Business templates to simplify your operations and step into your CEO role.

Our customizable, easy-to-use tools, templates and support are a perfect blend of strategy and simplicity designed for service-based business owners.

we hate to say it, but

If you are spending all day in your inbox and checking off admin tasks, you’re actually an employee in your business, not the boss. 😬

We know how frustrating it is to work long hours chained to your desk, and still feel like you can never catch up. It’s like your business is running you instead of you running your business. 

This leads to burnout, overwhelm, and hating the business you were once so excited to start. 

Been there, felt that. 

But here’s the good news - you can choose to have a streamlined, simplified business where you actually run it like a boss. It’s a choice. 

When you get clear on your money-making activities, delegate the tasks that don’t require your attention, and stay focused on your zone of genius - your business goes from chaos and confusion to clear and controllable. 

We’ve seen it happen for myself and 750+ other business owners too! 

And no, you don’t have to have ANY full-time employees or expensive software. 

The truth is business doesn’t have to be this complicated jumble of 10+ different software platforms and multiple employees in order to work. In fact, in my experience the simpler it is, the more effective it is.

We’re here to create tools, templates, and resources for business owners like you who are looking to ditch the overwhelm and admin work, increase your profitability and productivity, and give you freedom and peace of mind.

(y’know, the reason why you started your business in the first place.)

FEATURED TEMPLATE PACK

Profit Planning System

We believe that profit planning is the foundation of every successful business. In fact, we recommend referencing your profit planner when you make any decisions in your business related to packaging, pricing, new offers, new team members, and new software.

Our Profit Planning System is designed to empower service-based businesses to operate with clarity and confidence by eliminating the guesswork from their financial planning and service pricing.

STEAL our email templates

3 Emails for Sticky Client Situations

Use our carefully-crafted email templates tailored to address common challenges such as missed deadlines, scope creep, or delicate feedback scenarios.

Whether you're a freelancer, a small business owner, or provide any type of service, these templates provide clear and confident responses for turning potentially tense situations into opportunities for constructive dialogue and strengthened relationships.

Hi, We’re Kate and Brooke.

Consider us your new COO duo

We believe that building the business of your dreams should not be complicated, overwhelming, and out of reach. With a combined 20+ years of experience servicing busy entrepreneurs, we worked to create everything you need to build a strong and sustainable foundation for your service based business. Our goal is simple, to give you the freedom to do what you love in your business through increased profitability, productivity, and peace of mind.

  • “I wanted to provide a great service to my clients without having to worry about all the admin stuff. I also didn't know how to deal with all the admin stuff (contracts, invoices, emails, etc.) Having these straightforward resources allowed me to approach my business with confidence and clarity."

    BECCA WOOD, Squarespace Designer

  • "There were 1,000 things I didn't consider when I was building and scaling my business that these templates made so easy to implement. From client management to pricing packages, these templates have helped me tremendously!"

    CODY HAYS, Nonprofit Marketer & Speaker

  • “I just finished going through the tutorials in this template pack and it was very helpful for organizing my entire business and overall ideas. I’m always trying to do “all the things” and then get overwhelmed. These tools helped me brain dump, organize, and see things through.”

    ROBIN HAZWARD, Author & Writing Coach

Resources for you