FORGE — Business operating systems

Real systems for running a business — not templates you open once.

FORGE builds complete digital operating systems — real spreadsheets with live formulas, paired with the guides that show you exactly how to use them — for financial control, client acquisition, content, automation, and day-to-day operations.

  • Instant digital download
  • Secure checkout via Stripe
  • Real working spreadsheets with live formulas
  • One-time purchase, no subscription
Family Life OS preview Money Reset OS preview Roofing & Remodeling Client Acquisition & Profitability System preview
Premium systems

The flagship operating systems

Substantially more comprehensive: multi-sheet financial and operational systems built to run a whole function of the business, not one task.

Premium

Business Sale Readiness & Valuation Toolkit

Business Sale Preparation

A real, computed valuation model and sale-readiness assessment for small business owners planning to sell in the next 6–36 months — not another free checklist.

Roofing & Remodeling Client Acquisition & Profitability System preview
Premium

Roofing & Remodeling Client Acquisition & Profitability System

Client Acquisition & Business Operations System

A complete client acquisition and profitability operating system for roofing and remodeling contractors — real lead-source ROI, job costing, break-even lead spend, and a full implementation guide. Not a generic CRM, not a 5-column lead tracker.

Financial Operating System for Marketing & Creative Agencies preview
Premium

Financial Operating System for Marketing & Creative Agencies

Agency Financial Operations System

A complete agency financial operating system — 11 connected spreadsheets with real formulas built around AGI, utilisation, realization, and delivery margin, the metrics that actually explain agency profitability. Not a generic small-business template with your logo on it.

Premium

The Launch Path System

Online Business Launch Guide

A single Markdown guide that walks you from an unvalidated idea to a real launch with concrete customer-acquisition steps and a built-in revenue-to-traffic worksheet.

Business Operations OS preview
Premium

Business Operations OS

Business Management Operating System

Strategic goals, a weekly management rhythm, a cross-functional KPI dashboard, a risk register with a real scoring formula, a decision log, and monthly/quarterly reviews — one connected operating system, not a folder of unrelated templates.

Client Acquisition OS preview
Premium

Client Acquisition OS

Sales & Client Acquisition System

Lead database, weighted scoring, proposal templates, a real follow-up system, objection handling, and a sales dashboard with a working win-rate formula — the system between "got a lead" and "got a client."

Small Business AI Automation OS preview
Premium

Small Business AI Automation OS

AI Automation Implementation System

Audit your real processes, calculate real ROI with working formulas, prioritise by impact vs. effort, and implement your first automated workflow with an actual tracker and prompt library behind it.

Standard systems

Focused, single-purpose systems

Real working tools for one specific job — priced for a fast, low-risk first purchase.

Family Life OS preview
Standard

Family Life OS

Family & Home

A guided weekly planning system — the Sunday Reset ritual, a weekly logistics grid, meal planning tied to your grocery list, an age-appropriate chore rotation, and a one-time emergency info sheet.

Money Reset OS preview
Standard

Money Reset OS

Personal Finance

A guided worksheet system that shows your real financial snapshot, finds the subscriptions quietly draining your account, and gives you a concrete 90-day plan — no daily tracking required.

Etsy Seller Growth OS preview
Standard

Etsy Seller Growth OS

E-commerce Operations System

A complete Etsy seller operating system — product research, a real Etsy-fee-aware pricing calculator, listing planner, launch planner, and a working sales dashboard. Not another 'how to sell on Etsy' ebook.

Small Business CFO Operating System preview
Standard

Small Business CFO Operating System

Financial Management System

A complete financial control system that shows exactly where your money is going, what you are actually making, and what you can safely take out — real working formulas, not a decorative spreadsheet.

ADHD Executive Function System preview
Standard

ADHD Executive Function System

Organisational & Productivity System

Brain dump, triage, a 3-task daily priority system, weekly resets, habit tracking with real formulas, and meal/household templates — printable, digital, or tablet-friendly. An organisational system, not a medical treatment.

Social Media Content Command Centre preview
Standard

Social Media Content Command Centre

Content Operations System

A complete content operating system for small businesses and creators — content pillars, a 12-month calendar, hooks and CTA libraries, per-platform workflows, and a real working publishing + analytics tracker with live formulas, not just a template.

FAQ

Frequently asked questions

What exactly do I receive?

A real working spreadsheet (.xlsx) with live formulas, plus a complete written guide — delivered as an instant digital download immediately after checkout.

How do I pay?

Securely through Stripe. FORGE never sees or stores your card details.

Is this a subscription?

No. Every FORGE system is a one-time purchase — you own the file, and there is no recurring charge.

Do I need any special software?

No — files are standard .xlsx spreadsheets that open in Excel, Google Sheets, or Numbers, plus a written guide you can read anywhere.