Hello! I'm Samuel Chapman. 

I'm on a mission to show you that every product based business can flourish and grow, no matter the challenges. Regardless what you sell, or whether you have a physical or online location.

With the right knowledge, tools, and a bit of inspiration, you can achieve amazing results.

How to Use Your Goal Planner to Stay on Track and Achieve Big Things

Setting goals is easy—sticking to them and actually making progress? That’s where the magic happens. If you’ve downloaded my Goal Planner, you’ve already taken the first step towards transforming your business and life. (If you haven't you'll find the link further down this page).

But how do you get the most out of it? In this post, I’ll walk you through how to use the planner effectively, break down your goals, and stay motivated along the way.

Why Use a Goal Planner?

A goal planner isn’t just about writing things down—it’s a tool that helps you:

• Clarify your vision: Know exactly what you’re working towards.
• Stay focused: Break big goals into manageable steps so you don’t feel overwhelmed.
• Track progress: Celebrate small wins and keep momentum going.
• Overcome challenges: Identify and plan for obstacles before they derail you.

Let’s break it down section by section.

Step 1: Set Your Business Goals

The first section of your planner asks you to write down every goal you have. Don’t hold back—this is your time to dream big. These can be short-term, long-term, or even stretch goals you’re not sure how to achieve yet.

Once you’ve listed them all, we’ll focus on chunking them down into yearly, monthly, weekly, and daily goals in the sections ahead.

Step 2: Yearly Goals

For the year ahead, think about the one big goal you want to achieve.

• Prompt: For the year of [X], my big goal is to...
• Actionable Plan: I’m going to do this by...
• Obstacle Management: Write down the fears, problems, or obstacles that might hold you back and brainstorm how to overcome them.
• Timeline: When will this goal be completed?
• Celebrate Success: Plan how you’ll reward yourself when you achieve it.

By setting a clear yearly goal, you create a guiding light for everything you do throughout the year.

Step 3: Monthly Goals

Each month, focus on a smaller milestone that helps you work toward your yearly goal.

• Prompt: For the month of [X], my big goal is to...
• Break it down: I’m going to do this by...
• Anticipate challenges: List fears, problems, or obstacles, and tackle them head-on.
• Set a deadline: Done by...
• Celebrate progress: How I celebrated...

Tip: Use these monthly goals as checkpoints to ensure you’re staying on track with your yearly goal.

Step 4: Weekly Goals

Now we’re getting even more focused. Each week, choose a specific goal that will move you closer to your monthly milestone.

• Prompt: For the week of [X], my big goal is to...
• Create a plan: I’m going to do this by...
• List potential obstacles and solutions.
• Track your progress: Done by...
• Celebrate small wins: How I celebrated...

Weekly goals keep you agile and allow you to adjust your plans as needed.

Step 5: Daily Goals

Your daily goals are where action happens. Focus on your top three priorities for the day, and then add any smaller tasks afterward.

• Prompt: For the day of [X], my big goal is to...
• Top three priorities: These are your non-negotiables.
• Anticipate obstacles and plan ahead.
• Track completion: Done by...
• Don’t forget to celebrate even small achievements!

Daily goals are the building blocks of success—consistency is key.

Step 6: Post-Planning Social Media

Social media is a vital tool for attracting customers, and this section helps you stay organised with your content.

• Platform: Decide where you’ll post (e.g., Instagram, Facebook, TikTok).
• Post Description/Ideas: Brainstorm content ideas for the week.
• Purpose: Does your post educate, inform, or entertain?
• Catchy Hook: Write attention-grabbing openers.
• Value: Ensure your post provides something valuable to your audience.
• Keywords: Use terms that resonate with your ideal customer.
• Call to Action: Clearly guide your audience on what to do next (e.g., comment, click, or DM).
• Timing: Plan when you’ll publish for maximum engagement.

Consistent, well-planned social media content will build trust and keep your audience engaged.

• Simplify Your Customer’s Journey
  From the moment they discover your brand to the point of purchase, the process should be seamless. Invest in a user-friendly website, clear product descriptions, and a smooth checkout experience.

• Leverage Testimonials and Reviews
  Nothing builds trust like social proof. Showcase customer testimonials and reviews to reassure potential buyers that your products deliver on their promises.

• Invest in Your Brand
  Your brand isn’t just a logo—it’s the experience customers associate with your business. Create a consistent tone, aesthetic, and message that reflects your values and speaks to your audience.

• Adopt a Growth Mindset
  Challenges will come, but a growth mindset will keep you moving forward. View setbacks as lessons, stay curious, and always look for ways to improve.

• Measure What Matters
  Track your sales, customer engagement, and feedback. Use these insights to refine your strategies and make informed decisions. Remember, data is your best friend in growing your business.

Using your goal planner consistently is the key to making real progress in your business. By breaking your big dreams into manageable steps and tracking your progress, you’ll not only achieve your goals—you’ll feel more in control, confident, and motivated every step of the way.

Pro Tip: Set aside time each week to reflect on your progress and plan for the week ahead. Small actions lead to big results!

Got questions or want to chat?

Drop me a message on Instagram @productcoachsam. I’m here to help you succeed!