June 2019 Income Report

I create these income reports so you can see inside my business and what scaling an online business looks like. I know running a business can be terrifying at times, it’s a scary thrilling adventure where we aren’t getting a lot of guidance. These income reports are meant to help you navigate entrepreneurship as you grow alongside of me!

I host a free class, netflix style, over how to create consistent income without adding more to your schedule at profitplanner.co/free. Take your income to the next level with me! Click here to get access.

MILESTONE #1 – I Officially Moved

You have been watching me manifest and work toward moving out of the town I used to live in and it’s official – I am in Texas. Talk about the dragon fly story. Talk about how I found out dragon fly was my sign (skin care company, kayaking and sat on arm)

MILESTONE #2 – It’s Selfish to Be Selfless

Experiencing boundaries internally and externally. A lot of you have mentioned as you up level yourself as an entrepreneur and work on self development, you find that you are hanging out with your negative Nancy friends less and this is what I have learned. I have learned to set boundaries on those that are negative the most because as I grow, I have to be very careful who I am spending my time around and what kind of energy I am letting into my life. This month, I came to the realization that I’m having to set boundaries with myself, not just with other people.

MILESTONE #3 – Took Three Weeks Off and Lost Momentum

I took a lot of time off with the start of this summer to be very present with my family before I moved and to be present with the move since I had been waiting for this so long. But with me taking time off, I did find myself losing momentum which wasn’t necessarily bad, but it was different. I found myself inspired to organize my routines, read, watch butterflies outside and not really need to be near a computer and go with the flow. I told myself it was okay. It was weird not WANTING to work. I usually catch myself wanting to at least work 2 hours a day, but I didn’t. I experienced that new feeling and tried to be flexible as things came up. What always gets my momentum back is going live and talking to you guys on Instagram. It motivates me and picks me right back up, because being with my favorite people always cheers me up!

MILESTONE #4 – Team Changes and Deep Cleaning

I believe I announced this on the last income report but I’m not sure. Hannah is no longer with us because she didn’t want to move to salary. While we made that transition, we are now in a deep cleaning phase for the next two weeks. Content audits, product experience audits, workbook changes, detail central! Which you guys know me, I’m not big into details. Thankfully my team is! But we are focusing on deep cleaning. I’ll walk you through the process of this. I took all my post-it notes from post-it profit system and made an intense list of every single thing needed to be working properly or cleaned up. It was a really intense audit and a massive list. When I say massive, I’m talking about 20 pieces of copy paper I had written everything off of. I had this crazy goal for us to get it all done in two weeks which was a massive disaster because “What the heck, Haley! You can’t do all of that in 2 weeks.” Throughout this process, I’m learning how to be a better leader. I have to realize that not everyone can work at the same speed as I normally would. I have to learn how to slow down so my team can be thorough without feeling overwhelmed. We are always in open communication and I am VERY thankful for having a team that does speak up and they aren’t just “yes” men and women.

INCOME – $63,282

Recurring Profit$29,050
The Scalability Lounge$30,444
Calls$950
Affiliate$2,838

MAJOR EXPENSES THIS MONTH

TEAM MEMBERS
Podcast/Financial Manager

IMPORTANT SOFTWARES
Kajabi
Dubsado

TRAVEL
Texas

OTHER
Moving

May 2019 Income Report

I create these income reports so you can see inside my business and what scaling an online business looks like. I know running a business can be terrifying at times, it’s a scary thrilling adventure where we aren’t getting a lot of guidance. These income reports are meant to help you navigate entrepreneurship as you grow alongside of me!

I host a free class, netflix style, over how to create consistent income without adding more to your schedule at profitplanner.co/free. Take your income to the next level with me! Click here to get access.

MILESTONE #1

I learned to trust myself. I had an entrepreneur mid life crisis, decided I couldn’t trust my intuition so paid someone a lot of money to help me when in reality they just echoed what was already in my head and I should have just trusted my gut. It’s time when I start overthinking and I begin to start self sabotaging. For instance – During this time I paused my company’s growth for weeks and I was on the phone with my friend telling her, “yeah, I paused my entire company” and she laughed because she thought I was joking then she realized I wasn’t and said, “Haley! You realize how crazy that is right?” Hahaha. Point is > trust yourself. Make decisions quick. Listen to yourself. Don’t overthink.

MILESTONE #2

I went away for a week and only worked 30 minutes. Usually this gives me anxiety, not because I feel like I have to work constantly to get results but because sometimes I still find myself using work to hide from life to be honest. But this trip was a beach trip with my family and I had the BEST time.

