Focused Services | Stillwater Business Strategy

SOP Template / SOP Binder Template

A reusable structure for documenting business processes clearly and consistently.

May include:

SOP format
Purpose and scope sections
Step-by-step process layout
Role and responsibility section
Quality standards
Version control

Onboarding System Template

A reusable structure for bringing new clients into your business smoothly.

May include:

Onboarding checklist
Client welcome flow
Document request checklist
Internal setup steps
Client expectation section
Kickoff process

Expense Audit Template System

A tool to help review expenses, identify waste, and make clearer cost decisions.

May include:

Expense list template
Category dropdowns
Necessity rating
Keep/reduce/remove/review decisions
Savings opportunity summary
Action checklist

Service Menu / Pricing Sheet

A client-facing or internal sheet that organizes your services and pricing clearly.

May include:

Service categories
Service names
Short descriptions
Price ranges or starting prices
Notes or disclaimers
Branded layout, if included

Automation Map

A written or visual plan showing where automation could support your process.

May include:

Current manual process
Automation trigger
Action steps
Tools needed
Owner of each step
Failure/checkpoint steps
Implementation notes

SOP Index Dashboard

A tracker for organizing all SOPs in one place.

May include:

SOP name
Category
Owner
Status
Last updated date
Version
Priority
Dropdowns and clean formatting

Booking & Communication Template System

A set of templates and flow guidance to make booking and communication more consistent.

May include:

Inquiry response template
Booking confirmation template
Reminder template
Reschedule/cancellation template
Follow-up template
Booking flow checklist

Budget System Template

A planning tool for projecting and tracking business, project, event, launch, or monthly expenses.

May include:

Projected income
Projected expenses
Actual income/expenses
Variance summary
Planning assumptions
Notes section

Client Journey Map

A visual or written map of how customers move through your business.

May include:

Inquiry stage
Booking stage
Pre-service stage
Service/delivery stage
Follow-up stage
Retention/rebooking stage
Communication touchpoints

Service Fit Assessment / Scoring System

A questionnaire or scoring tool that helps match prospects to the best service, suite, or tier.

May include:

Assessment questions
Scoring values
Recommendation logic
Score summary
Consultant review field
Use instructions, if included

Project Closeout Packet

A handoff document that summarizes what was completed and what the client should do next.

May include:

Project summary
Completed deliverables
Use instructions
Recommended next steps
Maintenance notes
Future support path

Client Progress Tracker

A tracker for viewing project progress, milestones, deliverables, and next steps.

May include:

Client/project information
Milestone tracker
Deliverable tracker
Status dropdowns
Notes section
Next-step visibility

Profit Tracker System

A simple tracking system for income, expenses, and basic profit visibility.

May include:

Income tracker
Expense tracker
Category summary
Basic profit calculations
Monthly summary
Simple dashboard, if included

Content Planner Template

A planning system for organizing content ideas, posting rhythm, and campaign visibility.

May include:

Content calendar
Platform field
Topic field
Content pillar field
Caption idea section
CTA section
Status dropdowns
Idea bank, if included

Intake Form / Client Questionnaire

A form or questionnaire that gathers the right information before service begins.

May include:

Contact information
Business details
Goals
Needs
Service-specific questions
Budget/timeline questions
Upload or notes section

Client Proposal Template

A polished proposal structure for presenting recommendations, scope, investment, and next steps.

May include:

Client needs summary
Recommended service
Scope and deliverables
Timeline
Investment section
Next steps
Acceptance language

Other Custom Templates or Systems

Inquire about other services

May include:

Sign /Decal Design
Template Design
Anything

CRM / Leads Pipeline Tracker

A simple lead tracking system to help organize prospects, follow-ups, and sales opportunities.

May include:

Lead name
Contact information
Lead source
Service interest
Pipeline stage
Priority
Follow-up date
Notes
Dashboard summary, if included

Financial Dashboard

A clean dashboard to help visualize key financial information.

May include:

Income snapshot
Expense snapshot
Profit summary
KPI section
Monthly overview
Linked tracker tabs, if applicable

Brand Messaging Framework

A framework to clarify what your business does, who it helps, and how to communicate it consistently.

May include:

Positioning statement
Target audience summary
Core problem solved
Transformation/outcome language
Message pillars
Tagline or phrase options, if included
Website/social snippets, if included

Website Page Outline

A structured website page outline or Wix prompt to help you build or update a website page.

May include:

Page purpose
Hero section direction
Service/offer section
Trust/credibility section
CTA section
Wix/Aria build prompt

New Client Welcome Packet

A client-facing onboarding packet that prepares clients for working with your business.

May include:

Welcome message
Process overview
Timeline expectations
Communication boundaries
Preparation checklist
Next steps