FINANCIAL LITERACY

Make sense of your finances

Do you consistently see money coming in — but a zero balance the next time you check your account? Seeing that gap between what you brought in as a business and what you’re actually taking home can be incredibly demoralizing.

Gross revenue is not the same as profitability. How much money you collect is not the same as how much you have. If you’re unable to pay yourself what you’d like, you have a profit issue.

Lower profit years happen. Planning for these gaps in profitability and viewing how your choices affect your prosperity as a company is something you can learn — and we here at WinRate can teach you.

TESTIMONIALS

What our clients are saying

OVERVIEW

FINANCIAL LITERACY

  • How protecting your money is causing you to go bankrupt.
  • Getting out of your comfort zone by continuing to invest in your business.
  • How to change your mindset about money.
  • Learn why you have an earning problem — not a spending problem.
  • How to run your personal finances like business finances.
  • How to find patterns in your spending.
  • How to create and set a budget for your business.
  • How to understand financial statements and budgets.

Our Principles

Teach how to value your budget for better sustainability.

Teach how to identify your pain points in your business’s finances.

Teach how to profit from a successful company.

Identify differences between your overall revenue and overall expenses.

Develop your vision and mission and learn how to spend wisely for business expenses.

BENEFITS AND OUTCOMES

Gain Control, Plan Wisely, and Achieve Financial Stability

Understanding your finances is crucial for the success and sustainability of your business. Our Financial Literacy services at WinRate Consulting will empower you with the knowledge and skills to make informed financial decisions, leading to better profitability and long-term stability.

  1. Improved Financial Understanding: Gain a clear understanding of your financial statements and budgets, helping you make informed decisions about your business finances.
  2. Better Budget Management: Learn how to create and manage effective budgets that ensure financial stability and sustainable growth for your business.
  3. Profitability Awareness: Understand the difference between gross revenue and profitability, allowing you to focus on increasing your net profit.
  4. Strategic Financial Planning: Develop long-term financial strategies that help you plan for lower profit years and maintain stability during challenging times.
  5. Effective Money Management: Learn to manage your money effectively, reducing unnecessary expenses and maximizing your financial resources.
  6. Sustainable Financial Practices: Adopt sustainable financial practices that promote long-term growth and stability for your business.
  7. Increased Profitability: Identify and address pain points in your business’s finances, leading to increased profitability and better financial health.
  8. Mindset Shift: Change your mindset about money and learn how to view your finances from a strategic perspective, leading to more informed financial decisions.
  9. Expense Control: Gain control over your expenses by identifying patterns in your spending and implementing cost-saving measures.
HOW IT WORKS

Our Process

Watch the overview

WHAT IS INCLUDED

Key Benefits and Features

$0-750K in Business Revenue of $1,000 per month

Entrepreneurs

Perfect for young business owners or entrepreneurs starting out who need a guiding roadmap of how to properly set your business up for success and growth! – NO Contract

  • Weekly LIVE Group Calls Every Tuesday at 1pm EST
  •  Pre-Recorded Modules for convenient, self-paced learning.
  • Quarterly in-person meet-ups in Greenville, SC are included. (Additional fee for guests)
  • Private Facebook group
  • Client only WinRate app
  • All client monthly group call
  • 12-month agreement

$750k-2 million in Business Revenue of $3,000 per month

Business Owners, Entrepreneurs and Leaders

This group of 1:1 coaching clients are being coached by our experienced and proven WinRate Team. This is our FLAGSHIP program where high value tactical information, vulnerability and accountability amongst the group.

  • Total investment is $36,000 per year
  • Quarterly in-person meet-ups in Greenville, SC are included. (Additional fee for guests)
  • Private Facebook group
  • Client only WinRate app
  • All client monthly group call
  • Personality assessment for you and your business to use
  • All digital courses
  • 12-month agreement

$2-10 million in Business Revenue of $5,000 per month

Business Owners

This is for the more seasoned business owner or entrepreneur looking to evolve as a leader within their network or community.

  • Total investment is $60,000 per year.
  • Monthly in-person meet-ups, Greenville, SC
  • Private Facebook group
  • Free access to The Champion Circle Quarterly Events
  • School of Construction Selling digital course included
  • Access to monthly group calls
  • Client only WinRate app
  • 12-month agreement
1:1 Coaching

Coaching Format

1:1 Coaching is done on Zoom twice per month for 1-hour durations. The calls will be a blend of reviewing completed action items from the last call, checking in on where you are at with day-to-day problems that we can help you solve, and holding you accountable to the initiatives set forth to get you to your goals. 

