Business Growth Vault

Business Growth Vault

Business Growth Vault

25 resources — Smartsheet, Notion, Canva, Excel, PDF

25
resources available
Format
Smartsheet • Notion • Canva • Excel • PDF
Access tier
Basic, Pro & Agency members
Last updated
April 2026 — 3 new resources added

Strategy & planning

Resource
Format
Download
Project tracker — master
Full project lifecycle tracking with milestones, owners, and status
Smartsheet
Business plan framework
7-section business plan built for founders and consultants
Notion
90-day revenue sprint plan
Quarterly revenue planning with weekly breakdowns and KPIs
Notion

Marketing & content

Resource
Format
Download
60-day marketing calendar
Email, social, and blog mapped across 8 weeks in Smartsheet
Smartsheet
Pitch deck template
12-slide investor and client pitch deck with editable Canva layout
Canva

Finance & operations

Resource
Format
Download
Financial projection model
3-scenario 12-month projection with revenue, costs, and cash flow
Excel
Client onboarding system
End-to-end client onboarding workflow with tasks, timelines, and comms
Notion
Agency proposal template
Multi-section proposal deck with pricing tables and scope sections
Canva
New resources added every month
You’ll receive an email on the 1st with all new additions.
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