Plan With Me 2026: A Simple System to Achieve Your Goals

Every year people set goals and promise themselves that this is the year that I'm finally going to start the business, or I'm finally going to get into shape or launch that product. But studies show that 80% of people abandon their New Year's resolutions by the second week of February. So today we're going to make sure that doesn't happen to you. I'm going to walk you through the exact year planning framework that I use to run a six-figure online business in 20 hours a week so you can make this next year your most productive and most profitable year yet. This video is going to be a bit more laid back than my normal content because I'm forcing myself to actually do this, and I figured why not have you do it with me? So grab your beverage of choice, download this worksheet below this video, and let's build a year that you're excited about and actually follow through on. As I mentioned, this is the document I'm going to put down below. You can totally grab it totally free. Just click the first link down in the description or the first pinned comment, and then you can go over and pick this up. So before we start planning, I first like to reflect by celebrating the wins from this year. You know, I'm sure there's a lot of things that happened this year that weren't ideal, but there's also a lot of great things that happened. And we just want to take a minute to acknowledge how far we have come this this year. And we have a few questions we're going to run through. So first and foremost, think about how much business revenue did you make this year compared to last year? And you know what? It's okay if you didn't make more this year than you did last year. You know, in a perfect world, we're doubling our income every single year. But like me, for example, I have not made more money this year than I did last year. I've had a really crazy year. I've been traveling. I lost some relatives in a couple of years previous, and I had to go and like clean out their house and help my mom. My dad was selling a house in Mexico and I kind of became his real estate agent and it was just this whole thing. It turned into like 9 months of chaos trying to just sell a home, which made me never want to buy a house in Mexico ever. But it's helpful for you to just think about how much money did you make this year? Really think about how did the year go? Was it a smooth sailing year? Were you just grinding all year like I was last year and I made a lot more money? Regardless, I'm not upset with myself because no matter what, I still learned from it and I've made money in different ways that are still a huge win for me. The next question is, What personal financial goals did you achieve this year because of your business? So this could be stuff like paying for some awesome vacation. Maybe you bought a car, maybe you bought a new home, or you made enough money to pay for your mortgage every single month, month after month. For me, a part of being there for my family and other people this year, I went on a 2-week trip to Sweden, and while I was gone, I didn't do any work while I was away with my mom and my girlfriend, and I still made just under $10,000 while I was away. Again, without doing any work whatsoever. I took my family out to dinners, paid for experiences and hotels, and because of the money I made in my business, I was able to really support my family, which is a huge value and goal of mine in terms of running my own business. The next question is, did you have any successful product launches this year? For me, I didn't really have any huge product launches this year. I didn't quite frankly do a whole lot of 'em 'cause I was just traveling a ton and, and doing a lot of other things. But this year I did make the most passive income I have in any year in the history of my business, which to me is a massive win. Next up, what challenges or problems did you overcome this year and what new solutions did you discover? You know, this goes back to the passive income piece for me because this year I have had a lot of challenges again with travel and just being there for my family and trying to help a lot of other people that I kind of put my time on the back burner last year or the previous year, I had a lot of time where I didn't travel, I didn't do anything. I was just kind of like working. That's about it. I did some small trips to like Yosemite or Tahoe and stuff like that. But for me, the biggest thing goes back to the passive income piece is that I've made the most passive income. I have been able to step away more than usual and being on these trips, get email notifications that, hey, you got a new student inside of your course, you got new affiliate programs. People booking calls and they're already pre-sold on working with me. So to me, it just really battle-tested my systems and that gave me a lot more confidence in the work that I've been doing. Next up, what new experiences did you have? Cool people you met that impacted you, events that you attended, etc. this year. If you went to something like Podfest or Tony Robbins' Date with Destiny or any kind of big events, jot which ones those were and think about the people that you got to connect with and contacts you made. Big question is, did you even follow up with those people? Because that's a real pro tip. Send them a message. Be like, hey, I just was thinking about you. I watched this guy's video on YouTube and I wanted to just kind of reach out and see how you've been and how things have been going since blank events. Stay in touch with these awesome people because if they were awesome to you in the moment, they're probably still awesome. It's going to help you build a really good relationship going into this new year. One huge thing for me was actually a couple of months ago I did a tour with my band. We went out to Florida, so I'm in California. Flew out to Florida in Gainesville, and one of my private clients lived nearby, like an hour or