The Coaches & Instructors Fix Kit
Built for private-pay coaches, tutors, music teachers, swim and lesson instructors.
The money you collect for a package isn't yours yet — it's a debt you owe in sessions, and the same booking platform that took the payment isn't tracking either side of that ledger for you. This kit finds where the money leaks in your own work and gives you the steps and the words to close each one.
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The 8 leaks it covers
5 you can close it · 1 the other side owes it · 2 a pro decides
- Package cash counted as taxable income but forgotten as sessions still owedWhere to look first: Keep two lists. List one: package money received this year (what your preparer needs for tax). List two: sessions still owed for that money.Keep it from coming back: Log every package twice - as money received and as sessions owed - the day it is paid.You can close it
- Sticker rate hides a much lower real hourly rateWhere to look first: For one month, log every hour around your sessions: prep, travel, messages, admin, no-show gaps.Keep it from coming back: Before quoting a new client or package, check the price against your own real rate per hour worked, not the session rate.You can close it
- Package money spent before the sessions it pays for are deliveredWhere to look first: List every client with sessions left and how many.Keep it from coming back: Log every package as 'sessions owed' the day it is paid, and move part of it into a holding account before you spend any of it.You can close it
- Free discovery calls with no cap and no trackingWhere to look first: Count last month's free calls and how many became paying clients. Use your calendar - no estimating.Keep it from coming back: Put a time cap and qualifying questions on your booking page before your next free call. Look at calls versus paying clients every month.You can close it
- No shown-and-accepted policy before storing a client's cardWhere to look first: Check your booking or payment app: does the client see your cancellation and no-show policy and tick to accept it before their card is saved?Keep it from coming back: Make policy acceptance a required step before any card is stored, and keep the timestamp.You can close it
- Losing card disputes because there is no timestamped proof the client agreedWhere to look first: For the dispute open now, collect what you have: the booking confirmation, the policy text the client saw, any message where they agreed to it, the session date and proof it was held or missed.Keep it from coming back: Before you store any card, require a tick-box or signature accepting your policy, and save the screen or the timestamp with the booking.The other side owes it
- Package expiration terms that may not match your state's rulesWhere to look first: Pull the exact expiration and refund wording from your package terms, website and checkout page.Keep it from coming back: Before you sell the next package, have your expiration and refund wording checked once for your state, then show it at checkout and on the receipt. Re-check it when your state changes its gift-card rules.A pro decides
- Self-employment tax not set aside from session and package incomeWhere to look first: Nothing recovers this one. This kit is not getting surprised.Keep it from coming back: Set the set-aside transfer to run every time a payment lands, before the money is spent.A pro decides
Free: one full leak from this kit
No sign-up, no email. Here is leak 1 of 8 exactly as it appears in the kit, so you can see what you get before you buy.
Package cash counted as taxable income but forgotten as sessions still owed
You can close it- Keep two lists. List one: package money received this year (what your preparer needs for tax). List two: sessions still owed for that money.
- Update both every time a package is sold or a session is delivered.
- Before spending package money, check list two.
- The tax timing of package income is your preparer's call; the sessions you owe are yours to track.
Your part: Decide with your preparer how it is reported, and file yourself.
QUESTION TO MY TAX PREPARER: Hi [PREPARER NAME], I sell prepaid packages. This year I've collected [AMOUNT] in package payments, and at [DATE] I still owe [NUMBER] sessions worth [AMOUNT] at the prices paid (list attached). Could you confirm how you want this income reported for [YEAR], and whether anything about prepaid packages changes what I should set aside for tax? Thanks, [YOUR NAME]
Log every package twice - as money received and as sessions owed - the day it is paid.
What this kit can't decide for you: When income is taxed and which accounting method applies is a CPA's decision. We never advise a method.
That's 1 of 8. The other 7 come the same way in the kit: steps, words to send, a habit to keep each one closed.
Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms
What people in this work look up
When private-pay coaches and instructors go looking for answers, they search things like “tutoring rates”, “chargeback dispute”, “coaching contract template” and “coaching rates”. Those searches turn up forms, averages and other people's numbers. This kit starts from your own records instead: the 8 places money leaks in this work, where to look first and the words to send to close each one.
What you get for each leak
- Numbered steps to close each leak
- Your part, spelled out
- Words you can use: letters and scripts, ready to send (fill in the brackets)
- A habit that keeps each leak from coming back
- An honest line on what the kit can't decide for you
A page from the kit
Questions people ask
How much should I charge for coaching or tutoring?
Your sticker rate can hide a much lower real hourly once prep, free calls and admin come out. The kit has you work out the real number.
How do I win a chargeback dispute from a coaching client?
With timestamped proof the client agreed. The kit shows what to collect before you store a client's card.
Should I put a coaching contract in place for packages?
Yes. Package money is owed sessions, and expiration terms may have to match your state's rules. The kit covers both.
What it can't decide for you
This kit works from your own records. It doesn't give legal, tax, licensing or financial advice, and it never tells you what to charge. Where a CPA, attorney, insurer or state board makes the call, the kit says so and gets your records ready for them.
13-page PDF · instant download after payment · Code VYR-KIT-MENTOR-01
Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms
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