New Year Planning! Annual Plan for Online Entrepreneurs
Can you believe another year has flown by? I don’t know about you, but this year has been a journey of ups and downs. I frequently have to remind myself that the LORD's plan is always greater when things do not go exactly how I planned. With that said, an annual plan provides a compass so you don't lose sight of what's important when you hit the bumps in the road.
Successful online business owners understand that business ebbs and flows. What you need to hold tight to is your why. That is what will keep you going during the struggles and thankful in times of prosperity. Understanding what drives you towards your goals or why you are so passionate about taking yourself on this unknown journey of entrepreneurship. Your why, along with your what or the vision you have of where you want to go in the next year, three years, and even five years. Does this mean that every detail is planned? Nope, not at all. It's important to plan your year as a small business owner. But, even more essential is to plan each quarter. That’s when you dive into the details.
Let's start the new year strong by creating a purposeful success plan. I'm sharing everything that's in my annual planning process. Download the Free Quarterly Planning Guide for Small Online Business Owners. It will be a resource that you will use time and time again. https://misstask.com/free-planning-workbook
If you’d like this in a Google Doc, I’ll put the link to get your hands on the Annual Toolkit for only $27! Here is the link to buy it now!
Why Create an Annual Plan?
Are you thinking, NOOOO, Michele, I am not a planner. It feels overwhelming, so I'll stick with flying by the seat of my pants. I get it. In the past, I've flown by the seat of my pants and felt that worked well. However, if you intend to grow your business and become a CEO, you must act like a CEO. What has worked in the past to get you to this point will not be what scales your business to the next level.
You see, an annual plan provides many benefits:
- It lets you set goals and work towards achieving them
- Keeps you focused on what matters most to you
- Reduces the chance you'll lose sight of your priorities,
- Provides direction and alignment for the year ahead
- Helps you feel in control and on top of your business
- Allows for less hustle to get everything done
Map Out Your Year
When we map out the year, this is our roadmap of where we want to go in the upcoming new year it allows you to focus on the big picture.
Creating your full-year roadmap lets you schedule important events and commitments around your life by blocking out vacation days.
When you map out the year, you begin to understand your time bank—knowing what you can take on and still allowing yourself three-day weekends and spending time with your kids during the summer.
It provides direction without getting stuck in the details. When you create your annual budget. Plan your launch schedule around your life and not your life around your business. Decide what major initiatives to undertake for the year, not only with your business but with your life, too.
Because whether it is a business project or a personal project, it is important to keep it to one major initiative at a time. When you take on too much, you’ll not have enough time in the day to do all the things in the end, leaving you feeling like you’re failing.
Begin With Reflection
Take a moment to reflect on what has happened in the past year before planning. Allow yourself to identify successes and areas that need improvement. This will help you focus your energy on the initiatives that will have the most impact. Your wins and failures can teach you a lot. Take some time to reflect on what is most important to you. Write about the life you envision for yourself in the future.
Here are a few journal prompts to get you started:
- What went really well that you want to repeat?
- What are you most proud of?
- What challenges did you face?
- What changed you?
- What do you want to do differently next year?
- Remember, there is no failure, only feedback. What feedback did you receive?
Not much of a journaler? Don't worry; instead, write out an exhaustive list of key points and things you’d like to improve. As with everything, it has to work for you.
How Happy Are You Really?
Inside Notion, I have a daily journal. One of the fields is my daily happiness. By keeping track of this daily, I’m able to go into my monthly and yearly roll-ups and see how happy I really am in my day-to-day life.
Next, let's do a self-assessment to determine how happy you are with your life and online coaching business. Let me break this down for you, how happy are you with each of these categories in your life? One is not happy at all something must change, and ten means you’re over the moon happy.
- Money
- Personal Growth
- Self Care (Mind-Body-Spirit)
- Family and Friends
- Love and Relationships
- You Time (Fun and Leisure)
- Home Environment
- Online Business
Reflect On Your Assessment
- What scored high in your self-assessment?
- Why do you feel these things are working?
- What is not working in your life and online business?
- What scored low on your self-assessment?
- Why do you feel these things are not working?
- Where do you need to give yourself grace?
Vision Planning for the New Year
If you have a journal, now is the perfect time to get it out to dream about your future life. Really, let your mind wander as you think about what you’re aspiring to achieve in the new year. Step into your future self and what is different in your future life. In one year, where do you hope to be? I believe this is very important; what do you want your feelings to be one year from now?
