Revenue Relationship Kit

Know your number. Know your people. Follow up on time.

Most business owners meet great people and have offers worth buying, but the numbers live in one place, the contacts in another, and the follow-up in their head. The Revenue & Relationships Kit™ puts it all in one connected workbook. You’ll see what to sell, how many sales it takes to hit your goal, who you’ve met, what they’ve bought, and who to call next.

What’s inside:

• The Revenue & Relationships Workbook (Google Sheets + Excel): 20 connected tabs. Set your goal, pick your Lead Offer, test your prices, and plan 30 days of selling. Then log every event, connection and purchase. Type your offers once and everything else fills in.

• Two dashboards: Revenue (goal vs. actual, top seller, profit, hours) and People (best events, follow-ups due, client lifetime value).

• Start Here Guide: your first 30 minutes, your first two weeks, and a map of every tab.

• Revenue How-To Guide: a step-by-step walk-through with a worked example.

• Relationships Quick-Start Guide: events, connections, purchases and client value.

• 37-Day Action Workbook (printable): seven days to set up, thirty days to sell.

• AI Prompt Pack: 14 copy-and-paste prompts for posts, DMs, emails and pricing.

• Connections to Clients printable: a pen-and-paper tracker for events, church and coffee meetings.

It’s for you if:

• You sell through relationships: events, church, community, referrals.

• You have offers but aren’t sure which to push, or how many sales it takes.

• You meet great people and lose track of the follow-up.

• You want to know what each client is worth and what to offer them next.

How you get it: Instant digital download. Open the Start Here guide, make your copy of the Google Sheet (or open the Excel file), and you’re working in 30 minutes.