🧠 Coaching Tools
- Part 1: Rate Foundation, Session Package & Group Program
- Part 2: Retainer, Program Dev, Corporate, Revenue Mix & Digital Product — You are here
Tab 4 — Retainer Scope Builder #
Prices ongoing retainer engagements by building the scope as a list of monthly service rows. Each row is a deliverable or recurring service commitment — coaching calls, async support, content reviews, accountability check-ins. Set the quantity and rate for each row. The calculator outputs a monthly floor price and annual retainer value. Choose the retainer period — Monthly, Quarterly, or Annual — and the pricing model (Fixed Package, Per Session, Monthly Retainer, Quarterly Retainer, Annual Retainer, or Day Rate). Annual retainers typically command a modest discount against the monthly-equivalent price; the calculator shows both so you can decide what to offer.
Tab 5 — Program Dev Cost #
Calculates the cost per seat of developing a coaching program before pricing it. Enter your total development investment — your time, contractor costs, platform fees, curriculum design — and the number of seats in the program cohort. The calculator outputs total investment and cost per seat. This is the number that sets your minimum viable price: if your cost per seat is $200 and you sell a 12-week program for $500, you have $300 per participant to cover delivery and profit. If cost per seat is higher than your intended price, adjust cohort size or reduce development scope before launching.
Tab 6 — Corporate Workshop Pricer #
Builds a corporate engagement fee from a list of workshop rows. Each row takes an engagement type — Half-Day Workshop, Full-Day Workshop, Multi-Day Training, Keynote / Speaking, or Corporate Retainer — plus your fee for that engagement. Add as many rows as the engagement requires (for example, a two-day training might have two full-day rows plus a keynote row). The calculator outputs total fee and travel total separately — keeping travel as a separate line item is standard in corporate engagements so the client can see and approve travel costs independently.
Tab 7 — Revenue Mix Planner #
Visualizes how your income is distributed across revenue streams. Add each stream in your coaching practice — one-on-one coaching, group programs, corporate work, digital products, speaking — with the monthly revenue you’re earning or targeting from each. The planner shows the percentage breakdown so you can see which streams are driving income and where concentration risk exists. A practice that gets 90% of revenue from one client type is fragile; this view makes that visible. Use it to set intentional targets for diversifying into higher-leverage income streams like group programs or digital products.
Tab 8 — Digital Product Pricing #
Prices digital products — courses, guides, templates, memberships, and bundles — by working from your development cost to a suggested price and break-even unit count. Pick the product type (Online Course, E-Guide / Workbook, Template Pack, Membership, or Bundle) and the pricing model (One-Time Purchase, Monthly Subscription, Annual Subscription, or Payment Plan). Enter your development cost and target margin. The calculator outputs a suggested price and the number of units you need to sell to break even on development. The break-even number is the critical planning figure: if you need 500 sales to break even and your email list is 200 people, the math doesn’t work at launch — either reduce development cost, raise price, or grow the audience first.
