KPI Spreadsheet (Mega)

Download a sample, blank KPI spreadsheet to help get you inspired for growing and evolving your business. This spreadsheet is my love child and has been continually improved upon for many years. It has the following worksheets: KPIs, Budget, Operation Expenses, AutoPay Pricing, Pricing Worksheet, Retention Targets, Retention Strategies, Marketing Targets, Marketing Strategies Calendar, Marketing Strategies Details, and Retention Reports. It was originally designed for use with the MINDBODY software system, but could be modified for others.

The State of the Wellness Industry is booming, and isn't expected to slow down any time soon. Watch as MINDBODY Consultant Roxy Borger and Amaya Weddle, Director of Research and Insights, shared current industry trends and exciting growth to come live from the 2018 BOLD conference in San Diego, California.

KPI & Pricing Videos

Get detailed instructions on how to get key metrics on your business within your MINDBODY system. Get studio averages and good targets to shoot for based on research and industry trends. Get my best practices surrounding pricing to optimize the lifetime value of your current customers.

Retention Videos

Get retention inspiration to counter your retention challenges in the wellness world. You’ll find videos that I highly suggest watching for inspiration surrounding Sales Processes, Alerts, Emails, and Texts, Upselling, and Retention Best Practices.

KPI Spreadsheet (Simpler)

This is a google spreadsheet template for businesses to take stock of where things are today and to be able to get this data quickly, within 20 minutes. It’s a simplified version of the mega KPI sheet we also share. This is what we ask clients to fill out before we work together consulting so we start with a good overarching view of business opportunities and reality. Make a copy of this to your own Google drive so you can edit and make it your own. Coming soon, a video to show you how to fill it out!

Marketing Videos

Get a better handle on marketing your business with some great tips and tricks from our work with MINDBODY University.


Get access to MINDBODY’s Online Certification Programs, New Business Resources, Learning Paths (Formerly, MBU on Demand), and Software Education Resources.

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Business Plan Template

Get a free Business Plan Template to help you organize your vision and thoughts for your studio. Keep your eye on the prize!


Budget Template

An editable excel budget with multiple pages and formuals for tracking and projecting Annual & Monthly Revenue, Operating Expenses, and Variable Expenses.



iKizmet provides a visual business intelligence system designed specifically for fitness and wellness businesses based on the MBU KPI sheet. Their visual platform automates KPI reporting and eliminates the process of generating, gathering, and assembling reports from MINDBODY so you can access key performance data at anytime, helping you to gain important insight about your business..

Prestige Business sales

Prestige Business Sales, Mergers & Acquisitions is a great business resource for those looking to possibly buy or sell a wellness business.  Mr. Bayus is the President and Managing Director of Prestige and helped me (Roxy) feel comfortable buying my yoga studio in 2011, selling it in 2016, and has since advised many Liberate Your Biz clients.  He offers one-on-one advice, business evaluation services, and more.  As an advisor to owners of privately held companies, institutional and private investors, his business dealings primarily focus on business sales, acquisitions and mergers.   Gary is a seasoned and accomplished dealmaker who understands the process, the market place, the needs of sellers, and the goals of buyers.


Brandbot is all about automating your marketing and sales process so you can better retain your customers. They did tons of research in their design phase and are very well aligned with the best practices we know work. Price ranges from $99-$299/mo based on the amount of active customers you have in your CRM. Great option for class-based businesses. Our clients love the text features lately.

FitGrid is all about helping improve retention and community with technology. FitGrid lets you view and manage instructor and customer communications and connections. Their tools make it easy for you to see which classes are working and which aren’t. It provides ways for you to easily see instructor performance. Their product will save you tons of time and make it easier for you to ensure the quality of your services.

LiveEdit is your one stop shop for digital marketing. Their websites look professional and incorporate many best business practices from our perspective. Their content management system allows you to have control over updates to your website with over 20 drag and drop buttons to easily incorporate data from your live MINDBODY site. Their newsletters, mobile features, and text features are unique and so powerful for small wellness businesses. They were able to give me the website I dreamed of after one short phone call. I can’t believe I waited so long to improve my website. They have options as low as $99/mo.


First step in ensuring your business success is to take stock of where you are today. New businesses should take this opportunity to set goals. Established businesses can take this opportunity to review where the opportunities for growth exist. We want to know where we begin so we know if and how any changes we make help or hurt.


Take a look at your existing pricing and ensure you are optimizing the lifetime value of your customers.


Set up a formal sales and communication process to ensure you are converting as many new customers as possible into members and long term customers


Review your existing marketing strategies, what is working, what isn’t, set up a plan to ensure you are getting an optimal amount of new customers.