NEW HERE? START WITH THESE 4 STEPS β IN ORDER
Each step feeds the next. Follow the sequence and your gaps reveal themselves automatically.
π‘ Pro tip: The Visual Dashboard above shows your full performance picture β visit it anytime after Step 1 to see your progress in real time.
Performance at a Glance
Flash Scorecard β Set Your Goals First
Enter your monthly sales goal and weekly revenue categories below. Everything else in the platform runs from this foundation.
π‘ Tip: List each revenue source separated by commas. These become the rows in your Revenue Drivers table below.
π Performance Snapshot
Monthly Goal
$0
Target for the month
MTD Revenue
$0
Revenue to date
On TrackRemaining
$0
To reach goal
Achievement
0%
0% of goal
Weekly Performance
| WEEK | REVENUE GOAL ($) | ROLLOVER GAP ($) | REVISED GOAL ($) | ACTUAL REVENUE ($) | STATUS VS GOAL |
|---|---|---|---|---|---|
| MONTH TOTAL | |||||
Revenue Drivers Performance
| CATEGORY | PROFIT MARGIN % | REV % GOAL | REV % ACTUAL | MONTHLY GOAL ($) | WEEK 1 | WEEK 2 | WEEK 3 | WEEK 4 | WEEK 5 | MTD ACTUAL ($) | CUSTOMER PROFIT ($) | STATUS VS GOAL | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOAL | ACTUAL | GOAL | ACTUAL | GOAL | ACTUAL | GOAL | ACTUAL | GOAL | ACTUAL | ||||||||
| TOTAL | - | - | |||||||||||||||
Sales Analysis β Your Gaps Are Automatically Calculated
Your data from Step 2 powers everything you see here. Review your ASP, UPT, $PC metrics, and your RFM customer tiers. Then head to Step 4 to build your fix-it plan.
Sales Metrics & Funnel
π Month-to-Date Summary
Cumulative from Weekly Sales Metrics (Wk1 through selected week)
Total Transactions (MTD)
0
Average Sale Price (MTD)
$0
Units Per Transaction (MTD)
0.0
Total Leads (MTD)
0
Total Prospects (MTD)
0
Total Sales (MTD)
0
Conversion Rate (MTD)
0%
Prospects Sales
Lead Prospect Rate (MTD)
0%
Leads Prospects
Blended Profit Margin % (MTD)
0%
Weighted Avg from Revenue Drivers
Gross Profit $ (MTD)
$0
Revenue Γ Blended Margin
ROOT CAUSES
Behavior
Attitude
Product/Service
Systems
Customer
SALES PLANNING
Solutions/Goals
Behavioral Action Plan
Success Tracking
Data Import & Integrations
AI-Powered Smart Upload
Upload ANY sales report format - Excel, CSV, PDF, QuickBooks, Square, Shopify, and more! Our AI automatically detects and maps your data.
π Upload CSV File
Our smart CSV importer automatically detects whether you're uploading Revenue Drivers or Customer Data!
Drag and drop your CSV file here, or click to browse
CSV Format Examples General
π Revenue Drivers CSV
Driver,Percent,%,Profit Margin,%,Week1,Week2,Week3
Product Sales,45,35,12000,13500,11200
Service Revenue,30,50,8000,8500,9200
Consulting,25,60,5000,5200,6800
π₯ Customer Data CSV
Customer Name,Transactions,Units Sold,Total Spent,First Purchase,Last Purchase
ABC Corp,15,30,25000,2024-01-15,2025-10-20
XYZ Inc,8,20,18500,2024-06-10,2025-09-15
π Sales Funnel CSV
Week,Leads,Prospects,Sales,Lead-to-Prospect %,Prospect-to-Sale %
Week 1,50,15,5,30%,33%
Week 2,40,12,4,30%,33%
π Sales Metrics CSV
Week,Trans Goal,Trans Actual,Units Goal,Units Actual,ASP,UPT,$PC
Week 1,100,95,200,190,$50,2.0,$100
Week 2,100,110,200,220,$50,2.0,$100
π― Customer Persona Templates
Download a template matching your business type, fill it out, and upload to auto-populate your Target Market Intelligence personas.
