A Beautiful Planner Is Good. A Functional Planner Is Better.

Creating a planner involves more than designing attractive pages. A successful planner should be organized, easy to navigate, practical to use, and aligned with the needs of its intended customer.

At Crushing Goals and Taking Notes, our Planner Audit Services help creators evaluate their planners before investing in production or launching them for sale.

We focus on the details that can influence functionality, usability, and the overall customer experience.

Option 1: Written Planner Audit — $95

A Detailed Evaluation of Your Planner's Structure and Functionality

This service focuses on how your planner is designed, organized, and intended to function.

Your audit includes:

• Evaluation of overall planner structure and organization.

• Review of monthly, weekly, and daily layouts, where applicable.

• Assessment of navigation and section placement.

• Review of writing space, formatting, and layout consistency.

• Identification of potential usability issues.

• Evaluation of trackers, goal-setting pages, and supporting sections.

• Written findings and recommended improvements.

Deliverable: A written Planner Audit Report delivered electronically.

Please Note: This option does not include marketing strategies, product pricing recommendations, video feedback, or a live consultation.

Option 2: Video Planner Audit — $175

An In-Depth Planner Evaluation With Product Positioning and Pricing Feedback

Our Video Planner Audit combines a comprehensive review of your planner's functionality with business-focused feedback to help you prepare for your next steps.

Your audit includes:

• All structural and functional evaluations included in the Written Planner Audit.

• A personalized recorded video walkthrough.

• Detailed feedback on organization, layout, and usability.

• Recommendations for improving the overall planning experience.

• Feedback on target audience and product positioning.

• Suggestions for marketing and presenting your planner.

• Pricing considerations based on product specifications and intended market.

Deliverable: A personalized recorded video audit with supporting recommendations.

Pricing recommendations are advisory and should be evaluated alongside your actual production costs, business expenses, and desired profit margins.

Important Service Information

All planner audits are based on the digital file submitted for review.

Planner redesign, calendar-date verification, proofreading, printing, and physical product testing are not included unless separately contracted.

Before you invest in production, invest in understanding how your planner works.