


Ultimate CEO Business Planning Spreadsheet™
The Ultimate CEO Business Planning Spreadsheet helps you track and organize all the moving pieces of your online business all in one place!
NOW YOU CAN...
- Eliminate overwhelm from multiple tracking systems in your business
- Get your business chaos under control
- Easily project out sales funnel conversions as your business grows
- Plan and track your income streams business to know exactly where your business stands
- Write better blog posts and increase your visibility
- Gain back hours of time spent on business planning and tracking every month
This system will allow you to cut back on the amount of time you are working in your business so that you can make your business work for you!
Plus, you can access your business planning and finances on ANY device including a mobile phone, tablet, or laptop/desktop. Need to plan and track business on the go? Now you can!
This is the EXACT Spreadsheet I've used to grow a business that has made over a million dollars!
21 power-packed tabs that will help you with...
- Strategic business goal planning
- Content planning for your website, email marketing, and visibility
- Sales funnel planning and tracking for optimal conversion rates
- Financial planning, tracking, and review for both income and expenses
- Live launch tracking and reviews to help improve performance
- Vital business recaps every month and year - make informed decisions using real numbers and stats
What You Will Receive
You will get...
✔️ A Google Sheet link with instructions on how to copy the spreadsheet to your own Google account
✔️ Instructions on how to save the Google Sheet as a Microsoft Excel or Apple Numbers
✔️ 15-minute video walk-through tutorial explaining how to customize and make the most of the spreadsheet
✔️ Instruction sheet detailing exactly how to use the spreadsheet
✔️ 21 tabs to easily plan your goals, content, email marketing, and more, and track finances, marketing metrics, and important stats in your business
Frequently Asked Questions
➡️ What tabs are included?
4 TRACKING TABS
Funnel tracker
Pin tracker
Affiliate tracker
Product Tracker
4 FINANCIAL TABS
Recurring business expenses
Business expenses
Business Income
Estimated taxes
8 GOAL PLANNING TABS
Quarterly goal planning
Content snapshot
Blog content planner
Email marketing planner
Visibility planner
Funnel planner
Process/SOP planner
Revenue planner
4 PERFORMANCE REVIEW TABS
Launch review
Monthly review
early financial review
Year in review
➡️ Will this spreadsheet work with Microsoft Excel and Apple Numbers?
Yes, you can easily download this spreadsheet from Google Sheets for use in either program.
➡️ Can I use this template to create my own product?
No, this is NOT a digital product template for you to create a product of your own with. You are receiving a single-use license to use this spreadsheet for your business and NOT to resell.
➡️ When will this item ship?
This is a digital product delivered via Google Sheets. Nothing will ship.

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Recently, I ended a partnership with a business partner. This spreadsheet is helping me reset my business goals and strategically plan as I move forward.
Ultimate CEO Business Planning Spreadsheet™
Let customers speak for us
from 218 reviewsThanks for providing such straight forward GTP’s. I have been so overwhelmed with content that I just shut down totally. I have never done a podcast before so this is exciting and I feel like I have a direction again.
I've tried two other tools to build an ascension ladder for my free core publication, "The Inexplicable Laws of Success," and while they produced decent plans, they fell far short of the Ascension Ladder Builder GPT. This app brilliantly pinpointed that my offers were stacked horizontally—just adding more content—rather than vertically, with a focus on real progression and transformation. It then crafted a complete, strategic ladder for me (including the deliverables), unlocking new levels of value and customer growth. If you're serious about scaling your products, this is the elite tool that delivers results! Highly recommended.
Makes creating a profitable bundle product sooo easy. No excuses not to submit products to bundles
I've been preselling for a long time and love it, but I knew Monica had some good strategies behind how she does it. As usual, she hit the nail on the head. You see, I have seen a few people sell from a Google Doc and even saw a template someone was selling for hundreds of dollars. Well, you don't need that expensive template because this custom GPT creates the whole document for you. It was so nice NOT to have to do a sales page! You totally need this if you ever do preselling.
I’ve tried some GPT tools, but this is the first one I bought that actually understands how digital products should flow. Before this, I kept ending up with random ideas that didn’t connect. This tool helped me build a real product ladder that makes sense from start to finish. I love the tone, the little explanations, and especially the creative product names—it feels thoughtful, not generic. It honestly feels like having a strategist in your pocket.
I’m using this GPT to fine-tune strategy and decisions in my business. The alignment is 💯
this GPT helps me stay focused on only doing the high ROI activities in my business!
I have to say, I didn't think I needed this custom GPT, but I was pleasantly surprised at just how helpful it was (it's Monica's brain after all, so I shouldn't be shocked, LOL). I used it on a day right before Christmas for an affiliate product, and I actually made a sale from it so it worked. Plus, it recapped my focus and told me that was my priority for the day so it kept me on track!
I'm using this GPT to help me wrap up the year and plan for more profitability next year!
I've said it before, and I'll say it again, having Monica's brain in an AI tool makes my life so much easier. Every year I struggle a bit with getting the main takeaways and insights from my year. Using ChatGPT has helped significantly, but this custom GPT helped me do it in half the time. Not only that, it also helped me build a roadmap for updating a few of my custom GPTs and new AI tools I plan on offering next year. I know year end reviews can be overwhelming and take time, but they are incredibly helpful for planning the next year. Get this GPT to do it for you in minutes not hours.
I'm terrible about collecting reviews and even more terrible about the ones I share. Now whenever I get a review, I immediately run it through the testimonial GPT and add it to my sales page. :D
Wow I'm blown away by how detailed the results in this bot were with recommendations for partners, podcast guesting and other partners' newsletters. I can implement the results with my VA immediately!
This custom GPT wrote engaging emails that sounded more like me than any other tool I’ve tried. I used it for my Black Friday abandoned cart emails, and the whole thing — writing, editing, polishing — took under 10 minutes. Absolute lifesaver. Highly recommend.
The Visibility GPT is a gem! The results are sooo good that I can't wait to implement what it delivered so I can serve more people. Your brain is all over it, a WIN-WIN! I had to buy all the others because you deliver exceptional quality every time.