B2C Persona Template
Consumer-focused: Age, income, lifestyle, purchase triggers
B2B Persona Template
Business-focused: Company size, ROI, decision makers, sales cycle
B2G Persona Template
Government-focused: Procurement, compliance, contract types
π‘ Pro Tip: You can upload Word (.docx), PDF, or CSV files. The system auto-detects persona fields and creates new segments as needed. Supports unlimited personas!
π‘ Pro Tip: Units Sold is required for accurate ASP calculation. Column names are flexible - the system auto-detects them.
Recent Uploads
Connect Your Business Tools
Automatically sync your sales data from popular platforms
You're viewing SAMPLE DATA
Names like "Corporate Client," "Referral Customer," and "Customer A" are example customer names β not categories or suggestions. Once you import your real transaction data in , your actual customer names and spending history will appear here automatically.
Customer Analytics & Frequency
Total Customers
0
Avg Customer Value
$0
Revenue Γ· Customers
Profit Per Customer
$0
Avg Buying Frequency
0
purchases/year
π Customer Persona Distribution
"You don't want customers, you want FANS and SUPER FANS!" - Coach Nic
Fan Ratio
0%
π Super Fans
0
β€οΈ Fans
0
π VIP
0
β Premium
0
π Other
0
Customer Frequency Analysis
π Customer Analytics (Self-Contained)
Data flows TO this tab from other tabs β’ Does NOT sync OUT
Total Transactions
0
ASP ($/Unit)
$0
UPT
0
$PC (Avg Trans)
$0
Avg Customer Value
$0
Total Revenue
$0
Blended Profit Margin %
0%
Weighted by actual revenue
Total Gross Profit $
$0
Revenue Γ Blended Margin
Avg Profit/Customer
$0
Avg Profit/Transaction
$0
| Customer Name | Revenue Driver | Persona | Last Purchase | Tenure | Transactions | Units Sold | Total Spent | MTD Spent | Avg Trans | Frequency | Profit | Actions |
|---|
π― RFM Customer Segmentation
Customers scored by Recency, Frequency, and Monetary value (1-5 scale)
π Recency Score
Based on days since last purchase
5 = Recent | 1 = Long ago
π Frequency Score
Based on purchase frequency
5 = Very frequent | 1 = Rare
π° Monetary Score
Based on total spending
5 = High value | 1 = Low value
| Customer Name | Last Purchase (Days Ago) | R Score | F Score | M Score | RFM Score | Segment | Recommendation | Actions |
|---|
Buying Frequency Distribution
Customer Persona Breakdown
Customers categorized by Smart Persona (Super Fan β Fan β VIP β Premium β etc.)
Revenue vs Profit
Customer Lifetime Value
You're viewing SAMPLE DATA β This Month's Transactions
The customer names and dollar amounts shown here are demo examples. The Power Buyers, Big Fish, and One & Done categories are segments automatically calculated from YOUR real transaction data once you import it in .
π Customers (Current Month)
Track this month's transactions β’ Data syncs TO Revenue Drivers, Sales Funnel, EPU
Active Customers
0
Transactions (MTD)
0
Revenue (MTD)
$0
Avg Transaction ($PC)
$0
Units Sold (MTD)
0
π Sales Analytics (MTD)
ASP ($/Unit)
$0
UPT
0
$PC (Avg Trans)
$0
Avg Customer Value
$0
Profit Per Customer
$0
Profit Per Transaction
$0
π Customer Persona Distribution (MTD)
"You don't want customers, you want FANS and SUPER FANS!" - Coach Nic
Fan Ratio (MTD)
0%
π Super Fans
0
β€οΈ Fans
0
π VIP
0
β Premium
0
π Other
0
π Two-Way Data Sync
FROM Revenue Drivers β Populates driver options | TO Revenue Drivers, Sales Funnel, EPU
π This Month's Transactions
January 2026
| Customer Name | Revenue Driver | Persona | Purchase Date | Amount Spent | Transactions | Units Sold | Notes | Actions |
|---|
π Revenue by Driver (This Month)
π° Profit Analysis (MTD)
Gross Profit (MTD)
$0
Revenue Γ Avg Margin
Avg Profit/Customer
$0
Gross Profit Γ· Customers
Blended Margin %
0%
Weighted by driver
Revenue/Transaction
$0
Total Γ· Transactions
π― Monthly Customer Value Matrix
"Those folks with the good transactions, but the frequency is not where you want it to be... identify those folks, let's reach out to them." - Coach Nic
π Power Buyers (High Spend + High Freq)
Protect these relationships β they're your bread & butter
π° Big Fish (High Spend + Low Freq)
How do we get them buying more often? Reach out NOW.
