Business Planning

Whether you don a suit, landscape for a living, or work from home, there can always be a need for more organization and structure. The lists in this category should help you keep everything in one place for handy reference: Client Information, Prospective Client Info, Job Search, Travel, Inventory, Employee Info, Colleague Info, Online Auctions, and more.

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PROMOTION TRACKER -- Keep track of every place your business gets some attention. Remember who you have contacted for a review or to do an article.
SOCIAL NETWORKING LOG -- Social networks should be a vital part of promoting your business. They also make offer tremendous support. Use this page to help stay focused on the task at hand.
TRADE SHOW PLANNER -- If a trade, craft, or women's show is in the future, be sure to use this page to help you to create a schedule/to do list to get it all done.
A MONTH OF BLOG TOPICS -- Plot out a month's worth of blog topics on one page. Coordinate posts with holidays, current events, and vacations.
BLOG POST PLANNER -- Use this page to jot notes about future postings. Take it anywhere with you and then post it to your blog when you get the chance.
JOB SEARCH LIST -- Remember the name of desired positions/companies, who you sent resumes to, results of the interview, etc.

MILEAGE LOG -- Be prepared at tax time with a record of deductible driving miles for your business. Keep one in the car and one in your business binder!
NEWSLETTER LINEUP -- Keeping track of your ideas for upcoming newsletters with this will help simplify the process. List themes, jot details, plan for days, weeks, or months to come.
NEWSLETTER PLANNER -- It is usually easier to see a newsletter laid out before you begin to create the final copy. Use this page as a preliminary worksheet.

NEWSLETTER SIGNUP -- Bring this page with you when you do a show of your products. Guests can signup on the spot to receive any future newsletter mailings.
BUSINESS JOURNAL -- Use this page to record what you've done throughout the week. This will help you remember to repeat, increase, or rethink in future.
GOALS AND ACHIEVEMENTS -- Ever feel like you're tires are spinning but you're not getting anywhere? Write down just what you want to push yourself to do during a week and then be sure to record your accomplishments.
CLIENT INFORMATION (A B C D E-F G H I J K L M N O-P Q-R S T U-V W X-Y-Z) -- Record the info that would be beneficial for you to know about each client. There is even a space to record his/her spouse's name, how many children he/she has, or even that his/her favorite sport is squash. (A through Z)

TRIP QUICK LIST -- Keep all details of a business trip in 1 place (flight, rental car, hotel, contact names, etc)
INVENTORY COMPARISON SHOPPING -- Record location and price from up to 3 distributors or stores for each item of business.
EMPLOYEE QUICK LIST -- Keep track of employees and contact information for quick reference.
COLLEAGUE QUICK LIST -- Keep track of colleagues and contact information for quick reference.
ONLINE AUCTION LISTINGS (Buy) -- A Wish List for items you'd like to purchase through an online auction webiste.
ONLINE AUCTION LISTINGS (Sell) -- Use this page to help you get your items for sale on an online auction. Instead of scratching information about your lots on a piece of scratch paper, use this form and put it in a binder for your records.
GIFT CERTIFICATE TRACKER -- If you have a gift certificate for your business or company and you need to keep track of what you give out, just fill in the code and the information you want to include and email or print to distribute to customers.
ADVERTISING TRACKER -- Be sure to keep a record of every place that you use paid or free advertising. In the long run, it will help you decide where to concentrate your efforts.

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