MILESTONE #3

“The opposite of play is not work – it’s depression” Brene Brown listened to her entire book and WOW I cried, laughed, and emotionally felt every word. I’m re-listening to it next week because it was so good! But this really hit home for me. I have found myself being way too serious about things which has been causing anxiety and I need to loosen up and have fun! So, when I was on vacation, I did weird, childish things and chose to not care what anyone thought.

MILESTONE #4

We are moving to Fort Worth in a few weeks. Guys, I manifest this. When I quit my job, I visualized a house in Dallas. I went to Dallas for a business weekend vacation trip with my friend, Jordan Gill, and took a picture of a house I wanted in her neighborhood and looked at it once a week. I didn’t enjoy being in a small town.

INCOME – $66,332

Profit Planner Lounge$26,738
Recurring Profit$38,644
Calls$950

MAJOR EXPENSES THIS MONTH

TEAM MEMBERS
Podcast/Financial Manager

IMPORTANT SOFTWARES
Kajabi
Dubsado

TRAVEL
Los Angeles

OTHER
Office Rent

April 2019 Income Report

Featured Video Play Icon

I create these income reports so you can see inside my business and what scaling an online business looks like. I know running a business can be terrifying at times, it’s a scary thrilling adventure where we aren’t getting a lot of guidance. These income reports are meant to help you navigate entrepreneurship as you grow alongside of me!

I host a free class, netflix style, over how to create consistent income without adding more to your schedule at profitplanner.co/free. Take your income to the next level with me! Click here to get access.

MILESTONE #1

Clarity on My Vision
I was asking a huge eye opening question this month and have been working to determine how I’m going to impact the world. Currently I want to change the way people work where they create the type of business that allows them to work when they want to, not because they have to. That’s still not the root of my vision but I hope to gain even more clarity soon.

MILESTONE #2

Traveling and Health
I was in California four times in three week period, on and off  between March and April. It was exhilarating, but it was exhausting. I fell back into old patterns when I came back and have been working on “How can you have a healthy lifestyle and travel?” ever since.

MILESTONE #3

Brand Change
We are changing the name of the Profit Planner Lounge! Why? We’ve determined it’s not a scalable brand and we are working on that. We want to really niche down on the productivity arena because that’s what we do. I got to stop fighting it.

MILESTONE #4

Launch Recurring Profit
We launched our second product this month and it was awesome. It was a very behind the scenes launch and a very different launch than what I’ve usually done but it was very important to me that the people that were in here, we’re really committed. This new product is going to teach what an evergreen funnel can do and I’m really excited to share this with people.

INCOME – $65,242

Profit Planner Lounge$32,901.00
Consulting$2,197.00
Affiliate Income$300.00
Recurring Profit$29,844.00

MAJOR EXPENSES THIS MONTH

TEAM MEMBERS
Growth Manager
Project Manager

IMPORTANT SOFTWARES
Kajabi
Dubsado

TRAVEL
Trip To Irvine, California
Trip to Los Angeles, California

OTHER
Office Rent

March 2019 Income Report

Featured Video Play Icon

I create these income reports so you can see inside my business and what scaling an online business looks like. I know running a business can be terrifying at times, it’s a scary thrilling adventure where we aren’t getting a lot of guidance. These income reports are meant to help you navigate entrepreneurship as you grow alongside of me!

I host a free class, netflix style, over how to create consistent income without adding more to your schedule at profitplanner.co/free. Take your income to the next level with me! Click here to get access.

MILESTONE #1

Recurring Profit
We are opening the doors to our first really high level program THIS MONTH and I am so freaking excited. We are opening these doors because our Profit Planner Lounge members are ambitious! They wanted more, they wanted to know how we ran a team, how we ran our back-end and how we were scaling our business without requiring me to be the person selling all the time. So it covers the exact system you need to create scale-able, recurring profit using time team and creating total control.
If you’re making at least making $3,000 a month and you’re wanting to sell your online course or membership site, you can apply to join Recurring Profit at www.scalabilitylounge.com/apply

MILESTONE #2

Streamlined Team
I left for two weeks this month and when I came back not only were things were running okay, but I came back and my team had solutions! While being gone I could keep track of the pulse of our business using our business dashboard that we created inside Airtable (yes I’m giving templates for this in Recurring Profit) and tell our project manager, okay, based on this number, this is what I see, this is how we can pivot and this is what we need to do. And they were done! I was and am so thankful!

