From Burnout to Breakthrough: How a Coach Doubled Her Profit by Filtering Clients
This example mirrors a common challenge faced by coaches and consultants. Sarah, a business coach, had a full client roster—but she was exhausted. Endless one-off, low-ticket sessions were eating up her time and delivering little profit. She needed to stop saying yes to everyone and start focusing on clients who truly moved the needle.
Here’s how we used client filtering and financial insights to reshape her business:
Identify Top Clients
We analyzed Xero’s Income by Contact report to find which clients consistently generated high revenue with minimal admin. It quickly became clear that a small group of clients drove most of her profit.Eliminate Problem Accounts
Using the Receivable Invoice Summary and Aged Receivables reports, we identified clients with overdue invoices and persistent payment issues. These accounts were cut to eliminate stress and wasted time.Focus on High-Margin Services
Through the Profit & Loss Report by Tracking Category, we evaluated which services were most profitable. Sarah shifted her focus away from low-value sessions and toward high-margin, scalable offers.
The Outcome:
Sarah launched a premium coaching program designed specifically for her most profitable client segment. Within a few months:
She eliminated the stress of late-paying, low-value clients
Her profit doubled, even with fewer sessions
She freed up time to grow her business strategically
By combining clear financial insights with intentional client filtering, Sarah went from burnt out to thriving—proving that growth doesn’t come from doing more, but from doing more of what works.
