Both the Offer Planning Workbook and The Cashflow Calendar help you create a more strategic, profitable business—but they focus on different parts of the process.
Offer Planning Workbook
💡 For business owners who need to refine their offers & make sure they’re structured for success.
- Helps you brainstorm, refine, and validate your offers so they are profitable, in-demand, and aligned with your expertise.
- Guides you through pricing, positioning, and structuring your offers—so each one leads to the next in your product suite.
- Perfect if you’re still figuring out what to sell, how your offers fit together, or whether your pricing makes sense.
The Cashflow Calendar
💡 For business owners who want a clear plan for when to sell each offer—so they make money consistently.
- Helps you map out your promotions & sales calendar so you always know what you’re selling next.
- Teaches you how to balance launches, evergreen sales, and promotions to avoid income dips.
- Includes the Sales Calculator to make sure your sales plan actually adds up to your income goal.
- Perfect if you already have offers but feel like your sales are unpredictable or reactive.
Which One Do You Need?
✔ If you’re still developing or refining your offers, start with the Offer Planning Workbook.
✔ If you have offers but struggle with inconsistent income, The Cashflow Calendar will give you a structured plan to sell them profitably.
✔ If you want the full system—use them together to create aligned, profitable offers and a cashflow strategy that keeps sales coming in year-round.