Now enrolling · Spring cohort
The Money Study
The guided program for business owners ready to know their numbers and plan for profit.
Founding price ends January 19.
✦ KNOW YOUR NUMBERS ✦ PROFIT ON PURPOSE ✦ A P&L YOU UNDERSTAND ✦ CASH FLOW CLARITY ✦ PLAN THE YEAR ✦ KNOW YOUR NUMBERS ✦ PROFIT ON PURPOSE ✦ A P&L YOU UNDERSTAND ✦ CASH FLOW CLARITY ✦ PLAN THE YEAR ✦ KNOW YOUR NUMBERS ✦ PROFIT ON PURPOSE ✦ A P&L YOU UNDERSTAND ✦ CASH FLOW CLARITY ✦ PLAN THE YEAR
Sound familiar?
You want a business thatactually profitsbut right now…
i. Money comes in, and you're not sure where it goes.
ii. You only open your P&L at tax time.
iii. Your goals come from gut feeling, not the math.
Watch this first
Why more revenueWon't fix it
▶
Your video sales letter goes here
From guessingTo knowing
Before
Making decisions off your bank balance
Paying yourself whatever's left
Surprise tax bills every spring
Revenue goals pulled out of thin air
After
A P&L you read every month
A real salary, paid on schedule
Taxes set aside before they're due
A 12-month plan built on your numbers
What you get insideThe Money Study
i.
Read your numbers
Your P&L, line by line, in plain English. You'll finally know what the numbers are telling you.
5 lessons
The three numbers that matter
Reading a P&L without the panic
Revenue vs. profit vs. cash
Setting up your books in an hour
Your first monthly snapshot
ii.
Find the profit
Where the money leaks, and how to keep more of what you already make.
5 lessons
Your expense audit
Pricing for real margin
Paying yourself first
Cutting costs without shrinking
The profit percentage that fits you
iii.
Plan the year
A revenue goal and budget that actually add up, built on your real numbers.
5 lessons
A revenue goal that adds up
Your 12-month budget
Planning for slow seasons
Taxes, without the surprise
Hiring and big purchases
iv.
Keep the rhythm
A simple monthly money review that keeps you on track all year.
5 lessons
The monthly money review
Quarterly check-ins
Spotting the warning signs early
Working with your accountant
Your year-end review
✦ 12 weeks ✦ Monthly live numbers reviews ✦ Spreadsheet templates ✦ Private community
Finally, aResponsible betyou can make
“
I found $2,400 a month in subscriptions I didn't need.
[Name], [what they do]
“
I pay myself a real salary now, on the same day every month.
[Name], [what they do]
“
For the first time, my goals are based on actual math.
[Name], [what they do]
Your guide
Hi, I'mMargot
I spent fifteen years as a CFO before I started working with small business owners. The Money Study is the process I use with private clients: read the numbers, find the profit, and plan the year around it.
15 years as a CFO ✦ 300+ businesses ✦ As seen in [publication]
Founding student pricing · ends January 19
JoinThe Money Study
Pay in full
$497
$697 Founding price
What's included
4 modules · 20 video lessons
P&L and cash flow spreadsheet templates
12-month planning workbook
Monthly live numbers reviews
Private community
Lifetime access and updates
+ both bonuses
Payment plan
3 × $179
Three monthly payments
What's included
4 modules · 20 video lessons
P&L and cash flow spreadsheet templates
12-month planning workbook
Monthly live numbers reviews
Private community
Lifetime access and updates
+ both bonuses
✦ Bonus: Profit & loss template ✦ Bonus: Live numbers review call
Oh… andAnother thing!
Bonus one · $197 value
Profit & loss template
Plug in your numbers and it does the math: monthly P&L, owner's pay, tax set-aside and a profit dashboard. Printable version included.
Bonus two · $300 value
Live numbers review call
Bring your P&L to a live group call with Margot. We'll walk through your real numbers together and map out your next move.
Questions,Answered
Do I need to be good at math?
No. If you can read a bank statement, you can do this. The templates handle the formulas.
Do I still need an accountant?
Yes, for taxes and filing. This helps you understand what they send you and use it to make decisions.
How long do I have access?
Forever, including any lessons I add later.
What if I fall behind?
Go at your own pace. The lessons are recorded, so you can pick it back up anytime.
Is there a refund policy?
[Your refund policy goes here.]
Page guide
Everything above is a made-up example (The Money Study, taught by “Margot”). Swap each piece for yours, then delete this whole section before you publish. The order follows the sales page lesson in your workbook.
Hero · Program name, one-line subtitle, enroll button, and your real deadline. From: Naming Your Program, My catchphrases → One-liner, My price and launch offer.
Sound familiar? · Three struggles in their exact words. From: Research Word Bank, My catchphrases → The problem line.
Video sales letter · Swap the placeholder for a Kajabi Video block with the VSL you recorded. From: My VSL link.
Before and after · Four lines each. Where they are now, and where they'll be after. From: My transformation.
What's inside · One card per module: number, name, and what they walk away with. From: My Module Map.
Photo strip · Three photos of you, your work, or your world. Delete it if you don't have them. From: Your brand photos.
Proof · Real quotes only, with permission. 1:1 clients, beta students, DMs, call quotes. Delete any card you can't fill honestly. From: My proof.
About me · Why you, in a few sentences, plus your photo. From: Your own words.
Price · Your price, payment plan, launch offer and when it ends. Link both buttons to your checkout. From: My price and launch offer.
FAQs · The questions people asked before buying. From: Your DMs, call notes, and what came up during your waitlist.
Buttons · Link every button to your checkout page. From: Your ThriveCart checkout link.