I’m not stopping there; here is a list of questions for you to journal on in order to gain even more clarity.
- Where are you now in your present life?
- Who do you want to become in the new year?
- Where do you want to be in your life and online coaching business?
- Where do you hope to be one year from now?
- What does your ideal life look like?
- What does your ideal schedule look like?
- Where are the gaps between who you are now and who you want to become?
- What's holding you back? Let go of limiting beliefs.
- Looking back at your self-assessment, where are you not in alignment?
- What matters most in life to you?
- What makes me the happiest?
- What is one word to describe your focus for the year? Is it family, consistency, joy, growth, or health?
- I haven't fully decided on my word for the upcoming year yet. But, gratitude has come to mind on more than one occasion.
What is holding you back? Be honest with yourself; what beliefs or shoulds are you holding on to that are no longer serving you?
Once you have answered the following questions, go to Canva or Pinterest and create your vision board. On Pinterest, make a secret board and pin those images you want to embody in the new year. As for Canva, design an image for your desktop to keep your vision board and goals front and center!
Create a vision board featuring images that represent your ideal future. Keep it visible as motivation.
Another thing I do in Notion is my vision board. I find an image to represent one thing I envision in my life. Then, I write down why I want this and how it will make me feel.
Once I have my vision and goals inside of Notion, I create a vision board for my desktop. I have two monitors. One that has my vision board for the year. My primary monitor has my vision board for the month. Yes, I create a vision board each month to focus on one thing.
Here is a previous YouTube video that I did on annual planning.
Long-Form Content Planning
What is your content strategy for the year ahead? Does your long-form content lead up to your live launches? Does your pillar content support your revenue stream?
The long-form content in your business is a door away to working with your business; it should be given the proper amount of time. Does your long-form content showcase your skills and the benefits of your services?
Do you have a process for refreshing, reusing, and repurposing your content? If you take the time to create the content, make sure you have a plan to spread the word without leaving you feeling exhausted and overwhelmed.
If part of your yearly plan includes being more consistent with your long-form content, or you want to refresh, reuse, and repurpose what you already have… this is where I can support you. My done-for-you repurposing services give you strategic content that actually sounds like you, without the overwhelm. Check it out here: Content Repurposing Services
Yay! Goal Planning
With your vision in mind, set goals for the year. Do you know what motivates you to accomplish your goals? Do you need outside accountability? If that’s the case, find yourself an accountability bestie. What if you’re not really sure?
In the past, I’ve mentioned Gretchen Rubin's book The Four Tendencies; here is a link to the quiz to find out your tendency: https://gretchenrubin.com/quiz/the-four-tendencies-quiz/. What, I know, right? It boils down to this: what drives you to take action to achieve your goals?
UPHOLDER: “I do what others expect of me—and what I expect from myself.”
QUESTIONER: “I do what I think is best, according to my judgment. If it doesn’t make sense, I won’t do it.”
OBLIGER: “I do what I have to do. I don’t want to let others down, but I may let myself down.”
REBEL: “I do what I want, in my own way. If you try to make me do something—even if I try to make myself do something—I’m less likely to do it.”
Gretchen Rubin, The Four Tendencies
Set Your Goals
- What do you want to achieve this next year?
- Launch a new service or product.
- Hit your ideal income amount.
- Achieve important business outcomes.
- Make commitments to what you'll achieve.
- Address expected challenges
- Get the resources you'll need (team, tools)
Are your goals in alignment with your vision? Be committed to achieving them. If you’re not committed to achieving your goals, who will be? I’ve mentioned this before: Is it the right goal if you’re unwilling to dedicate time to your goal?
Plan Your Budget
An essential part of annual planning is creating a budget for the year ahead.
Determine:
- What are your financial goals for the new year? Not sure what financial goals to set? Here is a list:
- Revenue goal
- Spending goal
- Savings goal
- How much do you want to pay yourself this year?
- Make sure your products and services are priced right to hit these goals. Have you done the math on your revenue goals versus the price of your offer?
Do you know if it is even possible to hit your revenue goals with how you have your services priced?
