Your Vision
V
The Big Picture
Where do you want to be on 31st July — professionally, financially, personally?
"You can’t hit a target you can’t see. Write your vision so clearly that it feels like a memory of the future."
— Nicole Henry
Write in the present tense, as if it has already happened. Be specific.
Niche & Identity
N
Who You Serve
Your niche is your power. Vague serves no one. Specific changes lives.
Who specifically? Be as precise as possible.
What transformation do you provide? What problem do you solve?
The deeper why — the emotional outcome they are really after
Month by Month Goals
M
Your Monthly Roadmap
Break the 90 days into three clear chapters — each with a focus and a goal.
May · Foundation
Main focus
3 goals this month
How I will measure success
June · Build
Main focus
3 goals this month
How I will measure success
July · Launch
Main focus
3 goals this month
How I will measure success
Platform Strategy
P
Where You Will Show Up
Pick your primary platform and commit. Showing up inconsistently everywhere is worse than consistently somewhere.
Pick 3–4 themes that sit inside your niche
Client Acquisition
C
How You Will Get Clients
Define your route to revenue — whether B2B, B2C or both.
B2C · Individuals
B2B · Organisations
Honest Reflection
R
What Has Held You Back
Naming it is the first step to moving past it.
Counsellor to CEO · Nicole Henry — this document is yours to keep
This Review
The 6 Pillars of Your Whole Life
S
Spiritual
Connection · Purpose · Inner peace · Faith · Alignment
How connected did I feel to myself and something greater this month? (1–10)
F
Financial
Income · Savings · Money mindset · Financial security
How financially secure and in control did I feel this month? (1–10)
Anxious
Neutral
Secure
H
Health
Body · Energy · Sleep · Movement · Rest · Nourishment
How well did I take care of my body and energy this month? (1–10)
Low
Mixed
High
Poor
OK
Good
R
Relationships
Family · Friendships · Community · Love · Support systems
How nourished did my relationships feel this month? (1–10)
No — I struggled alone
Sometimes
Yes — I reached out
M
Mental Transformation
Mindset · Growth · Beliefs · Emotional processing · Resilience
How much did I grow mentally and emotionally this month? (1–10)
P
Purpose
Impact · Legacy · Contribution · Calling · The work that matters
How aligned with my purpose did I feel this month? (1–10)
The Big Picture
NH
Your Monthly Score
Drag each bar to reflect your honest rating across the 6 pillars this month
Spiritual
5
Financial
5
Health
5
Relationships
5
Mental
5
Purpose
5
Counsellor to CEO · Monthly Holistic Review — Nicole Henry
About You
Income & Offers
I
Current Revenue Picture
Be honest — no one is judging. This is your starting point.
Average monthly income from your practice / business
Include all income streams — sessions, packages, workshops etc.
Number of active paying clients / sessions per week
My current session / hourly rate
Do you have a clear pricing structure that you feel confident about?
No — undercharging / unsure
Sort of
Yes — clear & confident
Platforms & Online Presence
PL
Your Digital Footprint
Where do you exist online — and what is actually working?
Instagram — handle & follower count
Score /10
LinkedIn — profile & connection count
Score /10
Website (if you have one)
Score /10
Word of mouth
Instagram
LinkedIn
Directory
Agency / employer
No clients yet
Niche & Clarity
Write what you would actually say right now — not what you think you should say
Your Audit Snapshot
Rate yourself honestly — this is your baseline
Income / Revenue
3
Niche Clarity
3
Online Presence
3
Content
3
Client Pipeline
3
CEO Confidence
3
One thing I want Nicole to know before my 1:1
Counsellor to CEO · Business Audit — Nicole Henry
Send Your Progress

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