π Upsell Opportunities (Low Spend + High Freq)
They come often, spend small β upsell & bundle to increase AOV
π One-and-Done (Low Spend + Low Freq)
Need a reason to return β follow up with value proposition
Power Buyers
0
Big Fish
0
Upsell Opps
0
One-and-Done
0
Customer Persona Breakdown (MTD)
Customers categorized by Persona (Super Fan β Fan β VIP β Premium β etc.)
Revenue vs Profit (MTD)
Top Customers by Revenue (MTD)
Transactions Per Customer (MTD)
π° Measure & Maximize R.O.I.
Calculate and track your Return on Investment across 4 key areas
π Month-to-Date Performance (From Flash Scorecard)
MTD Revenue
$0
Blended Profit Margin %
0%
MTD Gross Profit $
$0
Revenue Goal
$0
π Sales R.O.I. (Gross Profit)
Calculate your profitability per unit sold
Economics Per Unit
Cost of Sales (COS) Breakdown
π‘ Coach Nic Tips: Set an ROI goal β’ Calculate costs BEFORE pricing β’ Use complete solution selling β’ Add margin-rich accessories
π£ Marketing R.O.I.
Compare customer acquisition cost vs customer value
Marketing Investment
Customer Value
π‘ Coach Nic Tips: Marketing budget β€ 10% of revenue β’ Know profit margins per customer β’ Find low-cost marketing channels
π’ Asset R.O.I.
Measure the return on your business assets
Asset Details
Cost of Asset (COA)
Revenue Generated
π‘ Coach Nic Tips: Set revenue goals per asset β’ Track recurring costs β’ Convert non-producing assets to revenue generators
π Knowledge R.O.I.
Track return on training, coaching & education investments
Knowledge Investment
Cost of Knowledge (COK)
Revenue Generated
Revenue gained from applying the knowledge/skills learned
π‘ Coach Nic Tips: Communicate ROI goals with provider β’ Track recurring costs β’ Set revenue goals β’ Hold provider accountable
π ROI Tracking History
| Date | Type | Description | Investment | Return | ROI | Actions |
|---|---|---|---|---|---|---|
| No ROI records yet. Click "Add ROI Record" to track your investments. | ||||||
"Your gift will make room in the marketplace, but performance management will keep you there!"
- Coach Nic
π Economics Per Unit (EPU)
Track profit margins for every product & service β’ Coach Nic's 50% GP Formula
π KEY ASSUMPTIONS Coach Nic's 50% GP Formula
= Coach Rate Γ 2
Sales Price = COS Γ 2
Doubling cost = 50% margin!
π What is Coach Nic's 50% GP Formula?
Every product or service you sell should generate at least 50% gross profit margin. That means for every $1 in revenue, you keep at least $0.50 after your direct costs. The shortcut: set your selling price at 2Γ your cost of delivery. If it costs you $50 to deliver a service, charge at least $100. This benchmark ensures you can cover overhead, pay yourself, and still have profit left to reinvest. Products below 30% margin are silently draining your business β use this tab to find them and fix them before they become a crisis.
β Add Revenue Driver Category
π‘ Revenue drivers will sync with your Flash Scorecard when you click "Sync to App"
No Revenue Drivers Yet
Add a revenue driver above to start tracking your products & services
Or use Smart Upload to import your existing data!
