The best 2027 planner for virtual assistants

By Claire Mitchell, The Girls Mean Business · 26 October 2026

As a virtual assistant, you’re brilliant at organising everyone else’s business. Your own marketing? That’s the bit that gets squeezed out when client work piles up. Then a client leaves, and suddenly you need new ones, fast.

A 2027 planner for a VA business shouldn’t be another to-do list. It should help you keep the RIGHT clients coming, even when you’re busy.

The Awesome Marketing Planner System 2027: the A5 hardback planner and its pages, the Planner Portal on a laptop and the planner app on phones — The Awesome Marketing Planner System 2027: planner, Portal and app, plus the group, the Monday Bum Kick and the extras.

What a virtual assistant needs from a 2027 planner

1. An income target, turned into clients and hours

“£30,000 this year” is a wish. “Six retainer clients at so many hours a month” is a plan. You need somewhere to set your target and break it down, so you know exactly how many clients you need.

2. Marketing that keeps going when you’re fully booked

The classic VA rollercoaster: market hard, get booked up, stop marketing, lose a client, panic. A small weekly marketing routine, written down, keeps your pipeline warm even in your busiest months.

3. Getting seen where your clients are

Whether your clients find you on LinkedIn, through referrals or in Facebook groups, you need a simple plan for where you’ll show up each week, and a reminder to actually do it.

4. Clear offers

Packages, retainers, VIP days, specialist services: writing down what you sell, and what sells best, helps you stop saying yes to everything.

5. Your money, every month

Steady income is the dream. Tracking what comes in and goes out each month shows you whether you’re getting there, and when you need to market harder.

Why the Awesome Marketing Planner fits a VA business

Your 2027 in numbers: your sales target for the year, broken down by month
A monthly marketing plan that asks what your clients are thinking about, how you’ll get seen and what you’ll sell
A social media plan and a visibility challenge every month, so you keep showing up
Daily cash flow every month: what came in, what went out and what you kept
Weekly pages with room for every day and your win of the week
Quarterly check-ins to see which marketing brought in clients
Selling without feeling salesy, for the discovery calls

Just so you know: this is a marketing planner, not a client task manager or appointment diary. Keep your calendar and project tools for client work. Use the Awesome Marketing Planner for YOUR business: the marketing that brings the clients in.

Your downloads in the Planner Portal (opening in December), to print and use alongside your planner:

A client tracker (retainers, hours and renewal dates)
A retainer hours log
A client onboarding checklist
A discovery call script and notes sheet

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.

The planner app: My numbers — The planner app: your numbers, your marketing streak and what you sell

The planner app: visibility challenge and marketing streak — The planner app: your numbers, your marketing streak and what you sell

You keep everyone else’s business running. In 2027, let’s make sure your own marketing gets the same love.

Love, Claire x

Your questions

Is the Awesome Marketing Planner good for virtual assistants?

Yes. It’s a marketing planner, so it helps you plan how you’ll find and keep clients: your income target, what you’ll offer, how you’ll get seen, and a weekly routine you can keep up around client work.

Can I use it to schedule client work?

It isn’t a client task manager or an appointment diary. Keep your project tool or calendar for client work, and use the planner for your own business: the marketing that brings the clients in.