Money Moves Strategy Session
Business planning. Except we focus on money over mission.
Most businesses are good at what you do — probably exceptional. But expertise doesn’t automatically translate to revenue. Businesses I work with are often losing money in non-obvious places: potential buyers don’t understand what’s “in it for them”, follow-ups that never happens, hidden pricing (or pricing that made sense two years ago.)
Money Moves is a 90-minute strategy session where we map exactly how revenue flows through your business — what’s working, where the top friction points are, and what is the best, highest-leverage next move.
Then we figure out where AI can empower your revenue journey. Not as a replacement for your voice or your ideas. But where it can close the gap between idea and execution.
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Where Most Businesses Are Losing Revenue
Most of the businesses I work with are losing revenue in at least one of five places:
Underselling Yourself — Customers go elsewhere because of how you you present your value.
Customer Acquisition — People don’t know how to buy from you. No clear next step, no obvious door to walk through. No reason to buy. If this is your top friction, we can outline a simple acquisition system so the right people find you, understand why they should work with you, and know exactly what they need do next.
Retention & Repeat Revenue — Money left on the table from lapsed customers who would come back if you just asked. If this is you, we identify a system for who’s gone quiet and build a follow-up rhythm that brings them back without feeling desperate.
Pricing & Margin Clarity — Revenue that looks fine until you realize the profit isn’t there. We map your offers against your real costs so you know which work is worth doing and where you should charge more.
Referral & Partnership Channels — You focus on word of mouth but you aren’t tracking results. If this is you, we ideate how to turn those casual recommendations into a repeatable system you can count on.
I Want to Map My Money Moves🌿 🌿 🌿 🌿 🌿
What We Cover
In 90 minutes, we find the one place where we can move the needle the most. You’ll leave with a clear picture of where your revenue is leaking, which leak matters most right now, and exactly what to do next.
✨ Your Revenue Picture
Where is money coming from? Who are your best customers and what did it take to get them? We map your real revenue streams and talk about what’s working to attract new customers.
✨ The Reputation-Revenue Gap
If your expertise, your visibility, and your pricing aren’t aligned, you’re leaving money on the table every day. We find where that gap lives and what it’s costing you. (Read More: Are you a Timex or a Rolex?)
✨ The Leaks
Missed follow-ups. Tire kickers eating your time. Offers with no path to repeat or monthly business. We walk through your business like a customer would — and spot what’s not landing for them.
✨ Where AI Can Smooth the Gaps
Once we know where the leaks are, we figure out where AI can close them — lead capture, follow-up, pricing, scheduling, or something specific to your business.
What You Walk Away With
A clear picture of your revenue flow, where it’s breaking down, and your single best next move — plus a summary you can actually use.
This is for you if:
- You have one core offer and can’t figure out why more people aren’t buying
- You’re busy but not growing the way you expected
- You want to use AI but don’t know where it actually fits in your business
- You’re ready to stop guessing and start moving
Does it pass the Barista Test?
Your strategy should be simple enough to explain to your barista and clear enough that they could repeat it back. If it isn’t, we fix that too.
Let’s build your next move…
I Want to Map My Money Moves🌿 🌿 🌿 🌿 🌿
Meet Monica Poling
Turn what you know into what you’re known for.
Hey there, I’m Monica — an Albuquerque-based AI educator and business strategist. I’ve spent two decades turning story into strategy and strategy into revenue. My work has secured millions in funding for organizations across the country. Today, I focus on AI as empowerment — upskilling teams, building AI tools that attract and convert customers, and weaving AI into your whole-business growth strategy.
Schedule a Free Vision Call🌿 🌿 🌿 🌿 🌿
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What Clients are Saying
Melquea Smith
Monica is as sharp as it gets! She’s incredibly knowledgeable and will give you actionable advice on your next steps depending on your goals. She instantly suggested that I raise my prices, something that service providers and artists, especially Black artists raised as women rarely do.
I appreciated her giving me that permission. I really needed to hear that. If you’re thinking about working with Monica, stop thinking about it and do it. You won’t regret it.
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Sue Berrie
BLU IV Wellness
Monica, I can’t thank you enough for your support and guidance. As someone who was initially worried I might be too mature to enter the world of entrepreneurship, I can’t believe how you boosted my confidence and helped me create a plan designed specifically for my career goals.
Working with you was a game-changer.
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Philip Lamar
Monica guided me every step along the way, so I never had to figure out anything on my own. I highly recommend Monica to anyone needing business consulting. With her wide variety of knowledge, experience, and expertise, you can be assured that your business will skyrocket!.
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