£47.00 GBP

Get Comfy With Money Ltd and partners share everything. We believe in collaboration over competition, so you can take these tools and workflows, make them your own and share those on too - we believe the more we share the more we grow. All I ask is that you support me as a small business too! If you do share these on, please encourage your friends, colleagues and peers to buy them too :-)

This toolkit is for informational use only. Get Comfy With Money Ltd cannot give any financial, tax or legal advice. Please do your own research and if needed contact a licensed financial advisor before making any financial decisions. Under no circumstances can or will Get Comfy With Money Ltd be held responsible for any costs, loss, damage or injuries (may it be direct or including without limitation indirect loss or damage) that result from the use of this toolkit.

This toolkit is non-refundable, non-transferable and non-refundable as it's a Digital Folder Link. 

By ticking you are confirming you understand the above conditions.

Thriving Business Toolkit

 Here included are beautiful and easy-to-use spreadsheets & templates PLUS a guide to the exact workflow I use to run my business

What you'll get:

  • 1:1 Finance Session with me - To implement the toolkit or money mindset (you choose!)
  • My Signature Workbook - Everything you need to build a thriving business
  • Group Accountability - 1 Month Access to the Consistency Corner
  • 2-Part Masterclass to Set Up Your Personal and Business Workflows 
  • A Guide to the Exact Workflow I Use to Run My Business
  • Video Tutorials and Written Prompts to Help You Get the Most Out of All the Tools!
  • Lifetime Access to All the Tools in Digital Format For You to Download and Make Your Own!
  • PLUS Beautiful and Easy-To-Use Spreadsheets & Templates:

 

1: The Finance Flow System ©

The only place you will see this in the world! Financial spreadsheets to help you track all your numbers (including a finance dashboard, net worth calculator, budgeting, cash flow projections, invoicing, expense tracking, and tax time tracking)

  • Personal Finance Flow Spreadsheet 🌀
  • Business Finance Flow Spreadsheet 🌀
  • Net Worth Calculator 💰
  • Cash Flow Projections Template🔮
  • Event / Product Launch Budget Template 💸
  • Invoice Template 🧾
  • Tax Time Template ⏰
  • Expense Tracker 🧮 
  • Mileage Tracker 🚗 

2: Product Builder and Launch Tracker

Plan your event or product launches in advance, identify product pricing, stay on budget and deliver on time

  • Pricing Sweetspot Formula 🧪 
  • Product Launch Checklist and Timeline 📋 

3: Online Marketing Management Workflow

Stay consistent with a brand and messaging strategy that is authentic to you

  • Social Media Content Planner📱

4: Sales Lead Tracking Process

Keep everything in one place and not let any customers fall through the gaps!

  • Sales Scorecard & Lead Tracker 🌿 

5: Customer Service Workflows

Ensure you're providing a 5-star experience for your clients or customers

  • Your Client Journey Template 🗺️ 

6: Productivity Tools

Help you manage your time and tasks

  • Thriving Business Starter Checklist ✅
  • Productivity Planner 📝
  • Delegation Dashboard 🤝