Year-End Planner: Sell a Year Wheel That Ends in a Personal Report
The skill that builds your own year-end planner for your customers.
This skill builds a year-end planner in your brand that you sell to your customers: they finish short sentences about the year they had and the one ahead, and get a personal report with their year read back in their own words and three dated anchors for next year.
It is not the Year-in-Review Analyzer GPT, which looks back at your own business year. You are getting the thing that builds a planner your customers buy at the turn of the year, or at the end of a school year. The skill interviews you about the turning point your audience reaches, the sentences that help them read it back and what a good next step looks like for them, then builds the planner and the report with you, and hands you a finished planner with your name in the footer.
What Your Customer Sees
The worked example is The 2027 Year Wheel, built for a made-up business called Almanac & Oak so you can see the branding is yours to replace. It is made for someone closing out a hard year who wants a gentler plan than a goal spreadsheet. Your customer finishes twelve short sentences, seven about the year they had and five about the one ahead, using typed blanks, month pickers and one-tap choices, and sets three anchors that each start with "By [month] I will." Then they get an eight-page report built from their own answers: a cover with a year wheel, the year just gone on the inner ring, their three anchors on the outer ring at their months and their word for the year at the center; their year read back in their own sentences, with the kind of year it was, such as A Steadying Year; their word, with a message to send to the person they will tell; a page for each anchor with three dated first steps and a note for their calendar, ready to copy; a first-quarter plan of dated steps they tick off; and a closing page that points to your next product. Every answer and plan tick saves in their browser, and they keep the whole report as a designed PDF.
What This Becomes in Your Business
- Moms and family: Your 2027 Reset, a gentler plan with a year wheel and three anchors they choose.
- Business and marketing: The 2027 Business Planner, a year wheel with three revenue anchors.
- Money and budgeting: The 2027 Money Planner, a year wheel with three financial anchors.
- Mindset and wellness: The 2027 Word of the Year Planner, a year wheel with three wellness anchors.
- Homeschool and teachers: The 2027 Homeschool Year Planner, a school year read back with three learning anchors.
Want all 20? The Workbench gets every drop the morning it releases, plus the Sellable Interactive Product Builder, which no single drop includes. It closes for good on October 24 at 11:59 pm ET.
This product is not eligible for any discounts or coupon codes.
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Access Instructions
This is a digital product. Nothing physical will ship. After purchase you receive an instruction doc with the link to your download folder. Install the .zip in any AI tool that supports skills, including Claude, ChatGPT and Gemini. The instruction doc walks you through the install.
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Let customers speak for us
This skill lets me leverage other people's audiences to grow mine faster than I would on my own with organic content. The partnership outreach streamlines the process for me.
This GPT has helped me write emails that are concise and actually engaging for my audience. I'm finally looking forward to sending emails again. Thank you!!!
This is another one of those AI tools that doesn't immediately seem all that powerful when you just hearing the name of the tool, but boy am I so glad I bought this. One of my biggest struggles was knowing just what to put in the project instructions to help Claude actually did what I needed in my projects. It literally took less than 5 minutes to write my first (good) project instructions that were much clearer. Plus, if it's a project that you use a lot, Claude has a lot of saved information that makes it even easier to create these. Love this Skill!
It's funny, I almost didn't get the skill, but let me tell you, I am so glad that I did, because it is one of my most used skills.
Before, I was constantly trying to sum things up myself or starting from scratch, and with this skill, you're eliminating yourself as the middleman. All you have to do is tell it you need a session handoff, whatever. Chat, you're in. It gives you something to copy, and then you paste it into your next chat, and you're ready to go.
It's absolutely amazing. This is one of those sleepers that you would never think you need until you get it, then you need it all the time.
It helps streamline and standardize client onboarding process with ease!
I purchased the Competitive Intelligence & Market Research Skill and read through it. I haven't tested it in an AI, but the "Every finding is evaluated against your positioning, your existing authority, and what your audience already trusts you for. A gap in the market is only an opportunity if you are credibly the person to fill it" concept of this skill makes sense, and its list of what information to gather and research (such as niche details, competitors, prospective clients' launguage, etc.) is useful for analysis whether or not I use this with AI. This is written and formatted in a way that is easy to read by humans. Worth purchasing.
this skill gives access to Monica's deep experience
I ran this on both of my businesses' actual product catalogs, not a hypothetical. It correctly flagged a pricing gap I hadn't caught myself (my semester and full-year bundle prices were too close together, a sideways move instead of real ascension), and named the missing continuity offer as my biggest long-term gap. What I appreciated most: it didn't just dump every problem on me at once. It gave one clear next step, the cheapest fix that's actually costing me sales today, and explicitly said why it was deferring the bigger, harder problem until I have more data. That kind of restraint is rare in these tools. Would recommend to anyone with more than 2-3 products who's never mapped out how customers are supposed to move between them
helped me setup my newsletter with ease and faster than on my own.
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I was really excited about this Claude skill because, while I'm fairly good at being clear with the names of my digital products, they aren't always the most transformational or actionable. This can be a problem when it comes to people purchasing.
My brain tends to always think on the SEO front, where you're naming with keywords, and those have traditionally underperformed for me, so I knew I needed some help. This skill helped me find a name for a system with two individual engines within about five minutes or less. I loved what it came up with, and it helped me position it so that, yes, I know exactly why my people need this.
This has helped me so much as I am all over the place with Linkedin, X, IG, FB and Youtube. I needed to concentrate at the moment on LinkedIn and X and this script help me form a 30 day strategy that a lines with my brand I was able to keep it consistent between Linkedln and X. After concentrating on those 2 platforms for 30 days I will move on to Youtube to help build that platform. Dont sleep on this AL Skill if you're a content creator YOU NEED THIS!!!!
