It’s 9:11 am last Tuesday, and I’m sitting in a villa in Bali with a group of coaches who’ve flown in from across the globe. They didn’t come for any teaching, fancy funnel, or overhyped strategy.
They came for one thing: certainty.
Certainty that they can wake up each day knowing exactly what to do—and what not to do.
Certainty that me and my team are behind the scenes, ensuring an endless stream of high-quality leads and turning them into high-value clients.
Certainty that their business isn’t just surviving but thriving on autopilot.
Today, I will show you exactly how we’ve done this for one coach who is now on track to profit $3.6 million this year.
I’ll break down the five critical steps to this process, the numbers, the strategy, and the systems, so you can see how it’s not just possible—it’s repeatable.
See, most coaches are flying blind when it comes to hitting profit goals.
They’re guessing at strategies, chasing trends, and hoping something sticks.
Not you. With the Profit Calculator, my team and I take all the guesswork out of the equation and turn your profit goal into a clear, actionable daily plan.
Here’s how it works:
We start with your target profit—for this coach, it’s $3.6 million yearly, or $300,000 a month.
From there, we structure every key number in your sales pipeline: how many clients you need, your close rates, average deal value, and even the volume of leads required at the top of your funnel.
But we don’t stop there.
Once we have your pipeline mapped out, we reverse-engineer precisely what your marketing and sales strategy needs to look like to hit those numbers.
From the content you’ll need to create to the ad spend required to the number of calls your sales team needs to handle daily, it’s all broken down into bite-sized, actionable steps.
The result?
A daily action plan you can easily follow.
No overthinking. No “what should I focus on today?”
Just a clear, proven blueprint that you and your team can execute confidently.
This is the system we’ve used to help coaches scale to $500,000+ in monthly revenue, and it’s the same process we’ll use to build your pathway to $3.6M in annual profit.
Because when you have the right numbers, the right strategy, and a plan you can execute daily, success isn’t just possible—it’s inevitable.
Step 1: The North Star Metrics
If you want to hit $3.6 million in annual profit, you need to lock onto the metrics that matter—the ones that act as your North Star.
These critical numbers cut through the noise and keep you focused on what drives success.
Here’s the breakdown:
- Target Monthly Profit: $300,000.
This is the big goal—the money you’re taking home after all expenses. It’s not just revenue; it’s what your putting in your personal bank account. - Profit Margin: 60%.
A healthy margin ensures you’re running a lean, efficient business. Don’t be a fool and get caught up with all the wannabes that only talk revenue. - Monthly Revenue Goal: $500,000.
This is the engine that powers the machine. Your revenue drives profit, and hitting this number means everything else falls into place.
Number of Clients Needed: 100.
At this scale, the math gets simple. With an average client value of $5,000/month, you only need 100 clients to hit your revenue goal. That’s achievable, even in a high-ticket coaching business.
These numbers don’t just give you clarity—they give you direction.
Once you know the targets, everything else becomes about building the systems and strategies to hit them.
Instead of scrambling to “do more,” you can focus on the exact actions that move the needle: generating the correct number of leads, dialing in your conversions, and delivering a world-class experience that keeps clients around.
Step 2: Breaking Down the Numbers
Let’s turn the North Star metrics into actionable steps by breaking down your sales pipeline.
This is where the magic happens—taking your $500,000 monthly revenue goal and reverse-engineering the exact numbers you need at each stage to make it a reality.
1. Leads Required
To land 100 clients, you need to know how many leads your funnel requires.
Let’s assume your sales team has a solid close rate of 60% on closing calls. That means to sign 68 clients, which is the target in this example, you’ll need 28 calls booked monthly.
Now, working backward: if you have a show-up rate of 60% to the first call, you’ll need 97 calls booked per month entering your pipeline.
2. Conversion Rates at Each Stage
To hit these numbers, every step in your pipeline has to work together:
- Calls Booked: We know we only need 97 calls booked per month, and we’re currently only paying $155 per call booked with our ad campaigns.
- Call Booking Rate: From those leads, we have a 60% show up to first calls and a 60% conversion from the first to the second call. We expect these numbers to improve as we dial in the ads and lead nurturing process.
Close Rate: Finally, maintain at least 60% of closing sales during those calls to secure 17 new client sales monthly
This layered approach ensures every stage of your funnel is optimized and pulling its weight.
3. Average Client Value
Your pricing is the lever that makes all of this work. With a $500,000 revenue goal and 100 clients, the math is straightforward: your average client value should be $5,000/month.
To be honest, this coach has a higher than normal monthly client value.
Most coaches we work with have a monthly client value of around $1,000-2,000/mo.
If you’re charging less, no problem—this just means increasing your client count or bundling in upsells to raise the value. Conversely, if you’re charging more, you may need fewer clients to hit the same target.
Don’t forget—client churn is the silent assassin in your business numbers, and we bake it right into the equation.
I’ve said it a thousand times (and I’ll probably say it a thousand more):
“The easiest way to double your business is to halve your churn.”
