VOLUME 2: Structure & Strategy – “Build It Right”
Volume 2: Structure & Strategy – “Build It Right”
You’ve started. Now it’s time to structure your business like a CEO.
You’ve got the name. Maybe even a few clients. But behind the scenes? Things feel messy. Your prices don’t match your value. You’re still guessing at your money. You want to grow, but you know something’s missing.
Volume 2 of Business in a Box is your back-end blueprint.
We help you clean up, organize, and strategically set up the foundation that supports long-term growth, consistent revenue, and financial clarity.
What You’ll Get:
✔️ Business Budget & Financial Forecasting Template
Know what’s coming in, what’s going out, and how much you really need to thrive.
✔️ Banking & Bookkeeping Setup
Step-by-step guide to opening your business bank account and choosing tools to manage your money like a pro (even if you’re not one).
✔️ Plug-and-Play Pricing Calculator
Confidently price your services or products using real numbers, not guesswork or comparison.
✔️ Business Registration Guide
Learn how to set up your Google Business page, apply for a DUNS number, and register any licenses you need to operate smoothly and legally.
✔️ Business Credit Starter Kit
Start building business credit the right way with vendor accounts, EIN usage, and early credit-building steps.
✔️ Services Script + Elevator Pitch
Master how to talk about your business in DMs, emails, networking events, and on your website. No more awkward pauses.
✔️ Fill-in-the-Blank Business Plan
Craft a simple but effective plan for growth, funding, or staying on track as you scale.
✔️ First Offer Builder
We help you develop your first (or next) signature offer, package, or freebie with structure, pricing, and positioning included.
By the end of Volume 2, you’ll:
Have a financial plan that makes sense (and profit)
Be set up to take payments, track expenses, and stay audit-ready
Know exactly how to talk about your business and what you sell
Have a first or next offer that’s structured, priced, and ready to promote
Be prepared for the systems and automation we introduce in Volume 3
This is for you if:
You’re already offering services but feel unorganized
You’ve never created a true business budget or financial forecast
You’re undercharging or unsure how to price your work
You want to grow your business with more structure and less stress
Volume 2: Structure & Strategy – “Build It Right”
You’ve started. Now it’s time to structure your business like a CEO.
You’ve got the name. Maybe even a few clients. But behind the scenes? Things feel messy. Your prices don’t match your value. You’re still guessing at your money. You want to grow, but you know something’s missing.
Volume 2 of Business in a Box is your back-end blueprint.
We help you clean up, organize, and strategically set up the foundation that supports long-term growth, consistent revenue, and financial clarity.
What You’ll Get:
✔️ Business Budget & Financial Forecasting Template
Know what’s coming in, what’s going out, and how much you really need to thrive.
✔️ Banking & Bookkeeping Setup
Step-by-step guide to opening your business bank account and choosing tools to manage your money like a pro (even if you’re not one).
✔️ Plug-and-Play Pricing Calculator
Confidently price your services or products using real numbers, not guesswork or comparison.
✔️ Business Registration Guide
Learn how to set up your Google Business page, apply for a DUNS number, and register any licenses you need to operate smoothly and legally.
✔️ Business Credit Starter Kit
Start building business credit the right way with vendor accounts, EIN usage, and early credit-building steps.
✔️ Services Script + Elevator Pitch
Master how to talk about your business in DMs, emails, networking events, and on your website. No more awkward pauses.
✔️ Fill-in-the-Blank Business Plan
Craft a simple but effective plan for growth, funding, or staying on track as you scale.
✔️ First Offer Builder
We help you develop your first (or next) signature offer, package, or freebie with structure, pricing, and positioning included.
By the end of Volume 2, you’ll:
Have a financial plan that makes sense (and profit)
Be set up to take payments, track expenses, and stay audit-ready
Know exactly how to talk about your business and what you sell
Have a first or next offer that’s structured, priced, and ready to promote
Be prepared for the systems and automation we introduce in Volume 3
This is for you if:
You’re already offering services but feel unorganized
You’ve never created a true business budget or financial forecast
You’re undercharging or unsure how to price your work
You want to grow your business with more structure and less stress
Volume 2: Structure & Strategy – “Build It Right”
You’ve started. Now it’s time to structure your business like a CEO.
You’ve got the name. Maybe even a few clients. But behind the scenes? Things feel messy. Your prices don’t match your value. You’re still guessing at your money. You want to grow, but you know something’s missing.
