ANNUAL REVIEW WORKBOOK
$97 $47
This isn’t your average “answer a few questions and hope for the best” kind of workbook. Oh no. THIS is your business owner’s bible for annual reflection, strategy, and action.
The Annual Review Workbook is your ultimate end-of-year business reset, designed to help you reflect, strategize, and step into the new year with confidence.
Inside, you’ll find scheduling suggestions, powerful reflection questions, and detailed task lists that help you evaluate every nook and cranny of your business.
By the end of this process, you’ll have a clear, actionable plan to move into the new year with focus, intention, and renewed excitement for your business!!
You deserve to step into the new year with purpose and peace of mind—not burnout and overwhelm. I truly believe this audit and review process is the KEY to your overall success in the year ahead. Because the more clarity and confidence you have in your business at the beginning of the year, the bigger and more positive your impact and results will be by the end of it.
Ready to get crystal clear on what’s working, what’s not, and what’s next in your business? Inside the workbook, you’ll find 44 reflection questions, scheduling suggestions, and 24 detailed task lists to help you deep dive into every corner of your business and come out with an action plan to elevate your business.
This workbook is your secret weapon to purposefully look back and intentionally move forward. You’ll walk away with a crystal-clear understanding of what’s working in your business (and what’s not), a roadmap for what you’re doing and where you’re heading next year, plus the tools and insights to work ON your business instead of just IN it.
THE NEW YEAR IS CALLING, AND IT'S FULL OF PROMISE.
I’ve so been there. That’s actually WHY I created the Annual Review in the first place.
Because I wanted a FRESH START. I wanted to feel EXCITED for the new year (not dreading January 1st). I wanted to feel PREPARED. I wanted to make sure EVERY PART of my business was being carefully looked at and taken care of (not forgotten about). I needed a system that helped me ZOOM OUT and look at the big picture of my business as a whole and then ZOOM IN to see how all the pieces fit and work together (and how each one functions on its own). I also *really* wanted to LOVE and LOOK FORWARD to the process of setting me and my business up for success each year.
With the Annual Review, I accomplish all of those things and more. And so will you!!
here's what's inside
REFLECTION QUESTIONS
Thoughtfully crafted to help you celebrate your wins, learn from your losses, and dream big for the year ahead.
SCHEDULING SUGGESTIONS
Because let’s be real—if it’s not scheduled, it’s not getting done.
DETAILED TASK LISTS
A detailed breakdown of your annual tasks with clear, actionable steps to audit every area of your business, complete with the WHAT, WHY, and HOW for each task so you know exactly what to do and why it matters. (No more “What does this even mean?” moments.)
You might be wondering...
Great question!! It IS the same Annual Review just in workbook form 🤗 I decided to make it available on its own as a workbook to make it more accessible to female entrepreneurs like you during this critical planning season. Consider it my way of helping you start the year strong without breaking the bank!!
Once you complete your purchase, you’ll receive an email with immediate access to download the workbook. From there, you can dive right on in or schedule time to work through the Annual Review process at your own pace.
Not to worry, the workbook is designed to guide you step by step. It’s broken down into sections that make the process feel less overwhelming. Start with the reflection questions, then move into the audits and action steps. You’ll gain clarity as you go, and by the end, you’ll feel completely in control.
The Annual Review Workbook goes deeper (and wider) than most review processes. It’s not just about reflection—it’s about action. Each task comes with a detailed breakdown of the what, why, and how, so you know exactly what to do and how it benefits your business. Plus, the focus on auditing EVERY PART of your business ensures NOTHING gets overlooked. (That was a problem I had with those “other” review processes.)
It’s not so much about completing the “workbook” as it is about completing the annual review process for your business (which is unique to you). The time it takes really depends on how in-depth you want to go. Some business owners like to set aside a few dedicated CEO days to power through it, while others prefer to chip away at it over a week or two. Either way, the process is broken down into manageable sections so you can go at your own pace. I don’t like to rush the Annual Review process and recommend you don’t either.
Absolutely!! The framework is designed to be timeless. You can use it at the end of each year (or even mid-year) to re-evaluate and realign your business as you grow.
Both!! Whether you’re just starting out or you’ve been in business for years, the Annual Review Workbook helps you reflect on where you are and strategize where you want to go. If you’re a newer business owner, it’s a great way to establish strong foundations. If you’re more established, it’s perfect for refining your strategies and ensuring everything is aligned for growth.
That’s totally fine!! The task lists are customizable, so you can tailor them to fit your unique business needs without the overwhelm. Use the sections that matter most to you, and leave the rest for later (or not at all)!!
Due to the digital nature of this product, all sales are final. But I’m confident you’ll love this powerful tool and how it helps you move your business forward. If you have any questions or need clarification while using the workbook, don’t hesitate to reach out!! Just email me, DM me, or send me a support ticket from inside the student portal if you need me.
Heck yes!! I am HERE for this!! If you purchase the Annual Review Workbook and decide you want the complete CEO Day Systems framework (because you want to be the boss of your business AND keep your business running like a well-oiled machine all year long) just send me an email and I’ll send you a special code to COMPLETE YOUR PURCHASE (aka I’ll apply what you spent on the workbook to the price of the full course).
Have another question? Use the chat box in the bottom right-hand corner to talk to me personally!!
FINALLY, A BUSINESS REVIEW PROCESS YOU'LL *ACTUALLY* LOOK FORWARD TO...
Grab your Annual Review Workbook TODAY for just $47
Stop spinning your wheels and start moving forward with purpose. Say goodbye to overwhelm and HELLO to a thriving business!!
