
No more winging it. This Annual Planning Agent is an AI powered tool that will take your numbers, turn them into a clear sales plan, and then map out your marketing strategy, so you know exactly what to focus on to grow your business.
All for just NZ$19.
Enter your business costs → see what you need to earn to break even (no more confusion).
Project your revenue → know what’s realistic and possible for your year.
Build a sales plan → input your own products and prices, then see the exact number of sales you need to hit your revenue goals.
Create a marketing plan → finally know how to connect your offers to your clients.
Feels like you’re hustling without direction, literally “winging it” month to month.
Hasn’t built strong foundations in your business yet, especially around money and planning.
Wants to feel confident about your numbers without needing an MBA.
Dreams of turning your passion into a thriving business that supports your life, your family, and your legacy.


Because strong foundations shouldn’t feel out of reach.
This is your affordable way to step into clarity, control, and confidence... without overwhelm.
Think of it as the missing link between “I hope this works” and “I know exactly what to do next.”
1. Input your business costs. You'll start with a clear picture of your finances.
2. Project your revenue goals. The agent will show you what’s possible based on your costs.
3. Define your products and sales mix. Tell the agent about your offerings, and it will calculate your sales targets.
4. Receive an actionable plan that you can copy and use in any format (email, documents, spreadsheets or in your own pretty canva template!). Get a quarter-by-quarter marketing plan aligned with your sales goals.


Clarity: No more wondering what “break even” actually means.
Confidence: A sales plan that makes sense for your goals and lifestyle.
Focus: A marketing plan that’s directly tied to your sales strategy.
Momentum: The next 12 months mapped out, without overwhelm.



I’m the founder of The Leap To Lead, and for over 25 years I’ve worked with leaders and businesses around the world, from Hong Kong to Mumbai to Taipei, helping them build strong foundations and sustainable growth.
Now, I bring that same expertise to women like you, midlife women who are ready to stop winging it and start leading their own business with clarity and confidence.
I created the Annual Planning Agent to give you a simple, affordable way to do what big businesses do every year: plan your sales and marketing around the numbers that matter. Because when you have the right foundations, you can finally build the freedom, impact, and legacy you’ve been dreaming of.
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The Leap To Lead