PRODUCTIVITY PLANNER GRATITUDE JOURNAL CONTENT

JAN DAILY REVIEW CONTENT PLANNER

FEB WEEKLY REVIEW CONTENT IDEAS
MAR GRATITUDE WORKSHEET BRAND GOALS
APR DAILY GRATITUDE CONTENT AUDIT
MAY WEEKLY REFLECTIONS CONTENT BRAINSTORM
JUN JOURNAL PROMPTS PRE-PUBLISH CONTENT
JUL PROMO CHECKLIST
AUG MINDSET CONTENT UPDATE
SEP LIMITING BELIEFS REPURPOSE
OCT WORKING ON MINDSET FEATURES VS BENEFITS
NOV FEAR SETTING WEEKLY RESULTS
DEC CONTENT FUNNEL
DAILY PLAN CONTENT RESEARCH
BUSINESS FINANCES
WEEKLY PLAN BLOG PLANNER
EXPENSE TRACKER
MONTHLY PLAN EMAIL PLANNER
TAX PREP
YEARLY PLAN NEWSLETTER PLANNER
INCOME TRACKER
VIDEO PLANNER
FINANCE OVERVIEW
TO-DO LISTS CONTENT CHECKLIST
DAILY TASKS
PERSONAL FINANCES
MONTHLY TASKS SOCIAL MEDIA
WEEKLY EXPENSES
WEEKLY TO-DO LISTS BRAND PROFILE
SAVINGS TRACKER
MONTHLY LISTS DAILY POSTING PLAN
MONTHLY BUDGET
PRIORITY POST IDEAS
NET WORTH
BILLS TO PAY BENCHMARKING
GOAL SETTING SOCIAL MEDIA GOALS
FINANCIAL FREEDOM
YEARLY GOALS POSTING SCHEDULE
EOY GOALS ADVERTISING
NOTES
WEEKLY GOALS BRAINSTORMING
MEETING NOTES
GOAL PLANNER INSTAGRAM
SKETCHPAD
GOAL SETTING FACEBOOK
GOAL BREAKDOWN TWITTER
MY GOALS MARKETING STRATEGY TIKTOK
FOCUS TRACKER STRATEGY OVERVIEW LINKEDIN
PROJECT TRACKER BRANDING KIT PINTEREST
HABIT TRACKER BRAND PROMISE GIVEAWAY CONTEST
TARGET AUDIENCE ANALYTICS
30-DAY CHALLENGES COMPETITOR ANALYSIS MONTHLY WRAP UP
30 DAY PRODUCTIVITY COMPETITOR TRACKER
AIDA MODEL SEO
VISION BOARD SEO CHECKLIST
VISION BOARD SET KEYWORD TRACKER
BRAINSTORM CONTENT TRENDS
TAKING ACTION SEARCH INTENT TRENDS
BUCKET LIST SEASONAL KEYWORDS
JANUARY 2023
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY

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
FEBRUARY 2023
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY

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
MARCH 2023
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY

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
APRIL 2023
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY

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
MAY 2023
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY

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
JUNE 2023
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY

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
JULY 2023
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY

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 2023
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY

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 30
SEPTEMBER 2023
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY

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 2023
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY

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 2023
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY

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
DECEMBER 2023
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY

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
DAILY PLANNER Date:

To-Do-List Priorities

01

02

03

Schedule

01:00

02:00

03:00

04:00

05:00
06:00
07:00
08:00
09:00
10:00
11:00
12:00
PROJECT PLANNER
Start date
Objective of project

End date

Milestones

Task Assigned to Done

Notes
MONTHLY PLANNER
Month: Main focus:

To-do list
Week 1 Week 2

Week 1 Week 2

Notes
NOV SEP JUL MAY MAR JAN
YEARLY PLANNER

DEC OCT AUG JUN APR FEB

Year:
DAILY TASKS Date:

Main Goal

Main Tasks Other Tasks

Appointments

Time Info Time Info

Pomodoro Tracker
NOTES
MONTHLY TASKS Month:

Main Goal

Main Tasks Other Tasks

Appointments

Time Info Time Info

NOTES
WEEKLY TO-DO LIST
Month:

Week:

MONDAY TUESDAY WEDNESDAY

THURSDAY FRIDAY SATURDAY

SUNDAY IMPORTANT NOTES

MONTHLY LIST Month:

