Free resources

The templates we actually use.

Plug-and-play tools we deliver to every Operator Pass member. The simple ones are free downloads. The deep playbooks require an email.

01

Templates

4 resources

Capital Deployment Plan template

The 1-page model we deliver to every Operator Pass member. Plug in your numbers.

Daily ACH margin calculator

Excel/Sheets tool to model your monthly P&L with the new daily ACH debit.

13-week cashflow forecast

Rolling forecast template — the operating system of every retainer client.

Vendor audit worksheet

List every vendor + bill + renewal date. Where the recoverable savings live.

02

Playbooks

3 resources

The Post-Funding PlaybookEmail request

90-day operational checklist. The 12 mistakes that kill MCA borrowers and how to avoid them.

MCA Renewal Timing 101Email request

When to renew, what factor to target, how to negotiate against your existing funder.

From MCA to SBA: The Bridge PathEmail request

How to graduate to long-term SBA financing in 12 months. The cleanup + timing + credit work.

03

Industry kits

6 resources

Restaurant Operator KitEmail request

Menu engineering, labor cost optimization, delivery margin recovery, POS migration.

Trades Operator KitEmail request

ServiceTitan, membership programs, dispatch optimization, pricing book.

Trucking Operator KitEmail request

Factoring, fuel cards, load board strategy, DOT compliance, IFTA filing.

Retail / E-commerce KitEmail request

Inventory turn, Shopify migration, Klaviyo flows, returns optimization.

Healthcare / Dental KitEmail request

Billing optimization, patient retention, credentialing, no-show reduction.

Auto Repair Operator KitEmail request

Shop management, fleet contracts, service writer training, parts margin.

See what a real plan looks like

Read a sample Capital Deployment Plan.

The exact artifact we deliver, anonymized. Format, depth, recommendations. Read it before deciding.

Read the example plan