With this coach, we’re working with a monthly churn of 5%. That means every month, we’re losing 5% of clients, which we factor into both the total client value and the number of new clients we need to sign to keep the momentum going. It’s like filling a leaky bucket—you need to keep adding water faster than it’s dripping out.
Now, to keep this post laser-focused, I won’t dive into the deep, dark art of fixing client churn here (trust me, it’s coming in another post). But for now, just remember: if you’re losing clients faster than your favorite pen at a conference, no amount of lead generation will save you.
By understanding the numbers, you can design a sales pipeline tailored to your business goals.
And the best part?
Once you know these metrics, you can focus on what matters most—consistently filling your funnel, optimizing your conversion rates, and scaling with confidence.
This is the foundation of predictable growth.
Nail these numbers, and you’ll have a blueprint that makes $500,000 months a repeatable reality.
Step 3: Scaling to Success
Scaling isn’t about working harder—it’s about setting up the right systems so your business can grow prediactably.
Here are the three systems we sue to that make it happen:
- Lead Generation: A steady flow of leads is non-negotiable.
We focus primarily on paid ads, but we also ensure we have proven systems to use referrals to leverage happy clients and organic content to build authority and trust. Together, these channels keep your pipeline full and predictable. - Sales Efficiency: Your team needs to convert leads into paying clients reliably. That means clear scripts, systems like CRMs to track every lead, and processes anyone can follow.
- Delivery Excellence: Growth isn’t just about getting new clients; it’s about keeping the ones you have. Nail onboarding, deliver consistent results, and offer upsells to maximize value while turning clients into referral machines.
When these systems are dialed in, your business practically runs itself.
Leads flow in, sales convert, and clients stick around—all without you having to hustle harder. This is how you build a business that supports your life, not the other way around.
Step 4: Why Most Coaches Miss the Mark
Let’s talk about why most coaches fall short of building a wildly profitable business.
It’s not for lack of talent or hard work—in fact, many are grinding themselves into the ground.
The problem is they’re focused on the wrong things. Here are the three most common mistakes that derail their success:
1. Chasing Vanity Metrics Instead of Profitability
Too many coaches get caught up in metrics that look good on paper but don’t actually move the needle.
They celebrate Instagram followers, webinar sign-ups, or even total revenue, while ignoring the most important number: profit.
Here’s the brutal truth: a seven-figure revenue business that’s barely breaking even isn’t a success—it’s a treadmill.
Real freedom comes from profit, and that’s why focusing on a lean, high-margin business model is the game-changer.
If it doesn’t increase your bottom line, it’s just noise.
2. Overcomplicating Instead of Simplifying
I asked all the coaches that we’re sitting with me in this Bali retreat, what’s the number one reason we use the Profit Calculator.
The answer: Diagnosis.
It’s easy to believe that scaling requires complex funnels, dozens of offers, and juggling multiple strategies.
But complexity kills momentum.
We have predictable and reliable growth with our partners because we diagnose the key constraint in the business, install the playbook that solves it, and continue driving our growth flywheel.
Most coaches are working hard and “doing everything right” but do not see their bottom line grow as fast as they want it to month-to-month.
When you focus on solving the key constraint in your business—you cut through the overwhelm and build something scalable.
The goal isn’t to do more; it’s to do less, better.
Why You Can’t Afford These Mistakes
If you’re chasing vanity metrics, overcomplicating your systems, or not working on the one key leverage point that can unlock faster growth, you’re not just slowing down your growth—you’re sabotaging your potential.
The path to a $3.6M profit isn’t about doing more; it’s about doing the right things, consistently and efficiently.
When you strip away the distractions and focus on what drives profit, everything changes.
And that’s where my team and I come in—to help you avoid these pitfalls and build a business that’s not just successful but wildly profitable.
So you can finally be the parent who doesn’t just talk about quality time but actually lives it—taking your kids to their surf lessons, watching them catch their first wave while you’re fully present.
So you can leash up your dog and take a long, peaceful walk without your phone buzzing like a fire alarm.
So you can wake up, sip your coffee, and start your day knowing your business is running smoothly without you needing to jump into Slack to fight yet another fire.
This isn’t just about time—it’s about freedom to live the life you’ve worked so hard to build.
Step 5: The Next Step
The math behind a $3.6M profit coaching business? It’s not rocket science. The roadmap is clear.
But here’s the real question:
Do you honestly have the time (or desire) to figure it all out yourself?
To master every strategy, hire and manage an entire marketing and sales team, write killer copy, build high-converting funnels, and babysit your Ad Manager every day to squeeze out every last dollar?
If you’re anything like the coaches we work with, your answer is a hard “no.”
What you need isn’t more work on your plate—it’s the right partner to handle it all for you, so you can stay in your zone of genius.
Here’s what I’m offering: We’ll sit down with you, reverse-engineer your goals, and create a custom action plan using the same Profit Calculator that’s helping my clients crush it.
Click here to book a free demo call. In 10 minutes, we’ll break down your numbers, map your pipeline, and design a strategy that actually gets results.
Worst case? You see how the system works and go do it yourself.
Best case? You join us risk-free, and we build the system, bring in the leads, and sign the clients for you.So, is 10 minutes worth it to see how your business could explode? Hell yes, it is.