01 16

02 17

03 18

04 19

05 20

06 21

07 22

08 23

09 24

10 25

11 26

12 27

13 28

14 29

15 30

31

Notes
 PRIORITY TO-DO LIST
DO NOW DO LATER
IMPORTANT

GET IT DONE SCHEDULE IT

(Important & urgent) (Important - not urgent)
NOT IMPORTANT

DELEGATE IT ELIMINATE IT
(Who else can do it) (not important, not urgent - delete)

Notes
YEARLY GOALS Year:

Goal Steps to
Take
QUARTER 01

Goal Steps to
Take
QUARTER 02

Goal Steps to
Take
QUARTER 03

Goal Steps to
Take
QUARTER 04
END OF YEAR GOALS
GOAL WHY HOW

GOAL WHY HOW

GOAL WHY HOW

GOAL WHY HOW

 Date:
WEEKLY GOALS
Goal Steps to
Take
MON

Goal Steps to
Take
TUE

Goal Steps to
Take
WED

Goal Steps to
Take
THU

Goal Steps to
Take
FRI

Goal Steps to
Take
SAT

Goal Steps to
Take
SUN
GOAL PLANNER Date:

The Goal

The Strategy Steps to Take

Notes
GOAL SETTING Date:

Use this worksheet to compare the pros and cons of potential impactful future decision so
you get some clarity on what you should do and hopefully make a better decision

Decision/Problem

Pros Cons

Notes
GOAL BREAKDOWN

The goal -

Action steps

The goal -

Action steps

The goal -

Action steps

The goal -

Action steps
MY GOALS

Goal Action plan

3
MONTHS

Goal Action plan

6
MONTHS

Goal Action plan

1
YEAR
FOCUS TRACKER
Main focus:

Start date: End date:

Breakdown of main focus

Smaller tasks

Notes
 Start Date:
PROJECT TRACKER End Date:

Project Description

Key Activities Other Tasks

Progress Tracker

01

02

03

04

05
HABIT TRACKER
Month: Week:

Description of new habit

3 REASONS WHY I WANT TO START THIS HABIT

1
2
3

1 2 3 4 5 6 7 8 9 10 Reward for
accomplishing
11 12 13 14 15 16 17 18 19 20

21 22 23 24 25 26 27 28 29 30

What might stop me What will keep me going

30-DAY PRODUCTIVITY
CHALLENGE
Plan your Set some Start writing
Get 8 hours Try planning
days in new SMART daily TO-DO
sleep all meals
advance goals lists

Declutter Start taking Do 30 Eat breakfast

Clean your
Reduce any
your working daily walks minutes of every day
kitchen
distractions
space outside exercise cupboards

Take a break Wake up 1 Drink 8

Organize Stop
from social hour glasses of
your desktop multitasking
media earlier water

Make use of Delegate an Brain dump Use the

Meet a new
planning unimportant at the end of pomodoro
milestone
tools task the end technique

Create a Find your

Take Go to sleep 1
productivity Try peak
regular hour earlier
music meditation productivity
breaks
playlist time

Try
Be realistic
Work journaling Set Learn to say
about your
smarter your boundaries no
goals
thoughts

How did you get on?

VISION BOARD Date:

Wealth Health

Love Career

Fitness Family

Spiritual Personal Growth

ACTION BRAINSTORM

START
DOING

DO
MORE

KEEP
DOING

DO
LESS

STOP
DOING
TAKING ACTION Date:

I am Going to What Limiting Beliefs do I

have to overcome to
achieve this

01 02

What Steps do I have to take What Tools/Skills do I need

to get started to
get started

03 04

Why am I doing this What negative things will

happen if I don’t do this

05 06
BUCKET LIST Date:

Achievements Experiences

On this side, write down all the things you On this side, write down all the things you
want to ACHIEVE in your life - physically, want to EXPERIENCE in your life -
financially, relationship wise, career etc. happiness, new places, foods, etc.
DAILY REVIEW
Date: How I felt 1-10:

What did you accomplish today & how did it make you feel?

The best 3 things that happened today What you enjoyed most about your day

Moments that made you smile Things that challenged you

How could you do things differently going forward?

