Resource Center

Tools for every
stage of growth

Free starters to improve pricing and proposals today. Full template libraries unlock with Academy enrollment. Custom CFO toolkits ship during the consulting program.

Free Starter Tools

Practical downloads to improve pricing, proposals, and operations before you enroll.

SPIFFY Framework Overview PDF

Free

PDF · 1.2 MB

Profit Margin Calculator

Free

Spreadsheet · 156 KB

Commercial Proposal Template

Free

Document · 890 KB

Academy Library

Full template packs, SOPs, and workbooks included with SPIFFY Framework Academy enrollment.

SOP Template Library (25+)

Academy

ZIP · 4.1 MB

Enroll to unlock

KPI Dashboard Template

Academy

Spreadsheet · 210 KB

Enroll to unlock

Client Retention Playbook

Academy

PDF · 1.8 MB

Enroll to unlock

Hiring & Onboarding Pack

Academy

ZIP · 2.6 MB

Enroll to unlock

CFO Program Toolkit

Custom financial models and implementation assets delivered during the consulting engagement.

P&L Review Workbook

CFO Program

Spreadsheet · 320 KB

Apply for CFO

Pricing Strategy Document

CFO Program

PDF · 1.4 MB

Apply for CFO

90-Day Implementation Plan

CFO Program

Document · 540 KB

Apply for CFO

Insights & playbooks

Short reads on pricing, sales, and operations for service business owners.

Pricing

Why service businesses underprice their work

The three costing mistakes that destroy margin before you ever scale.

6 min read · Coming soon

Sales

From residential chaos to commercial contracts

How to position, propose, and follow up when moving upmarket.

8 min read · Coming soon

Operations

The weekly KPI rhythm every owner needs

Five numbers to review every Friday to stay out of reactive mode.

5 min read · Coming soon

Need help choosing where to start?

Book a complimentary strategy call