I have a free resource, Know Thy Number. It has a bonus tab to Price for Profit. If you’ve not created a budget or do not have a clue how to price your services for profit, grab that free resource here: https://misstask.com/know-thy-numbers
Map Out Your Launches and Promotions
The final piece to include in your annual planning is your launches, promotions, and time off:
- Block out vacation days and regular days off first
- Decide your quarterly focus areas
- Schedule promotions and launches
- Allow time for new offer creation
One of the key reasons you map all of this out at a high level? It gives you a 10,000-foot view of your year. It allows you to avoid planning promotions or launches during your scheduled time off. I promise you, your family does not want to go on vacation while you’re in the middle of a launch. That would not be a vacation for anyone.
What more planning read this next!
Time To Wrap Up New Year Planning
Wow, we made it to the end! You have everything you need for annual planning success! Download the FREE Quarterly Planning Resource to get started.
Or, for $27, get the Annual Planning Google Doc template to use again and again. Feel free to reach out with any questions. Here is the link to buy it now! Cheers to a fabulous New Year ahead!
Happy planning!
Thank you so much for reading. I appreciate you and hope you have a wonderful week!
Cold Pitching: Build Your Business Without Social Media
Friend, if you're feeling overwhelmed by the social media algorithm game and wondering if there's a better way to grow your business, this episode is for you.
I recently sat down with Lana Pummill, a visibility strategist and cold pitch expert who helps entrepreneurs get seen without relying on social media algorithms. As a mom of four who built her business from a place of genuine need and determination, Lana's story is both inspiring and incredibly practical.
From Survival Mode to Thriving Business
Lana's journey into entrepreneurship started in the summer of 2019. Like many of us, she was looking to find herself again after motherhood and bring in some extra income. But everything changed in December 2021 when she became a single mom of four with three-month-old twins.
Sometimes our biggest breakthroughs come from our most desperate moments.
By December 2023, Lana found herself struggling. She was visiting food banks twice a month to feed her kids and worried that losing just one client meant she couldn't pay rent. Instead of giving up, she did something that changed everything.
The Email That Changed Everything
In her moment of need, Lana sent a brutally honest email to six people whose newsletters she had been following. She reached out to Heather Ferris and said:
“I'm a single mom of four. I'm struggling. This is what I can offer you. I want to teach my kids that anything is possible. So I'm taking a leap.”
Out of six emails sent, one person responded. Just one. But that one response was enough.
Heather didn't want to hire Lana for the services she was offering. Instead, she said, “I want to hire you for what you just did. I want to hire you to cold pitch for me.”
Lana didn't even realize there was a term for what she had done. She just sent an authentic email when she needed help most. That one connection led to a thriving business helping others do the same thing.
What Makes Cold Pitching Different
Now, this is important. Cold pitching isn't about copy-paste scripts or generic templates. Lana explained that the technical definition is reaching out to potential clients you don't have a relationship with to sell your services or pitch a collaboration.
But here's the interesting part: Lana's approach is anything but cold.
Her method focuses on connection and authenticity. She reminds us that for every email we send, the recipient is probably getting 5 to 20 more that all sound exactly the same. If you don't make yourself different, you'll get lost in the noise.
What makes Lana different is that her approach stems from real-world experience, not theory. She's built her own business and helped other entrepreneurs land collaborations, clients, and opportunities without relying on social media algorithms or huge audiences. Her style is practical and transparent—she gives people step-by-step systems they can actually use the same day.
Lana's 4-Part Visibility System
Lana doesn't just send random emails and hope they stick when she works with clients. She's developed a systematic approach that she calls her 4-Part Visibility System:
1. Research: Find the right opportunities. This isn't about pitching everyone—it's about finding the people and platforms that align with your mission and serve your ideal clients.
2. Relevance: Align your pitch with what the other person needs. This is where so many pitches fall flat—they're all about what you want instead of how you can serve their audience.
3. Relationship: Build connection before and after the pitch. Visibility isn't transactional—it's relational. The follow-up and continued connection matter just as much as the initial outreach.
4. Repeat: Consistency and follow-up that actually converts. This isn't a one-and-done strategy. It's about creating a repeatable process you can maintain week after week.
This system turns pitching from a scary, random act into a confident, repeatable process. And that's exactly what busy wellness coaches need—something systematic, not scattershot.
The Connection-First Approach
Within this framework, Lana starts with a questionnaire to really get to know her clients. Her goal? To craft emails and messages that sound exactly like you. She wants your close friend or family member to read it and think, “I know this is theirs.”