WEEKLY REVIEW
Date: Week of:

Rate your week

1 2 3 4 5 6 7 8 9 10

The highlight of my week

3 things i'm grateful for

What did i accomplish What worked well this week

GRATITUDE WORKSHEET
Date:

I am Thankful for:

Even if they’re really small things like warm sunrays on your face

How are my challenges making me learn:

For example if you have a conflict with someone, you may be

learning how to handle yourself gracefully in difficult situations

The people in my life I’m really thankful for:

Make a list of special people in your life and why you’re really thankful that you have them in your life

Things I’m looking forward to:

What are some great things and opportunities you’re looking forward to. How can you have more such things?
DAILY GRATITUDE
3 things I'm grateful for Today's date

2 Quote of the day

I'm thankful for...

3 Gratitude affirmations

Gratitude tasks Reasons to be grateful

Journal

Compliment someone

Meditation

Do something nice for someone

Practice positive talk

WEEKLY REFLECTIONS Date:

Start of Week

What I am looking forward to

Weekly Affirmations What I am greateful

for

End of Week

Best things that happened this

week

How could I have made this week even

better?
JOURNAL PROMPTS

What is your What are you Letter to your What are your Best thing that
favourite proud of? future self goals? happened
memory? today?

Best thing you Positive Where do you What did you Something that
ate today? affirmations see yourself in 5 accomplish made you laugh
years? today?

3 things you How was your Write your A time you felt A challenge you
love about day? bucket list safe have overcome
yourself

3 things you are How would you Where do you

Your 3 biggest Who do you
most grateful like to improve want to be in 10
strengths admire most?
for tomorrow? years time?

Write about the Reflection on a Favourite place What makes What does your
people you love book you read you've you feel dream day look
travelled? confident? like?

Write a thank Who do you feel What would be

What are your connected to? What inspires
you note to core values? your dream
you?
someone job?
LIMITING BELIEFS
What belief is holding me back?

Where did this belief come from?

How has it served me in the past and why it’s now harmful for
me?

What is better/more productive alternative for this belief?

WORKING ON MINDSET
In this exercise try to indentify your own mindset in a variety of categories and then write
down what would be more productive mode of thinking instead (by productive I mean
anything that will make you take action and actively work on a solution ratehr than just
accept things as they are). On the next page you can also identify your own unique
limiting beliefs and how you could reframe them.

How do ussually I react to challenges & how I can improve?

How do I usually react to criticism & how I can improve?

How do I react when I don’t know what to do next? Is it

productive?

Am I taking responsibility for my own actions and current

situation?
If yes/no, how so? Is this helping me to get forward and
how?
FEAR SETTING
This exercise is loosely based on a section from Tim Ferriss’s “4 Hour Work Week” and
involves thinking about the worst possible outcomes of an action you know you should
take but are too afraid to execute. This allows you to write three categories for each
action. First the worst possible outcomes. Second how to prevent these outcomes. And
third, when these outcome realy come to pass, how you can mitigate the adverse effects.
This should help you come to a realization that the things that you’re afraid of are really
not that bad. The final category to fill out is what would happen long term if you decided
not take take the desired action (this helps you use a proverbial stick on yourself to push
yourself towards taking action).

What action do you wish to take?

The worst How to Prevent How to Repair

outcomes

What will happen long term (1 year, 5 year, 10 years+) if you don’t take this
action?
EXPENSE TRACKER Period:

Item Budget Actual

Food

Housing

Health

Insurance

Going Out

Eating Out

Eating Out

Clothing

Travel

Leisure

Self Care

Education

Training

Transport

Phone

Unforseeable

Culture

Total
TAX PREPARATION Year:

Item Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Mortage

Car

Health

Insurance

Gas

Water

Clothing

Electricity

Phone

Education

Transport

Training

Meals
Subscriptions

Internet

Insurance

Total

Yearly Total
INCOME TRACKER
MONTH INCOME EXPENSES PROFIT NOTES

JANUARY

FEBRUARY

MARCH

APRIL

MAY

JUNE

JULY

AUGUST

SEPTEMBER

OCTOBER

NOVEMBER

DECEMBER

TOTAL
FINANCE OVERVIEW
MONTH SAVINGS INCOME EXPENSES DEBT

JANUARY

FEBRUARY

MARCH

APRIL

MAY

JUNE

JULY

AUGUST

SEPTEMBER

OCTOBER

NOVEMBER

DECEMBER

TOTAL
WEEKLY EXPENSES Date:

Planned Budget: Actual Expenses:

