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The 2026 Profit Plan
Flip your annual plan into a profit plan—so you can have a leaner, more focused business that’s easier to run (and more profitable, too)
Turn your bloated to-do list into a Profit Plan that actually works.
Every December, the cycle starts again:
You pull out a blank journal, light a fresh candle, and try to map out a year that’s more productive, more profitable, and less chaotic than the last.
Hopeful? Sure.
Wishful thinking? Maybe a bit.
Because deep down, you know that by February your “perfect plan” will already be cracking:
💡 The big ideas still light you up…
You just have zero time to work on them
⏰ You swore “no more overcommitting”…
and still end up answering messages at 9:17pm
🤖 The marketing plan?
Hijacked by yet another curveball from our AI overlords
🏝️ And that real vacation you promised your family?
Still comes with the classic “call me if anything breaks” asterisk.
It sucks, because it’s so predictable.
Every year, you go into January with all these plans and best intentions…
and yet nothing really changes.
You’re just circling the same fires, the same bottlenecks, the same profit leaks… just in a slightly better outfit.
The problem isn’t your execution.
It’s the kind of plan you’re trying to follow.
Most annual plans are bloated, brittle, and built for a type of stodgy business you don’t even want to run.
🗓️ They ask you to fill in all 12 months in advance…
when you haven’t even figured out next Tuesday.
🧱 They stack up goals like Jenga blocks…
without any indication that they’ll actually create an ROI.
🔎 They assume clearer goals = more success…
when what you really need is the ability to roll with the punches
So you end up with:
🚫 A calendar full of best intentions… but zero breathing room
🚫 A team that is great on paper, but not so great for your bank account
🚫 And a business that grows… as long as you keep pushing it up hill
Yeah. Enough of that.
This year, you don’t need another annual plan.
You need a Profit Plan.
One that makes decisions easier and meetings shorter.
One that keeps your team focused and your calendar clear.
And one that grows your profit without stealing your weekends.
Join us on Monday December 8
and we’ll build it—together.
Here’s exactly what’s happening:
On Monday December 8, I’m getting some of the sharpest, generous, and progressive biz owners I know together on Zoom for our Annual Planning Retreat…
And I’ve got space for 15 guests to join us.
🚫 No manifestation boards.
🚫 No spreadsheets full of wishful thinking “projections”.
✅ Just a real Profit Plan that grows your margin, protects your energy, and doesn’t fall apart by February.
Here’s what we’ll tackle together:
🚀 Session 1: The 2026 Kickstart
aka: Stop trying to plan harder. Start planning smarter.
Most founders think they need better goals. What they actually need? A better filter.
In this session, you’ll zoom way out and focus your year around what actually matters:
- Start with a Clarity Snapshot—a fast, honest scan of where you’ve been, where you are, and where you’re going next.
- Build your Idea Garden—the simple but strategic system that captures every “I gotta swipe that” idea, strategy, and stroke of genius
- Define your North Star Mission—the one-liner that filters every brainwave into a profitable, priority-aligned project
Net result? The foundation for a year of focus, flow, and freedom.
And that’s just Session One.
Then the real fun really begins…
🎯 Session 2: The “Steal This Strategy” Session
aka: What’s working right now in for business owners like you.
Forget the hypotheticals. This is where you’ll hear get unfiltered, behind-the-scenes story of what’s actually working in businesses like yours.
In this session you’ll hear 10-Minute Tactics—quick, targeted breakdowns of what’s working in sales, marketing, and delivery
Then, jump into a Brain Trust Breakout, small-group strategy tables for unpacking the best ideas worth stealing
You’ll end this session with at least one idea you’re excited to test, a clearer sense of what’s actually working today, and fewer “I wonder if I should…” tabs eating up your mental bandwidth.
🧱 Session 3: The Big Rock Calendar
aka: The part where it all clicks into place.
Most plans are built on vague goals. You’ll build yours around what actually matters.
In this final session, you’ll build your Big Rock Calendar—a high-level, flexible operating map that keeps your profit-driving priorities front and center (while still leaving room to have a life).
You’ll:
- Lock in your Uncontaminated Time—the vacations, breaks, and fully unplugged days that keep you sharp.
- Add in Purpose-Driven Dates—holidays, cultural moments, and milestones that support profit and purpose.
- Lock in your Sales Windows—launches, promos, campaigns, and seasonal offers that make it rain.
- Schedule your Product Ops—client events, delivery windows, and internal upgrades that support scale.