Here's what she recommends focusing on:
- Own who you are. Share what makes you different. Whether you're a single mom, raised by a single mom, or have a unique perspective on your industry, own it. Your people will find you when you show up authentically.
- Start with connection, not pitch. Don't lead with what you want from them. Start with a genuine compliment or connection point. Show them you've actually engaged with their content.
- Only pitch to people you actually want to work with. Don't waste time pitching to someone whose content you wouldn't consume yourself. It'll come through in your email that you don't actually care.
A Simple System for Busy Coaches
I'm guessing you're thinking, “Michele, this sounds great, but I'm already juggling client sessions, program development, and trying to maintain a household. Where do I find the time?”
Lana gets it. She's been there, working through the night when her kids were little. Here's her recommendation for someone just starting out:
Begin by setting one goal. It could be landing one podcast interview, one collaboration, or landing one new client. Starting with a big goal and not reaching it immediately will make you feel defeated.
Spend just 45 minutes a week:
- 15 minutes on Monday: Research who you want to pitch to
- 15 minutes on Wednesday: Craft your perfect pitch or DM
- 15 minutes on Thursday: Send your emails and follow up
Lana recommends avoiding Mondays and Fridays for sending emails. On Mondays, people are catching up from the weekend. Fridays, they're already checked out. Thursday or Tuesday tends to work best.
The Easiest Place to Start
Here's something I love that Lana shared: Start by hitting reply to newsletters from people you already follow and respect.
Think about it. You're already consuming their content. You already know their vibe. You are their audience, or you would have unsubscribed long ago. This makes crafting an authentic message so much easier than starting with a stranger you found on the internet.
When you reply, tell them your story. Share why you've stayed on their list. Be honest about what you could offer them. The connection is already there because you've been in their world for weeks, months, or even years.
Common Pitching Mistakes to Avoid
Through her work with entrepreneurs, Lana has seen what works and what definitely doesn't. Here are some common mistakes that cost people opportunities:
- Leading with your needs instead of their needs. Remember the Relevance part of her system—your pitch needs to show how you can serve their audience, not just what you want from them.
- Using generic templates that scream “copy-paste.” If they can tell you sent the same message to 50 other people, you've already lost their attention.
- Not doing your research. Pitching to podcasts that don't cover your topic or reaching out to people whose values don't align with yours wastes everyone's time.
- Giving up after one or two attempts. Remember the Repeat part of the system—consistency is what separates those who get results from those who don't.
Handling Rejection and Moving Forward
Friend, I know putting yourself out there can be scary. What if they say no? What if they don't respond?
Lana reminds us that we need to get to a point where we just do it anyway. She said something powerful: Sometimes you have to find yourself in a desperate moment to let fear not matter. As moms, we do what we need to do for our kids.
Here's how to think about responses:
- No response: They probably get dozens of similar emails. Move on to the next one.
- A “no” response: Actually, this is good news. They felt something enough to take time to respond. Plus, look at it as “not yet” instead of “never.” Keep them on your list to circle back to in 2-3 months.
- A “yes” response: Celebrate it! And know that more yeses are coming as you stay consistent.
Lana shared a powerful story about this. In 2019, she reached out to someone who said no because Lana didn't have enough experience at the time. But she didn't let that rejection define her. She continued to build her business and serve her clients well. In March of this year, the same person hired her because a mutual client had given her name. The timing just wasn't right back in 2019.
Building Your System
Lana is big on organization because the more notes you take along this journey, the more you'll learn what works and what doesn't. She recommends creating a simple spreadsheet to track:
- Who you pitched and when
- Their response (or lack of response)
- When to follow up or circle back
- What approach seemed to resonate
This way, you're not just throwing stones in the dark. You're learning and refining your approach with each pitch.
The Power of Nurturing Relationships
One thing that really stood out to me in our conversation was Lana's emphasis on nurturing relationships before pitching. She doesn't just find someone and immediately ask for something.
When Lana meets people through summits, networking events, or mutual connections, she adds them to a list. But instead of pitching right away, she starts checking in on them. She supports their content. She builds an actual relationship.
Then, when she does pitch later, there's already that connection. She can reference their work together, the summit they both participated in, or the conversations they've had. It's warm, not cold.
This is so much more than just a business strategy. This is about building genuine relationships with people who share your values and your mission.
Quality Over Quantity
I think so many of us get sucked into the social media numbers game. We think we need 10,000 followers before we can be successful. But Lana reminds us of something crucial:
Ten people who will show up for you every time are worth more than 10,000 followers who never engage with your content.
