Booked & Balanced™️ is a practical forecasting tool for service providers ready to grow without burning out.
 
 
📊 What It Is
Booked & Balanced™ is a powerful, editable forecasting spreadsheet that helps coaches, consultants, and service-based entrepreneurs get crystal clear on how many clients they can realistically serve—and exactly when it’s time to hire.
Concentrated operational clarity for business owners who wear all the hats.
 
✅ What It Helps You Do
Forecast your true service capacity based on your weekly workload
Account for marketing, sales, admin, and CEO time, not just delivery
See how many clients you can serve sustainably
Identify when your team is nearing capacity
Plan for hiring or delegation before things break
 
🔧 What’s Inside
📈 Time Allocation Calculator – See where your workweek goes
👥 Client Load Forecaster – Know your ideal number of active clients
📉 Hiring Trigger Dashboard – Get alerts when you're nearing overload
🧮 Scenario Planner – Compare solo vs. team delivery models
✅ Pre-built formulas + color-coded fields
📝 Instructions tab + editable cells so you can plug in your numbers fast
 
🧡 Made For:
Coaches, consultants, freelancers, and agency founders
Creators who want profit and presence, not just hustle
Entrepreneurs scaling their team or client roster
Business owners who want numbers to back up their hiring decisions
 
🔐 Tech Notes:
Works in Google Sheets and Excel
No complex formulas—everything is editable and beginner-friendly
Includes sample data so you’re never starting from a blank page