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Lever 1: People
Build A high performing team
When people are aligned and supported, growth multiplies. Your people are your greatest lever for growth.
- Hiring Toolkit → Attract the right talent with a proven scorecard and targeted interview questions.
- Job Description Template → Set crystal-clear expectations before hire and throughout employment.
- Working With Me Guide → A leader-and-employee exercise to build trust and start relationships strong.
- Performance Review Template → Develop, recognize, and retain top performers.
- Performance Improvement Plan → Tackle challenges head-on with a structured, fair approach.
- Team Health Dashboard → Spot trends to turnaround issues before they are out of hand.
- Team Building Randomizer Tool → Randomly select meeting ice breakers or where to go for lunch
EVERYTHING INCLUDED IN THE LEVER 1 PACKAGE
organize thoughts on interviews & start the new hire relationship strong
- Remember key details after every interview with a structured tracker.
- Ensure fair, consistent scoring across all candidates.
- Streamline decision-making by sharing the tracker with every interviewer.
- Quickly identify the best fit for each role.
- Customize scoring areas and weightings to align with your hiring priorities.
- Add candidate photos so interviewers can easily match names to faces.
- Working With Me template included – helps leaders and new employees align on working styles, motivations, and expectations from day one (inspired by Scaling People).
- Job description template to simplify role definition.
- Top interview questions guide to make interviews more effective and consistent.
Ensure your employees & you are sharing feedback and expectations with a performance tool
- Track employee goals and progress each quarter for clear accountability.
- Facilitate regular check-ins to give and receive feedback on key areas.
- Leverage suggested focus areas to guide productive conversations.
- Handle performance issues confidently with structured support.
- Prepare employees for promotions through ongoing development tracking.
- Maximize employee potential while ensuring consistent support at regular intervals.
EXCEL & GOOGLE SHEETS version included
improve performance issues and build employees up
- Track development and concerns weekly with clear status updates and comments from both employer and employee.
- Create transparency so employees know exactly what’s expected of them.
- Provide managers with documented proof of progress or lack thereof.
- Foster open communication throughout the 90-day period.
- Generate detailed records to support next steps, whether that’s continued coaching or legal protection in the event of termination.
EXCEL & GOOGLE SHEETS version included
Get a pulse on team health
- Centralize all people metrics in one place for quick visibility.
- Track employee sentiment through eNPS or any survey you choose.
- Measure efficiency with revenue per staff data.
- Monitor performance trends with average performance scores.
- Stay on top of workforce size with total headcount tracking.
- Break down headcount by department for clearer organizational insights.
- Understand workforce demographics to support diversity and inclusion goals.
- Customize the topics and metrics to match your company’s unique priorities.
EXCEL & GOOGLE SHEETS version included
Improve team engagement with a little fun
- Break the ice with ease by generating random team questions or activities.
- Make meetings more engaging with fun, lighthearted prompts.
- Use it for team bonding from conversation starters to choosing lunch spots.
- Customize the list and purpose to fit your team’s needs.
- Save time with one click press the button and instantly get a random result.
EXCEL & GOOGLE SHEETS version included
Lever 2: Product
Sell what customers can't resist
Teams work best when they know the destination.
- Company Roadmap → Give clarity on where the business is headed.
- Competitor Analyzer → Know your competition and show your team where you are and where you aspire to be.
- Customer Persona Development → Create products customers actually want.
- Prioritization Matrix → Score ideas, projects, feature requests & more with weighted values to determine highest impact priorities.
Clear vision + aligned execution = products that win in the market.
EVERYTHING INCLUDED IN THE LEVER 2 PACKAGE
Get the company roadmap out of your head
- Plan by quarter or year across all business functions or within a single unit.
- Provide clear visibility so everyone knows what’s coming next.
- Make planning effortless and transparent for the entire team.
- Map initiatives to avoid overlap and ensure resources are ready when needed.
- Use an automatically updating Gantt-style chart for real-time tracking.
- Bring your vision to life with confidence and clarity through structured execution.
You have to know what your customers are seeing out there
- Gain complete market insight to understand what your competition is doing.
- See where you stand vs. competitors for a clear benchmark.
- Align your team by showing your current position and aspirational goals.
- Keep competitive priorities top of mind with a visual, easy-to-use tool.
- Demonstrate, don’t just tell, use data to show the team the market landscape.
You can't grow a business without knowing your customers
- Understand what motivates your customers and what drives their buying decisions.
- Identify knowledge gaps by answering three simple questions about your audience.
- Use a ready-made interview template to guide conversations and gather deep, actionable insights.
- Define ideal customer profiles with the persona template for sharper product and marketing decisions.
- Enhance growth strategies to attract, win, and retain the customers who matter most.
