Business Toolkit & Templates
Tools and templates designed to help you build clarity, structure, and operational confidence
Embedded Files
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Business Foundations
Business Foundations
Business Intake Form (PDF/Google Doc)
A structured form to capture client information and service needs.
Vision-to-Impact Roadmap
A strategic planning tool to outline goals, milestones, and growth phases.
Operations & Systems
Operations & Systems
SOP Starter Pack
Includes: SOP outline, SOP template, process flow checklist.
Workflow Map Template
A formatted document for outlining service delivery steps.
Staff Onboarding Checklist
Perfect for new hires or interns.
Financial Structure
Financial Structure
KPI Dashboard (Google Sheets)
Customizable dashboard for key business metrics.
Budgeting Template
Simple income/expense tracking for small businesses.
Project Management
Project Management
Project Timeline Template
Visual timeline for tracking tasks and deadlines.
RACI Responsibility Chart
Clarifies team roles and accountability.
Administrative Templates
Administrative Templates
Document Request Checklist
Used for clients needing document help.
Life Transition Support Packet
Divorce/bankruptcy support (non-legal guidance).
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