DAY ONE

2021 DEBRIEF & FORECAST

How much has your list grown in 2021 ?

How many sales calls have you had in 2021 ?

How many new sales in 2021 ?

How much did you spend on software / biz expenses this year?
Which of your products sold the most units?

Which products made the most profit?

What activities produced the most results (ie: emailing, live events, ig stories, fb
lives, reels)?

Which social platform produced the most results?

Which content did your audience most relate to? Which got the best feedback or
response?
THE SYSTEM OF SYSTEMS
Which areas of your business took up the majority of your time?

Sales system -

Marketing system-

Growth system -

Operations system -

Which do you WISH was taking up your time?

If you could give 100% how much % would you give to each system above?

What will you need to eliminate, delegate or automate in order to make that a
reality?

What limiting beliefs have been holding you back or tripping you up in 2021?
What can you do to eliminate that limiting belief?
 DAY TWO: THE FORECAST
what is your 2021 income target?

how many new leads do you need?

how many sales calls should you book?

how do you feel about hitting these targets?

is this realistic?
does this excite you?
What was the most important (to you) goal you set at the beginning of 2021?

Would you make any changes to that goal now?

What will it take for you to hit that target?

How much growth will you need?

What type of nourishment will this goal require?

When will you put out that nourishment?

How many Sales?

How often will you make offers?

Will you have a ”launch period”? When?

What will you do each month to get you to that target?

Can you give each month a theme? Can you give each month a number?

July

August

September

October

November

December

Which areas of your business will you spend the majority of your time in to hit
that target?

Sales system -

Marketing system-
Growth system -

Operations system -

Now that you have a clear idea of the rest of your year. If you could give 100%
how much % will you give to each system above?

What mindset practice will you commit to in order to support you hitting those
goals?
 PROJECTING NEXT QUARTER:
This is one of my favourite things to do and gets me so excited for every quarter,
I personally use this spreadsheet below but you can also do it manually. (old
school with a calculator and some paper!)

USE ALYSSA’S SPREADSHEET

Here is a video on how to use it

2021 PLANS NOTES AND GOALS:
 NOW THAT YOU’VE COMPLETED
TWO DAYS OF THE BIZ AUDIT...
Are you ready to take this plan and make the rest of the year your most
profitable yet?

Join us in Your Most Profitable Quarter Yet a step by step process for growing
and scaling your freedom
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system that will help you slingshot
your business 10 steps ahead.

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Our next call is Wednesday, hope

to see you there.

xoxo, Alyssa