beta 2.0 version; released October 2022
a fierce little bundle of reusable digital worksheets for pricing decisions,
time management woes & financial strategy support.
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A Digital Tool for Evidence-Proven & Value-Based Pricing Decisions—This worksheet bundle is for client-based business owners who value their time and want to make smarter money choices. Consider this your rinse-and-repeat strategy sandbox and financial planning sidekick! Includes 3 auto-calculated digital worksheets, 2 bonus strategy sandboxes, and 1 private coaching session.
A Digital Tool for Evidence-Proven & Value-Based Pricing Decisions—This worksheet bundle is for client-based business owners who value their time and want to make smarter money choices. Consider this your rinse-and-repeat strategy sandbox and financial planning sidekick! Includes 3 auto-calculated digital worksheets, 2 bonus strategy sandboxes, and 1 private coaching session.
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This was like financial sunscreen for my business. I feel like I can finally take a *real* vacation with my family now!
artistic rendering of our first beta tester
a burnt-out business owner (but not anymore!)
Client-based financial stuff can make it tricky to find your business bravery.
Get the budget & pricing number work done *for* you!
I created this Client Calculator for my own clients because I believe it's possible for business bravery to feel easy.
Got questions? Send an email here.
Each purchase includes:
3 AUTO-CALCULATED DIGITAL WORKSHEETS
These worksheets auto-calculate:
- billable hours
- desired income
- optimal number of clients
- ideal hourly rate
It does this within a holistic context of your desired work-life balance, budget, business expenses, and your business' current overhead capacity. Plus, there's enough flexibility to see what you should charge if you ever want to take a 6-month long vacation!
What's inside these calculator worksheets? Read the FAQ's here...
3 BONUS SANDBOX STRATEGY WORKSHEETS
These sandbox worksheets use auto-calculated numbers from the previous worksheets to forecast your income or loss under a variety of (imaginary? ideal? worst case?) scenarios like:
- multi-pricing client combos
- tiered membership pricing
- bundled product pricing
This way, you'll know where your business might be headed and know which way to tweak your numbers without tweaking your back later. (Phew! What a relief!)
What's inside these strategy worksheets? Read the FAQs here...
1 PRIVATE CONSULTING SESSION
Sit down with me via Google Meet to discuss your findings or ask sticky client-pricing questions. This is a limited "beta version" offer and it's a great opportunity to seek advice around things like:
- financial red flags
- easy-to-do marketing ideas
-
business model check-up
Note: During your session, I'll ask about your overall Client Calculator experience, so that I can improve it for others in the future.
What's possible in a 1:1 consulting session? Read the FAQs here...
I loved this Client Calculator and especially our 1-on-1! It was all so encouraging. You supported my personal history and unconventional entrepreneurial visions with practical business know-how and authentic affirmation. Plus, I ended my session not feeling alone or strange for *not* wanting to be a millionaire. The whole experience was validating and totally affirmed my desire to do things differently than the rest of the business world. You are dope, and more people need to encounter a trauma-informed business consultant like you! I look forward to working with you in the future!
The Client Calculator *Also* Includes:
- Instant Downloads: Each reusable worksheet is delivered to your inbox via an auto-magic download link. The files are accessible via Google Sheets. (Optimal app for your coaching session. After that, Microsoft Excel is fine to use too.)
- 1 Year of Updates: As the Client Calculator improves, your purchase grants access to any new versions with updates for a year. You'll have lifetime access to whichever version you download, pending our copyright, terms & conditions, of course.
- Guided Videos: Each worksheet has a corresponding video overview, narrated by Emily Ann Peterson.
- Embedded Instructions: Step-by-step directions will do the navigation for you, so it can do all the calculations for you. Your answers appear in light blue cells.
The worksheets do all the math work, so you get to kickback and enjoy your business!
A NOTE FOR TRAUMA SURVIVORS:
Access to cold, hard facts is especially important for survivors of trauma.
Sometimes our trauma-filtered decisions can have less-than-ideal consequences. Here's how that goes down:
During a trauma survivor's triggered moments, the "Trauma Tadpole" brain—the amygdala—plays emergency warning sirens, but if "Memory Mona"—the hippocampus—gets overwhelmed by those sirens or stuck on a loop, then she starts presenting incorrect information or confusing messages to our "Notorious RBG"—the neocortex—who is responsible for making logical decisions with whatever information is available.
