P&L & Financial Model
Where the money is, and where it goes.
- Templates:
- Monthly P&L, Cash flow, Margin by product, Financial model, Break-even
- Session:
- Soon find where the company is losing margin
Next: step 02
$[XX]Learn more →
6 steps to a systemic business
Run your business
as a system
not as a one-man show
Six steps that take a founder-dependent business to a company that runs on numbers, and keep it there, cycle after cycle. Every step is a set of ready-to-use templates with step-by-step instructions, so you can fill it in yourself or with your team and turn it into decisions.
- Ready-to-use templates
- Step-by-step instructions
- Built for owner-led companies
- 1:1 sessions Soon
Everyone talks about systems. Almost no one builds one.
P&L and customer-journey templates are everywhere, and on their own they change nothing. A system appears when the steps are connected and repeated: plan, change, measure, and start the next cycle with better numbers.
- 01 P&L & Financial Model
- 02 Customer Journey Map
- 03 Processes
- 04 Metrics Tree & Analytics
- 05 Team & Management
- 06 Planning & Changes
↻ After step 06 the cycle starts again from 01, with updated numbers.
The 6 steps
In the order a system gets built. Each step builds on the one before it, and the last one feeds the first: every new cycle starts from updated numbers.
Customer Journey Map
How customers find you, buy and come back.
- Templates:
- Customer journey map, Customer segments, Funnel & conversion, Customer interview guide, Repeat & churn
- Session:
- Soon find the stage that leaks the most customers and money
Next: step 03
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Processes
The work behind every stage of the journey.
- Templates:
- Process register, Process map, Process passport, Checklists, Responsibility matrix
- Session:
- Soon define the outcome and owner of every process
Next: step 04
$[XX]Learn more →
Metrics Tree & Analytics
What moves the P&L, and how you track it.
- Templates:
- Metrics tree, Metric dictionary, Unit economics, Weekly dashboard, Targets & thresholds
- Session:
- Soon choose the metrics you can actually manage
Next: step 05
$[XX]Learn more →
Team & Management
Who owns what, and the rhythm that keeps it on track.
- Templates:
- Org chart, Role profiles, Incentive scheme, Management rhythm, Weekly report
- Session:
- Soon tie roles and pay to the metrics, set up the weekly and monthly cycle
Next: step 06
$[XX]Learn more →
Planning & Changes
What changes, in what order, by when.
- Templates:
- Annual goals, Quarterly roadmap, Initiative card, Cycle review
- Session:
- Soon set priorities and launch the next cycle
↻ Back to step 01: new cycle
$[XX]Learn more →
How it works
Same for every step. 1:1 review sessions are coming soon.
Step 1
Get the templates
A set of ready-made templates for the step, each with instructions. Fill them in yourself or with your team.
Step 2
Fill it in
Follow the instructions with your own numbers. Each step connects to the ones before and after it.
Step 3
Act on it
Completed templates and a clear list of management decisions you can put to work right away.
Buy one, or build the system
Start where it hurts most, or go through the full cycle.
One step
Pick the block that hurts most and start there.
$[XX]- All templates for one step
- Step-by-step instructions
- 1:1 review session Soon
The full kit — 6 steps
Templates for all six steps, in order. You end up with a connected system you can run again every cycle.
$[XX] vs $[XX] bought separately- Templates for all 6 steps
- Instructions for each step
- 1:1 review sessions Soon
FAQ
Who is this for?
Owners and CEOs of small and mid-sized companies where too much still depends on the founder: decisions, numbers and control live in one head instead of in the company.
Do I need all six steps?
No. You can buy a single step and start with the block that hurts most. The steps are designed to connect into a cycle, so the full kit gives you the whole system.
What format are the templates in?
Online spreadsheet templates you copy to your own account, each with a short guide for filling it in.
Do you offer consultations?
Not yet. 1:1 review sessions are coming soon. For now you can buy the templates, and each one comes with instructions so you can fill it in on your own.
What if it is not a fit?
[Placeholder] Describe your refund policy here.
Free
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