Tools
Run your own numbers.
Four calculators and four templates. Most coaching businesses we audit cannot state their churn, their capacity per person or their fulfillment cost as a share of revenue. Ten minutes here and you can.
Calculators
The maths behind the back end.
Each card shows one worked example so you know what the calculator returns before you open it.
What a point of monthly churn is worth in client lifetime and revenue. Lifetime in months is one divided by monthly churn.
How many clients one coach and one client success manager can carry at your program's touchpoint cadence. Hours available divided by hours each client costs per week.
Coaches, client success managers, platforms and support, as a share of revenue and per active client. Most coaching businesses do not know this number.
Enter your clients, price and success rate, then switch on upsells, resells, downsells and instant upsells. It shows what your back end is leaving on the table each year, from clients you already paid to win.
Open the full calculatorTemplates
What we hand a client's team.
Four playbooks written to be copied: change the program name and the numbers, then use them. Each card lists what is inside.
- Ten responsibilities, from onboarding inside 24 hours of purchase to keeping the client dashboard accurate.
- Seven KPIs, starting with 90 percent of new clients attending two calls and completing module one in the first 30 days.
- Sourced pay: about $1,100 a month offshore to $59,500 to $99,000 a year in the US, plus a one-exercise screen.
- A day-by-day plan from day 0 to day 30, with an owner for every row and what each step prevents.
- Check-ins at days 7, 14 and 30, a named contact who is not the founder, one concrete win inside seven days.
- The five places onboarding usually breaks, and what to do with a client who goes quiet in week one.
- Five parts: review the results, name what is still open, show the next phase, make one offer with a date, handle the answer.
- 20 to 30 minutes, led by the client success manager, booked four to six weeks before the program ends.
- An objection table: what the client says, what it usually means, what to do. Price is answered with a term or a downsell, never a discount.
- Seven signals with weights that sum to 100: attendance, check-in replies, milestone pace, activity, community, payment, confidence.
- Green 70 and above, amber 40 to 69, red below 40, each band with a written action and a deadline.
- The weekly routine, and the five ways health scores go wrong, starting with scoring without acting.