MON
TUE
WED
THU
FRI
SAT
SUN
SAVINGS TRACKER Year:

Week Deposit End Balance Week Deposit End Balance

01 27

02 28

03 29

04 30

05 31

06 32

07 33

08 34

09 35

10 36

11 37

12 38

13 39

14 40

15 41

16 42

17 43

18 44

19 45

20 46

21 47

22 48

23 49

24 50

25 51

26 52
MONTHLY BUDGET
Month:

Monthly Income

Date Source Description Amount

Fixed Expenses

Date Description Notes Amount

NET WORTH
Reminder:

Variable/other expenses

Date Description Notes Amount

Savings Totals

Acc. Savings name

Total income

Minus fixed
expenses
Starting
balance Minus
savings

Left for variable

Amount expenses
added Minus actual
variable
expenses

TOTAL TOTAL

Debt

Debt name Starting amount End amount

BILLS TO PAY
Year:

Amount Bill details Due J F M A M J J A S ON D

FINANCIAL FREEDOM
PHASE #1 Action Steps

Start End

Progress

PHASE #2 Action Steps

Start End

Progress

PHASE #3 Action Steps

Start End
Progress
MEETING NOTES
Meeting name/topic Time Date

Attendess

Agenda
Objectives
STRATEGY OVERVIEW
MAIN SERVICE/PRODUCT: SECONDARY SERVICE/PRODUCT:

HOW DO YOU REACH YOUR CLIENTS: YOUR UPSELL PRODUCT/SERVICE:

How will people know about what you do and how What is the main product service you will offer and
you can help them? what problem it will solve for the customer?

WHAT MESSAGE TO YOU WANT TO CONVEY:

What makes you and your product/service different - think of this as you brand story.
Ex. you wanted to start a business but there were no suitable business planner bundles available for a reasonable cost
that actually looked good so you started creating business planners (hint - that’s what I’m doing:)
 BRAND MOOD BOARD

Textures,
Backgrounds,
Imagery,
Settings,
Moods,
Art associated
with your brand
 BRANDING KIT
Logo: Fonts:

Brand Color Hex Codes:

Key Message: Notes:

 BRAND PROMISE
A simple statement that is a promise, a commitment to the people who
interact with you. It's used to guide your principals, inspire you, and
connect all your brand strategy together.

Vision Mission

Products Customers

Benefits Customer Needs

Why me? Value Proposition

 TARGET AUDIENCE
Time to dig deep and start thinking about whom you want to attract! Knowing your
ideal customers will help you understand how your services match to their needs and
how you can help solve their pain points.

Gender Age Location

Education Income Level Occupation

What do they do in What are their favorite brands

their free time? and influencers?

What are some of their biggest frustrations?

COMPETITOR ANALYSIS
WHO ARE YOUR WHAT ARE
TOP(3) COMPETITORS? THEY OFFERING

WHO ARE THEIR STRENGTHS AND WEAKNESSES?

Strengths: Weaknesses:

HOW ARE THEY REACHING THEIR CUSTOMERS?

Are they reaching new customers through ads, youtube content, blog posts etc.
how did you find out about them?

WHAT IS YOUR COMPETITOR PRICING?

This gives you an idea how much you can/should charge.

COMPETITOR TRACKER
WEBSITE: COMPETITOR:
ADVERTISING
PRODUCTS PRICE QUALITY QUALITY SELECTION METHOD LOCATION

WEBSITE: COMPETITOR:
ADVERTISING
PRODUCTS PRICE QUALITY QUALITY SELECTION METHOD LOCATION

WEBSITE: COMPETITOR:
ADVERTISING
PRODUCTS PRICE QUALITY QUALITY SELECTION METHOD LOCATION
AIDA MODEL
The AIDA model is an acronym - it stands for attention, interest, desire, and action. It is a
model used in marketing that describes the steps a customer goes through in the process
of purchasing a product. If you're a beginner copywriter apply this formula as it helps you
create content that grabs attention and engages your audience, you’ll incite a curiosity
that leads your audience to discover what your brand actually does.

