Monthly Business Toolkit – Templates & Swipe Files Membership

Run the business side in less time.

Proposals written at 10pm, late invoices you keep meaning to chase, cash flow you're guessing at. The Monthly Business Toolkit gives you professional, ready-to-edit templates for the jobs that keep money coming in, with a new batch every month.

What you get

Issue 1: 10 files, available as soon as you join

• Client proposal template (Word)
• Statement of work template (Word)
• Invoice checklist and payment-reminder emails
• Cash-flow forecast with formulas built in (Excel)
• Client CRM / pipeline tracker (Excel)
• Discovery-call script
• Weekly planner and review
• Swipe file: sales-page and offer structures
• Swipe file: email subject lines
• Social content calendar

Every month while you're a member

• A new issue of templates and swipe files in your Members area
• Suggestions welcome: reply to any member email to tell us what you'd like next

Who it's for

• UK sole traders, freelancers and micro-businesses who do their own admin
• New founders in their first year who want a ready-made system
• Freelancers growing into a small studio who need a repeatable client process

What you can do with it

• Send a clear, two-option proposal without starting from a blank page
• Agree scope up front with a statement of work, so extra requests become paid extras
• Chase late payments with a polite-to-firm reminder sequence
• See your cash position for the next 12 months in one spreadsheet

How access works

1. Subscribe using the button above. This is a digital membership, so nothing is posted.
2. Log in to your account on this store with the same email address you used at checkout.
3. Open the Members area and download the current issue. You'll also get an email each time a new issue is added.

Files are Word, Excel, CSV and plain text, so they open in Microsoft Office, Google Docs and Sheets, or LibreOffice.

Billing and cancelling

• Billed monthly at the price shown above, starting on the day you join and then on the same date each month. The price at checkout includes any VAT that applies.
• Cancel anytime, no contract. Cancel from your account or contact us. Cancelling stops future payments, and your access continues until the end of the month you've paid for.
• Files you've already downloaded are yours to keep and use in your own business.
• Full terms: Refund policy and Terms of service.

FAQ

Is this legal, tax or financial advice?
No. These are professional starting points. For contracts and tax, check with a qualified adviser.

Is it UK-specific?
It's written in UK English with UK conventions (for example VAT and late-payment wording), and works anywhere.

Can I use the files for client work?
Yes, in your own business and client work. Please don't resell, share or redistribute the files themselves.

Questions?
Contact us and a real person will reply.

Epic Collections: practical templates, scripts and AI workflows for people who run their own show. New every month. Cancel anytime.