.

What will you achieve?

Where you are today Target number Unit Deadline

How will you get there? Why does it matter to you?

3The sales math

Work backward from your revenue goal. This is the number of leads and conversations it really takes.

Monthly revenue goal ($) Average sale ($) Close rate (%) Reach-to-lead rate (%)

4Your roadmap

Pick up to three focus areas. Your roadmap splits the goal into milestones with targets and action steps. Tick them off as you go.

5Your daily plan

Two protected blocks a day move the goal: a money block for leads and sales, and a build block for systems and delivery. Edit any time or title.

Wake up Work starts Work ends

Calendar works on every iPhone and Android: each block repeats daily with an alarm 5 minutes before. Push reminders come from the Beyond app; on iPhone, add the site to your home screen first.

Free downloads

Print them, fill them in, keep them on your desk.

SMART Goals & 90-Day Roadmap WorkbookPDF · goal worksheet, sales math, 12-week plan, weekly scorecard Local SEO & Google Profile ChecklistPDF · 40 steps to show up on Google Maps

6Save your plan and get help hitting it

Send your plan to Ethan. He'll look it over and text you the one change that would help most. Free, no obligation.