— FEATURED · MMXXVI —
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02 AM · LIBRARY
— PLANNING KIT · BESTSELLER —
DIY Planning Kit
An entire annual plan in one workbook.
A structured operator's planning kit covering revenue modeling, capacity planning, hiring forecasts, and quarterly milestones.Includes a three-statement financial model, scenario planner, and quarterly review templates.
— WORKBOOK —
Workbook Bundle
The complete library starter pack — pricing, hiring, planning, ops, and risk. Saves $60 versus buying individually.Five guided workbooks delivered as a single download package. ...
— TEMPLATE —
Single Template
Choose any single workbook from our library — pricing, hiring, planning, ops. PDF + editable formats included.Lifetime updates. 100% credit toward any paid engagement within 90 ...
— PLANNING KIT —
Quarterly Review Kit
Frameworks and templates for running quarterly business reviews — KPIs, retrospectives, and forward planning.The cadence that turns busy quarters into compounding ones.
— TEMPLATE —
Pricing Worksheet
A guided worksheet to audit current pricing, calculate true margins, and structure a rate card that compounds.Built from the same architecture used in our paid Pricing Audit eng...
— WORKBOOK —
Operations Workbook
A guided self-audit workbook for documenting workflows, identifying bottlenecks, and building your first SOPs.The starter kit for service businesses ready to move from improvisa...
— TOOLKIT —
Onboarding Toolkit
Structured 30/60/90 day onboarding plans for new hires — including check-in templates and evaluation rubrics.The retention work that makes hiring worth it.
— CONTRACT —
NDA Templates
Two professionally-drafted NDA templates — mutual and one-way — for use with clients, contractors, and vendors.Confidentiality made portable.
— TOOLKIT —
Hiring Toolkit
Job descriptions, interview scorecards, offer letters, onboarding sequences — the operator's complete hiring kit.Adapted from our $2,500 Hiring Blueprint engagement.
— PLANNING KIT —
Financial Model Lite
A simplified three-statement financial model for service businesses — Excel & Google Sheets compatible.Adequate for most operators in their first $1M of revenue.
— PLANNING KIT —
DIY Planning Kit
A structured operator's planning kit covering revenue modeling, capacity planning, hiring forecasts, and quarterly milestones.Includes a three-statement financial model, scenari...
— CONTRACT —
Contract Pack
A complete set of professionally-drafted contract templates for service businesses. Editable, attorney-reviewed, ready to customize.The four contracts every service business nee...
— TEMPLATE —
Compliance Checklist
A field-ready checklist to assess regulatory readiness, contract gaps, and operational risk for service-based businesses.Walk through the entire audit in a single sitting and su...
— TOOLKIT —
Complaint Toolkit
Response templates, escalation paths, and recovery scripts for handling client complaints with composure.The framework for turning hard moments into kept clients.