2019 Wealthy & Wise - s3.us-east-2.amazonaws.com · 2019 wealthy & wise marketing planner and goal...

2019 Wealthy & Wise M A R K E T I N G P L A N N E R & G O A L T R A C K E R

Today is the day!

2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER

Table of Contents 2018 YEARLY REVIEW 4

2019 GOALS 8

2019 MARKETING CAMPAIGNS 14

JANUARY 18

FEBRUARY 24

MARCH 30

APRIL 36

MAY 42

JUNE 48

JULY 54

AUGUST 60

SEPTEMBER 66

OCTOBER 72

NOVEMBER 78

DECEMBER 84

WEEKLY WRAP-UP WORKSHEET 90

WEEKLY PLANNER & HABIT TRACKER 92

BLOG CONTENT PLANNER & CHECKLIST 94

2019 © ALL RIGHTS RESERVED WISE-OWL-MARKETING.COM �2

http://wise-owl-marketing.com


2019 Year at a Glance January February March

Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thur Fri Sat Sun Mon Tue Wed Thur Fri Sat

1 2 3 4 5 1 2 1 2

6 7 8 9 10 11 12 3 4 5 6 7 8 9 3 4 5 6 7 8 9

13 14 15 16 17 18 19 10 11 12 13 14 15 16 10 11 12 13 14 15 16

20 21 22 23 24 25 26 17 18 19 20 21 22 23 17 18 19 20 21 22 23

27 28 29 30 31 24 25 26 27 28 24 25 26 27 28 29 30

31

April May June


1 2 3 4 5 6 1 2 3 4 1

7 8 9 10 11 12 13 5 6 7 8 9 10 11 2 3 4 5 6 7 8

14 15 16 17 18 19 20 12 13 14 15 16 17 18 9 10 11 12 13 14 15

21 22 23 24 25 26 27 19 20 21 22 23 24 25 16 17 18 19 20 21 22

28 29 30 26 27 28 29 30 31 23 24 25 26 27 28 29

30

July August September


1 2 3 4 5 6 1 2 3 1 2 3 4 5 6 7

7 8 9 10 11 12 13 4 5 6 7 8 9 10 8 9 10 11 12 13 14

14 15 16 17 18 19 20 11 12 13 14 15 16 17 15 16 17 18 19 20 21

21 22 23 24 25 26 27 18 19 20 21 22 23 24 2 23 24 25 26 27 28

28 29 30 31 25 26 27 28 29 30 31 29 30

October November December


1 2 3 4 5 1 2 1 2 3 4 5 6 7

6 7 8 9 10 11 12 3 4 5 6 7 8 9 8 9 10 11 12 13 14

13 14 15 16 17 18 19 10 11 12 13 14 15 16 15 16 17 18 19 20 21

20 21 22 23 24 25 26 17 18 19 20 21 22 23 2 23 24 25 26 27 28

27 28 29 30 31 24 25 26 27 28 29 30 29 30 31




2018 Yearly Review




2018 YEARLY REVIEW: WINS & CHALLENGES

What gets measured gets improved.

WINS: What accomplishments are you most proud of this year?

CHALLENGES: What didn't go as well as you expected? Why do you think it didn't go well?

GRATITUDE: What are you grateful for this past year?

MARKETING METRICS:BUSINESS: Money In Money Out Net Profit # New Clients # Email Subscribers Other:

Goal:

Actual:

SOCIAL FOLLOWERS: Facebook Instagram Pinterest LinkedIn Twitter YouTube

Goal:

Actual:




2018 YEARLY REVIEW: HAPPINESS & STRESS

Do more of what makes you happy!

FUN, JOY, ADVENTURE, BLISS: What areas or activities of your life and/or business made you happy?

How are you going to incorporate more activities that make you happy in the coming year?

STRESS & OVERWHELM: What areas of your life and/or business caused you stress this past year?

What will you do to reduce that stress in the coming year?




