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.
Live
Budget & Performance Manager
Build a structured budget. Track your performance against it. Gain insight from more than a dozen built-in Stage 3 charts and AI-powered financial analysis.
Your accounting software reports numbers. This tool tells you what they mean. Use it to build a better business.
Your accounting software reports numbers. This tool tells you what they mean. Use it to build a better business.
Operating Tools
Run the business day to day. These tools help you manage your pipeline, your cash, your team, and your strategy — so you can operate with clarity and confidence.
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
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.
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.
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
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
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.