Choose by the job in front of you
Four systems. Four clear starting points.
Each is designed to help you do the next practical task, keep a record of it, and know what to verify before acting.
✦01
For a new or newly formalizing business
Business Starter
Put early setup tasks in a sensible order and keep the questions, documents, and follow-ups together.
What the system is designed to include
- A setup sequence covering research, registration preparation, banking, and record organization
- Business-name and document-folder checklists
- EIN/ITIN preparation prompts with links to verify current official instructions
- A compliance-calendar worksheet with fields for the deadlines that apply to you
- A dedicated, editable n8n Business Starter AI-agent workflow template (user-configured; not a filing service)
Value-check tools
- First-year purchase comparison: setup, recurring, overage, and exit costs in one view
- Startup spend planner to sort costs into verify, buy now, compare, or defer
- Vendor quote log to record scope, renewal, cancellation, and included features
- Editable n8n Business Starter Co-pilot workflow for organizing setup questions and cost comparisons
Scope: A working setup checklist—not a legal entity recommendation, filing service, license determination, or guarantee of approval.
See the workflow details →
✦02
For owners who want a repeatable monthly money review
Financial Control
Organize income and costs, see a simple profit-and-loss picture, and make the next review easier to repeat.
What the system is designed to include
- A monthly close checklist and transaction-categorization routine
- Expense tracker and simple P&L worksheet
- A cash-flow review that distinguishes cash timing from profit
- Prompts for questions to take to a tax or accounting professional
- A dedicated, editable n8n Financial Control AI-agent workflow template (no bank connection)
Value-check tools
- Subscription audit that annualizes recurring charges and estimates cost per use
- Quote comparison for equivalent services, including setup, renewal, and cancellation costs
- User-input break-even worksheet for exploring the sales volume needed to cover a chosen fixed cost
- Editable n8n Financial Control Co-pilot workflow for close questions and recurring-cost comparisons
Scope: A clearer recordkeeping routine—not bookkeeping, tax preparation, a prescribed tax reserve, or a promised profit margin.
See the workflow details →
✦03
For service providers managing proposals, invoices, and follow-up
Client & Invoice
Use a consistent invoice process, keep the payment status visible, and make reminders easier to send professionally.
What the system is designed to include
- An invoice-preparation checklist and reusable invoice layout
- A simple client and invoice status tracker
- Three polite follow-up message templates to adapt to the agreement
- A short weekly review routine for due dates and open balances
- A dedicated, editable n8n Client & Invoice AI-agent workflow template (drafts only; no messages sent)
Value-check tools
- Payment-fee comparison using the rates and fixed fees from current provider quotes you enter
- Net-receipt and gross-needed calculator for a user-entered fee structure
- Invoice follow-up and cash-timing tracker; no default payment term is prescribed
- Editable n8n Client & Invoice Co-pilot workflow for human-reviewed invoice checks and follow-up drafts
Scope: A more organized billing workflow—not a promise that every customer pays on time or that a particular payment term is suitable.
See the workflow details →
✦04
For a small business choosing what to test next
Marketing & Growth
Clarify who you serve, explain the offer, and run a manageable marketing experiment you can review.
What the system is designed to include
- A customer-profile and offer-writing worksheet
- A channel-selection prompt based on time, audience, and budget
- A 30-day action-plan template with a weekly review
- Referral and lead-source tracking prompts
- A dedicated, editable n8n Marketing Experiment AI-agent workflow template (no auto-posting or outreach)
Value-check tools
- Campaign break-even planner based on your own contribution-per-sale estimate
- Channel comparison that can include both cash costs and the time you choose to value
- Cost-per-qualified-conversation tracker with a weekly stop / continue / adjust review
- Editable n8n Marketing Experiment Co-pilot workflow for drafting a test plan and checking break-even arithmetic
Scope: A practical experiment plan—not a guarantee of customers, traffic, sales, or business growth.
See the workflow details →