ATTENTION

INTEREST

DESIRE

ACTION
CONTENT PLANNER
Platform Post date Posted

Main content / Caption Key points

1

Sponsore Ad Colla
d b
Call to action Link

RESOURCES / INSPIRATION CHECKLIST

Create content / Write caption

Call to action & Links
Create graphics / Thumbnails
Check spelling / Test links
Schedule / Publish

RESULTS & STATISTICS

Was my post popular? Audience Likes Comment

comments, thoughts & suggestions. s

Link clicks New

followers
CONTENT IDEAS
Post title Platform

SPECIAL CONTENT BY OCCASION

Post title Occasion Platform

SPECIAL CONTENT FOR HOLIDAYS

Post title Holiday Platform

GOALS & OBJECTIVES
Why are you producing this content?

Current Metrics

Average Monthly Average Monthly

List size Average EPC
Unique Visits Page Views

Notes
 CONTENT AUDIT

What type of content have you been creating?

Blog Posts

Guest Posts

Podcast

Podcast Guests

Video

Webinars

Reports

Lists

Images

What type of content do you want to try in the next 30 days?

Blog Posts

Guest Posts

Podcast

Podcast Guests

Video

Webinars

Reports

Lists

Images
CONTENT BRAINSTORM
Thinking back to your audiences, what content can you create that would solve
their problems or point them to your solution?

Problem 1

Problem 2

Problem 3

Problem 4

Problem 5
 PRE-PUBLISH CHECKLIST
Before you hit publish on your content, make sure you have all these pieces.

Headline: Headline:

Date: Date:

Is this your best title? Is this your best title?

Add a page title tag Add a page title tag

Add a meta description Add a meta description

There are appropriate h1 , h2 tags There are appropriate h1 , h2 tags

You have keywords in your content You have keywords in your content

Optimize your images for faster loading Optimize your images for faster loading

Link to outside content Link to outside content

Link to old content Link to old content

Has a call to action Has a call to action

Spell check Spell check

Grammar check Grammar check

Any missing points? Any missing points?

Paragraphs too long? Paragraphs too long?

Is it readable to the general public? Is it readable to the general public?

Invite people to engage Invite people to engage

Invite people to share Invite people to share

Links are working Links are working

Add quotes Add quotes

Tracking pixels in place? Tracking pixels in place?

 PROMOTION CHECKLIST
Don't just create content and expect traffic. Promote each piece of content like it is a
product in itself. Use this checklist to ensure you maximize your content's reach.

Headline: Headline:

Date: Date:

Share to: Share to:

Facebook Twitter Facebook Twitter

Instagram Linkedin Instagram Linkedin

Pinterest Tiktok Pinterest Tiktok

Broadcast to email list Broadcast to email list

Add to automated email sequence Add to automated email sequence

Link from previously published content Link from previously published content

Get quotes from influencers Get quotes from influencers

Tag sources, companies, or people you Tag sources, companies, or people you
mentioned mentioned
Contact people who shared similar content Contact people who shared similar content

Tell your affiliates about it Tell your affiliates about it

Reach out to affiliates personally Reach out to affiliates personally

Submit to content sites Submit to content sites

Advertise your content Advertise your content

Find questions and answer on Quora Find questions and answer on Quora

Reschedule for Social Media Reschedule for Social Media

CONTENT UPDATE
Just because your content is old does not mean it has lost its value. Use this to
breathe new life on older content.

Look at your stats and list 3 pieces of content with most traffic:

1.

2.

3.

Checklist Content #1 Content #2 Content #3

Rework the title

Add new statistics
Update recommendations
Add new recommendations
Include content upgrade
Update images
Tweak image alt-tags
Optimize for search engine
Submit to new content sites
Create new Pinterest pins
Create and schedule 12 new social posts
Share to less popular social sites
Email it to your list
Add quotes
Add statistics
Republish to other sites
Rewrite as guest post
 REPURPOSE NEW CONTENT
Make the most of the content you worked so hard on. Re-work them into different
formats to reach a wider auedience. Use this to the checklist to guide you for each
piece of content. Don't forget to do the same for old content as well.

TITLE: TITLE:

Youtube Video Tutorial Youtube Video Tutorial

Facebook Live Commentary Facebook Live Commentary

IGTV IGTV

IG Story IG Story

Blog Post Blog Post

Audio/Podcast Audio/Podcast

Slidedeck Slidedeck

Report/Ebook Report/Ebook

New Pinterest Pins New Pinterest Pins

Start a Quora Discussion Start a Quora Discussion

Infographic Infographic

Social Media Game Social Media Game

Create New Spinoff Content Create New Spinoff Content

Republish to Medium Republish to Medium

Offer to others as a guest post Offer to others as a guest post

FEATURES VS. BENEFITS
See how many features you can turn into benefits your prospects will appreciate.

