The Business Vault — Ops HQ
Season 2 — 2026
Good morning, Paige.
Your at-a-glance view of goals, progress, and what's next. Check this first.
Goals at a glance
◎
HEC members
2 → 40 by October
38 to go — 6–7 new/month needed
◈
Monthly revenue target
$4,000 AUD/month
Unlock: hire a VA in 3 months
◉
BSE enrolments
10 new/month
Core top-of-funnel driver
◆
Social media presence
6 posts/week
6–8 month trust-building runway
Next priority actions
1 List BSE course on Amazon KDP — update modules first (AI tools, POS, CRM guide)
2 Launch Business Planner by May 2026 — $79 passive income, easy FB ads test
3 Decide: keep Canva tier in HEC or simplify to one membership level
4 Build BSE → HEC email bridge sequence (add email copy next session)
5 Plan Facebook ads budget — separate campaigns for BSE course + HEC lead magnet
Key dates
May 2026
Business Planner launch
Digital product live + marketing active
June 2026
Canva Academy cohort
Cohort opens 16 June — curriculum TBC
October 2026
40 HEC members
Recurring revenue foundation locked in
Product suite
Everything you sell.
One source of truth for every product, price, status, and link. Update this whenever pricing or status changes.
Core products
Course — self-paced
Business Start-Up Essentials
Your flagship entry-level course. Teaches sole traders how to start a business from scratch — the whole person, not just the strategy. Funnel entry point for HEC.
Active Amazon listing — pending Updates needed: AI, POS, CRM
$247
one-time AUD
Course + coaching — 6 weeks
BSE + Coaching Package
High-touch 6-week coaching alongside the BSE course. 1:1 or small group. Highest-value offer for serious starters. Warm HEC members are the ideal audience.
Premium offer
$1,197
one-time AUD
Membership — Rising tier
Holistic Entrepreneur Circle
$79
/month
Community access. Entry membership for BSE graduates moving into ongoing support.
Recurring Decision: keep Canva tier?
Membership — Soaring tier
Holistic Entrepreneur Circle
$129
/month
Premium membership tier. More access, more depth. Upgrade path from Rising.
Recurring
Digital product
Business Planner
$79
one-time
Passive income. Sits alongside all funnel stages. Easy FB ads test product.
Launch: May 2026
Workshop cohort
Canva Confidence Academy
$149
per seat
Cohort-based workshop. Curriculum TBC. Upsell from BSE or HEC community.
Opens: June 16, 2026
Bridge income
Client work — consulting & design
Cover Paige Designs / Digital Systems Consulting
Website builds, funnel builds, branding, AI audits, platform migrations. 1–2 clients/month while products scale. Primary platform: Ivorey (GHL white-label).
$800–$1,500
per project
Customer journey
The pipeline.
How a stranger becomes your most loyal client — and what marketing needs to do at each stage.
Stage by stage
1
Top of funnel
Cold audience
They find you through Instagram, Facebook, the podcast, Amazon, or ads. They don't know you yet — they just have a problem you solve. Your job here is to be consistently visible and immediately trustworthy.
Social — 6 posts/week Podcast — fortnightly Amazon listing FB ads
Email sequence: Cold → List — to be written next session
2
Lead capture
Lead magnet → email list
They opt in to your freebie and land on your email list. This is where they move from stranger to known contact. The nurture sequence here warms them up for BSE. Key: make the freebie feel like a genuine gift, not a trap.
Free opt-in FB ads target: HEC lead magnet
Email sequence: Welcome → Nurture (3–5 emails) — to be written next session
3
First purchase — $247
Business Start-Up Essentials
They buy the course. This is the biggest conversion moment in the funnel — cold to paying customer. Post-purchase experience matters enormously here. They should feel excited, welcomed, and clear on what's next. The seeds of HEC are planted immediately.
$247 one-time Target: 10 sales/month FB ads: BSE course campaign
Email sequence: BSE post-purchase → HEC bridge (3 emails) — to be written next session
4
Recurring — $79 or $129/month
Holistic Entrepreneur Circle
The most important conversion in the whole pipeline. Every BSE student who joins HEC becomes recurring revenue and a warm lead for coaching. Rising members should feel the natural pull to upgrade to Soaring over time. Goal: 40 members by October.
Rising — $79/month Soaring — $129/month Target: 40 members Oct 2026
Email sequence: HEC onboarding → Rising → Soaring upgrade (3 emails) — to be written next session
5
High-touch — $1,197
BSE + Coaching (6 weeks)
Warm HEC members who are serious movers. Pitched as a special opportunity for people who want to go faster with direct support. Monthly or quarterly offer to the community. Even 1 coaching client/month adds nearly $1,200.
$1,197 one-time Target: 1 client/month minimum
Email sequence: HEC → Coaching pitch (2–3 emails) — to be written next session
6
12–18 month vision
Dedicated advisor model
Each new business in the ecosystem gets their own advisor. Paige runs HEC. The Business Vault becomes a true organisation of influence — a trusted home for entrepreneurs at every stage.