π Period Sales Tracking
| Product/Service | Revenue Driver | Period | Qty Sold | Revenue | COGS | Gross Profit | Margin % | Actions |
|---|---|---|---|---|---|---|---|---|
| No period data yet. Add products first, then track sales periods. | ||||||||
π Sync with Sales ROI Calculator
Push your EPU data directly to the ROI Calculator for detailed analysis
π‘ Coach Nic's Profit Margin Philosophy
π― Core Products & Services:
Aim for AT LEAST 50% profit margin minimum on ALL main offerings
π Add-Ons & Accessories:
Aim for 70% profit margin on upsells, workbooks, and bundled extras
π° Price Before Costs:
Calculate your costs FIRST, then set prices to hit your margin targets
π Track Monthly:
Monitor margins monthly to spot erosion before it hurts profitability
P.R.O.F.I.T. Selling System β How This Drives Your Numbers
This system directly controls your Conversion Rate and Average Selling Price (ASP). Low compliance here = lost sales and lower per-transaction revenue.
Impacts: ASP β
The O (Observe & Offer) stage β recommending premium options β is the #1 driver of a higher average selling price. Skipping it leaves money in the prospect's pocket.
Impacts: Conversion Rate β
The F (Fix Objections) and I (Invoke the Yes) stages determine if prospects convert. Low compliance = high drop-off = transactions never happen.
Impacts: $PC β
The T (Take the Money) stage closes the loop. Prospects who say yes but aren't followed through to payment are revenue that never hits your scorecard.
β οΈ LOW COMPLIANCE ALERT β Your Numbers Are at Risk
Your P.R.O.F.I.T. compliance score is below 70%. This is likely contributing to gaps in your ASP and conversion rate. Go to the Root Cause Wizard to see the full diagnosis.
π₯ P.R.O.F.I.T. Selling System
Have a custom Sales Process document?
Upload a document to replace the default checklist with your own behaviors
π€ Click or drag a file here
Supports: DOCX, PDF, XLSX, CSV
Management Rhythm β How This Drives Your Numbers
This system controls the consistency of everything else. Low rhythm = results that spike and crash. Your weekly scorecard gaps are often a management execution problem, not a market problem.
Impacts: Weekly Revenue Consistency
If your rhythm doesn't include daily scorecard reviews, you won't catch week 1 gaps in time to adjust before week 2. Gaps compound into months lost.
Impacts: Transaction Count β
Businesses without a weekly outreach rhythm for Big Fish and dormant customers are leaving frequency money on the table. Rhythm converts "I should reach out" into actual revenue.
Impacts: All Metrics (Foundation)
A monthly review rhythm is how you catch trend shifts before they become year-end crises. Every other system performance degrades when management rhythm is broken.
β οΈ LOW COMPLIANCE ALERT β Inconsistent Execution Risk
Your Management Rhythm compliance is below 70%. Gaps in your weekly or monthly management behaviors will cause all other systems to drift and your revenue to become unpredictable.
π Management Rhythm
Have a custom Management Rhythm document?
Upload a document to replace the default checklist with your own behaviors
π€ Click or drag a file here
Supports: DOCX, PDF, XLSX, CSV
Order Taking & Delivery System β How This Drives Your Numbers
Friction in how customers order from you or how you fulfill reduces UPT, transaction count, and customer frequency. If buying from you is hard, they buy less β or go somewhere else.
Impacts: UPT (Units Per Transaction) β
A smooth ordering system with add-on prompts at checkout is the single fastest way to raise UPT. If your order process doesn't create a natural upsell moment, UPT stays flat.
Impacts: Transaction Count β
Long waits or complicated ordering drives customers away before a transaction is completed. Every friction point in your order process is a direct transaction gap.
Impacts: Customer Frequency β
Delivery experience determines return rate. Customers who have a fast, professional fulfillment experience come back. Those who don't, become Big Fish with low frequency.
β οΈ LOW COMPLIANCE ALERT β UPT and Transaction Count at Risk
Your Order System compliance is below 70%. This is likely causing lower UPT and reduced transaction frequency. Customers are encountering friction that's cutting your revenue before it reaches your scorecard.
