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Planning

Business Decision Template

Big business decisions — taking on a new tool, changing your pricing, pivoting your strategy — are hard to think through when you’re working solo. Without a framework, it’s easy to overthink. Or maybe you operate on gut instinct without stopping to ask, “Is this the right thing to do?”

Watch: How I use this resource →

The Toolbox

This template walks you through your business model, goals, and growth plan in a structured way, so you can make decisions and move forward with confidence.

Use the questionnaire alone as a Google Doc or Notion page. Or connect it to an AI tool, and it will prompt you through each question and save your answers as you go.

Google Doc Make a copy and fill it out at your own pace. Make a copy
Claude Skill Download the file and save it to a Claude project.
Watch: how to install a Skill →
Download
AI Prompt Paste it into any AI tool (like ChatGPT or Gemini) to be walked through the questions. Download
Notion Duplicate the Toolbox in Notion — it holds every Notion resource, so you only have to copy it once. Duplicate

Further reading

The latest posts on business decisions from the blog.

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