In between calls you are expected to reach out to and utilize your coach. The coaches on our team are dedicated to your success. If you need something it is your job to reach out so we can help you in the moment and simplify and solve problems quickly. 

PRICING BREAKDOWN

Detailed Program Comparison

FEATURES

Small Business Academy

– $7,500-$25,000

The Champions Circle

– $36,000 / year at $3,000 monthly

Hall Of Fame

– $60,000/ year at $5,000 monthly

Monthly Huddle Call

Weekly Group Coaching

1:1 Coaching

Quarterly Events Included

Monthly Events Included

App & FB Groups

On Site Consultation – $7,500-$25,000

CHOOSE YOUR PATH TO SUCCESS

Detailed Program Comparison

TAILORED FOR YOU

Coaching Assignment Process

Coaching assignments are very intentional. We use a 3 step process to assign the best coach for you based on your personality, your industry, where you are now, and where you want to go.

  1. You take an Innermetrix personality test. This gives us deep insight into how you behave and how you like to be communicated with.

     

  2. You complete an onboarding call and form going over some key specifics about what your goals are both personally and professionally.

     

  3. Members of our leadership team meet to assign the coach who is best suited to get you to where you want to be the fastest and get you an ROI on your time and energy in this process. 
EVALUATE YOUR NEEDS

Is it Right for You?

This program is right for you if:

  • You are willing to invest in yourself. Time, Money, Energy and effort. 
  • You have a strong work ethic. Growth and evolution don’t happen on the heels of laziness. 
  • You’ve achieved some success and are ready to take things to the next level. 
  • You’re not afraid to be held accountable and get uncomfortable. 
  • You want to be around other high performers and high achievers. 
  • You are ready to get out of your own way.
Case Study

SUCCESS STORIES AND RESULTS

Examples

Les Brannen of Mountain High Mulch in Marietta, GA

–> Video from 2022 – good reference of stats.

BEGIN YOUR JOURNEY

How to Get Started

If you believe you are ready to take your leadership skills to the next level and step into who you’re capable of being to lead your company – fill out the form below and a member of our team will reach out right away to get you set up for success by answering any questions you still have. Don’t delay any more decision-making – let’s get you growing.  

FREE LEADERSHIP EDUCATION

Get a head start on our content

YOUTUBE CHANNEL

@themikeclaudio

With over 16k subscribers, the YouTube channel is an ideal starting point for anyone seeking to expand their knowledge base without any cost barriers. 

The free channel provides educational content on topics such as contractor marketing, how to structure your construction proposal, how to go from a handyman to general contractor and more.

Frequently Asked Questions

Is there a certain approach WinRate uses as a structure to help with my business?

We coach from experience. Our team of successful business owners, operators and leaders have knowledge in a vast array of business and personal accumen. Help 1st is a core value, and if they don’t have an answer, they will seek help until we find it for you. Every business is different and has different needs and problems. We take a tactical approach in the first 90 days to develop an understanding of what you want. Then we develop a strategy together with our clients to implement tactical approach to execute that strategy.

We are strategic in how we pair our clients. It depends on needs, personality, industry, and our coaches experience. We have an onboarding process we take you through that gives us a better understanding of who you are and how you like to communicate and be held accountable. 

Our job is to get you results and we take that very seriously. Therefore it’s imperative we get you with the right coach and we also approach our system as a team effort to get you the highest amount of ROI in your business and life as quickly as possible. 

Your job is to DO THE WORK!

Most of our clients use a credit card or ACH account that is billed monthly

OUR GUARANTEE: If all expectations are met as outlined in our agreements under,  What We Expect and anticipated results are not met, 100% of your money will be returned.

12 months

You get a total of (24) 1:1 coaching calls per contract agreement. This usually breaks down 2 calls/month.

Additionally, 1 GROUP call for any and all 1:1 coaching clients is held 1/month

Other value adds are access to our events, facebook community groups and digital assets and courses.

Yes. Our coach or team of coaches are available to educate in person or virtually. Book a call to discuss rates and more information around your needs and location.

Ready To Meet?

