We use cookies for analytics and ads to improve this site. Privacy policy

Cookie settings

Strictly necessary cookies (security, and remembering this choice) are always on. Privacy policy

Analytics & ads cookies

Chapter 13 · page 174

13-Week Cash Plan

Money in and out for the next 13 weeks. A closing balance below zero is a problem you can now see coming.

XLSSpreadsheetPDFPDF
Preview of 13-Week Cash Plan
Preview of the first page. The file includes a "How to use" section and a worked example.
Chapter by chapter

All 15 templates

Fill these in Calculated for you Worked example
Download all (2.6 MB)
T01 Preview of Decision Rules
Chapter 1 · page 160

Decision Rules

Log every question that reaches you for five days, then turn the top three into written rules your team can follow.

T02 Preview of Lead List and Stages
Chapter 5 · page 161

Lead List and Stages

One row per enquiry, a stage and a next date for each, and a funnel that shows where leads drop.

T03 Preview of First Reply Messages
Chapter 6 · page 162

First Reply Messages

Replies that go out within five minutes for WhatsApp, website, missed calls, after hours and portal leads. Part 1 of the Follow-Up System.

T04 Preview of Follow-Up Messages
Chapter 7 · page 163

Follow-Up Messages

The 7-touch sequence after every quote, one useful touch at a time, and the daily follow-up list. Part 2 of the Follow-Up System.

T05 Preview of Review Requests and Replies
Chapter 4 · page 164

Review Requests and Replies

Ask at the happiest moment and reply to every review within 48 hours: five ready messages and a review log.

T06 Preview of One-Page SOP
Chapter 8 · page 165

One-Page SOP

The best person's way of doing a job, written so anyone can follow it, with a worked example.

T07 Preview of Role Card
Chapter 9 · page 166

Role Card

One page per role: what the person owns, decides and is measured on. Shared file with T8.

T08 Preview of KRA Examples by Role
Chapter 9 · page 167

KRA Examples by Role

Three to five results per role that the person can influence and you can count. Shared file with T7.

T09 Preview of 6 PM Report and Daily Huddle
Chapter 10 · page 168

6 PM Report and Daily Huddle

Numbers entered once by 5:30 PM, a WhatsApp-ready summary at 6 PM, and a 10-minute huddle sheet.

T10 Preview of Weekly and Monthly Review
Chapter 10 · page 169

Weekly and Monthly Review

A 30-minute weekly and a 60-minute monthly agenda. Every meeting ends with decisions, each with one owner and a date.

T11 Preview of Automation Recipes
Chapter 11 · page 170

Automation Recipes

One line per recipe: when this happens, then do that. Plus an audit that ranks which repeated tasks to automate first.

T12 Preview of One-Page Dashboard
Chapter 12 · page 171

One-Page Dashboard

Five morning numbers with targets and red / amber / green status, plus the monthly view.

T13 Preview of Credit Policy
Chapter 13 · page 172

Credit Policy

Your own credit limits and terms, written once and shared with sales and accounts. Shared file with T14.

T15 From your QR code Preview of 13-Week Cash Plan
Chapter 13 · page 174

13-Week Cash Plan

Money in and out for the next 13 weeks. A closing balance below zero is a problem you can now see coming.

Using them

Start with one. Run it for a week.

01

Pick your chapter

Open the template for the chapter you just read. Each one starts with a short "How to use".

02

Fill the yellow cells

Overwrite the example row with your own. Grey cells calculate themselves.

03

Review every week

Same day, same time. The numbers tell you which rule or system to fix next.

Want these running in your business, not just on paper?

A Growth Diagnostic shows which systems to install first, with a 90-day plan.

Book a Growth Diagnostic

Get all 15 templates, free

Fill this once. Every file unlocks, and we email you a link to open them on any device.

+91
Your business

No spam: one email with your link, and occasional practical tips. Privacy Policy