Today I’d like to share a very simple yet powerful resource with you that I use with my VIP clients. It’s a weekly tracking spreadsheet. We call it the Money Magic sheet, and I am including a copy below with actual numbers on it that one of my magnificent clients tracked in July. Used with her permission, of course.
There are 4 different numbers to track each week: total hours worked, intro calls, new clients, and weekly income.
We track the total hours worked, as there is a tendency for entrepreneurs to work more hours than we realize. It’s okay to consciously work extra hours in certain weeks when we are really on a roll. We just want to know what those hours are, so we can make sure to tend to our self-care.
We track intro calls (or enrollment conversations), as these are the closest to bringing in income, which makes our coaching a business, not a hobby. This particular client has committed to having at least 5 enrollment conversations per week, and as you can see, she achieved her goal.
New clients are tracked, as they are a cause for celebration.
And income is tracked, as it is a cause for celebration, too. Remember, whatever we focus on will expand, so for these last 2 categories, it’s great to focus on these numbers.
I’m very proud of my client, who had a 5-figure month in July!
I hope you enjoy this resource. It’s super easy to put into practice in your own coaching business.
I have attached an excel spreadsheet template to this email with the columns at the top for your convenience in getting started. You can click here to access.