- Map the customer journey to identify roadblocks and improve conversion.
- Move from guesswork to growth using proven tools to understand your audience and build a business they can’t resist.
Ensure highest priority items are moving forward
- Organize feature requests, ideas, and customer feedback in one structured tool.
- Prioritize projects confidently using a clear scoring system.
- Customize evaluation criteria by defining your own categories and weighting factors.
- Ensure all aspects are considered when deciding what goes on the roadmap.
- Make informed product decisions backed by a systematic prioritization process.
Lever 3: Performance
What gets measured gets improved
Executives don’t guess, they measure.
- Universal KPI Dashboard → Instantly Know the Health of Your Business
- Strategic Goal Planner → Set Goals That Actually Move the Needle
- Budget & Expense Tracker→ Protect Margins, Prevent Overspend
- Goal Alignment Tracker → Track the activities to reaching the North Star
- Project Profitability Analyzer → Know Your True Price and ROI
- Workforce Efficiency Tracker → Simplify Payroll & Time Management
- Brainstorming diagram → Get to the root cause of a problem
- Product Portfolio & Inventory Dashboard → Get a handle on pricing and inventory.
EVERYTHING INCLUDED IN THE LEVER 3 PACKAGE
Track any KPIs you can dream up to goals you set with this universal dashboard tracker
- Measure what matters to drive continuous improvement.
- Set metrics and goals collaboratively with your teams for alignment.
- Leverage suggested metrics and a goal planning tool to define targets for each month.
- Fully customizable tracking to focus on the KPIs that matter most to your business.
- Roll up results company-wide to see overall progress toward goals.
- Track performance by department and consolidate results for a clear overview.
- Make data-driven decisions with visibility into both individual and departmental performance.
Know who is contributing How much to the bottom line
- Forecast revenue and budget expenses by business function for the year.
- Track actuals against your plan to see real-time performance.
- Get instant summaries comparing spending to revenue generated.
- Make smarter financial decisions based on accurate data.
- Spot trends early to adjust strategy before issues arise.
- Keep finances on track with clear, actionable insights throughout the year.
EXCEL & GOOGLE SHEETS version included
Ensure your team is aligned and tracking towards your big vision
- Keep your vision visible for everyone to stay aligned on goals.
- Track quarterly Rocks, weekly progress, and year-to-date execution in one tool.
- Eliminate team misalignment with a single source of truth.
- Ensure everyone is marching to the same beat toward company goals.
- Support ambitious targets by clearly showing where you stand and where you’re headed.
Know when a new product or project will be profitable
- Calculate break-even revenue, units, and months for any project or partnership.
- Evaluate partnerships confidently by knowing profitability timelines upfront.
- Support better negotiations with accurate financial data at your fingertips.
- Apply to any project or initiative to assess viability before committing resources.
Successful companies track where time is spent
- Track time transparently with timestamps for clock-in/out, breaks, and PTO.
- Calculate overtime automatically for accurate payroll.
- Maintain key employee information, birthdays, anniversaries, and emergency contact, in one place.
- Provide accountability for both employees and managers.
- Run payroll without expensive software using the included payroll template.
- Save on subscription fees while keeping time and payroll management organized and efficient.
Brainstorming opportunities & to solve problems
- Identify the root cause of problems with a clear cause-and-effect framework.
- Visualize issues using an Ishikawa (fishbone) diagram for structured brainstorming.
- Analyze opportunities and challenges by mapping contributing factors like product, pricing, or support.
- Collaborate effectively with your team to generate actionable solutions.
- Turn insights into actions to reduce problems such as customer churn and improve processes.
Manage Product & Portfolio
- Track all SKU performance to gain control over inventory.
- Monitor key metrics including SKUs per order, price, profit, launch performance, inventory turns, top products, and expiring SKUs.
- Customize for your business, set up for multiple divisions as needed.
- Make smarter pricing decisions based on SKU performance insights.
- Optimize inventory management to reduce waste and maximize profitability.
Lever 4: Promotion
Reach the right audience and turn them into customers
When sales, marketing, and customer advocacy work together, growth compounds.
- Sales Lead Tracker → Track every lead, every move through conversion.
- Sales Dashboard → Keep a pulse on, revenue, rep contribution and trends.
- Customer Support & Satisfaction Tracker → Turn happy customers into brand advocates.
- Social Media Planning Calendar & Dashboard → Gain customers through being in the community with your expertise
EVERYTHING INCLUDED IN THE LEVER 4 PACKAGE
Track Leads & Opportunities
- Track your entire sales pipeline to stay on top of leads and opportunities.
- Forecast revenue accurately using up-to-date pipeline data.
- Monitor lead types and funnel stages for better visibility and prioritization.
- Identify high-value accounts and track their progress closely.
