Your 2027 Master Plan
This is what your plan gets built from. Every answer feeds something specific, and the parts you skip are the parts your plan will be vague about.
Set aside a proper hour. Real numbers where they are asked for. If you do not know a number, tap "Don't know" (or write it) rather than guessing. Not knowing is itself useful information.
Be honest, not impressive. Lachy is building this for you, not judging it. A plan built on tidied up numbers solves a business you do not actually have.
Before you start
Every number is for the last 90 days unless the question says otherwise. That means the 90 days up to the day you fill this in. Set the date range to the last 90 days in:
- SCOS
- Meta Ads Manager
- Instagram Insights
If you have been running for less than 90 days, or only started tracking something recently, give what you have and say how many days it covers.
All dollar figures are in Australian dollars (AUD). Not sure of a number? Tap Don't know next to it rather than guessing.
Your details
We need your name and email so your answers get to the right plan.
Your answers save on this device as you type, so you can close the page and come back to it. Nothing is sent until you hit submit at the end.
Got it. Thank you.
Lachy builds your plan from this, it gets printed before we fly, and it is in your hands on the first night in Bali. You will have a full day to read it and mark it up before your one on one.
One more step
Your answers couldn't be sent automatically. Nothing is lost: download them or copy them, and send them straight to Lachy.