Money and sales
Mini Vault
Money and Data Launchpad
Cash runs short next month, two reports disagree, a quote goes out on a guess, or one stolen password could open everything. Money and Data Launchpad tackles those four problems directly, each with two systems you can have working within a week or two.
Sound familiar?
- Payday's coming, and the money we're owed hasn't arrived.
- We spent half the meeting arguing about which figure was right.
- Our spreadsheet has grown for years and I'm not sure I trust it.
- I priced that job by feel, and I still don't know if we made anything on it.
- One person's password could get someone into our email and our bank.
Who it's for: Owners and finance, operations or service leads in businesses of up to about 25 people, working from spreadsheets and a few tools, with no finance or IT department to hand it to.
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 7 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 Money and Data Launchpad
Pack 1 of 4 · 2 systemsCash Gap Kit
Fixes: You could run short of cash in the next few weeks, mostly because invoices are being paid late.
- Overdue Invoice Chase Script
- Get one stuck invoice paid by checking the relationship first, then sending the right words on set days, from reminder to call to final letter.Includes Start a New Chase Sheet
- Cash Gap Action Plan
- Measure a six-week cash gap against your own minimum line, then work five dated actions in a printed order, re-measuring every Monday.Includes Start a New Plan Sheet
Pack 2 of 4 · 2 systemsTrusted Numbers Kit
Fixes: Meetings argue about which number is right, and the decision waits another month.
- Disputed Number Trace
- Follow the two versions of a disputed figure back step by step until they split, then get one definition decided by a named person.Includes Start a New Trace Sheet
- Key Spreadsheet Check
- Run twelve checks on the spreadsheet a decision depends on, ending in a test where two people working apart get the same answer.Includes Start a New Check Sheet
Pack 3 of 4 · 2 systemsPricing Confidence Kit
Fixes: You're about to quote new work, or raise your prices, without knowing whether the price covers your costs.
- Job Cost and Price Check
- Price one job from hours by role at a full cost rate, with a target price and a walk-away price decided before you talk to the client.Includes Start a New Price Check Sheet
- Price Rise Plan
- Set new prices from your costs, read each contract's notice and fee terms first, and call your most valuable clients before anything is written.Includes Start a New Price Rise Sheet
Pack 4 of 4 · 2 systemsAccount Protection Kit
Fixes: One stolen password could open your business email, your bank or your website.
- Two-Step Sign-in Sprint
- Turn on two-step sign-in for your ten most important accounts in five days, with a second person who can get in and old users removed.Includes Start a New Sprint Sheet
- Hacked Account First Hour Card
- Work through ten steps in order in the first hour after an account is taken over, from a printed card you filled in and rehearsed beforehand.
Area 6: Money and sales
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
Money and Data 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
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.
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.