MILESTONE #3

Scarcity VS. Abundance Mindset
Spent the month discussing the Cost Per Acquisition as we scale our Facebook Ads and the difference between where I was operating, with a clearance-rack mentality where getting a deal is a good thing and where I am shifting to, profit stacking. Boy that was a scary one but sticking to the clearance rack was really limiting my ability to scale and take risks.
Also my travels influenced a look inwards on the difference between a negative vs positive mind set and the struggle of wanting to do it all, all the time. But being overwhelmed is better than being underwhelmed and I am working on telling myself gratitude affirmations each day.

MILESTONE #4

Investing
When you think you know everything that’s the business plateau talking. Invest in your mind, invest in yourself and trust that you will make that investment back. As you get bigger, the investments get bigger if you want to keep growing.

INCOME – $32,051

Profit Planner Lounge$22,270.00
Affiliate Income$698.00
Passive Profit $9,083.00
Consulting$0.00

MAJOR EXPENSES THIS MONTH

TEAM MEMBERS
Growth Manager
Project Manager

IMPORTANT SOFTWARES
Kajabi
Dubsado
Acuity Scheduling
Easy Webinar
Airtable

TRAVEL
Trip To San Diego
Trip to Redondo Beach

OTHER
Office Rent

February 2019 Income Report

Featured Video Play Icon

I create these income reports so you can see inside my business and what scaling an online business looks like. I know running a business can be terrifying at times, it’s a scary thrilling adventure where we aren’t getting a lot of guidance. These income reports are meant to help you navigate entrepreneurship as you grow alongside of me!

I host a free class, netflix style, over how to create consistent income without adding more to your schedule at profitplanner.co/free. Take your income to the next level with me! Click here to get access.


MILESTONE #1

The phrase that gets me through everything “oh well” I have become bffs with this phrase. In business, things go wrong. All the time! There are always little and big fires to put out. Instead of pretending like they don’t happen or expecting that they won’t – I just respond with “oh well, what’s the solution?” to EVERYTHING. Seriously. Every single thing. For instance, this month we realized PayPal was having problems and we lost over $4,000 to a rebilling incident. Instead of freaking out which I definitely wanted to do I talked myself down and said “oh well, what’s the solution?

The solution ended up being Hannah doing the research on why this was happening and talking to the companies to fix this. What else can we do? We can’t rewind time and reverse this from happening. It already happened. So to respond with emotions and actions that put fuel on a fire are anything but helpful – as a CEO I do my best to respond to everything with a solution oriented mindset. Am I the best at this? Noooo. But I do try every day! It’s something I’m constantly working on and my team are as well.

MILESTONE #2

My Next Big Thing. Around 15-20% of our Profit Planner Lounge members are already making 6 figures in their business and so I have been asked to create a higher level training around creating recurring profit – which means how to sell on a scalable level, how to manage the day to day of a team while making sure you get an ROI on their time to making sure they are in the right position plus the mindset piece of the puzzle. So I’m working on our new program that will be called Recurring Profit which will be opening up to beta testers in a month or two. If you want to apply then you can go to profitplanner.co/apply and the first round of business owners that go through this will get a lot more personal attention since they will be helping me shape the program! I’m so excited to create this and I know it’s what my audience wants and NEEDS.

MILESTONE #3

I’m organizing my business on the back end a bit differently. So as most of you know our goal is to get to $130,000/mo by September so in order to get there in the easiest way possible where no one has to work over 5-6 hours a day I decided to restructure a bit. So in my mind this is how I organized it all just so you can see how I think! I split up my business into 5 different pillars in my mind. Each sales source is a pillar and the last pillar is our day to day. So let me explain each pillar! Each pillar has number projections. Our day to day pillar includes a spreadsheet of every day to day project category that has to be completed to keep the business running smoothly – attached to each category is a time. We track how long it takes to complete all day to day tasks every week. This isn’t a number we try to improve – I don’t want to rush my team. This is just a number I need to know so I don’t add too much to my teams plate and know how to outsource correctly to contractors or put the correct project on the right team members plate. Now for the other 4 pillars – these are our sales sources. These sources are what will bring in the $130,000/mo revenue. So let me just dive into each sales source! Each sales source has it’s own spreadsheet with pulse meters which I explain inside the Profit Planner Lounge when you profit plan – if you want to know what I’m talking about then get your booty in my free class profitplanner.co/grow so you can learn about the 3-part profit plan system and join the lounge at the end. Ok, so the first sales source is our pinterest funnel. The traffic sources for our pinterest funnel are pinterest ads and pinterest management. We make projections for our funnel on how many leads and sales we want each week of the month all the way to September. I put a team member in charge of this funnel and how to hit the goal and they are in charge of reporting every Monday on these numbers. Our second sales source pillar is our organic funnel so in this spreadsheet we track the funnel stats and all traffic sources to the funnel so our podcast, our newsletter, press, free facebook group, instagram, etc. is all in there. I also put someone in charge of this sales source and in charge of making sure we hit our number projections every single week. Our third sales source is our facebook ad funnel which our facebook ads manager is in charge of hitting our numbers. Then our fourth sales source is our partner program which is where we create custom strategies for entrepreneurs who want to share the Profit Planner Lounge with their audience. This gives them a recurring commission so basically… they get a paycheck every month from us. Our partners love this because it provides a lot of stability in their business and they can increase their paycheck by adding more members which our product is an easy sell! And of course, someone on our team is in charge of our partner program and making sure we hit those numbers.

