Coulter Strategy Group
Coulter Strategy Group
BUILT AROUND YOUR BUSINESS.

The Coulter Strategy

For Eli and Shannon, with Levi, Andrew and Rosselen · Revised September 21, 2026

Plans · Numbers · Working forms · Policy drafts for review

A working handoff, prepared with appreciation

Pricing, working examples and how we grow together

Eli and Shannon, this is here to help you move forward.

You’ve already put real work into your businesses. We’ve brought these plans, examples and tools together to support what comes next—not to give you another pile of homework. Start with the decision in front of you: a unit worth buying, an experience worth offering, or client work you can confidently take on.

For EDM, work backward from the sale to a sensible buying limit. For Single Shot, build an offer around the experience and check what it takes to deliver it. For SBO, agree what the client needs, what you’ll deliver and what the work will cost. Each handbook gives you a place to start and the working files to make it your own.

Use what helps now. The rest will be here when you need it. Your experience should shape the next version; feedback is welcome, not an assignment. — Levi, with Andrew and Rosselen

EDM Overhaulers

Open the handbook →

Single Shot Adventures

Open the handbook →

Systematic Business Operations

Open the handbook →

Each business keeps its own figures, records and decisions. Planning cases are estimates, not recorded earnings. Policy drafts need tailoring and review before use. Website previews are local copies, not live booking systems.

How the numbers were reviewed—and how to repeat it · Browse the shared book

Reading options
of 170
Contents
Forms / tools

Keep a blank master of each tool, then save a separate working copy for your business or client. Models and Word files open in a compatible spreadsheet or document app; fillable PDFs work best in a PDF app.

EDM Overhaulers

Single Shot Adventures

Systematic Business Operations

Six-page monthly planning comparison (PDF) · Review method, sources and package limits

All three businesses