Clients and suppliers
Mini Vault
Client and Partner Launchpad
A complaint that keeps coming back, a contract about to renew unread, a campaign with no clear message, a client going cold. Client and Partner Launchpad deals with those four problems, with two focused systems for each that you can have in use within a week or two.
Sound familiar?
- The same complaint keeps coming back, and all we do is answer it again.
- A supplier contract renewed last month and nobody had the notice date in the diary.
- If one particular supplier let us down tomorrow, we'd have no plan B.
- Our last campaign started from something somebody liked in a meeting.
- Clients keep saying "can you just", and we keep doing it for free.
Who it's for: Owners and client, customer service or operations leads in businesses of up to about 25 people, who deal with complaints, suppliers, campaigns and awkward client calls themselves.
What you get
8 systems, each ready to use
Each Mini Pack gives you two focused systems for a specific problem, used in a week or two. This Vault holds four of them, across the area.
Each pack also has a Pack Overview that shows where to start, a Set Up with AI prompt, and a Digital Kit to help you set it up in a tool such as ClickUp, Notion or Microsoft 365.
With every system
- Read Me FirstThe guide: what the system solves, how to set it up and how to run it.
- See It Filled InThe worked example, completed for Tamberly Studio, a fictional company, so you can see what good looks like.
- Your SystemThe Word file you fill in and keep.
- Start a New SheetA fresh copy for each new week, project or meeting, on the 5 of 8 systems that repeat.
- Print and Fill by HandThe PDF, if you prefer paper.
Look inside
The real pages, filled in
These are pages from the files you'd download, completed for Tamberly Studio, the fictional company used in every example. Click a page to read it full size.
Everything inside
Every pack and system in Client and Partner Launchpad
Pack 1 of 4 · 2 systemsCX Fix Pack
Fixes: The same complaint keeps coming back, and each reply is slow and different.
- Complaint Fix Sprint
- Take your most common complaint, find its cause from the last 10, put one fix live within 10 days and count it again for 30.Includes Start a New Sprint Sheet
- Complaint Reply Bank
- Hold ready wording for your 10 most common complaints, with what you can offer, who approves each remedy and a 2 working day reply.
Pack 2 of 4 · 2 systemsSupplier Control Kit
Fixes: Contracts renew without anyone checking them, and you rely on suppliers with no backup.
- Contract Renewal Check
- Check one supplier contract before its notice date and decide Keep, Renegotiate or Switch by a printed rule, with two quotes beside it.Includes Start a New Renewal Sheet
- Single Supplier Dependency Check
- In one hour, ask five questions of each supplier you rely on, give every gap a backup step and list each next notice date.
Pack 3 of 4 · 2 systemsCampaign Clarity Kit
Fixes: A campaign is about to go out with no clear message and no proof behind it.
- Offer Angle Matrix
- Score 3 to 5 angles against 2 or 3 audiences on fit, proof and difference, so the angle you choose is one you can back up.Includes Start a New Matrix Sheet
- Campaign One-Page Brief
- Put one campaign on one page, with a five-line claims check that must pass before design starts and the result written back at the end.Includes Start a New Brief Sheet
Pack 4 of 4 · 2 systemsClient Rescue Kit
Fixes: A client is unhappy or going quiet, or extra work keeps slipping in free.
- Client Rescue Call Plan
- Prepare one call with an unhappy client, offer only what has been approved, send three written commitments the same day and check them 30 days later.Includes Start a New Call Sheet
- Extra Work Price Sheet
- Turn every "can you just" into a priced yes, an in-scope yes or a clear no the same day, with the replies printed on the sheet.
Area 5: Clients and suppliers
How this area builds up
Mini and Core do different jobs, and they aren't copies of one another. Masterworks holds both, for every area.
Mini Vault · $75
Focused fixes for specific problems in this area
Client and Partner Launchpad
Four Mini Packs of two focused systems, each used in a week or two. 8 systems.
You are here
Core Vault · $299
Run the whole area every month
Clients, Suppliers and Campaigns
Four Core Packs of nine connected systems. 36 systems.
Masterworks
$999
Both, for every area
All 352 systems, with a 90-day plan to roll them out.
Mini and Core in just three areas costs $1,122, more than the whole library.
Questions
Common questions
Is this software?
No. Systems are done-for-you templates in Word and PDF, built from real operating experience. We call them systems because each one is ready to use and connects to the next.
Do I have to change the tools I use?
No. Keep ClickUp, Notion, Microsoft 365 or whatever you use now. Every pack includes a Digital Kit to set it up there.
I've tried templates before and stopped using them. Why would this stick?
Writing it down is only the start. Every system names an owner, a review date and a place in the routine, and each one feeds the next. Files can help a team keep going, but nothing can guarantee it. The running is still up to you.
What happens when I buy?
You pay through Lemon Squeezy, then land on a page with your download buttons. We also email you a download link. There is no account to set up.
Do I get updates?
Yes, you get lifetime updates. When a system you own is updated, we email you, and every change is listed on the update log.
Can I get a refund?
The free pack and the page previews let you see what you are buying first, so we do not offer change-of-mind refunds. UK and EU consumers can cancel within 14 days if nothing has been downloaded. Faulty or wrong files are fixed, or we arrange a refund, and your legal rights are not affected. See the refund policy.
From the blog
Related reading
Not ready to buy?
Start with the free pack.
The Business Operating Manual is nine free systems in Word and PDF. It shows how we work, on your own business, before you spend anything.