Business-Building Software and Templates
for Christian Business Alliance Members
Business-Building Software and Templates
Writing a business plan, financial model, raising capital, creating an employee policies handbook, sealing a deal with a legal agreement… are just a few of the hundreds of business growth and survival tools you’ll find here.
For more than 30 years with 2+ million copies sold, we’ve been providing entrepreneurs and business owners like you with
comprehensive and easy-to-use software and templates to fund, build and run their organizations.
Whether you need to raise funds, attract clients, manage staff, get their phones ringing with press inquiries,
or “all of the above” — our “Business Power Tools” software apps & templates make building businesses easier
by providing the structure and tools you need to succeed.
Here’s a massive head-start on getting your “house in order.”
All in one place.
No learning curve. Do it yourself, quickly, easily… and save a fortune in the process!
- Build a company on the principles of Christian / Conscious Capitalism
- Produce a business plan that delivers your vision to the world
- Forecast revenue, costs, profit, and Valuation
- Raise the money you need to move forward — On your terms
- Hire, inspire, lead, and manage the best people
- Prioritize marketing opportunities, stop chasing trends, expand ROI
- Engage bloggers and the media for free promotion
- Complete deals with proper written contracts — in plain English
- Produce an Employee Policies Handbook that builds your “Employer Brand”
as well as protects your company from legal actions - Define everyone’s responsibilities from 700+ sample Job Descriptions
with duties prioritized - Publish a Safety Training manual to protect your people
- Revamp all of your sales documents for optimum effectiveness
- Implement operating procedures to keep your people on track
so you can be more productive or enjoy time off…
30+ years of successful experience integrated into
a seamless and secure online collaborative dashboard
to develop your business
Proven wildly successful for start-ups, growing companies, and the consultants who advise them
“It keeps the BIG picture front and center. All in an elegant visual index that looks like a gourmet kitchen drawer!”
Click above to see the demo video — Invest a few minutes and take a tour of the dashboard to this revolutionary business-building machine.
“The customizable encyclopedia of everything you need to know about your business…
but were afraid to ask!”
~ Michael E. Gerber, Author: E-Myth, Business Guru
“Now I can recommend a standardized financial proforma that all of my clients can use. BizPlanBuilder’s financial model has just the right level of detail (without too much!) in the same format every time, eliminating the crazy-making submissions from so many amateurs I used to get.”
~ Robert Steven Kramarz, Investor, Author, Executive Director, Intelliversity The Funding Academy for Innovators – Led by Investors
Plan, project sales, costs & profits, coordinate marketing, establish policies and procedures, send PR releases…
We’ve done it all for you. Just click and customize.
With your own comprehensive, customizable online workbench loaded with apps, docs, templates, videos and worksheets
to organize, fund, run, and scale your company
“It’s the thought leadership management system for your entire company.”
