Plan for Success
Set the foundation for a successful coaching, consulting or wellness business
A 3 part program to help you create a business and marketing plan.
Part I: Time & Money: figure out how much you need to charge and how many clients you need to meet your financial goals.
Part II: Your Sales & Marketing System: learn how to build an effective pathway between "stranger who needs your services" and happy paying client. Assess your business to see where to start.
Part III: Planning Your Week: Create a weekly calendar to plot exactly what you need to be doing. Also includes a tracking system to measure whether or not you're on course.
Includes downloadable worksheets and spreadsheets.
Get immediate access for only $29
Yes! This is a 3 part video training series complete with worksheets for about the same price as a book.
Not happy with the course? Send me a note within 30 days of purchase and I'll cheerfully refund your money.
Part I: Setting Goals & Calculating Numbers
This session is about time and money.
Starting with how much money you want to make - and how many hours you want to work, we'll figure out:
- What you need to charge per hour
- How many clients you need to reach your goals
I'll also outline several ways to create a 6 figure salary for yourself (without needing to build an empire or hustle hustle hustle)
Part II: Setting up an Effective Sales & Marketing System
Want to reach those revenue goals? You'll need a clear process between "stranger who needs your services" and "happy paying client."
In this session:
- Learn the 3 must have components of a successful sales and marketing system
- Assess your current process to discover missing or weak elements
- Identify projects & practices to strengthen your sales and marketing system
Part III: Planning your weekly calendar
If you ever sit down at your desk in the morning and wonder: "what should I do?" - or if you make plans but never get them done - this one is for you!
In this session:
- Learn the 3 activities you should be doing on a daily or weekly basis
- Create a weekly calendar and block out time to execute your plans
Class materials: everything you need to create your plan
- 3 videos - one for each class - to walk you through step-by-step (you can do the worksheets as you watch the videos)
- PDFs of the slide decks for quick reference
- Profit calculator spreadsheet - quickly and easily see what happens when you adjust your goals or rates
- Tracking system spreadsheet - the same system I use to monitor my own business
- Assessment worksheet - gives a visual overview of your business strengths and weaknesses
- Weekly calendar planning template
- Sales & Marketing System diagram