Plan, execute and achieve your business goals with ease every single year.


Keep your marketing efforts aligned with your annual, quarterly and monthly goals with this roadmap that guides your business growth.


Get the rinse-and-repeat system where you’ll...

Create a roadmap for your business success and stay on track with your goals throughout the year

Reflect and visualize your business success, while capturing your future your ideas effectively

Identify and prioritize your key projects for each quarter, ensuring you maximize your efforts and achieve outstanding results.

The best part is you can reuse this planner 

EVERY SINGLE YEAR!

Even if you’ve struggled with prioritizing your projects or knowing what to work on next, this planning method I’ve used since 2021 will be your saving grace.



Four Easy Steps to Import + Use Your New System Template

Step One: Purchase Annual-at-a-Glance Plan

Step Two: Watch the strategy walkthrough lessons

Step Three: Copy the template into your Trello workspace

Step Four: Implement the action steps and customize your new system



Here’s what you’re getting inside the Annual-at-a-Glance Plan:
Plug-and-play Trello board template that’s easy to customize

Interactive bite-sized course that walks you through the strategic approach of this system

Step-by-step guidance to easily customize and implement the system

...all for only $67! 


✭✭✭✭✭
"This gave me clear direction."

It’s so easy to find everything, to get organized and it’s worth taking the time to do it because ultimately the business runs so much smoother as a result.


Elaine W.
Trello Student
✭✭✭✭✭
"It reduced the need to search for easy things I'm looking for."

The quality of Lucy's teaching, the tutorials and walk-through of the boards, and being able to instantly implement is well worth the investment.


Andrew S.
Trello Student
✭✭✭✭✭
"It provided a way to keep all aspects of my business organized in one place."

Even if you feel that you’re pretty organized, you’ll definitely learn something.


Sacha H.
Trello Student


Heyyy, I'm Lucy!


I’m a Productivity Strategist obsessed with all things productivity, biz organized and Trello to fight off the overwhelm and help you get more done in less time. I truly believe that you’re in business to impact lives and I want to help you impact as many lives as possible. That means finding ways to get more of the tasks that matter in record time, without needing to #hustlemore. This system is one of those ways!



With a clear overview of your goals and priorities, you can make more informed decisions that align with your long-term vision.

Annual-at-a-Glance Plan is here to help you do just that. You’ll receive a bite-sized course and Trello template to make implementing your annual easy peasy.


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Streamline your email marketing and newsletter planning process.

(71% off) Only $67 $19!
The EXACT system I use to stay consistent with emailing my list and keep all your email marketing information, tasks and schedule in one place. 

Here's what you'll learn: 

- How to use Trello to manage your email marketing plan for your business(es) with ease

- Secret hacks to effortlessly plan and schedule your email newsletters for improved consistency

- Simple ways to track your progress and find old email newsletters within seconds

BONUS: Email Newsletter Planner Trello board template

Payment information

You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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  • Total payment
  • 1xAnnual-at-a-Glance Plan$67
    -+

All prices in USD


Questions you might be asking yourself right now...
  • What if I don’t use Trello?
    The Trello board template was created to easily copy into your workspace (I’ll show you how to do this inside).

    If you’re already using another project management tool (Asana, ClickUp etc.), I’ve had students in the past take the strategy and inspiration from this system to implement into their own tools but it isn't something I cover inside.
  • Will I need to upgrade my free Trello plan to implement this template?
    Nope! Everything I teach inside of this Trello system template can be done using the free account.
  • How much time will it take to set up and implement the system template?
    The total training time is about 25-minutes long. The training is broken down into bite-sized lessons to make it easier for you to consume and implement as you go.

    There are also written action steps to help you implement the system template with ease every single year.

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