Operations Systems & Toolkits
Choose the toolkit that matches your needs, or get everything with our complete bundle.
Or choose individual toolkits
Core Operations Starter Kit
Everything you need to build foundational operational systems for your growing firm. Transform scattered processes into organized, repeatable systems that scale with your business.
- 5 Excel templates for core operations
- Comprehensive implementation guide (PDF)
- Roles & responsibilities framework
Founders and Operations Managers who need foundational operational systems
Proposal & Credential Management System
Stop recreating proposals from scratch. This system helps you organize, track, and quickly assemble winning proposals using templates, credential libraries, and past performance databases.
- 5 Excel templates for proposal management
- Quick-start guide (PDF)
- Proposal tracking dashboard
Firms responding to RFPs and proposals
Compliance & Document Control Toolkit
Stay audit-ready year-round with organized compliance tracking, document version control, and certification management systems. Move from reactive panic to proactive confidence.
- 5 Excel templates for compliance management
- Audit preparation guide (PDF)
- Compliance tracker & deadline calendar
Firms dealing with audits and certifications
Why Digital Templates?
Instant Access
Download immediately after purchase and start implementing today
Customize to Fit
Excel-based templates you can adapt to your firm's specific needs
One-Time Payment
No subscriptions, no recurring fees — yours to use forever