She's built her entire business without paying for ads. It's been word of mouth, reputation, and authentic connections through email. She hasn't had to rely on algorithms or worry about whether her post will reach her audience.
It's not about the numbers. It's about the connections and being authentic. When you show up as yourself, your people will find you.
Visibility as Your Growth Strategy
Here's what I want you to really hear: Pitching yourself can open doors to collaborations, podcasts, summits, and press features. It gets you in front of aligned audiences faster than social media ever could.
When you're showing up on someone else's podcast or in their summit, you're being introduced to people who already trust that host. You're borrowing their credibility and reaching an audience that's already primed to hear your message.
That's so much more powerful than hoping your Instagram post reaches three people beyond the algorithm.
Protecting Your Peace
Something else Lana shared that is so important for Christian Business Owners to hear: You have to protect your peace.
She's now at a place where she can be selective about who she works with. And she recommends that when you have the option, only work with people whose content you would actually consume. People whose mission aligns with yours. People who energize you rather than drain you.
If you're feeling anxious just thinking about reaching out to a client, that's a red flag. There's everyday deadline stress, and then there's the stress of working with someone who doesn't align with your values. Learn to recognize the difference.
Your family can pick up on it when you're carrying that weight. That calling you have to help people heal deserves systems and relationships that support it, not stress you out.
Taking That First Leap
If you're sitting there with an email draft that's been waiting to be sent, or a DM typed up but not delivered, I want to encourage you the same way Lana encouraged our listeners:
Pray about it if that's your practice. But then at some point, you're just going to have to hit send.
Lana's email to Heather wasn't perfect. She typed it in 10 minutes. Looking back now, she sees grammar mistakes and things she would change. But you know what? The authenticity is what got through. Heather could feel the genuine need and determination in that message.
You're either going to get a no, a no response, or a yes. And all it takes is one yes to change everything.
Your Next Steps
Here's what I want you to do this week:
Look through your email inbox. Find 2-3 newsletters from people you've been following for a while. People whose content actually resonates with you.
Identify what makes you different. What's your unique story? What perspective do you bring that others don't? Own it.
Set aside 15 minutes to craft one genuine message. Start with why you appreciate their work. Then share your story. Finally, mention what you could offer them.
Hit send. Yes, even if it's not perfect. Especially if it's not perfect. Authenticity matters more than perfection.
Remember, Lana was a struggling single mom visiting food banks when she sent those six emails. Just one response changed her entire trajectory. Your one email could do the same.
You don't have to reach everyone, friend. You just need to reach the ones God has prepared your heart to serve. And cold pitching—or as I like to think of it, warm connecting—might just be the bridge that helps you find them.
Resources from Lana
If you want to dive deeper into cold pitching, Lana offers several resources:
- Free Resource: Grab Lana's free guide to get started with cold pitching at: Cold Pitching Resource
- Cold Pitching Workshop ($47): Learn Lana's complete system, including templates for emails, pitches, and DMs, plus system setup options in Google Sheets, ClickUp, and Notion. Find it at: Cold Pitching Course
- One-Time Setup: Lana will research 30 potential connections for you, set up your system, create your templates, and hand it off for you to run
- Monthly Service: Lana handles everything—research, email crafting, sending, and follow-up (10-14 emails per month)
- Book her services
- Schedule a call
Show Up Consistently—Without Doing It All Yourself
Your Podcast, Repurposed into a Full Marketing Strategy
A done-for-you repurposing service where we turn one piece of content into 5 Days of Marketing Content so you can grow your audience and impact in less time.
5 Days of Content from 1 Podcast Episode
- 2 vertical video clips
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Lana is also always open to answering questions, even if you're not yet ready to invest in her services.
You can:
Connect on Instagram: @lanapummill
Listen to the Full Episode
Want to hear more of Lana's story and practical tips? Listen to episode 147 of the Content Systems for Growth podcast wherever you get your podcasts. And if this episode helped you, I'd be grateful if you could leave a five-star review and send me a screenshot on Instagram. I'm running a giveaway through the end of the year, where I'll be giving away a free repurposing package every month to someone who DMs me their review screenshot at @micheleduweobm.
You've got this, friend. I'm cheering you on as you take that leap and start building those authentic connections that will grow your business and your impact.
I pray this blesses you and the lives you're called to serve.
