Bundle · 2 Products

Planning & Operations Bundle

Name: Planning & Operations Bundle
Brand: Boltkit
Price: 47 USD
Availability: InStock

Annual Planning OS plus Business Planner — plan your full year and run your business from a single Notion workspace. Everything connects: annual goals flow into quarterly plans, which feed your weekly tasks.

$47 $56 Save $9

one-time · instant download · lifetime access

Buy Now — $47

Secure checkout via Stripe · Instant access

Planning & Operations Bundle — template preview

Bundle · 2 Products

What's Inside

Two templates. One complete planning + operations system.

Annual Planning OS — $29 value

12 databases, 8 views, and a formula library for tracking your full year — goals, habits, projects, and a quarterly review system that actually gets used.

Notion Business Planner — $27 value

Quarterly goals, project tracker, client CRM, and task delegation in one workspace — the operational layer that turns your annual plan into daily execution.

Why This Bundle

Plan the year. Run the business. One workspace.

Most planners solve either the big picture or the daily grind — not both. This bundle connects them: your annual goals flow into quarterly plans, which feed your weekly tasks and client work. Nothing lives in a silo.

Annual goals cascade into quarterly OKRs and weekly priorities automatically
Client CRM and project tracker tie daily work back to your bigger vision
12 databases + 8 views across the two templates — no setup from scratch
Task delegation field for VA and contractor workflows built in
Both templates fully editable — rename, relabel, extend for your workflow

$47

one-time payment · vs $56 separately — you save $9

Get Instant Access

Instant download · Lifetime access · Future updates free

Annual Planning OS

Annual Goals Dashboard

Year-level goals with category tagging, quarterly milestones, and a completion tracker

Quarterly Review System

Structured reflection template with wins, lessons, and adjustments for the next quarter

Habit & Routine Tracker

Daily habits linked to annual goals with streak tracking and monthly rollup views

Formula Library

12+ pre-built Notion formulas for progress percentages, rolling averages, and deadline countdowns

Notion Business Planner

Quarterly Planning Hub

90-day goals, monthly milestones, key results tracking, and quarterly review template

Project Tracker

Active projects with status, deadline, budget, client link, and owner

Client CRM

Profiles with contact info, project history, renewal dates, and notes per client

Task & Delegation System

Daily/weekly tasks with priority, assignee, deadline, and "delegate to VA" status field

Weekly Review Dashboard

Monday prep checklist, weekly wins log, blockers, and next week focus

What People Say

Built for operators who run real businesses

"The client CRM alone paid for the template. I can see every project, every renewal date, every note — without digging through email."

— Chris L., Freelance Consultant

"Finally a planner that gets the delegation part. The VA can see exactly what needs to be done and I stop being the bottleneck."

— Elena M., Agency Owner

"I stopped using three separate tools for this. Client work, project status, and my weekly review all live in one Notion workspace now."

— Tom A., Mobile Detailer (Service Business)

FAQ

Questions answered

Buy Now — $47

Do I get both products with one purchase?

Yes — one checkout gives you immediate access to both Annual Planning OS and the Notion Business Planner. You'll get Notion duplication links for each template after payment.

How do I receive the templates?

After payment, you'll be taken to a success page with direct Notion links to duplicate both templates into your own workspace instantly.

Can I use these with my team?

One purchase covers personal use. If you're sharing with a team or using for multiple clients, please purchase one license per workspace or reach out to discuss team pricing.

Is there a refund policy?

Yes — if you're not satisfied within 14 days, email us and we'll refund you in full. No questions asked.

Will I get future updates to both templates?

All future updates to both Annual Planning OS and the Business Planner are free. You'll be notified when new sections, formulas, or views are added to either template.