Volume 2 of Business in a Box is your back-end blueprint.
We help you clean up, organize, and strategically set up the foundation that supports long-term growth, consistent revenue, and financial clarity.
What You’ll Get:
✔️ Business Budget & Financial Forecasting Template
Know what’s coming in, what’s going out, and how much you really need to thrive.
✔️ Banking & Bookkeeping Setup
Step-by-step guide to opening your business bank account and choosing tools to manage your money like a pro (even if you’re not one).
✔️ Plug-and-Play Pricing Calculator
Confidently price your services or products using real numbers, not guesswork or comparison.
✔️ Business Registration Guide
Learn how to set up your Google Business page, apply for a DUNS number, and register any licenses you need to operate smoothly and legally.
✔️ Business Credit Starter Kit
Start building business credit the right way with vendor accounts, EIN usage, and early credit-building steps.
✔️ Services Script + Elevator Pitch
Master how to talk about your business in DMs, emails, networking events, and on your website. No more awkward pauses.
✔️ Fill-in-the-Blank Business Plan
Craft a simple but effective plan for growth, funding, or staying on track as you scale.
✔️ First Offer Builder
We help you develop your first (or next) signature offer, package, or freebie with structure, pricing, and positioning included.
By the end of Volume 2, you’ll:
Have a financial plan that makes sense (and profit)
Be set up to take payments, track expenses, and stay audit-ready
Know exactly how to talk about your business and what you sell
Have a first or next offer that’s structured, priced, and ready to promote
Be prepared for the systems and automation we introduce in Volume 3
This is for you if:
You’re already offering services but feel unorganized
You’ve never created a true business budget or financial forecast
You’re undercharging or unsure how to price your work
You want to grow your business with more structure and less stress
VOLUME 2: Structure & Strategy – “Build It Right”
Who It’s For:
Entrepreneurs who’ve started but feel disorganized behind the scenes
Business owners making money but not tracking it
Founders overwhelmed by pricing, structuring services, or scaling
Creatives or service providers who need a clean back-end and strategic plan
What’s Included
1. Business Budget & Financial Forecasting Template – “Know Your Numbers”
A plug-and-play spreadsheet to:
Track monthly expenses and revenue goals
Plan for taxes and profit
Project 3-, 6-, and 12-month cash flow
Benefit: Confidence in your numbers. No more guessing whether your business is sustainable or profitable.
2. How to Open a Business Bank Account + Choose Accounting Tools – “Separate Your Coins”
Guidance on:
What documents you need to open a business account
Choosing a tool (Wave, QuickBooks, Notion, Excel)
Setting up a simple bookkeeping routine
Benefit: Avoid tax headaches. Stay audit-proof and organized like a real CEO.
3. Offer & Package Pricing Formula + Calculator – “Charge What You’re Worth”
Includes:
Realistic pricing strategy (based on cost + value + time)
Hourly and package-based calculator
Pricing confidence checklist
Benefit: Ditch undercharging. Walk away knowing how to price to profit — not just to sell.
4. Business Registration Guide – “Make It Official Everywhere”
Covers:
DUNS Number (for funding & contracts)
Google My Business (get found online)
State and county licenses based on business type
Benefit: Position your business for grants, growth, and visibility. Set yourself up to scale.
5. Business Credit Starter Kit – “Build Leverage, Not Just Sales”
Step-by-step on:
Creating business credit profiles
Starter vendors to apply for
How to separate personal and business credit
Benefit: Build the foundation to borrow and grow without always using your own money.
6. Elevator Pitch + Services Script – “Talk About Your Business Like a Pro”
Includes:
How to write a one-liner pitch
Sample service introductions and value statements
Templates for DMs, emails, and networking events
Benefit: Sell yourself without sounding salesy. Speak about your business with clarity and confidence.
7. Simple Business Plan Template – “Your Vision, Mapped Out”
A fill-in-the-blank PDF that covers:
Mission, audience, goals, offer stack, income streams
Marketing plan basics
1-year roadmap
Benefit: Have a real plan to grow — not just vibes. Use this for funding, coaching, or clarity.
8. Setting Up Your First Offer – “From Idea to Income”
Includes:
Guide to choosing a service, product, or freebie
Step-by-step framework to package and launch
Tips on naming, describing, and pricing your first offer
Benefit: Stop waiting for perfection. Get your first (or better) offer live and ready to sell.