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Beauty Business Goal Setting Worksheet

Beauty Business Goal Setting Worksheet
Goal Setting Worksheet – Sarah Naylor Academy
Building Your Beauty Business Future
Goal Setting Worksheet
Make it SMART. Track it weekly. Review it monthly.
🔭 Your 6-Month Vision

In 3–6 sentences, describe where you want your beauty business to be in 6 months (clients, revenue, confidence, systems, lifestyle).

🎯 Set 3 SMART Goals

Each goal should be Specific Measurable Achievable Relevant Time-bound.

Goal 1


Goal 2


Goal 3

🗓️ Monthly Milestones (Next 6 Months)

Break your goals into bite-sized milestones. Keep these realistic and measurable.

📊 Simple KPI Dashboard

Track the numbers that move your business. Update weekly/monthly.

Monthly Revenue Target
How much revenue do you want to hit each month?
Average Ticket Target
Average spend per client visit.
Rebook Rate Target
% of clients who book their next visit before leaving.
Retail Attach Rate Target
% of visits that include a product sale.
New Clients / Month
How many new clients do you want each month?
Hours You’ll Work / Week
For capacity planning and energy management.
✅ Weekly Habits (Execution)

Tick these off weekly to keep momentum. You can edit the labels if you prefer.

📝 Review & Reflection

Reading next

Beauty Business Readiness Quiz
Pricing Confidence Guide

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