client tracking spreadsheet

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Magic Money Spreadsheet (and real client example)

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 [...]

By | 2017-02-23T12:26:25+00:00 June 1st, 2016|Resources|0 Comments