2027 Ultimate Life + Business Planner
$45Instant download · works with free Notion
- Not 200 pages you’ll abandon
- Built for a business you run yourself
- Pre-built through 2027, so you just start
- Instant download
- Free Notion plan
- Yours forever
This Notion Life and Business Planner is a Notion template for freelancers and service-based business owners who plan their personal life and run their business in the same workspace. The business side includes a client tracker, content planner and business finance tracker, and it shares the Tasks, Projects and Goals databases with the life planner, which means the tasks for your clients appear in your daily planner and weekly planner alongside your personal ones.
It works as a second brain and a 2027 digital planner. The daily, weekly, monthly and quarterly planners pull from the shared task list, and the weekly planner has a week calendar with tabs for your tasks, appointments, meals, workouts and scheduled content. Business income and expenses are logged in the same transactions as your personal budget and add up month by month in their own Business overview.
- Not 200 pages you’ll abandonIt holds what is worth tracking and leaves out everything you would never actually want to organize.
- Built for a business you run yourselfThe Business hub covers what a solo business runs on week to week: leads and follow-ups, client onboarding, time tracking, invoices, offers and content, and all of it connects back to your tasks, goals and finances.
- Pre-built through 2027, so you just startEvery day, week, month and quarter for 2026 and 2027 already exists, with each day linked to its habit and wellness tracker.
1️⃣ Vision hub
Map out the life you want, set goals and break them into milestones and challenges
- Design your life
- Life compass
- Life areas
- Vision boards
- Goals
- Challenges
- Milestones
2️⃣ Productivity hub
Plan your days, weeks, months and quarters from a task list shared by your personal and business work
- Tasks
- Projects
- Agenda
- Routines
- Habit tracker
- Daily planner
- Weekly planner
- Monthly planner
- Quarterly planner
3️⃣ Lifestyle hub
Keep track of books, trips, chores, pet and plant care, your wishlist and the people in your life
- Books & media
- Plant care
- Pet care
- Travel planner
- Chore tracker
- Wishlist
- Contacts
4️⃣ Self-care hub
Journal, follow your skincare routine, plan your outfits and track your cycle, symptoms and daily wellness
- Journal
- Meditation
- Skincare
- Outfit planner
- Symptom tracker
- Period tracker
- Wellness tracker
5️⃣ Health hub
Plan your workouts and meals, track your measurements and build your grocery list from your pantry
- Workout planner
- Exercises & gear
- Measurements
- Meal planner
- Recipe book
- Pantry & grocery list
- Supplements
6️⃣ Business hub
Manage your clients, client projects, offers and content, with business tasks feeding into the same planners as the rest of your life
- Foundations
- Clients & leads
- Client work
- Projects
- Services & offers
- Content planner
- Testimonials
- Finances
- Resources
- Course tracker
7️⃣ Finance hub
Track your accounts, transactions, bills, subscriptions and sinking funds, with business money tagged by category next to your personal spending
- Accounts
- Transactions
- Categories
- Subscriptions
- Bill tracker
- Sinking funds
- Monthly overview
Inside the Business hub
- Foundations - who you help, what you sell, how you talk about it and what you need to earn
- Clients & leads - a CRM that follows each lead from Connected to Converted and puts them back on your Business hub when their follow-up date comes
- Client work - a page for each client project with an onboarding checklist (contract, invoice, payment, welcome email, first call), its own tasks, milestones and invoices, and a time log where Start session and End session fill in the duration and amount
- Projects - your own business projects, like a launch or a website refresh, kept in the same Projects database as your personal ones and marked Business
- Services & offers - New service and New product templates, where each offer links to its clients, content, testimonials and income, and adds up its revenue and items sold
- Content planner - a content calendar with templates for blog posts, YouTube videos, newsletters, Instagram carousels and Reels, TikToks and Facebook posts
- Testimonials - client feedback linked to the client and the offer, ready to reuse on sales pages and social media
- Finances - invoices that move from Not sent to Pending to Paid, with the unpaid ones listed on the Business hub, and a Business overview that adds up business income and expenses month by month
- Resources - the links, documents and materials you use in your business
- Course tracker - the courses you’ve bought with logins and notes, and action steps that go straight into your Tasks
1 Notion template · 7 hubs, 50+ pages · duplicate into your own workspace
- You can use this template with the FREE Notion version
- The planner is optimized for use on desktop and laptop and will not appear the same as the images above when it’s used on smaller devices like tablets and phones
- Every hub has a Start here page that walks you through setting it up
- This is an advanced planner with ~50 pages, built-in relations and formulas. It’s designed for people who already use Notion or are comfortable learning as they go.
- Prices, invoices and hourly rates are set in USD, and the Finances Start here page shows how to switch to your own currency
This template is for personal use for you and your own business only. You may not resell, distribute, reproduce, or give away the template in any form even if you have made modifications. By purchasing this product you accept these terms.
Because of the nature of this product, all digital items are non-refundable and not eligible for returns or exchanges.