Worksheet

Design Your Business Around the Life You Want — Worksheet

Interactive worksheet to translate life priorities into business choices: hours, revenue targets, ideal clients, non‑negotiables, and decision rules. Includes a scenario planner for three business shapes (freedom, growth, hybrid) and saves responses so you can iterate and track progress.

Interactive Tool

Design Your Business Around the Life You Want — Worksheet

Design a business that serves your life, not the other way around

This interactive worksheet helps you capture the personal priorities that matter most, translate them into concrete time and income targets, define acceptable client tradeoffs, and create simple decision rules to keep your offers and everyday choices aligned with your life design. Save your responses, revisit them, and refine the plan as you learn.

Think in terms of schedule, stress level, family time, health, creativity, travel, civic commitments, or anything else that matters. Be concrete: what does a good week look like?
Choose the things your business must support. Select all that apply.
Optional: brief note for any priority you selected as Other.
How many hours per week can you realistically work without harming your priorities? Include client work, admin, marketing, learning, and rest.
How many of your available hours do you want to spend on billable or revenue‑generating work?
List recurring commitments you cannot move (childcare, classes, part‑time job, religious services, weekly rest, etc.).
The top‑line revenue you want or need for this business to support your life design. Enter a number in your currency (no symbols).
Optional: monthly target to make planning simpler. If left blank you can derive it later from annual target.
Estimate how much you typically earn from a client or a sale. This helps translate revenue goals into customer targets.
How many clients do you want to maintain concurrently at this revenue level? Useful for workload and relationship planning.
Which tradeoffs are you willing to accept to reach your targets? Choose all that apply.
Helps check whether your desired number of clients fits your weekly hours and desired paid hours.
Write short if/then rules you can apply quickly. Examples: 'If a client requires >10 hrs/week for <$1,500/month, decline.' 'If prospect requests a trial for <2 weeks, offer a paid pilot.' Keep 3–7 rules you can actually follow.
Pick the shape that best matches your priorities. Use the scenario planner below to explore implications.
Describe what the chosen shape means in practical terms: target revenue mix, client types, number of clients, automation or outsourcing needed, and one experiment to test it.
List 3–5 specific next steps to move this plan forward and a deadline for each. Examples: 'Draft pricing page by May 15', 'Schedule discovery calls with 5 prospects by end of month.'
1 = not confident, 5 = very confident. Use this to prioritize quick experiments.
If yes, you can reuse this structure later and copy it for other business ideas.
You can explore this tool now. Sign in or create an account to save your responses and return to them later.
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