Julie’s Notes
Your Go-To Cheat Sheets for Success
Julie's Notes are a series of quick, practical cheat sheets designed to simplify key concepts and offer actionable tips for busy professionals. Each sheet is packed with easy-to-follow advice on topics like productivity, leadership, entrepreneurship, and personal growth. Whether you're looking to streamline your day, improve your business strategy, or to build a better Business YOU, Julie's Notes provide the insights you need in a concise, user-friendly format.
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2025 Goal Planning Workbook
Your goals deserve a thoughtful plan, and this workbook is here to guide you every step of the way. Start by reflecting on 2024 to celebrate your successes and learn from your challenges. Then, craft your vision for 2025 with a focus on key business goals, breaking them into actionable steps, and creating a plan to stay accountable. Let’s make 2025 your most impactful year yet!
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Weekly Progress Tracker
Setting goals is one thing, but staying on track to achieve them is where the magic happens. This Weekly Progress Tracker is designed to help you monitor your progress, reflect on what’s working, and identify areas for improvement. With a clear focus on your goals and the steps needed to reach them, this tool ensures you're consistently taking action and moving closer to success.
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Habit Tracker
Research shows that it takes at least 21 days to form a habit—this tracker can help you get there. Stay focused on your goals with this simple tool to track daily habits and monitor your progress. Reflect on what’s working, make improvements, and keep moving closer to success—one day at a time.
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Monthly Milestone Tracker
Achieve your goals step by step with this simple tracker. Organize your key milestones, set due dates, monitor progress, and document notes to stay on track each month. Success is built one milestone at a time.
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Accountability Check In
Consistency is key to achieving your goals, and accountability keeps you focused. Use this tracker to document check-ins, review your progress, gather feedback, and stay aligned with your plans. Together, accountability and reflection pave the way to success.
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Challenges and Solutions
Every challenge is an opportunity to learn and grow. Use this tracker to document obstacles, brainstorm and test solutions, and reflect on outcomes. Turn setbacks into stepping stones toward success.
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Holiday Gift-Giving for Clients and Colleagues
Finding the perfect holiday gift for clients and colleagues can be tricky. That’s why I’ve created this Holiday Gift-Giving Guide to help you select meaningful gifts that reflect your brand and values.
Using my "B.U.M" approach—Beautiful, Useful, and Meaningful—this guide will lead you to thoughtful choices that won’t end up in a landfill or go unappreciated.
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Your Great Tomorrow Starts Tonight
Check out these 8 simple and practical tips to try one hour before bed in order to make tomorrow smoother and more productive.
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The Seven P's of Marketing
The 7 P’s of Marketing are essential for any business looking to create a successful marketing strategy. Whether you're refining your brand or launching a new product, mastering these elements will enhance your marketing efforts and give you a competitive edge in the market.
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The DISC Personality Profile
The Platinum Rule is: Treat others as THEY want to be treated. Well, how can you know how people want to be treated? Pick up on their DISC profile for tips and tricks about their communication and behavior style, and ways to interact with them that is most effective – for THEM. Knowing this will elevate your relationships, improve team dynamics, and promote customer and client service.
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11 Ways to be More Effective in All You Do
Boost your productivity and achieve more with the '11 Ways to Be More Effective' cheat sheet. This easy-to-follow guide provides practical strategies for setting clear goals, optimizing your workflow, and staying focused on high-value tasks. Whether you're balancing long hours or looking to work smarter, not harder, these tips will help you get more done in less time.
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Mastering Productivity: 10 Essential Principles to Overcome Procrastination and Achieve More
Boost your productivity and overcome procrastination with our "Mastering Productivity" cheat sheet! Check out these 10 essential principles adapted from Brian Tracy's "Eat That Frog" and start achieving more today!
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Business Start Up Considerations
Starting a new business? Ask yourself these essential questions to build a solid foundation. From team building to marketing, this checklist has you covered. Begin building Business YOU today!
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Ergonomic Tips for Busy Professionals
Enhance your comfort and productivity with these Ergonomic tips for Busy Professionals. This cheat sheet offers simple, cost-effective solutions to reduce discomfort, improve posture, and minimize strain. From eliminating back pain to reducing eye strain, these tips will help you optimize your workspace and feel your best throughout the day - thus improving productivity and performance.
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Work-Life Balance: Is It Achievable?
Balancing work and life is often why we choose to go into business for ourselves, but how are you really doing in each area? This cheat sheet is designed to help you reflect on four important aspects: Financial Independence, Business & Career, Family & Relationships, and Health & Wellness. Rate yourself out of 10 for each, and use the Diamond Map to see where you’re excelling and where you might need a little more attention.