Evolve with Excellence

Do you know where your finances are taking you
and how you’ll get there?

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
them from action to accomplished!

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!

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…

Plan your revenue roadmap with the Cash Flow Planner

Here’s how we’ll get started.

Build your revenue and income through your products, services, and pricing.
Capture your subscriptions, business overheads, cost of goods to project your income.
Build your launch timelines, content plan, and promotions.
Record your actual results to measure your forecast.

What’s included?

+ How to use the planner
+ How to keep accountable

What our 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!  😂

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!

Copywriter + Content Strategist
CEO of The Quirky Pineapple Studio

Ready to achieve your numbers
(and get excited about them)?

Start planning your revenue, expenses, income and
content with the Cash Flow Planner!

Frequently Asked Questions

After working with so many CEOs, many have expressed their inability to control their cash flow. This was born from that need and challenge. As this planner was tried, tested and built for CEOs like you, I’m confident it will help set your direction and achievements.

You’ll get the workbook in an .XLS format to be used in Google Sheets or Microsoft Excel (this document does not work with Numbers).
Due to the nature of this purchase, it is non-refundable. You receive immediate access to the templates. By choosing to purchase this template, you understand and agree that your purchase is non-refundable.
These templates (workbooks, kits, boards, planners, etc.) are intended for personal business use only.
  • Use the templates in your own business
  • Assign them to your virtual assistant or team members to complete on your business projects
  • Resell these templates in any format to your customers, clients, vendors or members as these are not PLRs.
  • Give these templates away for free.
If you have questions about these terms of use, please contact our team and ask.

© Copyrights 2018. All Rights Reserved. LoopLinc.com. All the content on this website is meant for information purposes only.

Evolve with Excellence

Meet Theresa

Founder of Loop Link Coachsulting | Edmonton Business Systems Coach | Systems Consultant | Director of Operations
Edmonton PDP Managing Director