Ready to do a happy dance?

The Planner Independent Retailers
Have Been Waiting For Is Here!

Sorry, the cart for the 2022/2023 Planner is closed.

Subscribe to our newsletter for updates and find out when the next planner launches!


Retail business owners don’t plan to fail.
They fail to plan.

But it doesn’t have to
be this way…

Get ready to grow your business in the next 9 months
by getting ahead and focusing on what’s important!

You CAN Plan The Next
9 Months Like A Retail Boss

This digital planner was originally offered in September but because I received so many requests to offer it again, it’s back!

This is a system to help you work ON your business. You are planning, tracking, setting goals, strategizing, journaling, AND building store systems all in ONE place!

This isn’t just a calendar. This is a BUSINESS TOOL. You get the Savvy Shopkeeper worksheets, multiple calendar options, journaling pages, monthly and quarterly checklists, AND monthly + quarterly emails to keep you on track and give you helpful tips.

What is a digital planner?

It’s a planner you use with a tablet and stylus. I use mine with an iPad and Apple Pencil!

Do you scramble to get things done and experience FOMO when other stores market their fun events or fantastic product lines? Do you make panicky decisions or drop the ball on parts of your business?

I’ve been in your shoes.. and there is a better way.

In fact, I co-own a home decor store in Ohio with my sister!

As a store owner and retail business coach, I mentor hundreds of retailers in my group memberships and I’ve worked with many 1:1 clients. I’ve learned that store owners don’t give themselves CEO time and they don’t plan in advance.

However, these two skills are habits that CAN be formed and help a retail business grow! I know, because I learned them!

But retailers struggle in this area without a system or tool to help them. That’s why I created the Savvy Shopkeeper Digital Planner.

Savvy Shopkeeper
Digital Planner


Get ready to grow your business in the next 9 months by getting ahead and focusing on what’s important.

Metrics matter! We can’t possibly store and remember all business data in our heads. Use this retail planner to track important numbers and information in your business.

Planning is what helps shopkeepers feel prepared. No more rushing, panicking or making impulsive decisions. Making intentional, thought-out decisions and plans are what allows you to have control of your own schedule too.

Journaling isn’t a one-size-fits-all approach. It can be a list, a paragraph, a story, a diagram, or more. When you’re stuck, when you want to strategize, or when you want to document your progress or evaluate your goals, unclutter your brain and use the journal pages!

What you get with your purchase

  • Get Started PDF Guide – you’ll receive a guide with step-by-step instructions to help you get started! (If you aren’t familiar with digital note- taking, Listen to Episode 138 of the Savvy Shopkeeper Retail Podcast: 6 Reasons I Switched From Paper to Digital Notes)
  • The Planner! This is a 549-page PDF document that you’ll upload into your digital note-taking app.
  • Monthly and Quarterly Emails – each month Kathy will remind you to USE the planner and she’ll give you tips so you can make the most of your planner throughout the year!

When you purchase this retail planner, be prepared to watch your email inbox! Check spam or junk folders if you don’t receive an email from us within 24 hours.

Retail Planner
Ready to achieve great things?

Start planning NOW for 2023!

Why a DIGITAL planner?

Frequently Asked Questions

A tablet, a stylus aka digital pencil and a digital note- taking app. There are a variety of ways you can use this digital planner. Be sure to research the best options for you first but here are a few combinations: Apple Users: iPad, Apple Pencil and GoodNotes app; Android Users – one option: Samsung Tablet, Samsung Stylus and Samsung Notes app – Other Apps: Xodo, Noteshelf
Visit THIS post and scroll to the bottom for a list of tools I recommend. The planner is NOT ideal to use/write on with a desktop or laptop.

I won’t say never, however, I don’t see this happening anytime soon. One big challenge with paper planners is the ability to offer daily calendar pages. This digital planner offers DATED monthly, weekly AND daily calendars making it over 500 pages and that would make for one extremely bulky paper planner!

You sure can! I love the sustainable feature of the digital planner however I’ve had some retailers tell me that they will only print out what they need and put the pages in a binder. Do what works for you!

It’s for all types of Independent Retailers! Gift shops, home decor stores, handmade businesses, vintage & antique stores, furniture stores, monogram businesses and everything in between. Not only does it offer pre-filled monthly and quarterly checklists but we also included blanks so you can customize your own.

Planning is a commitment to YOURSELF. I can’t do that for you, however, I can help. I will send you monthly and quarterly emails to keep you on track with the planner. A little nudge never hurts right? I’ll share a helpful digital planning tip in every email I send too!

I get it, I love it too! But switching from paper to digital note-taking is one of the best things I’ve done. There are screen protectors you can buy that give you the feel of writing on paper. For example, Paperlike is one brand!

Listen to Episode 138 of the Savvy Shopkeeper Retail Podcast for more on my switch from paper to digital.

NOTE: You are purchasing the original planner which has calendars that started October 1, 2022. This planner is over 500 pages because we wanted to give shopkeepers ALL options for calendar pages. This planner has dated monthly, weekly AND daily calendar pages!

Episode 138 – 6 reasons I switched from paper notes to digital notes
Episode 139 – 5 things independent retailers aren’t taught about planning
Episode 140 – A Plan(ner) is a commitment to you
Episode 141 – Poor Planning Polly: An Excerpt from the 2022 Savvy Shopkeeper Retreat


Are you ready to commit to yourself and your business?

optional Add-on:
digital stickers $9

I know many store owners who are creatives at heart. So have fun with your digital planner and grab my bundle of 150 digital stickers. Stickers that are custom designed with retail business owners in mind because planning doesn’t have to be dull and boring!

NOTE: This dated original digital planner started in October 2022 and runs through September 2023.

Here’s a recap of what you’ll receive:

  • PLANNER + GET STARTED GUIDE: you’ll receive two pdf files – the planner itself to upload into your tablet AND a Guide to help you get it set up for digital planning!
  • CHECKLISTS: Pre-filled and Blank Monthly and Quarterly planning checklists that remind you to do some important tasks in your biz
  • TABS: Top and side tabs to help you easily navigate and jump to certain parts of this value-packed planner
  • CALENDARS: Daily, Weekly, and Monthly calendars for a full year starting October 1, 2022, with holidays and retail dates
  • JOURNAL: Blank journaling pages to help you declutter your brain and reflect
  • YEAR-END REPORT: So you can document important metrics and information to summarize 2022 for your business
  • SAVVY SHOPKEEPER WORKSHEETS: Strategy, Tracking and Operations worksheets to help you with your retail business
  • SOCIAL MEDIA IDEAS: A monthly list of holidays and national days plus other social media post ideas for retailers
  • EMAIL SUPPORT + ENCOURAGEMENT: You’ll receive monthly and quarterly emails from Kathy to help and encourage you to use the planner throughout the year!

The cart is closed.


Want a peek? Here are a couple of YouTube shorts so you can see the planner in action: