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.
What our clients are saying
Mike helped me identify my weaknesses and struggles and brought them to the surface. He continued to believe in me and pour into me week in and week out.
With many coaches it's very transactional... WinRate is doing it with the primary intention of the person they are working with to better, by giving them something to help in business and life.
WinRate has helped change my way of thinking and put me in the room with other individuals who think like me too.
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.
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.
- Improved Financial Understanding: Gain a clear understanding of your financial statements and budgets, helping you make informed decisions about your business finances.
- Better Budget Management: Learn how to create and manage effective budgets that ensure financial stability and sustainable growth for your business.
- Profitability Awareness: Understand the difference between gross revenue and profitability, allowing you to focus on increasing your net profit.
- Strategic Financial Planning: Develop long-term financial strategies that help you plan for lower profit years and maintain stability during challenging times.
- Effective Money Management: Learn to manage your money effectively, reducing unnecessary expenses and maximizing your financial resources.
- Sustainable Financial Practices: Adopt sustainable financial practices that promote long-term growth and stability for your business.
- Increased Profitability: Identify and address pain points in your business’s finances, leading to increased profitability and better financial health.
- Mindset Shift: Change your mindset about money and learn how to view your finances from a strategic perspective, leading to more informed financial decisions.
- Expense Control: Gain control over your expenses by identifying patterns in your spending and implementing cost-saving measures.
Our Process
Watch the overview
Key Benefits and Features
$0-750K in Business Revenue of
$300 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. (Additional fee)
- Private Facebook group
- Client only WinRate app
- No Contract – Cancel Anytime
$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
- 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 Quarterly Events
- All Digital Courses
- Client only WinRate app
- 12-month agreement
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.
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 SBA Group Coaching
1:1 Coaching
Quarterly Events Included
Tickets Available
Monthly Events Included
App & FB Groups
On Site Consultation – $7,500-$25,000
Detailed Program Comparison
- MONTHLY HUDDLE CALL
- WEEKLY GROUP COACHING
- QUARTERLY EVENTS INCLUDED
- APP & FB GROUPS
- MONTHLY HUDDLE CALL
- 1:1 COACHING
- QUARTERLY EVENTS INCLUDED
- APP & FB GROUPS
- MONTHLY HUDDLE CALL
- 1:1 COACHING
- QUARTERLY EVENTS INCLUDED
- MONTHLY EVENTS INCLUDED
- APP & FB GROUPS
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.
- You take an Innermetrix personality test. This gives us deep insight into how you behave and how you like to be communicated with.
- You complete an onboarding call and form going over some key specifics about what your goals are both personally and professionally.
- 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.
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.
SUCCESS STORIES AND RESULTS
See the Success for Yourself!
Watch Ben Schneider’s testimonial and discover how WinRate Consulting can transform your business and life. Hear firsthand how our proven strategies drive results. Click
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.
Get a head start on our content
@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.
How do you pair a client with a coach?
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!
What type of payment methods do you accept?
Most of our clients use a credit card or ACH account that is billed monthly
Any Guarantee?
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.
How long are your contract terms?
12 months
How many coaching calls do I get?
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.
Do you have speaking or on-site trainings available?
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.
