Workflow Bundles
Operational system execution systems.
Each bundle is a complete operating system — multiple templates, a setup guide, operational steps and AI guidance, all working together to deliver one business outcome.
Beginner
Sales
Client Acquisition System
Turn cold leads into paying clients — end to end.
Avg close lift
+34%
Time saved/week
9 hrs
Templates
6
CRM trackerQuotation generatorSales proposalInvoice template+2
45–90 minOpen bundle
Intermediate
Finance
Funding Readiness System
Pitch, model and close investor capital with confidence.
Diligence items
30
Model horizon
3 years
Templates
5
Financial projectionsInvestor proposalCash flow modelBudgeting dashboard+1
2–4 hrsOpen bundle
Beginner
HR
HR Onboarding System
Hire, onboard and pay employees the right way from day one.
Onboard time
−60%
Compliance
BCEA · POPIA
Templates
5
Employment contractOnboarding checklistPayroll setup sheetLeave tracker+1
30–60 min per hireOpen bundle
Intermediate
Operations
Operations Cockpit
Run inventory, projects and vendors from one control room.
Error drop
−42%
Trackers
5
SOPs
Built in
Inventory systemProject trackerVendor SOPProduction tracker+1
60–90 minOpen bundle
Beginner
Foundation
Launch Foundation System
Register, structure and legally activate your business.
Setup time
5–14 days
Compliance docs
24
Templates
5
Incorporation packShareholders agreementTax registration checklistCompliance tracker+1
5–14 daysOpen bundle
Intermediate
Marketing
Marketing Launch System
Plan, launch and measure marketing campaigns that convert.
Growth lift
+2.4x
Strategy plays
45+
Templates
5
Marketing strategyContent calendarCampaign trackerKPI dashboard+1
60–120 minOpen bundle
Intermediate
Operations
Compliance Bundle
Stay audit-ready, POPIA-clean and labour-compliant.
Risk areas
4
Templates
5
Audit-ready
Yes
POPIA policy packHealth & safety fileCompliance calendarB-BBEE evidence pack+1
90–120 minOpen bundle
Beginner
Operations
Lease Bundle
Sign, manage and renew property leases without lawyer drag.
Lease types
2
Templates
5
Dispute drop
−70%
Residential leaseCommercial leaseInspection reportRent ledger+1
30–45 min per leaseOpen bundle
Intermediate
Foundation
Business Plan Bundle
Write an investor-grade business plan in a weekend.
Plan length
10 sections
Templates
6
Time to draft
1 weekend
Full business planExecutive summaryFinancial forecastPitch deck outline+2
4–8 hrsOpen bundle