Juggling a long list of clients, yet overworked and underpaid

Share This Post

Stop Pricing on Hope – Lock in Your Profit

This fictional case reflects a pattern we’ve seen often with coaches and consultants who are overbooked—but under-earning. Sarah, a dedicated business coach, was juggling too many clients and still feeling financially stuck. Her rates were based on competitor pricing, not her true value. The result? Burnout without the income to match.


Here’s how we helped her shift from hustle to profitability:

  1. Know Your True Value
    We used Xero’s Business Snapshot and Profit Margin reports to uncover how much profit each coaching session actually generated. The data revealed that many sessions were underpriced—and helped set clear income goals.

  2. Set Strategic Pricing Guardrails
    With the help of our Margin vs. Markup Calculator, we redesigned Sarah’s pricing model to ensure every session delivered profit—not just broke even.

  3. Focus on High-Value Clients
    By analyzing her customer data in Xero, we identified clients who provided strong margins with less admin drag. Sarah restructured her client base to serve more of these ideal clients.

  4. Review and Adjust Regularly
    Sarah started reviewing her pricing and profit reports quarterly. Using Xero’s Profit & Loss Report, she kept her rates aligned with market shifts and business growth targets.


The Outcome:

Within months, Sarah raised her rates by 30%, reduced her client load, and doubled her profit. She worked less, earned more, and finally felt in control of her coaching business.

More To Explore ...

Stop Pricing on Hope – Lock in Your Profit

This fictional case reflects a pattern we’ve seen often with coaches and consultants who are overbooked—but under-earning. Sarah, a dedicated business coach, was juggling too many clients and still feeling financially stuck. Her rates were based on competitor pricing, not her true value. The result? Burnout without the income to match.


Here’s how we helped her shift from hustle to profitability:

  1. Know Your True Value
    We used Xero’s Business Snapshot and Profit Margin reports to uncover how much profit each coaching session actually generated. The data revealed that many sessions were underpriced—and helped set clear income goals.

  2. Set Strategic Pricing Guardrails
    With the help of our Margin vs. Markup Calculator, we redesigned Sarah’s pricing model to ensure every session delivered profit—not just broke even.

  3. Focus on High-Value Clients
    By analyzing her customer data in Xero, we identified clients who provided strong margins with less admin drag. Sarah restructured her client base to serve more of these ideal clients.

  4. Review and Adjust Regularly
    Sarah started reviewing her pricing and profit reports quarterly. Using Xero’s Profit & Loss Report, she kept her rates aligned with market shifts and business growth targets.


The Outcome:

Within months, Sarah raised her rates by 30%, reduced her client load, and doubled her profit. She worked less, earned more, and finally felt in control of her coaching business.