Clarity On Financial Goals

Unlock Your Earning Potential: Master Your Financials

Here is what I know….. most people HATE doing this exercise…but you know what…..I heard thing once and I think it helps motivate

A hobby is defined as something that you like to do and you put money into….

A business is defined as something that you like to do and it brings you money.

SO – what is it that you want to accomplish, why are you here? If it is to run a PROFITABLE business then you must do this exercise…..make it like the bandaid analogy…do it quickly and let’s move on, it will give you so much clarity!

Ultimately this will be your launchpad to higher earnings and strategic pricing.

Why This Matters:
• Gain crystal-clear insight into your financial landscape
• Set the stage for attracting premium clients
• Develop a rock-solid foundation for pricing your services

What You’ll Explore:
• Average Price Point: Discover your true value
• Client Numbers: Determine your ideal workload
• Profit Margins: Maximize your earnings
• Conversion Rates: Optimize your sales process
• Profit Formula: Craft your unique recipe for success
• 5-Year Goals: Chart your path to long-term prosperity
• Key Performance Indicators (KPIs): Track what truly matters

Your Action Step:
Complete this exercise and submit it. It’s your first stride towards a more profitable, purposeful business.

Remember, this exercise isn’t about perfection—it’s about progress. Every insight gained is a step towards greater financial success.

Ready to transform your financial future? Let’s dive in and unlock your true earning potential!

Homework

  • Use this LINK to the GOALS WORKBOOK TEMPLATE 
  • Make a copy
  • Rename it (change to Company name instead of MASTER)
  • Add it to our shared drive
  • Follow the training and do the homework accordingly
  • Submit your assignment by sharing your workbook with me (File > Email > Email this File) to ciao@zohefelici.com