The best 2027 planner for coaches and consultants
As a coach or consultant, you can see exactly how to help your clients. The tricky bit is getting enough of them to know you exist. You post when you remember, launch when you panic, and the discovery calls come in waves.
A 2027 planner for a coaching or consulting business shouldn’t be another pretty notebook. It should help you plan your visibility, your launches and your list, so the RIGHT clients keep finding you.
What a coach or consultant needs from a 2027 planner
1. An income target, turned into clients
“Six figures” is a wish. “So many one-to-one clients, plus one group programme launch each quarter” is a plan. You need somewhere to set your target and break it down by month, so you know how many clients you actually need.
2. Clear packages
One-to-one packages, group programmes, VIP days, retainers, workshops: when it’s all in your head, it’s confusing for you and your clients. Writing down what you sell, and what sells best, helps you focus your marketing.
3. A steady flow of discovery calls
Discovery calls dry up the moment you stop showing up. A small weekly marketing routine, written down, keeps conversations starting even when you’re busy with clients.
4. Launches planned in advance
A launch that starts two weeks before the doors open is a stressful launch. Planning your promotions for the whole year means you warm people up properly, and know what’s coming next.
5. Visibility and an email list
Your clients need to see you, hear you and trust you before they book. A monthly plan for social media, video, email, and maybe a podcast or blog, keeps you visible and grows a list of people who already like what you say.
Why the Awesome Marketing Planner fits a coach or consultant
- My 2027 in numbers: your sales target for the year, broken down by month
- My 2027 promotions: every launch, offer and programme for the year, in one place
- The Sales Train, a customer journey map from first hearing about you to becoming a client
- Email, video and social media plans, plus blog and podcast planners with 12 months on a page
- An events and workshops planner for your talks, workshops and masterclasses
- Selling without feeling salesy, for the discovery calls
- Quarterly check-ins to see which marketing brought in clients
- The mind-monkey squashing page, for when the “who am I to do this?” voice gets loud
Just so you know: this is a marketing planner, not an appointment diary. Keep your calendar or booking tool for client sessions, and use the Awesome Marketing Planner to plan how you’ll FILL them.
A simple way to start your 2027
Start with the money. Set your target in “My 2027 in numbers” and break it down by month. Then work out what mix of packages, programmes and launches gets you there. Suddenly you know how many discovery calls you need each month.
Next, plan your launches in “My 2027 promotions”, and give each one a warm-up: emails, posts, maybe a free workshop, a few weeks before the doors open. For dates to build around, have a look at Key marketing dates for 2027.
Then follow your weekly marketing routine. One helpful post, one email to your list, one conversation started. The Monday Bum Kick lands every Monday with one thing to do, and the quarterly check-ins show you what’s actually bringing in clients, so you can do more of it.
Your downloads in the Planner Portal (opening in December), to print and use alongside your planner:
- A discovery call tracker and script
- A package and programme planner
- A launch checklist
- A client progress tracker
- A workshop and webinar planner
Plus the downloads for every business: an enquiries and leads tracker, a client list with birthdays and “last bought” dates, a testimonials collector with a “how to ask for a review” script, a pricing and costing worksheet, an offers and packages planner, 100 content ideas, an email list growth tracker, a referral and collaboration partners list, a monthly expenses and mileage log, and an A4 goals and income tracker.
And it’s not just a book. It’s a whole system of six parts:
- 📖 The printed PlannerA5 hardback with gold foil, with a monthly bundle for every month of 2027.
- 🎓 The Planner PortalMy training for every page, plus extra pages to print.
- 📱 The planner appYour target, weekly sales, what you sell and your marketing streak, plus Sales Train training, on your phone.
- 👭 The Facebook groupPlan alongside other women in business using the same planner.
- 👢 The Monday Bum KickAn email from me every Monday with one thing to do that week.
- 🖍️ The ExtrasWorksheets, extra resources to print and colouring sheets.
You help your clients get clear and take action. In 2027, let’s do the same for your marketing.
Love, Claire x
Your questions
Is the Awesome Marketing Planner good for coaches and consultants?
Yes. It’s a marketing planner, so it helps you plan how you’ll find clients: your income target, your packages and launches for the year, how you’ll get seen, your email plan and a weekly marketing routine.
Can I use it to schedule client sessions?
It isn’t an appointment diary or client manager. Keep your calendar or booking tool for sessions, and use the planner to plan the marketing that fills them.