Everything in the Template Only option, plus a 45-minute video call with the team to walk through the tool together and get it working for your business from day one.On the call, you'll set your opening balance, enter your overheads, and populate your first pipeline entries. You leave with a live forecast, not a blank spreadsheet.Includes: the full working Excel workbook, the written setup guide, and a 45-minute 1:1 setup call with Brian.A booking link is sent within one business day of your order.
Everything in the Template Only option, plus a 45-minute video call with the team to walk through the tool together and get it working for your business from day one.On the call, you'll set your opening balance, enter your overheads, and populate your first pipeline entries. You leave with a live forecast, not a blank spreadsheet.Includes: the full working Excel workbook, the written setup guide, and a 45-minute 1:1 setup call with Brian.A booking link is sent within one business day of your order.