16 tools for your money, customers, operations and automation, plus a Start Here guide that shows you how to use the whole system and a weekly, monthly and quarterly rhythm to run it.
16 tools in Excel, Word and PDF
Start Here: How to Use The Ops System
50 Business Finance KPIs guide, free with the bundle
Everything you need to know to start, launch, operate, grow and sustain your business, all in one place. A plain-language guide and fillable workbook for small business owners in any country.
What's inside
31 chapters in five parts, with a fillable workbook, worked examples and Ask AI prompts throughout
Part 1, Start: your why, goals and pace; market research; your customer and competition; testing your idea; your offer and business model; the numbers that matter; your one-page business plan
Part 2, Launch: what you need to legally operate and sell; business structures; when and how to incorporate; taxes; setting up your money and administration; protecting your business; your brand; your storefront; website, technology and social media; your launch plan
Part 3, Operate: customer relationships; marketing and sales that fit you; operations and systems; your operating rhythm
Part 4, Grow: growth levers; building your team; your full business plan; your investor fact sheet; funding growth; partnerships and relationships
Part 5, Sustain: the risk register; resilience and continuity; your pace, your life; your annual review
Resources: master checklists, an Ask AI prompt library, who to ask, and a glossary
3 Excel tools: Funding & Grant Tracker, Operating Rhythm & Compliance Tracker, and Money Routine Planner
3 months of free access to The Commerce Growth Lab Community
Building a business between naps, school runs and sick days: embracing interruptions, working in small doses of attention, and building at the pace your family allows.
What's inside
8 chapters, starting with reading the rhythm of your days instead of fighting it
Micro-dosing attention: real progress in 5, 15 and 45 minutes
Making peace with disruption, and setting realistic expectations
When time, money, energy and support all fluctuate
Systems so a small, busy business runs without you
A practical guide to automating the repetitive work in a service business, without a developer or a large budget.
What's inside
The automation stack: the tool categories you need, with typical costs and difficulty
Six automations to build first: lead capture, new-lead acknowledgement, invoice reminders, proposal follow-up, client welcome sequence, and a weekly KPI summary
40 ready-to-use AI prompts across the seven business functions where AI saves the most time, plus a five-part prompt-writing primer.
What's inside
40 prompts for proposals and scoping, client emails, marketing and content, hiring and team, financial summaries, operations and admin, and social media
Every prompt has [brackets] to replace with your details, and a usage tip
A five-part primer on writing your own prompts
Works with ChatGPT, Claude, Gemini, Copilot and other AI assistants
16 practical tools plus the 50 Business Finance KPIs guide, to help you price with confidence, win and keep good customers, run your week with focus, and put automation and AI to work.
What's inside
Start Here guide (11-page fillable PDF): where to begin, how the tools connect, which tool solves which problem, a two-week setup plan, and a weekly, monthly and quarterly rhythm
Get ready to fund your business: understand your options, prepare your numbers, and walk into every funding conversation ready.
What's inside
Guide to Financing Your Business (20-page fillable PDF): loans, investors and grants, funding by business model, debt versus equity, risks and benefits, what a fair deal looks like, and AI prompts to find funding where you are
Funding Readiness Kit (11-page fillable PDF): readiness scorecard, document checklists for lenders, use of funds, key numbers, your pitch, a funder tracker and practice answers
3-Year Financial Forecast (Excel): monthly revenue, costs, profit and cash, with scenarios, a loan schedule and an annual summary
Put AI to work in your business intelligently: with context, judgement and a human in charge.
What's inside
AI Prompt Packs & Workflows (22-page fillable PDF): over 40 prompts across eight areas of your business, six step-by-step workflows with human checkpoints, and a prompt library to save what works
The Small Business Guide to AI Models (16-page fillable PDF): the main AI assistants and what each is best for, open versus closed source, privacy and accuracy considerations, do's and don'ts, and how to write a simple AI policy
The Value-Flow Mini Guide (10-page fillable PDF): a one-hour analysis to find waste in how your business delivers value
Earn genuine reviews reliably, respond like a real person, set up Google Business Profile properly and make sure customers can find you, all within the rules.
What's inside
Why reviews and social content sell, and what the evidence means for you
The rules: what's allowed and what isn't, including the truth about incentivizing reviews
Google Business Profile, step by step: set up, verify and complete your profile
Reading your Google Performance numbers
Being found online: local search, listings, your website and consistency
A reliable review system: ask everyone, at the right moment, automatically
Responding to reviews, and the guardrails for outsourcing replies
Templates and printables: request scripts, response frameworks and a review card
Find customers with confidence in under an hour a day: a guide, a 90-day plan, trackers and ready-to-edit social posts.
