Plan B Business
The Operating Toolkit

27 tools.
One operating system.

The same 27 interactive tools for running a service business, built from a decade of hands-on consulting with Israeli founders, 2015-2026. Available inside the academy. Used in every Plan B operating partnership.

Cash & Finance4

13-Week Cash Forecast

Rolling weekly inflow + outflow sheet. The single discipline every Israeli founder runs on Mondays. Spot a crunch 9 weeks out.

P&L Diagnostic

13-month P&L broken to line items. Find the 3 lines silently eating your margin.

Cash Position Reader

Days of runway at current burn. Updated weekly. The number that ends panic.

Working Capital Audit

AR aging + AP terms + inventory turn. Find the 30+ days of cash trapped in your cycle.

Pricing & Margin3

Value-Based Pricing

Replace cost-plus with value-anchored pricing. Israeli SaaS uses this to charge 5x what their costs justify.

Service Productization

Convert custom work into 3 productized tiers. The leverage shift that took Fiverr from $5 gigs to enterprise contracts.

Discount Discipline Tracker

Every discount logged with reason + approval. Cuts margin leakage 15-30% in 60 days.

Sales & Pipeline4

Pipeline Stage-by-Stage

Conversion rate at every step of your funnel. Find the one stage that's eating 40% of your potential.

LTV/CAC Calculator

Real LTV per acquisition channel. Most founders are spending the most on the worst channel.

Lost-Deal Autopsy

Structured interview script for every lost deal. The data Israeli sales leaders use to fix the funnel in 30 days.

Follow-Up Sequence Builder

5-touch nurture for every pipeline stage. Lifts close rate 18-25% without hiring sales.

Marketing & Growth4

Niche Selector

Map 12 potential niches by margin × market size × competitor weakness. Pick the one to dominate.

Positioning Canvas

Single-sentence positioning that beats 'we do quality work.' The Wix-style niche-first framework.

Content Engine

Weekly content ritual that compounds. 30 minutes a week becomes a moat at month 12.

Meta Ad Budget Allocator

Spend ratios across campaigns by funnel stage. Israeli growth playbook for B2B + B2C service businesses.

Strategy5

5 Whys (Real Why)

Root-cause diagnosis. Ask 'why' five times before proposing a fix. Used by every Israeli ops review.

Balance Wheel

10-axis business health score. Where are you bleeding velocity vs gaining it.

Strategic Map

1-year, 90-day, 30-day cascading plan. Sit-down deliverable for every QBR.

Action Modes

Choose your operating mode this quarter: Defend / Optimize / Attack / Reinvent. The Israeli framework for resource focus.

Annual Strategic Planning

December planning ritual: 3 numbers, 3 commitments, 3 risks. One page. Built from a decade of hands-on consulting.

Operations4

SOP Builder

Document the 5 most-repeated workflows. The first lever for getting the founder out of the bottleneck.

Habit Tracker

Daily founder habits that compound: P&L review, pipeline check, cash check. Israeli-discipline embodied.

AI Prompt Library

50 battle-tested prompts for sales, marketing, ops, finance. Israeli founders adopted AI 2 years before US peers.

AI ROI Calculator

Decide which AI tools earn their seat in your stack. Cuts subscription waste 30-40%.

Team3

Team Utilization

Hours per role on revenue-generating work vs admin. The data that justifies the next hire (or layoff).

Output-Based Hiring

Paid 4-hour test project for every candidate. Israeli army hiring discipline applied to your business.

Weekly Mission Cadence

1 number, 1 owner, 1 deadline per week per person. Replaces standups that produce nothing.

Want to use these tools in your business?

The full toolkit is part of the Plan B operating partnership. Or available inside the academy, open now to US founders.

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