I finally feel like I have the business side figured out for my coaching program. Occam added expenses I'd forgotten and helped me re-build my marketing plan. Having a plan and timeline I understand gave me the confidence to start after years of waiting.
On the financial model side of things I'm in a great spot, so I've been focusing on operations and landing a client. I used the last few weeks to meet with industry people to validate some of my assumptions, and it looks like everything is full go-ahead.
Just went through and got my Freedom Number. Love the design and ease of everything. It makes it super easy to understand and takes a ton of stress off to have it all in front of you like that, rather than having it all in spreadsheets.
I got hit with a way bigger tax bill than I expected, and my finances were spread across QuickBooks and Google Sheets. And I never knew what to focus on — cost savings? A new product? Double down on something? So I just took work as it came. Playbook broke down my taxes, and ranking everything by cash flow cleared up where I should spend my time.
I had a spreadsheet of expenses but no real plan. I was trying to figure out how to monetize, whether to seek funding, how to grow — all at once. I went from a list of costs in Google Sheets to interactive cash forecasting - game changer!