- Set and monitor sales cycle goals to keep your team on target.
- Focus on top accounts by keeping eyes on the top 5 opportunities at all times.
EXCEL & GOOGLE SHEETS version included
Sales Dashboard to Monitor new business, revenue and rep contribution
- Track exactly who and what contributes to revenue for clear business insights.
- Monitor new vs. returning customers to understand customer behavior.
- Track sales and units by rep along with the number of customers they sell to.
- Analyze sales by period or day to identify successful promotions and activities.
- Monitor sales and units by product for better inventory and pricing decisions.
- Flexible time periods, set up monthly or use any timeframe that suits your business.
Monitor trends with customer interactions and satisfaction (CSAT)
- Monitor high-level customer metrics to identify satisfied customers and potential advocates.
- Track CSAT and NPS scores to understand who is likely to refer your business.
- Focus on what matters most by customizing metrics or using suggested ones.
- Establish a baseline to measure improvements in customer satisfaction and advocacy over time.
- Save time while driving growth by turning insights into actionable strategies that boost referrals and loyalty.
EXCEL & GOOGLE SHEETS version included
Plan social posts and measure impact with a calendar & dashboard
- Plan and schedule posts across all channels to ensure consistent messaging.
- Track engagement to see what content resonates with your audience.
- Develop a clear content strategy to grow your authority and following.
- Identify what works and what doesn’t with data-driven insights.
- Attract and retain customers by delivering the right messages consistently.
Lever 5: Process
The structure to Scale with Confidence
The best companies run on systems, not chaos.
- Project Execution Tracker → Turn ideas into market-ready deliverables
- Executive Project Overview → See every project and who is working on what and progress at a glance
- Decision & Accountability Matrix (RASCI) → Clarify who owns what
- Risk Prioritization Dashboard → Focus on what could hurt the business most
- Process & SOP Management Workbook → Document, track, and optimize every process
- Capacity Planning Schedule/Calendar → Know exactly who is working, off, working too many consecutive days, and more
Strong processes reduce bottlenecks, eliminate confusion, and unlock scalable growth.
Everything included in the Lever 5 Package
Know where projects are at with a monday.com project management template
- Evaluate projects effectively using the project brief template to decide which initiatives should move forward.
- Organize tasks, teams, and timelines with a no-subscription project manager in Excel.
- Mirror familiar tools like Monday.com without the learning curve or subscription fees.
- Track project status, budget, and responsibilities at a glance.
- Ensure projects are delivered on time and with impact through structured planning and tracking.
EXCEL & GOOGLE SHEETS version included
Roles are crystal clear in the organization or projects
- Clarify roles and expectations for every person involved in a project.
- Assign responsibilities using RACI framework: Responsible, Accountable, Supporting, Consulting, or Informed.
- Eliminate confusion about who is doing what at every project stage.
- Improve team accountability and efficiency through clear ownership.
- Ensure smoother project execution by defining roles upfront.
EXCEL & GOOGLE SHEETS version included
First step in minimizing risk is identifying it
- Centralize all risks in one organized place.
- Brainstorm and categorize risks with your team for a comprehensive view.
- Prioritize effectively by assigning values and identifying the highest-priority risks.
- Assign ownership and follow-up dates to ensure accountability.
- Facilitate important risk discussions that might otherwise be overlooked.
- Take proactive action to mitigate risks before they escalate.
EXCEL & GOOGLE SHEETS version included
First step is the hardest with SOPs
- Document processes quickly by simply filling in the blanks.
- Reduce duplicated work and missed steps through clear procedures.
- Maintain accountability across teams with structured SOPs.
- Ensure compliance by having standardized, documented processes.
- Use a department-specific SOP workbook for complete organization.
- Monitor SOP status easily with a dashboard showing which are approved and which are past due for review.
EXCEL & GOOGLE SHEETS version included
See all projects with an executive view
- See all projects and milestones in a single view for complete visibility.
- Track work across the company or by department to understand who is doing what.
- Monitor deadlines with automatic flags for overdue items.
- Use progress bars for instant insights into project completion.
- Keep dashboards up-to-date automatically as milestones, people, and dates are added.
- Ensure accountability by clearly showing what is done and what is pending.
EXCEL & GOOGLE SHEETS version included
Plan who is working & who is off by job
- Identify labor shortages before they become a problem using proactive planning.
- Plan staffing month-by-month with an auto-updating calendar.
- Receive alerts and flags for understaffing or overstaffing situations.
- Monitor consecutive workdays to prevent employee burnout.
- Customize codes quickly to fit your unique staffing needs.
- Ensure optimal workforce management for busy seasons like holidays.
EXCEL & GOOGLE SHEETS version included
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All the tools to assist in growing your business from an executive who has done it.