Empirically-proven information makes it easier for a trauma survivor to avoid building a trauma-triggered, impulsively-constructed business and instead make confident, grounded decisions based on facts.
Reliable information creates a confident, holistic, and value-based business.
- How many clients do I really need right now?
- Does my hourly rate make room for all of my expenses?
- Is it safe to predict my annual income using patterns from previous clients?
- What should I charge my clients?
- Are my prices sustainable?
- How valuable is my time?
- Should I begin building "scalable" products or stick with hourly client work?
- Should I hire an assistant?
- Are my prices contributing to my stress, burnout, and frequency of triggers?
- How much time do I actually have available to meet with clients each week/month?
- Can I afford to invest time building a new product or offering right now?
- Should I say yes or no to this new opportunity?
- How many new clients should I aim for each month?
- Which product or service should I promote?
- Are my prices undercutting my abilities, sales, or income?
- How many new clients will my schedule allow?
- Will my business finances allow me to take a vacation?
- When is it time to increase my prices?
- When should I adjust my business model?
Do your business numbers feel overwhelming?
When entrepreneurs feel like they're frozen or floundering it's often the honesty of cold, hard facts that act as a massive life-saver and clarifier.
For many business owners, spotting financial red flags in the big picture can draw the line between perpetual crisis or perpetual profit.
I created this Client Calculator to help my own clients because they deserve to feel like feats of bravery are as easy and automatic as possible. Maybe you or someone you know wants that feeling too?
This Client Calculator can keep a watchful eye on the horizon, so you can focus on confidently reaching your goals.
How does it this work? What's involved?
There are 3 steps to harnessing the numbers in these worksheets:
- After purchasing your client calculator (and agreeing to the legal stuff like the consulting agreement), you'll receive an email with your login info and a link to access your course material and digital download.
- Your personal copy of the client calculator is accessible via Excel or Google Sheets. To get started, navigate to the first worksheet and then...
- Fill in any dark blue cells. The worksheet will auto-calculate to populate your results in the light blue cells.
What's inside the 3 Calculator Worksheets?
Worksheet 1: Time Available -- Start here to ensure all pieces of your calendar, available working hours, operating hours, and billable client hours are included in your pricing calculations. This worksheet also includes conditional formatting which will warn if required working hours conflict with your ideal working hours and vacation weeks.
Worksheet 2: Desired Income -- Use your personal and business expenses, financial goals to easily calculate your desired income, day rate, and hourly rate—all auto-calculated! Also includes an automated budget for personal income, business income, estimated tax percentage, profit margins, savings, and expenses.
Worksheet 3: Optimal Client/Price Range -- This worksheet auto-calculates the ideal price-per-hourly-client, given the previous worksheet information, this way you'll know without a shadow of a doubt if your price can reach your annual income goals. Use the attached sandbox matrix to experiment with various pricing for a required number of clients and vice versa.
What's inside the 3 Strategy Sandbox Worksheets?
Strategy Sandbox 1: Multi-Pricing for Client Combinations (e.g., 60-min/30-min or weekly/bi-weekly) This worksheet will identify the ideal combination of those two client capacities given the time available in your calendar. Use this like a sandbox, explore with different pricing options. This will prevent over-working for underpaid results.
Strategy Sandbox 2: Tiered Membership Pricing (e.g., for memberships, subscriptions, etc.) This spreadsheet uses your past client preferences to discover the percentage of your clients willing to purchase at various membership levels. It also uses data from previous worksheets to predict a your income or loss for that membership product, so you'll know exactly where your business is headed!
Strategy Sandbox 2: Bundled Product Pricing (e.g., for selling bundles of the same product) This spreadsheet uses past client preferences to discover the percentage of your clients willing to purchase bundles or packages. You'll be able to poke around with the effect of raising your rates, promoting certain bundles over others, and more.
Psst! Got more questions? Send an email here.
Peterson Resilience Consulting supports financial accessibility and autonomy for all of our customers and clients. Many offerings, like this one, have either tiered or sliding scale pricing options.
If you have financial needs or your budget feels a little tight, we ask that you pick your price while considering your finances and ours (below) with honesty, integrity, and the following overlapping factors:
economic sustainability
racial privilege
relative earning potential
access to personal financial support (family, spouse, network, credit score)