Image 1 of 2
Image 2 of 2
Annual Review Prep Guide
Most people treat their annual review like a pop quiz they forgot was happening.
They walk in with vague answers, undersell everything they did, and leave the conversation wishing they’d said something different.
This isn’t that.
The Annual Review Prep Guide gives you a simple, four-part system to document your wins, answer the tough self-eval questions, and walk into the room knowing exactly what to ask for — and exactly what receipts back it up.
What’s inside:
The Self-Eval Framework — 8 questions that turn a blank page into a compelling case for your value. Answer these before your review and you’ll never be caught off guard again.
Your Win Log — A structured breakdown by category (projects delivered, business impact, leadership, problems solved) so you stop forgetting half of what you accomplished.
Your Ask — A talking points template for raises, promotions, and anything else you’re negotiating. Includes a built-in space for market rate research and a fallback plan if they say no.
The Method — A four-step walkthrough for how to actually use all of this, including when to start, what to check, and how to show up confident.
This is for you if:
You have a review coming up and feel completely unprepared. You’ve gotten passed over before and don’t want it to happen again. You know you did great work this year but struggle to put it into words. You’re ready to stop leaving money and opportunity on the table.
Grab it, fill it out, walk in ready.
Want the full system? The Rich Life Planner gives you 20+ pages including a built-in Win Log, project trackers, meeting notes, and more.
Most people treat their annual review like a pop quiz they forgot was happening.
They walk in with vague answers, undersell everything they did, and leave the conversation wishing they’d said something different.
This isn’t that.
The Annual Review Prep Guide gives you a simple, four-part system to document your wins, answer the tough self-eval questions, and walk into the room knowing exactly what to ask for — and exactly what receipts back it up.
What’s inside:
The Self-Eval Framework — 8 questions that turn a blank page into a compelling case for your value. Answer these before your review and you’ll never be caught off guard again.
Your Win Log — A structured breakdown by category (projects delivered, business impact, leadership, problems solved) so you stop forgetting half of what you accomplished.
Your Ask — A talking points template for raises, promotions, and anything else you’re negotiating. Includes a built-in space for market rate research and a fallback plan if they say no.
The Method — A four-step walkthrough for how to actually use all of this, including when to start, what to check, and how to show up confident.
This is for you if:
You have a review coming up and feel completely unprepared. You’ve gotten passed over before and don’t want it to happen again. You know you did great work this year but struggle to put it into words. You’re ready to stop leaving money and opportunity on the table.
Grab it, fill it out, walk in ready.
Want the full system? The Rich Life Planner gives you 20+ pages including a built-in Win Log, project trackers, meeting notes, and more.