2018 YEARLY REVIEW: TOLERATING & DREAMS

The more you love yourself the less nonsense you will tolerate.

TOLERATING: What have you tolerated this past year?

What can you do in the coming year to stop allowing these things in your life?

DREAM: Imagine yourself at the end of this new year. What will you be grateful for?

What accomplishments will you be most proud of?




2019 Goals




2019 CATEGORY GOALS

Things I want to accomplish this year …

Set your intention or a theme for 2019:

HEALTH FAMILY SPIRITUAL

HOME FINANCES BUSINESS/CAREER

FUN ADVENTURE SKILLS




2019 QUARTERLY GOALS

“Setting goals is the first step in turning the invisible into visible.” - Tony Robins

1st QUARTER 2nd QUARTER

3rd Quarter 4th QUARTER




2019 MONTHLY GOALS

“A year from now you’ll wish you started today.”

JANUARY FEBRUARY MARCH

APRIL MAY JUNE

JULY AUGUST SEPTEMBER

OCTOBER NOVEMBER DECEMBER




2019 REVENUE GOALS WORKSHEET

Become so financially secure that you forget it’s payday.

1. List your total revenue goal in the box below. 2. List your various products and their prices in the first two columns 3. List how many you’ll need to sell each month to hit your total revenue goal

2019 Revenue Goal

$

Income StreamProduct Price

x Number Sold Per Promotion

Number Promotions Per Year

= Annual Revenue

Example: Online Workshop

$797 20 4 $63,760.00

1

2

3

4

5

6

7

Total should equal or exceed your 2019 Revenue Goal: $




NOTES:




2019 Marketing Campaigns




2019 MARKETING CAMPAIGNS

The goal of marketing is to reduce your need for selling.

1. List your income streams again in the table below. 2. When will you promote this package/product? 3. Who are you marketing it to; your ideal client for this product? 4. Where will you find them? (Facebook, Instagram, Conference, Speaking Event, etc.) 5. What is your promotion budget? 6. What is your ROI goal for this campaign?

Income Stream #1 When: Action Steps:

Who:

Where:

Budget:

ROI:


Who:

Where:

Budget:

ROI:


Who:

Where:

Budget:

ROI:




2019 MARKETING CAMPAIGNS


Who:

Where:

Budget:

ROI:


Who:

Where:

Budget:

ROI:


Who:

Where:

Budget:

ROI:


Who:

Where:

Budget:

ROI:




NOTES:




January




January 2019

Notes: January’s top 3 goals:

1.

2.

3.

Theme or intention for the month:

SUN MON TUE WED THU FRI SAT

1 2 3 4 5

6 7 8 9 10 11 12

13 14 15 16 17 18 19

20 21 22 23 24 25 26

27 28 29 30 31




JANUARY: BLOG CALENDAR

Date Title and summary of article Create Share

Written Edited Links Photo(s) SEO

Facebook Twitter Instagram LinkedIn Pinterest


















JANUARY MONTHLY REVIEW

Wins:

Challenges:

Gratitude:

Start Doing:

Stop Doing:

Continue Doing:

Marketing Metrics:

BUSINESS: Money In Money Out Net Profit # New Clients # Email Subscribers Other:

Goal:

Actual:


Goal:

Actual:




MONTHLY TO-DOS: Management:

Check for updates with plugins and WordPress, unless that’s managed for you. Balance accounts and close out your bookkeeping for the month. Review monthly and year-to-date sales and expenses. Adjust budget as needed. Cancel any paid memberships or subscriptions you no longer need.

Marketing F.O.C.U.S.

Follow-up: Follow up with potential clients you haven’t closed yet. Send thank you notes to clients who made referrals, have an anniversary, are new clients, etc. Outreach: Guest post on a popular blog in your niche, interview an expert, collaborate with a colleague, engage in a Facebook or LinkedIn group, etc. Create: Create content for the upcoming month (blog, social, email, video). Update: Update metrics and adjust ad spend. Update and repurpose old content. Sell: What are you promoting this month to bring in revenue? Plan your campaigns.

