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What to do next

1
Duplicate the template
Click the green "Duplicate" button in Notion — it's yours forever.
2
Watch the setup guide
There's a video walkthrough inside the workspace. 30 minutes and you're planned.
3
Start with your Q1 goals
The Annual Goals database is already set up. Fill in your top 3 and work backward.

1
Open the ZIP file
All 15 templates are organized by category. Start with the Mutual NDA for your next investor call.
2
Customize in Word or Google Docs
Replace [COMPANY NAME], dates, and amounts with your details. The usage guide tells you what to change.
3
Store in your startup docs folder
Keep all signed copies organized — you'll reference them again at your next round.

1
Duplicate the template
Click the green "Duplicate" button in Notion — it's yours forever.
2
Import your clients
Start with your top 3 active clients. Add their contact info, project details, and renewal dates.
3
Run your first weekly review
The Weekly Review Dashboard is ready to use. Do your Monday review and set your top 3 for the week.

1
Duplicate the Pro Bundle
Click the green "Duplicate" button in Notion — all bonus templates are pre-linked.
2
Run the task tracker setup
Connect the task tracker to your Business Planner client CRM using the link field inside each template.
3
Use the client intake form for your next new client
Pre-fill with your branding once, then duplicate for each new engagement.

1
Duplicate the template
Click the green "Duplicate" button in Notion — it's yours forever.
2
Plan your first month
Open the Content Planner. Start with this month's posts — batch 4 weeks at a time, not one by one.
3
Copy the caption templates
The Caption Template Bank has 40+ frameworks. Pick 3 that match your brand voice and start filling them in.

1
Duplicate the pack in Canva
Click the "Use template" button on the Canva share link — every template lands in your account, ready to edit.
2
Swap brand colors and fonts
Open your Brand Kit and apply it to the whole pack — every color, font, and logo reflows in one click.
3
Publish or download
Export as PNG or PDF for static posts, or share the Canva link directly when you want live editing.

1
Open the kit ZIP
Start with the Quick-Start Setup Guide — it walks you through which scripts to fill in first and how to wire the cost worksheet to your quote flow.
2
Plug the booking script into your first new lead this week
Use the new-lead intake script and quote handoff email on your next walkthrough. Send the email within 10 minutes of the estimate to lock the conversion.
3
Run the recurring-client check on your top 3 customers
Send the 30-day check-in to your three best accounts this week. Most rebook on the spot — that's how the kit pays for itself in the first month.

1
Open the ZIP and review the Quick-Start Setup Guide
It tells you which document to fill in first, how to wire the financial worksheet to your real bookkeeping, and how to turn the launch checklist into your Monday ritual.
2
Fill in the business plan template against your real numbers
Don't write it from a blank page. Use the fill-in prompts on every section. Within 90 minutes you'll have an investor-grade plan you can actually defend.
3
Send the founder NDA to your first investor/cofounder this week
Send the Mutual NDA before your next pitch conversation. Sets the expectation that confidential conversations stay confidential — without paying a lawyer $400 for a 3-page template.

1
Open the ZIP and review the Quick-Start Setup Guide
It tells you which document to fill in first, how to wire the 6-touch email sequences to your ESP, and how to turn the launch checklist into your Monday ritual.
2
Fill in the campaign brief for your next launch
Don't write it from a blank page. Use the fill-in prompts on every section. Within an hour you'll have an aligned brief your designer, copy, and sales teams can all ship against.
3
Drop the 6-touch launch sequence into your ESP this week
Paste it into ConvertKit, Mailchimp, Beehiiv, or Substack before your next product drop. Swap the brand voice, schedule the sends, and launch without staring at a blank page.