Business Opportunity Planner Worksheet – Free Sample
8 months ago.
Updated 8 months ago.
When working with financial advisors and business owners, I find that they sometimes need to have a good idea of where they are at against their goals, so they know if they are on track or off track. If they are off track, they have to figure out ways to fill the gap, so they achieve their goals. In an effort to help them stay focused on what they need to do to ensure they are in the highest probability position to achieve their goals – or even exceed them – I created the Business Opportunity Planner Worksheet. This spreadsheet can easily be modified to fit how you track opportunities, so you can be in a higher probability position to be on track to achieving your goals in the timeframe you desire.
To download my complimentary business opportunity planner worksheet, go to
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