Sampson12/Marketing and Advertising Budget Training

  • Free

Marketing and Advertising Budget Training


  • Create a resourceful roadmap to YOUR profitability goals
  • Use a budget to take control
  • Generate confidence in your financial future

Get the FREE training and budget template!

Create an action plan.

You are a motivated and determined business owner who prefers to invest in the resources necessary to improve your success. You believe that “success is when preparation meets opportunity.” Fantastic!

Your business is growing steadily. You used to be able to get by without looking at the numbers for your business but you have started to realize that you can’t do that anymore. It feels confusing and overwhelming because you have never looked at them before. Wouldn’t it be incredible to know on paper which courses are making you the most money and which ones are costing you?

You don’t like operating in the dark and you don’t want to just “wing” the financial future of your business.

TAKE CONTROL AND CREATE A RESOURCEFUL ROADMAP TO YOUR PROFITABILITY GOALS!

  • Free

Marketing and Advertising Budget Training

Create a resourceful roadmap to YOUR profitability goalsUse a budget to take controlGenerate confidence in your financial future Get the FREE training and budget template!

You don’t currently have a resourceful roadmap to obtain your profitability goals.

You used to be able to get by with your business by just winging it in terms of planning and financial analysis. You didn’t complete an annual budget and when you did, the budget just looked like numbers on a page and was not meaningful to you. Then suddenly, you feel like you lost control, your business has grown and become more complex and you don’t understand the financial impact of your strategic decisions. You try to get a handle on it but you encounter roadblocks like the following:
  • You realize that you can’t magically reach your profitability goals without a roadmap.
  • You can’t find someone to help you explain the financial forecasts plainly.
  • You don’t believe you have the right background to understand finances for your business.
  • You believe that creating a budget is a long and arduous process.
  • You are worried about how your business will cope with future government shut-downs.
  • You have been told you need to expensive machine learning or artificial intelligence platforms for an effective budget.
  • You are not proficient in excel or powerpoint - all you have is a calculator.
Your business is telling you that you need help.

  • Free

Marketing and Advertising Budget Training

Create a resourceful roadmap to YOUR profitability goalsUse a budget to take controlGenerate confidence in your financial future Get the FREE training and budget template!

You are an intelligent person, you run your own business!

You would change things if you had the confidence that there were attainable, actionable, and impactful choices you could make that work around your schedule and ability.

Because you are capable of creating and maintaining an effective budget and you don’t need expensive platforms or even proficiency in Excel! A budget is about setting financial expectations and comparing what actually happened to your expectations so that you can be the strategic decision maker you are!
Imagine how you will feel when:
  • You have a resourceful roadmap showing you how and when you will meet  your profitability goals.
  • You can expertly discuss the financial forecast for your business.
  • You realize that with the right training you can create your own meaningful financial roadmap.
  • You are ready for unforeseen government shut-downs with a resourceful roadmap in play!
  • You understand when you need more cash on hand and are prepared.
  • You realize that you DON’T need an expensive machine learning or artificial intelligence platform.
  • You can choose whether or not to use excel to craft your budget.
You can run your business without worrying about the financial impact of your decisions.
Learn the secrets that corporate finance professionals know about going creating a targeted roadmap to your profitability success.

Companies invest a ton of money to create their budget and understand what is actually hitting their financial statements compared to what was expected. This is the difference between a publicly-traded company that is bankrupt and one that is still going strong today!

  • Free

Marketing and Advertising Budget Training

Create a resourceful roadmap to YOUR profitability goalsUse a budget to take controlGenerate confidence in your financial future Get the FREE training and budget template!

Hi There! I'm Katelyn...

I am a faith-centered online financial coach for business owners who are motivated to understand and protect their financial future so that they can increase profitability and optimize their time running their business.

Before helping business owners, I was creating and implementing financial forecasts for a portfolio of $6-9 Billion at a large tech company. And before that I worked as a financial analyst in the financial services industry (big banks), energy industry, and telecom industry. I worked side-by-side with senior vice presidents and other high-powered executives, providing them with facts, figures, and analytical advice for managing money in their business segment.

No matter how smart these world-class executives were they all had one thing in common - they relied on the advice of financial analysts.

I have created and implemented corporate financial forecasts for billions of dollars.