Features vs. Benefits of Your Product/Service

Features Benefits
WEEKLY RESULTS
Week 1: Sales: List:

Growth %: Growth %:

Week 2: Sales: List:

Growth %: Growth %:

Week 3: Sales: List:

Growth %: Growth %:

Week 4: Sales: List:

Growth %: Growth %:

Week 5: Sales: List:

Growth %: Growth %:

Week 6: Sales: List:

Growth %: Growth %:
 CONTENT FUNNEL
TOFU
Increase Offer Awareness Increase Engagement
goal

Grow Retargeting Lists Grow Website traffic

Blog Audio Podcast Digital Magazine /Book

how

Social Media Updates Video /Video Podcast Print Magazine /Newsletter

Infographics Microsite Primary Research

MOFU
Email List / Lead Growth Initial Customer Acquisition
goal

Grow Retargeting Lists

Educational Resource Discount /Coupon Club Webinar /Events

how

Useful Resource Quiz /Survey Software Download

BOFU
Sales Increase Retention
goal

Grow Retargeting Lists Increase Buyer Frequency

Maximize Immediate Customer Value Other:

Comparison /Spec Sheet Mini Class

Demo /Free Trial
how

Customer Story Private Consultation Other:

CONTENT RESEARCH
Research the Prospect:

Demographics: Age, Gender, Income

Physchographics: Interests, Worries
Deepest Insights: Core Beliefs, Feeling, Desires
Product Reviews (Online)
Forums /Social Sites
Current customers

Name the Prospect, Provide Photo, Write Your Copy to That Individual

Research the Product/Industry/Competition:

Compile Facts related to:

Current Events
News
Seasonal Issues
Alerts
Forums/Social Sites

Conduct Google/Online Searches Using "Niche" Phrases to Discover:

Industry Specific Sites

Directories
Trade Associations
News Sites
Social Media
Forums/Social Sites

Use Other Means to Uncover "Gems"

Bookstores
Product Literature & Packaging, Ingredients etc.
Become a Customer: Use it, Experience the Buying Sequence
BLOG PLANNER

MONDAY TUESDAY WEDNESDAY

THURSDAY FRIDAY SATURDAY

EMAIL PLANNER

CAMPAIGN NAME

SUBSCRIBER LIST

SEQUENCE SHORT TRIGGER

MAIN GOAL

EMAIL 1 EMAIL 2 EMAIL 3

EMAIL 4 EMAIL 5 EMAIL 6

NEWSLETTER PLANNER

WRITE CAMPAIGN
EDIT MAILING LIST
LAYOUT EMAIL TYPE

TEST EMAIL NAME

SCHEDULED SEND DATE

SUBJECT LINE:

PRE-HEADER:

CALL TO ACTION:

CONTENT:

LINKS TO INCLUDE:
VIDEO PLANNER
PLANNED TITLE

DRAFTED CATEGORY

PUBLISHED TAGS

CONTENT PLAYLIST

DESCRIPTION SUPPLIES

CALL TO ACTION:

TARGET AUDIENCE:

NOTES:

SHARE TO:
CONTENT CHECKLIST
Keyword Research

Come up with a topic that solves a problem or answers a question

Create post outline

Create sub headlines

Write your post

Proofread your post

Include Pinterest graphic

Add images or videos

Add ALT Text to Images

Include a featured image

Include a share button

Compress images

Include call to action

Include a freebie

Add internal and external links

Optimise for SEO

Schedule post

Add affiliate links

BRAND PROFILE

NAME

LOCATION
PROFILE WEBSITE
PICTURE

HEADER IMAGE

BIO:

CALL TO ACTION:

HASHTAGS:

PROFILES THAT INSPIRE ME PROFILES IN MY NICHE

HOW CAN I DIFFER FROM MY COMPETITION:

CURRENT POPULAR TRENDS:

DAILY POSTING PLAN
DATE:

TODAY'S PROMOTERS PRODUCTS TO MARKET

Create 3 new pins

Pin to boards
Pin to group boards

Re-pin old pins

Post on Instagram story

Post on Innstagram

Post on Facebook

Post in Facebook group

NOTES
POST IDEAS
DATE:

