Dream
Spreadsheets
an easy spreadsheet, with training & financial growth coaching for people who think they hate spreadsheets
For most of my life I was an absolutely classic spreadsheet avoider. Because I didn't have a clue, quite frankly. That's until I started running a business, and a very kind friend came round with a bottle of wine to teach me what she knew was an essential tool, and showed me how brilliant they can be for enabling the imagination.
For the last 5 years I've been using one amazing spreadsheet to plan, manage and track everything I earn and spend. It's easy to use, aesthetically clear, and the discipline of maintaining it has deeply healed and empowered my relationship with money.
I've been paying forward the training to friends for a while now, often also with a bottle of wine! And because I know how valuable the thinking process can be to plan growth, release blocks around money and help people realise their creative and financial dreams, I'm now running a proper course for others who might be ready to take their finances to another level.
Spreadsheet training, goal setting & accountability.
what the spreadsheet gives you
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Very easy-to-use spreadsheet template that can be tailored to reflect your circumstances, needs and goals.
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Automatically updates annual and monthly charts as you enter progress.
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Monthly and annual records of every penny you spend and receive, broken down into categories of your choice.
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The ability to separate out variable expenses, regular bills, investments, savings and debt so you can compare your outgoings, prioritise and plan ahead.
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Set spending and savings budgets and forecasts, and compare your plans with actual spending month by month.
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Forecast income, set goals across different income streams and creative projects, and plan ahead with clarity.
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Test out pricing models so you can make sure you're charging enough.
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Calculate and monitor your net worth and growth goals month by month, comparing progress over a whole year.
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Helpful visual charts that automatically update so you can see your progress at a glance, monthly and annually.
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Bills calendar to keep track of when payments go out.
- Priority lists for each month so you can check off progress.
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Marketing and business KPIs goal tracking.
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Credit score tracking.
If you're a spreadsheet pro already, this might not be something you need. You may prefer to keep track of your spending with automated business accounting software like Xero or Quickbooks that can be adapted to your personal finances. I also love Monzo banking, which provides a degree of category tracking, as well as the ability to save into different pots.
But what I love most about this spreadsheet, and why I've stuck with it for so many years, is the level of detail I get, the manual discipline of checking in each week to nurture and prioritise my relationship with money, and most importantly, the facility it provides for me to plan, dream and track long term.
It's primarily a tool for self empowerment. The first place I go when I've got a new idea brewing, to see how it might actually work in reality, and what steps will be needed to make the dream possible. And it's a place for me to look back, gain perspective, give myself a kick up the behind when it's time to press the accelerator, or a pat on the back because I can actually see that my hard work is paying off.
why I love this spreadsheet
Agnes is the best of colleagues. She excels at design, bringing our vision... to life in the best way possible. And she’s an excellent business leader and partner. A true professional and a pleasure to work with. Grateful for the opportunity to collaborate with her.
VISA
Head of Global Innovation Activations
Capable and reliable, Agnes brings a keen intellect to her work and is a valued addition to any team.
BBC COUNTRYFILE MAGAZINE
Production Editor
We benefited greatly from Agnes’ expertise to sharpen our business focus and put in place practical measures which will help us to deliver on our next corporate plan. She was a joy to work with.
HOUSING LIN
Chief Executive
Very much in command of her subject matter: creative, technically knowledgeable and in tune with the essence of good comms and messaging. Working with Agnes was a consistent pleasure!
TDi SUSTAINABILITY
Head of Research
I have worked with Agnes for several years and I highly recommend her as a collaborative genius. Her attention to detail is second to none and she is an asset to any team.
MUCH BETTER
Business Development Specialist
Agnes is fantastic to work with, bringing the insights and creativity that I wanted for my website, but couldn't do alone. I thoroughly enjoyed working together and the aftercare and marketing plan, social media etc have all been of a very high standard and quality.
GRIEF & LOSS THERAPIST
Flora Jardine
I enjoyed working with Agnes, she was both professional and diligent throughout our time working together. A great team player to have had the opportunity to work with.
BARCLAYCARD
Head of Product & Partnerships
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A personal copy of the amazing annual spreadsheet for you to use and adapt for life.
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A 4-session training course on how to set it up, use it for goal-setting & longterm tracking.
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6 months of technical support & goal growth webinars for long-term. accountability
Spreadsheet + Training + Accountability
BRONZE
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Everything in Bronze
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Plus 6 months of personal business coaching sessions to deeply establish your goals, develop your practical business skills and power up your growth.
Bronze + Personal & Business Coaching
SILVER
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Everything in Bronze & Silver
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Plus a bespoke strategic roadmap for the top 3 marketing & business development activities that will make a real impact on your project or business over the next 6 months.
Silver + Business & Marketing Strategy
GOLD
A lot comes up when you start using this spreadsheet. It's fun, creative, expansive - you build a clear financial picture of your actual needs and longer-term desires, and start putting steps in place to create those new realities. You are also going to experience practical and emotional resistance. It can be deeply triggering to face our habits in extreme detail, and the doubts and fears that have already been holding us back will rise to the surface as we come face to face with our dreams.
Tailoring this spreadsheet to your life requires an initial burst of focus, and maintaining it requires discipline. This training works best when you've got someone holding you accountable to your ambition, helping to clarify your deeper purpose and long-term goals while you go through the set up process. And then you'll need ongoing support with any emotional blocks and technical questions that will almost certainly come up while you integrate this tool into your routine.
So I've decided to offer the training at a range of levels. There's a foundational spreadsheet training course that's accessible and achievable for as many people as possible, while also providing the long-term accountability that's critical for success. And then there are two additional levels with deeper practical and emotional support available for those who are ready to prioritise financial growth: one with coaching and the other with both coaching and technical business strategy aligned to the goals we'll set together, and supporting your journey towards them.