The Revenue Battle
Both plugins help service businesses make more money. One filters who you should work with. The other shows you the math on what to charge. Quality vs quantity. Only one moves on. Watch both demos and decide.
Client Qualifier
Helps service providers qualify leads and build client profiles. Setup asks about your business and what you're looking for in a client, then develops qualifying questions. Answer about the client to get a verdict: Strong Fit, Possible Fit, or Not A Fit. Can also run a quick Scorecard.
Revenue Planner
A live financial dashboard for service business owners. Enter your numbers and it shows you exactly where your business stands: your price floor, your recurring revenue base, and multiple revenue scenarios to hit your goal. The New Client ACV table lets you lock existing clients at their current rate and only reprice new clients. Includes AI diagnosis with specific next steps.
The Full Breakdown
Not every lead deserves a proposal. Client Qualifier builds a custom intake system around your specific business, your deal breakers, and your definition of a great client. Then it scores every prospect before you invest a single hour.
Set it up once with your criteria. Run it whenever a new lead comes in. You get a scorecard with a clear verdict: Strong Fit, Possible Fit, or Not A Fit. Plus conditions to resolve and suggested next steps. If you decide to move forward, it builds a full client brief so you never get halfway through a project and realize you forgot to ask something critical.
Your time is the most expensive thing in your business. Stop spending it on clients who were never going to work out.
- Configuration phase: interviews you about your business, ideal client traits, and deal breakers
- Builds custom qualifying questions with weighted scoring: Strong, Caution, Weak, or Deal Breaker
- Eight qualifying questions tailored to your specific service and criteria
- Scores each response and generates a verdict: Strong Fit, Possible Fit, or Not A Fit
- Provides a summary with flagged cautions, deal breakers, and conditions to resolve
- Suggested next actions based on the qualification outcome
- Full client brief template: captures everything you need to know before starting work
- Quick Scorecard mode for rapid go/no-go decisions on new leads
- Covers project goals, target audience, open questions, and key context
You want to add ten thousand dollars a month to your service business. Great. But should you raise prices, add clients, or both? And by how much? The Revenue Planner runs your actual numbers and shows you every path to your goal.
It calculates your price floor, maps your recurring revenue base, and builds multiple scenarios so you can see exactly what happens when you adjust pricing, volume, or both. No guessing. No gut feelings. Just a clear financial dashboard with an AI diagnosis telling you the smartest next move.
Know your numbers. Then grow them.
- Five to six intake questions: pay structure (percentage, flat rate, or hourly), revenue, jobs completed, current clients, and growth target
- Calculates price floor: the minimum you can charge without losing money
- Maps recurring revenue base so you know what's already locked in each month
- Builds multiple revenue scenarios: raise prices, add clients, or a hybrid approach
- New Client ACV table: lock existing clients at current rates, only reprice new clients
- Shows hours per job and what you should charge based on labor costs
- Premium model projections: what you'd need to charge to hit your revenue goal
- Growth ladder showing your current state vs. target state
- AI diagnosis with specific recommendations on which path makes the most sense right now
- Runs as a Claude Cowork skill or as a standalone HTML financial dashboard in the browser