The 5 Financial Numbers Every Business Owner Must Track With Bucketlist Bombshells

It's Not About The Money

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In this episode, I chat with the incredible duo behind Bucket List Bombshells - Cassie and Shay - who met serendipitously in a Mexican coffee shop after both quitting their corporate jobs with one-way tickets. Together, they've built a freedom-based, service-based business generating over £4.5 million in revenue whilst serving thousands of women worldwide. We dive deep into their contrasting money relationships, the power of visionary-integrator partnerships, and the lessons learned from scaling sustainably.

Episode Highlights:

The Coffee Shop Origin Story - 2013

How both women independently decided corporate wasn't their dream and quit their jobs for one-way tickets to Mexico
Meeting in a Playa del Carmen coffee shop through a mutual friend
The early question that shaped everything: "What does the dream life look like for us?"
Building a business around the life they wanted to live, not the other way around
How having a mentor with an online business provided a blueprint for possibility

The Contrasting Money Relationships in Partnership

Shay's Journey (The Integrator):

Fast money growth creating challenges with holding wealth and abundance
Spending money as quickly as it came in during early success phases
Shiny object syndrome and following other successful entrepreneurs without understanding their mechanics
Identity becoming tied to daily revenue numbers and success/failure cycles
Learning to separate self-worth from business metrics
Now finding joy in CEO dashboards and empowering clients with financial clarity

Cassie's Journey (The Visionary):

"Ignore the numbers and work harder" mentality from early conditioning
Type A personality believing harder work = more money
Leading to burnout from constantly doing more: more offers, more team, more marketing
Going from 25 different offers to just one at their simplification point
Learning that scaling comes from amplifying what works, not adding complexity

Essential Financial Metrics Every Business Owner Should Track

Lead Generation Numbers: How many leads monthly from each source (word of mouth, Instagram, networking)
Lead to Sales Call Conversion: Aiming for baseline 50% conversion rate
Sales Call Conversion Rates: Most entrepreneurs guess these numbers rather than tracking accurately
Revenue vs. Profit Focus: Focusing on profit margins rather than just revenue figures
Paying Yourself First: Fixed salary approach rather than percentage-based payments to create stability

The Simplification Revolution - From 25 Offers to 3

How complexity became the enemy of clarity and growth
The realisation that confused minds don't buy and confused CEOs don't lead well
Discovering that more offers don't equal more money
Learning to say "not right now" to opportunities and creative ideas
The power of channelling creativity outside the business through art classes and hobbies

Key Business Philosophy Shifts

Business as a Marathon, Not Sprint:

Recognising different seasons in business and life
Moving away from "always more" mentality toward sustainable growth
Understanding that there's never enough when the goal is always more
Finding peace through stepping back, scaling back, and simplifying

Creative Boundaries for Visionaries:

Not asking the business to serve all creative needs
Finding outlets for creativity outside revenue-generating activities
Understanding the difference between one-time creative pursuits and sustainable business offers
Focusing on refinement and consistency rather than constant new launches

Partnership Dynamics and Communication

The importance of communicating when things don't feel aligned
Learning to trust yourself again after perceived failures
Not assuming your partner shares the same passion and vision at all times
The breakthrough that comes from honest communication about misalignment
How addressing issues strengthens both partnership and connection to vision

Practical Tools and Strategies

The Buyer Persona Deep Dive:

Going beyond surface-level target audience work
Understanding dream clients down to what car they drive and podcasts they listen to
Using real client emails and call language to refine messaging
Leveraging AI tools like ChatGPT with detailed buyer personas for better content creation
Using sales call transcripts to analyse money mindset blocks and selling patterns

Financial Stability Creation:

Creating business financial stability that supports desired lifestyle
Implementing profit-first principles with fixed salaries
Quarterly bonus structure similar to traditional employment
Removing the emotional roller coaster of percentage-based payments

Final Thought

True freedom in business comes not from doing more, but from simplifying and amplifying what works whilst building around the life you actually want to live. Success is sustainable when you understand your natural strengths, communicate openly with partners, and create systems that support both financial growth and personal fulfilment.

Chapters

00:00 Celebrating Milestones and New Beginnings

00:55 The Journey to Entrepreneurship

02:19 The Coffee Shop Connection

05:55 Defining the Dream Life

10:40 Navigating Money Mindset

16:05 Data-Driven Decisions in Business

21:15 Understanding Key Financial Metrics

26:03 Balancing Vision and Numbers

32:49 Advice for Future Entrepreneurs

43:39 Communicating Needs in Partnerships

48:46 Free Resources for Entrepreneurs

Resources:

Get my FREE book 'It's Not About The Money'

Take the Money StoryTypes® Quiz

Become a Certified Financial Coach

Join The Energy of Selling

Take the Bucketlist Bombshells Buyer Persona & Brand Messaging Questionnaire

Listen to The Future Of Money and AI With Natalie MacNeil podcast episode

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