- HOME -
Comprehensive Company Bulletin Board
Drawn from your business plan, now all of your people can be up-to-date and informed about your company with what to say to customers and vendors.
Everyone Sells!
Organizes All of Your Documents
Makes Due-Diligence for
Investors/Acquirors Fast & Easy
Having an organized set of documents, models and presentations readily available for review by investors, acquirors, or partners enables them to act quickly...
Get the Money Sooner!
- BUSINESS PLAN -
BizPlanBuilder® Software System
Evolved & Updated 30+ Years
All of the tools and templates included in BizPlanBuilder have been updated and integrated into the dashboard.
Includes everything you see under the Business Plan tab on the dashboard.
Plus, Ongoing Updates!
Investor Pitch Deck
PowerPoint-Based Template
What & Why of Each Slide ExplainedYou can download lots pitch decks from established companies, but here we describe the essence of each slide as you progress through an investor presentation.
5 & 10-Yr Financial Models
Wizard-Driven Projections &
Customizable Excel Workbooks
We include the original BizPlanBuilder financial models evolved since 1990! Thoroughly updated in 2020. These are Excel spreadsheets uploaded to our online system. They behave a lot like Excel and can be easily customized to fit your unique business model.
Collaborate with your team online.
These can be exported to Excel; however, if you want to maintain organization and collaboration, best to keep them in the dashboard.
Video Tutorials
Introduce & Explain Each Section
What Investors, Lenders & Buyers Look For
Ideal for Exit (Sale) / Succession Planning
Asset Sale Agreements
- CONTACTS -
CRM + Tasks + Events + Proposals
Add Key Vendors
Not trying to compete with SalesForce, Infusionsoft, Ontraport, and other marketing automation systems, but you do need to keep track of vendors, consultants, and others as well as VIP contacts.
Perfect for VIP Contacts
User-Defined Fields enable cross-referencing your people every which way
Use It for Youreself
Manage Tasks
Schedule Events
Create & Track Programs
- FINANCE -
Tools for the [virtual] CFO
Financial Models, Calculators, Complete Stock Options docs and Shareholder Tracking, Agreement Templates, Collections Letters...
Funding Resources
Angels Venture Capital, Lenders
Make Them Pay
Collect Your A/R
Escalating Series of Demand Letters
Stock Options Plans
Shareholder Tracking
Financial Contracts
Plain-English Agreement Templates
- HR -
Employee Manual Builder
200+ Customizable Employee Policies
Covers Just About Everything - Every State This is our proven Employee Manual Builder software updated and transformed into a web-app! Our policies and preocedures have evolved since 1993. In addition to being legal, ethical and compliant, they are also very entrepreneurial to help you build the strongest company possible!
700+ Customizable Job Profiles
Including Goals & Priorities
Employees / ContractorsThese sample job descriptions enable you to quickly and clearly define your expectations, both for employees as well as independent contractors. In addition to most job descriptions, we include space for Vision, Mission, and Priorities -- Important to people who believe in your company purpose!
HR Correspondence & Documentation
Hiring / Discipline / Termination
Includes Ongoing UpdatesIncludes Offer letters, Progressive Discipline worksheets, and notices, etc.
HR Contracts
Plain-English Agreement Templates
- LEGAL -
Contract Templates, IP Tracking
"Handbook of Business Law"
Sample contract templates
Corporate docs, Intellectual Property Management
Basic Business Law Tutorial for Entrepreneurs / Business Owners
Corporate / LLC Formation Docs
- MANAGEMENT -
Tools & Templates to Lead Your Company
Includes everything you see under the Management tab on the dashboard. Including ongoing updates!
Corporate Governance
Board Meeting Minutes
Buy-Sell Agreement
- MARKETING -
Marketing Builder Comprehensive Strategic Marketing Plan Template
Our proven Marketing Builder software updated and transformed into a web-app...
Includes everything you see under the Marketing tab on the dashboard.
Plus, Ongoing Updates!
36 Excel-based Analysis Calculators
Turn complex mathematical marketing conundrums into easy decisions
They’re great for understanding deals, prioritizing strategies, and making good decisions!
Among them you’ll find the methods and formulas, the words and advice to help you target your customers, analyze your competition, determine the future value of customers, prioritize and budget product launches, even evaluate new hires!
Branding / Creative Brief Worksheets
Selling Plan
Website Testing Apps
- PR & MEDIA -
PR Budget, Planning Worksheets
Includes Everything On the PR & Media Panel
Plus, Ongoing Updates!
FREE Promotionin All Media
22 Sample Press Releases
Media Calendar / Complete PR Tutorial
Marketing / Reseller Contracts
Plain-English Agreement Templates
- PROCEDURES -
Ideal for Systematizing Your Company
If you are ever going to be able to take a vacation with a clear conscience, your people need to be properly trained on what to do, backed with complete documentation easily available to them -- making it unnecessary to always need you!
Safety Plan Builder OSHA Compliant
Injury & Illness Prevention HandbookCovers 161+ Safe Work Practices
- all documented and editable online.
Print out your manual in Word or
[best practice] provide online access to your employees to assure awareness of up-to-date practices and procedures.
Security & Loss Prevention
Procedures to Protect Your Business
- R & D -
Product Plans, Development Contracts
Sample contract templates
Work for Hire Agreement, Beta Test Forms
Excel-Based Calculators
Do the Complex Math for You
Makes Better Decision-Making Easier
- SALES -
Announcements, Prospecting &
Appointment-Setting Letters
Sales Proposal Builder
Customer Contact & Customer Service
Scripts & Email Templates
Sales Contracts
Plain-English Agreement Templates
Collaboration
Add as Many People as You Want
Work Together with Your Team & Advisors
Add Prospective Buyers with Read-Only Access
Work together on your company using these tools and collaborative "workbench"