The Catalogue
Kits for the situations
that actually come up.
Every kit is a bundle of implementation assets built around one operational moment. Download it. Deploy it the same day.
- Business Admin Dashboard
90-Day Cash Forecast Dashboard
Rolling cash flow tracker for freelancers managing irregular income and Net 60 gaps.
◆ PDF Guide◆ Excel Dashboard◆ PDF Cheatsheet - Sales & Proposals Follow-up Kit
Proposal Follow-Up Playbook
5-touch follow-up system for consultants tracking open proposals
◆ PDF Guide◆ Script Pack◆ Word Template◆ PDF Cheatsheet◆ Excel Dashboard - Client Acquisition Offer Kit
Specialization Decision Playbook
Niche positioning kit for independent consultants ready to stop competing on price.
◆ PDF Guide◆ Word Template◆ PDF Checklist◆ PDF Cheatsheet - Offer Creation Offer Kit
Hourly to Offer Playbook
6-week productized service launch kit for independent consultants and freelancers.
◆ PDF Guide◆ Word Template◆ PDF Checklist◆ PDF Cheatsheet - Client Acquisition Outreach Kit
Reply-to-Booking Funnel Kit
Cold reply to booked call — email scripts and tracker for independent consultants.
◆ PDF Guide◆ Script Pack◆ Word Template◆ Excel Dashboard◆ PDF Checklist - Content Operations SOP Playbook
Podcast Repurposing SOP Kit
Episode-to-four-channels workflow SOP, checklist, and templates for solo podcasters.
◆ PDF Guide◆ PDF Checklist◆ Word Template - Client Acquisition Follow-up Kit
48-72 Hour Referral Ask System
Referral ask templates, tracker, and timing system for independent consultants.
◆ PDF Guide◆ Script Pack◆ Word Template◆ Excel Dashboard◆ PDF Checklist - Sales & Proposals Proposal Kit
The $35K Proposal Kit
Proposal structure, pricing logic, and objection scripts for $20K–$80K engagements.
◆ PDF Guide◆ Word Template◆ calculator_xlsx◆ Script Pack◆ PDF Checklist - Client Acquisition Follow-up Kit
48-Hour Referral Window Kit
Referral ask workflow for freelancers and consultants at project close.
◆ PDF Guide◆ Script Pack◆ Word Template◆ Excel Dashboard◆ PDF Checklist - Sales & Proposals Prompt System
Rate Conversation Playbook
Pricing objection response system for independent service operators.
◆ PDF Guide◆ PDF Cheatsheet - Sales & Proposals Follow-up Kit
Rate Increase Playbook
Scripts, templates, and timing system for raising rates on existing clients.
◆ PDF Guide◆ Script Pack◆ Excel Dashboard◆ Word Template◆ PDF Checklist - Client Operations SOP Playbook
Scope Change Playbook
Scripts, templates, and a decision tree for mid-project scope requests.
◆ PDF Guide◆ PDF Checklist◆ Script Pack◆ Word Template - Business Admin Follow-up Kit
Overdue Invoice Follow-Up Kit
3-message AR sequence and tracker for consultants chasing payment.
◆ PDF Guide◆ Script Pack◆ Word Template◆ Excel Dashboard◆ PDF Checklist - Ecommerce & Fulfillment SOP Playbook
Black Friday Returns Playbook
Return fraud and chargeback defense kit for DTC ecommerce operators.
◆ PDF Guide◆ PDF Checklist◆ Word Template◆ calculator_xlsx - Sales & Proposals Pricing Tool
Hourly to Fixed Proposal Kit
5-tool bundle for consultants quoting their first fixed-price project.
◆ PDF Guide◆ calculator_xlsx◆ Word Template◆ Script Pack◆ PDF Cheatsheet - Sales & Proposals Client Operations Kit
Scope Lock: Project Agreement Kit
Pre-kickoff SOW bundle for service operators who bill flat-project fees.
◆ PDF Guide◆ Word Template◆ PDF Checklist◆ Script Pack◆ Excel Dashboard - Client Acquisition Outreach Kit
Monday Morning LinkedIn Sequence
3-step connection-to-call kit for independent consultants.
◆ PDF Guide◆ Script Pack◆ Excel Dashboard◆ PDF Checklist - Business Admin SOP Playbook
Client Folder Structure Playbook
Folder system and contractor onboarding kit for consultants with 20+ active clients.
◆ PDF Guide◆ PDF Checklist◆ Word Template◆ PDF Cheatsheet