Finally, a starting point you can trust.

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We know when you’re building your business it’s hard to know who to trust and what resources aren’t scamming you.

And we’re happy to proudly say we are not scamming you and just really want you to succeed, so we’ve gathered 23 documents to launch you as solid starting points in building your business.

These documents have been created to help us build our agency and this consultancy. When relevant, they have been drafted by real attorneys, however, we always recommend to use them as a starting point and have an attorney tailor them to be specific to your use case. But in doing so, it should save you thousands of dollars.

We had one client mention that she spent $3,500 on a Master Services Agreement and didn’t realize she could have used what we gave her and probably spent less than $1,000 to revise it. And that’s just ONE DOCUMENT! We have 23 in here for you, tailored to consultancies and marketing agencies.

These should be pretty straight forward, but you can always book time on The CEO Hotline and Kiley will answer any questions you have!

DOWNLOAD NOW FOR $97

FINANCIAL

How to keep track of your numbers.

  1. Accountable Plan Template
  2. Employee Reimbursement SOP
  3. Quick Books Online SOP
  4. Month End Finances SOP
  5. Year End Finances SOP
  6. Personal Invoice Template

PROJECT MANAGEMENT

How to keep things running smoothly.

  1. Asana SOP (can adjust for your PM software)
  2. Email & Calendar Management SOP
  3. Internal Team Communication SOP

TEAM MANAGEMENT

How to take care of your team.

  1. W-9 Template
  2. Employee Onboarding SOP
  3. Contractor Onboarding SOP
  4. Employee Performance Review SOP
  5. Employer Review Form
  6. Performance Review Team Member Form

EMPLOYEE TERMINATION

How to handle employees when they end.

  1. Employee Termination SOP (Non-Resignation)
  2. Employee Termination SOP (Resignation)
  3. Employee Termination Letter Template
  4. Exit Interview Template
  5. FTE Employment Contract Template
  6. PTE Employment Contract Template
  7. Contractor Employment Contract Templates
  8. Job Description Template
Not sure who to trust or where to start?
We got you!

This entire series of SOPs and Templates comes as a FREE bonus when you purchase our Make Business Personal Accelerator!

This program is the most comprehensive educational training program for service-based women business owners to launch, reset, realign, or pivot their businesses. And you’ll also have the opportunity to join a community of MBP Accelerator Alumni with guest speakers and monthly Q&As with Kiley. Definitely check it out!

LEARN MORE ABOUT THE ACCELERATOR