Long-term goal
Passive income — sits alongside all stages
Business Planner — $79
Promoted at every stage of the funnel. Low friction, no delivery effort. Perfect for FB ads testing. A cold lead who won't buy BSE yet might happily buy the planner.
Passive
Revenue calculator
What does $4k look like?
Drag the sliders to find your mix. Click a scenario to load it instantly.
Monthly revenue
$0
0% of $4k goal $4,000
$4,000
gap to goal
BSE self-paced
$247 each
0
$0
BSE + Coaching
$1,197 each
0
$0
HEC Rising
$79/month
0
$0
HEC Soaring
$129/month
0
$0
Business Planner
$79 each
0
$0
Client work
avg $1,150
0
$0
$0
Recurring / month (HEC)
$0
One-off & variable
$0
Annualised run rate
Load a scenario
Marketing engine
How you show up.
Your content, channels, and rhythm. The goal: become the trusted home base for entrepreneurs — light bulb moments, real stories, brain-rest content.
Content pillars
Light bulb moments
Education that makes them stop scrolling. Practical, actionable, specific. "I never thought of it that way." This is what builds authority.
Real life situations
Behind-the-scenes, honest stories, variations on the theme. "That's exactly what I'm going through." This is what builds trust.
Brain rest content
Lighter, fun, relatable. Gives their nervous system a break. Humour, warmth, community. This is what builds loyalty.
Channel rhythm
Social media
6 posts per week
Instagram primary, cross-post to Facebook. Batch content rather than posting on a fixed daily schedule. Mix across all 3 pillars throughout the week.
6–8 month trust build
Email newsletter
Weekly send
Warm, personal, cheeky. Always invites replies. Strategic P.S. lines. Sequences max 3–5 emails. Owned audience — your most valuable asset long-term.
Weekly
Podcast
Every 2 weeks or batched
Supports authority positioning. Batch-record to reduce weekly pressure. Repurpose clips for social content — one episode = multiple posts.
Fortnightly
Visibility
Speaking & sponsorship
Start researching opportunities now. Leverage HerKind network. Positions TBV as an organisation of influence — not just another course creator.
Start exploring
Facebook ads strategy
Campaign A — Course
BSE course ads
Target: sole traders, early-stage business owners. Objective: course enrolments. A/B test ad creative and audience. Budget: TBD — needs a planning session.
Budget TBD
Campaign B — Lead magnet
HEC lead magnet ads
Target: established small business owners ready for community + ongoing support. Objective: email list growth. A/B test separately from Course campaign.
Budget TBD
Brand voice reminders
Always use
"Zero stress" · warm · generous · cheeky · personal · invites replies · strategic P.S. lines
Never use
"No-fluff" · "fluff" · "thriving" · "guide" · em dashes · formal or corporate tone
Positioning
Mentorship for the whole person as a business owner — not just tactics and strategy
GHL automations
Your systems map.
All active funnels, workflows, pipelines, and sequences on Ivorey (GHL white-label). What's live, what's next, what needs building.
Active funnels & sequences
Name Type Status Notes
Your New Era of Success Playbook Email funnel Live $14 AUD product
Newsletter Welcome Sequence Email sequence Live New subscriber welcome
Starting a Business Checklist Lead magnet funnel Live Top of funnel freebie
Undercover CEO pipeline Pipeline — 9 stages Live 7 email templates · warm personal tone · always includes feedback form link
BSE nurture → HEC bridge Email sequence Live 6 emails · 42 days · rebuilt lean · tested in GHL
Welcome → Nurture (Checklist opt-in) Email sequence Live 3 emails · 9 days · warms to BSE purchase
HEC onboarding sequence Email sequence To build Welcome → Rising → Soaring upgrade path
HEC → Coaching pitch Email sequence To build Warm offer to existing members
Business Planner funnel Sales funnel To build Needed before May 2026 launch
Facebook ads integration Ads → GHL automation Not started Two separate campaigns — budget TBD first
Key GHL settings & rules
Undercover CEO post-session emails
Always warm + personal. Always include feedback form link: links.ivorey.io/widget/form/YREHmvztpBWKlOsPH61q — invoice attached. Never formal or corporate.
HEC free week access
Manually granted by Paige — twice a year only. Reply-based CTA only, not self-serve. Paid membership CTAs link to /circle.
Xero / accounting
Weekly batch logging — not per-transaction automation. Log at end of each week.
Primary domain
thebusinessvault.com.au — primary. thebusinessvault.co — global redirect only.
Client projects (active)
Client
Anne McDowell
Website + AI discoverability audit for coach Anne McDowell. In progress.
In progress
Client
Kelly — Rejuvenate Healing Sanctuary
Platform migration project. In progress.
In progress