Revenue Goal Planner

Calculate exactly how many clients and sessions you need to hit your revenue goal, based on your rates and capacity with clear, realistic assumptions.

Planner · 30 min · Print-ready PDF · Free download

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Preview Planner · 30 min

When to Use This Tool

A coach who has an income goal but no plan for how many clients it requires

Practice owner whose revenue is unpredictable month to month

A coach who wants to build toward a specific annual target and work backward from it

How to Introduce This Tool Plus

A revenue goal without the math behind it is just a wish. This planner converts ...

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Interactive Preview Planner · 30 min

Tool Classification

Domain

Coach Practice

Type

Planner

Phase

Goal Setting Action

Details

30 min Between sessions Monthly

Topics

Finances Accountability Time Management

For the Coaching Practitioner

Plus

Pathway Builder 🔒

Coaching Scenarios Plus

1 Coach with a strong client load and unpredictable monthly income

Context

A well-regarded executive coach has eight active clients and income she describes as 'good some months, stressful others.' She doesn't track client starts, doesn't know her average engagement length, and hasn't set an annual target. She operates entirely on feel. The planner converts that feel into numbers she can actually run against.

How to Introduce

Give as between-session work with one specific instruction: complete Section 2 (capacity and working time) before anythi...

2 Coach leaving corporate employment to build a full-time private practice 🔒

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3 coaching scenarios with introduction language, observation guides, debrief maps, and red flags

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For professional coaches and coaching practitioners

Tool Flow Plus

See what this tool requires and produces in a coaching engagement

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