Strategic Planning, Start-Up
and Growth FundingStart / Finance / Grow Efficiently
- Includes BizPlanBuilder – Everything to produce an agile strategic business plan to organize, raise capital, pivot, scale, sell…
- Multiple financial models project Revenue, Costs, Profits, Valuation
- 100% customizable Excel models
- “Elevator” pitch worksheet
- Proven investor presentation deck
- Funding resources
- CRM: advisors, vendors, VIPs
- Tasks, events, promos, proposals
- Stock options documentation
- Shareholder & options tracking
- Corporate, LLC docs
- Board minutes
- Finance & collections letters
- Videos explain all concepts
- “Handbook of Business Planning”
- Details Here…
$27
~ BY THE MONTH ~
Add Your Team $1/Mo Each
$270
~ BETTER BY THE YEAR ~
Averages $22.50 / Mo ( = 2 Months Free)
Add Your Team $10/Yr Each
$397
~ SET FOR LIFE ~
One-Time Investment
Add Your Team $39 Each
Marketing, Public Relations,
Sales & Social MediaEverything to Grow Sales
- Includes Marketing Builder strategic plan template, prioritizes tactics
- 30+ Calculators – (Excel) Budgets, analyze options, pricing, deals
- Positioning / Branding / Naming / Creative development worksheets
- CRM: Advisors, Vendors, VIPs
- Tasks, events, promos, proposals
- Public Relations / Media management with PR calendar & calculators
- Get free promotion in the media
- 20+ Press release templates
- Comprehensive PR tutorial
- Sales Proposal Builder
- Sample sales & reseller contracts
- Prospecting & appointment-setting
- Scripts, emails, letters
- Considerate customer service responses
- Details Here…
$37
~ BY THE MONTH ~
Add Your Team $1/Mo Each
$370
~ BETTER BY THE YEAR ~
Averages $30.83 / Mo (= 2 Months Free)
Add Your Team $10/Yr Each
$497
~ SET FOR LIFE ~
One-Time Investment
Add Your Team $49 Each
Employee Policies & Procedures
Reduce Friction
Organize, Manage, Create Culture
- Includes Employee Manual Builder with 200+ professionally scripted sample Policies and Procedures
- Compliant State x State
- OSHA Safety Training Manual
- Injury & Illness Prevention Plan w/ 161 Safe Work practices
- 700+ Sample Job Descriptions
- Interview Questions & Templates
- Candidate Evaluation Worksheets
- Hiring & Onboarding Correspondence
- Employment Agreements
- CRM: Advisors, Vendors, VIPs
- Tasks, Events, Promos, Proposals
- Security Policies & Procedures
- Discipline & Termination Documentation
- “Manager’s Procedures Guide” +
- “How to Avoid Ruinous Litigation”
- Details Here…
$47
~ BY THE MONTH ~
Add Your Team for $1/Mo Each
$470
~ BETTER BY THE YEAR ~
Averages $39.17 / Mo (= 2 Months Free)
Add Your Team $10/Yr Each
$697
~ SET FOR LIFE ~
One-Time Investment
Add Your Team $69 Each
Do you have an online “marketplace” where members
can offer their products and services?
Stimulate business amongst your members while generating much needed revenue.
Join us here to get a referral graphic & link you can post on your marketplace page.
We also offer free graphics you can add to your website
With its intuitive design and easy-to-use controls, this
dashboard transforms knowledge into action by leveraging
real-world templates proven to handle the issues and projects
necessary to grow your business
It’s like having your own holistic virtual all-in-one business accelerator at your fingertips!
“Who has the time to learn 100+ other individual apps to accomplish as much as you can here?”
The Most Templates and Tools
All Apps Work Alike and Together
- Almost ZERO learning curve!
- Does the job of hundreds of apps
Without you wasting your time
learning to use every. Single. One.
- Easy-to-use system
Complete critical projects quickly- All tools are built on the same platform
- Ongoing updates included
- Collaborate without conflicting copies
- Click from project to project
Each works just as you’d expect- Mindfully curated
Developed and evolved over 30+ years- Edited by a former Sharper Image®
catalog copywriter
Everything is Fully Customizable
Your Business Your Way
- Private label — Insert your own branding
- Include your logo / slogan / tagline
- Customize any / all of the templates
- Company data fills in automatically
Saves typing, speeds completion- Upload your own content
Create new, re-usable custom templates- “Priorities” lists for every area
- Excel-Based calculators
Do / show all the math for better decisions
100% customizable for your business- Insert your preferred RSS feeds
- Consultants save time educating clients
- Expedites due-diligence for
Faster funding or sale
Include Unlimited Team & Advisors
Secure Collaborative Workspace
- Teams engage and buy-In to priorities,
Changes and what they Help create- Remote work empowered
All team members, advisors, and investors
Collaborate, contribute, or review- For now, just +$1 / month each
- CRM system tracks VIPs, projects,
campaigns, proposals, events- Complete and secure control over
Everything anyone can access- App by app — Each with admin,
edit, or read-only privileges- System keeps all documents secure
Organized for easy access- Serves as a “Secure Data Room“
“It’s like the ultimate Swiss Army Knife that builds a solid foundation and infrastructure for those who want complete control of their businesses.”