π¦ Order Taking/Delivery System
Have a custom Order System document?
Upload a document to replace the default checklist with your own behaviors
π€ Click or drag a file here
Supports: DOCX, PDF, XLSX, CSV
Merchandising System β How This Drives Your Numbers
Your sales environment β whether a storefront, Zoom background, expo booth, or website β sends buying signals to customers before you say a word. Poor merchandising suppresses ASP and UPT silently.
Impacts: ASP β
Placement of premium items at eye level or as featured options nudges customers toward higher-value purchases before they ask. No placement strategy = customers default to the cheapest option.
Impacts: UPT β
Bundle displays and add-on visibility in your environment drive multi-item purchases. If customers can't see what goes with what, they buy one thing and leave.
Impacts: New Customer Conversion
First impressions determine first transactions. A sales environment that projects credibility and professionalism converts new prospects at a higher rate than a cluttered or generic one.
β οΈ LOW COMPLIANCE ALERT β ASP and UPT Suppression Risk
Your Merchandising compliance is below 70%. Your sales environment may be working against your revenue goals β suppressing ASP and UPT before a single word is spoken.
πͺ Merchandising System
Have a custom Merchandising document?
Upload a document to replace the default checklist with your own behaviors
π€ Click or drag a file here
Supports: DOCX, PDF, XLSX, CSV
Target Market Intelligence
FBI-Style Customer Persona Profiles
Create detailed intelligence profiles of your ideal customers. Use custom formats for each type: B2G (Project Managers & Procurement), B2B (Decision Makers & Influencers), B2C (End Consumers). AI Coach Nic can generate these automatically!
Pro Tip
Use AI Coach Nic to automatically generate personas based on your business data, or fill them out manually. Green sections = what attracts them, Red sections = what stops them from buying.
Resources & Support
Questions? Email info@coachnicdc.com or call 202.914.6595
Complete User Guide
Step-by-step instructions for every feature of Sales Gap Finder. Written by Coach Nic β covers all 18 tabs, Smart Upload, What-If Calculator, Value Matrix, and more.
Video Tutorials
Step-by-step guides to master every feature
Success Stories
Learn from businesses that achieved breakthrough results
Contact Support
Get help from our expert team
π¬ Video Tutorials
Step-by-step how-to walkthroughs from Coach Nic β watch these to master every feature of Sales Gap Finderβ’.
Dashboard & Flash Scorecard
Navigate your visual dashboard, set your monthly revenue goal, define Revenue Drivers, and track weekly performance gaps.
Data Import
Use Smart Upload to import revenue, customer, and transaction data from any source into Sales Gap Finderβ’.
Sales Analysis
Analyze ASP, UPT, and $PC metrics β identify root causes with BAPSC β and build an action plan to close your revenue gaps.
Customers Lifelong
Track lifetime customer value, RFM segmentation, persona distribution, and turn One-and-Dones into Super Fans.
π‘ Pro Tip: Every tab in the app also has a π How-To Tutorial button (top-right corner). Click it for an interactive in-app spotlight walkthrough of that specific feature.
Success Stories
Real clients. Real data. Real results β powered by Coach Nic's performance gap management process.
Real Results in Action
Watch how businesses transformed their performance using Coach Nic's gap finder methodology and the P.R.O.F.I.T. system.
βΆ Watch Case Study VideoGreg Laporte β High Roller Entertainment
Entertainment Industry Β· Washington, DC
"Coach Nic's gap analysis revealed we were leaving significant revenue on the table with our existing client base. By targeting our Big Fish clients and restructuring our service tiers, we closed our monthly gap within 6 weeks."
Takeerah Jones β Busy Bees Learning Center
Education / Childcare Β· Washington, DC
"The EPU tab was a revelation. I had no idea which programs were actually profitable. Coach Nic's 50% GP Formula helped me reprice two underperforming programs β and my blended margin improved by 18 points in one quarter."
Chris Juliani β Boston Chair Massage
Wellness / Massage Therapy Β· Boston, MA
"The Customer Value Matrix changed how I see my client base entirely. I had been chasing new clients while my Big Fish hadn't booked in months. One targeted re-engagement campaign brought 7 of them back in two weeks β that alone covered my monthly goal."
