Setting Your Author Milestones
It’s time to stop wishing for random numbers and start designing your publishing roadmap.
Once you’ve taken our assessment quiz and stared your current financial reality in the face, the very next question is always: “Okay, but how do I get to where I want to go?” Too many writers pick a big, shiny financial goal out of thin air—like "making $5,000 a month"—without actually understanding the mechanical gears required to produce that money. They treat their income like a lottery ticket, hoping the next release magically hits the jackpot.
As an Author-CEO, you don’t guess. You build. To help you bridge the gap between where you are right now and your ultimate dream, let's look at what three major author milestones actually look like behind the scenes—and the exact publishing mix it takes to hit them.
Milestone 1: The Extra Cash Cushion ($1,000 – $2,000 / month)
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What this does: This is the milestone that completely changes your day-to-day life. It pays for your monthly groceries, covers your car payment, and completely clears out the upfront production costs of your upcoming book releases.
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The Publishing Mix: * You don't need a massive 30-book backlist to hit this. You can easily achieve this with 1 to 2 active series (totaling 3 to 6 books).
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At a standard $4.99 price point (generating roughly $3.50 in royalty), you need to sell about 300 to 600 books a month across your entire catalog. That breaks down to just 10 to 20 book sales a day.
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The Strategy: Focus heavily on maximizing read-through. Keep your storefronts polished, establish a basic, automated newsletter funnel to capture readers, and use a Profit Snowball approach. This means you take a small, fixed percentage of the royalties from your first book (say 20%) and roll it directly into ads. As those ads generate more book sales and higher royalties, that 20% budget automatically grows bigger, creating a self-funding "snowball" effect that keeps those 10 to 20 sales a day rolling in consistently without you having to dip into your personal bank account.
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Milestone 2: The Studio Freedom Fund ($5,000 / month)
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What this does: For most creators, this is the magic tipping point. This is comfortable, full-time living money in many parts of the world. It gives you the financial security to drop down to part-time hours at a day job, hire a dedicated Virtual Assistant to take admin off your plate, and aggressively fund your long-term investment accounts.
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The Publishing Mix: * To sustain this long-term without burning out, you generally need an established ecosystem of 2 to 4 completed series (around 10 to 15 books total in your backlist).
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To hit this milestone, you stop relying solely on standard ebook sales. Instead, you treat your intellectual property like a diversified portfolio.
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There is no "one-size-fits-all" formula here. Depending on your genre, you might be a Kindle Unlimited powerhouse, or you might be a "wide" author crushing it across multiple storefronts. The goal isn't to hit an exact percentage, but to stack your formats so your income isn't resting on just one pillar.
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Your unique revenue stack will be a blend of these core streams:
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Ebook Royalties: Your baseline digital income (whether that’s Amazon exclusivity or being wide on Kobo, Apple, and Barnes & Noble).
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Print & Premium Formats: Standard paperbacks for casual readers, plus high-margin Special Edition Hardbacks (gilded edges, foil covers, or bonus chapters) sold via Kickstarter or directly to fans on your website.
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Audiobooks: Passive income sustained through platforms like ACX, Findaway Voices, or direct-to-consumer audio apps.
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Global Rights & Translations: Revenue stacked from translating your books into major foreign markets (like Germany, France, or Italy) or licensing those rights out.
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The Strategy: This milestone requires a shift from pure "author" to "portfolio manager."
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Instead of just trying to sell more digital books on a single storefront, you focus on maximizing Reader Lifetime Value (LTV). When a superfan discovers your world, they should be able to consume it exactly how they want to.
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By layering paperbacks, special editions, audio, and translations on top of your ebooks, you ensure that every single fan is worth significantly more to your business. That extra padding is what allows you to comfortably out-spend the competition on ads and scale your profits safely.
Milestone 3: The Creative Empire ($10,000+ / month)
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What this does: You are running a highly profitable, fully operational commercial publishing house. You have complete financial independence, a team handling your day-to-day operations, and the ability to fund massive creative projects entirely in cash.
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The Publishing Mix:
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This level of scale requires a deep, mature backlist (20+ titles) combined with an omnichannel distribution approach. You aren’t just selling on standard retailers anymore.
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The Diversified Mix:
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Direct-to-Consumer Sales: Selling your ebooks, paperbacks, and merchandise directly to readers from your own website (using tools like Shopify or Kickstarter), keeping 90%+ of the profit margin.
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Special Editions: High-margin print runs (hardcovers with sprayed edges and foil stamping) manufactured globally and sold at a premium price point ($40–$60+ per book).
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Subsidiary Rights: Licensing your foreign translation rights or audio rights to international publishers for upfront lump-sum advances.
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The Strategy: At this milestone, you are managing international banking structures (like Wise) to stop currency bleed, building out corporate legal entities for asset protection, and treating your writing time as a highly protected resource while your operational team handles marketing and customer service.
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WORDS FROM JO AND JODI: Look at these milestones like the outline of a gripping trilogy. You cannot write the epic climax of Book 3 until you’ve taken the time to establish the characters and stakes in Book 1.
If you are currently making $200 a month from your writing, do not stress yourself out trying to build a complex direct-sales Shopify store or order 500 leather-bound books from an overseas factory. Focus entirely on the Milestone 1 blueprint: nail your covers, write a great story, and secure your first 15 sales a day.
Map out your current target, build the specific publishing mix designed to feed it, and let’s take your empire to the next level—one intentional milestone at a time!
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ACTIONALBLE ITEM: Take a look at this list and figure out where you are. Then, read the strategy and work out how to implement it. ​

Need a Little Extra Plot Support?
While our community and resources are built to give you the tools to succeed on your own, we know that sometimes your business finances require a custom approach. If you’re feeling stuck, facing a complex situation, or simply want expert eyes on your business, we’re here for you. You can book us directly for tailored, one-on-one support. Don't let financial stress stall your creativity—let’s get your books balanced together.
Done-for-You Bookkeeping: Let us handle the spreadsheets and tracking so you can stay focused on writing your next bestseller.
Sit down with us to map out a sustainable, long-term financial strategy for your entire creative career.
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