- Plot your Business Ops—the hiring, tax prep, legal, and finance milestones that keep the back-end running smoothly.
You’ll leave with a plan that’s strategic, flexible, and actually usable.
One that builds profit without building resentment.
Because when you get your Big Rocks are in place?
You can make better decisions, move faster, and finally grow your business like a Visionary CEO—not an exhausted manager with Slack fatigue.
IMPORTANT: This Isn’t Your Typical Workshop
Our paid workshops usually cost $100 for a 90-minute session.
This isn’t that.
The 2026 Profit Plan gives you full access to a 3-hour, high-impact day inside our private Annual Planning Virtual Retreat, where our top clients pay thousands for access.
It’s specifically designed for established, expert service providers who want to grow profit and purpose without burning out.
This event is for you if:
- You provide services based on your expertise
This is tailored for experts that work directly with clients - Lead a small but mighty team
Think 3-8 people including you; part-timers, contractors, and fractional support all count! - You have established product-market fit
Your offer sells, with a track record of happy clients to back it up - You hold politically progressive values
You believe that equity and justice (not just diversity and inclusion) are mandatory in business and in life.
Because this is part of a client-only event, we’ll be capping guest ticket seats at 15.
So if you this read this and thought “oh, this is so my room” — grab your ticket now.
If not? No worries; we’ll have other epic stuff coming soon. Just not this.
2026 Profit Plan
We go live in…
Create a Profit Plan that grows your business (and your free time) in 2026.
🗓️
Live on Zoom
Monday December 8
⏰
9:00am PT
12:00pm ET
5:00pm UK
🎥
Includes lifetime access to the replay*
*Please note: due to the private nature of the breakouts, Session 2 will not be recorded.
Hey – we’re Breanne & Jill. 👋🏻
We’ve taken over 300 founders through this exact planning process inside Visionary CEO Academy — and here’s what we’ve learned:
Most planning advice breaks down fast for service-based businesses.
Especially when you’re still in the work, leading a small team, and trying to make decisions with actual nuance.
That’s why we don’t just teach marketing calendars or time-blocked spreadsheets.
We help you look at the whole business — delivery, sales, operations, capacity, and life — and make decisions that actually work.
We’ve been doing this for 15+ years.
We’ve worked with solo experts, scrappy teams, and multi-7-figure firms.
And we’ve lived this ourselves — as neurodivergent founders who know that flexibility isn’t a luxury, it’s a requirement.
So no, this isn’t your average annual planning workshop.
This is a smarter, simpler way to plan for profit — one that actually matches how your business (and your brain) works.
Got a question?
What if I’ve done planning workshops before and they never stick?
Then you’ve definitely never done one like this.
Most planning sessions give you 47 tabs and a to-do list.
This one gives you a filter, so your decisions get easier, your team gets clearer, and your plan actually works in real life.
I’m already slammed. Is this really worth half a day in December?
If you’re busy now, just wait ‘til February when that plan you built in a coffee-fueled haze collapses.
Block 3 hours now, save hundreds later… in hours, dollars, and “what the hell are we even doing?” moments.
Can’t I just plan on my own like I always do?
Sure, if you’re happy with how it’s been working, then keep doing it!
But if your typical planning sessions keep landing you circling the same mountain year after year… maybe it’s time to try planning smarter.
Can my team join too?
Nope. Your team doesn’t need another meeting. They need your clarity. That’s what we’ll build.
EXCEPTION: if you’ve got an ops director or right-hand person that will be responsible for leading the execution of the plan, buy them a ticket, too!
I already set my goals for 2026. Will this still help?
Yes, because “goals” are not a plan.
This is where you gut-check those goals, align them with capacity, and turn them into something that actually drives profit.
What if I can’t keep up or I’m not a “planner” type?
Good. Neither are we.
This whole thing was built for neurodivergent brains, non-linear thinkers, and people who hate rigid plans.
It’s flexible, high-impact, and zero fluff.
Everything feels chaotic right now. Shouldn’t I wait ‘til I’m caught up?
That’s like waiting for your inbox to hit zero before you take a nap.
Profit planning is what creates breathing room, especially when everything feels on fire.
Can I get a replay?
Yep, you can revisit the full workshop anytime with on-demand access to the recording. Pause, rewind, and implement at your own pace!
*Please note: due to the private nature of the breakouts, Session 2 will not be recorded.
So, you in? Click the button below to get your VIP Pass to
The 2026 Profit Plan
Everything you need to make 2026 your most profitable — and stress-free —year yet.
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