NOTES:




NOTES:




February




February 2019

Notes: February’s top 3 goals:

1.

2.

3.


SUN MON TUE WED THUR FRI SAT

1 2

3 4 5 6 7 8 9

10 11 12 13 14 15 16

17 18 19 20 21 22 23

24 25 26 27 28




FEBRUARY: BLOG CALENDAR





















FEBRUARY MONTHLY REVIEW

Wins:

Challenges:

Gratitude:

Start Doing:

Stop Doing:

Continue Doing:

Marketing Metrics:


Goal:

Actual:


Goal:

Actual:








NOTES:




March




March 2019

Notes: March’s top 3 goals:

1.

2.

3.



1 2

3 4 5 6 7 8 9

10 11 12 13 14 15 16

17 18 19 20 21 22 23

24 25 26 27 28 29 30

31




MARCH: BLOG CALENDAR





















MARCH MONTHLY REVIEW

Wins:

Challenges:

Gratitude:

Start Doing:

Stop Doing:

Continue Doing:

Marketing Metrics:


Goal:

Actual:


Goal:

Actual:








NOTES:




April




April 2019

Notes: April’s top 3 goals:

1.

2.

3.



1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30




APRIL: BLOG CALENDAR





















APRIL MONTHLY REVIEW

Wins:

Challenges:

Gratitude:

Start Doing:

Stop Doing:

Continue Doing:

Marketing Metrics:


Goal:

Actual:


Goal:

Actual:








NOTES:




May




May 2019

Notes: May’s top 3 goals:

1.

2.

3.



1 2 3 4

5 6 7 8 9 10 11

12 13 14 15 16 17 18

19 20 21 22 23 24 25

26 27 28 29 30 31




MAY: BLOG CALENDAR





















MAY MONTHLY REVIEW

Wins:

Challenges:

Gratitude:

Start Doing:

Stop Doing:

Continue Doing:

Marketing Metrics:


Goal:

Actual:


Goal:

Actual:








NOTES:




June




June 2019

Notes: June’s top 3 goals:

1.

2.

3.



1

2 3 4 5 6 7 8

9 10 11 12 13 14 15

16 17 18 19 20 21 22

23 24 25 26 27 28 29

30




JUNE: BLOG CALENDAR





















JUNE MONTHLY REVIEW

Wins:

Challenges:

Gratitude:

Start Doing:

Stop Doing:

Continue Doing:

Marketing Metrics:


Goal:

Actual:


Goal:

Actual:








NOTES:




July




July 2019

Notes: July’s top 3 goals:

1.

2.

3.



1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31




JULY: BLOG CALENDAR





















JULY MONTHLY REVIEW

Wins:

Challenges:

Gratitude:

Start Doing:

Stop Doing:

Continue Doing:

Marketing Metrics:


Goal:

Actual:


Goal:

Actual:








NOTES:




August




August 2019

Notes: August’s top 3 goals:

1.

2.

3.



1 2 3

4 5 6 7 8 9 10

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 28 29 30 31




AUGUST: BLOG CALENDAR





















AUGUST MONTHLY REVIEW

Wins:

Challenges:

Gratitude:

Start Doing:

Stop Doing:

Continue Doing:

Marketing Metrics:


Goal:

Actual:


Goal:

Actual:








NOTES:




September




September 2019

Notes: September’s top 3 goals:

1.

2.

3.



1 2 3 4 5 6 7

8 9 10 11 12 13 14

15 16 17 18 19 20 21

2 23 24 25 26 27 28

29 30




SEPTEMBER: BLOG CALENDAR





















SEPTEMBER MONTHLY REVIEW

Wins:

Challenges:

Gratitude:

Start Doing:

Stop Doing:

Continue Doing:

Marketing Metrics:


Goal:

Actual:


Goal:

Actual:








NOTES:




October




October 2019

Notes: October’s top 3 goals:

1.

