Profit Lever Optimizer

Monthly revenue ($)

A typical month is fine — don't average your best one.

Profit margin, roughly (%, optional)

Your best guess works. If you ran the Profit Margin Check in Step 1, use that number.

Active clients (optional)

Anyone you've billed in the last 90 days.

Gut check: doubling your profit feels like a… Not sure Pricing problem Efficiency problem Client retention problem Too-much-low-margin-work problem

Go with your instinct — the report will tell you whether the numbers agree.

When did you last raise your prices? Under 6 months ago 6–12 months ago 1–2 years ago 2+ years ago Never

An across-the-board raise — bumping one client's rate doesn't count.

How did you set your current rates? Calculated from costs + target margin Matched what competitors charge Gut feel Grandfathered — haven't revisited in years

Most owners answer "matched competitors" — and that's usually where the money is hiding.

How often do you lose work on price? Often Sometimes Rarely

"Rarely" isn't a badge of honor — it's often a sign you're underpriced.

Anything else about your pricing? (optional)

Whatever you'd tell a coach — "haven't touched retainer rates since 2022" is exactly the kind of thing.

Do you have documented procedures (SOPs) for delivery? Yes — documented Partially No — it's in my head

The test: could a new hire run a job from your docs alone? If not, pick "Partially."

Your hours per week on work someone cheaper could do (0 if none)

Scheduling, invoicing, chasing paperwork — the hours a $25/hr hire could take off your plate.

Your most time-consuming service to deliver? (optional)

The one that eats the most hours for every dollar it brings in.

Share of revenue from repeat clients (%, optional)

Rough is fine — is it closer to 10% or 60%?

Any recurring revenue — retainers, subscriptions, maintenance plans? No Yes

Money that arrives on a schedule, without a new sale every time.

A service clients need repeatedly but don't know to ask for? (optional)

Think annual re-tests, maintenance checks, seasonal service — things they only remember when something breaks.

Work that's always more effort than it's worth? (optional)

The jobs you sigh at when they come in — name them.

Across your last 10 jobs, how consistent were the margins? No idea Wide swings Fairly consistent

If you've never compared job margins, "No idea" is the honest answer — and a finding in itself.

Your name

Your email

Your report appears right here on this page, ready to download as a PDF. I only keep your name and email, never your numbers. How I handle your numbers.