Make It Happen Business Planner Bundle

Give your business ideas a plan you can put into action.

You have the ideas—but figuring out what to do next can feel overwhelming. The Make It Happen Business Planner Bundle helps you organize your thoughts, set clear priorities, and break your business plans into manageable steps.

Designed for aspiring entrepreneurs, startups, and small business owners, this 90-page digital workbook includes 80 structured worksheets across seven key sections to help you:

• Set business goals and map out your next steps.

• Develop your business plan.

• Organize finances and track sales.

• Plan your marketing and go-to-market strategy.

• Work through product development.

• Keep your business priorities in focus.

Whether you’re starting something new or bringing more structure to an existing business, this planner gives you space to think, prepare, and move forward with purpose.

What’s Included

• 90-page PDF workbook with 80 business planning worksheets.

• A4 and US Letter sizes for convenient printing.

• Editable Canva template to personalize your planner’s colors, fonts, and layout.

Download. Customize. Print. Make it happen.

This is a digital download. No physical planner, iPad, or accessories will be shipped.

List of Worksheets:

Section 1 - Business Overview
Business Overview
Business Proposal Brainstorm
Business Profile
Mission Statement
Vision Statement
Core Values
Start Up Business Checklist
What To Include in a Business Plan
1 Page Business Plan

Section 2 - Market Discovery
Knowledge & Skillset
Define Your Passion
What Do You Research?
Finding Your Specialization
Finding Your Niche (3 pages)
SWOT Analysis
Competitor Analysis (2 types)
Competitors (2 types)
Market Analysis
Ideal Customer

Section 3 - Product Development
Product Creation Checklist
Product Language
Product Pricing
Pricing Worksheet
New Product Planner
Product Brainstorm (2 types)
Supplier Details (2 types)
Supplier List
Product Inventory
Shop Policies

Section 4 - Marketing Strategy
Marketing Plan
Content Brainstorm
Launch Content Plan
Social Media Strategy
Go-to-Market Strategy
Campaign Manager
Email Marketing Plan
Coupons & Promotion
Post Planner
Marketing Funnel
Weekly Posting Planner
Instagram Posting Planner

Section 5 - Goals & Planning
Action Priority Matrix
Decision Making Brainstorm
Goals - 1 Year From Now
Goals - 3 Years From Now
Goals - 5 Years From Now
Hard Day Checklist
Eisenhower Matrix
Q1 Goals
Q2 Goals
Q3 Goals
Q4 Goals

Section 6 - Sales Tracking & Management
Operations Plan
Order Form
Returns & Exchanges
Invoice
Order Tracker
Return Tracker
Purchase Tracker
Shop Inventory
Shipping Log
Sales Tax Tracker
Profit Tracker

Section 7 - Financial Planning & Forecasts
Business Overhead Costs (2 types)
Income & Expense Tracker
Financial Progress Review
Budget Planner (2 types)
Monthly Budget
Income Statement
Income Tracker
Fees & Expenses Tracker
Budget Overview
Financial Performance
Event Budget Planner