Turn your messy year of data into a confident 2026 plan.

Complete your entire annual review in one focused day — with my templates, videos, and tools.

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$99.00 USD
$200.00 USD $99.00 USD
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Annual Business Review Template

Annual Business Review Template

A guided annual review system for creators & entrepreneurs that turns your messy year of data into a confident 2026 plan.

This one-day review gives you:

  • Total clarity on your 2025 business (wins, mistakes & patterns)
  • A confident 2026 strategy built from real numbers — not guesses
  • A simple, focused Q1 plan you can execute immediately
View full details

Get Instant Access To:

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Canva Template

An interactive whiteboard template in Canva – add your data & customize the fonts, colors.

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Video Tutorial With Sam

(pre-recorded)showing you how I actually fill out my annual review & set my new year goals

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FREE BONUS – AI Prompts

Take your insights even further by combining screenshots of your Canva Template with my copy-and-paste AI prompts

into clarity

from chaos

Imagine having a clean, clear business plan.

The Annual Business Review Template is your reset.

It takes everything you’ve been tracking all year and turns it into a calm, focused plan for what’s next — without weeks of planning or overwhelm.

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This is a self-paced business review to help you close out 2025 and plan 2026 with clarity.

Complete the entire review on your own, at your own pace – using my tools, tips, and templates.

I'm Sam.

And I'm the Hermoine Granger of business metrics & planning.

I do this annual review every year, and I'm OBSESSED with it.

I'll show you my system for:

✓ Reviewing key metrics

✓ Visualizing data (without the overwhelm)

✓ Using AI to interpret the data

✓ Making a 2026 plan & setting goals

↓ FREE FOR FIRST 100 PURCHASES! ↓

AI Prompts for Annual Planning

The first 100 sign-ups will get an exclusive bonus– my AI prompts that I use to help me plan my year.

Screenshots of the planner + AI Prompts = Amazing 2026.

GIMME THAT BONUS!

Tour this tool! ↓

Frequently Asked Questions

How does the Annual Planner work?

You'll get instant access to the Canva Whiteboard template.

You can update the fonts, colors, and data inside the template to make it match your business.

Is it a one-time payment or subscription?

Your license is a one-time purchase which gives you access to the templates.

What's included?

With the purchase of the Annual Business Review Template you get instant access to:

  • Annual Review Template (Canva Whiteboard Template)
  • Video Tutorial from Sam (pre-recorded)
  • AI Prompts (limited to first 100 customers!)

Do I need fancy software to use this?

Not at all! These templates are available in Canva. You can use the free or Canva Pro plans.

What's the refund policy?

Due to the nature of digital products, this product is non-refundable. If you have a question before downloading, please email 'sam@thecolorpalettestudio.com'.