The Business Back-Up Plan

The practical way to protect what matters most – your clients, income and reputation.

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the business back-up plan

The Business Back-Up Plan is a simple, human continuity process for founders whose business slows quickly when they’re unavailable.

We look at how your business really runs – the work you deliver, the decisions you make, the relationships you manage – and capture the parts that matter most. The outcome is a clear, usable plan someone you trust could follow to keep things moving if you couldn’t be there.

It’s continuity made for small but essential service-based businesses: accesible, practical, and shaped around how you already work.

It also gives you the peace of mind that comes from knowing that what matters most is clear, captured and protected.

why it matters

Service-based businesses run on trust – the trust your clients have in you.

And when so much relies on one person, even a small interruption can create unnecessary stress or slow things down.

The Business Back-Up Plan helps when:

  • Things pause or slow quickly if you're unavailable
  • Important details or decisions sit with one person
  • Helping out would require a lot of explaining
  • You want your clients supported without needing to manage everything

It’s a simple way to protect what matters most in your business, and give yourself space, confidence and peace of mind.

what it covers

Every Business Back-Up Plan captures the parts of your business someone else would need to know to keep things moving if you were suddenly unavailable. This usually includes: 

  • Your work: What you deliver, what needs to happen next and anything time-sensitive
  • Relationships: who’s involved, how communication normally flows, and what clients expect
  • Access and tools: systems, logins, documents and information needed to step in
  • Responsibilities: who could take on key tasks, what they would handle, and how decisions or approvals work

It’s designed so everything is easy to understand and act on, without confusion or pressure.

what you receive

You’ll walk away with practical, easy-to-use documents that give you confidence your business can keep moving, and give the people supporting you a clear way forward, if they ever need to help.

A structured outline of what needs to happen, who can do what and what to prioritise.

Targeted suggestions and follow-up steps to strengthen key parts of your business.

A simplified version someone can use in real time to understand when and how to get started.

Everything is written in clear, straightforward language so it’s easy for someone else to step in, even if they don’t know your business the way you do.

how it works

This process is supportive and straighforward:

PRE-WORKSHOP QUESTIONNAIRE

A short set of questions to outline how your business runs and identify what matters most.

WORKSHOP

A focused walkthrough of your services, responsibilities, relationships and what must keep moving.

PLAN CREATION

Your Back-Up Plan, Action Items and Quick Reference Guide are developed from everything discussed.

FOLLOW-UP CALL

A review to confirm details, fill any gaps and make sure the plan reflects how things actually work.

FINAL DELIVERY & CHECK-IN

Your documents are delivered, with a complimentary 6-month check-in to keep things current.

You don’t need to prepare or have anything perfectly organised. 

I guide the conversation, make sense of what matters. and shape it into a plan that genuinely supports you and your business.

PRICINg

Solo - $1,850

For business owners who deliver the work themselves, with up to 2 regular subcontractors supporting some delivery or admin.

This plan focuses on what happens if you’re unavailable and things currently sit with you.

  • What needs to happen next, and who could step in and what they need to know

  • The information, access and decisions needed to keep work moving

BOOK SOLO

Team - $2,950

For businesses with 3+ regular subcontractors, employees, or shared responsibility for client delivery.

Same core process and documents as Solo, tailored to a team environment.

  • How responsibilities shift across multiple people if you’re unavailable

  • Who handles what, how approvals work and how the team would step in

BOOK TEAM

FAQs

Most plans are completed within 3–4 weeks, depending on workshop availability and how quickly you’d like to move through the review.

No. You don’t need documents or perfect systems. The pre-workshop questions give me the basics, and I guide the conversation from there.

No. Most service-based business owners also use their plan to support time away, reduce the mental load or share responsibility more confidently – not just for unexpected situations.

Absolutely. Most of what we capture already lives in your day-to-day. You don’t need to tidy anything up – I help make sense of what matters and shape it into something usable.

Your plan includes a complimentary 6-month check-in. If your services or team evolve, we can update the plan or add support as needed.

Yes. The Solo plan is designed specifically for small service-based businesses. The plan simply outlines who could step in – whether that’s a partner, contractor or trusted colleague.

Yes. If you’d like help walking your team through how the plan works, that can be added as optional support.

If you’re unsure which option fits, we can talk it through. The right choice depends on how your business is structured and who shares responsibility with you.

That’s completely normal. Most small business owners don’t have a clear 2IC, and the plan still works. Part of this process is identifying who could step in if needed – whether that’s a trusted peer, contractor, colleague or friend – and outlining what they’d need to look after while you’re away.

Ready to begin?

You can book the Solo or Team plan directly above, or get in touch if you’d prefer to talk it through first.

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