WORKSHEET

How to Have The Money Talk with Clients

Want to connect client goals to real, measurable ROI, but not sure how to start the conversation?

Struggling to put a dollar value on leadership skills?
Getting pushback because the outcomes sound “soft”?
Tired of clients undervaluing your work?

This worksheet walks you through The Money Talk™, a simple 5-step framework used by top coaches and consultants to tie goals to tangible financial impact. You’ll learn exactly how to move from “be more inspiring” to “increase retention by $241,500.”

5 Proven Steps to Turn “Soft Skills” Into Hard Numbers

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Use the same steps leading coaches rely on to:

  • Uncover your client’s real goals

  • Narrow the focus for measurable change

  • Assign monetary value to even the most intangible skills

  • Build buy-in and set the stage for renewal and referrals