Business Preparedness Starter Package™
You know you should get organized. Start here.
You don’t need a complete continuity, succession or exit plan today.
You need to know what you already have, what’s missing and what deserves your attention next.
The Business Preparedness Starter Package™ is a self-guided program for established business owners who want to organize critical business information, identify preparedness gaps and build a practical action plan—at their own pace, with professional guidance when they need it.
Self-guided. Practical. Built around your schedule.
WHY SELF-GUIDED?
Not everyone needs—or wants—a weekly live program.
Some business owners prefer to work independently, move at their own pace and fit preparedness around client work, family responsibilities, travel or an unpredictable schedule.
The Starter Package gives you the same preparedness foundation as Business Preparedness Foundations™, but in a flexible self-guided format.
You’ll still have professional guidance through your midpoint check-in and personalized final review.
You choose the pace. I help you stay focused on what matters.
What You'll Walk Away With
By the end of the Business Preparedness Starter Package™, you'll have:
✓ A completed Business Snapshot™ summarizing your business.
✓ A central place to organize your essential business information.
✓ A clear understanding of the Business Preparedness Pillars™.
✓ A directory of your key people and contacts including professional advisors and business contacts.
✓ A list of the people who may one day need to support your business.
✓ A personalized Business Preparedness Action Plan™ prioritizing your next steps.
✓ A clearer understanding of what is already handled, what is missing and what needs attention next.
✓ A better understanding of which planning conversations may eventually be needed — continuity, contingency, incapacity, succession or exit.
STAGE → PREPARE
Best For: Established Canadian business owners who hold much of the business knowledge and decision-making themselves.
Available For
Sole proprietors
Self-employed professionals
Incorporated owner-operators
Small businesses with 1–20 employees
Format: Self-guided with personalized support
Estimated Time Commitment:
Typical completion within 4–8 weeks
Estimated time is 6–10 hours
Includes:
✔ Your Welcome Video & The Dahlias Planner™
✔ Guided learning materials
✔ Mid-point check-in with Jodi
✔ One-hour personalized review session
✔ Personalized Business Preparedness Action Plan™
Investment: $247 CAD +HST
The Business Executor Method™
The Business Preparedness Starter Package™ represents the PREPARE stage of the Business Executor Method™:
LEARN → PREPARE → PLAN → ACT
LEARN — Understand what applies to you and what your business may need to prepare for.
PREPARE — Organize the information, people, responsibilities and professional support your business depends on.
PLAN — Make the decisions and create the continuity, contingency and transition instructions your circumstances require.
ACT — Communicate the plan, prepare the people involved and make sure they know where to start.
The Starter Package helps you build the foundation before deeper planning begins.
What is Business Preparedness?
Business preparedness is the work you do to make sure important knowledge, information and decisions about your business don’t depend entirely on you.
It asks:
What does the business depend on?
Where does critical information live?
Who needs access to what?
Which professional advisors are involved?
What decisions have already been made?
What still needs to be decided?
Where would someone start if your role in the business changed?
That matters during an emergency.
It also matters if you take an extended leave, reduce your workload, care for a family member, prepare a successor, plan retirement, or consider an eventual exit.
Business preparedness is the foundation that makes future planning possible.
Why Choose the Starter Package?
You could probably organize much of this yourself.
The question is whether you will.
For many business owners, preparedness has already lived on the to-do list for months — or years.
Not because it isn’t important.
Because client work, family, employees, and whatever needs attention today keep winning.
The Starter Package gives you structure without requiring a weekly commitment.
You can work independently, pause when life gets busy and come back when you have capacity — while still having professional guidance at key points.
This is for the business owner who wants a clear starting point without adding another recurring meeting to their calendar.
Who This Package Is For?
This package is ideal if you:
✔ Know this work matters but haven’t made consistent progress on your own.
✔ Prefer having a structured guide rather than figuring out what to organize from scratch.
✔ Prefer working independently.
✔ Like learning at your own pace.
✔ Have an unpredictable schedule.
✔ Travel frequently.
✔ Need flexibility because of family or caregiving responsibilities.
✔ Already enjoy working through planners, guides, or workbooks.
✔ Want professional guidance without committing to weekly live sessions.
You don't need to have everything organized before you begin.
We'll help you figure that out together.
What You’ll Learn and Build?
Using The Dahlias Planner™, you'll work through the same Business Preparedness Pillars™ introduced in our live Business Preparedness Foundations™ program.
These include:
Business Foundation
Review the core information that identifies your business and supports its day-to-day operation, including your business registration, business structure, ownership details, locations, and important records.
Business Operations
Understand how your business operates and identify the information someone else would need if you were unavailable including the systems, technology, suppliers, routines, and operational details that keep your business running.
Clients & Relationships
Review client communication, confidentiality, key contacts, and relationship management.
Financial Readiness
Organize the financial information that keeps your business operating, including banking, CRA, accounting, payment systems, and recurring financial responsibilities.
Technology & Access
Organize important systems, administrator access, and digital information.
Insurance & Protection
Review the insurance, benefits and protections that help safeguard both your business and the people who depend on it.
Legal & Professional Planning
Prepare for conversations with your lawyer, accountant, financial advisor, and insurance professional.
Identify the legal documents, professional advisors and important business decisions that support your business today and prepare it for the future.
Business Continuity & Transition
Begin exploring continuity, contingency, incapacity, succession and exit preparedness so you can identify which transition-planning conversations matter to your business next.
