Bill-through margin, hours returned by finished pre-work, break-even client count and your year-one position after setup — using your numbers, not ours.
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The honest one. At a $25 bill-through and a $99 subscription, four clients cover it. Everything after that is margin, and it scales with your practice rather than against it.
Bill-through less subscription. Coaches who include the planner in program pricing rather than itemising it tend to see zero resistance — the deliverable is visible, which is more than most line items can say.
Finished pre-work is worth sixty to ninety minutes per planning session for most coaches. Halve your estimate if you want to be conservative; the case usually still holds.
One client staying one extra quarter typically exceeds every other number here. We left it out because we cannot honestly model it for your practice — but it is the reason most coaches buy.
Eighteen clients and a $25 bill-through are the middle of what coaches describe to us; seventy-five minutes saved per session is the conservative end of what they report after switching from documents. Change all of them — they are only there so the tool is not empty when it loads.
No. That is the point of the pricing model: $99 a month whether you run four clients or four hundred.
Set the bill-through to zero and the case rests on time returned and retention. Plenty of coaches run it that way and treat the planner as a differentiator rather than a line item.
What it actually costs, plainly.
How coaches package it.
Score the process before you price the fix.
Fifteen minutes with the real thing is the only way to know.
White-label quarterly planning software for business coaches. Your methodology, your brand, your clients — as software they will actually finish.
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