I hope me breaking all of this down was helpful! I know it is a LOT but I definitely recommend keeping your business organized this way.

INCOME – $28,836

Profit Planner Lounge$16,467.00
Events$0.00
Passive Profit $10,925.00
Consulting$1,444.00

MAJOR EXPENSES THIS MONTH

TEAM MEMBERS
Growth Manager
Project Manager

IMPORTANT SOFTWARES
Kajabi  (30-day free trial)
Dubsado  (50% off with code “profitplanner”)
Acuity Scheduling
Easy Webinar

TRAVEL
No Travel This Month

OTHER
Office Rent

January 2019 Income Report

Featured Video Play Icon

I create these income reports so you can see inside my business and what scaling an online business looks like. I know running a business can be terrifying at times, it’s a scary thrilling adventure where we aren’t getting a lot of guidance. These income reports are meant to help you navigate entrepreneurship as you grow alongside of me!

I host a free class, netflix style, over how to create consistent income without adding more to your schedule at profitplanner.co/free. Take your income to the next level with me! Click here to get access.


MILESTONE #1

We didn’t increase our revenue as I would have liked this month, mainly because we are having to rebuild from the disaster of Q4 in 2018. We hired a new project manager who helped us streamline the way we work so we are more of a team than separated people working on different projects! This process was MASSIVE and shifted the way we approached our days. Slowing down was necessary but if you know me or have listened to these episodes, it gives me anxiety to plateau once again. But it is worth it to make sure all of our new members onboard in a streamlined way and don’t have many issues!

MILESTONE #2

Aside from the building stones we had been placing to make our business foundation stronger, I had some MASSIVE breakthroughs with my nutrionist this month around emotional eating. I’m feeling more in control of what I eat now and food isn’t controlling me near as much. This eating problem has impact my business in negative ways so IT FEELS SO GOOD to see progress in this area of my life!

MILESTONE #3

We cut our team in half – switched positions around and it feels SOOO good I must say. It was necessary to grow. I’m excited about the team I have and we are moving to make my team members salary soon which makes me so happy because I couldn’t ask to work with better woman who love my customers and my business. I am extremely blessed with my team – they inspire me, keep me motivated and push hard right along with me while still keeping their lives balanced.

INCOME – $25,398

Profit Planner Lounge$14,305
Events$420
Passive Profit $11,230
Consulting$900

MAJOR EXPENSES THIS MONTH

TEAM MEMBERS
Growth Manager
Project Manager

IMPORTANT SOFTWARES
Kajabi  (30-day free trial)
Dubsado  (50% off with code “profitplanner”)
Acuity Scheduling
Easy Webinar

TRAVEL
No Travel This Month

OTHER
Office Rent

December 2018 Income Report

Featured Video Play Icon

I create these income reports so you can see inside my business and what scaling an online business looks like. I know running a business can be terrifying at times, it’s a scary thrilling adventure where we aren’t getting a lot of guidance. These income reports are meant to help you navigate entrepreneurship as you grow alongside of me!

I host a free class, netflix style, over how to create consistent income without adding more to your schedule at profitplanner.co/free. Take your income to the next level with me! Click here to get access.

MILESTONE #1

We were close to cutting half our team this month and it is best if you listen to this episode because I explain it in way better detail! There was strategy behind it at first but afterward I realized it was a necessity otherwise our business would have been close to tanking. I didn’t want to become a reality TV show. 😉

MILESTONE #2

I realized that I had not sorted through everything in my subconscious. I was making decisions in my business based off of stories I told myself from childhood – as in “I’m dumb” because I wasn’t the smartest in my family (my mom dad and brother are insanely book smart!) annnd that led to me hiring the wrong people for a position that I probably didn’t even need to have.

MILESTONE #3

I spent my entire Christmas break fixing the tech issue we had with PPL and IT WAS FIXED!!!!! I was happy dancing for a week afterward!!

