Ep. 55: Annual Planning - Plan your offers according to your financial plans.

Jan 1

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Let's talk about everyone's favorite dinner party topic: money. Because who doesn't love navigating the awkward terrain of financial discussions, right? Money makes the world go round, or at least it makes us feel like we're not drowning in chaos.

So, picture this: you're an entrepreneur dealing with those weeks where your calendar is busier than a cat on a laser pointer frenzy, followed by months where your bank account resembles a barren desert. Join me today as I spill the tea on my annual planning strategy and explain how I map out my revenue and offers for the oh-so-promising 2024. And hey, I may not be a money genius, but I did learn a thing or two from my fabulous business coach, Pia Silva.

Pia, the maestro behind the no-BS agency program, is my go-to guru (and business coach). Brace yourself as I unwrap her annual planning strategy, and we dive into the nitty-gritty. Expect laughs, aha moments, and maybe a sprinkle of sarcasm.

First stop on this rollercoaster: look at your money. Yep, those bank statements you've been avoiding. Categorize expenses into 'good,' 'better,' and 'best'—you know, for those unnecessary but utterly delightful splurges. Oh, and don't forget to add a 33% tax cushion. We don't want any surprise visits from Uncle Sam, do we?

Now, onto your offers. How much time are you spending on your core offer? Break out the time tracking tool and start tracking the actual time you spend on your projects. This will give you a more accurate view of how much your offers cost to produce and how many you can sell in a month. You only have so much time, right?

But hold up, let's make it simple. I'm gonna do some math magic for you. We’re going to look at a scenario I’ve seen a lot. If you're a work-from-home mom wanting a cool $100K annually while working just one day a week, I've got the formula. Spoiler: it involves a VIP day priced at $2083. You're welcome.

Now, the real trick is getting those clients. Ever wondered how many connections, fit calls, and workshops you need? I've got the conversion rates and strategies to make those leads rain. If it seems unrealistic, it’s time to introduce you to one to many outreach strategies. It's all about webinars, workshops, and a podcast guest referral network.

And because I'm feeling generous, here's your homework: face the financial music. Categorize those expenses, add that 33%, and plan out your offers. Then, click on the link in the show notes to join my tiny marketing community (below), where I dish out weekly video advice and answer all your burning questions in the AMA channel. Yes, it's the closest thing to having a virtual coffee date with me.

So, here's to New Year's Eve and an epic 2024. Happy planning, money mavens! 🎉💸