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Unlock Your Productivity Potential with the Taylor Lee Strategic Planner, a comprehensive planner to streamline your personal and professional life.

 

↳ Collaborative To-Do List – Seamlessly track and manage tasks across team members to keep projects on schedule.

↳ Financial Forecasting – Plan, predict, and track revenue and expenses for better financial control.

↳ KPI Tracker – Track key performance indicators for yourself and your team to measure achievements, success, and areas for improvement.

↳ Leads Tracker – Organise, track, and follow up with potential clients effortlessly.

↳ Marketing Overview – Strategically plan and manage content across ALL platforms.

↳ Health & Wellness Section – Meal planning, training programs, and movement tracking to support a balanced lifestyle.

↳ Daily Planner & Habit Tracker – Includes audits, goal-setting templates, and so much more!

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Manage your personal and professional life all in one place with the Taylor Lee Strategic Planner.

 

 Designed to streamline your tasks, deadlines, and goals so you can stay on top of everything without the overwhelm.

With full customisation options and seamless access across all your devices, this planner helps you create a system that works for YOU.

Take a sneak peek below and see how this planner can transform the way you organise both your personal and professional life.

Available exclusively on Notion for just $47.

Manage your finances by tracking your monthly income and expenses. Easily monitor both incoming and outgoing money, and calculate total expenses to understand where your money is going. Additionally, you can keep financial meeting notes in one place. This feature empowers you to improve your spending and saving habits, leading to better financial management and greater control over your finances.

Create project overviews tailored to your needs. Customise each project by adding to-do lists, course content, sales copies, prices, launch dates, and selling dates. Organise them into categories for easy access and adjustment. This feature not only streamlines project management but also enhances organisation, especially when collaborating with a team.

Gather all marketing materials and assign release dates. Sort them based on to-do tasks and scheduled activities to identify what needs to be done. Create an overall schedule based on platforms, along with a timeline, to ensure a coordinated marketing strategy. This feature enables comprehensive planning and efficient execution, optimising your marketing efforts across various channels.

Smarter Financial Management

Track your monthly income and expenses to gain a clear view of your cash flow. Monitor both incoming and outgoing money, calculate expenses, and identify spending patterns to make informed decisions.

Income forecasting by category helps you anticipate fluctuations and plan cash flow strategies for steady finances, whether for personal or business use.

With tracking, forecasting, and planning, this planner gives you full control to manage your finances with confidence.

Marketing Planning & Execution

Simplify your marketing by organizing everything in one place. Assign release dates, sort tasks into to-do lists, and create a platform-based schedule with clear timelines for smooth execution.

The planner tracks quarterly marketing meetings with a strategy template to refine your approach. It also allows you to log client feedback for authoritative content and track market research to stay aligned with trends.

Helping you stay organised and execute your strategy efficiently across all platforms.

Seamless Client Management

Efficiently track client’s packages, including start and end dates, payment plans, and contract and satisfaction form status, to stay on top of important details and provide tailored support.

With all client information securely stored in one reliable portal and a dedicated space for notes, this tool helps you stay organised and provide personalised support to each client.

This portal simplifies client management, ensuring you can provide the best possible client experience.

Purchase the Taylor Lee Strategic Planner once and own it forever...

 

✔ Say goodbye to the overwhelm of a never-ending to-do list through the automated structure 

✔ Never let a deadline slip through the cracks again

✔Seamlessly organise, manage, and track your tasks from anywhere

✔Access your Taylor Lee Digital Planner from any device

✔ Get a free 15-minute walkthrough from Taylor to guide you on how to utilise the space most effectively (so if you're new to Notion - don't worry)

✔ Completely customisable to make it your own!

 

Buy now