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Entrepreneur System and Workflow Templates

These Templates Will Help You Save Time, Make Money, and Know Exactly What To Automate and Delegate.

These are the PROVEN, real-world workflows I used with my 6 & 7 figure clients to grow their business.

Templates included (30 total*):

For Live Events

  • Event Coordination Checklist 
  • Event Emails To Attendees
  • Event Emails To Team Members
  • Event Agenda
  • Event Details
  • Event Budget
  • Event Feedback Form (post-event)

For Masterminds

  • New Mastermind Group – Overall SOP
  • Adding A Member to A Mastermind – Overall SOP
  • Payment Tracker
  • Mastermind Post-Call Replay Process – SOP
  • Mastermind Payment Fail – SOP
  • Mastermind Member Cancellation – SOP
  • Mastermind Email Templates
  • Mastermind Applicant Tracking

For Podcasts

  • Example Podcast- SOP
  • Generic Podcast – SOP
  • Podcast Email Templates
  • Template for Show Notes
  • Podcast Episodes to Blog Posts – SOP
  • Press Sheet
  • Press Guest Booking Questions  

For the Team

  • Contractor Payment Spreadsheet 
  • Template for Creating All SOPs
  • Customer Support Email Templates
  • Ideal Client Manifesto
  • Press Portfolio Template
  • Who Does What - Team Template
  • Hourly to Retainer Payment Template