Platform plans from $9 a month: one subscription for your workflows, documents and AI tools. Single templates are also available as one-time purchases.
Three plans, opening in stages by invitation: Essentials, Pro and Consultant. Request early access and we will email you when your spot opens.
One owner getting the business written down
Early access by invitation
A small business keeping it written down and current
Early access by invitation
Consultants and agencies serving several clients
Early access by invitation
Early access is by invitation and opens in stages. Joining the waitlist is free and nothing is charged. Prices may change before general availability.
The free tools stay free, with no account: see all free tools →
Plans include monthly AI credits. Different AI tools consume different amounts based on task complexity, keeping usage predictable and sustainable.
Annual plans receive twelve months of credits at the start of each year. AI features pause when credits run out, and AI requests are limited to 20 an hour per account. AI features run on Anthropic's Claude models, which we choose and may change; a different model can change the speed or quality of results. If we reduce credit amounts or limits, change models in a way that reduces what your plan includes, or remove plan features, we email you at least 30 days before the change applies, and you can cancel first. Need more capacity? Contact us about team access.
Need one tool today? One-time purchase. Instant download through our store partners. Visit the shop →
Google Sheets template
$19
Track sales, fees, and expenses across Etsy, Payhip, and Gumroad in one sheet, with a running profit view and a set-aside estimate for taxes.
PDF guide
$19
50 ready-to-use AI prompts for everyday small-business work, from customer replies and marketing to hiring and financial planning.
Spreadsheet workbook (.xlsx) + editable policy (.docx) + PDF guide
$49
List every AI tool your team uses, decide what data can go into each one, and turn those decisions into a short usage policy your staff sign.
Spreadsheet workbook (.xlsx) + editable templates (.docx) + PDF guide
$39
Find which processes to document first, write each one on a single page, and start from five sample SOPs written for a real small business.
Editable form (.docx) and PDF + email templates + spreadsheet + PDF guide
$39
An intake form, four client emails, and an onboarding tracker that move a new client from inquiry to kickoff without anything slipping.
Spreadsheet workbooks (.xlsx) + PDF guide
$39
A store fee calculator, a pricing calculator, and a monthly profit tracker for people selling digital products, plus a free automation recipe for logging sales.
Spreadsheet workbook (.xlsx) + printable + PDF guide
$29
A weekly tracker for visits, leads, sales, and revenue with the rates between them, a printable weekly review, and a guide to reading the numbers.
Spreadsheet workbooks (.xlsx) + editable SOP (.docx) + PDF checklist and guide
$69
Map your offers as one path, price each step, follow a launch SOP and checklist, and plan 90 days of posts that point at what you sell.
7 spreadsheet workbooks (.xlsx) + printable + PDF guide
$97
The trackers behind a 30-minute weekly ops review: subscriptions, processes, weekly numbers, meetings, automation candidates, offer ladder, and AI tools.
All seven kits: spreadsheets, templates, and guides
$197
All seven kits in one download: AI register, SOP system, intake and onboarding, seller money kit, KPI dashboard, launch system, and the ops command center.
Spreadsheet workbook (.xlsx) + PDF guide
$39
A pipeline workbook for solo agents and small brokerages: who to call today, upcoming contract dates, what you keep after split and fees, which lead sources pay, and past clients due a touch.
Notion template
$29
Clients, projects, tasks, invoices, and hours in one Notion workspace built for people who run the whole business themselves.
New orders are paused while the platform opens. When they reopen: fixed scope, fixed fee. All services →
$149one-time
We set up one TechEd Analyst template in your own Google or Notion account and tailor it to how your business runs.
Turnaround: 3–5 business days after your intake form
New orders are paused while we update our service terms. Ask us and we will tell you when it reopens.
$299one-time
Everything in Standard, for up to three templates (a good fit for the Complete Operator Bundle), plus a follow-up round of changes after you have used them.
Turnaround: 5–7 business days after your intake form
New orders are paused while we update our service terms. Ask us and we will tell you when it reopens.
$497one-time
We set up the accounts your business runs on: Google Workspace email on your own domain, sign-in security, a shared password manager, and a booking page, all owned by you.
Turnaround: 5–7 business days after your intake form
New orders are paused while we update our service terms. Ask us and we will tell you when it reopens.
$397one-time · founding price $297 for the first five clients
We turn your intake answers into your completed AI tool register, a usage policy draft and a staff card, ready for you to review and adopt.
Turnaround: 5–7 business days after your intake form
New orders are paused while we update our service terms. Ask us and we will tell you when it reopens.
Operational guidance, not legal, tax, or compliance advice. See the Services Terms.