No forecasting system
Many business owners run their company by simply checking their current bank balance. They have no way to predict if they will have enough cash in 30, 60, or 90 days, leading to panic decisions and accidental cash crunches.
Requires some comfort with spreadsheets or numbers, but offers massive income potential. Businesses will pay high retainers to someone who can help them predict the future and avoid running out of cash.
Analysis based on market demand, income potential, and implementation difficulty.
Barrier to entry
Revenue potential
Market volume
Market Motivation
The psychology of the buyer
Because flying blind creates massive anxiety.
Without a forecast, an owner doesn't know if they can afford to hire, buy inventory, or pay themselves. They pay for the ability to sleep at night knowing exactly what their bank account will look like three months from now.
Three Ways to Monetize
Proven entry points for this market.
13-Week Cash Flow Projector
A simple, color-coded spreadsheet where owners plug in their expected income and bills to see their future cash balance.
Gives instant clarity without needing complex accounting software.
The Financial Clarity Toolkit
A suite of templates for revenue projection, expense tracking, and 'best-case vs. worst-case' scenario planning.
Positions you as a financial authority and provides high-leverage value.
Fractional CFO & Forecasting
A monthly service where you update their forecasts, review their burn rate, and tell them exactly how much they can safely spend.
Highly sticky retainer service; once they have this clarity, they never want to lose it.
Execution Plan
Sell peace of mind with a spreadsheet
Create a 'Runway Calculator' that tells a business exactly how long they survive if sales stop today. Sell it for $37. Use it to identify business owners who are terrified of their numbers, then upsell a $497 'Financial Cleanup' session to set up a proper system for them.
Offer Angles
Hooks and copy ideas to test in your marketing.
"Stop driving your business with your eyes closed"
"How to know exactly how much cash you'll have in 90 days"
"The 'Sleep Well' spreadsheet: eliminate cash flow anxiety forever"
"Why checking your bank balance is the worst way to manage money"
"Stop guessing if you can afford to hire that new employee"
"Turn your financial chaos into a predictable roadmap"
Ready-to-Sell Assets
White-label solutions from our library.
