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Calm Revenue Roadmap

Calm Revenue Roadmap

The Calm Revenue Roadmap is a strategic service designed to help business owners refine their service offerings and pricing strategies for sustainable, profitable growth.

Whether you're looking to streamline your services, optimize pricing, or align your business more closely with your values, this roadmap provides the clarity and actionable steps you need.

It's ideal for those who want to intentionally design a business that thrives without sacrificing calm and balance.

Start Your Revenue Roadmap

WHAT'S INCLUDED

  • Comprehensive financial health assessment
  • Financial data quality review
  • Annual financial planning (cash flow, sales benchmarks, etc.)
  • Issue-specific action plan
  • Two weeks of post-intensive async implementation support

How It Works

  • Alignment Review: We start by clarifying your vision—defining your ideal workload, client profile, and overall business aspirations.
  • Offer Analysis: We’ll evaluate your current services to identify which ones are the most profitable and align best with your goals.
  • Financial Health Review: A thorough review of your finances to establish a strong foundation for pricing and planning.
  • MVP Service Mix Design: Together, we'll create a tailored mix of services that align with your strengths and meet market demands.
  • Profitable Pricing Strategy: Develop pricing strategies that ensure profitability while delivering real value to your clients.
  • Real-World Testing: Implement and test the new service offerings and pricing strategies to gather feedback and refine your approach.
  • Data-Driven Revisions: Use the collected data to adjust and perfect your business strategy.
  • Annual Sales & Financial Plan: We’ll create a comprehensive plan that includes cash flow, sales benchmarks, and capacity planning.
  • Transition Plan: Map out a step-by-step plan to transition your business smoothly to its new model.
  • Efficient Service Delivery: Design and implement streamlined processes to deliver your services effectively and efficiently.

Revenue Roadmap

$7,500

Start Your Revenue Roadmap
Not ready to dive in just yet? Let’s chat to see if this service is right for you.
Book a Good Fit Call

Get More Help with Our Bookkeeping Add-On

This service can be seamlessly added to any of our ongoing support plans, such as Strategic Advisory or Fractional CFO/COO services.

Add-On: Bookkeeping that you can rely on

Our Bookkeeping Add-On is designed to ensure that your financial data is always accurate and up-to-date.

Learn More
"This has been an AMAZING experience. I am so freaking thankful that I found Susan and had her do this. I feel completely empowered over my numbers for the first time in years, despite my obsession with Excel sheets and tracking numbers."
Pia Silva
No BS Business / Worstofall Design
"I feel so much smarter and better-prepared to lead my team into the next year equipped with the framework Susan set up for me.
Thank you thank you!"
Tamara Kemper
The Process Mavens
"I love how Susan just casually throws out an incredibly magical and efficient all-around perfect solution like it's nothin'"
Rachel Jordan
Teach FX
"Susan makes your life easier. Working with her is like working with a dream. She always seems to figure out how to do extremely complicated things with ease. If you have a chance to work with her DO IT. She is an absolute delight and your business will never be the same."
margo Aaron
That Seems Important / Brainstorm Road
"Now I feel crystal clear about where money is coming from, when, and why. I finally have a grip on this money thing. It's not only no longer scary — it's actually fun. Susan is the best in the biz — and for good reason. Dive first into this adventure, and watch the way you see your money transform. You'll be glad you did."
Hillary Weiss
Creative Director
"Susan offers data and solutions up the way they should be - so black and white, just really clean information, straight to the point, it's not candy-coated."
Chris Strompolos
Fanology Social

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