Plan & Prepare
Set yourself up for success with this comprehensive business toolkit
Every business needs a document toolkit, that has the essentials set up and ready to use at a moment's notice. But where to start, and how to make sure you can actually use what you have??
It's easy, with a Thriving Toolkit!
Thrive's Plan and Prepare toolkit is a comprehensive suite of templates, resources and step by step tutorials, so that you can confidently and professionally handle enquiries, project work and request payment - all from with Microsoft 365 apps, and without wasting your valuable time faffing about with formatting!
You, and your clients, deserve practical and professional documents that:
- clearly demonstrate your professionalism
- are consistent and on-brand, so that clients recognise your content on sight
- are easy to edit and update, as your business grows and evolves
- let your expertise shine!
This toolkit gives you all of the documents you need to manage your business, that are also easy for you to tailor to your style and expertise! Work smarter, with confidence in your business, with the Plan and Prepare Thriving Toolkit
Normally $261 if you purchased all of these elements individually.
BUT you can get your business toolkit up and running for ... just $129 AUD!
Thriving Toolkits are a pre-selected bundle of Thrive's DIY Templates and Resources.
Plan & Prepare is a comprehensive suite of these tools from Thrive, so that you can manage your business with confidence - all from within Microsoft 365!
Simply add your logo, fonts and colours, and you are good to go!
Your Toolkit includes:
Professional Profile
DIY Microsoft Word Template
Let your expertise shine with this first opportunity to impress potential clients
Proposal
DIY Microsoft Word Template
A quality proposal reassures potential clients that you are the professional they need
Service Agreement
DIY Microsoft Word Template
There's no reason this important document can't also be stylish and on-brand
Report
DIY Microsoft Word Template
Prepare and send expert content in a layout that will wow your clients
Invoice (GST & non-GST)
DIY Microsoft Word Template
Request payment from clients in a way that is both professional and tax compliant
Business Income Tracker
Microsoft Excel Workbook
A practical and clear way to track and manage your business income
Budget & Forecasting
Microsoft Excel Workbook
Test different pricing options and sales volumes to be able to meet your business goals
eBook: Templates in Microsoft Word
Transform your newly created documents into templates so you can work even smarter
eBook: Styles in Microsoft Word
Stamp your own branded personality onto your documents with ease using Styles
All templates include a step-by-step video tutorial so you know exactly how to make these templates your own!
Still not sure?
The Plan & Prepare Thriving Toolkit is designed to help you manage your business with the tools and skills you already have! No extra subscriptions or programs, no jargon or tech-speak. Just practical solutions that you can implement straight away!
If you still aren't sure, then maybe these top tips will help you decide if it's right for you:
I use Microsoft on the web - will this be an issue?
All of Thrive's templates and resources are designed to be used with Microsoft 365, and will work on both the web and desktop versions (Mac and PC too!).
You may experience some issues updating headers and footers in Word on the web. It is possible, but will take a little bit more patience to complete. None of the Excel resources require editing of the headers or footers.
Can I build my own customised toolkit?
Not at this time. The toolkit has been put together specifically for helping you to manage your business finances, using the resources available from Thrive.
If you are interested in putting together a specific set of Thrive products, please get in touch here, and we can see how we can help.
Do I have to be an expert in Microsoft to use a template?
Short answer - no.
All of Thrive's DIY Templates are designed with all of the hard work (formatting, tables, sections, etc) done for you - you just need to add your logo, and change the colour and style of the fonts, and you will have most of what you need to get started.
If you need a little bit more support, your toolkit includes the step-by-step video tutorials, with unlimited access. You can take your time, and use the tutorials to help step you through the process!
Hi there - I'm Marianne (or Maz!)
In case we haven't already connected, I'm the owner, Magic Maker and problem solver here at Thrive. Officially, I'm a systems and processes Online Business Manager (OBM), specialising in Microsoft 365. I'm also certified in some other useful programs like Simplero and Mailchimp.
For years, I worked in corporate administration roles (I worked at every level of admin from reception through to 1:1 Executive Assistant to C-Suite types!). No matter what role I had, I was the problem solver, the 'make it happen' person, when it came to documents, spreadsheets, presentations and systems.
All of this (last-minute, urgent, insane expectation level) experience has shown me that that it's possible to do some incredible things within the tools you already have access to. I know that with a little know-how, you can confidently manage your business and wow clients using practical, common-sense tools that align with how you like to work, and what your clients need!