Edit-able Coach Business Planner

It's FINALLY here! I am totally OCD about my planners, but lately my 4 year old daughter has been hijacking my pages! By the time I find them they are doodled on and OR destroyed... It's been slightly aggravating haha! With all the request I have been getting for an editable planner I figured it was ABOUT time I got on that. DRUM ROLL.... (SEE this on Etsy)

Introducing the POWER planner! If you liked my ULTIMATE Coach Business planner you are going to LOVE this! This planner features 24  FULLY edit-able PDF pages. It PACKS a power punch that will help you take control of your business and MANAGE your activities, customers, team, SOCIAL networks, and MORE!

This was designed for Beachbody coaches but could be used for any at home business that utilizes social networking and contact management. PLEASE note that 3 files are Beachbody specific (The activity tracker, Coach List, & the Daily Schedule) HOWEVER I have included a BONUS “Daily Agenda” to replace the schedule for those of you who are not affiliated.

Customer Management

  • Single line contact list: This is a basic, easy to use singe line contact form.
  • Multiple line contact list: This is a detailed contact list with multiple spaces for new information. 
  • Customer List: This is a basic customer list with space for multiple details. 
  • Customer Profile: This is an individual file sheet for your customers. It’s a great way to update their information and have their profile right in your files for quick reference!
  • Coach List: This is a list for all your coaches separated by right and left leg with a section to note status or rank.

Schedule Management

  • Daily Schedule: This is a basic breakdown of your day and top to do’s.
  • Weekly Schedule: This is a weekly schedule you can use to schedule your entire week in advance. 
  • Monthly Calendar: This is perfect to set challenge group dates or other important events! Use it in your team group as a schedule and note the national calls or any team webinars or training. 

Group Management

  • Weekly Facebook Group Planner: This is perfect to keep track of all your group check INS OR plan posts for your support group or challenge groups. 
  • Challenge Group Planner: This is a challenge group planner to keep better organize your challenge groups and track your prospects! 
  • 30 day Challenge Group Participation Tracker: This is my NEW favorite challenge group tool! Never let a challenger slip through the cracks again… stay on top of who’s participating and who’s not!! 

Social Media Management 

  • Weekly Blog Planner: This is where you plan you weekly blog to do’s! 
  • Weekly Facebook Planner: Are you building your business on Facebook? Check out this handy post planner! It’s a great way to make sure you’re not posting the same boring thing every day! Stager your posts, change it up, and plan posts to ENGAGE!
  • Weekly Instagram Planner: Are you trying to break into Instagram?! I know I am… this planner is a great way to plan picture, or just save ideas, and popular hashtags. 
  • Weekly Pinterest Planner: Who doesn’t love Pinterest! This planner is a great way to plan your pinning madness. Keep track of your boards, plan daily pins, and get NEW followers! 
  • Weekly Twitter Planner: Are you a tweeter? This planner is a great way for you to plan your assault on the whole tweeting world! Keep in new and fresh to attract new followers into your network!
  • BONUS: Daily Agenda: This is the BONUS. A super daily schedules that also include social networking! Pretty much EVERYTHING you need to do in a day all on one page! This is totally my personal daily planner and I LOVE it!

Business Management

  • Expense Tracker: This file is to track all your business related expenses. 
  • Sales Log: This file tracks all your sales. 
  • Activity Tracker: This file tracks your weekly business activity. 
  • Team Call/Webinar Planner: This file is a great way to plan the details for your next team call, webinar, or one on on!! 
  • Email Log: Keep track of the emails you are sending! Make sure you are sending a client email and coach email regularly. 
  • Yearly  Profit Worksheet: This file breaks the year down into 12 months. You can balance your expenses for the month and your income to find out what you actually made. Add all 12 months up and you will find your income for the year! 
  • Yearly Goals: This file is for your GOALS! Not only your top goals for the year but your monthly goals as well! Remember reaching those BIG goals is all about consistently hitting the small ones!! 

ONLY $13 

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Additional Details: 
  • Once your payment has cleared a file download link will automatically be sent directly to your inbox. This is the email address associated with your paypal account (generally the one you use to log in with). If you are unable to find the the email to download or you have any other problems feel free to contact me by email MelissaMorris@CoachMMorris.com OR on Facebook
  • Once purchased, these pages can be printed over and over on 8.5 x 11 inch paper. 
  • These files are sent electronically in a zip file. You will need to "unzip" the folder to view the files. This will not require any additional software unless you are downloading onto a smart devise. In that case you will an app that extracts/unzips folders. All computers come standard with the capability of doing this. 
  • Please make sure your PDF reader is up to date before viewing/printing to ensure no loss of quality, font distortion, or other visual issues. 
  • This file is for personal use only. You may not forward, share, sell or distribute the file. It is for non-commercial use only. To Insanity And Back retains all rights.
  •  Check the FAQ for more questions and answers. 
  • Due to the personalized nature of my products, I am unable to offer refunds or accept returns. Digital items are not tangible items that can be sent back to me, so please make sure to read the listing details to make sure that what you're ordering is right for you. That being said if you are unhappy with your purchase for any reason please contact me. I will be happy to work with you resolving any issues. 


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