Business Preparedness Starter Package™
Get organized on your schedule — with expert guidance when you need it.
The Business Preparedness Starter Package™ is designed for business owners who know they should be more organized but aren't sure where to begin.
Rather than trying to create a complete business continuity plan on your own, you'll start by organizing the essential information, documents, accounts, contacts, and decisions that form the foundation of business preparedness.
By the end of this package, you'll understand where your business is prepared, where the gaps are, and what your next priorities should be.
WHY SELF-GUIDED?
Not everyone learns best in a live group.
Some business owners prefer the flexibility of working independently while still having access to professional guidance and personalized feedback.
The Business Preparedness Starter Package™ gives you the same strong preparedness foundation as our live Business Preparedness Foundations™ program — but in a self-paced format designed to fit your schedule.
Powered by The Dahlias Planner™ and The Business Executor Method™, you'll organize your business, better understand what matters, and leave with practical resources and a personalized action plan to guide your next steps.
You choose the pace. We'll help you stay moving forward.
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.
✓ Greater confidence knowing your business is becoming more organized, prepared and protected.
STAGE → PREPARE
Best For: Canadian business owners who are the primary decision-maker in their business.
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:
Self-paced
Most business owners complete the package within 4–8 weeks
Approximately 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™
LEARN → Understand why business preparedness matters.
PREPARE → Get organized and build your foundation.
PLAN → Create your business continuity roadmap.
PROTECT → Support the people who may one day need to carry out your wishes.
The Business Preparedness Starter Package™ helps you build a strong preparedness foundation while giving you the flexibility to work at your own pace.
What is Business Preparedness?
Business preparedness is the process of organizing the people, information, accounts, systems, and plans your business needs so that if you suddenly can't run it, your family, team, and professional advisors know what to do next.
Business preparedness creates clarity when life becomes uncertain.
It isn't about expecting something bad to happen.
It's about reducing uncertainty, becoming more organized, and making future decisions easier for yourself and the people around you.
Now is the time to build the foundation for business preparedness.
Why Choose the Starter Package?
Life is busy.
Running a business doesn't always leave room for scheduled weekly sessions.
The Business Preparedness Starter Package™ was created for business owners who want the flexibility to work independently while still benefiting from expert guidance and personalized feedback.
Instead of meeting every week, you'll work through the activities when it fits your schedule.
You'll still have opportunities to ask questions, receive guidance, and review your progress with me — but you'll decide when and how quickly you move forward.
Think of it as having a coach in your corner while you build your preparedness foundation at your own pace.
Who This Package Is For?
This package is ideal if you:
✔ 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 expert guidance without attending weekly group 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.
Operations & Clients
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.
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.
Accounts & 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 thinking about what would happen if you couldn't run your business tomorrow.
This pillar introduces business continuity, identifies the information and people involved, and helps you recognize the next planning steps before creating a complete Business Continuity Roadmap™.
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.
What You’ll Have When You’re Finished
By completing the Business Preparedness Starter Package™, you'll have:
✔ One organized place for your most important business information.
✔ A stronger understanding of your business.
✔ Greater confidence knowing where important information lives.
✔ Clear priorities for what comes next.
✔ A preparedness foundation you can continue building over time.
✔ Practical resources designed specifically for your business.
Outcome: A strong business preparedness foundation and personalized action plan.
Every service at Your Business Executor is designed to leave you with practical tools, personalized resources, and a clear roadmap—not just another meeting or a blank template downloaded with the best of intentions, only to sit untouched.
How It Works
Step 1 | Purchase your Starter Package.
Step 2 | Receive Your Welcome Video, planning resources and The Dahlias Planner™.
Step 3 | Work through the materials at your own pace.
Step 4 | Connect with Jodi for your personalized mid-point check-in to discuss your progress and answer questions, clear roadblocks, and keep you moving forward.
Step 5 | Continue completing your planning activities.
Step 6 | Schedule your 60-minute personalized review session once your planner and preparedness resources are complete or you’re ready to meet.
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
Business preparedness doesn't happen because you finally have a free weekend.
It happens because you intentionally make time for it.
The Starter Package gives you the flexibility to work around your business, your family, and your schedule while still making meaningful progress.
Whether you complete it over one month or several, you'll continue building something that benefits both your business today and the people who may one day need to support it.
Foundations Program OR Starter Package?
If you prefer...
Weekly live guidance, group discussion, accountability, and structured momentum
We recommend...
Business Preparedness Foundations™
Flexibility, self-paced learning, independent implementation, and personalized review
Business Preparedness Starter Package™
Both services cover the same preparedness framework and are powered by The Dahlias Planner™ and The Business Executor Method™. The difference is how you learn—not what you learn.
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 to build a complete continuity plan yet.
✔ You simply want to know where to begin.
✔ You prefer flexibility.
✔ You enjoy learning independently.
✔ 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're looking for someone to build a customized Business Continuity Roadmap™ with you.
✖ 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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Most business owners continue with either full program:
Your Business. Your Plan.
or
Your Business. Protected.
depending on how much guidance they'd like while building their complete Business Continuity Roadmap™.
Your Next Step
The hardest part of business preparedness is starting.
The Business Preparedness Starter Package™ allows you to start on your own schedule — with practical guidance, personalized support, and a clear roadmap to keep you moving forward.
You don't need to do everything today.
But you do need to start.
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™