End of Year Business Reflection + Planning Bundle

A 130 page guided digital workbook for business owners who want to finish strong and start the new year with clarity, focus and confidence.

Running a business is chaotic, courageous and full of lessons you don’t always get time to sit with. The End of Year Business Reflection + Planning Bundle is your chance to pause, reflect and realign, so you don’t carry overwhelm or guesswork into the next chapter.

This is where strategy meets self-awareness. Where you celebrate your progress, refine what worked and decide with intention what’s coming next.

Inside, you’ll find everything you need to wrap the year beautifully and step into the new one like the leader you are.

✔️ Full Social Media Audit & Strategy Refresh

• Instagram profile review checklist

• Highlight, bio & link updates

• Growth & engagement review

• Top/Mid/Bottom of funnel content mapping

• Hashtag research planner

• Content performance analysis

• UGC, brand rep & influencer review

✔️ Content Planning System

• Content themes & strategy development

• Batch-planning framework

• Monthly content calendar template

• Seasonal + event-based content planning

✔️ Email Marketing Audit

• Review & optimise automations

• Welcome, review, abandoned cart & win-back flow prompts

• Email performance tracker

• Value-first email campaign planner

✔️ Website Audit & Optimisation

• Product/service description checklist

• Navigation + conversion review

• Brand consistency & image update checklist

• Key compliance pages (policies, FAQs, shipping etc.)

✔️ Launch + Promotion Planner

• 12-month campaign mapping

• Launch structure & lead-up timeline

• Sales cycle analysis + best-practice timing

• Creatives + shoot planning

✔️ Market Research Toolkit

• Competitor evaluation worksheets

• Industry trends & positioning guide

• Messaging differentiation prompts

✔️ Personal Development & Goal-Setting Workbook

• Annual reflection prompts

• Wheel of Life audit

• Energy & boundaries assessment

• Quarterly/monthly goal breakdown pages

📌 Digital Download 
Print it or use digitally on your iPad or desktop.

This is your moment to close out the year with gratitude and step into the next with intention.