Fill Out the Form & Book Your Free Consultation

Adam McChesney
Coach

Adam McChesney is a serial entrepreneur based in St. Louis, MO. Originally a medical device sales rep, he transitioned into entrepreneurship full-time in the midst of the pandemic in July 2020.Since going out on his own, Adam has leveraged his skillset of personal branding & digital marketing to grow multiple companies at this point.He is the Founder of Builders of Authority, and Co-Owner at Auto Glass Repair of STL.Formerly, Adam was the VP of Growth and Partner at Hite Digital, a digital marketing agency that Adam helped grow to a 2x INC 5000 award winner. Adam was named Hite Digital Franchise of the Year in both 2021 & 2022.After building a multiple 7-figure agency with personal branding, Adam decided to launch Builders of Authority, which offers group coaching & 1-1 consulting for entrepreneurs and businesses looking to take their personal branding to the next level. Builders of Authority LIVE are Adam’s in person events where he brings in world-class speakers to teach and educate attendees on how to become THE authority in their industries.He is the host of the Builders of Authority Podcast, and has been a guest on over 200 podcasts himself.After 2.5 years of being a WinRate Consulting client, Adam came on as a Business Coach in January 2024.Adam is married to his wife Delaney, and they have 1 child, a boy named Murphy along with a dog, Georgie.

Doug Mitchell
Coach

Doug Mitchell is an accomplished entrepreneur and sales strategist with over 15 years of experience in building high-performing sales teams. His significant achievements include transforming Argenta Field Solutions into a robust organization that earned $35 million over 13 years. He launches products for AT&T, DirecTV and even his own Solar Brand. In 2022, he founded BGST Consulting, which leverages his extensive experience to help businesses enhance their sales strategies through the CODOC philosophy—Compensation, Opportunity, Development, Operations, and Culture. Doug also hosts the “Building Great Sales Teams” podcast, a resource-rich platform with over 300 episodes that offers insights from Doug and other industry leaders. More recently Doug join the well aligned WinRate team to coach and consult their clients to Win Fast and Win Often! A devoted Christian, husband, and father of three, Doug leans on his faith and wife when facing adversity.

Mia Vecchio
Event Manager - Hall of Fame | Executive Assistant to Mike

Mia has been with the WinRate Team since December 2022! She loves throwing events and and has 8 years’ experience in customer service which makes her role as Director of Hall of Fame the most fulfilling fit.

Mia was born and raised in Connecticut and is now living in Greenville, SC. She loves the beach, she loves the mountains and loves spending time with her dogs Henry and Obie. She looks forward to making an impact alongside her WinRate Team! 

Mallory Matthewson
Operations Asst. | Onboarding

Mallory assists with the WinRate Team’s backend operations. She is new to the coaching world, but brings a fresh perspective with over 12 years’ experience in Customer Relations. From Pest Control to Logistics, and Manufacturing to Finance, she has worked in various fields across the board but has a true heart for the customer experience. She has a Business Management degree, but with her experience in multiple industries, she’s able to relate to all customers on a personal level.

Originally from the Foothills of the NC mountains, she now resides outside of Charlotte, NC with her husband and their two daughters (Abby and Allie). She enjoys reading, traveling, and spending intentional time with her family.

Lindsey Kandrack
Chief Operations Officer

Lindsey assists with the WinRate team’s backend operations, she brings over 15 years’ experience of business and entrepreneurship.

From selling environmental control products in corporate America, to owning her own mattress and furniture business, to managing operations to 50+ dealers within the furniture and case goods industry. She has a marketing degree in her back pocket but her experience of working in and with small businesses she can easily relate to entrepreneurs having to wear many “hats!” Lindsey has been with WinRate and Mike and since 2019!

Originally from Syracuse, NY with a stretch in Pittsburgh, PA she currently resides just outside Charlotte, NC with her husband Keith and two children Kasey and Quinn. She loves the outdoors, and you may find her coaching or competitively exercising in her spare time ;-)

Tiffany Claudio
Chief of Staff | Director of Events

Hi, I’m Tiffany Claudio and you guessed it, I’m Mrs. WinRate herself. I joined WinRate full time in May of 2021 to help Mike and Lindsey (aka my sister wife) with the day to day administrative activities, in addition to event planning.

I come from a corporate career in Agile IT environments. There I coached teams on how to strategically plan out their annual goals, by breaking them out into smaller more manageable deliverables. I also helped identify and develop metrics to ensure the teams stayed on track with their objectives and understood if/when they needed to pivot.

Originally from Roanoke, VA with a short stint at the University of Tennessee in Knoxville, I now reside just outside Charlotte, NC with the one and only Mike Claudio and our two boys, MJ & Everett.

