The Small Business Planner
Black Friday Week CYBER MONDAY: 1-on-1 Strategy Day with Catherine (in Voxer) + All Access Pass + Lifetime AI Access
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Your Business, My Brain — A Full Day to Unblock, Rebuild, and Scale
Get direct access to Catherine, the creator of The Small Business Planner, via Voxer for one full day + every program, tool, and resource inside her small business ecosystem.
What’s Included:
✅ 1:1 Voxer Strategy Day with Catherine
→ Bring your offers, pricing, systems, or team questions.
→ You'll get real-time feedback, custom strategy, and step-by-step support.
→ We’ll co-create solutions live — with space to think, implement, and reflect throughout the day.
✅ All Access Pass to Catherine’s Programs + Tools
→ The Small Business Planner + LIVE Replays
→ Wealth Planner Bundle + Salary Pack
→ AI System + AI Training Pack
→ Your Most Profitable Year Cash Flow Workshop
→ Every training, tool, and template Catherine has built
✅ Lifetime AI Access
→ Includes all AI Packs pre-trained for your business
→ Lifetime use of the Small Business Planner AI Tool
✅ Your Most Profitable Year – January Coaching Series
→ 4 live group coaching calls to map your full 2025 plan
→ Access to Catherine and small business finance experts
→ Live Q&A, planning sessions, and implementation guidance
✅ BONUS (Cyber Monday Only):
→ Private January Planning Session: A guided kickoff to build your year with full clarity and momentum
Who This Is For:
This is perfect for the small business owner who’s:
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Sitting on big goals but spinning their wheels
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Unsure how to price, package, or prioritize
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Ready to scale but lacking a mapped-out path
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Craving 1:1 access to get unstuck — fast
“I kept getting DMs asking for quick clarity before year-end — so I’m opening a limited day of 1:1 Voxer coaching. You bring your business blocks, I’ll bring the roadmap.”
What Do the Chapters Cover?
What Do the Chapters Cover?
The Small Business Planner is comprised of 15 Chapters that walk you through everything you need to know to build a thriving business:
- Chapters 1-5 is about the profitable structure that pays you well: covering the essential steps to forming a legal entity, opening business bank accounts, the key contacts you need as a business owner, a primer on insurance, and a dedicated section to store your insurance policies and tax returns
- Chapters 6-8 is the failproof method to save time and money customized to your business: covering how to identify your Core Values, how to create a Mission Statement, and how to assemble a Board of Advisors
- Chapters 9-15 sets up the system for consistent cash flow in your business: covering the key operational and financial elements of running a small business
The Small Business Planner is manufactured by a partnership of several small businesses based in the USA.
Return & Refund Policy
Return & Refund Policy
Pass-The-Planner: Our 30-Day Money Back Guarantee and Small Business Owner Support Program
We know The Small Business Planner is the most powerful resource to transform your business and as such we offer a 30-Day Money Back Guarantee as a part of our Pass-The-Planner Program.
If you find that your copy of The Small Business Planner does not meet your expectations, we'll issue a refund and ask that you donate your copy to a business owner in need. Please send an email to us via hello@smallbusinessplanner.com with an introduction to the business owner you plan to donate your copy to so that we can share the digital course access with them and confirm your refund.
Should you not wish to participate in our Pass-the-Planner Program, and prefer to simply return your copy, you can initiate a Return here.
Digital Course purchases are non-refundable.
Shipping Info
Shipping Info
All orders ship from our office in Brooklyn, New York via free shipping for orders in the USA. Please note that we are unable to ship to PO Boxes. Global shipping is also available.
Small Business Planner
The Small Business Planner