Video tutorial / tips Challenge

Landscape photos Product teasers
Motivational quotes Flash sale
Seasonal content Reviews

Holiday content Morning routine

National days Your workspace
Trends Your inspiration
Behind the scenes DIY project

User generated content Sneak peak

Contests How-to
Giveaways Share something you've learnt
Coupons Time management tips

Event countdowns About the founder

Shoutouts Throwback Thursday
Ask questions Flashback Friday
Memes Customer testimonials

HAPPENING
INSPIRATION POSTING IDEAS
THIS MONTH
 BENCHMARKING
DATE:

PLATFORM:

POSTING
COMPETITOR HASHTAGS CONTENT
FREQUENCY

WHAT CAN I DO DIFFERENTLY? NOTES

ACCOUNTS THAT INSPIRE ME AESTHETICS BRANDING CONTENT

 SOCIAL MEDIA GOALS
PLATFORM DATE

FOLLOWS LIKES REACH ENGAGEMENT PAGE VIEWS

TARGET AUDIENCE:

PLATFORM DATE

IMPRESSIONS TOTAL AUDIENCE ENGAGED AUDIENCE ENGAGEMENTS FOLLOWERS

ACTION STEPS:
POSTING SCHEDULE
DAYS TIMES FREQUENCY ENGAGE

NOTES:
 ADVERTISING
CAMPAIGN: MAIN GOAL:

PLACEMENT:

TARGET AUDIENCE:

START: END: BUDGET: SPEND:

COST / LEAD TARGET REACH RESULTS CPC ACTUAL REACH CLICKS

CAMPAIGN: MAIN GOAL:

PLACEMENT:

TARGET AUDIENCE:

START: END: BUDGET: SPEND:

COST / LEAD TARGET REACH RESULTS CPC ACTUAL REACH CLICKS

NOTES:
BRAINSTORMING
DATE:

TOPIC

HOOK

TARGET AUDIENCE

GOAL

PLANNED DRAFTED RECORDED PUBLISHED

TOPIC

HOOK

TARGET AUDIENCE

GOAL

PLANNED DRAFTED RECORDED PUBLISHED

TOPIC

HOOK

TARGET AUDIENCE

GOAL

PLANNED DRAFTED RECORDED PUBLISHED

 INSTAGRAM
GOALS

ACCOUNTS REACHED ACCOUNTS ENGAGED TOTAL FOLLOWERS

STATS

ACCOUNTS REACHED ACCOUNTS ENGAGED TOTAL FOLLOWERS

SHORT TERM GOAL LONG TERM GOAL

ACTION STEPS DEADLINE NOTES COMPLETED

FACEBOOK
START: END: PAID ADS

MAIN GOAL: CONTENT:

CALL TO
ACTION:

TARGET AUDIENCE:

LINKS & HASHTAGS: WORDING:

RESULTS

REACH: COMMENTS:

ENGAGEMENT: CLICKS:

LIKES: SHARES:
TWITTER ANALYTICS
IMPRESSIONS ENGAGEMENT RATE LINK CLICKS RTS LIKES REPLIES

COMPETITOR IMPRESSIONS ENGAGEMENT ENGAGEMENT RATE

VIDEOS VIEWS COMPLETION RATE MINUTES VIEWED

TWEETS TWEET IMPRESSIONS PROFILE VISITS MENTIONS FOLLOWERS

TIKTOK PROFILE
USERNAME TARGET AUDIENCE

AGE GENDER INTERESTS VALUES

BIO:

CONNECTED:
HASHTAGS
:

PROFILES THAT INSPIRE ME PROFILES IN MY NICHE

HOW CAN I DIFFER FROM MY COMPETITION:

CURRENT POPULAR TRENDS:

LINKEDIN
NAME URL

TAGLINE:

CALL TO ACTION BUTTON::

INDUSTRY SIZE TYPE PHASE YEAR SPECIALITIES

HASHTAGS:

FEATURED GROUPS:

COMPOSITOR CONTENT HASHTAGS POSTING FRQUENCY

PINTEREST
BOARD NAME: GRAPHICS:

HASHTAGS:

TYPES OF PRODUCT MANAGEMENT TO INCLUDE:

TARGET AUDIENCE:

SIMILAR BRANDS:

