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
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.
4 Planning Videos
1 Optimized File
+ How to use the planner
+ How to keep accountable
1 Strategic Planning Session
(early bird special)
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! 😂
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!
If you’re a quick
Creator of Cash Flow Planner
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.
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.
The document is a Google Sheet or can be edited in Microsoft Excel.
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.