Ready to write your own success story? Start with a free 24-hour demo.
Contact Coach Nic: info@coachnicdc.com | 202.914.6595
Contact Support
Get Help
Email Support
We typically respond within 24-48 hours
Frequently Asked Questions
Channel Partner & Affiliate Program
Earn 20% recurring lifetime commissions on every referral. Share your unique link and grow your passive income.
Total Referrals
0
Active Customers
0
Total Earnings
$0
Conversion Rate
0%
Your Referral Code & Link
Share this link or code to earn 20% recurring commissions on every paid subscription!
Not seeing your referral code? Make sure your affiliate account is set up. Contact info@coachnicdc.com
Commission Structure β 20% Recurring Lifetime
Solo Plan ($99/mo)
20%
$19.80/month per customer
Coach Plan ($247/mo)
20%
$49.40/month per customer
Multi-Location ($397/mo)
20%
$79.40/month per customer
Franchise Plan ($597/mo)
20%
$119.40/month per customer
Two-Phase Partnership Model
π¦ Phase 1: Seeded Deployment
Purchase bulk subscriptions for your constituents, tenants, or portfolio companies. You control the onboarding, and they get immediate access to the Sales Gap Finder.
- β Bulk pricing: 20% discount on 50+ seats
- β Minimum 6-month license term
- β You manage onboarding & activation
- β Full portfolio visibility via Partner Portal
π Phase 2: Self-Sustaining
When your bulk license ends, constituents transition to self-pay. You shift from buyer to referral partner and earn 20% recurring commissions on every renewal.
- β 20% lifetime recurring commission
- β Passive income from portfolio retention
- β Your referral code auto-applied
- β Track everything in Partner Portal
Bulk Licensing for Organizations
Shopping malls, public markets, BDOs, franchise systems, and investors can purchase subscriptions in bulk for their constituents at a 20% discount.
| Plan | Standard Price | Bulk Price (50+ seats) | You Save Per Seat |
|---|---|---|---|
| Solo | $99/mo | $79.20/mo | $19.80/mo |
| Coach | $247/mo | $197.60/mo | $49.40/mo |
| Multi-Location | $397/mo | $317.60/mo | $79.40/mo |
| Franchise | $597/mo | $477.60/mo | $119.40/mo |
Minimum 50 seats, 6-month license term. Multi-seat payments handled via digital invoicing.
Marketing Materials
Recent Referrals
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Questions about the affiliate or channel partner program? Contact info@coachnicdc.com or call (202) 914-6595
Team & Multi-Location Management
1-on-1 Sales Gap Finder Accelerator Training
Work directly with Coach Nic in a private, hands-on session using your real numbers. By the end, you'll know exactly how to use every feature, interpret your gaps, and build a personalized revenue strategy β no guesswork, no learning curve.
- β Live, private 1-on-1 session with Coach Nic
- β Work from your actual business data
- β Full walkthrough of every tab & feature
- β Custom gap diagnosis & action strategy
- β Faster results β skip the trial & error
- β Recordings provided for future reference
"Your gift will make room in the marketplace, but performance management will keep you there!" β Coach Nic
One-Time Investment
$500
One session Β· No subscription required
Book My Accelerator Session βQuestions? Call (202) 914-6595
or email info@coachnicdc.com
Subscription & Billing
Current Plan
Plan Type
Demo Mode
Status
Active
Next Billing Date
N/A
Available Plans
Sales Gap Finder - Solo Plan
Business Gap Finder: Sales Gap Management version
$99/month
or $990/year (Save $198!)
- Full access to all features
- 1 business location
- Unlimited data storage
- Email support
Sales Gap Finder - Coach Plan
Sales Gap Finder SaaS for coaches
$247/month
or $2,470/year (Save $494!)
- Everything in Solo
- Up to 5 team members
- 3 business locations
- Priority support
Sales Gap Finder: Multi-Location Plan
Sales Gap Finder subscription for Multi-Locations
$397/month
or $3,970/year (Save $794!)
