How to Plan Your Next 12 Months (And Stop Winging Your Revenue)

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Nov 18, 2025

Learn how planning your year in advance can transform your business! Discover the importance of reflecting on past successes, and narrowing down to just 2-5 revenue drivers for focus. Get tips on visualizing your calendar to prevent last-minute scrambles and using tools like ChatGPT to uncover hidden opportunities. Amy emphasizes the value of intentionally scheduling list-building activities and aligning on revenue goals, ensuring everyone on your team is on the same page. Start the year with clarity and purpose!

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ADVICE

Start With A Yearly Bird's-Eye View

Start by listing all 12 months in a sheet and map personal commitments and holidays before adding launches.
Use this bird's-eye view to spot white space and months with capacity.

ADVICE

Reflect Using P&L Before Planning

Reflect on the prior 12 months: document what worked, what drained you, and which campaigns made the most profit.
Pull your P&L and analyze month-by-month revenue and spending to spot trends and opportunities.

ADVICE

Use AI To Analyze Your Numbers

Use ChatGPT to analyze your 12-month P&L and identify revenue trends, overspending, and opportunities.
Feed context beyond the raw P&L and ask directed questions to get meaningful analysis.

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Map Out Your Most Profitable Year Yet

When I started planning my year 12 months in advance, everything changed. I finally knew where my revenue was coming from, my team knew exactly what we were doing, and I stopped feeling like I was constantly scrambling.

Today, I'm sharing the six-step process I swear by for planning your year… from choosing your revenue drivers to getting every launch date on the calendar. And the best part? You can plan ahead and still stay flexible! You don't need to know every single detail or the "how" behind everything. Instead, we'll focusing on the "what" and the "when."

Whether you're planning for 2026 or mapping out your next six months, this episode will help you predict your revenue, feel more in control, and finally know if you're on track to hit your goals. Trust me, this planning method changed my business, and I know it can transform yours too!

HERE ARE THE 3 KEY TAKEAWAYS FROM THIS EPISODE:

1️⃣ Reflect Before You Plan – Before mapping out your year, look back at what worked and what didn't. Analyze your profit and loss statement, identify your most profitable campaigns, and use tools like ChatGPT to spot patterns and opportunities you might have missed.

2️⃣ Choose 2-5 Revenue Drivers (And Repeat Them) – The fewer offers you have, the better, as long as you can still hit your revenue goal. Focus on doing one or two things really well multiple times throughout the year rather than spreading yourself thin with too many different offers.

3️⃣ Assign Revenue Goals to Every Launch – Once you map out your launch dates, assign specific dollar amounts to each campaign. If you can't break down how you'll hit your yearly revenue goal, you probably won't reach it. Looking back at past performance helps you set realistic yet ambitious targets for each launch.

RESOURCES MENTIONED IN THIS EPISODE:

Join me on December 9th for a live workshop where we’ll go step by step to plan your best year yet! Get all the details at amyporterfield.com/plan

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