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Annual and Quarterly Planner Kit

$197.00
  • Description
  • What's Included
  • Terms

If you do annual planning or even (90 day planning with your clients) you're going to want to use this template. The Annual and Quarterly Planner Kit is the Online Business Manager's (OBMs) year round solution for organizing planning sessions with your clients.  Think of this template as your internal tracker to keep up with your client progress and goals. It's your source of truth for staying on track year round. 

  • Annual + Quarterly Planning Checklist
  • CEO Survey Questions Template
  • Planning Meeting Email Template
  • Annual Planning Meeting Agenda Template
  • Annual + Quarterly Planning Airtable Database Template
  • Annual & Quarterly Planning Asana Project Template
  • 90-Day Planning Process Guide
  • Quarterly Prompts Template

Read the full digital product terms and conditions here.

TL,DR; 

  • This is a digital template, therefore no physical is sent. 
  • Designed for personal use only. Resell is prohibited.  
  • All sales are final. No refunds available. 

Goes Perfect With:

Business Audit Template

$197.00

Out of stock
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Annual and Quarterly Planner Kit

$197.00
This template is a no-brainer if...

You’re tired of starting every annual or quarterly planning meeting from scratch.

You want to show up to client meetings prepared, organized, and ready to impress.

You’re looking for a repeatable system to streamline your planning process and save hours of work.

Frequently Asked Questions

Who is this kit for?

This kit is designed for Online Business Managers who support CEOs and teams with strategic planning. Whether you’re managing a growing business or scaling an established one, these templates are made for you.

Can I use this kit with multiple clients?

Yes! This kit is designed to work across all industries and can be adapted for each client’s unique needs.

What tools do I need to use this kit?

You’ll need access to Airtable and Asana to use the included templates. Both tools offer free plans, so you can get started without any additional cost.

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