- Everything in Coach
- Up to 10 team members
- Up to 5 locations
- Priority support
Sales Gap Finder: Franchise Plan
Sales Gap Finder: Franchise Plan subscription
$597/month
or $5,970/year (Save $1,194!)
- Everything in Multi-Location
- Unlimited team members
- Unlimited locations
- Dedicated account manager
Billing History
No billing history available
Questions about your subscription or need to upgrade? Contact info@coachnicdc.com or call (202) 914-6595
Bulk pricing available for 50+ seats β request a quote
SALES CALL BEHAVIOR SCORER
Upload or paste any sales call transcript. AI scores each stage of the PROFIT™ framework and shows exactly where you won or lost the sale.
Step 1 — Self-Assessment
Rate yourself on each PROFIT stage before seeing the AI score.
Did you research the prospect before the call?
Did you build relationship and ask discovery questions before pitching?
Did you make a specific recommendation (not a menu of options)?
Did the prospect hesitate? Did you address it with a rebuttal?
Did you ask a direct closing question and get an explicit commitment?
Did you follow through to payment — send the link, confirm the deposit?
Step 2 — Transcript
Write out how you WOULD handle a prospect. Practice before the real call.
📊 Call History & PROFIT Trend
No scored calls yet. Score your first call above.
PROFIT™ FRAMEWORK
Your proprietary selling system. Use as a pre-call preparation checklist and post-call review tool.
Prepare
Research the prospect before every call
Rapport + Exploratory Questions
Build relationship before pitching anything
Observe & Offer
Make a specific recommendation, not a menu
Fix Objections
Address every concern with a direct rebuttal
Invoke the Yes
Ask a direct closing question every time
Take the Money
Follow through to payment every single time
ROOT CAUSE WIZARD
Answer 5 questions. The wizard diagnoses exactly which gap is bleeding your revenue and gives you the specific fix.
MONTHLY HEALTH REPORT
AI generates a complete performance recap of the month, identifies trends, and prescribes focus areas for next month.
Generate This Month’s Report
Pulls your current scorecard data, gap analysis, and action plan status.
Click Generate Report to build your monthly health report.
📈 Industry Benchmarks — How Do You Compare?
Powered by public industry data (NRF, Toast, NRA, SBA, SCORE). Select your industry to see where you stand.
π§ͺ Tier Testing Lab
Test the app as any subscription tier. This only changes UI behavior β your actual data is never modified.
Currently: Owner (Unlimited)
AI Queries: β | PDF Downloads: β | Contexts: β | Team: β
Demo
Free 24-hour trial
AI Queries: 10/month
PDF Downloads: 3/month
Clients/Locations: None
Team Members: 1
Context Switcher: Hidden
Solo β $99/mo
Individual business owner
AI Queries: 50/month
PDF Downloads: 3/month
Clients/Locations: None
Team Members: 1
Context Switcher: Hidden
Coach β $247/mo
Manage up to 10 clients
AI Queries: 150/month
PDF Downloads: 3/month
Clients: Up to 10
Team Members: 5
Context Switcher: Visible (Clients)
Multi-Location β $397/mo
Up to 5 locations
AI Queries: 300/month
PDF Downloads: 3/month
Locations: Up to 5
Team Members: 10
Context Switcher: Visible (Locations)
Franchise β $597/mo
Unlimited everything
AI Queries: Unlimited
PDF Downloads: Unlimited
Locations: Unlimited
Team Members: Unlimited
Context Switcher: Visible (Locations)
Reset to Owner
Return to your unlimited access
AI Queries: Unlimited
PDF Downloads: Unlimited
Everything: Unlimited
Click to exit testing mode
π What gets tested when you switch tiers:
Context Switcher visibility, plan limits, AI query caps, PDF download limits, Team Management panel content, "Add Client/Location" modals, upgrade prompts, and consolidated dashboard. Your real data stays untouched.
π Admin Dashboard
Open your full Admin Console for customer management, licensees, affiliates, and financial reporting.
π Open Admin ConsoleContact: info@coachnicdc.com