The Stage 3 Toolkit
Business Tools for Growing Companies
These tools can help you move beyond doing good work to running a great business.
Foundation Tools
Start here. These tools establish the core framework every well-run business needs — a plan and a budget.
Live
Business Plan Builder
A guided, structured tool that walks you through building a complete business plan — from mission and market to financials and milestones.
Coming Soon
Budget Builder
Build a realistic operating budget for your business. Understand where your money goes and plan for profitability with a structured, easy-to-use builder.
Coming Soon
Finance Tools
Know your numbers. These tools give you visibility into cash, costs, and the financial levers that drive profitability.
Coming Soon
Cash Flow Forecaster
Project your cash position weeks and months ahead. Anticipate shortfalls before they happen and make confident decisions about spending and investment.
Coming Soon
Coming Soon
Burden Rate Calculator
Calculate the true cost of each employee — including wages, benefits, taxes, and overhead. Know your real labor costs before you price a job or hire.
Coming Soon
Sales Tools
Manage your pipeline and forecast revenue. These tools give project-based businesses the visibility they need to track opportunities, anticipate close dates, and project cash flow from sales activity.
Live
Sales Pipeline
Designed for project-based companies, this is an easy-to-use sales pipeline with sophisticated results. Track and manage opportunities in one place. Then see how they affect cash flow through a time-phased forecast that automatically weights revenue by close probability.
HR / Team Tools
Build the right team. These tools help you hire with confidence and develop the people who drive your business forward.
Live
Candidate Assessment Tool
Upload resumes, define your hiring criteria, and get AI-powered candidate scores and recommendations in minutes. Stop guessing and start hiring with confidence.
Strategy Tools
Set direction and execute. These tools help you define what your business stands for and translate strategy into action.
Coming Soon
Values, Vision & Mission Tool
Define what your company stands for, where it is going, and why it exists. Build a foundation that drives consistent decisions and behavior at every level.
Coming Soon
Coming Soon
GSTS Framework Builder
Reverse-engineer your strategic goals into actionable steps. Define Goals, Strategies, Tactics, and Steps — then assign owners and deadlines to make execution real.
Coming Soon
Dashboards & Scorecards
Monitor what matters. These tools give you a real-time view of the financial and operational KPIs that tell you whether your business is on track.
Coming Soon
Financial Dashboard
A single view of the financial KPIs that matter most to your business. Track revenue, margin, expenses, and cash — and spot problems before they become crises.
Coming Soon
Coming Soon
Sales Dashboard
Monitor your sales pipeline, conversion rates, and revenue trends in one place. Know whether you are on track to hit your numbers — before the month is over.
Coming Soon
Industry-Specific Tools
Tools built for the unique challenges of specific industries. These are tailored to the numbers, workflows, and decisions that matter most in your field.
Patient Care Companies
Tools for businesses that see patients and may work with insurance — therapy practices, chiropractic offices, holistic healing businesses, and other patient-facing care providers.
Live
Practice Revenue Modeler
Calculate how many client appointments you need each week to hit your revenue target. See the financial impact of growing your private pay caseload.
Part of a Complete System
Used with Stage 3 Success, these tools are part of a complete system consisting of a framework, a playbook, and a toolkit to help you run your business.