Business Built Strategically With Natalie Potts
The 2027 planning workbook

Building your 2027 business plan

One page. Your number, your offers, your team, your next 90 days. Done before January starts without you.

Build Your 2027 Business Plan for £27 Two to three hours. One page at the end.
My 2027 on one page
North star________
Revenue target£______
Sales per month____
What I'm stopping________
Next hire________
Q1 priorities1 · 2 · 3

It's the second week of January. Everyone else has picked a word of the year. You have a business making real money, a diary that's already full, and no clear answer to what 2027 is actually for.

So you do what you did last year. Work hard. Say yes to most things. Hope the numbers land.

This workbook is the alternative. Two to three hours, one page at the end, and a plan you can run the business from all year.

Sound familiar?

You've built something real.

Clients pay you and get results. But the plan lives in your head, and your head is also running sales, delivery, admin and anyone who helps you.

You know 2027 should be bigger. Here's where you get the motion started on making this a reality.

Do it before the new year

Walk into January with the plan already written.

Most founders spend the first three weeks of the year working out what they're doing. By the time they've decided, a month of selling has gone.

Do this in the final quarter of the year and you start 2027 knowing your number, your offer and your first 90 days. Day one, you're selling.

1 Jan Have it done by
What you'll walk away with

A plan you can actually run from.

01Your 2027 vision in one line, plus a filter that turns every "should I?" into a two-minute decision
02Positioning sharp enough that a past client could refer you in one sentence
03Your revenue target worked back to the number of sales conversations you need each week
04Two or three marketing priorities, each with a job and a number to track. Everything else gets dropped.
05Clarity on what to hand off first, whether that's a VA, a freelancer, a system or your first hire
06A stop list with end dates, and the two or three things already working that deserve more of you
07Four 90-day quarters, with Q1 planned in detail
08A review rhythm, so the plan is still alive in May
What's inside

Nine parts. One page.

A printable workbook and a step-by-step video for every part. Do it in one sitting, or one part a day.

  1. 1Your 2027 vision
  2. 2Positioning
  3. 3Look back before you look forward
  4. 4Goals and the numbers
  5. 5Offers and the journey
  6. 6Marketing priorities
  7. 7Buying back your time
  8. 8The four quarters
  9. 9Decisions and accountability
  10. +Your 2027 plan on one page

A bit about me

I know what a plan looks like when it works.

For 19 years I was in corporate where I learned the importance of structure, seeing the full picture and to prioritising what really matters to get results. £1m weekly budgets. Teams in the hundreds. You learn fast at that scale: if it isn’t written down, measured and owned by someone, it doesn’t happen.

Then I built my own business, and I started right where you are. Clients paying, a diary full, and the good months and the flat ones feeling random. So I brought the discipline home and cut it down to fit a founder’s week. Today it’s a six-figure business, and I’ve used the same approach with 250+ founders.

This workbook is the planning I do with my clients, built to fit one afternoon.

Let’s get 2027 right.

Forbes-featured · CPD Award-Winning · Host of the Build What Matters podcast, 300+ episodes

A bit about me

I know what a plan looks like when it works.

For 19 years I was in corporate where I learned the importance of structure, seeing the full picture and to prioritising what really matters to get results. £1m weekly budgets. Teams in the hundreds. You learn fast at that scale: if it isn’t written down, measured and owned by someone, it doesn’t happen.

Then I built my own business, and I started right where you are. Clients paying, a diary full, and the good months and the flat ones feeling random. So I brought the discipline home and cut it down to fit a founder’s week. Today it’s a six-figure business, and I’ve used the same approach with 250+ founders.

This workbook is the planning I do with my clients, built to fit one afternoon.

Let’s get 2027 right.

Forbes-featured · CPD Award-Winning · Host of the Build What Matters podcast, 300+ episodes

This is for you if

You're ready to build a proper business, and keep it moving every month.

You've never had structured support or a real plan behind the business. You've worked it out as you go.
You're spinning every plate yourself. Marketing, sales, delivery, admin. Something always drops.
You've ridden the feast and famine. A great month, then a quiet one, and you're never sure why.
You want to be consistent every single month, doing the few things that actually move the business forward.
Building your 2027 business plan
£27

Block an afternoon. Leave with your year on one page.

Buy now: get your business plan today Do it before the new year and start January ready to go.

You'll have questions.

How long does it take?

Two to three hours in one sitting, or one part a day across a fortnight.

What format is it?

A printable workbook you fill in by hand or on screen, plus a step-by-step video that walks you through every part.

When should I do it?

Before 1 January. That way you start 2027 with the plan written and your first 90 days mapped, instead of spending January working it out.

What if I want help building it?

That's what the Business Built Strategically Accelerator is for. We build it together, part by part, all year.

To learn more about Business Built Strategically, click here

Your business, working exactly as it should. Natalie Potts ©

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