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Helpful planner to drill down, get organized, and start putting concepts from The 9% Edge into action
The 9% Edge Yearly Planner is a companion to The 9% Edge that gives readers all of the hands-on tools they need to seamlessly implement the proven principles contained in the main book.
Written by Candy Valentino, WSJ bestselling author, business growth expert, and financial analyst with 25 years of experience, this planner contains worksheets, checklists, and other tools for success that readers can use to intelligently create, develop, scale, and exit their enterprises, no matter what stage they're currently at or how big they want to become.
Some of the concepts that this planner helps readers drill down include:
The 9% Edge Yearly Planner is a highly practical planner for driven entrepreneurs and business leaders seeking to access a wealth of business development tools that have been proven to work time and time again.
Candy Valentino is a successful founder, entrepreneur, investor, and philanthropist. She is the Wall Street Journal bestselling author of Wealth Habits and host of the top podcast, The Candy Valentino Show. Valentino started her first company at 19 with no degree, corporate background, or money, and has since successfully built, scaled, and exited businesses throughout her 26-year career. She is highly sought after for training, speaking, and consulting on business and finance, and is a frequent media guest on the economy, business, and investing, known as "The People's Analyst."
"IF YOU ARE NOT INTENTIONALLY BUILDING A BUSINESS, YOU WILL ACCIDENTALLY BUILD YOURSELF A JOB." -Candy Valentino
MONTH 2 Page 61
"SUCCESS IN BUSINESS IS DETERMINED BY YOUR ABILITY TO ACQUIRE NEW CUSTOMERS AND RETAIN THEM FOR THE LONG TERM." -Candy Valentino
MONTH 3 Page 113
"IF YOU SET OFF WITHOUT A PLAN, IT'S LIKE GETTING IN THE CAR WITHOUT HAVING A DESTINATION." -Candy Valentino
"IF YOU ARE NOT INTENTIONALLY BUILDING A BUSINESS, YOU WILL ACCIDENTALLY BUILD YOURSELF A JOB.
-Candy Valentino
Refer back to your last month's goal. Analyze your progress below:
What were your wins this month? _________________________________________
________________________________________________________________________
What gave you the most trouble this month? _________________________________
What do you want to improve for next month? ________________________________
Refer back to your Quarterly Goal. Rewrite it below:
I will increase my ____________ from _______________ to ______________________
What three KPIs would best track that goal?
The State of the Union Meeting is the best way to master your finances and radically change your business. During this two-hour meeting, you simply review the numbers from the prior month. For example, if today is November 8, you'll review October 1-31.
To learn more about the State of the Union Meeting, go to Chapter 7 of The 9% Edge and/or The Candy Valentino Show, available wherever you listen to podcasts.
Based on your State of the Union Meeting, do you need to revise your KPIs for the coming month? If so, how?________________________________________________________________________
Delegate and calendar necessary actions.
Trim the fat on your expenses to immediately impact your bottom line, find clarity, and increase stability!
What expenses are truly essential and which are nonessential costs? ___________________________________________________________________
Reduce nonessential expenses to immediately increase profitability.
Which vendor contract terms would you like to improve? How so? _______________________________________________________________________
How will you meet that outcome?
Which overhead expenses could you reduce? (utilities, office supplies, rent, insurance, etc.) ____________________________________________________________________________
Renegotiate overhead expenses to save thousands over time.
Which subscriptions and softwares are costing you? (cloud storage, website hosting, cybersecurity, etc.) _______________________________________________________________________________
Reevaluate subscriptions and software charges by eliminating what's possible and exploring options for what's necessary.
Simply transfer these items out of your head and onto the page. This is especially important as you consider your Monthly Goals. What do you need to do this week to be successful?
"If you learn to fall in love with the process, success is no longer a destination, it becomes a way of life."
- Candy Valentino
Group like tasks or ideas together to create easier visualization and execution.
I drank _______________ ounces of water. I moved my body for ______________ minutes.
Something I realized or a lesson I learned today: ______________________________________________________________
Something that happened today that I really appreciated: _________________________________________________________
Shut off all electronics 30 minutes before bed.
Accomplishments:
_____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________
Plans for...
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