Stabilize & Recover
When business gets disrupted—whether by crisis, burnout, or something completely unexpected—you don’t need theory, you need traction.
These guides help you steady your finances, make confident decisions, and rebuild a foundation that supports you moving forward.
Who it’s for: Entrepreneurs facing unexpected change, financial strain, or a business pivot.
Outcome: Calm the chaos. Regain stability. Create breathing room to rebuild stronger.
Emergency Business Shutdown Checklist
When disaster hits, you don’t have time to Google what to do next. This guide walks you step-by-step through the immediate actions to take if you must close or pause your business—covering income, communication, debt, and legal tasks.
It’s clear, compassionate direction for the hardest moments of entrepreneurship.
Nine Mistakes to Avoid If You’re Having Money Problems
Financial stress can cloud good judgment.
This quick-read guide helps you recognize the nine most common mistakes business owners make when cash runs short—and how to avoid them.
Use it to make better decisions, protect your credit, and move toward stability.
Your Breakthrough Number Workbook
When every dollar matters, knowing your Breakthrough Number changes everything.
This guide helps you calculate the exact amount of revenue your business needs each month to cover expenses, pay yourself, and fund future growth.
No spreadsheets required—just practical math that brings instant clarity.
Mastering Cashflow
Cashflow isn’t just bookkeeping; it’s business survival.
This workbook teaches you how to map inflows and outflows, predict shortfalls, and make strategic spending choices before a crisis hits.
You’ll finish with a repeatable system for financial clarity and control.
Plan & Grow
Once the fires are out and things are running again, growth requires more than hustle — it needs strategy.
These guides are for business owners who are ready to refine operations, understand their market position, and create systems that support sustainable expansion.
Here, you’ll learn how to plan projects with purpose, find your next best market, price for profit, and build predictable progress into your calendar.
Who it’s for: Owners who’ve stabilized and are ready to shift from reacting to leading.
Outcome: Strategic clarity. Smarter decisions. Growth that actually supports your goals.
When your sales plateau, the issue isn’t usually effort—it’s alignment.
This workbook helps you identify your next profitable market using the ADFP Framework (Audience, Delivery, Focus, Processes).
By the end, you’ll know where to position your products and why that market is the best fit for your growth stage.
Strategic Quarterly Planning
(Q2 2023 Planning Workbook)
The year may change, but the logic doesn’t.
This practical workbook walks you through assessing your baseline, prioritizing new opportunities, and creating sustainable growth plans—all through the lens of your Strategic Intelligence Methodology.
Use it as your quarterly reset to stay aligned and intentional.
“Strategic Pricing for Profit Framework
Pricing isn’t a guess—it’s a reflection of strategy.
This framework helps you set prices that support profit, brand value, and long-term sustainability.
Perfect for service and product-based businesses that want to grow without undercutting themselves.
Inventory Management Workbook
For makers, retailers, and product-based businesses, inventory management is growth management.
This guide shows you how to balance stock levels, manage cash flow, and plan purchases that align with sales cycles.
It’s your roadmap to consistent, profitable operations as you scale.
Protect & Sustain
After you’ve built momentum, the next step is protecting what you’ve created.
These guides are for established entrepreneurs who want to strengthen their business foundations — through better agreements, partnerships, and risk management.
They’ll help you avoid preventable conflicts, solidify legal and operational protections, and ensure your business runs smoothly — even when you’re not in the room.
Who it’s for: Experienced owners, partnership teams, or anyone preparing to scale responsibly.
Outcome: Peace of mind. Clear agreements. Long-term business security.
✅ Checklist – Your Monthly Business Risk Assessment
Smart businesses don’t wait for problems to appear — they look for them before they start.
This quick monthly audit helps you evaluate your financial, operational, market, and legal health in under 30 minutes.
Use it to spot weak points early, address emerging risks, and maintain consistent performance through every season of business.
✅ Checklist – How to Handle a Business Dispute with Grace
Conflict doesn’t have to destroy your business or your reputation.
This guide walks you through what to do when tensions rise — from pausing before reacting to documenting agreements and finding resolution without litigation.
It’s a calm, practical framework for protecting your integrity and your bottom line when things get messy.
10 Questions to Prevent Partner Breakdowns
Partnerships succeed when communication is clear and expectations are aligned.
This guide gives you the ten essential questions every business partnership needs to review — whether you’re just starting or years in.
Use it as a conversation tool to strengthen trust, define roles, and prevent small issues from turning into costly conflicts.
“Create Your Raving Fans
Your best defense against business instability is customer loyalty.
This training deck shows you how to design client experiences that build trust, retain business, and generate referrals — even during challenging times.
Follow these five steps to create a loyal audience that not only buys from you but proudly tells others why they should too.
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