Sage Advisory Co.
DIY Business Strategy Workbook - for Entrepreneurs
DIY Business Strategy Workbook - for Entrepreneurs
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DIY Business Readiness Workbook & Scorecard - Digital Download
Get clarity, direction, and momentum without hiring a consultant.
Running a small business can feel like flying a plane while building it. The Business Readiness Workbook & Scorecard helps you hit pause, zoom out, and take strategic control, without the overwhelm.
Whether you're planning for growth, navigating a pivot, or just need to get your house in order, this downloadable DIY toolkit gives you a clear picture of where you stand and exactly where to go next.
What’s Inside:
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Business Readiness Scorecard
A fillable assessment across key areas: financials, operations, marketing, team, and more. Instantly see where you’re strong and where you need support. - 
Strategic Planning Workbook
Guided prompts, reflection sections, and editable templates to turn insight into action. Perfect for solo founders or leadership teams. - 
Mini Guide + How-To Instructions
Walk-through for setup, scoring, and quarterly check-ins. No fluff, just actionable clarity. 
Who It’s For:
- 
Small business owners feeling stuck or spread thin
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Entrepreneurs preparing for funding, expansion, or hiring
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Founders who want structure, now, without the consulting fee
 
Why You’ll Love It:
- Think like a strategist: even if you’re in the weeds
 - Fix bottlenecks fast: spot what’s missing before it costs you
 - Build momentum: know what to prioritize and when
 - Revisit quarterly: save time with repeatable, editable templates
 
Format:
Instant Digital Download (Google Sheets + PDF versions)
Easy to duplicate, customize, and reuse each quarter
Real Feedback:
“This helped me see the gaps in my business I didn’t know were there. Way more useful than a one-off consult.”
Michelle A., Owner, Trade Services Co.
Bonus Tip:
Use it in team planning sessions or retreats to align priorities and goals. Improving engagement, employee buy-in, and team productivity.
Ready to stop guessing and start growing?
Download your DIY Business Readiness Workbook today and start making sharper, smarter decisions right away.
