Founder templates · Built for £1M–£10M B2B businesses

The tools I use with client companies, ready to open on Monday.

Seven working files: spreadsheets that calculate, not checklists that decorate. Each one encodes how I actually examine a business — its numbers, its margin, its pipeline, its board. £49 each, or all seven for £199. Yours immediately after checkout.

The templates

Each one arrives with a worked example, so you can see what good looks like.

Excel · Measurement

KPI Scorecard for Founders

Sixteen KPIs a founder should actually watch, across commercial, margin, cash and founder dependency.

  • Monthly tracking with automatic status flags
  • Targets and tolerances you set once
  • Founder-dependency measures most scorecards omit
£49Buy
Excel · Economics

Unit Economics for B2B Services

The economics of one client, made explicit: what you keep, what it cost to win them, how fast they pay back.

  • Gross margin per client, CAC, payback, LTV
  • Price × delivery-hours sensitivity grid
  • Benchmarks for healthy services businesses
£49Buy
Excel · Cash

Cash Flow Forecast

A 13-week forecast for the next quarter's decisions and a 12-month view for the board.

  • Receipts scenario lever for stress-testing
  • Buffer warnings before a week goes red
  • VAT and tax spikes built into the rhythm
£49Buy
Excel · Margin

Improving Gross Margin in a Services Business

A margin problem is rarely one problem. Five levers, each priced, bridged from the margin you have to the one you want.

  • Five-lever margin bridge calculator
  • Annualised value of the full programme
  • A playbook for pulling each lever
£49Buy
Excel · Sales

Sales Pipeline Conversion Diagnostic

Pipelines leak at a specific stage for a specific reason. Find the stage, price the leak, fix the right thing.

  • Stage conversion against B2B benchmarks
  • What fixing each stage alone is worth
  • A playbook for every leaking stage
£49Buy
Excel · Pricing

B2B Service Pricing Calculator

Three numbers decide a defensible price: your cost floor, your margin target, and the value to the client.

  • Cost floor, margin price and value anchor
  • The quoting range between them
  • Margin tested at any quote you enter
£49Buy
PowerPoint · Governance

Board Reporting Pack for Founders

A twelve-slide board pack that produces decisions, not a quarterly diary. Written the way boards like to read.

  • CEO summary, KPI dashboard, cash, pipeline
  • People, priorities and a decisions slide
  • Guidance notes on every placeholder
£49Buy

The Founder Toolkit — all seven templates

Everything above in one purchase: the scorecard, the economics, the cash, the margin bridge, the pipeline diagnostic, the pricing calculator and the board pack.

£343 separately
£199
Buy the Toolkit
Instant delivery

Pay by card through our secure checkout. Your download page opens the moment payment completes, and the same link arrives by email.

Worked examples

Every file opens with realistic numbers already in it, a Read Me explaining the thinking, and yellow cells marking exactly what to change.

Built to be used

These are the same tools I use inside client engagements — formulas, benchmarks and playbooks, not decorated checklists.

If a template is not useful, reply to your receipt within 14 days and I will refund it. For your own business use; please do not redistribute.

Questions before buying? Email liam@clarityos.coach.