IMPRESSIONS CLICKS SAVES ENGAGEMENTS OUTBOUND CLICKS

 GIVEAWAY CONTEST
START DATE: END DATE:

RULES | TERMS PROMOTION PLAN

SOCIAL MEDIA PROMOTIONS:

RESULTS

WINNER: CONTACT:

ADDRESS:

PRIZE:

NOTIFIED SENT RECEIVED NEW FOLLOWERS

ENGAGEMENT

LIKES

COMMENTS

SHARES

ACCOUNTS REACHED

SUCCESS RATE
ANALYTICS
PAGE VIEWS UNIQUE VISITORS CUSTOM BUTTON CLICKS

VISITOR DEMOGRAPHICS

REACTIONS COMMENTS SHARES

ENGAGEMENT
TITLE IMPRESSIONS CLICKS SHARES
RATE
ANALYTICS

TOTAL USERS: NEW USERS:

PAGE VIEWS BOUNCE RATE

1 2 3 4 5 6 7 8 9 10 11 12

PINTEREST MONTHLY
PINTEREST FOLLOWERS
VIEWS

EMAIL SUBSCRIBERS NEW SUBSCRIBERS

INSTAGRAM FOLLOWERS TWITTER FOLLOWERS

FACEBOOK PAGE LIKES FACEBOOK GROUP

MEMBERS

NOTES:
MONTHLY WRAP UP
MONTH:

WHAT WENT WELL? WHAT COULD HAVE GONE BETTER?

WHAT AM I MOST PROUD OF?

WHAT DID I FIND THE MOST CHALLENGING?

WHAT WILL I DO DIFFERENTLY NEXT MONTH?

WHAT DO I WANT TO ACHEIVE NEXT MONTH?

WHAT SMALL HABIT CAN I START TO HELP ME ACHEIVE THIS?

SEO CHECKLIST
Choose 1 main long tail keyword to target

Choose 2-3 secondary, closely related keywords to use in your

copy
Use the targeted keyword in your title tag if natural

Use the targeted keyword in your meta description

Use the targeted keyword in the first paragraph and conclusion where
natural
Use the targeted keyword in your H1 (header tag) if
natural
Use the targeted keyword in your image ALT text

Use the secondary keywords in remaining body copy

Use the secondary keywords at least in one or two subheadings where natural

Include at least two images per post

Name image files with your keywords

Include subheadings H1, H2, H3

Meet minimum word count: 500 words. Aim twice or three times more than this!

Link related content to at least other 2 posts

Make sure your blog doesn't take too long to

load
Once published, share your blog post on all of your social media platforms
KEYWORD TRACKER
What keywords are people using to find solutions in your niche? Create content
around those keywords and track your progress.

Keywords: Done

Date:
Pageviews:
Opt-ins:

Keywords: Done

Date:
Pageviews:
Opt-ins:

Keywords: Done

Date:
Pageviews:
Opt-ins:

Keywords: Done

Date:
Pageviews:
Opt-ins:

Keywords: Done

Date:
Pageviews:
Opt-ins:

Keywords: Done

Date:
Pageviews:
Opt-ins:
CONTENT TRENDS
Use a tool like BuzzSumo to find content that is popular or trending. Write a
similar post with your very own twist on the topic. Record and track them here.

Topic / Headline: Done

Date:
Pageviews:
Opt-ins:

Topic / Headline: Done

Date:
Pageviews:
Opt-ins:

Topic / Headline: Done

Date:
Pageviews:
Opt-ins:

Topic / Headline: Done

Date:
Pageviews:
Opt-ins:

Topic / Headline: Done

Date:
Pageviews:
Opt-ins:

Topic / Headline: Done

Date:
Pageviews:
Opt-ins:
SEARCH INTENT TRENDS
What questions does your audience have regarding your niche, product, or
service? If you don't know, ask them. Create content around those questions
and track your progress here.

Questions: Done

Date:
Pageviews:
Opt-ins:

Questions: Done

Date:
Pageviews:
Opt-ins:

Questions: Done

Date:
Pageviews:
Opt-ins:

Questions: Done

Date:
Pageviews:
Opt-ins:

Questions: Done

Date:
Pageviews:
Opt-ins:
 SEASONAL KEYWORDS
Year:

JANUARY FEBRUARY MARCH

APRIL MAY JUNE

JULY AUGUST SEPTEMBER

OCTOBER NOVEMBER DECEMBER