Skip to content
Menu Toggle
1
Make it Rewarding
2
Set Better Boundaries
3
Identify Your Genius
4
Identify Your Ideal Client
5
Your Brand
6
Your Brand & Style
7
Cast Your Vision
8
Review submission
MAKE IT REWARDING
“Don't wait until you have all the answers before you get started. Action creates clarity.” – James Wedmor
FUN, JOY, ADVENTURE, BLISS
Do More of What Makes You Happy!
What areas or activities of your life and/or business make you happy?
How will you incorporate more of those activities in the coming months?
DREAM
Imagine yourself a year from now. You've reached your goal. What are you grateful for?
What accomplishments are you most proud of?
TOLERATING
"The More You Love Yourself, The Less Nonsense You'll Tolerate"
What are you tolerating or gutting through in your business and life?
What will you do to stop allowing these things in the future?
STRESS & OVERWHELM
What areas of your business and life cause you to feel stressed or overwhelmed?
How will you reduce that stress? (i.e. delegate, automate, eliminate, adopt a new mindset?)
BUSINESS PLAN
What do you want to be know for/as?
What things come easily to you ⎼ so easy you take them for granted?
How can you best help your ideal clients? What do you offer that gets the best feedback, results, engagement, etc. from the clients you've worked with already?
How do you stand out from your competition? What do you offer/provide that they don't?
Describe your ideal client:
IDENTIFY YOUR IDEAL CLIENT
"All successful people, men and women, are big dreamers. They imagine what their future could be, ideal in every respect, and then they work every day towards their distant vision, goal or purpose." ⎼ Brian Tracy
Age Range
Gender Details
Career details
What are their hobbies
Leaders they follow
Local details
What is their urgent problem?
Why haven't they solved it?
Why are they motivated now?
What frustrates them?
What mistakes do they make?
What objections do they have?
Describe your brand
What are their goals/dreams?
YOUR BRAND
Describe your brand
Why does your brand exist?
What is your brand mission?
What are your brand values?
What is your value proposition?
What's your brand's personality?
What does your brand stand for?
What are your brand's strengths?
What are your brand's weaknesses?
Use 5 adjectives to describe your brand:
What makes your brand different?
What language does your brand use?
What language does your brand avoid?
What are your brand's hex colors
#1(Hex)
#2(Hex)
#3(Hex)
#3(Hex)
#4(Hex)
#5(Hex)
#6(Hex)
#7(Hex)
What are your brand's fonts?
Headings
Subheadings
Body
Describe the imagery for your brand:
CAST YOUR VISION
"All successful people, men and women, are big dreamers. They imagine what their future could be, ideal in every respect, and then they work every day towards their distant vision, goal or purpose." ⎼ Brian Tracy
How much money would you like to earn this coming year?
How many hours would you like to work each week?
Where can you create more time leverage in your business? Examples: Creating group programs, outsourcing some of your work, etc.
In what areas would you like to expand your business in the coming year? Examples: serve a higher-level client in your niche, grow your team, etc.
What products or services do you need to add to achieve your expansion goals?
Passive Income
Recurring Revenu
High-End/VIP Programs
Passive Income(Digital courses, digital products, etc.) Recurring Revenu (Subscription products, retainers, etc.) High-End/VIP Programs (Intensives, retreats, events, etc)
{all_fields}
Signature
(Required)
Insert/edit link
Close
Enter the destination URL
URL
Link Text
Open link in a new tab
Or link to existing content
Search
No search term specified. Showing recent items.
Search or use up and down arrow keys to select an item.
Cancel
