You’ve worked too hard to keep guessing. Meet The Small Business Planner AI: your co-pilot for profit, clarity, and momentum

Most business owners aren’t failing — they’re just flying blind. You’ve built this far without a system. Now imagine what’s possible with one that thinks with you. The Small Business Planner AI is your on-demand strategic partner: trained on your numbers, your goals, and the trusted Planner system used by 5,000+ small business owners.

It’s time to make confident decisions, grow sustainably, and finally stop spinning your wheels.

What if your business had a co-pilot trained to think with you?

Discover how The Small Business Planner AI helps you make smarter decisions, grow profitably, and stop spinning your wheels.

Why This AI Changes Everything for Small Business Owners

In this short video, I’ll show you how The Small Business Planner AI works, who it’s for, and why it’s changing the way small business owners grow — profitably and without burning out.

Dear Overwhelmed Business Owner,

If you’ve been running your business by gut instinct…

If you’ve hit that point where you’re working harder, but nothing feels more stable…

If you’re craving support, structure, and clarity — not another template or course to download and forget…

Then what I’m about to share could truly change everything.

Here’s why:

I’m Catherine, fellow business owner and the creator of The Small Business Planner — and not that long ago, I was you.

I was running my own business with passion but no plan.

I had sales coming in, but no structure.

And every decision felt like a guessing game… that came with real consequences.

Eventually, I realized: this wasn’t a money problem.

It was an awareness problem.

I didn’t need more hustle. I needed a system. A roadmap. A way to see the numbers clearly, plan ahead, and make decisions that felt confident — not chaotic.

So I built one.

That system became The Small Business Planner — and over the past 2 years, it’s helped over 5,000 small business owners stop firefighting and start leading with strategy.

But even with The Small Business Planner… I noticed something.

The owners who saw the fastest breakthroughs weren’t the ones who filled out the worksheets once.

They were the ones who built a rhythm. Who had a sounding board.

Who had someone — or something — to think with.

And that’s what led me to build this next evolution:

The Small Business Planner AI

A 6-month access pass to your very own business concierge:

Trained on your goals, your numbers, your worksheets, and the exact system that’s helped thousands grow with structure.

This isn’t ChatGPT with a business twist.

This is the Planner… with a brain.

It helps you:

  • Plan pricing, salary and sales goals
  • Walk through financial decisions with support
  • User every page of The Small Business Planner with smart, strategic guidance
  • Get answers anytime - without hiring a CFO or coach

And it never gets tired of your questions.

You don’t need to hire a CFO.

You just need a co-pilot — one that already speaks your business’s language.

The Small Business Planner AI is open now, with limited 6-month access passes available.

Ready to grow with clarity, confidence, and the support you deserve?

I’ll see you inside.

Warmly,

Catherine
Creator of The Small Business Planner

"It’s like having Catherine’s brain in my pocket every time I need to make a smart move. Total game-changer."

– The Small Business Planner Concierge AI Beta User

What You’ll Get as a Founding Member

Discover the personalized AI trained to think like a strategist, speak your business’s language, and help you grow with clarity and structure.

  • ✓ 6 Months of Full Access
    A calm, strategic co-pilot that helps you price, plan, and grow—with less chaos and more confidence.
  • ✓ Bonus #1: The AI Planner Pack
    A beautifully printed workbook shipped to your door to help map goals and plug numbers into the AI.
  • ✓ Bonus #2: Prompt Library
    Dozens of smart prompts organized by pricing, content, hiring, delegation, and cash flow.
  • ✓ Bonus #3: Video Onboarding
    Step-by-step training so you can customize your AI, set goals, and start strong.

Your AI will help you:

  • ✓ Plan pricing, salary, and sales goals
  • ✓ Walk through complex decisions with support
  • ✓ Upload budget sheets or forecasts for instant insight
  • ✓ Stay grounded with strategy, not chaos
  • ✓ Make faster, smarter financial decisions
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The Small Business Planner

The Small Business Concierge AI (6-Month Access)

$495.00 USD
$0.00 USD $495.00 USD
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Immediate access to The Small Business Planner AI

One time payment for 6-months access

Testimonials

  • "Exactly what I needed to finally feel clear on my numbers."

    I used to avoid pricing decisions for weeks. Now, I just open the AI, ask, and get clarity on the spot. This has saved me so much time.

    — Jordan M., Creative Agency Owner

  • "This isn’t just smart AI, it’s personalized strategy."

    It’s not generic answers. It’s like talking to a coach who knows my business inside and out.

    — Maya L., Wellness Studio Founder

  • "The AI helped me map out a plan for paying myself from my business in under 10 minutes."

    I’ve paid thousands for coaches that gave me less than what the Planner AI mapped out on a Tuesday morning.

    — Tasha B., Online Educator
Frequently Asked Questions
What’s your return policy?
Due to the special pricing and instant digital access, all sales are final. We do not offer refunds.
How long does shipping take?
Physical items ship within 3-5 business days and tracking information will be provided once fulfilled.
Do I need The Small Business Planner to use the AI?
No, but it’s highly recommended. The AI is trained on the Planner’s structure, so you’ll get the most clarity and support when using both together.
Can I share access with my team?
Yes! You can use your AI to upload worksheets and docs relevant to your team. It’s one login per purchase, but designed to help you manage your full business rhythm.

Here's what happens when you join...

1️⃣ You’ll get instant access to your AI + onboarding

2️⃣ You’ll receive your physical AI Planner Pack delivered to your doorstep

3️⃣ You’ll get daily access to your business co-pilot