Revenue & Profitability Operations Toolkit

Track What Matters to Your StoryBrand Guide Business Health and Growth

THE TOOLS YOU NEED TO EFFICIENTLY TRACK AND FORECAST YOUR REVENUE AND PROFITABILITY.
Streamline
Financial Insights

Your bank account isn't the best way to understand the state of your financials. Instead, use an easy revenue/billing forecasting spreadsheet to see cash flow compared to expenses.

Compare In-House to Outsourced

Can you afford to bring on a contractor to a project? Can you afford not to? Ensure your pricing makes sense no matter which option you choose as your business ebbs and flows.

Maximize
Revenue & Profit

Work smarter, not harder! You will make better decisions for your business when you can see profitability by product or service and project your pipeline.

IS THE TOOLKIT FOR ME?
  • Are you tired of not knowing if you're truly making money on every project?
  • Do you struggle to forecast future income and plan for growth?
  • Are you worried you might be underestimating or overestimating your pricing, leading to lost profits?

Quickbooks and Xero can tell you the 

story of your business's financial past.

But how do you know 

what the future holds?

These tools will show you 

forecasted revenue and profitability.

WE'VE BEEN IN YOUR SHOES...

As the business grew, we needed to be able to quickly see how it was doing. 

We needed to measure, track, and visualize to understand our cashflow and to confidently make smart financial decisions, like pricing new client engagements.

In just 6 years, we’ve built Heights from a solopreneur

copywriting company to a team of 6 doing 

$700k+/year with 18%+ profitability year over year. 

We were frustrated with the time it took to price engagements... and still didn't always feel confident the project would be profitable. We needed a visual snapshot of how much we had sold and if we were on track for our annual goals. Without a clear picture, we always felt like we were feeling our way through the dark. So we developed two powerful tools to solve some of our biggest financial headaches.

MEET THE TEAM BEHIND THE TOOLS

DOMINIQUE GLANVILLE

As the CEO of Heights Strategic Marketing, Dominique has grown from a solopreneur to a team of six in just a few years. Heights has operated with a revenue of over $700k and over 18+% profitability year over year.


Dominique is regularly inspired by the Guide community and is excited about opportunities to give back. She knows the tools and systems that have helped her business grow can help others, as well.

KATIE GOLDBERG

As the Director of Marketing Operations and Data Analytics at Heights Strategic Marketing, Katie provides oversight for all the systems and processes - including the financial pieces.


Katie enjoys helping to get new ventures off the ground. She is known for questioning the status quo, in an effort to bring about fresh results. A well-designed spreadsheet brings her joy.

Don’t get lost in the numbers: Paint a clear picture of your business trajectory.
Our Revenue & Profitability Operations Toolkit equips you with essential tools for:

  • profit tracking
  • product and service price modeling
  • revenue forecasting

Introducing the Revenue & Profitability Operations Toolkit
A STRATEGIC PARTNER
FOR YOUR BUSINESS GROWTH

YOUR TOOLKIT INCLUDES 2 CUSTOMIZABLE TEMPLATES

1 // REVENUE & BILLING FORECAST

Forecast revenue you will bill each month based on contracts signed. See how it compares to expenses, which months will be slower, and when to ramp up sales.

Format: Google Sheets

2 // MODEL PROJECT PROFITABILITY

Confidently mock-up profitability for the work you're proposing. How much should you charge? What if you're doing it in-house? Should it change if you're outsourcing? We've got you.

Format: Google Sheets

PLUS... explanatory videos so you understand the nuances of the documents and how to actually use them as templates!

Say goodbye to guesswork and hello to financial clarity – get started today!

No more second-guessing your pricing or leaving money on the table. Each feature is designed to provide a simplified financial picture, from customizable templates to intuitive data visualization.

INVESTMENT
Revenue & Profitability Operations Toolkit

>> Gain clarity on your financial performance and make informed business decisions


>> Track and forecast revenue to support sustainable business growth


>> Customize tools to fit your unique business metrics and goals


>> Enjoy peace of mind knowing you aren't forgetting to bill anything.

Package Includes:

2 Unique Customizable Templates (don't start from scratch, take out the guesswork)
   >> Work Capacity Menu
   >> Product Gantt Chart

Explanatory Videos (to get you off to the races right away!)

One-Time Payment: $300
or... 3 Monthly Payments of $100
Complete Your Purchase
Your guide to running your business with confidence is just a few clicks away!
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- I affirm that I am purchasing this for use with my own clients.

- I will not share this with other Guides or re-package and resell as a template.


I also understand that this is a digital product, which means...

- This is non-refundable.

- There is no trial period. If I'm on the fence about buying it, I'll reach out to the Heights team.
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Take the guesswork out of your business finances.
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