Biz
Business
Business goals, income & expenses, clients, launches.
- Business Goals1 page
- Income & Expensesevery month
- Client Tracker3 pages
- Launch Plan4 pages
Work
Small Business Planner 2027 for founders and freelancers
Business goals, monthly income and expenses, clients, launches and a content calendar, in a small business planner template you can change.
A business planner with quarterly goals, monthly income and expense logs, a client tracker, launch plans, project planners, meeting notes and a content calendar. Daily pages include a revenue-focused 'one big thing'.
- 551 linked pages in the sample
- Free preview before you pay
- $12 once, or unlimited on Pro
Real pages from this small business planner
Rendered by the same engine that builds yours, in the Classic Navy theme for iPad portrait.
What's inside
The pages, section by section.
Each section gets its own side tab. You can switch any of them off, or add sections from other planners, in the builder.
Work
Projects & Meetings
Project planners and meeting notes.
- Project Planner8 pages
- Meeting Notes24 pages
Create
Content Creator
Content calendar, video planners, ideas, brand deals, growth.
- Content Calendarevery month
- Content Ideas3 pages
- Video Planner24 pages
- Brand Deals2 pages
- Growth Trackerevery month
Goals
Goals
Goal planners, vision board and reviews.
- Vision Board1 page
- Goal Planner4 pages
- Quarterly Reset4 pages
- Year in Review1 page
Plus the linked calendar every planner has
Cover and contents · 2 pages
A cover with your name and a linked contents page that every tab returns to.
Year overview · 1 page
The whole year on one page. Tap any date to open it.
Year goals · 1 page
Your goals and their milestones in one place, filled in by the AI if you use it.
Monthly calendars · every month
A month grid with a focus list and notes. Every date links to its day or week.
Weekly pages · every week
One page per week with your weekly goal actions and priorities.
Daily pages · every day
A page for each day, linked back to its week and month.
Notes · 20 pages
Lined, dotted, grid or blank pages. You choose how many, up to 100.
The sample above comes to 551 pages over 12 months. Yours changes with the months, sections and notes pages you choose.
Who it's for
Who reaches for this one
- Freelancers and solopreneurs
- Coaches and consultants
- Small business owners
AI goal planning
Goals people plan with it
Type a goal like one of these and the AI breaks it into a milestone for each month and a small action for each week, then prints them on your month and week pages. You read and edit every line before you download.
Your goal
Reach $10k months
12 monthly milestonesWeekly actionsA motto each monthYour goal
Sign 5 new retainer clients
12 monthly milestonesWeekly actionsA motto each month
Guide
How to use a small business planner
A small business planner is where the owner's job happens, as opposed to the doing of the work. It keeps the year's revenue goal in view, makes sure money in and money out get written down every month, and gives launches and clients a home outside your inbox.
Set the year on one page
On the business goals page, write a revenue goal, a customer goal and the one thing that would change everything. Then split the year into four quarterly priorities.
Keep a monthly money page
Log income and expenses as they happen. You'll still need proper bookkeeping for tax, but the planner shows at a glance whether the month is working.
Track clients and deadlines
Use the client tracker for each project's deadline, fee and status, and tap through to the month calendar to block the work in.
Plan launches backwards
Launch plans run four weeks out, two weeks out, launch week and after. Write the launch date first, then fill the checklists back from it.
Start each day with one big thing
The daily page asks for one revenue-focused task before anything else, with revenue tasks and follow-ups listed beside the schedule.
Review the numbers monthly
At the end of each month, total the income and expenses page and compare it with the quarterly goal. If the gap is growing, the next month's project and content pages are where you decide what to change.
What to include in a small business planner
A small business planner needs to track money, clients and growth work together. This one includes:
Calendar
Daily, weekly and monthly pages
Daily pages with a one-big-thing field, an hourly schedule, revenue tasks, follow-ups and notes. Weekly pages carry your goal actions, such as outreach or launch tasks.
Biz
Business
Business goals by quarter, a monthly income and expenses log, a client tracker and four launch plans.
- Business Goals · 1 page
- Income & Expenses · every month
- Client Tracker · 3 pages
- Launch Plan · 4 pages
Work
Projects & Meetings
Eight project planners with tasks, owners and due dates, and 24 meeting-note pages with action items.
- Project Planner · 8 pages
- Meeting Notes · 24 pages
Create
Content Creator
A monthly content calendar, idea pages, video planners, brand deals and a growth tracker for marketing your business.
- Content Calendar · every month
- Content Ideas · 3 pages
- Video Planner · 24 pages
- Brand Deals · 2 pages
- Growth Tracker · every month
Goals
Goals
Goal planners with milestones and quarterly resets, for the goals behind the numbers.
- Vision Board · 1 page
- Goal Planner · 4 pages
- Quarterly Reset · 4 pages
- Year in Review · 1 page
Every section can be switched off in the builder, and sections from other planners can be added.
Digital vs printable small business planner
A digital small business planner lives on the same tablet as your email and invoices, and links make it quick to jump from a client to the week their deadline falls in. Landscape formats give wide pages for project planning.
A printable small business planner suits owners who plan at a desk with coffee and a pen. Print the business goals and monthly money pages on US Letter or A4, and keep the daily pages digital if you only want the strategy on paper.
- Digital sizes
- iPad portrait, iPad landscape, Android portrait, Android landscape, E-ink
- Printable sizes
- A5 print, A4 print, Letter print, Half letter
An example week in a small business planner
One goal, followed through a single week. The milestone and weekly actions are the kind of lines the AI goal step writes onto your month and week pages; the daily notes are what you add by hand.
Goal
Reach $10k months
Milestone for April
$7,500 month with two new retainer clients
This week's actions
- Send five follow-ups to past clients
- Publish one case study
- Raise prices for new clients by 10%
- MondayOne big thing: email three past clients. Logged a $1,200 invoice on the income page.
- TuesdayDrafted the case study. Client tracker: website project due on the 18th.
- WednesdayTwo more follow-ups sent. One reply asking for a call on Friday.
- ThursdayUpdated the pricing page. Case study published and added to the content calendar.
- FridayDiscovery call booked a new monthly retainer. Month total so far: $5,900.
Formats
Download it for your device.
Every format is included in the price. Switch between them and download again whenever you like.
iPad — Portrait
GoodNotes, Notability, Noteshelf, Xodo, Collanote, ZoomNotes
iPad — Landscape
GoodNotes, Notability, Noteshelf, Xodo
Android tablet — Portrait
Samsung Notes, Penly, Flexcil, Xodo, Noteshelf
Android tablet — Landscape
Samsung Notes, Penly, Flexcil, Xodo
E-ink tablet
reMarkable, Kindle Scribe, Boox, Supernote
Printable — A5
Print at home or at a print shop, fits A5 binders
Printable — A4
Print at home on standard A4 paper
Printable — US Letter
Print at home on US Letter paper
Printable — Half Letter
Fits Happy Planner classic and half-letter discs
Theme
Starts in this look.
Classic Navy
Crisp white, deep navy and gold. Professional and timeless.
Prefer something else? Pick from 13 themes, including dark mode and an e-ink theme, and change the accent colour.
See all themesCan I add my logo?
On the Seller plan your shop name and logo go on the cover, with no credit line. On other plans you can paste a logo onto any page in your note app.
Is there a landscape version?
Yes — choose iPad or Android landscape for wide two-column spreads.
Is there a free small business planner PDF?
There's a free preview: build the planner and flip through every page in your browser with a watermark. The clean, printable PDF is part of the single planner purchase or a Pro plan.
Does it work with GoodNotes, Notability, Samsung Notes and e-ink tablets?
Yes. Download the iPad size for GoodNotes, Notability, Noteshelf, Xodo, Collanote or ZoomNotes; the Android size for Samsung Notes, Penly, Flexcil or Xodo; or the E-ink size for reMarkable, Kindle Scribe, Boox and Supernote. The links work in any app that follows PDF links, usually in read mode rather than pen mode. Every size is included in the price.
Can I print the small business planner?
Yes. Choose A5, A4, US Letter or Half Letter in the builder for a printable PDF with a wider inner margin for hole punching. Printable and digital sizes come with the same purchase, so you can use the small business planner on a tablet and print the pages you want on paper.
Is the small business planner dated or undated?
Dated by default, starting in January 2027. You can pick any start month and year (including this month), 12 or 18 months, and Monday or Sunday weeks. Or switch to undated and write the dates in yourself, so a skipped week isn't wasted.
Does the AI fill in the small business planner for me?
Only the goal parts, and only if you want it to. Type up to six goals and the AI writes a milestone for each month and a short action for each week onto your month and week pages, plus a motto for each month. You can edit every line before you download. Everything else, from the calendar pages to the trackers, is yours to fill in by hand. You can try it 3 times a day without an account.
How many pages is the small business planner?
With the default settings it comes to about 570 pages. That includes 12 month pages, 53 weekly pages, 365 daily pages, the Business, Projects & Meetings, Content Creator and Goals pages and 20 notes pages. Switching off daily pages or sections makes it shorter, and the builder shows the total as you change things.
Make it yours in about a minute.
Set your dates, device and goals, flip through the preview free, and pay only when it's right.
Build this plannerRelated planners
All 39 planner templates
Work172 pages
Etsy & Online Shop Planner
Orders, inventory, listings and launches for Etsy, Shopify and craft sellers.
Work531 pages
Content Creator Planner
Plan videos, posts, brand deals and growth in one dark-mode planner.
Work487 pages
Work & Project Planner
Projects, meetings, priorities and an hourly weekly view.
Work524 pages
Nurse & Shift Worker Planner
Shift schedules, handover notes, CPD hours and recovery tracking.