reVenue + retention

Are you at a point where you’re looking to scale your business and work more on it rather than in it? Revenue + Retention, a 6-week intensive program, is designed to help you achieve that goal.

Megan Betterman Consulting_4-week intensive

Session 1

We’ll work together to determine where you are today: the current state of your business and the systems in place, your vision for your life and business, barriers standing in your way, money mindset and your current self-care and spiritual practices.

Session 2

In session 2, we’ll determine your key strategies for expanding your client base and retaining your existing clients. We will also discuss the Profit First methodology and set it up together to uncover more financial freedom. We’ll start identifying how to incorporate new systems or refining your existing ones. And we’ll take time to begin nurturing a self-care practice.

Session 3

In our final session, I will share a custom business dashboard for you to track current and future business health along with a Trello template (free project management software) for managing your business daily. We’ll also begin implementing your client strategies and solidifying your self-care/spiritual practices.

Note: prior to sprint 1, there is pre-work for you to complete so we can spend our time focusing on the path forward rather than filling me in on all the details.


REVENUE + RETENTION

What’s included?

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  • 90 minute consulting session every 2 weeks (3 sessions total)

  • Structured approach to each session (see above for details)

  • Phone and email support throughout the six weeks

  • Custom business dashboard to track financial health and Trello template to manage daily tasks

  • Recap after each session including notes, resources, and the strategies we’ve chosen to implement for your business

Note: I limit the number of clients I work with to ensure I can give you the focus you need to thrive in your business.

The people who are most attracted to working together are motivated, action-focused, committed and heart-centered.


This type of program may be for you if this describes you:

  • You’ve had your business for several years and need an outside resource to help you get it on track.

  • You started your business to help others and didn’t realize the marketing, financial and administrative work would be so time consuming and overwhelming.

  • You yearn to have enough clients to cover your expenses and pay yourself or you may have too many 1:1 clients and are feeling burned out.

  • Hiring team members is a constant struggle to find the right fit for the long-term.

  • There is little time for learning and growth because all time is devoted to your business.

  • You constantly feel stressed, are not taking care of yourself and know your lack of self-care is bound to catch up with you soon.

  • You’re nervous about how others rely on you now for their income and you don’t want to let them down.

  • You fear having to close down your business and take a 9-5 job.

This program may not be for you if:

  • You’ve recently started your business (I am at my best when optimizing a business).

  • You’re not ready to take action on the items we identify in our session.

  • You need more of a checkup than an intensive coaching experience. Take a peek at my Business Checkup option.

  • You have a negative vibe. Positivity is crucial in business and life.

Clients may start with the 6-Week Intensive and then work with me on an hourly basis as needed.

Schedule a complimentary call to learn more + start the program