Get clear on what your revenue roadmap looks like
and how you're going to reach your goals
Tired of not knowing where and how your next client will come?
Time to stop wondering where your next clients and sales are coming from.
Plan your revenue goals and launches in bite-sized chunks, so you can take
Introducing the Cash Flow Planner
Get accountability to stay on track with your budget, forecast
to reach your income goals, and manage your expenses,
so you can step towards your quarterly milestones!
Even if you have a marketing plan in place, break it down into bite-size chunks. Too many business owners have a vision but are lost when it comes to the next steps they need to take in order to get the clients, make intentional sales, connections and strategies to reach their revenue goals.
Forecasting and budgeting have never been easier.
Stop cringing every time you think about your financials!
The Cash Flow Planner will help guide you to…
- 1Plan your annual revenue (and income!) goals
that feels good and achievable - 2Build your quarterly content strategy
that’s mapped to your income goals - 3Complete the loop in your financials
so you’re prepared to grow and scale your business
Plan your revenue roadmap with the
Cash Flow Planner
Here’s how we’ll get started.
Secure Payment
What's Included?
4 Planning Videos
1 Optimized File
+ How to use the planner
+ How to keep accountable
1 Strategic Planning Session
(early bird special)
What clients have said
omg @Tee, we need your tracking system, I was just telling Marie that there’s probably a better way than “let’s look at our Google calendar and see what happened to us last month” This is why you’re SO needed for copywriters! 😂
Jessi
Copywriter + Messaging Strategist
CEO of North Star Messaging & Strategy
Cash Flow Planner has helped me immensely with my money goals! Before using it, I had broad and general ideas for hitting my monthly income with no real direction on how I’d do it. After implementing Cash Flow Planner, my knowledge and understanding of my numbers has helped me hit my biggest month yet, and helps me set clear income and revenue goals and how to reach them month after month!
Cassandra
Copywriter + Content Strategist
CEO of The Quirky Pineapple Studio
If you’re a quick
Ellen
Business Strategist
Founder of One Less Thing Management
Theresa Baretta
Creator of Cash Flow Planner
About the Author
Theresa Baretta is a Online Business Integrator, Operations Efficiency Specialist and Systems Coachsultant for agency owners who are tired of their chaotic operations that is impacting their bottom line, and want to shift to owning a business that runs effortlessly and efficiently without them.
Drawing on her 15+ years of experience in systems and workflows, she works with her clients in a hybrid form between coaching and consulting to walk them through developing well-fitted systems, process-driven workflow and targeted team growth.
You'll find her always saying yes to a nice cup of coffee or tea, spending time with her family and geeking out on designing websites.
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Frequently Asked Questions
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