The Coaching Revenue Goal Planner

Stop guessing what you need to charge. Start knowing exactly how many clients it takes.

The Google Sheets calculator that turns your revenue goal into a clear, calm number so you can stop panicking about money and start signing clients with confidence.

One-time payment. Instant download.

Google Sheets · No subscription, ever

Sound Familiar?

You set a revenue goal. Then you had absolutely no idea how to get there.

So you either pick a number and hope for the best. Or you endlessly google 'how much should coaches charge' and leave more confused than you started. Or you keep your prices low because the maths feels too overwhelming to figure out — and then wonder why you're burnt out.

This isn't a confidence problem. It's a clarity problem.

And this planner fixes it in about 10 minutes.

The Moment That Changes Everything

Most coaches think they need hundreds of clients. They don't.

Fill in three numbers: your revenue goal, your package price, and your package length. The calculator shows you the real number. And it's almost always smaller than you think.

Here's what $100k looks like at $3,000 per package:

•      34 total clients needed this year —> not 100, not 50. Thirty-four.

•      3 new clients to sign every single month. That's it.

•      12 new clients per quarter — less than one per week.

•      $8,333 flowing in every month once you're at goal.

"You only need 3 new clients a month. That's less than one discovery call a week. You've completely got this."

The Difference It Makes

What changes when you actually know your number.

Without the Revenue Planner:

✗    You set a revenue goal and immediately feel overwhelmed

✗    You don't know if your package price actually makes sense

✗    Discovery calls feel desperate because you're not sure you're on track

✗    You undercharge because you can't see what different prices really mean

✗    You end the year not knowing if you hit your goal, or why you didn't

✗    Revenue feels random, not planned

With the Revenue Planner:

✓    You know exactly how many clients you need, no more mystery

✓    You can see in seconds what raising your price by $500 actually means

✓    Discovery calls feel calm because you know your numbers cold

✓    You price with intention, because the math tells you what to charge

✓    You track monthly and know instantly if you're on pace

✓    Revenue feels planned, intentional, and completely achievable

What's Inside

4 tabs. Everything you need to know your number.

Built in Google Sheets. No subscriptions, no learning curve. Fill in your numbers and the answers appear instantly.

ℹ️  Tab 1 — Start Here: A warm, friendly intro to the whole workbook. Explains exactly what to fill in, what each number means, and how to use the results in real life.

✨  Tab 2 — Client Calculator: Enter your goal, your price, and your package length. Instantly see how many clients you need total, per month, and per quarter. The What-If table lets you compare 8 different price points side by side. The Blended Model section handles mixed offers. And a personalized pep talk updates based on your actual numbers.

🗓️  Tab 3 — Annual Revenue Planner: Map out every income stream —> 1:1 coaching, group programs, digital products, speaking, retreats, anything. Assign each a status: Confirmed, Planned, Dreaming, or Paused. Watch the total build and compare it to your goal in real time, with a live surplus/shortfall banner at the top.

📊  Tab 4 — Dream Dashboard: Three big KPI numbers. A monthly tracker for logging actuals. A variance row so you always know if you're ahead or behind. A year-to-date summary. And a conditional message that shifts as your numbers grow from gentle encouragement to full-on celebration when you hit your goal.

The goal you set in the Client Calculator flows automatically through every single tab. Set it once and everything stays in sync.

The What-If Table

What happens when you raise your price?

One of the most powerful things this planner does is show you, visually and in a table, how many fewer clients you need when you charge more. Here's a preview based on a $100k goal:

$500/package  →  200 clients needed  ·  17 new per month

$1,000/package  →  100 clients needed  ·  9 new per month

$2,000/package  →  50 clients needed  ·  5 new per month

$3,000/package  →  34 clients needed  ·  3 new per month

$5,000/package  →  20 clients needed  ·  2 new per month

$10,000/package  →  10 clients needed  ·  1 new per month

All prices are editable in the workbook. Enter any number and watch the table update instantly.

Is This For Me?

This is for you if…

•      You have a revenue goal but zero idea how to actually hit it

•      You're not sure if your current pricing even makes sense

•      You want to stop guessing and start knowing your numbers cold

•      You've been coaching for a while, but revenue still feels random

•      You're about to launch and want to plan your income before you open the doors

•      You want to see exactly what happens when you raise your package price

•      You're done picking income goals out of thin air and hoping for the best

What You'll Get

$22    One-time payment. Instant download.

✓    Complete 4-tab Google Sheets workbook

✓    Start Here tab:  friendly walkthrough so you're up in minutes

✓    Client Calculator: enter 3 numbers, get your answer instantly

✓    What-If table:  8 price points compared side by side

✓    Blended Model: mix any combination of offers and packages

✓  Personalized pep talk  updates based on your actual numbers

✓    Annual Revenue Planner : map every income stream with status tracking

✓    Dream Dashboard: monthly tracker, variance row & YTD summary

✓    Goal set once: flows automatically through every tab

Instant download. Works in Google Sheets. No subscription. Ever.

Questions

Quick answers.

Do I need Excel?

No, it works beautifully in your Google Drive. The formulas, dropdowns, and color coding all work nicely.

I'm not great with spreadsheets. Will I be able to use this?

Yes, the white cells are where you type. Everything else calculates automatically. 

I only have one type of package. Is this still useful?

Absolutely! The Client Calculator is designed exactly for this. Enter your one package price and length, and you get everything you need. The other sections are there if you want to explore different scenarios, but you don't have to use them.

What if my goal changes mid-year?

Just update the goal cell, and every formula across all four tabs recalculates instantly. The whole workbook is built around one source of truth, so you never have to update the same number twice.

What's the difference between this and the Coaching Business Dashboard?

They're companion tools. The Revenue Planner is all about income planning, knowing your numbers, setting your prices, and mapping your revenue strategy for the year. The Coaching Business Dashboard is about managing your actual clients day to day. Many coaches use both. (have a peek in the shop to check out the dashboard)

What's your refund policy?

Because this is a digital download, all sales are final, no exceptions. If you have any issues accessing or opening your file, reach out, and I'll help sort it immediately.

Stop guessing. Stop hoping. Start knowing exactly what it takes and go get it.

You set the goal. Now let's get you the number to make it real.

Know your number. Sign your clients.