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
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.
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.