The best 2027 planner for therapists and wellness practitioners
If you’re a massage therapist, yoga teacher, reflexologist, counsellor or holistic practitioner, you got into this work to help people feel better. Not to “do marketing”. The idea of selling can feel at odds with everything you stand for, so it gets put off, and the empty spaces in your week stay empty.
A 2027 planner for a wellness business should help you market in a way that feels GENTLE and true to you, and still fills your sessions, classes and workshops.

What a therapist or wellness practitioner needs from a 2027 planner
1. A plan to fill sessions and classes
Quiet weeks happen, and a half-empty class is disheartening. A simple plan for what you’ll share, email or offer each month helps you bring people in before the gaps appear, not after.
2. Marketing that feels gentle
You don’t need to shout. Sharing helpful tips, being visible regularly and telling people what you offer is kind, because the people who need you can’t book you if they don’t know you’re there.
3. Workshops and retreats planned early
A workshop, a day retreat or a new class course needs time to fill. Seeing the whole year at once means you can plan them around the seasons, like a New Year reset or a calming one before Christmas, and start promoting in good time.
4. Clear offers
Single sessions, packages of sessions, class passes, gift vouchers, workshops: writing down what you sell, and what sells best, makes it easier to talk about without feeling awkward.
5. A steady income
Knowing your target for the year, broken down by month, and tracking what comes in and goes out, takes the worry out of the quiet times and shows you when to give your marketing a little nudge.
Why the Awesome Marketing Planner fits a wellness business
- Selling without feeling salesy, written for people who’d rather help than sell
- A monthly bundle with what your clients are thinking about, a getting-seen tip, a social media plan and a visibility challenge
- An events and workshops planner with 12 months on a page, for your workshops, retreats and class courses
- My 2027 promotions and a month-to-view calendar with key dates and awareness days
- My 2027 in numbers and daily cash flow, so you know how the year is going
- The “lovely things people have said” page, for collecting kind words and reviews
- The mind-monkey squashing page and a weekly marketing routine, for small steady steps
Just so you know: this is a marketing planner, not an appointment diary. Keep your booking system for appointments and classes, and use the Awesome Marketing Planner to plan how you’ll FILL them.
A simple way to start your 2027
Begin with how you want your year to feel. How many sessions or classes a week feels good, not exhausting? Turn that into a sales target in “My 2027 in numbers” and break it down by month.
Then mark your workshops, retreats and class courses in the events and workshops planner, and pop the promotions for them into “My 2027 promotions” so you start sharing them in good time. For dates to plan around, see Key marketing dates for 2027.
After that, keep it gentle and steady. One helpful tip shared, one email, one small step to be seen each week. The Monday Bum Kick arrives every Monday with one thing to do, so marketing becomes a calm little habit instead of something you dread.
Your downloads in the Planner Portal (opening in December), to print and use alongside your planner:
- A class and session attendance tracker
- A workshop and retreat planner
- A client care follow-up tracker
- A gentle marketing calendar
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, 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 look after everyone else so beautifully. In 2027, let’s look after your business too.
Love, Claire x
Your questions
Is the Awesome Marketing Planner good for therapists and wellness practitioners?
Yes. It’s a marketing planner, so it helps you plan how you’ll fill your sessions and classes: your income target, your workshops and retreats for the year, gentle ways to get seen, and a weekly routine that doesn’t feel pushy.
Can I use it to book clients?
It isn’t an appointment diary or client records system. Keep your booking system for sessions, and use the planner to plan the marketing that fills them.