$19 — Client-Ready Business Systems: Self-Guided Course & Workbook
Ready to make your client work feel more organized and professional? Client-Ready Business Systems gives founders a practical path for shaping the client journey—from the first inquiry and consultation to proposals, project delivery, closeout, & follow-up. Work at your own pace with concise guided tools you can adapt t...
Business Consultant > Consulting, Education & Training
•Kansas City, MO
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90-Day Business Growth Planner
Turn your next 90 days into focused, manageable action. This digital workbook and tracker helps entrepreneurs and small-business owners clarify goals, organize priorities, and track progress. It includes a 20-page growth workbook, editable 7-tab Excel tracker, 90-day action roadmap, lead generation and follow-up tools, revenue and cash-flow worksheets, and weekly business reviews. Digital download only; no physical product will be shipped. Results depend on individual implementation and business circumstances.
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$19
Build With 318 Lead Tracker | Excel Spreadsheet for Small Businesses
Keep potential clients organized and make follow-up easier with the Build With 318 Lead Tracker. This editable Excel workbook gives you one place to record inquiries, monitor conversations, track next steps, and see the value of your sales pipeline. Your download includes: - An editable Excel workbook with space for up to 100 leads - A summary dashboard for total leads, new leads, scheduled appointments, follow-ups, proposals, clients won, and pipeline value - Dropdowns for lead source, business stage, appointment status, lead status, and priority - Fields for contact and business details, service interest, follow-up dates, estimated value, next action, and notes Designed for startups, freelancers, consultants, and small service businesses that want a straightforward way to manage prospective clients. Digital download: One Excel workbook (.xlsx). Microsoft Excel or a compatible spreadsheet app is required. This is a self-guided template; consulting services are not included.
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$9.99
Build With 318 SOP and Workflow Starter Kit
This practical starter kit helps you capture how a task is done, clarify who owns each step, make handoffs visible, test a process before rolling it out. INCLUDED: 12-page print-ready PDF workbook Editable Word template pack Process snapshot worksheet SOP setup & step-by-step procedure templates Quality checks, exceptions, and escalation planner Workflow mapper & decision/handoff planner RACI responsibility matrix 30-day rollout tracker Example for responding to a new inquiry Review & release checklist FOR WHO? Startup founders & small-business owners who want to document recurring tasks, reduce confusion around handoffs, and make everyday work easier to repeat. Choose one task, map how it works today, draft the procedure, test it with the people involved, & revise it before adopting. IMPORTANT: This is an educational business operations resource, not legal, tax, HR, financial, safety, or regulatory advice. Review against requirements that apply to your industry & location.
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$19
First Client Action Kit
Want to start reaching potential clients but aren’t sure what to say or do first? The First Client Action Kit is a practical, self-guided workbook for service-based founders who want a simple way to begin. Clarify your first offer, identify a small group of relevant prospects, start thoughtful conversations, and follow up with care. Inside, you’ll find offer-clarity worksheets, prospect-finding prompts, customizable outreach messages, a 15-minute conversation guide, follow-up scripts, and a seven-day action sprint. Includes one printable PDF workbook. General business education; no client, revenue, or funding outcomes are guaranteed.
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$9.99
30-Day Client Acquisition Sprint
Finding clients can feel unclear when your offer, outreach, and follow-up are all being built at once. The 30-Day Client Acquisition Sprint gives you a focused plan to test one offer and create consistent, respectful marketing actions. Inside, you’ll clarify who you help, define what your service includes, choose channels that fit your audience, create a small relevant prospect list, personalize outreach, plan useful content, guide an introductory conversation, follow up with care, and review what you learned. A day-by-day calendar and simple tracker help you keep moving without relying on mass messages or pressure tactics. Includes: printable PDF workbook and editable Word workbook. Best for: early-stage founders, independent consultants, and small service businesses ready to build a more consistent approach to finding clients. This is a self-guided educational resource. It does not promise clients, revenue, funding, or business outcomes.
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$34.99