The M.O.S.S. System

Love Your Ecosystem

This workbook will be your hub for all things related to the admin side of your services, operations, and business growth trends. The sheets in this workbook track your leads, project portfolio, sales funnel success rates, feast-or-famine cycle, project scheduling, service rates, revenue goals, and quote calculations. The only thing this spreadsheet does NOT do is bookkeeping—at least not yet. Instead, this workbook is designed to help you better understand what markets your business excels in and which services are the most helpful within these markets. By better understanding who you serve and what you do best, you’ll be able to make intentional, calculated growth decisions for your business in the months and years to come. Ready to launch a course, start a blog, or offer a new service? This spreadsheet will help you determine where to start. Feel overbooked or underworked? This spreadsheet will help you forecast and make better scheduling decisions. Not earning the hourly livable wage you need and deserve? This sheet helps you pinpoint where you’re going wrong and how to charge what you need.

WHY “MOSS”?

Mosses function like sponges, soaking up rainfall and ground moisture to keep their environments healthy and properly humid so the ecosystem around them can thrive. Without moss, many environments would wither and die. This workbook is like your business’s moss ground cover, soaking up data on your Market impact, Operations structure, Service menu, and Scalability to provide your business with a healthy foundation saturated in data that encourages growth and attracts like-minded ecosystems (clients and colleagues) to your space.

The goal of this sheet is to provide an incredible amount of high-value data for your business with a low time commitment. Quick entries, simple questions—powerful analytics.