The Business HQ Planner is a digital business planner for small business owners who are tired of keeping their plans in five different places. Your strategy, products, pricing, marketing, money, clients and daily to-do list all live in one hyperlinked PDF. It’s undated, so you can start this week or next March and nothing goes to waste.
You also get printable US Letter and A4 versions and an Excel finance and pricing workbook that does the math for you. Plan on your tablet, print the pages you like on paper, and let the spreadsheet handle the totals.
What the digital business planner does
Every box has a short question under its title, so you always know what to write. Not sure how to price a product? There’s a step-by-step worksheet and a filled-in example. Want to know if last month was actually profitable? The Money Snapshot and the workbook dashboard show you in minutes.
It covers 589 pages in each theme, with more than 13,900 links. Tap a tab at the top to open a section. Tap a month on the right side to open that month. Tap the house icon to get back to the index from anywhere.
Who it’s for
- Small business owners who want the whole business on one page, not just appointments
- Side hustlers fitting the work around a day job
- Makers and online sellers who price products, track stock and ship orders
- Coaches, designers, cleaners, VAs and other service providers who juggle clients and invoices
- Digital product sellers planning launches, emails and content
You won’t need every page, and that’s fine. The Start Here page gives three short paths (services, digital products and physical products) that point you to the six pages that matter most for your kind of business.
Features of this small business planner
Strategy and business plan (13 pages)
Business Overview, One-Page Business Plan, Target Customer, Brand Planning, Branding Questionnaire, SWOT Analysis, Competitor Analysis, Goal Planner with a SMART check, Goal Action Plan, Long-Term Goals, Idea Generation, Keyword Planning and Pricing Strategy.
Products and pricing (8 pages)
Product Brainstorm with a 1 to 5 scoring table, New Product Planner, Product Pricing Worksheet, a 28-step Product Launch Checklist, Inventory, Supplier List, Supplier Comparison and Product Performance Review.
Marketing and social media (12 pages)
Marketing Plan, Social Media Planner, Content Pillars and Idea Bank, Weekly Social Media Plan, Campaign Planner, Hashtag Research, Followers Growth, Social Media Stats, Advertising Tracker with a simple ROAS guide, Giveaway Tracker, Email Marketing Planner and Affiliate and Collab Tracker.
Money and finance (12 pages)
Annual Finance Overview, Income Tracker, Expense Tracker, Monthly Budget, Bill Tracker, Accounting Ledger, Cost and Profit Tracker, Financial Goal Tracker, Debt Payoff Tracker, Investment Tracker, Purchase Tracker and Tax Deduction Tracker.
Clients, projects and operations (20 pages)
Client Directory, Client Profile, Client Payments, Project Planner, Team Project Planner, Meeting Notes, Focus Session Planner, Order Tracker, Order Form, Invoice, Sales Tracker, Shipping Tracker, Returns Tracker, Discount and Coupon Tracker, Employee Time Sheet, Mileage Log, Supply Inventory, Account and Login Log, Important Contacts and a Weekly Business Routine checklist.
Year, month, week and day
Year at a Glance, Annual Vision, Revenue Goals, Key Dates and Seasonal Trends, and four Quarterly Plans. Each month has an undated calendar, Goals and Plan, Content Calendar, Money Snapshot, Monthly Review and five weekly pages. There are 366 daily pages in total, one for every day, each with a schedule from 6 AM to 9 PM, priorities, to-dos and a spot for the day’s win.
Finance and pricing workbook
Log sales and costs and the dashboard fills itself in: income after fees, expenses, profit, margin, orders, average order and goal progress, with three charts. The pricing calculator takes your materials, labor, overhead, fees and target margin and suggests a price, then shows the profit per unit and how many sales cover your fixed costs. Formulas are locked so you can’t break them by accident (there’s no password if you want to edit).
What’s included
- 3 digital planners: Blush, Sage and Sand themes (PDF, 589 pages each)
- 2 printable packs: US Letter and A4 (PDF, 88 pages each, one of every template)
- 1 Finance and Pricing Workbook (Excel .xlsx)
- Stickers and covers pack (ZIP): 53 PNG stickers, a sticker sheet PDF and 9 alternate covers
- User guide (Word .docx) with setup steps, tips, troubleshooting and FAQ
How it works
- Buy and download the files right away from your account and order email.
- Import your favorite theme into a PDF note app, or print the Letter or A4 pack.
- Open the workbook in Excel and type your business name, currency, year and goals on the Start sheet.
- Set up your Year pages and Strategy section, then plan your first month.
File formats and software
The planners and printables are standard PDF files with internal links. Use them in PDF note apps that support hyperlinks, such as GoodNotes, Notability, Xodo or Samsung Notes, on an iPad or Android tablet, or in any PDF reader on a computer. The digital pages are portrait and sized for tablets. The workbook is an .xlsx file built for Microsoft Excel and also works in LibreOffice Calc. The guide is a Word document.
Customizing it
Pick from three color themes and nine covers. Duplicate any page in your app when you need more. Add stickers from the pack. Money pages carry no currency sign, so they work in dollars or any other currency, and the workbook has one currency setting that every money figure reads from.
Digital download
This is an instant digital download. Nothing will be shipped. Files are for personal or single-business use only. Please don’t resell, share or upload them.
Ways to use it
- A candle maker prices a new scent, plans the launch and tracks wholesale orders
- A virtual assistant keeps client profiles, invoices and payment dates in one place
- A side hustler plans four posts a week and checks profit every Friday
- A new shop owner writes a one-page business plan before spending a cent on stock
FAQ
Is this business planner dated?
No. It’s fully undated, so you can start any month and use it year after year.
Does it work with GoodNotes and Notability?
It’s a standard hyperlinked PDF, the format those apps import. If a link draws a line instead of jumping, switch to read mode or tap with your finger.
Can I use it on an Android tablet?
Yes. Open it in any PDF note app that supports links, such as Xodo or Samsung Notes.
Can I print it?
Yes. Use the US Letter or A4 printable pack and print at 100% or Actual Size.
Do I need Excel?
Only for the finance and pricing workbook. Everything else is a PDF.
Can I use my own currency?
Yes. Planner pages have no currency sign, and the workbook lets you pick any symbol once on the Start sheet.
Is it good for service businesses as well as product sellers?
Yes. There are client, project, invoice and time sheet pages, and the Start Here page shows service owners which pages to use first.
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