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The Growth kit: 5 levers of Scale business templates
Business Templates Built from Actual Executive Experience
Over the years as an executive, I developed early versions of these tools to track and monitor every KPI and metric I needed to successfully lead Sales, Marketing, HR, Product, Customer Support and more. I’ve since refined and enhanced them into a 5 lever, ready-to-use system that keeps teams aligned and goals on track. Just plug in numbers and insights appear.
Scaling a business isn’t about working harder, it’s about pulling the right levers at the right time. These executive-ready templates give you the systems to align people, sharpen products, track performance, fuel growth, and streamline processes.
Use them in both Excel and Google Sheets
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organize thoughts on interviews & start the new hire relationship strong
Hire the best fit, the right person for the right seat.
This candidate tracker helps you remember key details after every interview, ensuring fair, consistent scoring for all candidates. Share it with every interviewer to streamline decision-making and quickly identify the best fit. Customize scoring areas and weightings to match your priorities, or use the built-in recommendations. Add candidate photos at the top so everyone can easily match names to faces.
An additional tool included is the Working With Me template, inspired by the book Scaling People, to ensure on day one both the leader and employee share working styles, motivations and expectations.
Ensure your employees & you are sharing feedback and expectations with a performance tool
Everyone has to have goals.
Keep track of their goals and progress each quarter. Check in and give and get feedback on key areas you determine. Suggested areas are inputted to help you out. From performance issue handling to promotions, you're covered here. Get the most out of employees and ensure you're providing support at regular intervals.
improve performance issues and build employees up
90-Day Performance Improvement Tracker with 2-Way Feedback
Enter areas of concern or development and track progress weekly through clear status updates and comments from both the employer and employee. This transparent process ensures employees know exactly what’s expected while giving managers documented proof of progress, or lack thereof.
At the end of 90 days, you’ll have both open communication and the detailed records needed to support next steps, from continued coaching to legal protection in the event of termination.
Get the company roadmap out of your head
Everyone will be aligned.
Use this tracker to set your plan by quarter or year, whether across all business functions or within a single unit. Everyone can clearly see what’s coming next, making planning effortless and transparent. Map out your initiatives to avoid overlap and ensure resources are ready when needed. Gantt-style chart automatically updates with every edit. Then, watch your vision come to life with confidence and clarity.
You have to know what your customers are seeing out there
Know what your competition is doing and where you stand. I love using this template because it gives complete insight into what's going on in the market. Additionally, you can see where you stand vs. the competitors, and it shows your team where you are so everyone is aligned with where you aspire to be. Why tell when you can use a tool like this to show and keep top of mind.
You can't grow a business without knowing your customers
Know what motivates them & what makes them buy.
Start by answering 3 simple questions to uncover what you truly know and don't know about your customers. Then, use the ready-made interview template to guide conversations that reveal deep, actionable insights.
Once you’ve gathered the data, drop it into the persona template to clearly define your ideal customer types. These profiles will sharpen your product decisions, marketing campaigns, and growth strategies helping you attract, win, and keep the customers who matter most.
Next map out the customer journey to ID roadblocks to purchase. With this kit, you’ll move from guesswork to growth, using proven tools to understand your audience and build a business they can’t resist.
Track any KPIs you can dream up to goals you set with this universal dashboard tracker
You can only improve what gets measured.
Work with your teams to determine their metric and goals and get started tracking here. Suggested metrics are inputted to help you out. This is fully customizable to track what you need to goal. They all roll up at the top to see how the company is doing as whole to goal. You may also use it by department and roll up how the entire department is doing to goal.
Know who is contributing How much to the bottom line
Forecast & Budget Sales and Expenses. Measure the Actuals.
Plan your year with ease. Forecast revenue and budget expenses by business function. As the year progresses, simply enter actuals for each category and get an instant summary showing how spending compares to revenue generated. Make smarter decisions, spot trends early, and keep your finances on track.
EXCEL & GOOGLE SHEETS version included
Ensure your team is aligned and tracking towards your big vision
Keep your vision front and center for EVERYONE.
You can’t hit your million-anything goal without knowing exactly where you stand and where you’re headed. This Level 10 meeting–ready Excel tool, inspired by the EOS framework, lets you track quarterly Rocks, weekly progress, and year-to-date execution in one place. Eliminate misalignment and get your entire team marching to the same beat.
Successful companies track where time is spent
Transparency. Accountability.
Inspired by ConnectTeam, QuickBooks Time, and ClockShark but without the subscription fee. Employee or personal time tracking template. Timestamp in and out, handle breaks, paid time off, overtime calculations and keep key employee info like birthdays, anniversaries, and emergency contacts all in one place.
Don't reinvent the wheel figuring out a payroll template
Payroll without the payroll system.
Set up employees, input hours, and let the formulas handle the rest. Built for small businesses that want control without the cost.
Sales Dashboard to Monitor new business, revenue and rep contribution
Know exactly who & what contributes to revenue.
Track new vs. reordering customers, sales and units by rep along with the number of customers they sold to in the period. Track sales by period or day to identify successful promotions or other activities and track sales and units by product. This is set up to be monthly but you may use any time period.
Monitor trends with customer interactions and satisfaction (CSAT)
You're too busy to be on the phone.
Make sure you're watching the high-level metrics to ensure customers are being helped and they are satisfied with this dashboard. Input your own top metrics or use the suggested ones. You will now have a baseline you can start to work to improve.
Know where projects are at with a monday.com project management template
Plan it. Track it. Deliver it.
Begin with the project brief template to determine which projects should move forward and the details needed to ensure impact and completion then move to the no-subscription project manager in Excel that mirrors Monday.com’s layout, perfect for organizing tasks, teams, and timelines without the learning curve. At any moment see project status, budget, and who is responsible.
EXCEL & GOOGLE SHEETS version included
NEVER MISS ANOTHER ROLE OR UPDATE
Imagine each person knowing their exact role & expectations in every step of a project.
Plan out projects and assign each stakeholder as responsible, accountable, supporting, consulting, or informed. Clears up all possible confusion as to who does what.
EXCEL & GOOGLE SHEETS version included
Get the growth Toolkit
All the tools to assist in growing your business from an executive who has done it.