Templates
Weekly Planner

Weekly Planner - Week [NUMBER]

Dates: [Start Date] to [End Date]

Current Phase: Phase [1/2/3] - [Lead Magnet / Workbook / Course & Certification]

Week Theme: [e.g., "Technical Setup", "Content Creation", "Launch Week"]


πŸ“‹ This Week's Objectives

Primary Goal: [Main thing to accomplish this week]

Success Metrics:

  • Email subscribers: Target _____, Current _____
  • Product sales: Target _____, Current _____
  • Revenue: Target $, Current $
  • Content created: Target _____, Current _____

βœ… Daily Task Breakdown

Monday

Top Priority: ______________________

Tasks:

  • ______________________
  • ______________________
  • ______________________

Marketing:

  • Social post (Facebook)
  • Social post (Instagram)
  • Social post (LinkedIn)
  • Respond to comments/messages

Metrics to Check:

  • Email list size
  • Weekend sales
  • Ad performance

Time Blocked:

  • 8-10 AM: ______________________
  • 10-12 PM: ______________________
  • 2-4 PM: ______________________

Notes:




Tuesday

Top Priority: ______________________

Tasks:

  • ______________________
  • ______________________
  • ______________________

Content:

  • Blog post draft/edit/publish
  • Social posts (3 platforms)

Email:

  • Check broadcast stats from Monday
  • Respond to subscriber questions

Time Blocked:

  • 8-10 AM: ______________________
  • 10-12 PM: ______________________
  • 2-4 PM: ______________________

Notes:




Wednesday

Top Priority: ______________________

Tasks:

  • ______________________
  • ______________________
  • ______________________

Marketing:

  • Email broadcast (if scheduled)
  • Social posts (3 platforms)
  • Review ad performance

Ads:

  • Check Facebook/Instagram ads
  • Check Google ads
  • Adjust budgets if needed

Time Blocked:

  • 8-10 AM: ______________________
  • 10-12 PM: ______________________
  • 2-4 PM: ______________________

Notes:




Thursday

Top Priority: ______________________

Tasks:

  • ______________________
  • ______________________
  • ______________________

Content:

  • Video content (record/edit/publish)
  • Social posts (3 platforms)

Community:

  • Engage in Facebook groups
  • Respond to LinkedIn comments
  • Answer Instagram DMs

Time Blocked:

  • 8-10 AM: ______________________
  • 10-12 PM: ______________________
  • 2-4 PM: ______________________

Notes:




Friday

Top Priority: ______________________

Tasks:

  • ______________________
  • ______________________
  • ______________________

Marketing:

  • Social posts (3 platforms)
  • Review week's performance

Ads:

  • Turn off underperforming ads
  • Increase budget on winners
  • Plan next week's ads

Wrap-up:

  • Customer support catch-up
  • Update metrics dashboard
  • Plan next week

Time Blocked:

  • 8-10 AM: ______________________
  • 10-12 PM: ______________________
  • 2-4 PM: ______________________

Notes:




Saturday (Optional Work Day)

Focus: Light tasks only

Tasks:

  • Social posts (if scheduled)
  • Quick email/message check
  • Plan Monday content

Notes:




Sunday (Planning Day)

Review & Plan:

  • Review week's metrics
  • Update CBRS-COMMAND-CENTER.md
  • Duplicate this template for next week
  • Plan next week's content
  • Schedule social posts for week

Notes:




πŸ“Š Weekly Metrics Review

Email List:

  • Start of week: _____
  • End of week: _____
  • Growth: _____ (+____%)
  • Goal: _____
  • Status: ☐ On track ☐ Behind ☐ Ahead

Engagement:

  • Email open rate: _____%
  • Email click rate: _____%
  • Social engagement: _____
  • Website visitors: _____

Sales:

  • Workbook sales: _____
  • Course enrollments: _____
  • Certification enrollments: _____
  • Total revenue: $_____
  • Goal: $_____
  • Status: ☐ On track ☐ Behind ☐ Ahead

Ads Performance:

  • Facebook/IG ad spend: $_____
  • Google ad spend: $_____
  • Total leads: _____
  • Cost per lead: $_____
  • ROAS: _____x

Content Created:

  • Blog posts: _____
  • Social posts: _____
  • Videos: _____
  • Emails: _____

πŸ’‘ Wins This Week

Big Wins:




Small Wins:





🚧 Challenges & Solutions

Challenge #1: _____________________________________________________

Solution: _____________________________________________________

Challenge #2: _____________________________________________________

Solution: _____________________________________________________

Challenge #3: _____________________________________________________

Solution: _____________________________________________________


πŸ“ Learnings

What worked well:




What didn't work:




What to try next week:





🎯 Next Week Preview

Week [NUMBER + 1] Focus: _____________________________________________________

Key Tasks:




Content to Create:




Goals:

  • Email list: _____
  • Sales: _____
  • Revenue: $_____

πŸ”„ Recurring Tasks Checklist

Daily:

  • Post on Facebook
  • Post on Instagram
  • Post on LinkedIn
  • Respond to comments/DMs
  • Check email for customer support
  • Review ad performance (quick check)

Weekly:

  • Publish blog post
  • Create/publish video content
  • Send email broadcast
  • Deep dive on analytics
  • Adjust ad budgets
  • Plan next week's content

Bi-Weekly:

  • Review and optimize landing page
  • Update email sequences
  • Create new lead magnet content
  • Test new ad creatives

Monthly:

  • Review overall strategy
  • Update CBRS-COMMAND-CENTER.md
  • Financial review (revenue, expenses, profit)
  • Celebrate wins
  • Set next month's goals

πŸ“ž Support Needed

Blockers:

  • _____________________________________________________
  • _____________________________________________________

Help Needed From:

  • Designer: _____________________________________________________
  • Writer: _____________________________________________________
  • Video editor: _____________________________________________________
  • VA: _____________________________________________________
  • Other: _____________________________________________________

Resources to Purchase:

  • _____________________________________________________
  • _____________________________________________________

πŸ’° Financial Tracking

Revenue This Week:

  • Workbook: $_____ (_____ sales Γ— $37)
  • Course: $_____ (_____ sales Γ— $297)
  • Certification: $_____ (_____ sales Γ— $997)
  • Total: $_____

Expenses This Week:

  • Ad spend: $_____
  • Software/tools: $_____
  • Contractors (design, editing, etc.): $_____
  • Total: $_____

Profit This Week: $_____

Cumulative:

  • Total revenue to date: $_____
  • Total expenses to date: $_____
  • Total profit to date: $_____
  • ROI: _____%

πŸŽ‰ Celebration

What I'm proud of this week:




Reward for hitting goals:



Week completed on: [Date]

Next week starts: [Date]

Status: ☐ On track ☐ Need to catch up ☐ Ahead of schedule