Goal planner 2027: how to set business goals you’ll actually reach

Setting goals in January is easy. Remembering them in May is the hard bit. Here’s how to set business goals for 2027 that you’ll still be working on at the end of the year.

1. Start with one money goal

You can have lots of goals. But for your business, start with one: how much do you want to sell in 2027? Write the number down. It doesn’t have to be huge. It has to be real.

2. Break it into months

A year’s target feels enormous. A month’s target feels doable. Split your number across the twelve months, and think about your busy and quiet times while you do it. If December is always your best month, give it more.

3. Decide what you’ll sell to get there

How many of each thing do you need to sell to hit your number? Write it down. Now your goal isn’t a wish, it’s a plan.

4. Plan your marketing month by month

Every sale starts with someone hearing about you. For each month, decide what you’re selling and how you’ll tell people: social media, emails, events, word of mouth. If you need help with this, read how to plan your marketing for 2027.

5. Write down your wins every week

A new customer, a lovely review, a post that got people talking. Write one down every week. On the hard days, you’ll have proof that it’s working.

6. Check in every three months

At the end of March, June and September, stop and look. Are you on track? What worked? What didn’t? Change the plan if you need to. Goals aren’t set in stone.

7. Get some help to keep going

Most goals don’t fail because they were wrong. They fail because life gets busy and they get forgotten. A reminder every week and other people working on their goals alongside you make a big difference.

The Awesome Marketing Planner: a goal planner for your business

I built the Awesome Marketing Planner System 2027 around these seven steps. The printed planner has:

• My 2027 in numbers: your sales target for the year, broken into months
• My 2027 promotions: your sales, launches and offers for the whole year
• A monthly bundle for every month with your marketing plan, your money plan, your social media plan and your daily cash flow
• Weekly pages with room for every day and your win of the week
• Quarterly check-ins after March, June and September
• Your 2027 review and 2028 at a glance, ready for next year’s goals

And for step seven, it’s six parts that work together:

• 📖 The printed PlannerA5 hardback in midnight blue with gold foil and a bright pink ribbon.
• 🎓 The Planner PortalMy training videos for every page, so you know exactly what to write.
• 📱 The planner appYour numbers and your progress towards your target, your cash flow, ideas when you’re stuck, and a marketing streak.
• 👭 The Facebook groupWork on your goals alongside other small business owners using the same planner.
• 👢 The Monday Bum KickAn email from me every Monday morning with one thing to do that week.
• 🖍️ The ExtrasWorksheets, extra resources to print, and a bit of colouring.

It’s for business goals, not personal or fitness goals. It runs January to December 2027, it’s printed to order and posted in December, and pre-orders close on Sunday 8th November.

Love, Claire x

Your questions

How do I set business goals for 2027?

Start with one clear money goal for the year. Break it into months. For each month, decide what you’ll sell and how you’ll tell people. Then check in every three months and adjust.

Is the Awesome Marketing Planner a goal planner?

It’s a business goal planner. It starts with your sales target for 2027, breaks it into months, and gives you a marketing plan and check-ins to reach it. It isn’t a personal or fitness goals journal.

Is it dated?

Yes. It runs from January to December 2027.

When do pre-orders close?

Pre-orders close on Sunday 8th November. Planners are printed to order and posted in December.