The Suite Library
Tools, templates and services for every part of your business
Browse by department or by format. Start with a free resource, pick up a template or toolkit, or bring in done-for-you help when you need it.
Best Self Planning KitQuarterly, weekly, daily and monthly planning worksheets in one PDF.$27 · one-timeView →Freelancer’s Guide to Getting StartedSeven steps from your first idea to your first paid client.$17 · one-timeView →How to SaaS Guide7 steps from service business or idea to recurring software revenue.Free guideView →Suite Strategy CallWalk through the business and the first 90 days.30 min · no pitchView →Financial Performance ScorecardScore your FP&A maturity before you talk to anyone.Free · 15 minutesView →Financial Forecasting Template Pack12-month revenue forecast, expense budget, cash position tracker.$29 · one-timeView →CEO Scorecard Dashboard15-KPI Excel/Sheets dashboard with automatic red/amber/green scoring.$97 · one-timeView →Financial VisibilityP&L by service line, KPI dashboards, real margins.StrategyView →Revenue Diversification Readiness ScorecardLead Magnet — Revenue Diversification & Business Pivot.Free · 10 minutesView →Business Pivot PlaybookTripwire — Revenue Diversification & Business Pivot.$37 · one-timeView →New Revenue Stream BlueprintCore — Revenue Diversification & Business Pivot.$297 · one-timeView →Business Pivot & Diversification ProgramHands-on engagement — Revenue Diversification & Business Pivot.$4,997 · one-timeView →CEO Scorecard18-point self-assessment across strategy, finance, growth, ops, team and CEO time.$250 · 10 minutesView →SBCS RetainerEmbedded operations partner. $500K–$5M revenue. 6-month minimum.Application requiredView →SBC Scale Accelerator Program6-month growth and systems implementation program.$4,500–$9,000/mo · by applicationView →Enterprise Consulting EngagementRetained operations and strategy consulting for multi-department businesses.From $2,500/mo · by applicationView →Small Business Tech Risk ChecklistLead Magnet — Technology Risk Advisory.Free · 10 minutesView →SMB Technology Risk PlaybookTripwire — Technology Risk Advisory.$37 · one-timeView →Technology Risk Management BlueprintCore — Technology Risk Advisory.$297 · one-timeView →Ongoing Tech Risk AdvisoryRetainer — Technology Risk Advisory.$147/mo · cancel anytimeView →Business Automation Guide12 ready-to-build workflows, tool selection framework and a 30-day plan.$27 · one-timeView →Chatbot PlatformNo-code lead-capture chatbots, under your brand.$97/moView →Reporting & Analytics DashboardsOne white-labeled dashboard, every channel.$97/moView →CRM & Sales SuiteMarketplace leads, estimator, pro finder, CRM.$297 setup + $97/moView →Project Ops SuiteProjects, invoicing, change orders, work orders.$397 setup + $127/moView →Field Tools SuiteScheduling, messaging, website builder, timecards.$297 setup + $97/moView →Contractor Ops PlatformWhite-label CRM, project ops & field tools for trade contractors.$797 setup + $197/moView →Small Business CRM Readiness ChecklistFree checklist: the 10 CRM automations that matter most, in priority order.FreeView →SBCS Growth CRMDone-for-you CRM with pipeline, missed-call text-back, booking and review requests.$297 setup + $197/moView →SBCS Growth CRM ProGrowth CRM plus custom automations, a website or funnel, and monthly tune-ups.$497 setup + $397/moView →Sales Pipeline Tracker Template6-stage tracker spec, weighted forecast math, weekly review script.$19 · one-timeView →Contracts & Proposals PackContract templates and a proposal system for client work.$37 · one-timeView →Fiverr Business Launch SystemProductized service setup + coaching through your first sales.$1,997 one-timeView →AI Local Growth SystemDone-for-you local growth engine with AI intake, reviews and booking.$7,500 setup + retainerView →SEO ServicesKeyword research, audits, and rank tracking under your brand.$197/moView →PPC / Ad ManagementGoogle, Bing & Meta ad management, fully managed.$197/moView →Social Media ManagementScheduled posting, content calendar, unified inbox.$147/moView →Conversion Rate OptimizationHeatmaps, surveys, and A/B test recommendations.$97/moView →Landing Page & Email BuilderDrag-and-drop pages and emails, resold as your own.$47/moView →Content Writing ServiceOngoing blog posts, web copy, and product descriptions.