Q3 Money Review in 30 Minutes
Your revenue by offer, no-show cost, who is underpriced. Never the client’s portfolio.
This is your book. Not their investments, not their portfolio, not what they should buy. Thirty minutes: price vs what you actually collected, payments that failed, tech you paid for and didn’t use. Open the client brief list, not a tax novel. A case study is not revenue.
The Four Columns
| Offer | Collected | No-show cost | Underpriced? |
|---|---|---|---|
| 90-day A | $ | slots × fee | yes / no |
| Group | $ | empty seats | yes / no |
Then a raise list: names, not vibes. If an offer can’t fill a column, kill it in Q4.
How to Stop at 30
Timer. Four columns. Raise list. Close the sheet. No new tool tonight.
Where Coaches Break
- Opening their clients’ money stories. That’s not your review.
- Rebuilding the stack because Q3 felt tight. Pricing is the lever.
The 3-Minute Action
Make the four-column table. Fill last quarter from the payment export. Circle one underpriced offer.