Use this checklist to stay organized, focused, and consistent throughout the year.

Check each item off as you complete it.

📍 STEP 1 — DEFINE YOUR CORE GOAL (December 1–10)

✔️ Choose ONE main business goal for 2026
✔️ Write it somewhere visible
✔️ Make sure it’s measurable (ex: $10k month, 10 replenishables, etc.)

✔️ Identify why it matters to you

📍 STEP 2 — SET QUARTERLY MILESTONES (JANUARY)

✔️ Break your main goal into 4 checkpoints
✔️ Assign each milestone to Q1, Q2, Q3, Q4
✔️ Make each milestone achievable but challenging
✔️ Add deadlines to each

Upgrade to the NEXT Plan Level. Starter to Basic. Basic to Elite. Elite to PRO!

📍 STEP 3 — MAP OUT MONTHLY FOCUS AREAS

For each month, choose ONE key theme.
Examples:
✔️ January — Product research basics
✔️ February — OA sourcing
✔️ March — Replenishables
✔️ April — Tracking profit & expenses
✔️ September — Q4 prep

(You can use your own themes too.)

✔️ Assign all 12 months a focus
✔️ Keep each month simple and clear

📍 STEP 4 — SET WEEKLY ACTION TARGETS (EVERY SUNDAY)

Choose your weekly performance metrics:
✔️ Hours spent sourcing
✔️ Products analyzed
✔️ Test buys made
✔️ Replens restocked
✔️ FBA shipments sent
✔️ Weekly profit target

✔️ Review your progress every Sunday
✔️ Adjust upcoming week if needed

📍 STEP 5 — MONTHLY REVIEW (1ST OF EVERY MONTH)

On the first day of each month:
✔️ Review last month’s results
✔️ Identify what worked
✔️ Identify what didn’t
✔️ Remove low-value activities
✔️ Double down on winning methods
✔️ Update your next month’s plan

Monthly reviews = faster growth.

📍 STEP 6 — BUILD YOUR Q4 PLAN BY SEPTEMBER 1

✔️ Pick Q4 categories (toys, beauty, home, seasonal)
✔️ Set your Q4 sourcing budget
✔️ Identify replenishable opportunities
✔️ Plan your shipping timeline early
✔️ Determine how much stock you want on hand by Oct 1
✔️ Review last year’s Q4 trends (if available)

Q4 is won in September — not November.

🎯 FINAL CHECKLIST RECAP

By January:
✔️ 1 Core Goal
✔️ Quarterly Plan
✔️ Monthly Focus Themes
✔️ Weekly Targets

Every Month:
✔️ Review + Adjust
✔️ Improve systems

By September 1:
✔️ Full Q4 Action Plan