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Still planning your year in your head? Here's our free workbook to help.
The honest look back, the numbers that actually matter, and what the business really paid you last year…everything we’d walk you through in a strategy session, minus the invoice.
What’s inside?
Step 1 · The Honest Look Back. What worked, what it cost you, and who you’d rather stop working with.
Step 2 · The Numbers That Actually Matter. Profit, margin, break-even and owner pay. What each one is, how to work it out, and what it’s telling you.
Step 3 · Where Your Profit Leaks. The roles and the client work where time and money disappear without ever showing up as a line item.
Step 4 · Your Non-Negotiables. The rules you run the business by, and whether you’ve been keeping them.
Step 5 · Your One-Page Plan. The whole year, on a page you’ll actually look at.
This workbook was created in collaboration with Liv Labi, founder of The Identity Dept and the brand and messaging strategist behind all the words you see on this website.