two away, and he drove out to come and see me. And that was just super cool because I don't really get to meet my private clients in person a whole lot. We meet on Zoom meetings and everything. So that was a huge piece for me just to hang out with him and have him see my band and everything. Great experience. What books, courses, and communities impacted you positively this year? Take a moment to jot down those courses or those coaches that you invested in or communities you've been a part of or the books that you read that really gave you those light bulb moments. And I would even take some time here just to think about what was the big takeaway that you got from that. Write it down so it's all in one place. And then how can you take that nugget and apply that into this new year? What charities, organizations, and people were you able to support this year? So for me, I've been able to support my clients who've been making money, obviously, which is great. But even like I said, going to Sweden and paying for the hotels that we were going to stay at or the car that we rented and dinners and things like that. And just letting people relax and being like, it's all good, I got it. Like, to me, that feels so awesome because that was a dream of mine for a long time, not just to be working in a job somewhere and be able to do that, but to have like my own business and be able to support the people that I care about. What employees, contractors, freelancers, etc. were you able to support and provide work for this year? I personally love this question because being able to make a living for others from your own business is an amazing opportunity, an amazing experience, really. This year was the first year that I hired a full-time VA onto my team. It's always just been me, and having my VA has taken a ton of time off of my plate and a lot of energy that it's bought me back. He sent me an email on one of the first videos that he edited for my YouTube videos, and he said that, oh, this video took me 5 hours. He sent another one. It's like, this video took me 7 hours to edit. And I'm like, That could have been me. But one of the coolest things was when he sent me a picture that he had just got himself a Vespa. He lives in the Philippines, so Vespa is easier to transport than a car. And he was so pumped. He sent me videos and pictures of him riding on his new Vespa. And that's money that I paid him for his work to me. And just being able to provide an actual job for him was a totally new experience for me, and it was pretty awesome. Next question is, what schedule adjustments did you make this year that brought you more work-life balance. I'm not the kind of guy who's like, you have to work 12-hour days. I have nothing against people like that. Like Alex Hormozi and his audience, he's helping these people build $100 million businesses and empires. I'm the kind of guy where I'm like, I just want to do work that I love, make a solid income, be able to travel and support the people I care about and share my knowledge on the internet and get paid for it. I don't need to have a $100 million business or even a multimillion-dollar business, though of course I would love to make $1 million in a year because that shows the amount of impact that I've been able able to make in my business. But like I said, traveling a ton this year, being able to go to Sweden and Greece and just have flexibility in my schedule, that has been really big. And still being able to make a great income and support the people that I love, to me that's been a massive win. So once you've gone through these questions and you've jotted down your answers, you've celebrated the wins and taken a moment to acknowledge how far you've come this year, then we're going to go over to the next section, which is to get a bit more granular and look at your data. Get granular here and keep things simple and just choose to focus on the top 20% of things that really worked in your business. I am personally a massive fan of the 80/20 rule or the Pareto principle, which states that 80% of your results come from only 20% of your efforts. 80% of your income comes from only 20% of your students or your clients. The more you can focus on that 20% and double down on it, the more you can get better results while working fewer hours. If you didn't know, I was a productivity coach before I got into doing Profit Your Knowledge and this whole business coaching side of things. So I'm kind of obsessed with these kind of things. But here's some questions that you can ask to better look at your data and really pinpoint that 20% that worked well this last year so you can double down on them moving into this next year. First off, which 1 to 2 offers or products made you the most money this year? For me, that's always my private coaching just because it's a higher price point. But Kajabi affiliates have been really big for me in bringing passive income, and my flagship program Effortless Income did very well this year. So think about which 1 or 2 products made you that most money. That way you can really get better at it. If it was one of your online courses in your 5 courses or 10 courses, which one of those courses significantly brought in income? Because maybe it's time now to double down on it. How can you look at the sales page, at the emails, or the product itself and make it even better? Next up, which few pieces of content brought in the most traffic, views, engagement, and sales this year? So if we look over at my YouTube videos, I go over to videos and then we go over to popular. This video has been a complete outlier. It's brought in a lot of different passive income sales for me to my flagship program, and that's been awesome. We're at 3,000 views in 6 months, which for me is huge. But also how much YouTube paid me with 1,000 subscribers. That one's brought in income. The ChatGPT one is from a previous year, and that one didn't bring in a crazy amount of income actually, despite the views, because it was