The Starter Package does not create every plan your business may eventually need. It helps you understand what should come next.
What’s Included
Your Starter Package includes:
✔ The Dahlias Planner™
✔ Your welcome instructional video and guided learning modules
✔ Worksheets and practical activities
✔ Resources, checklists and planning templates
✔ Business Preparedness Action Plan™
✔ Mid-point personal check-in with Jodi
✔ One 60-minute personalized review session
This combination allows you to work independently while still receiving professional guidance before moving to your next stage of planning.
What is a Business Snapshot™ & Why is it Important?
Your Business Snapshot™ creates a high-level overview of your business in one place.
It becomes the starting point for understanding how your business operates today and provides important context for the people who may one day need to support it.
People, Roles & Emergency Contacts™
Business preparedness isn't just about organizing information.
It's about making sure the right people know where to find it.
In this section, you'll identify the individuals who currently support your business—and the people who may one day need to step in if you're unavailable.
This exercise does not appoint anyone to a legal role.
Instead, it helps you begin thinking about the conversations and planning that still need to happen.
How It Works
Step 1 | Purchase the Starter Package.
Step 2 | Receive your welcome materials and The Dahlias Planner™.
Step 3 | Work through the resources at your own pace.
Step 4 | Meet with Jodi at the midpoint to ask questions and clear roadblocks.
Step 5 | Continue working through your preparedness activities.
Step 6 | Complete your 60-minute personalized review and Business Preparedness Action Plan™.
Together, we'll review your progress, identify your two or three biggest preparedness gaps, and build your personalized Business Preparedness Action Plan™.
Your Investment
Investment: $247 CAD + HST
Your investment includes:
✔ Self-paced learning
✔ The Dahlias Planner™ - a centralized space for all your account details, business information and professional contact details
✔ Personalized mid-point check-in
✔ One-hour review session
✔ Personalized action planning
✔ Practical resources including templates and checklists
Why This Investment Matters
You can find dozens of free checklists online.
What they usually don’t tell you is:
Which information matters most for your business?
What order should you tackle it in?
What have you already handled?
What are you missing?
Which questions belong with your lawyer, accountant, financial planner or insurance advisor?
The Starter Package gives you a structured process instead of another pile of information.
You do the work on your schedule.
I help make sure you’re working on the right things.
Foundations Program OR Starter Package?
If you prefer...
You want live weekly guidance, group discussion, accountability and a set schedule that keeps you moving.
We recommend ...
Business Preparedness Foundations™
You want flexibility, prefer working independently and still want professional review and feedback at key milestones.
We recommend ...
Business Preparedness Starter Package™
Same preparedness foundation. Different way of getting there.
Is This Right For Me?
This package is a great fit if:
✔ Your business has been operating for a few years.
✔ You know important information is scattered in different places.
✔ You want to become more organized.
✔ You’re not ready for comprehensive transition planning yet.
✔ You want to organize the foundation first.
✔ You know you need to get started but want to work independently.
✔ You simply want to know where to begin.
✔ You prefer flexibility.
✔ Your schedule changes often.
✔ You're motivated to work through activities on your own.
✔ You'd still like professional guidance and personalized feedback.
This package may not be the best fit if:
✖ You learn best through weekly discussion.
✖ You benefit from structured accountability.
✖ You'd rather work through the process with a group.
✖ You already know which transition you’re preparing for and need comprehensive one-to-one planning now.
✖ You already have your information organized and are ready for strategic planning.
If that's you, Business Preparedness Foundations™ will likely be the better fit.
Frequently Asked Questions
This information is educational and general in nature.
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Both services follow the same preparedness framework and use The Dahlias Planner™.
Foundations provides live instruction, shared learning, weekly momentum, and group accountability.
The Starter Package provides a flexible, self-guided experience with a midpoint check-in and personalized final review.
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We'll review your progress, answer questions, and help you prioritize your next steps before you continue working independently.
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Together, we'll review your completed work, identify your two or three biggest preparedness gaps, celebrate your progress, and create your personalized Business Preparedness Action Plan™.
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The package is self-paced.
Most business owners complete it within four to eight weeks, but you can move faster or slower depending on your schedule.
Note: You have 12-months from the purchase date to schedule your personalized Final Review Session.
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No.
Your review session is designed to help you move forward — not judge your progress.
We'll meet you where you are.
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That depends on what your Action Plan identifies.
Some business owners simply continue strengthening their preparedness foundation.
Others are ready for deeper work around continuity, contingency, incapacity, succession or exit preparedness through Your Business. Your Plan. or Your Business. Protected.
You do not automatically need another program.
The next step should match the transition your business actually needs to prepare for.
You Don’t Need to Solve Everything. You Need to Start Somewhere.
If you know your business depends too heavily on information stored in your head — but a weekly live program doesn’t fit your schedule — the Starter Package gives you a practical place to begin.
Work at your own pace.
Get organized.
Ask questions when you need to.
And leave with a clear understanding of what deserves your attention next.
Business Preparedness Starter Package™
$247 CAD + HST
Every business owner starts somewhere.
Whether you're just learning about business preparedness or you're ready to build a complete Business Continuity Roadmap™, every step you take today makes tomorrow easier for the people who depend on you.
Not sure where to begin?
✔ Take the Business Preparedness Score™
✔ Book a Discovery Call
✔ Learn about The Business Executor Method™