Ultimate CEO Business Planning Spreadsheet™
The Ultimate CEO Business Planning Spreadsheet helps you track and organize all the moving pieces of your online business all in one place!
NOW YOU CAN...
- Eliminate overwhelm from multiple tracking systems in your business
- Get your business chaos under control
- Easily project out sales funnel conversions as your business grows
- Plan and track your income streams business to know exactly where your business stands
- Write better blog posts and increase your visibility
- Gain back hours of time spent on business planning and tracking every month
This system will allow you to cut back on the amount of time you are working in your business so that you can make your business work for you!
Plus, you can access your business planning and finances on ANY device including a mobile phone, tablet, or laptop/desktop. Need to plan and track business on the go? Now you can!
This is the EXACT Spreadsheet I've used to grow a business that has made over a million dollars!
21 power-packed tabs that will help you with...
- Strategic business goal planning
- Content planning for your website, email marketing, and visibility
- Sales funnel planning and tracking for optimal conversion rates
- Financial planning, tracking, and review for both income and expenses
- Live launch tracking and reviews to help improve performance
- Vital business recaps every month and year - make informed decisions using real numbers and stats
What You Will Receive
You will get...
✔️ A Google Sheet link with instructions on how to copy the spreadsheet to your own Google account
✔️ Instructions on how to save the Google Sheet as a Microsoft Excel or Apple Numbers
✔️ 15-minute video walk-through tutorial explaining how to customize and make the most of the spreadsheet
✔️ Instruction sheet detailing exactly how to use the spreadsheet
✔️ 21 tabs to easily plan your goals, content, email marketing, and more, and track finances, marketing metrics, and important stats in your business
Frequently Asked Questions
➡️ What tabs are included?
4 TRACKING TABS
Funnel tracker
Pin tracker
Affiliate tracker
Product Tracker
4 FINANCIAL TABS
Recurring business expenses
Business expenses
Business Income
Estimated taxes
8 GOAL PLANNING TABS
Quarterly goal planning
Content snapshot
Blog content planner
Email marketing planner
Visibility planner
Funnel planner
Process/SOP planner
Revenue planner
4 PERFORMANCE REVIEW TABS
Launch review
Monthly review
early financial review
Year in review
➡️ Will this spreadsheet work with Microsoft Excel and Apple Numbers?
Yes, you can easily download this spreadsheet from Google Sheets for use in either program.
➡️ Can I use this template to create my own product?
No, this is NOT a digital product template for you to create a product of your own with. You are receiving a single-use license to use this spreadsheet for your business and NOT to resell.
➡️ When will this item ship?
This is a digital product delivered via Google Sheets. Nothing will ship.
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Recently, I ended a partnership with a business partner. This spreadsheet is helping me reset my business goals and strategically plan as I move forward.
Ultimate CEO Business Planning Spreadsheet™
Let customers speak for us
from 176 reviewsThis gave me so much clarity and was delivered in a way my ADHD brain could easily understand! I was able to see the customer journey and map out my next game plan to help my audience (and my bank account!)
I've been in Monica's world for a long time and love the resources in the Empowered Shop. While I am creative, I'm not the best at creating helpful, pretty spreadsheets. I have a lot of digital courses that have spreadsheets, but they just aren't the best. The digital products starter spreadsheets are amazing and easy to customize. It's so awesome having a starting point, so I don't have to recreate the wheel. I totally recommend this starter pack.
I just wanted to tell you all how much I loved the lesson called "3 easy steps to making your sales funnel profitable." I've noticed that the majority of courses and memberships out there don't teach looking at data and making strategic changes. It's something I need to do more, but since nobody seems to teach it, I always feel lost as to what to do. For example, I installed HotJar on a couple of my sites a few months ago, but I didn't know what to do with the data! Now I do. Thank you, Monica and Haley, for sharing your knowledge. :)
I was expecting this to be difficult for me to understand, but the way it's presented is so helpful and I was able to follow along no problem! I'm always looking for ways to introduce new, great digital products to my customers, and this workshop is one of the many reasons I keep coming back to Monica's shop. Thank you!!! -Laura
These Canva templates were JUST what we were needing. And with Canva's Style tab brand colors applicator, it literally took 10 seconds to get the templates in our brand colors. I swapped out the images on a few with our brand images and they're ready for my VA to use! LOVE.
So happy with these! They look great and will save me so much time!
Even though many of these Quick Tip Videos come from Quick-win Workshops I already own, I still find these worth purchasing. These are the things I used to find myself going back to review in the workshops, but now I can just rewatch these! Perfect little reminders!
I've been looking for simple, but elegant looking templates for ThriveCart and I found them here! They're perfect for what I want!
This template was great. It works well with a new product I am getting ready to launch. Appreciate the video that came along with the template.
Have you been thinking either how do I make a spreadsheet or how can I make my spreadsheets look prettier?
If this is you, then look no further and get this awesome Quick Win Workshop: How to Create and Package a Spreadsheet to Sell as a Digital Product!
I have a digital shop thanks to Monica and had been trying to figure out how to make spreadsheets in the first place when I saw her Workshop pop up in my FriYay Flash Sale Email - which you get access to when you join her email list ;)
It was a no-brainer and I am so happy that I purchased it since I am already creating spreadsheets that are not only organizing my business and life but are the seeds to the awesome products that I will be putting in my own shop thanks to this fantastic product!
BTW This product is absolutely worth it even when it isn't on sale.
So if you are ready to level up your business with pretty spreadsheets get this Quick Win Workshop today!
There are more ideas here than I could ever use and the instructions are so easy to understand! I love flash sales, so this makes my life a lot easier when I am trying to think of how to spin them. Thank you!
This blew my mind. I get stuck on tech and so time saving hacks are probably my favourite thing. Hayley’s training is simple and to the point (I can’t stand waffle) but more than that she’s given me top, top recommendations for chrome extensions and tools
Just buy it - it’s a no-brainer
100000% buy it
Sure, I could use a plain envelope for my budgeting and receipts, but they tend to get overlooked and misplaced because they just don't stand out. I've also tried using plastic envelopes, which I like, but they're bulky. There's something really nice about being able to tuck the entire envelope into my monthly files when I close out my budget each month. All the expenses are right there on the envelope, making it so easy! It doesn't hurt that they're pretty and it's so easy to print out more whenever I need them. Great price & simple solution.
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