a wrong audience fit. But something that blew me away, and I know this because I have actually talked to the person, is this video right here, the best website builder for course creators. So it's at 833 views right now, but when this video was at about 200 views, it brought in 200 to 300 views, it brought in over $10,000 because it landed me a high-end client. It just goes to show that it's not about how many views you can get, but the quality of views that you're getting goes way further, especially if you're trying to actually build a real business, like solve problems. This is a huge problem that people had. What's the best website builder for a course creator? I need a website, right? So they're trying to get information on this. And then if they like me, they can learn about me, see if they can work with me. And then we hopped onto a call. The person was already pretty sold on me because they watched my other videos on my YouTube channel. And then because of that, they ended up signing up right away. Also think about what's your top performing lead magnet this year. If you have multiple lead magnets or PDFs you give or something that you get people onto your email list with, whether it's paid or free, which one did the best? Maybe you can make another one like that or just scrap the other ones and just double down on this one lead magnet. What email subject lines got the highest open rates, click-through rates, and replies this year? I send out a lot of emails to my list, and one of the ones that got a lot of replies was a story of me when I thought about quitting my online business. And then because I didn't quit, I was about to join the military because I didn't quit and I decided to just keep going, create like a workshop offer and all this stuff. I ended up having my first $10,000 day. And imagine if I just threw in the towel and quit. So it's a super inspiring story. It's very real because it's something that I literally experienced myself. But I got so many replies of people saying, I read all your emails. This has been so helpful. This was like my favorite email. Thank you so much. I appreciate what you do. Knowing what kind of emails or subject lines got the best click-through open rates and sales and replies and stuff is going to help you learn about what type of emails should I be creating in the future going into this next year? What events or webinars got the most registrations and best attendance this year? If you do events or webinars and live things like that, what topics, which events specifically did the best? And think about your presentations because maybe this next year you double down on the best one and run some ads over to it and start doing some regular webinars once a week. Next up, which customers or clients spent the most money with you this year? These are the people who made a point to invest in you, maybe not just once, but multiple times throughout the year. And the best thing that we can do is try and model more of these people and attract more of these people. What you'll find if you have a couple of these clients, even 2 or 3, is that if you sit down with them on a Zoom call, you're probably going to find that they're really similar. They have similar interests or they're similar types of people. And if you know how they got into your world, which pieces of content they clicked on or watched that made them want to buy from you, you can double down on that type of content going into the new year. So I'd highly recommend deepening the relationship. Send them a gift card or a present of some kind. You can mail them something. You can give them an email gift or just sit down on a call with them, maybe a complimentary hour session or a couple hours where you sit down with them and help them with something specific. But treat these people well and do something special for them because they spend a lot of money with you. All right. So we celebrated our wins. We've taken a look into our data. Now let's go into some visioning exercise and take a moment to dream and think big about what you want to achieve this next year. This is a great question. Let's imagine that you just experienced the best 3 years of your life and I bumped into you and asked you, hey, it's great to see you. What have you been up to? What would have to happen if you had the best 3 years of your life? What would make it the best 3 years of your life? Now we think about 3 years into the future because it's far enough to where anything is really possible and it's not close enough to where we start to restrict ourselves. And that's really the goal here, is that you want to think just big enough and give yourself just enough to where it's like, that could be possible in 3 years. Like a lot can happen in 3 years. Take a moment to dream big and really think about this. Once you've jotted down what that 3-year vision looks like for you, let's think about what are the dangers internal and external ahead of you that are in your way of making your next 3-year dreams a reality. It isn't about discouraging yourself or saying, oh yeah, like, no duh, I can't make that happen. That's not true. We just want to kind of get clear on potential roadblocks that could come up or hesitations or the way that we think about things that are getting in the way or making us feel that we maybe can't achieve that. Because the first step to change is awareness. So if you can be aware of these roadblocks or challenges or the way that you think about something, you can better prepare to get around them. Maybe it's just keeping it top of mind so you can have more control over this idea that's stopping you. Whatever it is, write down those potential dangers, roadblocks, or barriers that you think could be getting in the way of you achieving that goal that you had just wrote down. Next up, what are the opportunities ahead of you? Are there events that you can go to that your target audience is hanging out at and that you would just love to attend? If you're into