From strategic planning to team alignment, these are the 5 foundational templates we install in every 8-figure business we advise. Download them, plug them in, and start scaling smarter.
Design and document a proven customer acquisition system that generates a consistent, predictable, and growing flow of new leads and sales on autopilot.
Establish a cash sweep waterfall that specifies the movement of available cash from a company operating account into prioritized, specialized accounts for pre-determined future uses (and distributions)!
Plug in your numbers, and this tool will reveal exactly where your money’s going and where it should be going. Make smarter decisions, boost profitability, and finally get control of your cash.
This plug-and-play calculator makes it easy to build incentive structures that reward outcomes, not just activity. Align your team’s goals with business growth without blowing up your budget.
Empower team members to make high-quality decisions independently, reducing the need for constant “shoulder taps” and freeing up leadership from day-to-day involvement.
Use this simple Hiring Scorecard to define exactly what a successful hire looks like before the interview. It aligns your team, eliminates bias, and ensures every new hire is set up to win.
