A step-by-step pricing template for small business owners who set prices by gut feeling. Uses a real example business with real dollar amounts to walk through three questions: what does it cost you, what do competitors charge (and why), and what is the result worth to your customer. Covers cost-based pricing, competitive context (without copying), value-based pricing, and when and how to raise prices. Built for owners who have never lost a customer to price, which probably means they're charging too little.
A step-by-step cash flow forecast template for small business owners who have never forecasted before. Uses a real example business with real dollar amounts so you can follow the math before applying it to your own numbers. Covers why profit and cash are not the same thing, how to track money in and money out by timing (not just category), a 12-month forecast grid, and what to do when a month goes negative. Built for owners who check the bank balance and hope for the best. This replaces hoping with knowing.
A practical guide for small business owners using AI. Covers what AI can and cannot do, the five real risks (hallucinations, data exposure, copyright, bias, over-reliance), cybersecurity rules for protecting business data, how AI agents and workflows apply to small businesses, five workflows you can start this week with no setup, how to use AI as a thinking partner instead of a content factory, and how to write a one-page AI policy for your team.
A step-by-step guide for small businesses entering the federal and state contracting market. Covers NAICS and NIGP codes, SAM.gov registration, the five major certifications (8(a), HUBZone, WOSB, SDVOSB, DBE), the 2026 8(a) eligibility snapshot, how to build a capability statement, and where to find and bid on contracts. Includes current data on approval rates, rule changes, and common first-timer mistakes. For getting started, not legal advice.
A preparation guide for small business owners considering a loan. Most rejections happen long before the application, because the owner didn't know what lenders actually evaluate or didn't match the right lender to their need. This guide walks through the 5 Cs of Credit (the framework banks have used for decades), compares lender types from community banks to CDFIs to online lenders, lays out the documents and numbers bankers will ask for, and ends with a readiness scorecard. Cited sources. For preparation only, not financial advice.
A decision template for small business owners considering whether to expand, open a new location, or enter a new market. Most expansion decisions fail because owners answer only one of three questions. This template forces all three: what is the outside world doing (PESTLE), what kind of growth is this really (Ansoff Matrix), and can you actually execute it (Operational Readiness). Includes a structured Go/No-Go decision that pulls from the Roadmap and KPI Scorecard. Built on the frameworks Harvard Business School teaches.
A working strategic analysis template for small business owners. Most SWOT analyses fail because they're done without competitive context. This one fixes that by pairing an honest SWOT with Porter's Five Forces, a real competitor scoring grid, and the TOWS Matrix (the action layer most templates skip). Built on the frameworks Harvard Business School teaches and Fortune 500 strategists actually use.
A working scorecard for small business owners. Pairs short-term and long-term goals with a weekly tracking rhythm built from the Balanced Scorecard methodology. Designed as the companion to the 18-Month Business Roadmap, but works on its own. Includes leading-versus-lagging indicator guides by business type, a 13-week tracking grid, and the meeting agenda Fortune 500 companies actually use to review numbers.
A working template for small business owners. Built around three frameworks used by Fortune 500 companies and adapted for businesses your size: EOS Traction for the 90-day rhythm, OKRs for measurable goals, and the Eisenhower Matrix for prioritizing your week.
An in-person gathering in San Antonio, once a quarter. A small group of local business owners around a table with coffee and snacks. No agenda beyond real conversation about what you're working on, what's stuck, and what's next. The connections made in this room are the part of the membership AI can't replicate.
A live Zoom session, once a month, where you bring your actual business problem, and we work through it with you. Small group. No presentations, no lectures. Just your question and a focused conversation with our team and other Member Circle owners.
https://us06web.zoom.us/j/85304219381?pwd=Fu3YKEbietSgKwkg0fim13zbG9pjLX.1
Meeting chat link
https://us06web.zoom.us/launch/jc/85304219381
Meeting ID: 853 0421 9381
Passcode: 332727
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