“Get Clear. Get Confident. Get Moving.”
A Guided Worksheet to Refocus and Align Your Business Vision
SECTION 1: The Big Picture
- What is your business ultimately here to do?
Think big. What change do you want to make in your customers’ lives or your industry?
I started my business because…
If my business disappeared tomorrow, my customers would miss…
- What is your personal definition of success?
Forget other people’s metrics. What would a “successful” business feel like to you?
In one sentence: Success looks like…
At the end of this year, I’ll know I succeeded if…
SECTION 2: Vision, Mission & Values
- Vision Statement (Where are you going?)
In 3-5 years, my business will…
- Mission Statement (How will you get there?)
My business helps [target audience] achieve [desired outcome] by [method or product]…
- Core Values (What do you stand for?)
List 3–5 values that guide your business decisions, team culture, and customer experience.
Examples: Honesty, Innovation, Efficiency, Inclusion, Simplicity, Legacy.
SECTION 3: Ideal Customer Snapshot
- Who do you really want to serve?
My ideal customer is someone who…
They struggle with…
What they want more than anything is…
- What transformation do you offer them?
Before working with me, they feel…
After working with me, they feel…
SECTION 4: Business Model Basics
- What’s your primary product or service?
Describe your main offer in one sentence.
- What are your revenue streams?
Check all that apply (or add your own):
☐ Services
☐ Digital Products
☐ Affiliate/Referral Income
☐ Subscriptions
☐ Coaching/Consulting
☐ Physical Products
☐ Sponsorships/Ads
- How do customers currently find you?
Check all that apply:
☐ Referrals
☐ Social Media
☐ Website/SEO
☐ Paid Ads
☐ Networking
☐ Speaking/Events
☐ Email Marketing
SECTION 5: Alignment Check
- What’s working well right now?
My current strengths are…
- What feels out of alignment or draining?
If I’m honest, I’m tired of…
- What one change would make the biggest difference right now?
I would feel 10x better if I could just…
SECTION 6: Your Power Statement
- Fill in the blanks below to create your business clarity anchor:
I help [ideal customer] achieve [transformation] through [product/service] so they can [ultimate benefit].
Example:
I help overwhelmed solopreneurs automate their marketing with AI-powered tools like ProsperityAITools.com so they can grow their business without burning out.
NEXT STEPS:
Pick one:
☐ Review this with a mentor or accountability partner.
☐ Schedule a 90-minute deep-dive solo planning session.
☐ Use this to refine your About page, elevator pitch, or LinkedIn bio.
Tips for Use
- Print it or type directly into a fillable Google Doc.
- Revisit it every 90 days.
- Don’t aim for perfection. Aim for progress.