$97/moView →Local Visibility Scorecard20 checks: can local customers actually find you?Free · 15 minutesView →Operations & SOPsDocument the work in the founder’s head.OperationsView →Hiring & Org DesignScorecards, comp, the next two hires.TeamView →Compliance & Legal ProtectionStanding program for operators carrying real compliance load.From $497/moView →The PM Vault25 PM templates — charters, SOWs, status reports, retros.$19 · one-timeView →SOP & Process Documentation Templates4 formats — standard SOP, checklist, swimlane map, decision tree.$37 · one-timeView →Employee Onboarding Template Pack6 documents — 30/60/90 plan, paperwork checklist, manager check-in script.$27 · one-timeView →Operations ToolkitFull back-office — SOPs, invoicing, hiring, admin templates.$997.00View →Operations Toolkit ProTemplates + monthly strategy session, custom SOPs, QBR, community.$497/mo · cancel anytimeView →HR & Hiring ToolkitJob description, 30-question interview bank, scorecard, offer letter.$97 · one-timeView →Free SOP KitFour reusable SOP and process template formats, free PDF.Free downloadView →The Small Business Operations Bottleneck SurveyAnswer 10 quick questions about how work actually flows through your business and get a plain-English…Free · SurveyView →The 8 Systems Every Small Business RunsA colour poster that maps the eight operating systems behind every small business, with a quick self-check…Free · InfographicView →Your First 90 Days of Small Business OperationsA short, practical ebook that shows a busy owner how to get work, money and people running smoothly, one…Free · eBookView →What’s Your Operations Style? The Owner-Operator QuizNine quick questions reveal how you run your business day to day, and what to fix first.Free · QuizView →How to Write Your First Three Standard Operating Procedures (SOPs)A step-by-step guide to turning what is in your head into short, usable procedures your team will actually…Free · How-To GuideView →Free Suite Training30-min walkthrough of the four-phase Suite engagement model.Free trainingView →Subscribe FreeOwner-operator dispatches. New essays and frameworks weekly.NewsletterView →All ResourcesOperator playbooks, frameworks, and free downloads.Templates & frameworksView →How the Suite worksWhat the engagement looks like, who it’s for, what’s included.FAQView →The One-Page Business PlanTwelve boxes that hold the decisions behind a real business plan.Free templateView →Business Plan & Pitch Deck Template Pack13-section business plan template plus a matching 12-slide pitch deck outline.$37 · one-timeView →90-Day Strategic Plan ToolkitPlanning-day agenda, priority filter, 13-week plan, weekly scorecard and quarter review.$197 · one-timeView →Business Plan Build-outWe build your business plan, pitch deck and 12-month financial summary with you.$997 · one-timeView →Accounting Software ChooserVendor-neutral requirements list, shortlist scorecard and free-trial checklist.Free guideView →Chart of Accounts & Month-End Close TemplatesStarter chart of accounts, 20-step close checklist, reconciliation log and close calendar.$37 · one-timeView →Accounting Software Setup & MigrationYour accounting software set up or migrated so your books start clean.$697 · one-timeView →Payment Processing Fee Audit ChecklistFind your effective rate, identify your pricing model and spot add-on fees.Free checklistView →Merchant Statement ReviewWritten line-by-line review of three months of card processing statements.$297 · one-timeView →Cloud Readiness Checklist23 checks to run before you move email, files or apps to the cloud.Free checklistView →IT Asset & Vendor Inventory TemplateTrack devices, subscriptions, admin accounts and IT vendors in one place.$27 · one-timeView →Cloud Email & Office Migration PlanVendor-neutral, step-by-step plan for moving to a cloud email and office suite.$197 · one-timeView →IT Management RoadmapA written, prioritized 12-month IT plan for your business.$497 · one-timeView →Cloud Cost ReviewWritten review of cloud and software subscriptions: unused seats, overlaps and renewal dates.$497 · one-timeView →Cyber Hygiene Checklist25 everyday security habits for a small business, in plain English.Free checklistView →Security Policy Template PackSeven plain-English security policy templates plus a staff acknowledgement form.$47 · one-timeView →Incident Response Plan KitRoles, first-hour checklist, five incident playbooks, contact sheet and log.$97 · one-timeView →Cyber Security AssessmentStructured review of your security practices with a findings report and action plan.$1,497 · one-timeView →
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