INCOME – $25,489

Profit Planner Lounge$15,480
Profit Planner Retreat$4,960
Passive Profit $12,625
Consulting$1,444
Misc. $1365.29

MAJOR EXPENSES THIS MONTH

TEAM MEMBERS
Growth Manager
Project Manager
Designer
Bookkeeper
FB Ads Manager
Pinterest Ads Manager

IMPORTANT SOFTWARES
Kajabi (30-day free trial)
Dubsado (50% off with code “profitplanner”)
Acuity Scheduling
Easy Webinar

TRAVEL
Austin – Mastermind Retreat

OTHER
Office Rent

November 2018 Income Report

I create these income reports so you can see inside my business and what scaling an online business looks like. I know running a business can be terrifying at times, it’s a scary thrilling adventure where we aren’t getting a lot of guidance. These income reports are meant to help you navigate entrepreneurship as you grow alongside of me!

I host a free class, netflix style, over how to create consistent income without adding more to your schedule at profitplanner.co/free. Take your income to the next level with me! Click here to get access.

MILESTONE #1

This was the month of my first event, the Profit Planner Retreat. This event ended up feeding my soul WAY more than I believed it would – when I hosted this event I was in the middle of dealing with binge eating and depression pretty badly. And I had women who told me how profit planning when they actually executed it legit changed their entire lives and it made me think… I need to step it up for these women. Living in a tiny town it is easy to get wrapped up in my own thoughts since I spend so much time alone. So thank you for being a part of this community, thanks for encouraging me to be a better version of myself every day.

The event went SO WELL!! Legit – nothing wrong happened. I expected something to go wrong and NOTHING did. I had an amazing event planner who is now on my team and meeting profit planners in person was such an incredible experience.

MILESTONE #2

We are having longer meetings and I don’t care. I’m sick of listening to business rules. We used to have short meetings because “you are supposed to” but right now, it’s better to have longer meetings and make sure everyone feels heard, seen and appreciated.

MILESTONE #3

I’m thinking a lot more about company culture right now and joined a program to help me create an even better one and morph it into what I actually want the culture to be. I’m excited to keep you updated on how this turns out 🙂

INCOME – $35,874

Profit Planner Lounge$15,480
Profit Planner Retreat$4,960
Passive Profit $12,625
Consulting$1,444
Misc. $1365.29

MAJOR EXPENSES THIS MONTH

TEAM MEMBERS
Growth Manager
Project Manager
Designer
Bookkeeper
FB Ads Manager
Pinterest Ads Manager

IMPORTANT SOFTWARES
Kajabi (30-day free trial)
Dubsado (50% off with code “profitplanner”)
Acuity Scheduling
Easy Webinar

TRAVEL
Nashville Trip
Event expenses (there were lots haha)

OTHER
Office Rent

October 2018 Income Report

How I Made $34,168 in October 2018 | Profit Planner
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I host a free class, netflix style, over how to create consistent income without adding more to your schedule at profitplanner.co/free. Take your income to the next level with me! Click here to get access.

I create these transparent income reports so you can see inside my business and what scaling an online business looks like. A huge milestone this month was moving into my new office! Moving into this new building is an extra expense, but it is helping my sanity. Don’t forget to ask yourself what you need in order to be your happiest and most productive! Another milestone was hiring our new LOCAL team member! The perspective she brings to the table is so refreshing and amazing.

Ok, let’s dive into this month’s income report!

Links

Process.St

INCOME – $34,168

Profit Planner Lounge$20,764
Profit Planner Retreat$3,415
Passive Profit $7,150
Consulting$1,949
Misc. $890.54

EXPENSES – $18,961

Team
Advertising
Marketing Expenses
Education and Business Development
Affiliate Payouts
Office Supplies
Travel
Merchant Fees
Other Expenses

TOTAL PROFIT – $15,207

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September 2018 Income Report

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I host a free class, netflix style, over how to create consistent income using the 5-figure framework at profitplanner.co/grow. Take your income to the next level with me! Click here to get access.

 

I create these transparent income reports so you can see inside my business and what scaling an online business looks like.

(Spoiler alert: this month was a bit rocky).

All businesses face challenges, and mine did this past month. This is how we tackled those challenges and were still able to see growth over the previous month.

INCOME – $36,281

Profit Planner Lounge$22,291
Profit Planner Retreat$5,019
Passive Profit $7,125
Affiliate $1,206
Consulting$640

MAJOR EXPENSES

Marketing Expenses$1,127
Advertising$185
Education and Business Development$2,780
Affiliate Payouts$585
Travel$1,248
Merchant Fees$625
Office Supplies$1,162
Other Expenses$1,162

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