Business Toolkit & Templates
Tools and templates designed to help you build clarity, structure, and operational confidence
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Tools and templates designed to help you build clarity, structure, and operational confidence
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.
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.
KPI Dashboard (Google Sheets)
Customizable dashboard for key business metrics.
Budgeting Template
Simple income/expense tracking for small businesses.
Project Timeline Template
Visual timeline for tracking tasks and deadlines.
RACI Responsibility Chart
Clarifies team roles and accountability.
Document Request Checklist
Used for clients needing document help.
Life Transition Support Packet
Divorce/bankruptcy support (non-legal guidance).