OnTrack Planner: Pro Organizer Marketing Made Simple (PDF Version)

Designed as a workbook companion to the book Pro Organizer Marketing Made Simple, the OnTrack Planner will help you build a business you love.

*This 150 page workbook can be printed at double-sided at home or you can send the pdf to Staples or another online provider for printing and spiral binding. Or if you prefer, a professionally bound version is available on Amazon. 

The OnTrack concept was developed by Shanna Goodman as a big-picture approach to continuously evaluating what's going on in your world and how you and your business should respond accordingly. While most people want to jump straight into action, your efforts will take you farther faster if you take a little bit of time to define your intent, clarify your insight and map out your infrastructure first. In fact, these are the exact elements you'll be working through with the OnTrack Wheel. A sustainable business that continually attracts ideal clients relies on having a strategy in place to plan and respond as your business-- and the world -- changes. This framework starts with an intentionally set anchor followed by a thoughtful approach to review and optimize. Use this approach to help you plan -- and achieve-- your goals throughout the year.

*These are pdfs you can print again and again. If you're looking for a bound workbook with these pages and more, check out the OnTrack Planner: Pro Organizer Marketing Made Simple available on Amazon. 

This OnTrack Planner Includes:

• OnTrack Wheel concept and instructions
• Your specific OnTrack Plan Worksheet
• Daily OnTrack Plan Worksheets for 63 business days (equal to three months or one business quarter business days)
• Daily OnTrack Review Worksheets for 63 business days (equal to three months or one business quarter business days)
• Quarterly OnTrack Plan Worksheet
• Quarterly OnTrack Review Worksheet
• Notes pages to reflect and plan your next steps

Editorial Reviews for Pro Organizer Marketing Made Simple 

If you want to grow your Professional Organizing business, I highly recommend Pro Organizer Marketing Made Simple. This book offers proven strategies for marketing that are easy to follow and will ensure potential clients notice your business. Whether you are just starting out or want to take your current business to the next level, the clear and concise marketing strategies outlined in this book will help.

— Cas Aarssen, founder of Clutterbug and host of HGTV’s Hot Mess House

Pro Organizer Marketing Made Simple is jam-packed with worksheets, scripts, and frameworks to help you go from talking about growing your small business to actually getting it done. Through case studies and anecdotes, Goodman breaks down complicated concepts while providing an easy-to-digest and execute playbook for the modern entrepreneur. I love Goodman's voice and focus on the digital landscape. No matter your expertise, this book is worth a read!

— Alyse Kalish, editor at Business Insider 

Pro-Organizing Marketing Made Simple provides marketing strategies to help organizing experts highlight and share their expertise in a manner that creates business growth. Shanna’s understanding of the industry and the market makes this a go-to resource for any professional organizer.

– Amy Tokos, CPO®, immediate past President of the National Association of Productivity and  Organizing Professionals (NAPO), speaker, productivity consultant, podcaster

Shanna demystifies marketing in a fun, easy-to-understand, and relevant manner. An important book for anyone seeking greater purpose and clear action steps to build a business they love. 

– Ellen Faye, PCC, CLPC, CPO®, past President of the National Association of Productivity and  Organizing Professionals (NAPO), author of Productivity for How You’re Wired