What to Put in a Business Planner (And Why It Matters for Your Success)
Starting or growing a small business can feel exciting… and overwhelming at the same time.
You have ideas.
You have dreams.
You have motivation.
But without a clear plan, those dreams can quickly turn into stress, burnout, and confusion.
That’s where a business planner becomes more than just “paper” — it becomes your roadmap.
Today I want to share exactly what to put in a business planner and why each section matters, especially if you’re a creative woman, a mom, a teacher, or a small business owner building something from the heart.
1. Monthly Goals: Your Direction and Focus
Without goals, it’s easy to stay busy but not productive.
Your business planner should include a place to write:
- Your main focus for the month
- 3–5 realistic business goals
- What success looks like for you
Why it matters:
Goals keep you intentional instead of reactive.
They help you move forward with purpose instead of guessing what to do next.
2. Expense Tracking: Know Where Your Money Is Going
Many small business owners struggle because they don’t track their expenses.
Your planner should include:
- Online shopping business expenses
- Purchased business expenses
- Bill tracker
- Income tracking
Why it matters:
When you know your numbers, you make better decisions.
Clarity brings confidence.
3. Multiple Streams of Income: Build Stability
One income stream is risky.
Your planner should include a place to track:
- Digital products
- Physical products
- Services
- Affiliate income
Why it matters:
Multiple streams create security and growth.
They help you build a business that supports your life — not one that drains it.
4. Monthly Planning Pages: Your Business Command Center
Your business planner should include:
- Monthly calendar (undated so you can reuse it)
- Bills at a glance
- To-do list
- Notes
- Monthly affirmation
Why it matters:
This is where everything comes together.
It turns ideas into action.
5. Customer Information: Build Relationships, Not Just Sales
Your planner should include a place to track:
- Customer names
- Emails
- Orders
- Special notes
Why it matters:
Your customers are the heart of your business.
When you nurture relationships, your business grows naturally.
6. Reflection Pages: Learn, Grow, and Improve
Your business planner should include:
- End-of-month reflection
- What worked
- What didn’t
- What you’ll improve next month
Why it matters:
Reflection turns experience into wisdom.
This is how you grow intentionally.
Why I Created the Intentional Business Planner
I created The Intentional Business Planner because I know what it feels like to be stuck, overwhelmed, and unsure of your next step.
I wanted something that felt:
- Encouraging
- Simple
- Warm
- And powerful
So I designed a planner that supports you emotionally and practically — not just your tasks, but your mindset.
Inside The Intentional Business Planner You’ll Find:
- Monthly goals & focus pages
- Expense trackers
- Multiple income stream tracker
- Customer information pages
- Undated monthly calendars
- Notes & reflection pages
- Affirmations to keep you motivated
This planner is perfect if you are:
- Starting your first business
- Growing your creative brand
- A mom building a business from home
- A teacher with a side hustle
- Or ready to finally take your goals seriously
Ready to Start Planning with Purpose?
Your business deserves intention, not chaos.
👉 Download The Intentional Business Planner today and start building the business you’ve been dreaming of.