~ Tony Dohrmann
and… I negotiated an awesome deal for you to access all of it!
Anthony Dohrmann
Executive Director
Safari Christian Business Alliance
“I first met Burke Franklin back in 2000 after already referring my clients to his BizPlanBuilder software. I really like the new dashboard and am very impressed with the depth, breadth, and quality of the documents and spreadsheet calculator templates.
This online dashboard brings together hundreds of business tools by world-class experts who have scripted the best documents, spreadsheets, and strategies for building your business.
I also love it because it does the work of about 50 apps in one. And they all work the same way…
There’s no need to learn 50 different tools to do 50 different jobs.
Learn one, experience how easy it is, and use them all!You can even add your team and advisors (us!) to your subscription and work together as you go.
It’s like the ultimate Swiss Army Knife that builds a solid foundation and
infrastructure for those who want complete control of their businesses.”
~ Anthony Dohrmann, Executive Director, Safari Christian Business Alliance
Special Offer for Christian Business Alliance Members
If you’re going for it no-matter-what and growing your business, making it more successful, more systemized, and more secure, this is our best offer…
Everything You Get Now
Access ALL Panels - Use ALL of these Tools
- - HOME -
Comprehensive Company Canvas / Bulletin Board
Our version of a business model canvas on steroids!Drawn from your business plan, now all of your people can be up-to-date and informed about your company with what to say to customers and vendors.
Everyone Sells! - Organizes All of Your Documents
Makes due-diligence for
Investors/Acquirors fast & easyHaving an organized set of documents, models and presentations readily available for review by investors, acquirors, or partners enables them to act quickly...
Get the Money Sooner!
- BUSINESS PLAN -
BizPlanBuilder® Software System
Evolved & updated 35+ yearsAll of the tools and templates included in BizPlanBuilder have been updated and integrated into the dashboard.
Includes everything you see under the Business Plan tab on the dashboard.
Plus, Ongoing Updates!- Investor Pitch Deck
PowerPoint-based template
What & why of each slide explainedYou can download lots pitch decks from established companies, but here we describe the essence of each slide as you progress through an investor presentation. - 5 & 10-Yr Financial Models
Wizard-driven projections &
Customizable Excel workbooksWe include the original BizPlanBuilder financial models evolved since 1990! Thoroughly updated in 2024. These are Excel spreadsheets uploaded to our online system. They behave a lot like Excel and can be easily customized to fit your unique business model.
Collaborate with your team online.
These can be exported to Excel; however, if you want to maintain organization and collaboration, best to keep them in the dashboard. - Video Tutorials
Introduce & explain each section
What investors, lenders & buyers look for - Ideal for Exit (Sale) / Succession Planning
Asset sale agreements - - CONTACTS -
CRM + Tasks + Events + Proposals
Add key vendorsNot trying to compete with SalesForce, Infusionsoft, Ontraport, and other marketing automation systems, but you do need to keep track of vendors, consultants, and others as well as VIP contacts. - Perfect for VIP Contacts
User-defined fields enable cross-referencing your people every which way. - Use It for Youreself
Manage tasks
Schedule events
Create & track programs - - FINANCE -
Tools for the [virtual] CFOFinancial Models, Calculators, Complete Stock Options docs and Shareholder Tracking, Agreement Templates, Collections Letters... - Funding Resources
Angels, Venture Capital, Lenders - Make Them Pay
Collect your A/R
Escalating series of demand letters - Stock Options Plans
Shareholder tracking - Financial Contracts
Plain-English agreement templates - - HR -
Employee Manual Builder
200+ customizable workplace policiesCovers Just About Everything - Every State This is our proven Employee Manual Builder software updated and transformed into a web-app! In addition to being legal, ethical and compliant, they are also very entrepreneurial to help you build the strongest company possible! - 700+ Customizable Job Profiles
Including goals & priorities
Employees / contractorsThese sample job descriptions enable you to quickly and clearly define your expectations, both for employees as well as independent contractors. In addition to most job descriptions, we include space for Vision, Mission, and Priorities -- Important to people who believe in your company purpose! - HR Correspondence & Documentation
Hiring / Discipline / Termination
Includes Ongoing UpdatesIncludes Offer letters, Progressive Discipline worksheets, and notices, etc. - HR Contracts
Plain-English Agreement Templates - - LEGAL -
Contract Templates, IP Tracking
"Handbook of Business Law"
Sample contract templates
Corporate docs, Intellectual Property Management
Basic Business Law Tutorial for Entrepreneurs / Business Owners - Corporate / LLC Formation Docs
- - MANAGEMENT -
Tools & Templates to Lead Your CompanyIncludes everything you see under the Management tab on the dashboard. Including ongoing updates! - Corporate Governance
Board Meeting Minutes
Buy-Sell Agreement - - MARKETING -
Marketing Builder Comprehensive Strategic Marketing Plan TemplateOur proven Marketing Builder software updated and transformed into a web-app...