podcasting and you help podcasters grow their audience, maybe it's going to Podfest. Get clear on the opportunities. That way they stay top of mind for you. Next, what about my business needs to change in order to bring that vision closer to reality? If it's working fewer hours, maybe it's hiring people to help you offload the work you're putting in. If you're working with people and it's just not working out, maybe it's time to fire some people. Maybe it's simplifying your overall business model or scaling. I don't know what it is for you, but write this down. And lastly, for our visioning question, what about my business needs to be amplified in order to bring that vision closer to reality. The whole thing here is to write down and do more of what's working. That is the fastest track to achieve the goals that you want. And if you know these are the 1 to 2 things that actually bring in money and that work for me and that I enjoy, then double down on those. It's so easy as entrepreneurs and business owners to get lost in all the different shiny objects out there that we kind of lose touch with, like, oh yeah, These are the things that actually work. So I'm just going to double down on these. Write those down. That way you can keep this top of mind going into the new year. All right. So we celebrated wins, looked at our data, done some visioning. Now let's create your personal growth plan. Investing in yourself is the fastest way to get what you want. You're going to have to pay to achieve your goals no matter what. It's either going to be through time or it's going to be through money. And if you try and go about doing everything yourself, you are you're paying for time to get there. But if you hire someone who has achieved the thing that you want and they can say, this is everything that's worked, this is everything that doesn't work, here's the fastest path that took me years to figure out— you just collapse years of time. So let's get intentional about the type of investments that you want to make this year so you can shortcut the learning curve and get to your goals faster. First question is, what coaches and mentors do I want to hire or work with this year? What conferences or events do I want to attend this year? Pro tip: look ahead, look up those events, and then put them on your calendar already. Buy the plane tickets, buy the event tickets, whatever it is. Sign up to the newsletter so you get notified when these things are actually going to happen. What communities or masterminds do you want to join this year? Being a part of a thriving community or mastermind where you're not the best person in this group, in my opinion, I don't think you should be the worst person in the group too. But you should be somewhere in the middle. That is such a cheat code to growth and success. And plus you get to make a ton of friends because you have people that are challenging you. You're seeing how people think about getting this result themselves and you get to connect with these people and build relationships. What books or courses do you want to consume this year and what's the number one skill you want to learn or sharpen this year? Maybe it's copywriting, web development, public speaking, coaching, sales, anything like that. Pick one of them that you really want to master this year. I had like 15 Audible credits that I just wasn't using, and I got a ton of sales books because that's a skill that I want to get better at this year. Plan this stuff out. That way you can go into this next year primed, learning consistently and sharpening your axe. Next, let's talk about actually writing down your goals. Now it is time to get very specific and concrete with all this stuff that we've been planning. You will never achieve your goals if you don't actually set some goals. But a lot of people just kind of wing it throughout the year. They have like a rough idea of what it is that they'd like to accomplish and they never set a very clear, actionable goal. And that's why they never end up getting the results that they really want. So here's some questions to think about, and then we're going to get actually tactical with this. What are your monthly and annual revenue goals for this year? Once you decide on that number, break it down into smaller monthly or weekly benchmarks that you would need to hit to get there by the end of the year. To make $100,000, you need $8,333 every single month. Now you can think about it in terms of month. If you have a higher ticket program, that's, let's say, $8,000. Or you can also think about it in terms of weekly, depending on what your offer is and the price point. Regardless, write it down, get it in front of you and get specific about that. Next, what do you want the size of your email list to be this year? Pick a number that is realistic, but it also causes you to get a little nervous of like, how am I going to do that? If you're at 1,000, maybe it's 5,000 for this year. And just like your income, break that email list size goal down into weekly or monthly segments. So, you know, I have to get X amount every single month in order to hit that goal this year. So if you wanted to get 5,000 people on your email list this year, then you would need to get 416 people on your list every single month. How many subscribers, listeners, or monthly views, etc., do you want to have this year. Now, keep in mind, it's not just about vanity metrics and having more views because it looks good and it feels good, obviously. But like I showed you before, more views doesn't necessarily equal more money. It's about quality of views. And just like we've done with the email list and the sales, break that goal for the year down into monthly or weekly numbers that make it easier and more tangible for you to focus on. All right. So we've celebrated our wins. We've looked at our data, we've done some visioning, created a personal growth plan, and written down our goals for this next year. Now we need to preload your year. So this is something