2.

3.



1 2 3 4 5

6 7 8 9 10 11 12

13 14 15 16 17 18 19

20 21 22 23 24 25 26

27 28 29 30 31




OCTOBER: BLOG CALENDAR





















OCTOBER MONTHLY REVIEW

Wins:

Challenges:

Gratitude:

Start Doing:

Stop Doing:

Continue Doing:

Marketing Metrics:


Goal:

Actual:


Goal:

Actual:








NOTES:




November




November 2019

Notes: November’s top 3 goals:

1.

2.

3.



1 2

3 4 5 6 7 8 9

10 11 12 13 14 15 16

17 18 19 20 21 22 23

24 25 26 27 28 29 30




NOVEMBER: BLOG CALENDAR





















NOVEMBER MONTHLY REVIEW

Wins:

Challenges:

Gratitude:

Start Doing:

Stop Doing:

Continue Doing:

Marketing Metrics:


Goal:

Actual:


Goal:

Actual:








NOTES:




December




December 2019

Notes: December’s top 3 goals:

1.

2.

3.



1 2 3 4 5 6 7

8 9 10 11 12 13 14

15 16 17 18 19 20 21

2 23 24 25 26 27 28

29 30 31




DECEMBER: BLOG CALENDAR





















DECEMBER MONTHLY REVIEW

Wins:

Challenges:

Gratitude:

Start Doing:

Stop Doing:

Continue Doing:

Marketing Metrics:


Goal:

Actual:


Goal:

Actual:








NOTES:




Weekly Wrap-Up Worksheet




Weekly Wrap-Up

🎉 PERSONAL WINS: 🎉 BUSINESS WINS:

BRAIN DUMP: WHAT’S ON YOUR MIND? SCHEDULE DELEGATE RELEASE DONE

Write down your top 3 goals for the month below to reaffirm them.

What are your top 3 priorities for next week to help you achieve your monthly goals?

1 1.

2 2.

3 3.




Weekly Planner & Habit Tracker




Weekly Planner

Reaffirm your top 3 goals for the month: List your top 3 priorities for the week you need to complete to achieve your monthly goals:

1 1.

2 2.

3 3.

What is your focus or intention for this week? Ideas ….

MONDAY _____/_____

No matter what, I will:

Mindset Fitness Fun

THURSDAY _____/_____


Mindset Fitness Fun

TUESDAY _____/_____


Mindset Fitness Fun

FRIDAY _____/_____


Mindset Fitness Fun

WEDNESDAY _____/_____


Mindset Fitness Fun

SATURDAY ____/____

Mindset Fitness Fun

SUNDAY: ____/____

Mindset Fitness Fun

HABIT TRACKER: MON TUE WED THU FRI SAT SUN # Days Goal

# Days Actual

1

2

3




Blog Content Planner & Checklist




Blog Content Planner

Outline 5 blog categories:

Outline 5 blog post topics for each of your 5-7 categories: Category 1:

Category 2:

Category 3:




Blog Content Planner

Category 4:

Category 5:

Each blog post you publish needs to have the following: Title/Topic Purpose Hook Pain Point / Motivator Keyword Phrase Image(s) CTA (Optional)

Promotional type blog post topic ideas:Product announcement How the product came about Who is the ideal customer for the product (or a customer's story) The problem the product solves Symptoms or issues caused by the problem the product solves

Product comparison Feature highlights Tutorial for using the product Q&A / Interview Behind the scenes of your product creation Case studies and/or testimonials




NOTES:



2019 Wealthy & Wise - s3.us-east-2.amazonaws.com · 2019 wealthy & wise marketing planner and goal...

Documents

Transcript of 2019 Wealthy & Wise - s3.us-east-2.amazonaws.com · 2019 wealthy & wise marketing planner and goal...