Includes everything you see under the Marketing tab on the dashboard.
Plus, Ongoing Updates! - 36 Excel-based Analysis Calculators
Turn complex mathematical marketing conundrums into easy decisionsThey’re great for understanding deals, prioritizing strategies, and making good decisions!Among them you’ll find the methods and formulas, the words and advice to help you target your customers, analyze your competition, determine the future value of customers, prioritize and budget product launches, even evaluate new hires!
- Branding / Creative Brief Worksheets
Selling Plan
Website Testing Apps - - PR & MEDIA -
PR Budget, Planning WorksheetsIncludes Everything On the PR & Media Panel
Plus, Ongoing Updates! - FREE Promotionin All Media
22 Sample Press Releases Media Calendar / Complete PR Tutorial - Marketing / Reseller Contracts
Plain-English Agreement Templates - - PROCEDURES -
Ideal for Systematizing Your CompanyIf you are ever going to be able to take a vacation with a clear conscience, your people need to be properly trained on what to do, backed with complete documentation easily available to them -- making it unnecessary to always need you! - Safety Plan Builder OSHA Compliant
Injury & Illness Prevention HandbookCovers 161+ Safe Work Practices - all documented and editable online. Print out your manual in Word or [best practice] provide online access to your employees to assure awareness of up-to-date practices and procedures. - Security & Loss Prevention
Procedures to Protect Your Business - - R & D -
Product Plans, Development Contracts
Sample contract templates
Work for Hire Agreement, Beta Test Forms - Excel-Based Calculators
Do the Complex Math for You
Makes Better Decision-Making Easier - - SALES -
Announcements, Prospecting &
Appointment-Setting Letters - Sales Proposal Builder
- Customer Contact & Customer Service
Scripts & Email Templates - Sales Contracts
Plain-English Agreement Templates
Collaboration
Add as Many People as You Want
Work Together with Your Team & Advisors
Add Prospective Buyers with Read-Only AccessWork together on your company using these tools and collaborative "workbench"
All 3 Toolsets
$97
~ BY THE MONTH ~
Add Your Team for $1/Mo Each
All 3 Toolsets $97/mo
$970
~ BETTER BY THE YEAR ~
$81 / MO (2 months Free)
Add Your Team for $10/Mo Each
$1497
~ SET FOR LIFE ~
One-Time Investment
Add Your Team for $149 Each
Includes Ongoing Updates!
As we add more content, you get that too!
Add Unlimited Additional Team & Advisors
to your subscription for just $1 / mo each!
Price Protection
Keep making the low payments and keep your credit card up to date,
you can enjoy this low-price subscription to all of our Business Power Tools as long as you want!
Enhanced 128-bit Cyber Security
You control access, user by user, app by app!
Give your team & consultants access to collaborate, contribute and communicate!