I learned from Graham Cochran, and it's been a massive game changer for me in terms of actually making this stuff happen. It's great to do visioning, it's great to acknowledge, uh, the previous year and think about things you want to accomplish and whatnot, but making it actually happen is what this section is all about. Life is unpredictable, and we never really know what the next year is fully going to bring. Something I've noticed is that there's always like one key amazing thing that happens every year, and there's always one key crappy thing that always happens every year. You never really know what that's going to be. So what I'm saying is that life gets kind of crazy, and what we can do is to preload our calendar and our year to set us up for as much success as possible without us having to constantly be thinking about it. So for this next section, I would encourage you to pull up your calendar because that is your North Star going into this next year and actually achieving your goals. The first question is, when are you going to rest, take vacations, and step away from work this year. Look, working is important. Having your work hours very, very important. Time blocking your days. I'm a huge fan of— we should prioritize our downtime just as much as we do our uptime. So the easiest thing to do right off the bat is to block out big holidays like Memorial Day, Labor Day, Christmas, Thanksgiving, Halloween, all those kind of things, important anniversaries, any kind of major holiday. Something I like to do is I use Calendly. So if you go over to the availability tab, you can go to date-specific hours and you can even— or advanced settings, and you can automatically turn on all of these different major holidays so people cannot book times on those major holidays. Obviously, Calendly doesn't know when your anniversary is with your spouse, so what you can do is go over to date-specific hours and you can find the day next year and block out whatever day or days you're going to go on a vacation or when your anniversary is. That way you have that time taken from you. This is obviously a personal preference and maybe you want to do something in the evening and your work hours are in the daytime and it's not a big deal. But with date-specific hours, you can block out all those dates in advance and it's worth doing that now so that next year you don't have to think about it. Next question is what products or offers are you promoting this year and when? A lot of people just wing it throughout the year, but the real intentional businesses know the exact months or days that they are going to be doing promotions. So if you're thinking about creating a product, when are you going to also be doing your promotion windows? A good rule of thumb is to do them once every quarter. Some people like to go as far as doing a new promotion every single month. Whatever it is for you, write it down and put it onto your calendar so you know that time is coming up. I would even include reminders as well just to make sure that you actually release this stuff on time. What known travel do you have planned this year? Do you have a honeymoon? Do you have any kind of thing that you want to go do? Maybe it's seeing a new country. If so, when is that time? Go into your calendar and also Calendly or Acuity and block that time out. If you know you're going to be gone for these 2 weeks, you can block out those 2 weeks and say, I am not available, and then save that. That way nobody can book that time in advance. Next, what new products are you going to develop this year and when? Are you going to focus on building them? If you have a course that you would love to create or a new community you'd love to build, when are you going to actually commit the time to do it? Because if you don't put it on your calendar, it's probably not going to get done. Black out some time on your calendar and make this new asset a priority. And lastly, what live events are you hosting this year? These could be in-person, online, a mastermind, community meetups, retreats. Maybe you want to gather up all the clients you've ever worked with and do a live event. Where you do a year-end planning thing or just a quick recap or a meetup, whatever it is that you want. If you are into doing any kind of events, when are you going to do them? And make sure you put those on your calendar. All right, friend, I know that that was quite a bit, but this is really the difference between you succeeding this year and you just kind of floating through the year. I say the number one word that we should keep in mind this year and every year moving forward to really make it actually happen is intention. Most people never take the time to run through an exercise like this or fill out a document like this, and then they have rough ideas of things they want to achieve, but they never intentionally plan to really make it happen or even prioritize these major events or things onto their calendar. And that's why they never end up achieving these goals. So to make your dreams truly happen, you first have to dream of them. You have to plan, you have to reflect, but really you have to implement. And the way you do that is by designing your life now around the goals you want to achieve, going to the events, blocking out the time on your calendar to say, I am going to commit to this and making that promise with yourself and then keeping it. If you haven't done it yet, download my year-end review and planning document. I'm going to link it below this video. Go through it. Watch this video as many times as you need and truly implement this because this is the difference between you crushing it this year and you just kind of floating through the year. If this video was helpful, please give me a thumbs up. And if you have any questions or any ahas or breakthrough ideas that stood out to you, leave a comment below. And as always, take what you learned here, get out there, make something happen. I'll see you in the next one.