Lyle Nearby
Coach

With 30 years of experience in sales/customer service, Lyle decided to leave the corporate world and open AdvantaClean of Monroe in 2010. Lyle and his family live in Union County and are very involved in the local community. He has coached Tee Ball, Coach Pitch baseball and soccer. Lyle is a board member of the American Red Cross of Union County, a board member for A Champion’s Shoes, involved in the Union County Chamber, and supports various local charities.

Les Brannen
Coach

Les is an entrepreneur that is the CEO of Mountain High Mulch. After spending 20 years in the corporate world as director of operations he had a burning desire to open his own business and lead from the front.

He has a strong background in leadership, culture building, and overall customer experience. His company has been featured on Netflix Instant Dream Home, and continues to be recognized for outstanding community leadership and business growth within his community.

Les lives in Marietta, GA with his wife Jen and together have 3 children Skyla(20), August (17), and Jude (14). He is very passionate about physical fitness, mental clarity and developing business owners with a servant leadership mentality.

Nate Griffin
Coach

Nate Griffin is an entrepreneur with background in finance and business management. Over the last 10 years, he has built successful companies. One of which is now a multi-million dollar design build construction company. He has been around the construction industry his entire life.

Nate has a passion for helping people change their relationship to money through their business and finances. With a thorough understanding of cash flow, finance, and investing, Nate wants to share his experience to help others move into the CEO role of their own companies and lives.

Nate lives in Wilkesboro, NC with his wife, Lydia. He loves the outdoors, wakeboarding, cool cars, and great coffee.

Sam Kaufman
Director of Revenue | Coach

 Sam Kaufman is an entrepreneur, leader, husband and father of 2.  He is a firm believer that we must never stop building ourselves in our businesses, homes, and self.

Sam started out as a sole proprietor cabinet installer in a van and grew to 7 figures in under 3 years. He has operated businesses in multiple cities and is an avid core value implementer, standard operating procedure creator, and team builder. That cabinet installation business became a kitchen and bath remodeling business, a design company, and a retail flooring store in under 6 years.

Sam is passionate about growth and improvement. A natural leader he is deeply passionate about helping other business owners become the BEST versions of themselves and sees a better future for the home services industry.

Clifton Muckenfuss
Director of Coaching | Coach

Clifton Muckenfuss is an Entrepreneur with an extensive background in Sales, Marketing and Leadership. He has Co-Founded several successful service based companies, one being a multi-million dollar Home Improvement Company. 

With a passion for people, Clifton is hyper focused on Client Experience, and his companies have won numerous awards for Service Excellence. He / his companies have been featured in Inc. Magazine, Qualified Remodeler, and Remodeling Magazine.

Clifton now works with Contractors and Service-based businesses in the areas of Sales, Training and Marketing to help them implement systems and processes to create Customers for Life and “own a business” instead of a “job.”

Mike Claudio
CEO & Coach

I have spent the last 17 years not just selling products and services but learning how to go out and actually develop business, create routines and consistency, develop discipline, and make a bigger impact on those around me then just money!

My sales and management career started in retail with Verizon Wireless before working in their enterprise business to business sales team. During my time in Corporate America, I was given some of the best training in the world and really developed an obsession-like energy for consistency, communication and the client experience.

While my formal training is in the corporate setting, I’ve always been pulled towards smaller companies where I could work with entrepreneurs to help them bring big changes to grow their business. I was a great salesman, but I found my love and passion for the people, processes and services of the construction industry. When I was given the opportunity work with a residential general contracting business in Charlotte, I jumped at the idea of using my experiences and training to help create a sales and client management system specific for this market.

I have proven my system and processes to Identify, Target, Qualify and Acquire clients works. With a heavy focus on communication, follow-through, and follow-up I believe any company can increase sales and profits and I want to be the one to help you do that!

I brought massive success to companies I worked for but want to help more business owners get out of the daily grind and develop a business that worked for them instead of wearing them out. Since starting WinRate Consulting I have helped hundreds of paying clients and 10’s of thousands of business owners through my free online content on my podcast and YouTube channel.

I have been on dozens of stages and spoken in front of thousands of people to get the message across that YOU can be different and YOU can dream bigger and YOU can make it come to life! At this point I am 100% confident I can help any size business improve, I can help any owner or leader create better habits and a more disciplined life, and I can change the culture of a company into a place people want to work instead of constant frustrations and lack of buy in!

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