What's inside
The Marketing Guide (31-page fillable PDF): 10 chapters on your customer and message, choosing channels, tools and what they cost, batching a month of posts in an afternoon, outsourcing, vetting freelancers, and measuring what works
Simple Marketing Plan (10-page fillable PDF): goals, customer, message, channels, content, budget and a 90-day action plan
Social Media Content Calendar (Excel): a quarter of posts at three a week, with content pillars, an idea bank and key dates
Marketing Results Tracker (Excel): monthly results, where every customer came from, a quarterly channel review and a test log
8 Instagram & Facebook Post Templates (PowerPoint, with a preview image of each): offer, review, before and after, tips carousel, behind the scenes, FAQ, meet the owner and event
Editable Unbranded Post Templates (PowerPoint): the same designs with no watermark, sized 1080 × 1350 for Instagram and Facebook feeds, with blank template images
How to Edit Your Post Templates in Canva (6-page PDF): step by step for Canva, PowerPoint or Google Slides
Cash flow, costs, pricing and getting paid on time: a plain-language guide and the tools to build steady, even cash flow.
What's inside
The Money Guide (39-page fillable PDF): 11 chapters covering profit versus cash, your true monthly operating cost and break-even, twelve strategies for even cash flow, suppliers, pricing for profit, getting paid on time, and managing debt
Invoicing & Late Payment Kit (19-page fillable PDF): payment terms and deposit wording, an invoice checklist, six reminder templates, a phone script, escalation options, an automation guide and a one-page payment policy
Cash Flow Forecast (Excel): a 13-week and a 12-month forecast, with warnings when cash runs low or short
Pricing & Margin Calculator (Excel): product pricing, your service rate floor and your break-even point
Invoice Template & Payment Tracker (Excel): a clean invoice, and a tracker that shows which invoices to follow up and how
Cost Review Tracker (Excel): a quarterly routine to keep, cut, switch or renegotiate every recurring cost
Get investor-ready, tell a clear story, prepare yourself and handle what comes after the pitch. Designed by a judge of entrepreneurial pitch competitions.
What's inside
The Investor Pitch Guide (28-page fillable PDF) in ten chapters
Is investor funding right for you? Equity, loans, grants and the trade-offs
Getting investor-ready: structure, ownership, forecast and your document folder
Telling your story, with every slide explained
The numbers investors test: unit economics, burn, runway, valuation and dilution
Thirty tough questions to prepare for
Pitch competitions: how judges score
After the pitch: follow-up, due diligence and term sheets, plus email templates
Investor Pitch Deck Template (PowerPoint): 14 slides plus a backup appendix, with speaker notes
How to grow your small business through relationships: the mindset, conversations, tools and weekly habits that turn people you know into partners, clients and champions.
What's inside
18 chapters, from a relationship-first mindset to your relationship map, your story and your ask
Where to meet the right people, first conversations and the 48-hour follow-up
Referral partners, strategic alliances, and turning relationships into business ethically
A simple CRM, a weekly routine and the few numbers that matter
Ten ready-to-use scripts and message templates
Twelve AI prompts for research, outreach, follow-up and planning, which work with any major AI assistant
A day-by-day 30-day relationship plan, and a glossary of thirty terms
Written specifically for Shopify and Claude. Plan, write and launch a complete Shopify website with Claude, step by step, from your first prompt to a live site.
What's inside
How to Build a Website using AI (49-page guide): what Claude and Shopify are, the building blocks of a website, and a five-phase, eighteen-step path from idea to live site
The Draft Website Process: seven rounds from one prompt to a client-ready draft, with the prompts
Quality assurance, a launch plan with a launch-day run-sheet, and troubleshooting
Twelve practice prompts, a glossary of fifty website terms and forty website features explained
Two master prompts as text files, ready to paste: a real estate website and a home repair website
Two example websites as PDFs, showing what those prompts produce: Juniper Row Realty and Steady Hands
$49
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How it works
Buy once. Use it in your business.
1
Check out securely
Pay through Shopify's secure checkout. Free resources check out at $0.
2
Download instantly
Your link arrives by email right away, and your files stay in your account.
3
Make it yours
Fill in, edit and adapt the files for your own business.
Something missing?
Tell us what you need. Depending on scope, we'll create it and send you a complimentary copy.
