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Questions Before You Get Started?
Here are the things people usually want to know.
GETTING STARTED
CHOOSING YOUR KIT
USING FORMING FOUNDATIONS
Do I need advanced Excel skills?
No. The workbooks are designed to be beginner-friendly, and you’ll have guides and completed examples to help you along the way.
What if I'm still in the idea stage?
That’s actually a great time to start. Forming Foundations can help you organize the important pieces before your business gets busy.
What do I receive with my purchase?
Each kit includes a downloadable Excel workbook, a completed example workbook, and supporting business startup guides, worksheets, and printable resources.The Foundation Kit includes an 18-tab Excel workbook. The Foundation Kit Plus includes a 21-tab workbook with three additional management tools.
Do I have to use every workbook tab?
Not at all. Use what applies to your business now and leaves the rest until you actually need it. Hiding a tab (making it not currently visible) is a feature we recommend using.
Can I use this if my business is already operating?
Yes. It can also help an existing business organize scattered information and strengthen areas that may have been skipped early on.
Still not sure where to start?
You don’t need the most complicated system. You need the one that fits your business right now.
Start simple. Build the foundation. Add more structure when you need it.
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