Very recently I was creating and implementing financial forecasts for a portfolio of $6-9 Billion at a large tech company. And before that I worked as a financial analyst in the financial services industry (big banks), energy industry, and telecomm industry. I quickly look at key ratios for important insights on company strategy and success. I want to work with you to share these strategies for obtaining optimal profitability for YOUR business.

I created this training after speaking to business owners who did not have a business budget or financial forecast. A business budget and financial forecast is very different than your tax returns. In fact, FP&A consultants and accountants work hand-in-hand to help businesses while performing different functions.

As a financial advisor I work with business owners to create a roadmap to their profitability goals. Financial forecasts include things like adjustments and scenario analysis to capture the impact of all the moving pieces of your business. I realized that business owners don't have this kind of roadmap and don't look at the financial impact of components of their business, they make decisions with a blind guess on the result and do not check whether or not those decisions produced the intended result or something disastrously different.

Creating a financial forecast is hard for most business owners but it does not have to be! After years of experience at multiple companies and in multiple roles it is easy for me. I created this free training to help you with one of the building blocks of your business, generating revenue through targeted marketing and advertising initiatives.

  • Free

Marketing and Advertising Budget Training

Create a resourceful roadmap to YOUR profitability goalsUse a budget to take controlGenerate confidence in your financial future Get the FREE training and budget template!

This is why I created the FREE marketing and advertising budget training

Here is how it works...

Download the free template and watch the instructional video. In the video I talk about some important aspects of your advertising and marketing budget and walk you through how to fill in the template. Once you fill in the template you will have a total annual budget amount to enter into your advertising and marketing budget line.

Please sign up to for my newsletter to learn more about upcoming trainings on how to easily construct an entire budget and multi-year financial forecast for your business.

  • Free

Marketing and Advertising Budget Training

Create a resourceful roadmap to YOUR profitability goalsUse a budget to take controlGenerate confidence in your financial future Get the FREE training and budget template!

Here is how your business will benefit...

If you take my trainings and learn the important methods of creating a financial roadmap and updating your business strategy based on the results, then you will have confidence in every dollar that you invest in your business. You will not blindly hope that your spending money in a certain area will achieve a certain result, you will be able to tangibly verify the exact financial result of your choices. The process is simple and it is critical for you to make the best decisions for your business.

You will also have an actual roadmap, a WAY TO SUCCESS. If you want to make a quarter of a million dollars a year of profitability you NEED a roadmap to get there. It is very possible to make half a million dollars a year in revenue and retain only $40,000 of actual profitability.

For example, the average profitability margin for restaurants may be 3% to 5% according to some sources. That means that if the restaurant generates $500,000 of revenue amount of money left over in profitability only amounts between $15,000 to $25,000. I have met restaurant owners without a financial plan who thought they were "making money" because of their revenue when it was clear that their profitability was average for the restaurant business and much lower than they thought.

In order for you to improve your profitability margin, you need a roadmap to success. That is what I want to gift to you!



  • Free

Marketing and Advertising Budget Training

Create a resourceful roadmap to YOUR profitability goalsUse a budget to take controlGenerate confidence in your financial future Get the FREE training and budget template!

Once a year I open enrollment for an entire business budget and financial forecast training.

In this training, I have the resources you need to create your own businesses budget and financial forecast. This training is the next best thing to one-on-one private sessions. I can't work with everyone in a private session as my time is limited and valuable. But because I know how much you need this course, I have put hours into setting up every step for you to join! Sign-up for my newsletter so you don't miss the open enrollment period for my annual budget and financial forecast training.

  • Free

Marketing and Advertising Budget Training

Create a resourceful roadmap to YOUR profitability goalsUse a budget to take controlGenerate confidence in your financial future Get the FREE training and budget template!

Contents

Free Advertising and Marketing Budget Template Training
Free Advertising and Marketing Template

Financial Forecast

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Marketing and Advertising Budget Training

Create a resourceful roadmap to YOUR profitability goalsUse a budget to take controlGenerate confidence in your financial future Get the FREE training and budget template!

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Create a resourceful roadmap to YOUR profitability goalsUse a budget to take controlGenerate confidence in your financial future Get the FREE training and budget template!

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