Focused Services are smaller, deliverable-based support options designed for business owners who need help with one specific tool, template, system, document, or planning piece.
These services are ideal when you do not need a full consulting package, but you do need something organized, polished, and practical that helps your business run more clearly.
Operations
&
Systems
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
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
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
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
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 Experience
&
Communication
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
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
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
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
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
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
Financial
&
Business
Tracking
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
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
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
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
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
Marketing,
Sales
&
Visibility
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
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
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
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
Custom
Support
Custom Templates and Systems
Need something that is not listed here?
SBS may be able to create a custom business document, tracker, template, worksheet, planning tool, or branded support resource based on your needs.
May include:
-
Custom business templates
-
Printable planning tools
-
Branded worksheets or guides
-
Sign or decal layout support
-
Simple internal tracking systems
-
Custom client-facing documents
Custom Support
Need one specific piece built?
If you know what you need, reach out with a short description of the tool, template, tracker, or document you’re looking for. If you are not sure what would help most, SBS can help identify the best focused service for your situation.
Pricing Guideline
Focused Services are priced based on complexity, customization, branding needs, and whether the deliverable is created as a basic template, polished document, spreadsheet, dashboard, or full system.
Most Focused Services begin at a smaller project rate, with custom quotes available for more detailed builds.
Simple template/document
Starting at $35–$75
Branded worksheet or form
Starting at $75–$150
Tracker or spreadsheet system
Starting at $125–$300
Multi-part system or dashboard
Starting at $250+