The Business Owner Reset — A Semi-Annual CEO, Money, Marketing, Growth & Systems Review
You're the CEO, CFO, COO, marketer, and sales team — all at once. This is the twice-a-year reset that helps you step out of survival mode, see the whole business, and decide what to do next.
Most owners don't have a CFO, a board, a marketing agency, or a strategist. They carry all of it alone. The Business Owner Reset gives you the executive review those teams would provide — built so you can run it on yourself, twice a year.
This is not a planner. It's a self-led board meeting: a diagnostic that scores what you're carrying, reviews of every part of the business, and a grounded 30/60/90-day plan.
What's inside:
- The Owner Load Audit — see exactly what you're carrying alone
- The 27-section CEO Reset Workbook — money, marketing, sales, systems, growth, leadership & energy
- The Money & Offer Dashboard (Excel) — profit, margin & your top offer, auto-calculated
- Support-Gap review — the next role to hire or outsource
- Decision-making + nervous-system reset
- A 30/60/90-day plan and a semi-annual scorecard
How it works: See the whole business → decide what to keep, systematize, or hand off → leave with a plan.
Instant & editable: Delivered to your inbox the moment you order. Type directly into the fillable PDFs on your computer, tablet, or phone, save your answers, and re-run it every six months — or print it if you prefer paper. The Money & Offer Dashboard is a working Excel / Google Sheets file.
Made for service-based business owners, practice & clinic owners, healers, wellness leaders, coaches, and solopreneurs running it without a team.
Choose your tier:
- Complete ($17) — Start Here guide, the 27-section CEO Reset Workbook, the Owner Load Audit, and the Money & Offer Dashboard.
- Plus ($19) — everything in Complete, plus two bonus tools: the Support-Gap & Hiring Tracker and the CEO Decision Log.
Start in 5 minutes: open "00 START HERE." Re-run every six months and watch your load come down.
Instant digital download (fillable PDF + Excel). Works in any PDF reader, Excel, or Google Sheets. General business guidance only — not legal, financial, tax, or investment advice.