Resource vault
Page Library
Resource vault
A members-only resource library for masterminds, business communities and any membership with a growing collection of templates, guides and recordings. Members can jump straight to a topic, download the most popular tools and see what has been added lately, with a short note on how to request something new. Choose your own protected downloads and the departments for the latest-additions list when you import it, then rename the topic cards to match how your library is organized.
Everything members have built, borrowed and refined since 2019, in one place. There are 212 resources in the vault: templates you can use today, guides written by members who have done the thing, and notes from every expert workshop.
New this month: the 2027 compensation benchmark for Texas small businesses, and Linh Tran's GM handover plan.
Browse by topic
Six shelves, each looked after by a member who chairs that topic.
Pricing and profit
Price increase scripts, margin calculators and the job costing workbook. 34 resources.
Open the shelfHiring and people
Scorecards, interview guides, offer letters and the first-90-days plan. 41 resources.
Open the shelfCash and finance
The 13-week cash flow model, banker meeting prep and a line of credit checklist. 29 resources.
Open the shelfLeadership team
Meeting agendas, decision rights maps and the GM handover plan. 37 resources.
Open the shelfSales and marketing
Referral programs, proposal templates and a one-page marketing plan. 39 resources.
Open the shelfExit and succession
Valuation primers, buyer readiness checklists and family succession guides. 32 resources.
Open the shelfMembers' favorites
Most downloaded
The tools members come back to every quarter.
13-week cash flow model
The spreadsheet our finance chair uses with every new member. Fill in the blue cells and it does the rest.
Owner's one-page plan
The planning sheet from the annual retreat: one vision, five goals, three priorities a quarter.
Hiring scorecard
Define the outcomes a role must deliver before you write a job ad. With three worked examples.
Price increase letter pack
Five customer letters for raising prices, from a gentle 4% to a full repositioning.
Leadership meeting agenda
A 90-minute weekly agenda for your management team, with a scorecard template.
Compensation benchmark 2027
Pay ranges for 46 common roles in Texas businesses with 5 to 50 staff, from 118 member submissions.
Recently added
Guides and workshop notes, newest first.
Raising prices in a slow quarter
How three members raised prices by 6 to 11 percent last spring without losing a single key account.
Your first senior hire: notes from the workshop
Linh Tran's session in full, with the scorecard, the 90-day handover plan and the audience questions.
Seasonal cash crunches, solved
A member's guide to building a cash reserve in a business that earns 60 percent of its revenue in five months.
Can't find what you need?
Tell us what would help. If two members ask for the same thing, we build it, usually within a month.
Use this page
Make it yours in a few minutes
- Find it in your Control Panel. Go to Content > Page Library and search for "Resource vault".
- Add it to your site. Choose a title and a department. The page arrives as a draft, with its pictures copied to your site and your site's name already in place.
- Change the words and pictures. Open it in the page builder, replace the sample text and images with your own, and make it live when you are ready.